Steven @Cyber_Sportsmen
Native Floridian , USAF Vet 🛩️ & Tech leader, Tesla fan, Stock enthusiast 📈 Tech-bro dad. I tweet about things I know EV's and SaaS Tech companies Tampa, FL Joined February 2015-
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Do you all remember pre covid Tesla that use to pump overnight when the Chinese stock exchange opened ?you could buy at close then sell in the first 30 mins and make 5 percent .
Inside EV 70 mph cybertruck test does 300 miles youtu.be/Th4VczCq338?si…
The bears think NHTSA is going to drop some sort of hammer with Tesla when in reality they have a great collaborative relationship @elonmusk
You guys @Hilbe @RivianTrackr reports of Rivian sending out config surveys ?
It’s pretty obvious they are going to make a ten inch shorter or so hatch back 3 for international markets . They should be able to do a 45kwh pack. This would be celebrated for affluent city owners and budget conscious buyers as well . When I was in London I3s were everywhere
Tesla realized today that they need more models to fund AI spend . So they are planning on saving capex and still building out their TAM. These models will reach profitability faster. End users don’t care about unboxed they want fun cars
Crazy to think V12 was trained on 1/3rd to 1/2 of the compute Tesla has today and they plan on doubling it again by EOY. @TroyTeslike this is why we can’t predict the next 24 months IMO
Wish list . Real 3 row suv for US market . Hatch 3 for Europe , China & ROW. Long wheel base Y for China .
Tesla is the most agile hardware software company in the world that comes with lumps but no other company is agile or vertically integrated enough to change course so fast .
If Tesla can use existing footprint to drive more sales they can slowly get prices back to 20% GM by creating a car for any budget. Then you add is SaaS revenue and energy and things are looking bright again . And if we get a macro tail wind on rates 👀
Hatch back and long wheel base variants of 3/Y going to EU and China are what I think these new models are @TSLAFanMtl
It’s so bizarre there is a cult of ppl who just like to criticize Tesla . Find a better hobby
Tesla needs margin to spend on large capex projects . Let them do what they need to do .
Community here is garbage it’s like people don’t know how to invest with things aren’t perfect . Remember NVDA 24 months ago when they had oversupply issues ? Then add the fact that there is this ridiculous tribalism between Rivian and Tesla fans.
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@Cyber_Sportsmen @RivianTrackr Yeah, I got a bunch of posts on it!!!
This post is not intended to debate the strategy. This post is intended to address this argument: "Robotaxi and Compact are the same car." Robotaxi - Requires FSD to be close to/if not at lvl 4/5 to operate. - Would be targeted to the US market. - Will be purpose built and…
@Cyber_Sportsmen I still think they should have stuck with the $47500 price that I found in the code.
The market will react negatively today to the lack of $TSLA guidance, but it will probably be for the best No guidance means you don’t have to cut prices to avoid missing guidance
I’m sorry if this sounds like I’m projecting. I sort of am. This kind of mentality just really pisses me off. People waste their lives trying to be financial white knights. The future is bright.
@WholeMarsBlog Only fools think FSD is not going to happen
What’s exciting and truly unbelievable about Tesla is it’s competing in the important markets. You can’t do data centers for AGI if you don’t have Energy. You can’t do Bots and Robotaxi if you don’t have AI. You can’t do Bots and Robotaxi if you don’t have Manufacturing…
@Cyber_Sportsmen @WholeMarsBlog @TSLAFanMtl @KevinMelnuk Haha all good brother!! I’m just trying to talk myself into it (or out of it). Got my invite last night to purchase. Probably passing until it qualifies for $7.5k
If I were Tesla, I would not announce the launch of the $25k compact car. I would simply get the line up, start making Release Candidates, let the internet go wild, and once the first one is ready to roll off the line open the configurator on the website and let people order.
@LastCallCNBC @munster_gene @deepwatermgmt If they came out lower on price WS would complain about margins. They come out a little higher, even though they’ve got a several year backlog, and WS complains…
@SawyerMerritt These numbers don’t really matter VW lost 2.5M dollars Per car for the first 1000 veyrons they sold They’re now on the Chiron and are making >$500k per car. When @Rivian gets to 75k / year they’re basically break even. They will get there
@RivianSoftware That’s right and everyone should celebrate their success.
Excited to be here 🍑
As we prepare for the future production of @Rivian vehicles in the Peach State, I’m excited that starting tomorrow, Georgians can visit the Atlanta showroom to get a real feel for these impressive EVs.
@GeecherVGeech Do the math vs a year ago when Model Y price was 20% higher and auto loan rates were 2.5pp lower. Monthly payments are way down, not up.
BREAKING: Leaked photo of @elonmusk on today's $TSLA Tesla earnings call. -don't worry, everything is fine 🤡
.@elonmusk Well having listened to the earnings call: L.T. Tesla is as fabulous as we could hope. For the present: We love EM and all he's done and is going to do. What impression did the call leave?: 1) EM is the most genius engineer that's been around for a real long time 2)…
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