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Just curious, how much are these in Brazil vs. a MY or M3? I think these Dolphin Mini's are only like $10k USD (if converted from Yuan?) vs. $35k/$45k for M3/MY in China?

Or, you see one of these videos and debate whether it's worth it to risk your life today: https://www.msn.com/en-us/autos/news/tesla-s-fsd-narrowly-avoids-train-collision-a-close-call-in-ohio/ar-BB1nkNfb Problem I still see is since it works pretty decently, this lulls people into a sense of...

Only thing I will add is that I wouldn't expect to add stuff later as most installers won't touch anyone else's system and you will need a totally new, separate system which seems a pain due to more/another ugly box taking up space on your wall, also higher cost, if anyone even wants to bother...

I think this statement is what I just disagree with. Unlike folks like you or me who are on here daily learning, discussing, disagreeing, debating, do you really think a lot of people outside of us even care one bit what Ford just announced or plans to do with EVs? My thought is a resounding...

But wasn't that in 2020? What's the price now? Some folks here have larger systems, but they were $100k+. 2020 is even before my solar.

I don't agree with this assessment. I believe the problem is simply, not everyone wants an EV for a mix of reasons. I see you own 3, I own 1 as well. There are a couple major reasons, which for me, I think are: 1) Cost, 2) Can't charge at home (renters). Maybe if we had $10k EVs, it might...

My add is the cost vs. profit. Historically, Tesla had to double the install cost for people who already had signed contracts since I'm guessing they were losing a lot of $$ to install at the old price. Customers were all planning to sue so Tesla backed down and either honored the contracts or...

Tesla randomly moves +/-3% daily. It's all noise honestly with no meaning almost all of the time, no matter whether you're a bull/bear. As for the market, Salesforce had a massive miss so it's bringing down all the indices (it's down almost 20% and -$50+) More things are actually up outside...

I have no sympathy personally. Problem is his dad/family believed him that a no job, probably little educated person should have any reason to manage other people's $$. I keep going back to that comment that in general, there are very few/like zero almost actual good stock pickers/timers...

Paywalled article, but probably valid for investors in TSLA how this might impact things (some folks can probably read it on other investment sites): Inside Donald Trump and Elon Musk’s Growing Alliance https://www.wsj.com/politics/donald-trump-elon-musk-alliance-d1fe43e3

A buyback would increase his % stake (as it would also increase everyone else stake), but the problem is that he would have to buy back so many shares that I don't think it's possible for him to get to 25% just from buybacks alone to have much of an impact from looking at the math. It's really...

Just to clarify, it's not just delivery trucks. I see Mach-E, Jaguar, is that an Alfa Romeo? as well in videos so if anything, the "AI" deals with different vehicle types vs. Tesla having trouble launching Autopilot even on CT currently. People talk that small/nimble startups are great when...

I must be on your ignore list and you may never see this, but have you even looked at Wayve? They just drive with humanlike AI and don't use millions of video. If they can do it, but in a different way without all the videos you claim, then no, Tesla does have competition. Add in...

The question is whether EV growth is sustainable for Tesla or simply, if the consumer/industry even wants them after the initial adopters. Unlike near every other automaker, Tesla simply has nothing to fall back on while consumers are still loving Hybrids apparently no matter how much you or I...

I actually think there is so much $$/wealth/excess assets in the world, especially when stocks are hitting all time highs that plenty of people have no problems dumping $$ into investments. Add in Elon and you will have lots of takers as well so not everyone can get $6 billion, but it's not as...

It wasn't clear to me since it looked like misdirection. I thought the point of this discussion and why it's relevant in this investment thread was whether incorporating in TX was a slam dunk as a lot of posters here like to tout. People incorporate in DE because the corporate laws there tend...

Remember that state of headquarters is not the same as state of incorporation. It's actually hard to find companies incorporated there (TX). Largest TX companies I found. Maybe someone can find one here just for curiosity sake. ExxonMobile - New Jersey AT&T - Delaware Dell - Delaware Valero...

