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I'm talking about evidence of wrongdoing or bias from the judge.

It's not hilarious, illogical or a "fail". Vote how you want but you don't need to be a jerk. Tesla's moving because they don't like the Delaware decision. That's fine. I'm pushing back against 2 things: * that it was politically motivated. The fact that Delaware has captured so many of the...

You have zero evidence here.

Couldn't agree more. I'm on the fence about a lot of the shareholder vote stuff, but will be definitely voting against moving to Texas. People keep talking about some politically-motivated judge in the Delaware compensation case, but that's just hard to believe when 68% of fortune 500 companies...

But isn't he saying that if things don't go his way, instead of building AI products at Tesla he'd go build it at xAI, where he has probably close to 100% control and can't be overturned?

Hmm this to me reads like a beta release of 12.4 specifically, like just the build of 12.4 that's released to a small group of testers to double check things before 12.4 is available to everyone (and not called "beta" but still called "FSD supervised")

Do those seem like lasting advantages? Or Tesla advantages specifically? Most of the things you listed there are in line with what other companies are doing as well, especially around AI and data collection. And maybe this robot model from some other company only has 7 DOF in the hand instead of...

Can you elaborate?

What is so interesting about Optimus? Seriously. It seems like the product where Tesla has the least competitive advantage. There are several other companies doing the exact same approach as Tesla is doing with Optimus, so what's Tesla got here that's special? This is in contrast to FSD: Tesla...

Elon does not own Tesla's AI developments. He was also a lot closer to 25% before he sold a huge chunk of it, so you're basically just talking about him holding the company for ransom.

Don't do this.

This captures my sentiment pretty well. His % ownership would be a lot higher if he hadn't sold off a ton of it. And then to come back months later and say "Actually I need 25% or else I might not feel comfortable developing AI products at Tesla" feels like a not-super-veiled threat. And then...

What's the woke mind virus? Sounds really big and important.

What? Is your response to "Regulators are investigating if Tesla consumers and investors were misled about self-driving claims" simply "hey, we're all probably guilty of something"?

You wrote a lot of interesting stuff here and I don't want to gloss over it, but these two sections to me are the most pertinent points: if Tesla is going to globally dominate self-driving and presumably gain multi $T valuations, the threshold for "impractical" goes way, way up for everyone...

What does it need to stay current with? If we get to the point where Tesla is releasing "self-driving" and it's good for some very long amount of time between disengagements, then sure it could improve, but at that point it feels like it's largely solved. I feel like we're going to be building...

The "dominance" part I legitimately don't understand. Self-driving is hard right now because no one has done it. Waymo sort of has done it, but they control all the vehicles and the vehicles only work in specific areas. But if Tesla comes up with a general solution and then releases it out to...

Yes, I understand this in broad strokes, but it feels kind of like "well we should invest in computers because people are gonna be using a lot of those". What is it about those technologies that's relevant to Tesla today, or Tesla in the next 1, 2, or 5 years? Are these technologies merely...

Sure, anyone can mute anyone on here, but we want to at least stay somewhat on topic. How is potentially going to Mars in 20 years relevant to investing in Tesla today? They seem unrelated to me.

"Postponed" by a company that skews, shall we say, "aspirational" with its timelines. Not a complaint on my part -- I'm fine to wait until something is ready -- but in other news, I'm also postponing my plan to produce a profitable $25,000 EV.

This is what I've been thinking about lately as well. Disengagements are useful data points, but it seems like lots of just normal mundane human driving is way more valuable. And also that you wouldn't want FSD to learn from its own bad habits. That's what's been confusing about the "1 billion...

Is this really how it works? Does FSD train on its own output? That seems...not great? It seems like it would be way better to train it on human driving.

I don't understand: the original post was them talking about how they got it wrong. That even with their conservative-seeming projections, they still ended up being overoptimistic. This did not read to me like someone demonstrating how right they've been, falling back on "i've always been...

☝️This is what turns this place in to an echo chamber.

I don't understand -- is this supposed to be some kind of dunk on @Zaddy Daddy 's post? Are the assumptions bad? Why? None of us knows what's going to happen. We all have mental models and we're all making guesses about what we think is likely and possible. The original post even said "let's...

Haha so much for "open-minded perspective", huh? This comes across as incredibly patronizing. "Have you considered that maybe you're an irrational virtue-signaller that's poisoned against Tesla and you believe whatever is fed to you? Just a thought."

