@thejefflutz@garyblack00@Tesla Man, I think a spaces about COGS decline vs price cuts with @thejefflutz and @garyblack00 would be the most rational, level-headed, and respectful back-and-forth this community could ask for. What are the chances, gents?
@FonsDK@FonsDK__ I think this is very important to consider as the adoption curve begins to steepen, and as CT and $25k car start to open up TAM. I’d worry that in the US at least, not having access to safe and reliable home charging would dramatically decrease the attractiveness of buying EV.
@garyblack00 Like the new +/- model for your catalysts, Gary. Gives a nice balance, and hopefully prevents the Uber bulls and Uber bears from getting overly rabid in their responses to your updates!
@wintonARK But at this point is there anyone other than the ‘good faith actors’ with access to talent and resources to make significant strides forward? Maybe this is the perfect time for a pause before access becomes more ubiquitous?
@ValueAnalyst1 Sorry if already discussed, but wanted to get your impressions about the reported FritoLay Semi breakdown, the validity of the reporting, and what implications this might have for the early chapters of this product. Thanks.
@davelee 70%. ER doc. So much of our time is spent producing documentation. Many places have scribes to do this already. Maybe 10% technical hands-on that will take longer than 10y. 15% sorting out what people are talking about when they’re in extremis. Hard to imagine this part being AI.