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NYT:huh? there was a signed deal with Mexico over the weekend... Next big macro is if Xi will join G20 and meet with Trump.
I don't have a good way to time it accurately. It is so fast it hurts....Have you timed 0-60 with Ludicrous yet?
The employees all have stock / stock options. That's why they're a bit salty right now. Take the pole again when we're over 300
Did Porsche take the cars off the road for a year and give the owners a loaner while they waited for parts?
I assume they consider the risk pretty severe if they are taking the car off of the road for 3 months and giving the owners a loaner vehicle during that time. (Which will probably be an ICE, which maybe the $800 card is to cover the gas expenses.)
The improved ride is the first change which might convince me to get a new car.I test drove a Raven S recently (for 160 miles!!!) and concluded the exact same thing. Model S is already the sales #1, but now the ride is something the critics won't be able to complain about when comparing with (for example) S-Class.
At least for the last 6 years they have.Has Tesla always livestreamed the Annual Shareholder Meeting on youtube? Noticed this pop up on my youtube feed:
Waymo doesn't have nearly as many miles on the road. However for training their system they can use simulators with predefined situations. It's not that difficult to come up with many possibilities.
....This just goes to show how superior the product is and why there will be no "demand problem" for a long time to come.
haha, that's not how it works. if you can model and simulate the range of possibilities, then you've already solved FSD.
For the record. Gerber isn’t getting my money! Maybe ARKOver the past week - I pulled all of my accounts with Morgan Stanley. The wealth manager who has been enjoying the nice asset management fee was initially heart broken then become frustrated at Adam Jonas when I told him the reason I left was 100% attributed to the nonsense and games his colleague plays with shareholders of Tesla. Hit em where it counts.
They're giving out ICE Audis + $800 for gas. Or an unaffected e-Tron (read not able to sell them e-Trons)So basically all E-trons are now recalled and Audi provides a loaner that could last until August. Let me guess, the loaner is not an EV.
Adam Jonas has a new note out. In this one he is making the case for Tesla to place its autonomy unit into a separate business, to bring in new capital in order to attract and retain talent, to make the mission bigger then just Tesla, to create opportunity for new partnerships, and to give the autonomous business a chance to be valued at higher multiples.
He’s suggesting a page from the playbooks of GM, Ford, and Alphabet.
“While we acknowledge the higher degree of urgency needed for traditional industrial companies to form separate "tech-centric units" to attract and retain talent vs. a company like TSLA, already widely thought of as a tech platform, we believe there are potential advantages to considering the value encapsulated within Tesla in the form of hardware, software, and access to substantial amounts of driving data/miles. Many investors to whom we speak do not explicitly include Tesla's Autonomy business in their valuation of the company, whereas we value their tech assets at $45/share.”
haven't we hear about this before, those short sighted bean counters always tries to sell the "shiny" stuff for quick money without any long term view, not unlike killing a chicken to get its eggs. they destroy everything valuable on this planet.Adam Jonas has a new note out. In this one he is making the case for Tesla to place its autonomy unit into a separate business, to bring in new capital in order to attract and retain talent, to make the mission bigger then just Tesla, to create opportunity for new partnerships, and to give the autonomous business a chance to be valued at higher multiples.
He’s suggesting a page from the playbooks of GM, Ford, and Alphabet.
“While we acknowledge the higher degree of urgency needed for traditional industrial companies to form separate "tech-centric units" to attract and retain talent vs. a company like TSLA, already widely thought of as a tech platform, we believe there are potential advantages to considering the value encapsulated within Tesla in the form of hardware, software, and access to substantial amounts of driving data/miles. Many investors to whom we speak do not explicitly include Tesla's Autonomy business in their valuation of the company, whereas we value their tech assets at $45/share.”
Jonas - "Many investors to whom we speak do not explicitly include Tesla's Autonomy business in their valuation of the company, whereas we value their tech assets at $45/share.”
Which shows exactly how much Adam Jonas knows about Tesla's strategy for autonomy and how they plan to get there. What a waste of an analyst