Recent content by alsetyledom280

I would like to stress a few important points before I start. 1. This thread is not about how good model 3/Y are and wonderful FSD is. Tesla cars are best cars for certain cohort of car buyers, and this is a fact. 2. TSLA valuation discussion is interesting and intellectually challenging, and...

Market breakdown US 36% China 34% EU 20% ROW 10% If model 2 is primarily aimed outside of US and Chinese market, this can be a tough sale as that will make Tesla a more traditional car company. A redux of m3 is better than m2. Any time Tesla spends on semi CT roadster are distraction at best now.

From Bloomberg news, Musk is in a surprising visit in China as of Sunday, meeting top officials to get FSD approved. Reminded me what Shanghai giga factory did at 2019/2020 pivotal moment in TSLA history. In some way, that factory saved Tesla and served about 50% global sales. Of course...

I fully agree. It is not about a preference of a person or a cohort. It is mass market adoption. I think it is a bit absurd to use upcoming model 2 to justify Tesla market cap valuation. Neither model 2 nor CT would justify Tesla current mkt cap. Toyota has 5x of sales of Tesla and 1/3 of mkt...

I thought folks have 3 choices of TACC, AutoSteer, and FSD if one subscribes fsd or bought FSD outright. I am in free trial, I have all 3 options.

Model 3 is great and really good looking in many ways. It is a small car. Model Y is best volume and best $ selling model any car model in 2023. Few cares about S and X these days per sales number CT is a flop most likely. Semi is for light potato chips load only so far. Model Y already at...

As I am not going to subscribe FSD after free trial. I tested AP today locally. On highway, AutoSteer is ok for me, I actually prefer I have full control when to switch lane. So I don't need FSD. On suburban local road, AP is much worse than FSD. It won't bother me much as I seldom use AP...

Tesla car is quite safe, but not as 5x safer as they claimed. If 5x safer, market based auto insurance premium would reflect that exceptional safety record. It is also a common sense you don't believe what they say, we need to do homework and due diligence ourselves. You would image if some...

U are all right and belongs to lucky group of Tesla drivers. My point here is that FSD subscription revenue is capped by monthly insurance premium discount for their Tesla, right now I see monthly insurance premium is between $100 and $200. In a way, GS estimate of some 75bn FSD revenue is...

Unfortunately what Tesla claims in their own safety report does not really count. Their report is far from scientific and they don't have other auto maker data either. It is an apple to orange comparison. What really count is # of fsd 12.x fatality or accident and market insurance rate if the...

That is the trend if fsd indeed safer and with good take rate. Insurance premium is marked to market (let us hope that, a big assumption)

Truly sorry I was in a rush and it is monthly for the poll.

FSD 12.3.x on clearly marked non divided suburban roads is indeed amazing. What does this mean for other industries as positive disruptor? About 40K+ people killed on road each year. And there are companies that thrive on such human tragedies, ie, insurance companies and hospital groups...

FSD is amazing. So what is your action next. I am interested about mass market take rate. Vote by your future action, not by your heart of how much you love it.

As tesla folks said on recent earnings call, this requires a lot of work of the FSD licencee, about 3 years from start to finish. This is technically doable. A more fundamental question is revenue from FSD, is it something (subscription) people will pay for it as an extra item or is it...