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Exactly. Elon could be wrong, it might eventually be more than 1 billion bots produced per year, no one can predict with any certainty. Once bots are building bots who knows what the freaking ceiling will be. The world has never seen anything like what is about to happen to our society, this...

HARD disagree on that one, provide some evidence there Lofty? 😒

Its hard to imagine that many bots per year being made only to do jobs which exist today, but humanoids will enable a lot more work which doesn't happen today. World GDP is limited by the labor force, technology amplifies the labor force but the number of people still limit things (both due to...

The potential for humanoids is so new and different that I think its hard for most people to comprehend how much its going to change things. Not right away of course, but as humanoids get better and more capable they are going to change the entire world economy. Demand is going to be so high...

Careful, you'll jinx it!!!!

I heard this song in the MY on a techno/trance station the other day and it sounded awesome cranked up:

Oh I agree with all of that. Elon says things I very much dislike, and he does things I think are inane too. However, that doesn't mean Elon is unequivocally bad, terrible, evil, etc, because he says a lot of great things too, and does a lot of awesome things as well. It seems like some...

I don't think they go quite that far, but I've noticed many of them are extremely judgmental and overly critical of others. Not just Elon but anyone who they disagree with in the slightest. Like fanatically so.

Weekend side topic, but still Tesla related: I belong to other forums on the net, non-Tesla forums, but several of them have threads discussing Tesla cars and Elon. I'm always amazed how many people absolutely hate Tesla cars and despise Elon, and yet reading what they post about them I...

That's because he reaches to find the negative in any and everything. He reaches so hard it stretches to the point of breaking, which, like above, happens to him regularly. I don't have anyone on ignore as I like to read all points of view here, even the ones I disagree with, but I no longer...

Probably. Y's are made in Berlin, 3's need to be imported.

It will probably be more like sometime in 2026, but still good news indeed. Lets get this Optimus ball rolling!!! 😎

Making my popcorn and snacks now, 15 minutes until the meeting starts (tentatively).

Is anyone else excited for the shareholder meeting this afternoon? After the voting results I sure am. Hopefully they reveal some info we don't already know!

Ah, good morning all! Happy shareholder meeting day everyone! Especially to all of you who voted YES to both proposals, the compensation plan and the move to Texas, thank you and congrats to the supporters. We did it. 😎

So let's actually discuss the new ARK price targets for TSLA in 2029, just five years from now: Bear Case: $2000/shr Prob Case: $2600/shr Bull Case: $3100/shr Does anyone here believe these targets are likely to be met? If so, why? Do you base that belief on modeling & math or on feeling &...

I think some people will put their personal Tesla's into the RT fleet, but I think its going to be very small percentage of Tesla owners, like less than 10% I'd say, far FAR less than ARK and most Tesla bulls, and even far less than Elon, think will happen. My hunch is people simply won't want...

Achievable, sure, with a probability of like 2% maybe! 😁

ARK is usually overly optimistic with their projections. Looking through their Bear Case numbers, I'd honestly say a lot of their projections line up well with my own. Where I disagree and feel they are overly optimistic is in the gross margin of 56% in 2029, I feel it will be MUCH lower than...

I disagree with this in one specific way: I don't believe Elon ever cared about the interests of small shareholders. I don't think Elon makes decisions with the stock in mind at all, nor do I think he really ever has. While I think TSLA has darker days ahead yet in the short term, I still...

Well said.

Yep, I think 2024 will be a crap year for TSLA too. Maybe possibly tentatively towards the end we might see a bump if production of those economy Model 3&Y's begins, or if general auto production rises sharply to something above 2023 levels, but even then I'm not sure TSLA would rise out of...

I'd be tentative about buying now. If the vote fails on Thursday then we are likely going down even further from here on Friday and into next week. Then again, if you plan to hold for years then the post vote dip probably won't matter much.

I don't believe Elon will leave Tesla if the vote fails either. Even if he loses the compensation plan stock options, he still owns a LOT of TSLA shares, and most of his wealth is tied up in those shares. He still has a very vested interest in making Tesla as valuable as possible, no matter...

I voted "yes" for the compensation plan, both in 2018 and again last month, but there is a part of me which agrees with you as well. For the past year or two Elon has not impressed me much with some of his decisions: - I don't like that he bought Twitter nor how he bought it. - I don't agree...

This isn't a hard set rule though. For example, COST has a higher PE Ratio than TSLA does today.

