Captain42

Simple,focus,common sense.
$TSLA long term shareholder.

[Captain42 @CaptainT42]

@XieJackie 无脑尬吹

[Captain42 @CaptainT42]

我认为所谓的FSD v15，其实就是原本的10倍参数v14，但由于HW4.0的内存限制无法运行，在v14.3进行了底层重构后依然无法完美运行，只能运行在内存翻倍的HW4.5上。robotaxi的扩展速度很重要，所以初期通过简单的内存翻倍来解决，而中后期依然要通过类似v14 lite的方式，将v15(或10倍参数的v14）进行软件层面的优化来适配HW4.0

[Captain42 @CaptainT42]

@SawyerMerritt I don't think it's hard to speculate that v15 is simply the original v14 with 10x parameters - it just couldn't run under the memory limitation of HW4.0, and therefore can only run on the upgraded HW4.5 with doubled memory.

[Captain42 @CaptainT42]

所有特斯拉大V们都在解读特斯拉Q2财报有多好，季度销量新高，储能部署新高，robotaxi新增多个城市，380000miles无重大事故，现金流减少远小于AI投资产生的资本投入等等一堆，然而夜盘股价-4%。所以说，这正是特斯拉社区最大的问题，这些自认为是特斯拉的坚定拥护者们，反而在用一种极端的方式去伤害特斯拉和社区信誉，不允许也不接受有半点反面观点，再小的正面信息都过度解读无限夸大，再大的负面信息都用信仰和未来掩盖，实在不行甩出一句“那你可以卖，那你可以做空特斯拉”。凡事要有个度，过度了就变味了...

[Captain42 @CaptainT42]

@HXM_196_44 所以你确定现在各个地区robotaxi数量上不去，瓶颈是法规？也就是说现在每个地区运营的robotaxi数量已经是当前法规的上限了，真的是这样吗？

[Captain42 @CaptainT42]

Optimistic is right, I also optimistic about Tesla's future. But Tesla is a public company, as a CEO, you can't just tell the public there will be 100 millions robotaxix by end of 2019, and now it's 2026 H2, still not working, just hundreds of robotaxis...if it's late for 3/6/12/24 month you may call it delay caused by technical uncertain, but if it's late for 5-10 years, it's just a simple lie, this is common sense

[Captain42 @CaptainT42]

特斯拉的股东们不是shareholders，而是cheerleaders🤣

[Captain42 @CaptainT42]

@smartass505 @TeslaBoomerMama so agreed.

[Captain42 @CaptainT42]

Tesla guys like common sense and truth, so I give you one: Elon say Tesla can reach unsupervised FSD by end of 2025, it may lead to some people's decision to buy (more) TSLA. If a CEO lie to people about their product and the stock goes down, people lose money and time, what do you call this? Not to mention this is just one of hundreds of lies/overpromises from Elon/Tesla.

[Captain42 @CaptainT42]

@TeslaBoomerMama the answer is so simple: Elon and Tesla miss promises and expectations again and again and again, maybe 100 times if you seriously do the counting...If you can't keep your words, you should not make the promise at the beginning.

[Captain42 @CaptainT42]

@TeslaBoomerMama Besides, most people are normal people, they don't have enough money to invest into a stock and hold forever. They need to use money at certain time. Look at the performance of TSLA for the last 5 years, what a joke, it's hurting normal people, it's the simple truth.

[Captain42 @CaptainT42]

中了2000股长鑫，有说近期存储暴跌会导致长鑫估值大幅下降，有说开出来就是最高点套一辈子就像中石油。。。个人判断，类似spaceX的走势，超级明星股，一人一手留个纪念都能顶上天，开个2万亿市值问题不大，情绪上来能摸���3万亿，后面慢慢触底跌破1.5万亿，6-12个月后再创新高

[Captain42 @CaptainT42]

英伟达采购85%毛利的存储找65%毛利的台积电代工后自己还有75%的毛利，却指望消费者购买得起，还问为什么最近科技下跌？

[Captain42 @CaptainT42]

@manguan235 典型的文字游戏和折腾人，对和错都是老板心血来潮的事儿，手下人就要去猜去哄，并宣扬这是东方语言文化艺术和智慧，只是这种智慧发射不了火箭

[Captain42 @CaptainT42]

@BoBbyPleWniaK Correct, but this also reflects how pitiful & sad & desperate Tesla shareholders truly are - even have to rely on SpaceX to boost Telsa stock price. And I don't understand why people naturally assume and accept SpaceX's market capitalization is higher than Tesla's

[Captain42 @CaptainT42]

@TeslarkMan merge ratio is 1:1, F word
merge ratio is 2:1, no
merge ratio is 3:1, then yes

[Captain42 @CaptainT42]

@RJDAIGOGO 老黄还是太会做人了，没有直接戳破这是纯骗和忽悠人的文字游戏，而且人家10年前就已经在玩了。。。至于领先多少年，懂的都懂，不懂的就是华为大于天

[Captain42 @CaptainT42]

@aelluswamy How "soon", hours or days or weeks or ?