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These are different metrics. It is possible for X to have the lowest conversion rate and the highest ROI.

Completely agree. I don't expect a retrofit or "simple" changeover. But it seems like the only possible solution given these 3 axioms which I believe to be true. The current camera setup cannot physically see areas which it needs to see to safely operate in some situations. Those situations are...

Got V12 last night. First time I ever wasn't disappointed with a hyped up new version. The camera position issues seem real though. On V11 there were so many flaws that the issues due to camera positions were easy to overlook. Now that most of those flaws have been completely eradicated, what's...

None of these tests appear to be concerned with how well the system can drive.

They might as well save some of their art budget and just start showing Teslas in their ads now like Exxon does.

Nice to see we're green on the 1-year chart again!

Today's $25.08 gain was the second largest single-day gain in TSLA history in absolute terms. Barely edging out October 25th, 2021 ($24.78 split adjusted) and behind the all time best day on February 24th, 2022 ($33.46 split adjusted).

While I appreciate any short term bump from the recent Morgan Stanley note and price target increase, the specific points in the note are mostly noise with little signal. This is after all the same Adam Jonas who in 2014 caused a big spike in TSLA when he released a note stating "in car...

Yikes. You're right, not sure why I was sure the split happened in Q1 23. My bad! Nice estimating and nice compilation/chart.

Generous of him not to multiply his error in Q1 2023 by 3 given the price split 3-for-1 before Q1 earnings. So an error of 4 cents was equal to an error of 12 cents in all other quarters. If he did the math honestly @tesladaily and Honey Jam would have similar error rates and he would be 1...

"It might not be a great investment but it seems like the right thing to do". --Elon probably. Direct the question at Zach and keep it short and to the point if you actually want some insight. When you ask multiple questions it's very easy for them to only pick the part they want to answer

This should absolutely be the top say.com question. I agree with you if it's just phrased as "How does Tesla benefit from these partnerships?" then the answer we will be given is Elon saying "We're not sure if we will benefit, but it seems like the right thing to do." I'd prefer to see a...

Good. I'd rather invest in a company that is a year late solving hard problems than a company who can only solve easy problems but does so right on schedule.

Imagine a stock starts at $100. If it goes down 20% ($80) then up 25% ($100) it's back where it started. Meanwhile TSLL would go down 30% (1.5x20%) to $70, then up 37.5% (1.5x25%) to $96.25. So you're down 3.75% compared to just holding the stock. Note that this is the same outcome even if it...

It's much more about GM and Ford's influence in the US than number of cars sold. With the three largest US automakers all on board, it becomes very risky for anyone else to continue down the CCS path.

Or GM was already part of the negotiations. In which case, maybe others are involved as well...

As they should. If GM switches to NACS then it's game over for CCS and any other standard in the US. And Tesla is almost certain to remain as the largest charging network for decades.

Mary Barra and Elon going live in 25 minutes. GM adopting NACS too?

"Parked Tesla catches fire in parking lot."

Perhaps I'm not the first to speculate on this, but I think there is about a 10% chance that we see a Form 4 from Elon tonight buying back some of the shares he sold last year. Maybe $1-$2B. The last 3 days have felt like the reverse of his selling sprees last year when the stock would always...

RIVN, NIO, and the other EV makers all spiked at the same time. Even NKLA jumped nearly a penny! Ford and other legacy OEMs stayed flat though. My guess is speculation on a Chinese announcement before market open tomorrow.

Hopefully we can get a succinct question about it on the Q2 conference call. Something straightforward like "Is Ford paying a licensing fee for Supercharger access?" Of course they won't say "Ford is paying us $XXX/car" but I could see Elon/Zach at least hinting at what type of agreement is in...

I wonder what the payment structure for this is. In the past Elon has said anyone is welcome on the network as long as they contribute to the buildout and maintenance of the network relative to how much they use it. With nothing yet stated about Ford contributing to the buildout, I suspect...

