I view Tesla as "my company" ... .0003 % of it
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Regardless of the semantics, per the law it's a Board decision anyway.
larmor
Active Member
I didn't like this video-- an algorithm told me to 'like' it... Love how companies chasing clicks for profits with algorithms, and tesla is driving to a safer future, pun intended... (if you can spare time today, this video is well worth watching. And might answer the question of how they are going to get FSD to handle super traffic in real big cities, like istanbul and karachi, etc)
This got me worried and thinking. When I say "my friends" does it mean that they belong to me, that I own them? Maybe I should ask them to give me money to buy more chairs.
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Dikkie Dik
If gets hard, use hammer
Global BEV market share, nice thread by Xill on Xitter
A few screenshots
A few screenshots
cliff harris
Member
What staggers me is that Tesla sell 4 different cars (CT not ramped), and mostly they just sell2 (3/Y). I know that other brands tend to have more variants, but just imagine Tesla selling a small 2 seater van, a large transit-size van, a small 2 door compact, and also a ramped cybertruck, semi and roadster.
Krugerrand
Meow
You may be right. But that’s what they said about Tesla EVs and SpaceX renewable rockets.
It’s when everyone thinks it won’t happen anytime soon, that’s when it does. Up next, FSD, Robots, brain implants that ‘fix’ non-fixable medical conditions, underground transportation, etc…
I understand those things aren’t quite the same as how The Market works, but I see humans moving through life much differently than they do now and THAT WILL have cascading effects on absolutely everything else. People used to write checks and carry cash - not so much nowadays.
Oh I'm pretty sure we'll have FSD solved, Optimus stealing jobs, Boring tunnels all over (under?) the US, and human brain implants long before the US government changes any regulations for Wall Street.
How does a system that works in 95% of situations require “no supervision”. What happens in the 5% of situations where it fails to work?
If it fails to work while in the middle of driving, and it is not under supervision….that sounds like it leads to a somewhat suboptimal outcome. Perhaps I’m misunderstanding the definition?
I've heard a few different spins on it from Tesla's side, ranging from that to Elon talking about how Mobileye was being slowed down by supporting so many cars from legacy companies
Mobileye Responds To False Allegations
/PRNewswire/ -- (NYSE: MBLY) – In response to inquiries received this morning, Mobileye N.V. notes that the allegations recently attributed to a spokesperson...
www.prnewswire.com
There's lots of commentary out there from Mobileye about how much risk Tesla was taking on with its implementation of Autopilot after the first accident way back when. We can argue the merits of one approach or another in terms of the speed of development and such, but Tesla is unique in its willingness to take these risks and I wouldn't expect other carmakers to go there.
I've heard a few different spins on it from Tesla's side, ranging from that to Elon talking about how Mobileye was being slowed down by supporting so many cars from legacy companies
Mobileye Responds To False Allegations
/PRNewswire/ -- (NYSE: MBLY) – In response to inquiries received this morning, Mobileye N.V. notes that the allegations recently attributed to a spokesperson...
www.prnewswire.com
There's lots of commentary out there from Mobileye about how much risk Tesla was taking on with its implementation of Autopilot after the first accident way back when. We can argue the merits of one approach or another in terms of the speed of development and such, but Tesla is unique in its willingness to take these risks and I wouldn't expect other carmakers to go there.
That's not what it means, a Level 3 system can take ownership of the driving task under certain conditions and then pass the driving task back when it is approaching conditions under which it can't operate at Level 3 -- like Mercedes' implementation of NVIDIA's tech as a traffic jam assist that operates as a Level 2 ADAS (like Autopilot) outside of traffic jams.
“…then pass the driving task back when it is approaching conditions under which it can't operate”I've heard a few different spins on it from Tesla's side, ranging from that to Elon talking about how Mobileye was being slowed down by supporting so many cars from legacy companies
Mobileye Responds To False Allegations
/PRNewswire/ -- (NYSE: MBLY) – In response to inquiries received this morning, Mobileye N.V. notes that the allegations recently attributed to a spokesperson...
There's lots of commentary out there from Mobileye about how much risk Tesla was taking on with its implementation of Autopilot after the first accident way back when. We can argue the merits of one approach or another in terms of the speed of development and such, but Tesla is unique in its willingness to take these risks and I wouldn't expect other carmakers to go there.
That's not what it means, a Level 3 system can take ownership of the driving task under certain conditions and then pass the driving task back when it is approaching conditions under which it can't operate at Level 3 -- like Mercedes' implementation of NVIDIA's tech as a traffic jam assist that operates as a Level 2 ADAS (like Autopilot) outside of traffic jams.
Right, so it does require the driver to take over at short notice, which to me doesn’t sound like a very attractive form of “unsupervised”.
It all sounds rather suboptimal still. Would much rather have waymo level autonomy in a car - as slow and geofenced as it is currently - which requires no driver whatsoever, and when it fails doesn’t lead to any danger, and slowly expand that to higher speeds and wider areas as system improves.
What is the best source for tracking ... Change in ownership by largest share holders?
re Ownership of Tesla by Google's Gemini.
