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Excellent. It will be very interesting to see the pace of progress between 12.3 and 12.4. This is important for the 8/8 event as it gives context to how ready FSD will be for RT production starting late next year.

Most of the market is down this morning, I think TSLA is just following its trend of almost always going down more than most other stocks.

That's because I've been posting less in the past few days, so I haven't been upsetting uber bulls with my conservative yet practical outlooks for the stock. 😁 I also spent most of the rainy weekend spreading Managed Democracy in Helldivers 2 and barely read the forums, so I've no idea why the...

Lucid reported Q1 2024 results, and they are not promising. Revenue of $172.7 million, 16% higher than a year ago. but loss per share was $0.30 (higher than estimates of $0.25) with adjusted EBITDA loss of $598.4 million. Lucid appears to be stuck in a rut for over a year now, revenues are...

For clarification, are you an expert on AI and self driving?

Here you go: https://teslamotorsclub.com/tmc/threads/all-discussion-of-rivian-automotive.246264/

That's awesome! 😎

I'm not so sure. Elon is not the type of CEO Berkshire prefers to invest in. Warren (and Charlie was like this too) prefer standard business oriented CEO's, meaning predictable and dependable, dare I say "cookie cutter". While Warren may admire Elon for what he's accomplished, he has stated...

I don't either. I had FSD v12 for one month and my car slowed down and stopped for a cat crossing the road once, and a racoon at night another time, so I find it very hard to believe FSD could miss or hit something as large as a mannequin.

Oh this is sweet, I hope we get this in the US. One step closer to KITT from Knight Rider!!! 😁

None of us can know for certain why Tesla sales seem to be having difficulties, but there is a list of potential reasons: - Interest rates are high. I know some people say the price cuts offset interest rates leaving monthly payments largely unchanged, but many car buyers won't take a loan...

I voted yes for the Texas move. They can't stay in DE, so any move has a better chance of working out than staying in DE in my opinion. The board seems to agree.

Yep, I got this from Schwab as well. Haven't gotten it from Vanguard nor Fidelity yet though. Time to do my part in getting Elon the compensation he earned and deserves. 👍

Really good video, very informative.

Yeah, I don't feel Tesla backing out of expanding the SC network to allow third party charging companies to fill the void is necessarily a good thing for EV drivers. Who here has ever used Electrify America, Chargepoint, or EVGO sites to charge? 😣

Not necessarily. Volumes will likely increase slowly per Elon and Tesla as the affordable EV will sell in good volumes due to lower pricing. Also battery costs are still declining over time, and with the new affordable EV's being built on the 3&Y lines the capital expenditures for those lower...

I guess that's where we disagree. You think the blanks are all filled in while I think there are still a lot of blanks left to fill in with information.

That is not what Elon nor Tesla said, they never used the word "interim". You are assuming that. This is the exact statement from the Q1 2024 ER, page 10 under Products: "We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated...

I didn't say Tesla won't build new factories. I'm saying new factories might only make RT's, Megapacks, and Optimus going forward, not SX3Y or CT. And I'm not "filling in any blanks with despair", my post earlier today was a theory I had. A THEORY, I've never once said it is a certainty or...

Yes, but Elon has now confirmed the unboxed line is 100% only for Robotaxi's. If Mexico will only be building unboxed vehicles then it will likely be building RT's only. If Mexico was going to build 3's, Y's, or CT's then there would be little reason to delay its construction, other than...

Maybe its my autism but I'm not even sure what that means or how it relates to my post, could you honestly explain it to me? 🤔

I think you'll simply be able to reserve an RT for a period of time or even by the day, so your RT would park at those places and wait for you.

All true, but.... Sure, but which part of the article was a lie? It does now seem like at least some of it was rooted in truth, Reuters only had half the story though. True, but continuing with the current S3XY, CT, and Semi while putting all new R&D into autonomy would be investing into a...

I was outside mowing the grass this morning (on my EGO electric zero turn!) thinking about all the odd Tesla news we've seen the past few weeks, when a thought occurred to me which would be very relevant to TSLA investing IF its accurate: What if Tesla is pivoting away hard from consumer EV...

I think in this case, many of us are simply very confused as to the "why". Superchargers were a profitable division of Tesla on their own, one absolutely required for EV adoption, not only for Tesla now but every OEM in the US. To fire the entire SC team out of nowhere, well I think its...

