I don’t see very many CEOs doing things like this:If you don't want Elon as CEO, who would you recommend for the CEO role? Or leadership team in general?
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I don’t see very many CEOs doing things like this:If you don't want Elon as CEO, who would you recommend for the CEO role? Or leadership team in general?
As battery prices keep falling, the tax credits becomes less important.Unfortunately it looks like the stock market is starting to price in the loss of the federal EV tax credits and the battery manufacturing credits. If we lose these credits , end buyer costs will go up on the model Y in the USA and our current sales volumes will be hard to keep. The law does not even need to be repealed, the next administration could change the administrative rules and make them impossible to get or easily turn full credits into half credits.
Elon is completely spazzing out on X with a whole bunch of incorrect assertions about what Apple announced today. Of course it should be noted that Elon is a direct to competitor to any company offering AI products, so natural for him to not look on competitors favorably, but stating blatantly wrong facts is a whole different level of behaviour.
Have you looked at the data for total value of TSLA selling by shorts vs. %, and would the difference matter? Seems like low volumes have contributed to the >55% trend you have cited.@Maarten @Artful Dodger and I agree that manipulative shorting has been a big factor in holding TSLA down at the moment and during the timeframe Dodge was referencing. Look how crazy-level the stock price has been for over a month. You continue to suggest that many of us believe shorting is the reason TSLA fell in the first place. Nobody that I know believes that.
Consider the following scenarios:
* TSLA falling as margins shrink and growth rate slows. You and I both agree this was the primary reason for TSLA's dip of recent years.
* TSLA falling as Elon sold stock to buy Twitter. This is a case of market being unhappy with Elon selling but complicated by hedge funds and others short-selling to front-running the news of Elon selling and causing the dip to be deeper than it would be otherwise. Verdict: Dip was combination of market forces plus manipulation forces.
* Past month of TSLA trading: TSLA has traded mostly level in a tight trading range while Nasdaq has risen and percent of TSLA selling by shorts has been routinely above 60% (a level indicating far above normal shorting activity). Option sellers have something to gain by holding TSLA level and they're doing so through mechanisms I describe daily in my Papafox's Daily TSLA Trading Charts posts. In this case, manipulations are overriding market forces and causing TSLA to remain level, rather than climbing with the market and with good Tesla news.
There's a big difference between saying manipulations are currently holding TSLA down vs. saying it was a bigger factor than margin and growth shrinkage in TSLA's dip. Please don't try to convince readers that we are saying things we clearly are not.
I'd rather see him tweeting something about Tesla's plan for electric trucks than about playing Diablo or building X-phones. Electric trucks will likely be a massive market and if you can combine electric with full self driving that should translate into massive potential income AND a very, very important contribution towards sustainable transport.
Easier said than done.Unfortunately it looks like the stock market is starting to price in the loss of the federal EV tax credits and the battery manufacturing credits. If we lose these credits , end buyer costs will go up on the model Y in the USA and our current sales volumes will be hard to keep. The law does not even need to be repealed, the next administration could change the administrative rules and make them impossible to get or easily turn full credits into half credits.
I'd rather see him tweeting something about Tesla's plan for electric trucks than about playing Diablo or building X-phones. Electric trucks will likely be a massive market and if you can combine electric with full self driving that should translate into massive potential income AND a very, very important contribution towards sustainable transport.
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Scania founded Erinion, a company for charging systems - Sustainable Bus
Big news for the Swedish manufacturer: Scania has founded a company for charging solutions. Everything you need to know.www.sustainable-bus.com
Next(ish) Gen models will be in production by Jan 6th 2025Unfortunately it looks like the stock market is starting to price in the loss of the federal EV tax credits and the battery manufacturing credits. If we lose these credits , end buyer costs will go up on the model Y in the USA and our current sales volumes will be hard to keep. The law does not even need to be repealed, the next administration could change the administrative rules and make them impossible to get or easily turn full credits into half credits.
Tesla is building the Semi. Elon doesn't have to post about it every day to make this more real.I'd rather see him tweeting something about Tesla's plan for electric trucks than about playing Diablo or building X-phones. Electric trucks will likely be a massive market and if you can combine electric with full self driving that should translate into massive potential income AND a very, very important contribution towards sustainable transport.
![]()
Scania founded Erinion, a company for charging systems - Sustainable Bus
Big news for the Swedish manufacturer: Scania has founded a company for charging solutions. Everything you need to know.www.sustainable-bus.com
At the URL you mentioned, I don't download the CSV you pasted here.
The CSV I downloaded (automatically) mentions a lot of different systems: for Waymo, there are ~200 disengagements in 2023, but with a driver always present in the vehicle.
Maybe you made a mistake with the link?
I don't see that attachment. Seems to be missing?
No, that document is only for when there is a driver. There is no log of the "fleet response" interventions for driverless Waymos that are public, because Waymo doesn't consider them a disengagement.
You're wrong and owe @Usain an apology. As @MP3Mike notes these DMV reports only cover operations under Waymo's DMV testing permits (which typically have safety drivers). These days Waymo mostly operates under their DMV and CPUC deployment permits. Those reporting requirements are much different, to my knowledge they only report crashes.
If you have any evidence Waymo reports Fleet Response events while operating under their deployment permits, I'd like to see it. I and others have looked, without success.
Losing the EV tax credit doesn’t matter. Elon isn’t interested in selling cars going forwardUnfortunately it looks like the stock market is starting to price in the loss of the federal EV tax credits and the battery manufacturing credits. If we lose these credits , end buyer costs will go up on the model Y in the USA and our current sales volumes will be hard to keep. The law does not even need to be repealed, the next administration could change the administrative rules and make them impossible to get or easily turn full credits into half credits.
You mean the guy who feels he needs to be paid 50 billion?Can't the guy blow off a little steam?
What is a parody account?You did see this is from a parody account?
Losing the EV tax credit doesn’t matter. Elon isn’t interested in selling cars going forward
"The man works a lot more than most." Most people don't expect 50 billion in compensation though.Tesla is building the Semi. Elon doesn't have to post about it every day to make this more real.
I see similar posts on X after Elons livestream: "How does he have time to play games?"
The man works a lot more than most. Don't judge how he spends his free time.
BTW Elons livestream was full of interesting tidbits for his viewers. Here is a great writeup on X.
Regarding Tesla Elon said the following:
TESLA/OPTIMUS
Elon sincerely THANKED Tesla shareholders for voting multiple times.
"We are not going to do a Tesla phone."
"Your Tesla will be able to pick up food for you, or go anywhere you tell it."
Once Tesla cars are self-driving, Elon explained to a fellow gamer, that is when you'll be able to look at your phone or play a game in the Tesla. Currently, he said, "we have to disable gaming in the car while driving unless you are in the backseat."
"You can make catgirls real if you have a robot" and Optimus will be able to teach kids anything OR pick them up from school. It will support any language too."
"We could make a robot puppy, what really matters is a humanoid robot though."
One listener suggested the name "byte" for the Tesla robot puppy.
"I think everyone is going to have an Optimus, maybe more than one."
"The ratio in the future will be 2 to 10 humanoid bots for every human."
"Optimus will cost maybe $20 - $30K and cost less than a car"
"We're less than 24 months away from AGI, where its smarter than a human."