Yeah, I guess I'm surprised to hear that. I charge mostly with the J1772 adapter and bought the Tesla CCS combo adapter as soon as it came out. To me it's just "sweet! more places I can charge."

why wouldn't an adapter change that? if it worked the same either way, i don't get why someone would care.

Wow 50%! That's nuts. Seems like a great purchase if you expect TSLA to be sideways/down for a while. YTSL at least holds some TSLA so you get some upside, but accordingly less dividend too.

Ok, not exactly the usual topic of discussion around here, but does anyone here have feelings on YTSL ( Tesla (TSLA) Yield Shares Purpose ETF | YTSL )? It tracks TSLA mostly, but generates income from "a covered call strategy and moderate leverage". It's honestly pretty attractive to me as I...

Good grief indeed. Trudell is quoting Matt Levine's Money Stuff newsletter here. That's it. It's a good newsletter that highlights unusual financial stuff every day. It's not "slagging Elon" and the "free speech" comment is just confusing.

That's true -- you didn't, but it's something I've seen thrown around here recently. I think my point about shifting standards still is relevant though: regardless of macro issues (not like we don't have our own these days), the "minimum viable product" for an EV is leagues more refined now...

No, I'm not saying it's easier. But the market cap comparisons specifically are going to be misleading: gaining some small traction as an EV startup these days gets you a way higher valuation than it would have in 2013. So a $1B EV company today is likely nowhere near as far along as a $1B EV...

I don't think it's useful to compare 2013 Tesla with 2023 EV startups. The market is totally different: the EV market in 2013 was a rounding error and EVs were at best a novelty for environmentally-minded rich people or techie weirdos, barely elevated from a garage project. Standards of what...

Haha you could definitely tell that he had two company-prepared responses: "curious citizen" and "DEFCON 1"

Had an interesting experience a week ago in Atlanta. I had seen maybe 2 months ago some model Ys driving around with the California MFG plates of 63277, but I finally got to see one up close and at a stop light. Strange sensors on top with mirrored glass on the outside and definitely different...

So this brings up a question I had recently. If you go through the OptionAlpha video courses, one of their videos describes your "edge" as an options trader, namely, that IV tends to overestimate actual volatility and therefore options tend to be overpriced and therefore it's better to sell them...

Dang if only he had made the announcement via Whatsapp we could have gotten an 8:1 split. 🎲 Game Die Emoji

Charging for a HW4 upgrade would greatly piss me off, and I'm on a TSLA investor forum and want them to succeed and have given them the benefit of the doubt on a ton of things. This would definitely be the wrong move for them.

Is this actually a good thing? Genuine question. My first thought would be that R&D is exactly the kind of stuff I'd want Tesla spending on: please keep developing cool new stuff.

This doesn't feel like a fair comparison: one an opaque, authoritarian country of effectively limitless resources, and the others are some individual, publicly-traded companies.

what are the indications you're seeing that they might be doing this?

Specifying which lot is sold is something that you do after the trade. IB has a wonky Java app called "IB Tax Optimizer" that has to be downloaded every time you want to use it because it only lets you do it for trades happening in the last 24, maybe 48, hours. It's not a big deal if you don't...

I share a less optimistic view about digital contracts from the early hack in Ethereum DAO (The $55M Hack That Almost Brought Ethereum Down - CoinDesk). As I recall, this was a really amazing case where a bug in the code allowed someone to siphon off $55M from basically an Ethereum-backed...

That was my thought as well! Which is why I'm curious what he's thinking :)

I'm curious what you mean by this -- are you talking about development of a machine learning-driven shortcut in the mining algorithms?

This comparison makes no sense to me. Any of the externalities you mention with gold or other currencies would of course be hugely problematic if those currencies use/extraction required people to die. But they don't. Bitcoin consumes huge amounts of resources -by design-. Also surprised at...

I found Elon's response to this a bit more illuminating: https://twitter.com/comma_ai/status/1344675033231237120 Definitely more qualified and fuzzy than "Level 5 in 2021!" like his previous interview. Gonna keep waiting here. He at least seems to be realizing a bit more that "Elon time" is a...

Hmm, so are you considering "profit" as both realized and unrealized profit? I want the stock price to increase, but as a shareholder I want that whether I sell the call or not. The covered call as you mentioned adds a negative delta to my position, so that's the confusing part about selling OTM...