There were/are a lot of Cathie Wood fans here. My advice is be very skeptical of any active stock picker who claims they are smarter than you and one can't hurt to be aware and knowledgeable about her past trade on Nvidia. Apparently, she had 1.3 million shares across all her funds (old news...

This one seems to not be paywalled: https://www.ft.com/content/8d823cef-543a-4d33-afa0-c68f081842d1

The problem from what I've seen on the case is that the contract was essentially not impartial, didn't have adequate disclosures...and the board, which has a fiduciary duty to watch out for all shareholders, was not doing their job since Elon had complete control of the supposed "independent"...

The "...everyone's satisfaction..." comment is not true. I think the first time this was voted on back in 2018, around 30% rejected the proposal so it wasn't that ALL shareholders wanted this actually. I suppose that's the downside of any public company and possibly/maybe why SpaceX, Boring...

I got the 18 year from this article: https://www.nytimes.com/2021/01/27/business/tesla-earnings.html I do agree that Rivian needs some financial backer and have stated that before, but as we all know, starting a car company is hard. That doesn't change the fact that there are LOTS of other...

https://pv-magazine-usa.com/2024/05/23/california-is-now-a-batteries-included-rooftop-solar-market/ I wonder if anyone did calculations what the soon monthly fee ($24/month) will do to ROI. I think this hits NEM1.0 people too and the usage rate cuts, rather than 33% originally announced (when...

Tesla lost money for well over a decade and took 18 years to make a profit. No doubt the market (what I'm getting at) is totally different now from 10 years ago. Rivian probably does need a financial backer like Lucid (Saudi's). I'm not trying to fear monger the CT at all actually. I just...

Just my opinion, but after the initial sales jump, I think the sales will slow down tremendously due to the reasons you state (higher price, less range/features). Did you see the recent Kyle video on the Silverado EV RST? 200kWh battery, massive range (450 miles), seems to be able to actually...

Folks also know nVidia from crypto. Their GPUs were heavily purchased during those bitcoin years jacking up prices for a long time. https://finance.yahoo.com/news/nvidia-scrambling-get-graphics-cards-gamers-amid-crypto-boom-210021467.html AI is a recent thing for them.

Even though true (free trade sounds good in concept), the answer is not that simple nor is free trade actually that free. China subsidizes a lot of their industries and also bans US companies from setting up shop directly in China. Musk is a big supporter of China and when Covid happened, he...

Yeah, how can you not know Nvidia in gaming for decades. Their stock has been in the crapper for a few years as well. People have been buying their gfx chips back in the 90s even. As a company, their stock was not always at ATH. On Glassdoor, they've been in the best places to work for over...

Of course it's not always just about the $$, but assuming someone is not a low level person who is already highly desirable, other companies are doing groundbreaking work as well (Wayve) in terms of AI or numerous startups you see (like that Bot company as well that someone left for). Musk has...

This Sawyer person seems to post pretty one sided things I've noticed. Edit: I think he owns the stock so he obviously pushes it no matter what. Not really unbiased information when you have a financial stake to pump the stock. I honestly wouldn't look too much into applications since a lot of...

I'm watching this company: https://wayve.ai/ You can see videos online of them navigating UK streets. Just closed $1+ bil funding with MSFT/NVDA/others. Maybe you just need better AI vs. videos? I've stated before that if I was a top Tesla engineer, working here seems like a no brainer in...

It's not about kow-tow to profits over principle. It's making up stories like that guy who attacked Pelosi's husband with a hammer which he had to back down from. Anyone can say whatever they want, but there could/maybe repercussions so my comment is that maybe CEOs should just shut up like...

That's where it doesn't look like that anywhere outside of this forum honestly. Again, this is about freeway driving and I did do my own homework.

I was not asking about FSD. I'm asking about the long boring 2 hour drives on the freeway that all the lux automakers offer as well. The 5-10 minute to the grocery store isn't a painful, tiring drive.

