Those BYD numbers probably inflated by all the sales to ghost cities anyways

Even if Chinese EV cars are the best I feel like much of the world will have hesitance to adopt their cars. Could be off on that, but just seems like the majority of the world is very warry of China.

when i was in egypt, i saw tons of byds on the road

about 80% of my uber rides were in a byd, i always asked them what they thought of their chinese car and they all said they loved it and their friends all wanted to buy byd's going forward after seeing their byd

Egypt buys 10% as many cars as the US, per year, as the US purchases in a month

oh yeah for sure, i wasn't trying to imply that it was a market of note etc

just that a lot of those off brand chinese stuff that we never see in our markets can have huge marketshare in 3rd and 4th tier locales

like oppo, a brand that you didn't even see much in its native china, i saw them used widely in north africa, perhaps the most commonly found cell phone brand there

Social media warping minds

I just saw my first Cyber Truck on the streets. It is an ugly piece of crap. I did get excited for a moment looking around hoping they were filming a Mad Max movie with Mel Gibson or Tom Hardy given the horrible look of that vehicle.

Haven't seen a CT yet in wild. However I am seeing more and more Rivians every day. Despite their stock being in the dumps I think they are growing.

IIHS prob a bunch of pedos

billionaire mogul drowns trapped in a TESLA. Very interesting resd about the glass windows.


https://metro.co.uk/2024/03/09/billi...dows-20433423/

Pretty crazy they were able to keep that under wraps for a month being Mitch McConnell’s sister in law. How do you back a car so far into a pond that they don’t have a towline long enough to reach it?

Bad headline, but doesn’t seem like anything to do with Tesla specifically.

Guessing she was drunk and accidentally gunned it when trying to brake while looking backwards.

You can only break the rear windows without laminated glass on recent Model Ys, no emergency latch. For the front windows you have to use the window's manual release emergency latch.

(IIRC, early model Ys had a separate emergency latch under a substantial piece of plastic that blends into the door handle. Surprisingly well hidden, which is not a plus.)

More here:

not holding my breath yet, but looks like there might actually be a point at which atleast some people might not believe the lies and made-up products of the drugged-up ceo anymore.

What? Have you not heard about V12—the latest iteration of Autopilot? It's amazing. Miles ahead of anything anyone else has. And Neuralink is poised to revolutionize cognition itself. The TAM for Neuralink is in the hundreds of trillions. And have you forgotten about the Semi? Talk about disruptive! Billions of dollars of goods are trucked across the country EVERY DAY. Now imagine it moving in Tesla trucks, using the industry-leading charging network, running on Tesla Autopilot—that's JILLIONS of dollars. Plus Optimus is making incredible strides in a very short period of time. And with advancements in AI, we could literally be any day from general intelligence robots, and Optimus is poised to lead the way. You doubted the Cybertuck, and now they're selling in droves. Production-constrained. Alright, I'm bored of this now, but you get the point. TSLA will go down when interest rates start to bite or there's a general market sell-off, or a truly horrible quarter. Otherwise I think it just diverges slightly down from the overall market over time. Remember that most of its flows are just from people piling into index funds, of which it is now a significant component.

it's -35% ytd with nasdaq +10%

i don't expect it to track the overall market that closely going forward. its beta is already 2, and things will get crazier as either

a) wider public absorbs the fact he's not that smart, always on drugs, does not have midas touch in any of the 35 industries he's taking shots in, winners emerge (not him) in AI/robotics/FSD, is basically adam neumann on steroids (-30-65% next 2 years)

or b) he announces he's personally traveling to the moon and will drive on the surface in a cybertruck, which rockets tsla to multi-trillion market cap bc why not

The Rivian R2/R3 looks so ****ing cool. Tesla is def finished unless Elon comes up with some new scam. I work in a rich town and I see so many Rivians now.

Saw a cybertruck in person the other day, looks dope af. Just looked at pics of rivian r2/r3, looks super generic.

3 times over the legal alcohol driving limit, according to the WSJ.

I predict Tesla will sell 2.2-2.3M cars in 2024. I think this is a big slowing down of the demand and all of it virtually due to the meltdown in the economy in China.
If Tesla sells 1/3 in NA, 1/3 in Europe and 1/3 in China last year; this year will be (my guess) 40% growth in NA, 40% growth in Europe and 0% (flat) in China.
No change in my long term outlook for Tesla stock. Will be testing FST 13.3 this week.
I posted several months ago with my argument for the economy (and symptom ghost cities) in the China thread and have had no replies.

12.3? My feed might be polluted but I've never seen the kind of reaction that is currently happening to this version of FSD. It almost seems like a completely new product they seem to have made so much progress in 12. Elon said the whole thing is now 'end-to-end neural nets'.

Do you think its the game changer that it seems?

lol

yeah, this version is gonna be the one. for sure. lmao.

tesla shareholder should probably think about suing their own CEO for poaching tesla's AI engineers for his non-tesla AI startup. but what do i know. lol.

https://www.theinformation.com/artic...ers-from-tesla

Canceling plans for the Model 2: https://www.reuters.com/business/aut...on-2024-04-05/. Cybertruck set them back big time. Tesla is officially all-in on robotaxis.

R&D for robo taxis will take years. There's no way they can sustain long enough until that comes to fruition.