Artful Dodger
"Neko no me"
So this is what was under the big tent that was spotted by Joe Tegtmeyer on Wednesday: the first ever Megapack Installer Day.
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If you look at the trend, Tesla is growing AI spending faster than the Big 4 AI. If they spend $10B in 2024 on AI as projected, that will be more than a doubling over 2 years. None of the Big 4 AI players can beat that.
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So this is what was under the big tent that was spotted by Joe Tegtmeyer on Wednesday: the first ever Megapack Installer Day.
Is it? Or is it 2018 all over again? When everyone said it was absurd that Tesla could compete with Big 3 auto. And here we are...“None of the Big 4 AI players can beat that.”
This is an absurd statement on par with saying Tesla cant beat smaller EV manufacturers because one may have doubled sales year on year from 10k to 20k.
The “big 4” are spending somewhere between $7 Billion to $10 Billion per quarter each on AI infrastructure, while Tesla spent ~$1 Billion in Q1.
OT but kind of funny if you have been following the CT frunk cutting vegetables.
Turns out each closing of the trunk without latching increases the force. YouTuber almost cut his finger off repeatedly latching.
Yes, we knowSo....as I said, still a lot less the other companies.
Fwiw, Tesla spent about $1bn in Q1.
I've been driving a CT for a few days now. I can honestly say that it's a spectacular vehicle. Tesla hasn't lost its touch for making superior products.got my CT VIN today !!! for 2/15/24 order ..LFG
just happened to look at app this AM not sure how long it has been there .. no call or email from Tesla good to see the lack of customer service has not changed /s
$12, but I need a place to take a nap, and that's worth $12, and I live in my mom's basement and she pays for electricity, so I'm out.if you currently drive you car to work each day, what do you pay for parking?
Mom's basement is the greatest$12, but I need a place to take a nap, and that's worth $12, and I live in my mom's basement and she pays for electricity, so I'm out.
Buffalo installing Halfa$B DOJO. Gigafactory 2 becomes data center. Supercharges/Solar out, AI In. MasterPlan X.AITesla cutting another 26 jobs at Buffalo plant after ending Supercharger work
The latest job cuts, which are on top of 285 positions that were eliminated at the local plant in cutbacks announced last month, are only a modest part of the 500 jobs that Tesla is eliminating companywide by disbanding its Supercharging operations.buffalonews.com
26 more jobs eliminated today. It's becoming a near-daily occurrence.
EDIT - unclear if this is in addition to or part of the 500 SC team firings.
What did he say? I must knowYes, we know
and...Wife and I just got our notices from RBC securities for the vote. Thought it would be earlier. All good.
I will not feed the trollsWhat did he say? I must know
YES.So what's the consensus? Are we voting yes or no?
Wow, amazing. They can get a car out for $24k with 0-60 at about 3.5 seconds, a lidar, and 48 inches Led screen.There's been a lot of speculation around Tesla pivoting hard to AI/FSD/RoboTaxi over the last few weeks. It feels more risky because dumb EVs have done us very well over the last few years, but after some soul searching I think it's the right thing to do to swing for the fences to make a product that is seriously differentiated and hard to copy.
Look at what China is pumping out at $20k already. There's no avenue for wide margins with dumb EVs. Avoiding a race to the bottom on manufacturing costs is a good idea.
YES.
We cannot break a promise .
Yes, I wish Elon sold his shares differently than dumping in the open market . I wish he never bought the birdie. I wish he doesn’t tweet political stuff as he is the face of Tesla . But these issues don’t give us the right to break a deal once made in good faith and promised compensation .
We can always try to have the board draw up guidelines for handling of future compensation and share sale etc .
A promise is a promise and a Deal once made cannot be rescinded unilaterally .