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Imagine changes in climate (previously called global warming) combined with natural variation in weather patterns resulted in flooding of 1/3 of a country-- well it did in Pakistan.

RT and optimus to deliver packages-- are you listening amazon? Maybe the major auto manufacturer they are talking to about FSD licensing is rivian making amazon delivery trucks...

And a conference call telephony system that actually works...

War on volume to push profits: focus on ai and fsd and software margins are huge. License to other oems. Safer than a human driver by 50% (low bar) and take out insurance market… if human life has value and decreased car repairs has value than go to war with ai and realize real value…

Doesn’t take an AI algorithm to figure out if oil is more expensive gas is more expensive and cars that don’t run on gas will have more value. But regular economics don’t apply to Tesla…

Macro trading pattern: some positive news, which is actual news about tesla, TSLA raises 5 to 9%, then over the course of the next 1 to 2 weeks, walk down by 1 -2% every day with articles spinning negatively or just plain fabrication (the algo traders job is to fab articles, tesla's is to fab...

Need to make it possible to see a used tesla, walk around it, prior to placing an order and purchase.

Lets separate the benefits from EV Semis-- carbon credits, regulations, etc, and just look at the pure economics on a cost per mile operation for the Tesla Semi. It is cheaper, so really its not about anything more than a company saving money on the transportation costs. Credits, regulations...

An awful but market based perspective. (as everyone knows) In most companies that have layoffs the market rewards them for cost cutting. TSLA is different, always driven down given negative and positive news. Meanwhile AI continues learning how to drive on its own, don't look for MSM to be...

One of the points of a FSD system was to utilize the car instead of parking it. So a family might not need multiple cars in an FSD world. Can be used to school pickups and kids activities before even thinking about other non family use cases. On a simpler level, the savings from decreased car...

Improvement is based on the whole AI concept, so 50x improvement would be equivalent to one teenager learning to drive with one parent, and then doing that process 50x in the same month. The analogy is similar to sam altman's ted talk on AI about a decade ago, the analogy was one medical...

Or watches a drama on youtube while driving in dense city traffic, occasionally on the opposite side of the road.

🤔

Yes pls discuss esp how retooling factories for unboxed building process with smaller factory footprint will increase or decrease cost of production? Just asking for a friend...

and by rapidly growing competition you prob mean xiaomi... (/s)

One of those specifications is making more money per car than it costs to make it.

Or schedule a test drive demo with a buyer's new tesla after delivery. It is complex and takes some time to trust.

They don't need to filter since 99% of Asian drivers are on target and super vigilant about their cars. Anecdote: had a taxi driver in Istanbul watch his Turkish drama on his phone while simultaneously driving in heavy Saturday night traffic. Another: 5+ lane highway from Shanghai airport to...

A quick round the block in car tutorial of FSD might have pushed me to buy the demo car and leave my 2016 MX behind...

Canadians will have to wait since they have better overall health care-- long term and chronic care, and they have Lake Louise and Whistler, so they will have to wait it out since they can't have everything...

This is a great idea. Had a loaner model X plaid with FSD a week ago for a minor repair on my 2016 MX. Knowing all about fsd and having extensive autopilot use on my own car and recent rentals did not prepare me for the FSD experience. They are no longer selling a car, they are selling a...

Optimus? (Optimi)

But great P&D numbers will hurt more.

Also other reasons for continued downward price pressure: 1. New factory construction 2. Refreshed M3, presumably easier to assemble 3. New product line CT 4. Rapid progress on FSD with use of AI to decrease injury and accidents instead of just making movies of dolphins riding bicycles. 5...

As it may seem chaotic, in most of these large cities that I have seen very few accidents. Because the car has so much value and taking advantage of a gap, etc is the norm. In fact if the FSD system responds fast enough, training in an aggressive traffic environment may be easier.

Looks like it was trained by other drivers, who always follow the driving rules... Lets get training done in some place where this is normal, like any big city in the Asia, and then see the results...

It should be 20% lower since the current price manipulation err movement is based solely on lower volumes, 1 week new years vacation in China, and MSM constant headline of lower EV demand.

Consensus should really be 80% of 475k: 380k...

Cheaper mass produced car requires huge volumes to achieve economies of scale. Achieving high through put on an automobile is going to be challenging whatever way its done-- subsegmentally or optimus or whatever, so does not take a rocket scientist to know that it will be a ways down the road...

Regarding the last comment above for the market's reaction on volume: Yes and no. In a prior conference call for Tesla, Elon had mentioned that the profit per car would be dwarfed by the profit from FSD deployment and realization. To this point it was even mentioned that they don't even care...

Other factors which have made TSLA red recently: Beginning construction of a new factory in Mexico with plans for a smaller cheaper car. Possible factory in Thailand Giga Shanghai expansion Roll out of FSD V12 to non employees. Active AI use of rapid learning of driving by video observation...

Rivian needs to step up its powerpoint game...

Lunar calendar shifts by 10 days every year.

Monday

Related to AGI and the apple 'car', i'm guessing that when apple saw SoraAI and then knowing how much it spent on original AppleTV content, that funds used to make a car with lower profit margins could have been used for AGI to make a SorAppleTV. Combined with the goggles, certainly more along...

Maybe collaboration with RACE-- let Ferrari handle the suspension details etc, because with presumably 2000 bhp, such as a Battista or Nevera, will need real race suspension even with thrusters etc. Maybe there is a quantum photon dot type motor in the works? And elon needs time to focus on...

I know another car company with advanced sensor suite paired with AI that makes more cars every year on a year over year basis, but gets hammered in the market and basically level valuation over several years, despite increasing number of factories and increasing deliveries and cash flow...

They pivoted to being Car bears....

I’m also in the 500 mile range camp, while it’s not related to towing or huge road trips, a very common scenario when I was in Southern California is running multiple errands through the weekend, and then running out of range and having to charge near the end of the day, but waiting for the...

In a recent conference call, Elon mentioned that we don't even care about the profits on the auto business because the wealth creation from release of FSD was going to be transformative. At this point, analysts hooked on the first part of this remark but completely ignored the second part...

Or work for amazon or ups in the warehouse and deliveries or bmw (although i heard their powerpoint robot is running circles).

I didn't like this video-- an algorithm told me to 'like' it... Love how companies chasing clicks for profits with algorithms, and tesla is driving to a safer future, pun intended... (if you can spare time today, this video is well worth watching. And might answer the question of how they are...

Production is hard, but the pathway to make it profitable is improving. Seemingly ignored in the all media outlets (obviously) and unheralded after many recent CC was the concept of a new production method, making the large sub assemblies in different locations. This would presume fewer parts as...

Aaannnd we're back... Maybe connect the dots between misleading headlines, micro trades, and options movements. TSLA remains hyper reactive to headlines, from directed trades or algobots? Whichever way it is, someone some entities are making huge bank on the TSLA gyrations on minute by minute...

Texas is "US adjacent" and most of Texas is originally from Mexico.

So everyone talks about conference calls and especially mentions future growth and guidance. Tesla introduces several new products lines including Tesla bot – – Amazon, are you listening? Do you still want to pay workers to load and move packages?, $25,000 mass market car to start in 1 1/2 to 2...

This would be a very boring date...

Tuesday through Thursday after 10 am EST. I wonder if other equities have similar trading patterns, or is it just tsla?

Also its Monday.

Pricing will likely be on par with newest porsche taycan when optioned with 'sport chronograph', and expect that 'ring record to drop with the roadster. My question is: is Tesla gng after the recent taycan ring record or the actual porsche 918 record (presumably would need thrusters to keep the...