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

    China punches back, though. Hard. And at a time of its choosing.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The systems are not used at the same rate on each given road type. Therefore when they are in use, and compiling the data shown, they are more likely to be on roads where accidents are significantly less likely to occur. When they are not engaged, the cars are likley to be travelling on roads...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They are unable to compare either data set -- AP or FSD assisted -- direclty with data compiled on the same roads by solely human drivers. Meaning these categories of "primarily local roads" and "primarly highways" can't be set against precisely equivalent sets of human-only data on exactly the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    the aviation systems also are getting much much better along the lines of FSD.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It has to be the same roads. There is no way to properly compared the data sets. Generalizing by differently-defined categories doesn't do it.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He's basiclaly running with them now and does not in any way seem to be pushing back, since they're so aligned on almost every other culture war thing. You can Google examples, life is too short for me to reiterate the obvious.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Right. Sure. He’s playing 4D chess. Sure.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    No, the data shows only one thing: that the safety of the supervised system is steadily improving. Any claim that it shows safety vs solely humans is deceptive and frankly scummy when asserted by a company purporting to have the moral high ground fighting for humanity. The lie is in the roads...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    “Must be…” is not data. Maybe it is safer maybe it isn’t. But gut feelings prove nothing. And using deceptive statistics to make marketing claims about saving lives is a total BS move.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The fact it’s getting safer is important, although not surprising. But the constant, clickbait claim here and elsewhere is that it is safer than human drivers. The available data doesn’t show that.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    These charts remain hugely deceptive. The "US average" does not even faintly reflect the road mix Autopilot is used on.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And stop snuggling up to the most powerful climate deniers in the land.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Don’t forget Phase 4: Snuggle up to the most politically connected climate deniers on the planet and give them comfort while they cut back room deals with Big Oil and plan to quash the U.S. EV market, NOAA and the EPA next year. Somehow the plan now seems to be undermining TSLA, and the once...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    99.7 percent of those fully freed from driving will just get on the net and waste more of their lives shopping, looking at porn, arguing on forums etc. The remaining 0.3 will be working due to deadlines.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sources of investor info sit along a spectrum of credibility. At the far end of that spectrum, you just reject and prob don’t waste time reading it. Reuters is somewhere in the middle as opposed to high credibility at the other end. So it’s generally worth reading their stuff and, as you say...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    All the issues you cite, including the Reuters bylines, are valid of course. As to location it appeared, understand that Reuters is a wire service, like AP (though not as reliable of course, nothing is) so its stories appear in any number of places. That’s its business model, it produces content...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I’d address the issues discussed rather than undermine the credibility of the source. Reuters is a known quantity for better or worse. So is Elon. There may or may not be problems with the story, but it will essentially be (mostly) accurate.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The inside story of Elon Musk’s mass firings of Tesla Supercharger staff Some excerpts: “After Tinucci had cut between 15% and 20% of staffers two weeks earlier, part of much wider layoffs, they believed Musk would affirm plans for a massive charging-network expansion. The meeting could not...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, and there are just too many things that could go wrong with using data like this, any one of which could throw the results 30 percent or... 300. Honestly, even if WERE just 2 percent I'd call that a win, as it's essentially free revenue. I do suspect the number is or will higher, but likley...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And the QC is high there now. Not Shanghai perfect but pretty good on my last two. No gripes with the Austin rental I had awhile either but the institutional memory etc now at Fremont is worth something,
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    No. Merriam-Webster's dictionary defines “exact science” as “a science (such as physics, chemistry, or astronomy) whose laws are capable of accurate quantitative expression.” Some say that the exact sciences (also known as “hard sciences”) are those that don't require you to figure out human...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I’m just responding to claims that aren’t based on anything more firm than my own views. I’m not pushing this stuff. noice attitude. will take it under advisement. If you don’t like my approach you’re welcome to move on as well. cheers.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The companies are young still and have grown quickly. I think we are coming up against the organizational maturity/size limits of what such methods can do. Running a few dozen or a few hundred people is a different thing entirely from running something so large. And corporate culture is...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He’s not really wired to manage people. It’s not the sort of exact science that implies.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It’s interesting, but it is no way to manage people for high performance. Even on the unlikely change it improves performance slightly on the SC team, if there ever is one, it will add to the increasing sense company wide that the place is managed by fear, which has long been known to work...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Why the whipsaw decision-making then, like the SC team, if he has a steady, clear vision?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I’ve only seen one informal poll, and it showed the measure is likely to pass, as it should. It’s compensation for past performance no sane person could argue wasn’t extraordinary.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You’re putting your finger right on it. Most people -- including those here -- are left trying to figure out what is going on with the company solely by interpreting Elon’s tweets which aren’t a particularly useful source for getting at the facts. That pins us between him and his spin and...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If the car company is not operating well and generating solid profits to pay for these gambles then 2035 is a long way from here.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Within reason. Someone in coprorate using proprietary data and planning really would need to give those local and regional contractors say, a 3-mile radius circle for each location and pretty firm guidelines for access to key roads etc. It would have to be pretty tightly controlled, not sure...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Unbelievably eloquent. A post of extraordianry merit!
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That tweet is not in any way shape or form an explanation of what happened and the plan forward vs what the plan was say 6 months ago. Not even close. It is the kind of number tossing people use to obfuscate, not clarify.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It’s possible. Pickup designed has evolved, albeit slowly, and with major setbacks like the dodge ram. Bot honestly, vehicle design needs to be more rounded and aero and the Darwinian nature of range will dictate movement toward something softer. It’s also extremely unlikely stainless is going...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Dude, it is the uber bulls complaining about the moderators. Not relative newcomers, or even 2019-ish people like me. So, the scenario you describe with infiltrators or what not does not really apply.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is not how the CT will play out. It will remain a niche vehicle, not an F-150-seller. By the time the problems with political tribalism are finally overcome by EVs and the march of history, and BEV become the dominant form of pickups, the CT will have been replaced or augmented by...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Why did the head of the company allow them to be hired then?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I didn’t say there weren’t trolls, just that people are quick to label. Fair enough on some of the reposts being not particularly useful. That is partly due to the BS nature of the second-tier media and major influencers hyping tiny little balls of nothing to get eyeballs or because they need...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It’s also true that for many the thread had been an unwelcoming place for years and many who COULD have contributed took one look and scrammed. This was sometimes marveled at on other TMC threads more tightly focussed on specific Tesla topics, like I dunno, something technical with Model Ys...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well, most would cite another company he was spending time on. But OK, you're saying he was distracted and wasn't doing his job?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    https://www.investors.com/news/apple-rivian-in-talks-for-partnership/ They could def use SOME form of rescue.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It’s possible. It’s also possible those things you list have been excessively applied. Sometimes making them flaws Tesla has survived despite of, rather than being ingredients in the secret sauce. That list also reads like rationalizations for recent debatable acts...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Mainly they didn’t get the early position they needed to survive this EV demand trough… as has been stated before and as we all know starting a car company from scratch historically has low chance of success. Rivian I still have hopes for. Their products are good, they had done pretty hefty...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    No, missed that. I did notice the discourse has been more civil last few days.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I’ll put my track record for second guessing up against his any day.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    We have ample facts to discuss it. It’s also possible HE didn’t have the facts he needed before acting. Has happened before.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Mars is irrelevant to people on an investment thread.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And no one above her knew she had built a 500 person team? And then somehow someone assumed none of them were worth keeping. Who was running the company? I know I’d have a reasonable idea what was going on with the Supercharger team