Recent content by EVWatcher

On the note of optimus progress. Its easy to look at the footage they share and then think its early days. Or that the footage is disconnected from the statements that its doing factory work. I was just looking at the optimus X account feed and noticed in the Jan 15 video that it had 3680...

I may be mistaken but I’m pretty sure at one point Elon was know to lurk here.

PSA: If you have TSLA shares in multiple accounts your broker may have sent you multiple emails to vote for each account. But those emails may look nearly identical and you might not realize that you received 3 at the same instant like I did. I almost only voted with <3% of my shares.

It’s impressive how someone pretty good at understanding one thing can be stupendously awful at understanding another and not even have the slightest awareness of it.

Munger and Buffet were interviewed once where they talked about Musk - roughly a year ago to today actually - and they made it far more clear to anyone who doesnt already follow their investment patterns. They like easy wins. Musk likes hard wins. BH owes a great deal of its success to...

Some brokers are using say.

When they’ve showed this videos in the past I’ve kinda gotten the sense that what we are seeing is very old. Statements like this kinda confirm it.

I just got 12.3.6 on a USS car. Does yours have USS?

When you drive a Tesla it uses Google maps but the interface is still the Tesla app. Same will be true of baidu maps in China.

It’s doing well.

This is a guess but teslas previously showcased that they can build their own maps in the US that are more than your typical road atlas and can piece together a map of the roads that shows how many lanes, is there an island, which lanes are left turn etc. But China has data laws that might...

I suspect he’s expecting a release of FSD to come out before then that will bolster support for him by way of “look what I got done”. And I think 8/8 he picked because he has seemingly started to enjoy numbers with meaning (4/20 etc) and 8 is a homonym for wealth in mandarin.

It’s important to recognize that none of those things are a business plan. Somewhere in there mars will hopefully provide economic value that can be returned to earth. That will likely come in the form of research in the early days. But more importantly as this is an investor forum...

I’ve been in this stock - often leveraged- long enough to hold through multiple dips in my net worth exceeding 75% and held through long enough to see those same positions turn into gains. I feel my logic on this is not described by “not knowing anything”. Could I have timed it better. Sure...

In times like these it does feel somewhat relevant as sometimes looking at Musks actions through this lens is the best way to gain insight into what’s going on. Musk has more than once commented on how close Tesla came to deaths door over the years. And that Tesla is a key part of his plans...