Source? I heard rumors but none seem substantiated.
From I can only deduce each have more than 30K.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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From I can only deduce each have more than 30K.
Regardless, there's probably more there than meets the eye. Seems very possible that the required negotiations have not yet concluded.
I am only peripherally aware of Indian business practices, but I have heard that an agreement in principle is just the start of the real negotiations.
I've seen a few comments from this Jim Fan on FSD and Grok. Made me curious where he's from in relation to Tesla. Turns out he's pretty high up NVidia robotics/embodied AI. Interesting.
His comments on integrating LLMs with FSD reminded me of Wayves recent video on their new Lingo 2 model - which integrates language description and control with the driving agent.
Cool stuff, seems to be this would fit well with the "chain of thought" process used for planning more complex, multi step processes.
Exciting stuff for future, would be very happy to see some of this make it to (UK?!) Teslas one day.
Also, there's a good chance that 100,000 H100s have been secured for Musk Inc. use, but many fewer have been bought. I think Dell and Oracle are leasing H100s to Musk's various enterprises. Maybe others as well.
Why can’t you buy shares direct from TD Ameritrade / Schwab or some other company. Maybe this is a Europe thing, but just buy 1 share direct and you can vote. Is it really much harder than that?
Musskiah
DisGruntled
I edited the post to more accurately reflect reality. Good catch.
The rumor of Tesla having 100k H100s came from "Tesla Newswire" on X. In a recent Spaces from April 10, Elon mentioned Grok 2 uses 20k H100s and it will be released in May, and they are raising $3B (at a valuation of $18B) for 100k H100s for Grok 3 sometime soon.
This post mplies (IMO) Tesla will spend Billions ($3B=100k H100s)ton the near term to remain competitive.
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And it's previously been debunked, c'mon man try harder, it's too easy.
Speaking only on this point. Actuarial analysis takes into account claims frequency and severity (actually all insurance underwriting follows that two element evaluation. How it is done can become devilishly complex, conceptually it is simple). Extended warranty on known performance items such as most Tesla powertrain components, become interesting.
-First remove vehicles totally damaged prior to warranty extension. That is pretty easy to calculate but is likely to be an aggregate of ~20% of the fleet during first five years. Don't ask the basis for that estimate please.
-Second consider failure rate within existing fleet based on time and distance traveled. That data is available on all existing Tesla fleet.
- Then aggregating the expense side there is only a single difficult problem;
-Valuing potential incremental sales and lost repeat sales as people keep their cars longer due to that warranty. (note: Surprise! Hyundai owners kept them longer than did owners of less deeply warranted equivalent cars. (There amay be public information on that one. I ddi not look.)
Frankly I do not know if this is a good idea or not. Somehow my notion is that an equivalent expenditure for home chargers, supercharging and the like is probably more efficacious.
I do not know. It would only take a week or so of Tesla internal data and one talented analyst to find out.
Such a weird way to spend time......actively searching for "bad" news about a particular company.
Then posting repeatedly this "news".
The three most honest words come to mind..."I don't understand"
Not at this point, shareholder of record date was April 15th.
Yes, but far too many variables to discuss in this thread. In general both have had quite excellent marketing tactics and strategy, with SpaceX perhaps the single most effective one thus far. Tesla was outstanding for several years, with quite specific approaches to each major country. Tesla, however, has lost the skills that brought them here. What comes next is not defined, although influential interested parties insist on adopting ancient and inefficient traditional methods. The jury is out. Only my opinions nothing more.
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Thumper
Active Member
States that have successfully suppressed showrooms and service centers are finally having an effect on overall demand perhaps.
How's a 10 second fix for the Cybertruck recall sound?
Fair enough, news moves fast.
Doesn't really matter though. Tesla is demand limited at current prices. So, sure, they can increase production to spread out fixed costs over more units...but those units will pile up in inventory or they'll have to cut prices again, which will lower margins.
2daMoon
Mostly Harmless
Perhaps you are confusing demand with sales?
People who want an EV (demand) is steadily increasing, but, some people who are addicted to instant gratification will choose to purchase an ICE from a dealer that has stock on the lot (sales) in those states with the most onerous legislation in place protecting the dealership cartel.
Rather than endure the steps necessary to get what they prefer in their backwater state (EV-wise), they'll settle for what meets their emotional needs immediately. Still, they want an EV, and tell themselves their next car will be one,... as they drive off in their shiny new hybrid.
It is a problem, but, people are a problem too. Some of them, anyway.
Doesn't matter though, as the dice are loaded and EVs will continue to displace more and more ICE vehicles, because they are better on every metric.
Yesterday, while driving past a mega-dealership at a prime location on an intersection of two highways my mind wandered, exploring the possibilities as to what new uses that property will find once the dealer is no longer in business.
HODL
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2daMoon
Mostly Harmless
That was a riveting presentation!
beyond any shadow of doubt, the pun was, without question, intended
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jabloomf1230
Minister of Silly Walks
I'm wondering whether sales could be improved by a targeted marketing campaign. What I don't mean is Tesla using traditional advertising channels. What I'm thinking is for Tesla to create an program that would target first time EV buyers of its lower priced 3 and Y models. First Tesla would add an additional monetary incentive for first time buyers, college graduates, active military and first responders. Second, Tesla would include a wall charger with installation costs paid by Tesla. Third, Tesla would contact the new owner on a regular basis to gauge satisfaction.
Source provided gets trashed, then proceeds to strawman using speculation. Noise bro, this is what you are.
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