@wholemars No, it didn’t. There are significant and real reasons why the monitoring system has to be ON NOW, decided by Tesla’s team.
Please don’t hype the wrong idea to other people, especially the inexperienced ones, whether they are (potential) customers or investors.
@qualtrim But it will become a cash burner according to the plan, producing negative free cash flows and a huge gamble that might not pan out.
That’s what concerns the market and is fairly reflected in the current valuation.
It’s always more about the future than now…
@munster_gene Significant part of the GM beat is probably due to the FSD complete buyout in Feb 26, which is one-timer and might not be justified by this sorta reflex 4% after-market jump.
@SawyerMerritt@elonmusk@aelluswamy@pduan
Why is Tesla so slow in scaling unsupervised FSD/Robotaxi to other US cities?
It sounds Waymo is ahead in this regard, which fundamentally determines the lion share of Tesla’s stock valuation.
@pmarca Honestly, this report doesn’t fit reality.
New graduates majoring in CS are facing the toughest environment to find a job.
Anyone who agrees can continue…
@wholemars It is the ability of unsupervised FSD to SCALE NATIONWIDE RAPIDLY that concerns the investors, to be honest.
This also explains the 2026 performance of the stock.
@EricLDaugh Why on earth does GOP want to pass the law AT THE EXPENSE OF LOCAL GOVERNMENTS, as claimed by this Senator?
Shouldn’t the FEDERAL GOVERNMENT pick up ALL THE TABS for implementing this law?
The total cost is A DROP OF WATER IN THE OCEAN of FED budget.
Pass the correct law!!!
@michaeljburry@CNBC “You cannot be invested in Palantir and not know what is in these posts.”
Yes, certainly I can, as I have concluded most of your stuffs are useless and biased garbage!
Only schmucks will pay for your 💩💩💩substack.
@michaeljburry Just showing how cherry-picking and self-contradictory you are,
The ex-FDE (about 2 minutes @48:30) started the talk with “Palantir is NOT a management consultant” and ended with “is a very different kind of beast…”
Yet you insist Palantir be valued as a consulting firm!
👎🏿