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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Tesla should just wait until the H200 is released and then the H100 Ti will probably see a big price dropThere's already an H200 that'll be on sale soon
NVIDIA Supercharges Hopper, the World’s Leading AI Computing Platform
NVIDIA today announced it has supercharged the world’s leading AI computing platform with the introduction of the NVIDIA HGX™ H200.nvidianews.nvidia.com
But there'll be a long line to get any big number of em.... Microsoft, Meta, Amazon, and Google all buy a LOT more GPUs than Tesla does so they'll likely be ahead of them in line for new ones too... while Tesla is bragging about having 85,000 H100s of compute by end of 2024, Meta plans to have 600,000 of em.
But H100s don't suddenly stop computing because a new chip is out either.
Musskiah
DisGruntled
How do we know for certain he is a troll and not just a hopeless cynic?
Would you have a link for that 3000$ price drop? My son is in the market right now. Thanks in advance.
They had previously said 2024 was sold out and since they haven't opened non-Foundation orders yet, I figured it was a safe assumption.
Drumheller
Active Member
Demand is greater than supply. All AI focused hardware has waiting buyers.
Time for my six-month check-in.
First, I was sitting in a patio bar sipping a margarita, and what should pull right up next to my M3 in the parking lot but a beautiful Rivian truck. Had a long conversation with the owner, who absolutely loved it.
How is that company doing? I didn’t veer into that conversation.
Second, was out riding my bike, stopped at a crosswalk and what pulls up RIGHT NEXT TO ME, but a matte black Cybertruck
. JFC that thing looks “Dark Night” bad-ass. Couldn’t make eye-contact with the driver because the windows were heavily tinted.
Carry on. You all seem to have it under control.
First, I was sitting in a patio bar sipping a margarita, and what should pull right up next to my M3 in the parking lot but a beautiful Rivian truck. Had a long conversation with the owner, who absolutely loved it.
How is that company doing? I didn’t veer into that conversation.
Second, was out riding my bike, stopped at a crosswalk and what pulls up RIGHT NEXT TO ME, but a matte black Cybertruck
. JFC that thing looks “Dark Night” bad-ass. Couldn’t make eye-contact with the driver because the windows were heavily tinted.Carry on. You all seem to have it under control.
It was from November 2023, so that would put the timeframe for a new model from November 2024-May 2025
Bad wording.
His Baron Partners fund is 30% TSLA and 10% SpaceX
"wait till
7:54
you see what's going to happen when all
7:56
of a sudden they start selling cars
7:57
instead of for 4 $40,000 a piece for
8:00
$25,000 a piece which is going to happen
8:02
in the next a year, year and a half uh
8:05
from their new model the new model they
8:07
think is going to do 5 million cars a year"
Found this link :
Tesla cuts prices across entire lineup in Canada
Tesla is still not done with cutting prices for its vehicles. While most markets around the world have seen price reductions over the last week, Canadian prices had been left untouched, but that changed today […]
driveteslacanada.ca
So it’s 3000$ on all 3’s (but for the P) and 1000$ for Y’s. The Y’s prices come back to the March 15/‘24 at which date the price was raised 1000$.
You mean a link to the Tesla site?. Just go to the tesla website and select North America then Canada. That should get you there.
Right...back when they were pursuing "Model 2."
What was announced yesterday is not that. In fact, we don't know what it is because they gave no details.
Ya'll should at least charge me rent. Smh.
A couple of years ago, I think Cathie Wood did ask Elon about starting a ride-hailing service with a driver before a full blown cybercab service. My recollection is that he was not keen on the idea.
BTW, kudos to Cathie Wood for getting this right again as the only fund manager who saw the future in robotaxi business and believing in that vision even when things weren't going so well.
2daMoon
Mostly Harmless
Did anyone else notice the volume today?
I hope all those poor little shorties got covered without losing the rent money for their mother's basement.
(okay, I don't really hope that at all)
I hope all those poor little shorties got covered without losing the rent money for their mother's basement.
(okay, I don't really hope that at all)
UkNorthampton
TSLA - 12+ startups in 1
More Tesla storage needed to extend low fossil generation periods and begin zero fossil periods. In 4 months there have been 75 thirty minute periods where fossil fuels were 5% or less of UK electricity generation. New plan is to have zero fossil fuel periods and gradually extend them. Other countries will be similar, Tesla energy products have huge global demand to serve.
www.theguardian.com
Share of electricity generated by fossil fuels in Great Britain drops to record low
Gas and coal accounted for just 2.4% of power generation for an hour last week, data shows, amid ‘zero-carbon grid’ plans
www.theguardian.com
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