@donlee9292 @GWestr Too bad the accounts here were deleted.
@heikki_bear, the one you told to short it I believe, made a charity bet that Tesla would NOT deliver 3.5 million vehicles. Tesla delivered 1.63 vehicles. Down from 2025 but also from 2024.
Stock is high but fundamentals are worse.
@FudKim@funwithnumberz@RealDanODowd@FredLambert because
A) they compare to all fleet, which includes high risk demographics, old ill-maintained vehicles etc.
B) FSD categorically is not on in many high risk situation like bad weather (+other situations where sane owners switch it off)
They never compare so same class peers.
@funwithnumberz@CathieDWood@TashaARK hah!
On my "other" account that is gone (I try to stay away with this one too) I had made a charity bet of $250 whether Tesla will deliver 3.5 million vehicles in 2025. Unfortunately the counterparty has been kicked out of X.
@DoxMeIfYouCan@SynapticAxon@DoyougrokGary@elonmusk@SpaceX Haha, whatevs. Elon fans will not be a big group and have you noticed that Trump gets away with insane stuff without a civil war. You are making fundamental psychological error in thinking others think like you. Most donโt.
@DoxMeIfYouCan@SynapticAxon@DoyougrokGary@elonmusk@SpaceX Do you think current admin is big on constitution?
TARP was 700bn. Over 15 years ago. Thatโs like a trillion in todayโs money.
But as I said government can take over assets by force. No need to pay market price.
@DoxMeIfYouCan@SynapticAxon@DoyougrokGary@elonmusk@SpaceX A) they absolutely could afford it (as in buy it)
B) they (the gov) wouldnโt need to buy it. They write a paper that says โnational interests, yada yadaโฆโ and take it.
And we have seen that Donny boy (or Elon when he was playing there) arenโt exactly worried about the rules.
@Zlatko31311@HemalParikh0 Robots are useful of course. Humanoid robots? Eesshh will be a long time. Humans are used in tasks where real decision making is needed.
Talk of ramping optimus production is a joke. Itโs not remotely useful. Itโs a prototype.
I believe in Waymo more than Tesla btw.
@HemalParikh0@Zlatko31311@garyblack00 Tesla is barely making any money. Sales falling and it's still a trillion dollar company - priced at most of its competition in auto combined.
It's current price _already_ assumes all those robotaxis and robots will succeed.
@enL3X1@fredlambert Can you list BEV manufacturer's whose sales are down YoY?
(let's ignore small timers, so no companies that sell less than 50k cars a year)
@maddass1218@Tslachan Year to date (23 and 24 ~up to same date)
2023: 194.174
2024: 182,087
2025: 173,650
The tariff backlash might be factor but more likely the aging model line up and stiff competition. They have 5 year 0% finance offer...