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After looking at thousands of cars in Beijing, I have yet to see a single Model 3 refresh. I have seen 2 Xiao mi so far and many Model 3 refreshes in the states. Yes I have seen many Teslas, including S and X. Just not the refresh 3. I wonder if those are just being shipped overseas as priority...

It has always taken years for Elon to hit his promised goals because theses goals were always near impossible. First impossible goal was to hit a consistent positive NET margin using US workers/supply chain that doesnt exist (took 15 years since promise). Second was to build 500k cars a year(6...

Been in Beijing for the past 3 days amd my observation is that the Chinese have indeed replaced many ICE cars with EVs. The air is so much cleaner than 20 years ago, last time I visited. I can actually see clouds !! The variety of EV brand being bought here is pretty incredible and this is a...

It takes 9 to 12 months to go from chip shipments to datacenter being online. XAI have been renting server space from major companies like Oracle until a year or two into the future.

They probably called you already but you didn't answer cause it's a 1800 number. They will probably call again, so be prepared to answer and they will put in the vote for you. I think they are calling all major shareholders.

So is Axio survey based on investor's sentiment and not actually branding? Cause that's what the other poster was trying to say. Stock went down therefore Axio survey went down, has little to do with Musk and marketing. Then again that doesn't make much sense either cause AMD gave me a 10 bagger...

Check unit sales of ps4, xbox one, ps5, and series x man. Switch is a second console usually. The numbers are combined to be 2x of Switch sales. Also AMD is in cloud gaming, and their cpus for gamers are everywhere.

Yeah, doing fsd in China has two commands. "Go straight and keep going". The only way to get others to yield to you is by you trying to run into them. Fsd in China is actually not that difficult. My aunt and uncles drive like this and honk everytime they are about to run into someone. That's...

AMD is not even ranked while it's the heart and soul of Xbox and Playstations for over a decade. In fact the number of gamers who plays on AMD hardware dwarfs Nvidia, however Nvidia has a better name recognition. So I'm not really sure what this ranking is based on...the best marketer?

It takes like a decade to add this capacity outside of Taiwan. It's safe to say everyone is F-ed if there's a war for Taiwan. Good news is China is having a hard time populating themselves so a world war would collapse the country.

Nvidia, as awesome as their earnings go, has a TAM problem. Tesla, as crappy as their earnings go, has no TAM problem. This is the reason for the disparity of the two.

Just received a phone call about the vote, and they offered to cast the vote over the phone. First I thought it was a scam, but she had all my details such as # of shares and what account they belonged to with just my house number. I told her I already voted via email from vanguard but she...

Was Toyota at ATH during the chip shortage or was their stock getting hammered? Tesla benefited while everyone else suffered, now everything is reverting back the mean.

I have provided evidence WHY Tesla had a windfall and it came from gas prices hitting ATH due to the Ukraine war while there's a world wide chip shortage, causing a shortage of auto supply, and mass migration of people moving from cities to suburbs due to the pandemic. You know who else saw the...

Currently we have Zero US EV maker and rocket company that is self-sustainable and Elon so happened to be the CEO of both. He would fire himself but too bad he's 1 of 1 in the world with a track record proving so.

Yup, which is good news. This means we only have a few dumba$%es so likely this will pass as Yes.

The pandemic allowed many companies to hit insane growth due to that particular white swan events. Tesla was no different as they price gouged during chip shortages and insane gas prices. Many companies who saw such one hit wonders from the pandemic hysteria have reverted back to the mean, while...

One can argue that his compensation package were in play since 2018 and all the way till 5 years post award. Also sp jumped when earnings came out, not after Elon's call.

My numbers were very old like from 2010. I had trouble finding more up to date numbers. However I did find this which gives credibility to the 64% you are talking about. https://china.jdpower.com/press-release/2022-DFS

I think you are speaking as an Americans. In China, a lot of times when you make big purchases like these, you not only have to make sure your wife clears it, but also your parents. Also it's almost shameful to finance any car (or anything for that matter) in China. This is why only 6% of the...

The finance deal didn't have a 2 day expiration date. If it did, then I can see people dropping everything they were going to do and work on their car purchase for the next 48hrs. However this isn't the case and I see no reason why a typical person would want to rush any of these processes just...

Would love to hear some examples of "The history of foreign ventures in the People’s Republic of China (PRC) goes like this: Foreign company flourishes with unlimited local support. Foreign company builds a market. Foreign company becomes the operating model for local providers to copy. A...

Troy believes a customer can go from qualifying for financing, to car pick up, to insurance registration in 2 days. Also he doesn't know only 6% of chinese buyers use financing to buy their cars. Lastly this logic is also saying most of the cars delivered was all on the last day of that week...

Considering that whatever comes out of Elon's mouth has caused the earnings call stock to drop with like a 90% correlation, what you speculate here doesn't jive with consistency.

That and some Tesla bulls capitulated on X.

This happened in 2019 when Tesla had major lay offs and 2022. I believe after every major ramp phase when efficiency went out the window, you end with a lot of bloat until your next phase of ramp. Elon pretty much said it in his email.