I do wonder if anyone here has driven any other EV with their autopilot tech honestly (it seems very biased here). From everything I've read/see/watch not here, it's all pretty similar so as long as it's an EV with their own driver assistance, the Tesla Autopilot is not such a big leap/increase...

Smart CEOs (and simply most, even extremely wealthy ones) don't insult their customers or tell them to F off and say they don't want their $$. Better to simply not upset 50% of the population right and run the company not wading into political/woke debates?

I think you also have to look at margins which Nvidia is pushing 70% gross and it's doubtful that Tesla would achieve those numbers with FSD/RT/Robotics as they are actual physical items requiring a lot of cap spend and manufacturing in an unproven market. I still see a Robotaxi as a taxi with...

It'd be nice if you guys can just take care of your short argument in DM or a room instead. It's really not a big deal at this point for Tesla. It's $20 billion, big woopy doo. For larger companies, it's normal to have large $$ amount of stock shorted simply because the companies are just...

The problem is things are not going great right now so there is reason to question the CEO since the buck ultimately stops with him. As mentioned, no other company would've probably put up with a CEO doing so many dual roles. Dorsey with Twitter/Square comes to mind with 2 CEO titles, but very...

I think a lot of companies also have wording where you actually can't work at multiple companies in the employment contract at the same time unless it's disclosed. Add in how Musk uses Tesla workers to "help" his other companies which doesn't help Tesla (such as when he took over Twitter)...

You can read these old articles for the why: https://www.cnn.com/2022/07/08/tech/elon-musk-twitter-deal-exit/index.html https://www.cnn.com/2022/04/14/tech/elon-musk-twitter-offer/index.html "According to an SEC filing, Musk has offered to acquire all the shares in Twitter he does not own for...

I don't know about the folks here, but I have little/no confidence the world/US/China/India will honestly care enough/give much of a crap for carbon emissions and climate change to change it enough to have true impact. You have many red states rolling back or blocking climate initiatives (FL...

Or just catch a flight that's 1.5s hours for something that's safer than driving? Even if FSD is safer, there are many bad drivers on the road as we probably all can agree on. I checked Southwest and there are flights as cheap as $46/1 way. You still need to charge on the way there as well as...

It'd be nice when there are tons of youtube videos about this. At least Kyle will be doing the Tesla Powershare option "soon" when available and there will be lots of vids. From that thread, someone said that this is the first they've even seen it working, me included as well. OP of that post...

I watch the Batteries Included podcast weekly and from what I've seen there, the highway driving of those other systems (Supercruise, Bluecruise, MB, BMW) for those types of LONG drives are very similar to what FSD on highway offers for most of these "required the person watching" systems. Not...

Are there many folks here who simply don't care about FSD updates/improvements until it actually becomes completely unsupervised? Just wake me up when it's fully launched, fully supported and I can sleep in the back for a long at least 30min - hour+ drive before I even care. I agree that...

Gives roles removed May 13th: https://www.scribd.com/document/732838254/Tesla-TSLA-WARN-notice-in-California-May-13-2024 From: https://www.msn.com/en-us/money/companies/as-tesla-layoffs-continue-here-are-600-jobs-the-company-cut-in-california/ar-BB1mzLrI?ocid

With all the talk of the vote of the comp plan, I was curious of the result back in 2018: https://www.latimes.com/business/autos/la-fi-hy-musk-pay-vote-results-20180321-story.html Looks like Tesla was worth $56 billion back then and 73% approved. "Two major firms that advise institutional...

I know I'm being biased, but I just have an issue with a lot of these other vendors when the warranty looks so short. I think most consumers don't want to replace anything themselves unlike you or me even. Fronius has warranties of 10 years in the US it looks like, some countries, it looks...

As a biased fan of micro-inverters in general, one thing I'd add that I don't think I saw in this thread is with the 30% tax credit, the additional "cost" is not as much. That and of course, panel monitoring to quickly see what's busted, the 25 year warranty, UL certification (I think some are...