Largest Tesla Shareholders:
Individual Shareholders:
1. Largest percentage change:
While difficult to pinpoint definitively, Larry Ellison's significant share reduction in June 2023 likely stands out. He reportedly held around 13% of Tesla shares at his peak, and his exit reduced his ownership to an estimated 1.5% currently. This represents a significant percentage change but wasn't necessarily the largest in terms of absolute share volume.
2. Largest absolute change (reported):
Looking for publicly reported changes exceeding 5%, one can find instances like Baillie Gifford & Co. increasing their stake by 10.4 million shares (approximately 0.3% of outstanding shares) in May 2023. However, this might not necessarily be the absolute largest change, as significant activity might not be publicly disclosed.
re Ownership of Tesla by Google's Gemini.
Largest Tesla Shareholders:
Individual Shareholders:
- Elon Musk: Tesla's CEO and co-founder, Elon Musk, is the largest individual shareholder with 715.022 million shares, representing 20.6% of Tesla's total outstanding shares. (Debatable Re Options)
- The Vanguard Group: The Vanguard Group, a large investment management company, is Tesla's largest institutional shareholder with 225.94 million shares, representing 6.6% of Tesla's total outstanding shares.
- BlackRock: BlackRock, another large investment management company, is the second-largest institutional shareholder with 186.91 million shares, representing 5.4% of Tesla's total outstanding shares.
- State Street Corporation: State Street Corporation, a financial services and investment management company, is the third-largest institutional shareholder with 125.9 million shares, representing 3.6% of Tesla's total outstanding shares.
- Capital World Investors: Capital World Investors, an investment management company, is the fourth-largest institutional shareholder with 106.6 million shares, representing 3.1% of Tesla's total outstanding shares.
- SSgA Funds Management, Inc.: SSgA Funds Management, Inc., the investment management arm of The Vanguard Group, is the fifth-largest institutional shareholder with 78.2 million shares, representing 2.3% of Tesla's total outstanding shares.
- Geode Capital Management LLC: Geode Capital Management LLC, a hedge fund, is the sixth-largest institutional shareholder with 68.4 million shares, representing 2.0% of Tesla's total outstanding shares.
- Baillie Gifford & Co.: Baillie Gifford & Co., an investment management firm, is the seventh-largest institutional shareholder with 65.4 million shares, representing 1.9% of Tesla's total outstanding shares.
- ARK Invest: ARK Invest, an investment management firm founded by Cathie Wood, is the eighth-largest institutional shareholder with 58.1 million shares, representing 1.7% of Tesla's total outstanding shares.
- Susquehanna International Group, LLP: Susquehanna International Group, LLP, a hedge fund, is the ninth-largest institutional shareholder with 55.6 million shares, representing 1.6% of Tesla's total outstanding shares.
1. Largest percentage change:
While difficult to pinpoint definitively, Larry Ellison's significant share reduction in June 2023 likely stands out. He reportedly held around 13% of Tesla shares at his peak, and his exit reduced his ownership to an estimated 1.5% currently. This represents a significant percentage change but wasn't necessarily the largest in terms of absolute share volume.
2. Largest absolute change (reported):
Looking for publicly reported changes exceeding 5%, one can find instances like Baillie Gifford & Co. increasing their stake by 10.4 million shares (approximately 0.3% of outstanding shares) in May 2023. However, this might not necessarily be the absolute largest change, as significant activity might not be publicly disclosed.
The terms are defined by the SAE, so I’m not sure how they imagine it would be implemented in reality.
But it’s not hard for me to imagine a system that will alert you to take over when minimum conditions are not met and then safely pulls you over to the side of the road and parks if you do not respond. Obviously an L3 system would need to be able to react in an emergency if it is going to be considered unsupervised.
Such a system would be very useful for me and everyone outside major cities as your own car could play robotaxi under most circumstances, and be a normal car when necessary.
Maybe I missed it but I thought there would have been more discussion on Elon buying stock and now owning 20% of the company. To me this signals to TSLA investors that he’s staying at the company and he believes the stock is going to run up imminently. My guess FSD12 beta will be wide release soon and will blow people away.
Drumheller
Active Member
When Optimus is available to handle most household cleaning...
SHUT UP AND TAKE MY MONEY!
SHUT UP AND TAKE MY MONEY!
Knightshade
Well-Known Member
The primary difference is with L2 you have to actively be paying attention to everything as you remain the actual driver of the vehicle and, by definition, the OEDR of the vehicle is not sufficiently good to understand and respond to everything by itself, nor even to understand when it'll need help in the near future.
With L3 you can be reading a book, watching a movie, replying to email, whatever--- so long as you can, with a brief warning from the car because it's capable of knowing in advance situations it'll need help with, take back control after that brief warning period.
There's no discussion because that's not what actually happened.
The #s reported on the 13G are virtually identical to the ones reported last year too- it was bad reporting that suggested he'd somehow acquired a ton more shares-- he had not.
(IIRC there was one fairly tiny exercise of a pre-2018 option pack I think Mongo mentioned, but no substantive change in his % of ownership from that)
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