You know the more I am watching this, the more I feel like everyone is wrong about what this video actually mean by "protecting Tesla's shareholders" with this vote. I don't believe Elon is going anywhere and he's not moving any announced projects at Tesla to another company. I think what they...

Uhh yeah, it will take awhile to see the money but that doesn't mean the stock wouldn't rocket. Also just like the supercharging standard, we may see a domino effect when one major automaker getting the party started. This gives Tesla's FSD credibility and probably will tank mobile eye stocks...

The Japanese served a need that didn't exist, which is a reliable car. US auto companies purposely put in plastic parts with a shelf life that usually ends exactly when the car was out of warranty. Americans got hosed by these practices for decades until the Japanese blew this door open. So...

I have found those who remains usually work harder and are actually more motivated because they see their hard work was recognized by the company, therefore was not on the chopping block. There, discussed. Moving on and I'll say the same thing again next year as Tesla makes their annual cuts.

We are talking about a FSD competitor that actually use Nvidia's top of the line inference chips in order to compute their trained models for self driving, not the cheapo arm based processors made by Nvidia used for Infotainment or nintendo switches. This is in the context of a competitor's FSD...

I was trying to say that there's a chance that Musk sees it as zero chance of passing regardless what he does. A short term stock pump would be futile therefore he wouldn't bother.

Yeah but every non-vote is a no vote. That makes the bar very hard to clear. So many retail investors doesn't vote ever nor do they even follow their stocks. So Elon can make the stock shoot up as high as he like but there will be a substantial amount of people not voting.

I think it's their safety validation process that takes 3-6+ months. It is the reason why Tesla seems to hold these new "blow your mind Vxx" fsd for months before release. Remember how people speculated that V12 was going to be worst than v11 hence they wouldn't release the thing for months on...

My post gets people the general idea (ie, Nvidia makes high margins on their chips). Is it 80%? They don't exactly break down their margins from Auto so it's hard to know, but it's not 20% or 10% when historically they have been making 60%-65 margins on their revenue despite being massively...

Okay, sorry, The FSD chip that was fabbed by TSMC/Samsung who bought their EUV machine from ASML and got the PCB board made somewhere in China I don't care to look up. Probably rather chew glass than to continue this conversion of you strawmening around.

You are nit-picking more and more to the point it's getting very annoying to argue against. ie. "FSD is no longer beta" is a waste of everyone's time. Nvidia makes 80% margin on their products, a product they don't even make. Who pays for this 80% margin on their chip? Will it be Tesla if the...

Competitors take Nvidia hardware and then repackage it with their software so inherently it's being sold for more. If every Tesla's FSD board was made by Nvidia, then it'll definitely be a different cost wouldn't it? Tesla's FSD development has always been about cost which makes them stands out...

Gee, I wonder if insurance will go up or down if TESLA is taking liability for FSD. Also if FSD enabled cars are safer, it becomes government mandate eventually, kind of like back up cameras used to be a premium feature but now it's mandatory as a standard feature. Also what kind of...

When the car becomes autonomous, insurance companies will start dictating the take rate. Tesla also made the system to be highly compatible(vs competitor's), which can help make it spread throughout the entire auto supply chain in a quick manner. Frankly the last thing I am worried about is the...

Not if autonomy is solved. Many people are not interested in trying beta software in which they have to pay attention. When people can watch a movie, read a book, or sleep in the car THEN it becomes a must have feature.

As the march of 9s happen, AI training's rate limiting step becomes searching for quality data vs training quality data. The model will also be more optimized and simplified, which will require less and less resources to train. Right now Tesla is in the brute force stage trying to get V12...

Are you saying it's better for Tesla to leave Nvidia based datacenters under utilized? Currently they are going balls to the walls because many of these larger projects are not yet solved and Tesla wants to be the first. There will be a day when it will be solved and Dojo may become better than...

Except is not just for XAI, but allows Tesla to build out the team needed to start renting out datacenters as a service, which has been guided by Elon many earning calls ago.

Okay the context is Elon doesn't step down as CEO after losing his compensation because he is not a quitter He will be taking FUTURE AI developments(meaning beyond FSD and supervised training for Tesla bots) to XAI because he will have a hard time hitting 25% ownership of Tesla. He may...

Dude I am talking about in a future alternative universe when Elon actually takes away AI future development from Tesla to XAI, which would free up massive amount of server space from Tesla. He can't move these datacenters from Tesla to XAi because it's Teslas property, so he will have to buy...

Dojo, Nvidia

Yeah, the guy bought a boatload as if he enjoyed being treated like an insect...but now he be complaining for what? He fully supported Elon doing his thing based on his actions...but then got nasty after got unfollowed on twitter because Elon didn't want to pay out dividend like how he wanted.

I think it's probably not even a bad thing if Elon takes AGI to XAI. He'll buy server space from Tesla which would be a good cash flow finally using their AI training center to make money. However all the developed stuff will end up at XAI and he may sell it to Tesla if any of it require...

I think a substantial people will sell Tesla(institutional) if Elon is no longer the CEO. His hammer and social clout among world leaders are his primary attribute no other CEO in the world can match. There's a reason why he can accomplish(while being cash flow positive) better and faster than...