Musskiah
DisGruntled
For certain, we know there will be an enormous supply glut for batteries in 2025.But the good news is I think they should have the cells for volume production of the Semi sometime in 2025.
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For certain, we know there will be an enormous supply glut for batteries in 2025.But the good news is I think they should have the cells for volume production of the Semi sometime in 2025.
LOL. Apparently the "quit period" doesn't apply to announcing RT reveal on 8/8
Q220 - large P/D drop from prev Q
I wasn't trying to critique your example. I was trying to understand how Tesla would charge for unsupervised FSD.These numbers were just an example. Presumably, Tesla will develop very good data about the risk of unsupervised FSD. They will price it such that they can pay out claims and still make a healthy profit.
But what you say may be true. It may be that unsupervised FSD has double risk of supervised FSD. After all, they say two heads are better than one.
Tesla Bot Journal had this one, which is a little easier to read. I also noticed that a good number of directs have titles that in other companies might seem like “middle management.” Back thread there was a comment about some of the people leaving not being very high up. This suggests otherwise, which isn’t surprising give the emphasis on a flat organization in Tesla.
Just curious...is there anyone who still thinks Tesla should have initiated share buybacks instead of saving all their surplus cash?
Thank you Giga. I have been holding off commenting on this as what is the point of I told you so’s. Even with the 30 billI have seen trolls throw out questions about liquidity issues during this latest SP crash since all the cash must be locked up in China.Just curious...is there anyone who still thinks Tesla should have initiated share buybacks instead of saving all their surplus cash?
Opportunity for Elon and whoever else is present to instill confidence on their path forward… more so given all of the drama since P&D came out.In what way is it growing in importance? Please elaborate.
Earnings calls have usually resulted in little significant effect. Often a "good" earnings call has a following drop in the SP. Then, over the next two weeks it recovers. Or not.
Sometimes a "bad" earnings call has done the same, or, the opposite.
I've come to accept that the effect of what happens at an earnings call is just as much a crap-shoot as guessing tomorrow's SP.
I assume Dojo 1.5 is Austin and Dojo 2 is Buffalo?
Dojo (1.5?) delayed at Austin
Dojo (2?) going in at Buffalo
Tesla to spend $500M to bring its Dojo supercomputer project to Buffalo factory | TechCrunch
Tesla will spend $500 million to build out its Dojo supercomputer in Buffalo. Tesla CEO Elon Musk recently called the project a "long shot."techcrunch.com
The problems are compounded by the fact that Musk's tunneling business, the Boring Company, is meant to build a road under the facility for Cybertrucks (also delayed) to autonomously travel across the campus.
With the tunnel unbuilt, the data center's ground floor cannot be laid.
To put some context on this:Tesla Bot Journal had this one, which is a little easier to read. I also noticed that a good number of directs have titles that in other companies might seem like “middle management.” Back thread there was a comment about some of the people leaving not being very high up. This suggests otherwise, which isn’t surprising give the emphasis on a flat organization in Tesla.
Opportunity for Elon and whoever else is present to instill confidence on their path forward… more so given all of the drama since P&D came out.
Some earnings calls do this and others seem less inspiring… I’m hoping for the former.
We are close to the bubble. Tesla has pushed allin, but their stack covers the others player so they will not be eliminated even if their hand doesn't hold.How do you interpret Elon‘s ‚balls to the wall‘ if not as ‚all in‘?
Doesn’t take an AI algorithm to figure out if oil is more expensive gas is more expensive and cars that don’t run on gas will have more value. But regular economics don’t apply to Tesla…Futures down hard with Israel attack on Iran. Oil up.
To put some context on this:
The average tenure I see of IT people is 2 to 5 years before moving on. The teams I manage now, my average is probably just about 4 years. My personal record for longest stay at a company is just shy of 9 years.
Tenure at Tesla for people reporting to Elon is fantastic.
You think 2.5 years is long term? Long term means decades of buying, DCA'ing, accumulating and never selling. If you want to gamble go to the Casino.Stock is down over 63% in the last ~2.5 years.
How long is long term?