Have you finally realized that camera resolution isn't the limiting factor for SDC?

How exactly was Tesla "far behind" when some of the "experts" you've cited here considered them the global leader previously?

I'm eager to hear more mumbo jumbo where you don't understand basic tech, math or business, then proceed to call everyone cucks citing your own trading record which is about as believable as Musk's claims.

The PR release was one of the most disgusting things I have read, ever.


Never mentioned the driver by name.

2/3 spent blaming him

1/3 spent blaming the damaged rail bumper for causing more damage.



I hope that PR dept is shunned professionally after this.

https://splinternews.com/elon-musk-i...***-1824204789

Tesla CEO Elon Musk, a billionaire, just received an unprecedented incentive-laden pay package that could earn him tens of billions of dollars. But his employees also get something: Exhortations to work faster!

What the **** are u talking about

No idea which Musk's claim from this year is more ridiculous:
a little

Crucial week of trading coming up, you've had a ton of negative sentiment build up over the three day weekend. The deliveries number isn't important (they could be rushing out deliveries in order to precede a cash raise) but it will serve as a meaningful catalyst nonetheless given the recent move in the stock.

Getting increasingly desperate. Can't meet a projection ever, can't keep a financial executive, now blaming the victim of a fatal crash (absurdly). This MFer is going to zero.

I'm thinking maybe we will see a positive spin on production numbers which could bring the stock price up a bit.
If this happens, I plan to go short again.


ETA: IMO crashes/autopilot and production numbers are all noise, the real story is about how much cash TSLA is burning every quarter and how much longer this can last.

Bond yields are finally going up, they won't be able to raise cheap debt ever again. That means equity. They should do it now, while they still can.

There's a theory that they didn't sell equity earlier - when the stock was at highs and it made a ton of sense - because it would require deep disclosure via a prospectus, and Musk would have had to come clean about the absolute production disaster that they knew was underway, that 5000/week or even 1/4 was impossible by the end of 2018 even while he was doubling down on it, due to the critical battery line failures he admitted in the conference call at the end of January 2018.

I think this theory makes a lot of sense.

I also read somewhere (can't find the link) that there most likely are several SEC investigations that are currently pending against Tesla. Some guy filed a FOIA to request SEC documents regarding Tesla fairly recently, and was denied with the rationale being that release of such documents would impede with an ongoing investigation.

Now it could simply be directed to someone related to Tesla and not the company itself, since without the documents we simply have no idea what the nature of the investigation is. However, if Tesla were to do an equity raise, they would be forced to disclose the existence of such investigations, which is probably why they have not done so.

I think those theories are very possible, I also think it's very likely institutions basically said they weren't interested and retail can't pick up a 3b raise

https://twitter.com/elonmusk/status/980566101124722688

I can see his defense lawyers using this as proof that he didn't mislead investors

What about this:

Tesla is a Software Company

If Andreeson is even somewhat accurate, company isn't going to zero. The IP is worth something. I looked at TSLA income statement and they are generating significant revenue. IP is hard to value but if the software really is what Andreeson says it is, it is worth a lot.

Forget the software. It's the brand.

PS: Andreeson is conflating software with "process".

Andreeson didn't say anything about Tesla. He wrote about software companies dominating various industries and some Seeking Alpha rando extrapolated that theory to the car industry.

Problem being TSLA is recently experiencing some minor issues in the areas of self-driving and factory automation.

That's why I put it in the PS. Andreson is basically saying software is behind every business process now and companies good at software is, by his argument, basically by definition good at process.

Tesla's software is worthless.

Enron was hyped to the moon as well. "New paradigm". "The new age of energy". "If they can sell energy they can sell bandwidth, it's all just stuff going through pipes"

Architecture astronaut clucks like Mihkel think that Tesla is no longer a car company.

They're morons. Tesla are a car company. They make cars. They do nothing else of worth and nothing else that brings in meaningful profit or revenue.

Mikhel the architecture astronaut actually went as far a year ago to say that Tesla were an "energy company", not a car company; as I detailed above, those energy bull predictions and claims have utterly failed (as has Uber, which were a "logistics company", not a taxi company according to Mikhel, but failed in everything but a taxi service, recently shutting down their package service).

If someone talks in hyped abstracts when a plain look at the facts shows precisely what they are (a struggling car company or a taxi company and not much else), you can be sure the person in question:

- Has Aspergers or
- Is a first level abstracter in love with their own mind and with little real world seasoning or common sense, or
- Is trying to hype the stock

Whichever reason it is, you should ignore them henceforth.
Fake news strikes again? I don't doubt it.

This is ridiculous. Software is more malleable and more dickhead and megalomaniac tolerant than car manufacturing. It's more akin to making rockets than it is to profitably mass producing cars.

That value will disappear quickly. examples Gopro, Kodak, Nokia, Blackberry...

Too much automation is actually a big issue now.

At least the firmware for automotive subsystems is highly valuable IP. I haven't heard of TSLA being a major player in factory automation. I can offer first hand knowledge that software/firmware for companies developing factory automation systems is the key to their growth.

At least make the effort to read the entire thing:

From the article:
Their self driving is bottom of the barrel, worst in the industry and far behind the major players
Their factory automation is bottom of the barrel, looking at real world results.

Why would anyone who is sane think that they have some kind of software value that's a non-trivial percentage of their market cap? Tesla are a joke.

Spurious, this quote is just proof that Andreesen is a moron, and you get better analysis from yours truly at 2p2 about the state of Tesla's autonomous driving. They are far behind the majors, and were never anything but far behind if you did any kind of analysis.
That Andreesen didn't see this on the date of the quote means he's either hyping Tesla or did little basic analysis. Until they broke up with MobileEye, that had nothing of worth, as indicated by the extraordinary time it took them to even get back to AP1 equivalence, which is level 2. I mean, that's settled fact at this point. They basically had a hacked/pushed too far MobileEye system and no useful self-driving IP on top of that. Since then they basically started from scratch, are far behind today according to any analysis, so how can they possibly ever have been ahead? They couldn't have. People can't think, it's sad.