You think Uber is comparable to what Tesla is planning to do with Robotaxis? 😕

This is a good perspective, but I do think we also need to acknowledge that much of TSLA's stagnation has been due to some other factors as well: - Cutting back / leveling auto production (for now). - Cutting auto prices thereby reducing margins. - Reducing production growth guidance. While I...

I am not positive about TSLA over the short term, say the next year or two, but I am positive in the very long term. Why would you want me to pretend to have an opinion I actually don't? Just to be a cheerleader? How would that help anyone or be a worthwhile contribution to this thread? 🤔

Got to admit I'm surprised to see Steve in the "no" camp. The vote isn't about performance over the past few years or for current, its about the deal made in 2018 which was fulfilled and met years ago. Man, next week is going to be such a crap shoot. 😒

I gave you a disagree and here's why: there can be many reasons why somebody won't pay for FSD, even in the future when its Level 5. Maybe they are just ignorant of how good it is, or maybe they simply can't (or don't want to) afford the monthly subscription for something they can still do...

You are probably correct, I'm certain there are better and more profitable investments than TSLA for the next few years performance wise. I'm fine missing out on them because I'm very confident my TSLA will one day be worth a LOT more than it is today, and I can comfortably wait for that day...

Simple: I could be very wrong, and TSLA could moon much sooner than I expect it too. TSLA is too volatile and unpredictable for me to try and "time the market" with it, so I'm doing the simple investing strategy of just....HOLDING. 😎

Oh I try to be positive, and I still feel long term TSLA will rise like a phoenix. That said, I also think it will be VERY long term until this happens, because I feel for the next few years (yeah, years) TSLA will trade mostly sideways and stay well below its ATH of $415. I think Tesla's...

TSLA feels stuck in the gutter, it goes down or stays flat on market up days but still goes down when the market goes down. The performance of TSLA for the year is ugly, real ugly. I still think it will turn around in a few years, but man for the time being it hurts being a TSLA investor.

Personally I'd take that with an overly optimistic grain of salt until we can see said progress for ourselves. Soon hopefully.

I really doubt its THAT much of an improvement, but hopefully it is a very noticeable step in the right direction. FSD v12.3 was an amazing improvement, and even if 12.4 goes back for a bit (which has regularly happened along the FSD road of progress) as long as updates to 12.4 right the ship...

I have to admit, that is awesome!

You should probably sell all of your TSLA stock. Why would anyone own stock in a company with a CEO who lies so often? 😒

The 4680 is hardly a "sham". Behind schedule, yes, but they are being manufactured and put into vehicles today, albeit in less volume than many of us expected, but still improving over time. Many of the battery day 4680 promises are likely still down the road, Tesla will just take more time...

Compared to the rest of the market, yes it is. Why so negative all the time Nancy? Oh yeah, we know why. 😒

Well that certainly isn't me. Although I've made nice profits over the past few decades on stocks like AAPL, AMZN, GOOG, MSFT, NVDA, etc, I "took profits" regularly and traded in and out of them fairly often. Truth is if I had simply held my shares in any of them I'd be much richer today than...

TSLA is spiking quite a bit in pre-market this morning, but I can't find any news reason why? 🤔

I have a hunch Tesla's auto growth is going to stagnate for a bit while they prep for the new models to enter production. If the supplier rumors are true then a Model 2X is coming to Giga Austin by the end of 2026 and a Model 2 is coming to Giga Berlin in summer of 2027. These would likely be...

Well I did read it, and I agree that her judgement was based more on her own feelings than actual legal precedent. In fact her ruling goes against established legal precedent. I sometimes wonder if you argue with people simply for the sake of arguing? 😛

I'm sure Kim Kardashian owns two CT's just because she really likes the truck. 😂

Yeah, sticking to all Foundations for now is probably a smart business move. I know people who are waiting for their CT's though (all dual motors) and I want them to get theirs soon so I can get a ride in one! 😁

I don't think its too surprising though. Most CT reservations were likely for the single or dual motor, the cheaper variants, so being offered a $120K Foundation version will almost never be a sale for those people. I'm honestly surprised Tesla is still only making Foundation CT's, I would...

You can't be serious, are you? Gamers don't care about the GFX card in their PC's? How many gamers do you know? I'm guessing it isn't too many! 😂 For a bit of Tesla humor, this short by MKBHD has a couple fake Optimus bots in it, pretty slickly made:

I'm sure Tesla could develop some AI routines to sort and review the applications autonomously. 😎