It's not Sandy, they added this:
It’s a different way to deliver a new product for Tesla. Simultaneously across a few diff geographies.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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It’s a different way to deliver a new product for Tesla. Simultaneously across a few diff geographies.
Let's say 85k. A quad motor R1T with 328 miles of range goes for 87-92k depending on what you consider as comparable options to the CT.
If that comes with 400 miles of range that will destroy the R1T value proposition. Even if it just matches their price that's huge as we can assume it comes with average to better than average Tesla margins.
5% chance it's Marques if that is what he tweeted. Almost seems like he wants the most engagement with a good title because it's a good tech story that he thinks is under-represented. Cybertruck is like the opposite of that.
I pretty much agree with all that you said except I wasn't inferring that Tesla is ready to take on liability. It would be hands-free but you still have to keep your eyes on the road and be ready to take over. At that point, I don't think Tesla's liability risk is much different from Blue Cruise hands-free driving.
My bigger point in asking this question is that hands-free and non-beta seems extremely possible in the next 12 months. It's not robotaxi-ready, but it's a huge step toward getting there that the market won't ignore.
Because as you said, this would put us squarely into OEM licensing territory.
Nvidia earnings is this afternoon 15mins after 4pm. Most believes this earning would either crash the QQQ or continue the gravy train (Macro TA is predicting a higher chance of a crash). Option dictates that a 9% movement is expected. Lets all pray it's a good one.
I would say to me at least, for Tesla to say FSD is not beta anymore, it means they're willing to take on liability. At least to some extent.
We will have to see. The rumor is that the top range will be 350 miles at launch, but rumors are just that. I'm not believing anything until it's confirmed, same with that pricing.
It could just be an Elon semantics thing, where it's no longer a Beta program (early access), but still labeled with "Beta" like most Tesla stuff still is.
Hilarious that that the entire market is dependent on a single stock that is priced for perfection already, is rallying today yet again....and is only 2% from it's ATH (set just a week ago)
Whoever has any short term bets on a market dependent on Nvidia is the most psychotic person I would every know
Eh, Elon's clarification was actually pretty clear and clean cut to me. He wasn't talking about early access beta users. He was talking about exiting beta completely.
Everything Elon says is clear until the result is different. AP, Wipers, Headlights, etc are all in Beta still.
Press release from Texas Public Utilities Commission. First VPPs (or Aggregate Distributed Energy Resources - ADERs) are online on the Texas grid (ERCOT) made up of Tesla Powerwalls.
Any company that has "AI" associated with them got a pretty substantial boost after Nvidia's last blowout earnings. Tesla did the same for any company(and even raw materials) associated with EVs the last few years.
The rumor I head is that the delivery event will start with Elon driving the Cybertruck across a lake to show off its amphibious capabilities.
(Actually that's a rumor I started....just now)
Well for the next 10 mins, you can watch practically any ticker out there and know exactly how well Nvidia's earnings are lolStock market functions in mysterious ways that we will never understand
Part of me wants NVDA to do well since i have some exposure in ETF's and it'll benefit $TSLA indirectly.
Part of me wants it to tank so i can buy more $TSLA since they are both AI companies right? right? (I forgot $TSLA is only considered an AI company when other AI companies disappoint)
...because his last live demo of something unique about Cybertruck went so well...
Well it raised awareness of the product very effectively.
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