Eike B.
@TSLA_Q
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Natural Born Skeptic
ZRH
Joined November 2019
if one element of the pyramid…falters
NEWS: SpaceX has considered a potential merger with Tesla, as well as an alternative combination with xAI. Investors have pushed the Tesla option. Nothing final. Report @TheTerminal with @DNair5 @kielporter @lorengrush
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Hyperloop Robotaxis Optimus … all BS. $TSLA
@MissTrade Already started DC to NY route. Hopefully start LA to SF next year. That will be true @Hyperloop w pressurized pods in near vacuum tunnels & faster than jetliner.
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‚it [Tesla] plans to offer rides to "friends and family of employees" and "select members of the public" under a permit the company has that allows a human driver to transport passengers in a "traditional vehicle" for "charter services."‘ $TSLA https://t.co/M2zCCOni8L
reuters.com
Tesla plans to offer a chauffeur-style service operated by human drivers to a limited number of people in the San Francisco Bay Area, a California regulator said on Friday, contrary to a media report...
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it is „important that there not be some sort of house of cards that crumbles if one element of the pyramid … falters.“
So a CEO of a public company that works on an Ai project for 10 years, starts his own Ai company as a side kick, in 2 years makes it a 200B$ valued company miraculously and then turns back and asks the public company where he is CEO to invest billions in his private company. You
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$TSLA - Post Robotaxi excitement don't forget 2026E EPS still probably has ~50% downside to $1.35 EPS or ~260x P/E! (1.5mn cars @ $38k, 11% Auto GM, $5bn other GM, $2bn ZEV credits, $8.6bn cash opex, $1.2bn interest income, 20% tax, 3.5bn shares)....
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Tesla's limited robotaxi rollout in Austin fell far short of the company’s pitch of a generalized, scalable autonomous solution, @liamdenning says
bloomberg.com
The limited Austin rollout fell far short of the company’s pitch that a generalized, scalable solution is imminent.
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Worth a read of Cisco’s Letter to Shareholders in the 2000 Annual Report … sky is the limit
$NVDA: "Our breakthrough Blackwell NVL72 AI supercomputer — a ‘thinking machine' designed for reasoning— is now in full-scale production across system makers and cloud service providers," said Jensen Huang, founder and CEO of NVIDIA. "Global demand for NVIDIA's AI infrastructure
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speed up / roll back odometers? whatever serves the purpose at $TSLA
Breaking: Tesla speeds up odometers to avoid warranty repairs, U.S. lawsuit claims @CNBC If true, it could literally be the end of $TSLA as we know it.
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so what? apparently nobody cares. remember when Elon hired a convicted felon to dig up dirt on Vern Unsworth? the cave diver who rescued a Thai soccer team and laughed about Elon‘s cave dildo.
Experts question whether Edward Coristine, a DOGE staffer who has gone by “Big Balls” online, would pass the background check typically required for access to sensitive US government systems.
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oopsie. ‚no oligarch supporter parking‘ $TSLA
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well, it‘s 2025. in 2015 Elno dropped his prediction of full autonomous driving to 2 (yes, two) years. that‘ll be 2017, right? 🤡 $TSLA
Nvidia says fully autonomous cars are “not close” and unlikely to go into full use on public roads until well into the next decade https://t.co/6VZ67Q1j2o
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‚Removing the crash-disclosure provision would particularly benefit Tesla, which has reported most of the crashes – more than 1,500 – to federal safety regulators under the program.‘ Banana Republic. $TSLA https://t.co/pgsV4gx6dQ
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