Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[cliff harris]

100 million optimus a year . I know he is crazy, but he is optimistic high-achieving crazy, and someone has to dream big
If Tesla ever get to make a million a year, its going to be amazing.

 

[Linkmeup]

I don't know man, it shows you can be way early investor in a company and make unthinkable gains and still be completely disconnected from reality.

Tbh, kinda need to be in this company and with Elon talking about $1T in revenue.

 

[Linkmeup]

100 million optimus a year . I know he is crazy, but he is optimistic high-achieving crazy, and someone has to dream big
If Tesla ever get to make a million a year, its going to be amazing.

SpaceX could literally buy them all and have them build the self-sustaining civilization on Mars before humans get there, no?

 

[Tachyon]

Right on Elon.
Put a limit on length of proposals .
Those lengthy proposals are a public nuisance and health hazard , my migraine is proof .

 

[uscbucsfan]

Ugh. Elon repeated the lie about running a 1/4 mile faster than a Porshe 911 towing a 911. I thought that was killed since they never actually did it and the math says it can't.

Only bad part so far, IMO.

 

[juanmedina]

Elon didn't watch the Motortrend Cybertruck towing a 911 video.

 

[cliff harris]

Some good news. Decent cybertruck weekly production and also confirmation of progress on the Tesla semi. Good to see.
And Elon seems happy, and in a very good mood about Tesla.

 

[heltok]

Seems pretty straight forward. Give Elon a few milestones to the $30T market cap where he gets 10% of the company. Make an exponential scale where he gets 2% for every 2x in market cap with some milestones on Optimus deliveries and Robotaxi miles.

 

[cliff harris]

Definitely hinting at a conventional looking Tesla Van...

 

[MartinAustin]

Elon says the Model Y will be the world's best-selling vehicle in 2024.

i.e. best-selling vehicle two years in a row.

i.e. best-selling vehicle is no longer ICE two years in a row. IMO 2022 was the final year that a car with a combustion engine was able to be the world's best-selling car.

 

[uscbucsfan]

Definitely hinting at a conventional looking Tesla Van...

A cybervan would be cool.

 

[Tachyon]

I was secretly hoping for a return of the OG leather jacket . Well, we still got a jovial Elon in the best mood . Happy about it .
Don’t miss the doom and gloom Elon one bit.

 

[EVMeister]

Hardware 5.0 (named "AI 5") design complete, should be coming out in ~18 months.

 

[AndrewZ]

Hardware 3 will definitely still do amazing things right guys

SAE Level 4-5, fully Robotaxi-type amazing things right

 

[Cosmacelf]

>50%

What was it before?

 

[cliff harris]

Elon always extrapolates too far, but if I could earn a few dollars a week by just allowing tesla to run code on my parked car from midnight to 5AM, I'd be totally happy with that, and I bet most people would .

 

[Paracelsus]

Tesla will be mining crypto with idle car time with the Gigawatts of available compute. Eloncoin. I suggested that here years ago

 

[uscbucsfan]

If there are versions of FSD that go thousands of miles without intervention, why is Tesla even messing with 12.4, which has been a regression from 12.3.6?

It doesn't make sense. There's a version they have that isn't making mistakes, but they are pushing out poor versions?

 

[M|S|M MYP]

If there are versions of FSD that go thousands of miles without intervention, why is Tesla even messing with 12.4, which has been a regression from 12.3.6?

It doesn't make sense. There's a version they have that isn't making mistakes, but they are pushing out poor versions?

Saving the versions that aren't making any mistakes to release for extended red SP days

 

[AndrewZ]

Wow Elon actually said V12 Unsupervised