Tesla successes

[Kyle]

OK. This would actually get me to buy a Tesla.



Teslas Updated With Self-Defense Mode Where They Transform Into Anthropomorphic Battle Robots

Teslas Updated With Self-Defense Mode Where They Transform Into Anthropomorphic Battle Robots

AUSTIN, TX — In response to increasing risks posed by violent protests and vandalism against vehicles and dealerships across the country, Tesla announced that all models would be updated with a "self-defense" mode where they transform into anthropomorphic battle robots.

babylonbee.com

I definitely want the flamethrower option.

 

[glhs837]

I would say he's screwed, and he definitely is in Asia and much of Europe, but not domestically. Much of the world have a lot of cheaper equivalent (or even better) options, so if Tesla isn't the "brand name" EV, then there's no reason to buy it. He is probably fine here in the US, because the traditional companies are still not willing to actually compete and the small companies like Lucid won't be able to attract the investment to scale enough to take advantage.

So Tesla sales will slump for a couple years here, then when the next D administration starts pushing EVs hard again they will come back. Probably without Elon, you know just like how Bill Gates "retired" from managing Microsoft when he was unpopular.

You do know both China and Germany factorys cut production to shift over the thee refreshed models, right? And I don't know that the Chinese are really as good, although they are cheaper.

 

[PeoplesElbow]

@glhs837 have you kept up with the accounting issues?

I would really consider selling TSLA stock if the goal is to make money with it. I've said for a couple years now as a growth stock it's on its way down, natural growth stock cycle.

 

[glhs837]

@glhs837 have you kept up with the accounting issues?

I would really consider selling TSLA stock if the goal is to make money with it. I've said for a couple years now as a growth stock it's on its way down, natural growth stock cycle.

Not sure what you mean by accounting issues. And my goals are long. Did sell some a little while back when it was over $400 And I certainly wouldn't sell now. I've had a lot of experience riding out lows. Refresh Y rolling out. Robotaxi getting permitted, Cybercab coming along this summer. FSD getting its first Euro conditional approval. Energy storage set to double this year with a new factory. Semi truck factory moving along nicely.

 

[phreddyp]

Not sure what you mean by accounting issues. And my goals are long. Did sell some a little while back when it was over $400 And I certainly wouldn't sell now. I've had a lot of experience riding out lows. Refresh Y rolling out. Robotaxi getting permitted, Cybercab coming along this summer. FSD getting its first Euro conditional approval. Energy storage set to double this year with a new factory. Semi truck factory moving along nicely.

I see that you are still swallowing the robo taxi BS, until you can take a self driving anything home crap faced drunk without repercussions it is all hype.

 

[PeoplesElbow]

Not sure what you mean by accounting issues. And my goals are long. Did sell some a little while back when it was over $400 And I certainly wouldn't sell now. I've had a lot of experience riding out lows. Refresh Y rolling out. Robotaxi getting permitted, Cybercab coming along this summer. FSD getting its first Euro conditional approval. Energy storage set to double this year with a new factory. Semi truck factory moving along nicely.

Tesla (TSLA) accounting raises red flags as report shows $1.4 billion missing

Tesla’s (TSLA) accounting practices are raising red flags as a new report from the Financial Times shows that $1.4 billion...

electrek.co

 

[glhs837]

Tesla (TSLA) accounting raises red flags as report shows $1.4 billion missing

Tesla’s (TSLA) accounting practices are raising red flags as a new report from the Financial Times shows that $1.4 billion...

electrek.co

Will be interesting to see how this plays out.

 

[glhs837]

I see that you are still swallowing the robo taxi BS, until you can take a self driving anything home crap faced drunk without repercussions it is all hype.

That time is already here for some places with some different equipment. How soon will Tesla do it with enough equipment to make a profit at it? Sooner than you think, I suspect.

 

[phreddyp]

That time is already here for some places with some different equipment. How soon will Tesla do it with enough equipment to make a profit at it? Sooner than you think, I suspect.

