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Tesla's Supercharger Team was recently laid off. We discuss what this means for the company on today's TMC Podcast streaming live at 1PM PDT. You can watch on X or on YouTube where you can participate in the live chat.
Oh I definitely agree that the top .01% are the most important when you are talking things like AI, etc, but there are also the top 10% that really drive a lot of other pieces and all of those people have options as to where to work.
So I have a couple concerns about a lot of the noise lately, to a certain extent the effect on demand but I really feel this will affect talent aquisition and retention, engineering and otherwise. Hard to read some of these reports and not think it would raise concerns for potential future...
Same, although for me it was two bucks fighting and they ran across one way and then back the other way a few seconds later. Living in the mountains is not good apparently and it is pretty sensitive. It has dinged me for hard braking on most of my drives, and I am guessing it is the tight...
I think this is a fallacy of thinking a technological solution can fix a human problem, aka greed. Inevitably the policies surrounding the tech would morph it into the same boss. This is not a technological problem; the tools are all there to curb these abuses, it is the will that is lacking.
Amazon is so successful only because of AWS and not their core business. So you would have had to judge they would create and then dominate a market that did not exist 15 years ago.
Lol, yeah I am in Charlotte, NC on Google Fiber getting ready to move out near Brevard and will be stuck with DSL until Starlink comes through. Good bye to being able to stream anything, it's going to be painful. May have to get satellite TV ugh.
Do covered calls really exert downward pressure? I sell a few of them every week on TSLA and a couple others since with a stock that is volatile, it is profitable. I do really hate selling them on TSLA since I'd hate to get called and it does feel a little bearish but unfortunately/fortunately I...
So this actually worries me a bit since he has also said they still have hiccups reaching full production on 4680. It could end up delaying scaled production on the Model Y at both Austin and Berlin, not to mention that would almost certainly mean we don't see a Cyber truck until 2022. Where are...
Gotta love that headline, of course this is in the article. :mad:
However on Friday, the agency walked back its previous declaration.
“To clarify,” a new CHP statement said, “There has not been a final determination made as to what driving mode the Tesla was in or if it was a contributing...
We need an angry emote. I mean I or anyone on this thread could argue every one of these points or more if I cared to actually RTA. They clearly wrote the headline first and then the article.
Do Tesla's "trouble" include record deliveries, record profits, etc? I mean I am holding long and I...
Doing a bit of reading, *Gerald* Johnson is very impressive.
I am sure he would be disappointed in a son like GJ so it's good thing they aren't related.
Nice, so because poor people can't afford it, make it more expensive for everyone else. Not to mention it's not like that money is going to taxes where it could theoretically be used to lower solar for less wealthy residents; the money will just go straight to the utility companies profits...
Since it is the weekend, let's start the speculation on "Robo-bikes" and the trillions of dollars in revenue Tesla will get automagically when they start the "fleet" and owners can have their bikes join the "network". Do you really think Elon will let google beat him to the punch on this?
This rendering bugs the heck out of me since the meter should be on the outside of the garage so the implication is the power wall and bike are sitting outside the garage. I get why they did it because a meter is more recognizable than a panel so this more obviously shows how the powerwall sits...
Unfortunately didn't see plates. was in a driveway pulling out as I passed and it was pouring rain. No plates on front and NC doesn't require them. Kind of kicking myself for not chasing it down.
Saw a refreshed Model S in my neighborhood in Charlotte, NC this morning. I am all the way across town from the service center. Not sure what to make of that.
I have been wishing for something like that for "robotaxi" for a long time...
So for perspective on SP price movement remember when were we were fighting fort $630...oh, like 3 weeks ago? Definitely frustrating but but not as frustrating as the AH algo rise on Monday on great earnings and the...
What's interesting about it?
I'll put you on the ignore list when you don't respond, and it won't be the least bit interesting but boringly predictable instead.
To be fair, we have heard of ramping of Solar and Energy for quite a while without any significant revenue contribution and I doubt we will with Q1 results either. FSD revenue may start getting recognized but we also have carbon tax credits that will be declining down the road.
I just think the...
Yeah, that what I was thinking about it being harder to manage since it would have to be handled by manufacturers/dealers. But as others pointed out, his language was pretty clear. As far as only getting to use some of the credit, make it refundable, problem solved. But a point of sale credit...
I would almost certainly guess tax credit. Much easier to manage as well as much easier to make retroactive over this tax year. I can't recall a point-of-sale government rebate but perhaps someone else can.
First off GoJo's audio was even worse than I thought. Simply ridiculous but I guess to be expected by a guy ranked in the bottom 1% of analysts
I only listened for about 15 seconds, but I did like his comment about how Tesla "cherry-picked" by starting with the 3 largest auto markets in the...
You know the incentives go to the taxpayers and not Tesla, right? Yeah, yeah, they make Tesla's cars cheaper/more attractive but that is not the same as the gubmint giving Tesla money
Stay on topic, man! This thread is now all about FSD, RoboTaxis and stealing AI tech. Try to keep up.
Haven't seen the comical FUD posted here yet from Road and Track. Won't link, but this is the level of hard hitting journalism we expect ;"their report on a 13-minute video posted to YouTube"...
So I really like the idea of Tesla owning and operating Megapack installations for a guaranteed recurring revenue stream and not just an upfront sale. I really think this could be a huge driver of Tesla's growth if they can get past battery manufacturing restraints.
But I really don't see the...
Agree except I will just say one of the first since others deserve to be ignored as well. I am guessing the forum will get that much more readable without someone else's posts that took up half of the last few pages with nothing but complaining and whose previous posts were mostly concern...
On the energy front, I do find it very interesting that Tesla seems to be the owner of the 100MW install in Texas recently mentioned Report: Tesla is secretly building a giant 100 MW battery in Texas.
It makes more sense for Tesla for long term revenue to own and operate the batteries as...
I am guessing you sold 1x of the 660 and 664 strikes but why so close to ITM? Just trying to understand the logic, I understand options but am leary of anything but selling covered calls that are at least +15% over current strike.
This is almost certainly all bots trading with each other Here is a really interesting article about a guy who managed to rig the system, and also informative about how the MMs actually make money (olds news to some I know)
How the 'Hound of Hounslow' helped trigger a $1tn crash
But they...
Nothing like a nice rise in stock prices to get the old men's blood racing. Can you save the sexism for another forum? Or at least comment about how Gali looked hot with that cute little laugh in those glasses? /s.
Answer: Not at all.
Tesla is already using Maxwell's ultracap suspension...
The Y news is huge.
Solar was a bit disappointing though. Was nice to see growth but would have liked to see a bit more. I guess that just shows where our expectations are!
This right here clarifies how ridiculous these analysts can be. They keep thinking that the "electric vehicle market" is somehow fundamentally different from the "vehicle market." The difference right now is only market segments, but that will change.
Will it be next year? Probably not. Will...
Totally off-topic, but thanks also to @KarenRei
Err, you do realize he is his brother, right? And that I am sure he has heard every thing Elon said there before? Anyway...
What I found more interesting is that Kimbal was the more forceful personality, and the fraternal dynamic where Elon sort...