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I've been catching up on posts here, waiting to the end to address this. I voted against the board on that one only. The only purpose of deep sea bed mining would to gain an ultimately cheaper mineral resource. It is a question of economics not a vital supply resource that can't be found...

"brother in law’s strip club" is just a very sad thing to contemplate.

FSD autonomy will be applicable to Optimus, and many, many other applications. Limitless, really. Construction, agriculture, factory assembly. Anything that moves for any reason can benefit from the neural net development that is FSD.

Went straight from 12.3.4 to 12.3.6 tonight.

Insurance pricing will have the last word and tilt the scales in favor of FSD. And once RT is truly ubiquitous, lower income folks will have monthly passes supported by progressive local government. Our experience to date limits the future we can envision, but has no hold on the future to come.

This is the kind of news that generates irrational exubereance. I think we'll spike far above that.

Everybody's a genius in hindsight. Lots of history to be read about companies indulging in hubris and overinvesting in growth that anything from black swan events to changes in consumers tastes results in torpedoing said company. Building cash reserves while expeditiously growing the company is...

You make it sound like today's battery supply existed 6 years ago. There are other intelligent entities beyond Tesla in this world, and they too saw an obvious mass market opportunity being birthed. Henry Ford had competition even though he brought unprecedented scale to manufacturing vehicles.

(Edit: I don't qualify. Those income limits are just too low to carry the insurance costs.) Immediately thought I should get a 3 for the girlfriend and sell our CR-V. She drives about 100 miles a month, so no danger of running up the lease mileage limit. But then I remembered what I'm paying in...

You're on repeat. Repeatedly. Maybe he just couldn't face another decade of intense pressure and time commitment. Maybe he just wanted a complete break from thinking about Tesla at all, a fresh start in a new space where nobody knew his name. If Garbo could do it, why can't he?

"It was a little-known life long ambition of his to fill a vault with cash and body surf the resultant mounds, exactly as his childhood idol, Scrooge McDuck had done." I believe my version more likely.

Irony is often a bitter amusement with a sting. And then there's Nicola Tesla's life...

Capital Gains tax increase is in the works. Plus maybe he wants a yacht now he'll have spare time.

I think it was mentioned only during discussion of how Elon would get to 25% ownership - they could reduce the float by buying back shares, and his percentage of ownership would rise thereby.

Weeell Doggies! Nice day, up 5% @ $170.18, 124M shares traded. Unexpected and welcome.

Call ended. Bone received.

Up 11% after hours. Amazing.

Rob is live blogging on You Tube if you're feeling nostalgic

Anyone considering trading on expectations after an earnings report should do themselves the great favor of observing a murmuration flight of starlings. It would be a great help to them.

Random question? I'd guess because they have a higher energy density and are already in production with additional lines forthcoming, right there in Sparks?

Both good but I believe the real reason is that they are entering the marketplace of durable heavy transport for the first time. The Semi is using a drive train based on existing systems, but with a load and durability demand that is multiples of what those technologies have been called on...

I live in Everett and drive to Seattle every day (that I work). It's not like this...

Reducing the price on FSD should markedly increase uptake. This exposure will bring word of mouth. The uptake has been so low up to now, this will bring new awareness. I believe many, even here, are missing the true purpose of the price cuts. Once exposure has been increased, look for pricing...

Nobody has brought up selling the FUD. Non-commercial use only. $29.95/month extends battery performance guarantee to 85% of spec rating up to 400,000 miles. Must accept program within 90 days of acquisition. Coverage ends if subscription lapses @ 60 days. Warranty is transferrable with any...

LOL I had 4 vehicles at one time, used to just drive whatever had gas in it, unless I needed the work van.

Somebody whack the console, this thread has stuck on repeat.

This is what I said earlier while you were gone. It seems obvious to me that Model 2 is needed to fund a Robotaxi fleet. $20 billion cash on hand is just a start, even if the cost could be as low as $10,000/vehicle produced. What about all the support, garaging, app development, servicing and...

Well, their patent was about to expire in under 2 years, I think. They were like crazed weasels in enforcing their patents for the last 25 years, so it's a case of a little, pretty late. Damn good device, we have a couple of their saws. OT: (As a side note, since I saw Kuggerand is interested...

This is how I drive my work van in small neighborhood roundabouts - the turning radius is too tight, I'd have to back and fill to make a left, so I just go for the shortcut!

I expect that Insurance companies will have the final say.

Let's stop presuming that improvement will be linear. A single change may result in multiple reflections of behavior. Think not 1+1+1+1+1=5, but rather 1+4+2+3+2=12

They want it out of the newscycle, a clean launch of RT without this fight being played out. Lose a battle but win the war.

https://www.axios.com/2024/04/08/nyc-congestion-tax-price-fee-location Amid all the RT discussion let us not forget there are other forces at work outside our Tesla bubble.

"Beater" vehicles favored by low income drivers will become uneconomical as fuel and insurance cost rocket up in step with increased BEV and FSD use. This is different than how it has been for a hundred years. An entire global supply chain of manufacturing and distributing is going to get wacked...

I believe it is this year, when the RT announcement happens, that Tesla will announce the end of sales of FSD, or at least double the price for full ownership. Monthly subscription is so much more advantageous for Tesla, and many drivers. It's really the reason I bought it a year ago, as I...

That's wrong. Not all events are planned.

I have assumed the model 2 announcement would be at the time that production was starting, for obvious Osborning reasons. I now assume that Elon chose to state that the RT would be announced on 8/8. He just didn't add that the Model 2 would be introduced at the same time.

The numbers don't add up for RT and no Model 2. That's a huge initial investment of capital that remains tied up while growing the network with more vehicles, providing garaging/charging/service, location depots and service area expansion. To be effective, there must be a saturation of RT such...

All our European members' heads just exploded.

All this talk...the place we stand on today is we can see multiple instances of maverick corporate managers "getting it" and striking out for the promised land of BEVs and AI self driving. OEMs proclaim entire new vehicle programs, a pivot, multiple new models. And then we watch as they are...

It's always helpful the read the thread before asking questions/posting news. *Edit: hung by my own petard, Krugerrand already answered it.

Today's trading will be the week's close, US markets are closed tomorrow for Good Friday.

My '23 Fremont Model Y was produced during a frantic last days rush of '22 (I took delivery at noon Dec 31). It was perfect.

Everyone holding their breath? Good!

I saw a Cyber truck heading north on the Interstate in Seattle a week ago for the first time. Pretty heavy rain, so surrounding traffic response was muted. Clearly though, spring migration is on!

Let's just move on from talking algae. All the big FF criminals have. https://www.theguardian.com/environment/2023/mar/17/big-oil-algae-biofuel-funding-cut-exxonmobil

Space Scouts!

OT but just want to say we saw pt2 today and it was so mind-blowing that I actually came away mildly liking Timothy Chalamet for the first time. Film was extremely well done.

Ya, well, my Jr High typing instructor is having none of it. We learned on Olivetti manuals, "keyboarding" wasn't a thing, and we liked it!

Because it's designed to be a direct humanoid replacement, and humanoids don't have wheels?