Tesla Talk 2

there is absolutely no doubt in my mind that level 5 autonomy will happen - it’s actually reasonably simple - have every vehicle on the road be aware of all other vehicles around them, and they will communicate and flow around each other to their respective destinations. Done, right? (it’s massively more complex, but you get the idea).

However, getting there requires new autonomous vehicles to interact with the old current fleet of vehicles, roads, weather and geography.

To use that overused metaphor - it’s swapping the engines on an airplane while it’s in flight - that’s what makes it so complex.

Sawyer Merritt, one of the biggest TSLA shills on planet earth!

As expected. I think Musk recently said that 80% of the future value of Tesla will be the robots

TechCrunch a bit more scathing in that regard:

reasonably short synopsis from Bloomberg of this latest master plan:

https://podcasts.apple.com/ie/podcast/elon-inc/id1714619846?i=1000724626205

No mention of FSD either. Presumably they don’t see any future vehicles or FSD as significant revenue projects. In fairness we’ve said that about FSD for years. Remember this is a trillion dollar business - FSD has taken so long to bring to market that people won’t pay for something others give for free or very cheaply.

It’s very hard to see Tesla announce any more vehicles in future that aren’t 3/Y derivatives.

Optimus (for home applications) has Cybertruck 2 written all over it - expensive, too complex, low sales beyond wealthy early adopters and fans videoing it for fan channels - but yet it’s expected to be 80% of the value of a (presumably in future) multi-trillion dollar entity. This document is bizarre really.

You keep making that same argument, but it makes no logical sense. You can hype something up once. Then if it doesn't happen, deflation and you won't be able to do it again.

By definition, the current market cap of a company is the consensus from the whole world, including people who have shares and people who do not have shares, of what the company is worth. Or do you think TSLA is only worth a fraction of the current market value? This implies that you know best and everybody else in the world has been fooled 😂

there’s a logical separation that’s always existed in Tesla -

On the one hand, it’s a car company that builds two very profitable models. Simple.

On the other hand, there’s the actual value placed in the company, which is by using those profits to fund a long line of ‘future projects’. Again, really simple and a much-followed model.

However this is a trillion dollar entity, which has cycled through many many different ‘future’ projects without ever having to deliver them (which is fine, because the car company is very profitable). Once one project has shown it has no future, another project pops up like a mushroom to replace it as ‘the future of the company’.

Is FSD now just a small side project?

What happens if the car business goes cash flow negative in Q4 as expected?

an incredibly expensive robot that will be in your home to do ‘stuff’ is not in the near future - there’s not nearly enough customers for it for a start to justify 80% of a trillion dollar business. If Tesla continue building physical things to sell to the public, it’s going to lose. It should licence it and/or commercialise it, but either way you destroy shareholder value (ie shrinking market cap)

As others posted - get a repair kit and search repair plug tyre on Youtube. Easypeasy.

You'd be surprised, when apple were announcing the iPhone back in 2007 everybody was asking who would pay €600 for a fecking phone and who needs emails and a touch screen with a limited array of games.

Now I will say that Apple usually release their new devices within weeks and sometimes even days of the public announcements and that is a major difference between them and Tesla.

I think the distinction needs to be made that Tesla aren't just cars, they also have powerwall/megapack, solar roof, and the supercharger network, all of which run on their own in-house developed backend software. They are also consistently trying new things so they are correct to be calling themselves a tech company I think because of that

Tesla board is looking to approve a $1 Trillion payout for Musk over the next decade. Subject to meeting milestones.

Musk has also said Optimus will eventually be 80% of the company's value.

Looks very likely we're getting Optimus robots, very soon.

I can't wait to own one. I just have two requirements: It must be able to cut hedges. If it can't it needs to hold the ladder and tidy up. 2nd, it must be able to play the xbox.

https://xcancel.com/Benioff/status/1963264973452546482

I wouldn't be to sure we'll be seeing any Optimus robots anytime soon.