"08/08 $20k car, they’re going to make $40k or $50k a car a year and if they have 1M cars, 2M cars … they’re going to make 100's of $B a year on that business…" - Ron Baron of Baron Cap
Same as my numbers. Now - what is the present value of $100B/yr of FCF?
When unsupervised FSD is released the value of the US Tesla fleet will go from ~$100B's to ~$T's. I'm going to leave this prediction here and see how it ages. I feel pretty good about it.
The best feedback to the AP team is an intervention. When FSD is being less than excellent override its behavior with the accelerator, brake, or steering as appropriate. The intervention will be noted and logged and the captured data can be used to train future versions.
This is wrong. The biggest factor *by far* is making the tech work well. When it does the benefits are too big and too visible to be masked or argued away. How many places prohibit fire, plumbing, or electricity?
This is wrong. The biggest factor *by far* is making the tech work well. When it does the benefits are too big and too visible to be masked or argued away. How many places prohibit fire, plumbing, or electricity?
Of the pieces needed to get to robotaxi the fleet is the most important part. No significant component will be left out because it’s an enormously valuable and difficult to substitute resource.
Of the pieces needed to get to robotaxi the fleet is the most important part. No significant component will be left out because it’s an enormously valuable and difficult to substitute resource.
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