But, Tesla just got the entire North American EV market to shift to their NACS standard, and everyone is signing on to use the Tesla Supercharging Network. This isn't just about Tesla EV's anymore, this is about the entire US EV market starting next year. And NOW Tesla is slowing SC expansion...

So Tesla is going to slow down the rate of supercharger deployment? While increasing production and giving all other EV brands access to the network as well? Maybe its me, but shouldn't they be increasing the rate of expansion, not slowing it?!?!? 🤨

I remember that, this is an excellent point to ponder. 🤔

OR, they are replacing the entire supercharger team with 500 Optimus robots! 😁

I don't understand why Musk would lay off the entire supercharger team, like what was so wrong that literally everyone had to be let go? What is his plan to rebuild such a large team? Are supercharger deployments now on hold until they re-hire 500 new employees? Will Tesla be farming this out...

That's the kettle calling the pot black, holy cow dude. 😒

Nice volume on TSLA today. 😁

Welp tomorrow is my last day of free FSD. I'm going to miss it when its gone, but not enough to pay $99/month for it. I'm still fine with just the free autopilot, at least until they reach Level 5 FSD and the nags are completely gone. Maybe then I'd pay the $99/mo for it.

Now zoom that chart out to five years and tell me F and GM are doing better than TSLA. Go ahead Stormy, post the five year chart comparison. You aren't afraid to do that, are you? 🤔

Yeah I've never seen him so excited either, it was nice. 😁

I saw that interview with Ron. I think its safe to say that by "now, now!" he means in the very near future. RT is revealed on 8/8/24, goes into production late 2025, first road use at small scale likely in early 2026, maybe very late 2025 in very small quantitites. So "now" is probably a...

I have a theory about what is going on with the affordable compact Tesla car. For arguments sake lets call this car the Model 2, or the M2. Even though we know that will not be the name its easy and convenient to call it that (for now). We now know a hybrid version of the M2 is coming, a mix...

They will keep building some more both for Pepsi and for Tesla this year on the slow temp production line. Giga Nevada expansion is where the high volume line will be, construction is underway now and should begin running early 2026.

Think less about costs and more about volume manufacturing. The unboxed line will be able to build cars FAST. And easily compared to current lines. Plus the greater human access on the line will enable Optimus bots to be easily dropped on the line once they are ready, where humanoids would...

I've thought about this too since the call yesterday. My hunch is Tesla will deliver about 1.9-2.0 million cars for 2024, with Model 2.5 production starting early 2025 and ramping. So for 2025 I feel somewhere around 2.5 million is reasonable, given CT finalizing its ramp plus the M2.5...

I have to admit I feel better about Tesla's short term direction after the call (long term I wasn't too concerned). I just wanted clarification on the Model 2 situation and now we have it, and while the plan has changed as its now more of a Model 2.5, not fully unboxed but using existing lines...

Yep, they are expecting rapid progress. Since it's Elon time its probably more like in factory early 2025 and selling externally early 2026, but that's still awesome! 😁

You posted yet another negative slant about Tesla while missing the forest for the trees, which is all you ever do in this thread. Yawn.

This is one of the better ER's I've heard from Tesla in all these years. Did they improve the audio quality for this call too?

The Reuters story kind of was true, but it was missing half of the story, the most important half! 😂

I take it to mean the "Model 2" has changed, not died. Sounds like it's going to be a mixture of current designs and the unboxed design but built on existing (or modified) M3/MY lines. This utilizes existing infrastructure which will allow the "Model 2" to enter production earlier than they...

WOAH, lots of juicy tidbits in the PDF this quarter. Some preview shots of the ridehailing software in the Tesla app. FSD miles data has gone stratospheric. And still a positive net income! The numbers don't look too bad at first glance. All in all not near as bad as I was expecting!

Happy earnings report day everyone. Remember, no matter how bad this afternoon ends up being, FSD is improving rapidly and Optimus is making great progress. Many years from now this terrible Q1 2024 will be but a pothole in the road far behind us. Today we are somewhere in the water under...

It's understandable, there has been a lot of frenzy and disappointing news for Tesla lately. Q1 P&D numbers are way lower than expected. The consumer $25K car might be getting pushed back, brining the auto growth story to a grinding halt. More price cuts to possibly decimate margins even...

I'm very pessimistic about TSLA in the short term, but I'm super optimistic about TSLA in the long term. I wonder where I fit in here....🤔