Significance? All bad news out?
Well if you were lucky enough to buy Canoo near the low you’ve doubled your money since Friday. I’m still down about 25% on my little play.
I like the review of their van. Totally out-of-the-box with nifty things I’d actually appreciate if I needed an EV like programmable braking and programmable output.
Last Friday…
Today, Monday…
Let’s whether this is a start of a new rally or just a DCB.
TSLA’s valuation is cheap or expensive will depend on your assessment of whether FSD, Robotaxis and Optimus would eventually become a commercial reality. Ofc, whether energy business is as big (or bigger) business than auto business or just a side show. No need further debate.
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MeetKevin is short TSLA again. Reason: FOMC and NVDA is challenging TSLA’s FSD. NVDA is confident to challenge FSD by Q1 2025 because NVDA is using far advanced chip for training.
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Paradoxically, having to take over only once an hour is actually way more dangerous than having to take over once in a few minutes. Your mind gets used to the car driving itself and can’t sort things out at a moment’s notice, after relaxing and not paying attention for so long.
The gold standard for me is always this: will FSD get to L4? And will Tesla take legal liability? Otherwise we are talking about a fancier L2 system that won’t materially change things. We are not talking about Robotaxis for example. Maybe there will be more subscribers if FSD is getting better? But then be prepared for more headlines of people getting killed by FSD.
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What does it mean? Received full order of H100s from NVDA? Or wisely ordered H200s and received them? Or has ordered the new B200? Somehow I got a feeling those who got H100s earlier are not that smart, B200 is 4x faster than H100 for about the same price.
As I find out more and more about TSLA, I become more and more skeptical about its long term prospect. Its technological advantage is almost completely wipeout by NVDA. Its self-driving and humanoid robots technology are falling behind NVDA. The only pillar that TSLA has now is manufacturing at scale. Ofc, compare to China’s manufacturers don’t mean much. The lucky part for TSLA is USA is hell-bent on suppressing China… so Chinese manufacturers are unlikely to come to USA to compete with TSLA. That is, TSLA should be able to out-compete all US manufacturers and dominate the US market.
Is not a valid response. Weird, so many people use this kind of reasoning…
You’re bullish because of a set of developments.
A challenger comes that would diminish the impact of those developments.
You iterate those developments as to why the challenger can’t win.
Saw many fawning posts on Twitter about how great Tesla’s 12.3 was doing. This is a rare negative post.
Waymo’s robotaxi has been operating in SF for years now. Don’t think Tesla will be ready to take legal liabilities anytime soon.
Looks like Elon is pushing for more FSD subscription. But FSD is still officially only beta software and is nowhere near FULL self driving.
How many people will die from this?
“Supervised” Full Self Driving is an oxymoron.
Even Waymo has crews monitoring things remotely.
Toyota is winning the electric vehicle race, as I have been saying for years. . People prefer PHEV over EV… Elon can’t give enough Cybertrucks to celebrities to win the race.
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Billionaries think otherwise.
Back to TSLA because of Optimus? Everybody think alike?
Few years ago, she said the next thing is BioTech.
Again defend her decision to sell NVDA too early.
100x? Current market cap = $571B. 100x = $57T 
What an idiot. 57t… absolute crap… I thought you believe Kathy Woods was an idiot.She sold Invidia and bought Tesla… dumbest move ever. She explains everything with lies. Now Bezos is the richest American even after the most expensive divorce in history…
Meanwhile what do people think if Trump wins?
Will he get rid of all tax incentives for EV?
Or will he support his buddy Elon?
Sophie’s choice…