Enlighten me please.

 

[glhs837]

Enlighten me please.

So you can take a Waymo while blitzed. Still technically DUI even though you cannot operate the vehicle from inside of it. Nobody has even been prosecuted for it.

The Cybercabs that are supposed to deploy in Austin this summer should answer that a bit more. As they dont even have controls. As for normal Teslas acting as robotaxis, I'm sure the controls will need to be locked out.

 

[PeoplesElbow]

So you can take a Waymo while blitzed. Still technically DUI even though you cannot operate the vehicle from inside of it. Nobody has even been prosecuted for it.

The Cybercabs that are supposed to deploy in Austin this summer should answer that a bit more. As they dont even have controls. As for normal Teslas acting as robotaxis, I'm sure the controls will need to be locked out.

Not sure that DUI would hold up in court, how would someone even pull over.

This thing is always transporting drunk people.

PRT (Personal Rapid Transit) 50th Anniversary | About the PRT

 

[PeoplesElbow]

Will be interesting to see how this plays out.

It's enough to make me run from any stock.

 

[phreddyp]

So you can take a Waymo while blitzed. Still technically DUI even though you cannot operate the vehicle from inside of it. Nobody has even been prosecuted for it.

The Cybercabs that are supposed to deploy in Austin this summer should answer that a bit more. As they dont even have controls. As for normal Teslas acting as robotaxis, I'm sure the controls will need to be locked out.

I had not heard about these.

 

[glhs837]

I would say he's screwed, and he definitely is in Asia and much of Europe, but not domestically. Much of the world have a lot of cheaper equivalent (or even better) options, so if Tesla isn't the "brand name" EV, then there's no reason to buy it. He is probably fine here in the US, because the traditional companies are still not willing to actually compete and the small companies like Lucid won't be able to attract the investment to scale enough to take advantage.

So Tesla sales will slump for a couple years here, then when the next D administration starts pushing EVs hard again they will come back. Probably without Elon, you know just like how Bill Gates "retired" from managing Microsoft when he was unpopular.

See how those China and Euro sales shake out after they finish filling the chain with the new model Y. Remember, all three factories switched over to a new version of the best selling vehicle they have, the Model Y, which lowered inventory and sales as buyers wanted to wait for the new one. Chinese early numbers indicate it might not be as dire as it seems. Lets check back in say Jul after the production ramp is complete.

Sales rose through the first Trump admin, and even when other folks got incentives and Tesla had none. I've been through three or four "Oh no, Tesla cant survive (insert current crisis here)" scenarios so far. I'll keep betting on them.

 

[glhs837]

It's enough to make me run from any stock.

This is my moonshot investment, not my make or break retirement stuff.

I had not heard about these.

So Waymo is geofenced to certain city areas and require some stuff that makes operating costs very expensive. Constant mm scale mapping to keep the vehicles aware of whats changing. They didnt need to use Jaguars, but they do. They also have three kinds of sensors in addition to cameras. Radar, Lidar, and ultrasonics. They require a pretty steep overhead staff to step in an assist in any case the car loses its mind.

Estimates on the cost of each unit ranges from $120,000 to $150,000. Takes a while to pay that off at cab fare prices. And the continuing overhead never goes away.

If Tesla pulls off the Cybercab, it will crush the competition. They are shooting for an all in vehicle cost of between 20k and 30K. Will still need remote safety drivers to jump in if needed. But maybe not so many. They have designed a wireless charging system and robotic cleaning system that reduces labor requirements considerably. These things need proven out of course. Initial rollout will be Model Y or model 3 vehicles. Which cost Tesla 35-40 to make tops. Cybercab has plastic body panels with color molded in. Right now there are about 5-10 of them running around the factory at Austin by themselves. Tesla has also recently started all vehicles coming off the line driving themselves to the shipping lots.

 

[PeoplesElbow]

This is my moonshot investment, not my make or break retirement stuff.

Ah, you holding onto it so long as a moonshot violates two of my rules for growth type stocks. Both came from experiences I had earlier. Also two others that apply to all stocks.

