Tesla Talk

I checked the first page of results of your Google link.

It looks like there was one source for this 44% (not known to me, possibly from years ago before TSLA was in S&P500 and it became mandatory for index funds and the like to go long?) and everybody is quoting it or each other. Literally quoting it word for word. Is this your definition of "every reputable investment resource online"

wow.

seriously?

here’s just one, but you can honestly take your pick 🙄🙄🙄🙄🙄🙄🙄

https://www.barrons.com/livecoverage/tesla-investor-day/card/who-owns-tesla-s-stock-a-lot-of-ordinary-investors--esTdA99yJqp9uxiy4e0L

Interesting. I take it you have no intention to even invest a tiny amount into TSLA then? I know you have done in the past. PE is fairly meaningless in a tech stock in a disruptive market - not sure why people still use that. But of course market cap should reflect net present value of all future profits and that seems absurdly high for a company just making cars and car chargers

We will come back here and you will find that you were completely wrong. But at least you are honestly answering the question. If only @sk8board would do the same.

I predict that the AI arms of Tesla alone (excluding cars, car chargers and energy products) will be worth several times what TSLA is worth now within 10-15 years

We'll come back to this in 10-15 years and see who was right so 😂

Investing short term in a (somewhat) disruptor is fine, its like betting on red or black (ignoring the greens/0 that mean the house always wins overall). You're as likely to win as lose. Not long term though. I have invested and took profit multiple times with Tesla when the numbers made sense, but only ever ultimately based on my subjective opinion rather than driven by logic and numbers. That means any investment was a bet and not an investment. I work in finance and the idea of subjectivity rather than quant data is not a great source for confidence.

Tesla is over 20 years old now so I don't fully buy the new startup disrupter anymore. When tesla was formed I was still in secondary school and now I'm a hairy old man with a family and a mortgage and two teenagers. Tesla were a disrupter in 2008, 2012 etc and that argument carried to the model 3 launch. There are car companies younger than Tesla that have started and folded in a single model cycle for tesla.

Good point. Boards is a weird spot where people who were in their 20's in the '00s-2015 are hanging out (and less and less each year) but no real new users join here. Anyone that contributes a fair bit but has a recent join date is 99% a rejoin of an old user (like I was, I first joined in 08 I think). I wonder in 2034 will there be a boards or will some of us that are left be down memory lane on r/theboardsyears or something 😁

Yes, like the chap who used 10k bitcoin to buy a pizza. He did well, as the bitcoin were free to him, but he could have done a heck of a lot better by hodling. I had shares before the first split.

Will anyone drop the premium connectivity now that free spotify is going? Can't see myself keeping it. Hotspot for the few times I use netflix etc.

I'm considering dropping it because the reception is worse than my phone. I didnt use the car spotify account anyway. Tenner a month is nothing (but over the year it's the same as the year's motor tax cost!). I like the visualised traffic and the satellite nav but to be honest it's nowhere near worth 120 quid a year.

I'm coming the other way. I didn't start to pay for Premium Connectivity after the free month expired without me missing anything. I haven't seen a compelling reason yet why I should and Tesla seemingly cutting features makes it less likely. It's not really about the actual cost at all as I'd probably have paid a once off €99 for a year if it was offered herre but I'm always reluctant to start another open-ended subscription.

The satellite maps were nice to have but I'd turned them off anyway as I was finding the plain maps less distracting and I'm not likely to be a subscriber for many of the other streaming apps.

When I think about it, the only improvement I'd value enough to pay actual money for would be Android Auto and/or letting two phones be connected to Bluetooth at the same time like in any other car. (So I am able to answer my phone while the kids play music, etc.). But I've made my peace with the fact that that's not likely to happen - and if it ever did it probably shouldn't come under Premium anyway.

Elon unveils his Robotaxi.
Two gullwing doors, under 30k usd, production supposedly begins 2026.
Inductive charging, and an all camera approach used for navigation.

Also unveiled was a 20 person Robovan.

https://www.reuters.com/technology/teslas-musk-unveil-robotaxis-amid-fanfare-skepticism-2024-10-10/

More photos:

https://www.caranddriver.com/photos/g62573940/tesla-robotaxi-gallery/

I assumed they'd build an automated charger or two at each of their superchargers to start where the car navigates to the charger, parks itself and the an arm reachs out and plugs the car in and then unplugs when full. That to me would be far cheaper and faster to implement than building large conductive charging bays.

That's what I'm saying. They've to develop wireless charging for both the car and charging hubs and this still won't be as fast as the option they already have.

The logical thing to me would be to install motorised chargers at current superchargers and have the cars use current charging technology. This would be faster and cheaper to implement.

Completely pointless and laughable. I'll eat my hat if this is out and functional before 2030