Electroman
Well-Known Member
So no FSD in Rome, then?
Yup. He was asked, if Rome will get FSD? He replied, "Nope".
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So no FSD in Rome, then?
Looking forward to your updated 2022 EPS projection! What are we talkin now.....$13.2?My projections did not factor in the payroll tax on Elon's exercised options. I don't believe anyone else had that factored into their forecasts.
It is a one time item that analysts should back out. Excluding the payroll tax, EPS would have been $2.84.
Yes me too actually. Exactly that. Just discouraged maybe. Sorry guys. Ignore me.I’m feeling inexplicably down this evening - not entirely sure why. Just sort of bearish short term. Anyone else feeling this way? Someone snap me out of it!
I’m feeling inexplicably down this evening - not entirely sure why. Just sort of bearish short term. Anyone else feeling this way?
Of course they did.
I’m feeling inexplicably down this evening - not entirely sure why. Just sort of bearish short term. Anyone else feeling this way? Someone snap me out of it!
Yes me too actually. Exactly that. Just discouraged maybe. Sorry guys. Ignore me.
Where??
Find a written document that says it
I’m feeling inexplicably down this evening - not entirely sure why. Just sort of bearish short term. Anyone else feeling this way? Someone snap me out of it!
I've heard that before, like my high school guidance counselor and I'll tell you what I told her...by that definition, every technological and scientific discovery is 'hopeful thinking'.But, it remains to be hopeful thinking!
Ford CEO:
“The Mustang Mach-E accumulated 27,140 sales in 2021, making it the second best-selling model in its class, trailing only the Tesla Model Y.”
What’s that? 20% of the MY’s sold in the same year? So far behind that calling it second best is laughable.
Gary didn't account for the 300M+ in one-time tax expense. Doesn't seem like anyone did. So while his estimate was technically closest, he was really quite far off. That Twitter guy(Steve?) was closest I believe. Something like $2.86, while @The Accountant is estimating the adjusted figure with this tax expense removed would be $2.84.Big congrats to Gary black for having the closest EPS estimate too. Dave Lee and Robs podcast was a great bonus tonight. Hard to price in fsd and bot futures into SP. don’t think market will react accordingly. Heck I am having a hard time digesting everything. The media will spin this earnings call negative with no CT and no 25k car. And everyone will be talking about that tomorrow.
Just like AI day - the goal was to recruit talent and the AI demo was incredible, not to mention dojo. But everyone was focused on the bot next day.
Feeling bullish that most investors won’t get it and we will likely have another opportunity to buy in “cheap” again.
And nowhere does it say that Tesla won't take 30/50/70/90% of the cut from a Tesla Network,
And remember Tesla has never promised that they will include Rideshare features
Or charge $50k a year for an automated recharging solution (someone needs to plug it ) etc.
EXACTLY. Tesla is going to make $ from a FSD robotaxi fleet. That I believe. Jack and Jill? I don't see it. If there is a consistently great revenue from an area there will be competition and Tesla will be the competitor. I've seen this model play out half a dozen times and news flash to the gullible- you'll be providing free capital for the richest OEM in the world.And nowhere does it say that Tesla won't take 30/50/70/90% of the cut from a Tesla Network,
Or charge $50k a year for an automated recharging solution (someone needs to plug it ) etc.
There is a lot of presumption that a working FSD solution will be valuable for the car owner.
I know it will be for Tesla, but I remain to be convinced that they will share much of it.