Numbers are out: Tesla Vehicle Production & Deliveries and Date for Financial Results & Webcast for First Quarter 2023 | Tesla Investor Relations

Good memories! I camped overnight at the showroom near Cleveland. When I got home the next day and read about the crazy levels of excitement all over the world, I plowed the rest of my money into TSLA. I want to say it was around $230 pre-pre-split that day. Still have the car, still have the...

Is "price war" seriously being thrown around as a negative thing now? That's hilarious considering we're coming off decade of "Tesla only makes toys for rich people".

Initially when Tesla is assuming the liability I would expect them to obey the posted speed limits. Isn't this what Cruise and Waymo already do? Once autonomous vehicles become extremely common then I think you'll start to hear talk of increasing the speed limit by 5-10 mph if it proves to be...

Did you take that picture?

Netflix ATH was $690 in late 2021. It is currently at $366.

They already owned 5.3% as disclosed on last years 13G/A. This new one is 5.7% so this seems to be a modest increase.

Only 1115 more days like today to reach ATH!

Perhaps Ross is right for his clients, but as someone not planning to sell for 10+ years the mechanism by which Elon sells shares makes no difference to me. I'm here for the fundamental value creation which will bear out over time regardless of who owns the shares. I'll cash in when the...

Same for me. I had just assumed the red was permanently burned into my monitor after the last 4 months.

It's very obvious that demand is currently the main factor driving pricing decisions, and how hard to push on the production side. Prices are dropping. If you think Tesla's current production push is anything like what we saw from 2017-2021 then you weren't paying attention or you are being...

I think there's some sort of bug in Google's stock ticker. The line that goes down is pointing a different direction, and it's got a weird hue to it today. 🤷

I don't have solar (yet) so no inverters.

Just wait until GM releases their Q4 EV growth numbers!

I got stuck in an infinite loop. When I click "Agree to privacy policy" the submit button becomes disabled. When I uncheck it the button is enabled but says "You must agree to the privacy policy" when clicked. They must have hired the same programmer that does the EVgo stations.

I appreciate you looking that up! I was playing around with the calculator on Tesla's site but I couldn't get it to show 2 powerwalls for some reason. That's exactly what I was looking for. I don't mind a slight premium over what Tesla is charging, just wanted to make sure I wasn't getting...

Great info, thank you! I'll check out the video later. TGP is who I spoke with as well. Perhaps you cover it in the video but did you get a "Span Panel" as well? Seems like a good way to future proof if I end up wanting solar or someday get an EV which has V2H capabilities. P.S. I've been a fan...

I'm building a house in Michigan and looking to get 2 powerwalls installed in a for backup power. The only company I could find around here that can install them is quoting $28,000 (before tax credit) for the two powerwalls plus installation. Is $14k each a reasonable price? It seams high to me...

Very good points! Let's put some estimates to those groups. The first group is probably the largest of those, my understanding is it's a reasonably small minority though. Maybe 25,000 people? Can;t see how it would be over 100,000 people, keep in mind people who have it aren't frequenting the...

I've seen Troy's estimates used a lot as a reference for FSD fleet size but I think that's a dangerous thing to do. People self-selecting to fill out his spreadsheet are almost certainly more likely to buy FSD than "normal" buyers. We know Tesla just disclosed "Over 160,000" vehicles in the US...

Joe Gebbia (Airbnb co-founder) appointed to Tesla's board.

Twitter deal reached and Elon is buying back in? Probably wrong but it's an oddly smooth upwards chart for AH.

You're off by an order of magnitude. That's actually $0.27 recognized in Q3. @TheAccountant may need to update his models.

It is obviously prudent to mitigate risks. That is not what I was commenting on. I was commenting on the idea that Tesla would be better off without Elon. The equivalent analogy would be someone in 2004 saying Apple would be better off by getting rid of Jobs.

To those suggesting Elon is more of a liability than an asset, what do you think happens to TSLA if something happens and Elon is no longer CEO tomorrow? Do you honestly believe TSLA share price would rise on that news? Because that's what you are claiming.

Have you told that story here in more detail before? I would love to read.

Only if the market expects the loss to occur in every future quarter as well. For that to happen Tesla would need to continue purchasing a similar amount of BTC and BTC would need to continue falling at a similar rate. Both seem rather unlikely.