Source? I heard rumors but none seem substantiated.both XAI and Tesla EACH have puchased 100,000 H100s.
From I can only deduce each have more than 30K.
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Source? I heard rumors but none seem substantiated.both XAI and Tesla EACH have puchased 100,000 H100s.
Regardless, there's probably more there than meets the eye. Seems very possible that the required negotiations have not yet concluded.Not sure if this is good news or bad news.
This reminds me of something secured…an agreement in principle is just the start of the real negotiations.
I've seen a few comments from this Jim Fan on FSD and Grok. Made me curious where he's from in relation to Tesla. Turns out he's pretty high up NVidia robotics/embodied AI. Interesting.This may have been posted already. It's even more fascinating in light of the knowledge that both XAI and Tesla EACH have puchased 100,000 H100s. Grok+FSD=the way
Also, there's a good chance that 100,000 H100s have been secured for Musk Inc. use, but many fewer have been bought. I think Dell and Oracle are leasing H100s to Musk's various enterprises. Maybe others as well.Source? I read rumors but none of them are substantiated.
If robotaxi and autonomy don't work, Tesla will pivot back to consumer cars. It is not that big of a deal if you can look past a year or two. This company's ability to pivot quickly is one of its greatest strengths. The first several years were a "burning dumpster fire of stupidity," according to the CEO. They had to scrap the entire original business plan, fire the original CEO, and start over while also running out of money and staring down the Great Financial Crisis. In the end it worked out fine.
Even if all Tesla did was to take the current level of vehicle and manufacturing tech and spread it across a wider array of vehicle type, let the supercharger and service network grow, and increasingly advertise, they still would win. There is no one else. Need I remind the community that still today in 2024 NO ONE ELSE has disclosed positive profitability on EVs, not even BYD who lump their BEV numbers in with plug-in hybrids? That BEV competitors saw significant sales declines and announced major cancellations and postponements of their lofty BEV growth ambitions shortly after Tesla reduced prices? The robotaxi's form and architecture will be quite different from that of a consumer vehicle, but most of the Gen 3/Investor Day technology will probably be in there, and lessons learned will largely carry over to other types of vehicles.
Tesla has such a limited lineup. The styling of the 3 and Y look almost identical. Tesla doesn't have a large SUV, hatchback, van, minivan, small sedan, or traditional pickup. The paint menu does not include many of the most popular car colors. Considering that Tesla leads in every segment they currently participate in, the growth opportunities are obvious. Tesla is approximately even with Toyota in California, off of almost entirely Y and 3 sales. This demonstrates that Tesla can achieve nearly 20% overall share of a major automotive market, despite a comparative dearth of offerings. Having a simple lineup and few options is good while growing and learning, but in the long run and at larger scale, it makes sense to offer a variety of more specialized options, like everyone else has done. So, if Tesla decides to bet on this side quest for now, it's minor risk with potentially huge reward. I am not especially concerned, because they have plenty of money and competitive advantages to fail and go back to the original plan.
Why can’t you buy shares direct from TD Ameritrade / Schwab or some other company. Maybe this is a Europe thing, but just buy 1 share direct and you can vote. Is it really much harder than that?Same, I can't vote as shares are held with my UK broker H&L in a mix of ISA, Pension and trading account.
Why can’t you buy shares direct from TD Ameritrade / Schwab or some other company. Maybe this is a Europe thing, but just buy 1 share direct and you can vote. Is it really much harder than that?
I edited the post to more accurately reflect reality. Good catch.Source? I heard rumors but none seem substantiated.
From I can only deduce each have more than 30K.
Oh, look. You posting the same bogus, incorrectly translated post again. Bravo, troll.
Try harder.
Speaking only on this point. Actuarial analysis takes into account claims frequency and severity (actually all insurance underwriting follows that two element evaluation. How it is done can become devilishly complex, conceptually it is simple). Extended warranty on known performance items such as most Tesla powertrain components, become interesting.Gross vehicle profit would take an immediate hit due to increased warranty reserves based on accounting firm predictions of failure rates. Given the bathtub curve of failures, and degradation in general, that may not be fiscally beneficial.
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Such a weird way to spend time......actively searching for "bad" news about a particular company.And it's previously been debunked, c'mon man try harder, it's too easy.
Not at this point, shareholder of record date was April 15th.Or it's the opposite.
Would it be possible for Elon haters to buy up shares, vote their shares, and then sell off before the vote?
I guess this wouldn't be enough to actually influence the final vote unless it's really close.
Yes, but far too many variables to discuss in this thread. In general both have had quite excellent marketing tactics and strategy, with SpaceX perhaps the single most effective one thus far. Tesla was outstanding for several years, with quite specific approaches to each major country. Tesla, however, has lost the skills that brought them here. What comes next is not defined, although influential interested parties insist on adopting ancient and inefficient traditional methods. The jury is out. Only my opinions nothing more.Yes, those shareholding methods leave a lot to be desired for many. It's a shame that better methods cannot be devised. Do you have a general view of Starlink and Tesla marketing methods?
And it's previously been debunked, c'mon man try harder, it's too easy.
States that have successfully suppressed showrooms and service centers are finally having an effect on overall demand perhaps.
How's a 10 second fix for the Cybertruck recall sound?
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Source provided gets trashed, then proceeds to strawman using speculation. Noise bro, this is what you are.Fair enough, news moves fast.
Doesn't really matter though. Tesla is demand limited at current prices. So, sure, they can increase production to spread out fixed costs over more units...but those units will pile up in inventory or they'll have to cut prices again, which will lower margins.