1. Don't hold growth stocks long term, I'd rather pay income taxes than bleed out money.

2. Speculative picks have to be due to an expected event, after that event happens or fails to happen get out.

3. Leave emotion out of it, it's about making money, no matter how amoral a company may be (did well with tobacco companies)

4. Doesn't matter what I paid for a stock what matters is where the stock is going not where it's been, even if I have to take a loss, also hanging onto one that isnt doing anything or paying a dividend is like having money in a no interest account in an uninsured bank.

 

[glhs837]

Ah, you holding onto it so long as a moonshot violates two of my rules for growth type stocks. Both came from experiences I had earlier. Also two others that apply to all stocks.

1. Don't hold growth stocks long term, I'd rather pay income taxes than bleed out money.

2. Speculative picks have to be due to an expected event, after that event happens or fails to happen get out.

3. Leave emotion out of it, it's about making money, no matter how amoral a company may be (did well with tobacco companies)

4. Doesn't matter what I paid for a stock what matters is where the stock is going not where it's been, even if I have to take a loss, also hanging onto one that isnt doing anything or paying a dividend is like having money in a no interest account in an uninsured bank.

Events keep happening. Potentially industry changing events. And there have been patches before where it was doing nothing. Usually right before it takes off. Even after selling some back in Dec at over $400 a share, what I have left is more than double what I've put into that account. So I'm good. The only reason I would sell more is if they let me buy into SpaceX or Starlink.

 

[PeoplesElbow]

Events keep happening. Potentially industry changing events. And there have been patches before where it was doing nothing. Usually right before it takes off. Even after selling some back in Dec at over $400 a share, what I have left is more than double what I've put into that account. So I'm good. The only reason I would sell more is if they let me buy into SpaceX or Starlink.

I believe SpaceX has way more growth long term. Isn't Starlink under SpaceX?

 

[glhs837]

I believe SpaceX has way more growth long term. Isn't Starlink under SpaceX?

Sure does, sky not even the limit But Musk has said flat out that SpaceX will never be a publicly traded company. He needs the control to make sure the mission plays out. Starlink is indeed part of SpaceX. Since its not mission critical to get to Mars, he's discussed spinning that off. An other money printing machine. And SpaceX needs those profits to pay for development going forward. One reason Starship is critical path is the sheer amount of bandwidth it can hurl into orbit with each launch. Its profitable launching the lesser sats that Falcon can put up there, but once they can spit 60 V3 sats on one launch.

SpaceX Teases 1Tbps of Download Bandwidth on V3 Starlink Satellites

The V3 Starlink satellites will be deployed via SpaceX's upcoming Starship vehicle.

www.pcmag.com

The detail offers a glimpse at how SpaceX plans on eventually rolling out 1 gigabit and 2 gigabit download speeds to Starlink subscribers when typically speeds have been closer to 100 to 200Mbps in the US. The company added: “Each Starlink V3 launch on Starship is planned to add 60 Tbps of capacity to the Starlink network, more than 20 times the capacity added with every V2 Mini launch on Falcon 9.”


 

[PeoplesElbow]

Sure does, sky not even the limit But Musk has said flat out that SpaceX will never be a publicly traded company. He needs the control to make sure the mission plays out. Starlink is indeed part of SpaceX. Since its not mission critical to get to Mars, he's discussed spinning that off. An other money printing machine. And SpaceX needs those profits to pay for development going forward. One reason Starship is critical path is the sheer amount of bandwidth it can hurl into orbit with each launch. Its profitable launching the lesser sats that Falcon can put up there, but once they can spit 60 V3 sats on one launch.

SpaceX Teases 1Tbps of Download Bandwidth on V3 Starlink Satellites

The V3 Starlink satellites will be deployed via SpaceX's upcoming Starship vehicle.

www.pcmag.com

He may need the money that only a public company can provide to do what he wants to do.

Even his fortune is small in comparison to what will be needed.