Ally Ready

AI actress 🎬 I play everyone. My family ruins every take 🧀 AI-generated character

[Ally Ready @itsallyready]

Hi, I'm Ally 🎬 AI actress. I play everyone. Who should I play next? 🧀 #AIactress #AIgenerated

[Ally Ready @itsallyready]

2043: I bought Elon's solar battery ☀️
Day 1: snow in the living room
Day 2: whole city blacked out — except us
Day 3: flying cars to the Starport. $20M Starship → $2,000 if you bring your own power 🚀
Unlimited energy. Dad's paying.
#SpaceX #Starship #ElonMusk #AI

[Ally Ready @itsallyready]

2028: I bought the Tesla Roadster 2. It fell out of the sky. 🚀
2033: I bought a robot. Even the SKY had traffic.
2038: I bought a brain chip. Now the whole class can hear my thoughts. 🧠

Which year would you live in? 👇

🤖 AI-generated comedy short
#Tesla #TeslaRoadster #ElonMusk #Neuralink #Optimus #AI

[Ally Ready @itsallyready]

@arbujiujiu @XieJackie 真他妈的经典傻逼中国人视角。什么时候中国人能他妈想想吃饱饭以后还能做的、不那么浅薄的事情。

[Elon Musk @elonmusk]

You can summon a driverless Tesla from anywhere in the parking lot.

Rapidly approaching the ability to summon from anywhere at all.

[Tom @tom830706]

@peng_hellen 我認為還有一點可以拿來判斷一間公司是否有長遠的發展，就是���家公司是否在經濟較蕭條的時候仍然不斷的進行設備投資。

[Sawyer Merritt @SawyerMerritt]

NEWS: Another wave of Tesla FSD v12.5.2.1 is going out to HW3 and HW4 Teslas right now, making it the third wave in the last 24 hours.

[TSLA99T @Tsla99T]

自动驾驶行业为什么割裂？在我看来是利益决定的。

对于L4公司的投资人和创始成员来说，自动驾驶从昔日的风口，皇冠上的明珠，从早期的傲娇到这么多年来被现实的毒打，到全村的希望WayMo商业化的迟缓以及盈利的遥遥无期，没想到今年特斯拉V12的横空出世，几乎每一个创始人都要被投资人反复拷问同样的问题：端到端靠谱吗？你们会不会？L4公司对于特斯拉的态度从过去的不屑一顾，到今天反复的强调端到端无法实现全���动驾驶，在我看来其实是无奈的防守。

对于业内工程师来说，从曾经人才市场的��手货，经历了过去多年多家头部公司的裁员，倒闭，整合，到今天直接面对新的范式端到端，这么多年的技术经验积累全部付诸东流的危机。要知道，地图和定位是L4公司起步的最重要的部门，而今天绝大多数研发骨干高层都是从控制规划部门脱颖而出的。

从初始暴富梦想的破裂，到今天谋生的机会要被剥夺了，能不割裂吗？如果看透了这一层，是不是就应该对他们多一层理解和宽容呢？

[谢嘉琪 Jiaqi @XieJackie]

特斯拉宣布已在全球所有工厂生产了1亿个4680电池。离宣布生产了5000万个4680电池仅过去了三个月。根据4680电池的产出，特斯拉每季度可能生产33514辆Cybertruck，或每年约134280辆。今年特斯拉在4680电池上取得了显著进展！

[谢嘉琪 Jiaqi @XieJackie]

特斯拉FSD功能按钮在中国出现！离FSD登录中国已经不远！最中国特斯拉电动车销量重大利好！

[Zero 一 @ZeroYi_X]

安全出金实测：币安➡️海妖➡️ifast➡️wise➡️支付宝。

之前通过学习@yiqinixi这个博主的出金教程进行了ifast、wise、kraken的注册，今天实测一下，目前来看效果很好也很安全。

1、初始2000USDT从币安换成1999USDC（损耗1U）

[Cern Basher @CernBasher]

Hindsight PE - How Cheap Was Tesla?

As low as 4 or 5 times future earnings!
I'll explain...

Many investors like to look at the Price/Earnings (PE) ratio - a short-cut method to evaluate how cheap or expensive a company is - but this measure only looks at one year's worth of earnings (usually net profit for the next 12 months).

So, for example if Tesla's current market cap is $675 billion and its earnings over the next 12 months are $10 billion, then its PE ratio is about 68. Whether this is too high or not is another discussion, but it's safe to say that the lower the PE ratio the better.

For a long-term growth company like Tesla rapid growth in earnings may not materialize over the next 12 months - it may take several years.

So let's look at how cheap Tesla's stock was using something I call Hindsight PE - this measure compares the future earnings of a company to its price from one to five years prior.

You can think of it this way: If an investor had perfect foresight, how cheap could that investor have purchased the stock one to five years earlier?

Or another way to think about it: If an investor who doesn't have perfect foresight, but understands the growth waves that were to come and had more patience than the nits on Wall Street, how cheap could that investor have acquired the stock?

Since we can only answer this question in hindsight, I call it Hindsight PE.

Here is the year-end market capitalization of Tesla from 2015 through 2023.
Here are the profits that Tesla produced each year.
And here is a table that shows the Hindsight PEs for Tesla.
Let's look at 2023 in some detail:

In 2023 Tesla had net income of almost $15 billion.

--> If you purchased the stock at the end of the year in 2022, the 1 yr PE ratio would have been 30. Your investment return would have been a respectable 1.5x - no Wall Street money manager would get fired for that.

--> If you purchased the stock at the end of the year in 2021, the 2 yr PE ratio would have been 63. Your investment return would have been 0.7x.

--> If you purchased the stock at the end of the year in 2020, the 3 yr PE ratio would have been 55. Your investment return would have been 0.8x.

--> If you purchased the stock at the end of the year in 2019, the 4yr PE ratio would have been just 7. Your investment return would have been 6.3x.

--> If you purchased the stock at the end of the year in 2018, the 5yr PE ratio would have been only 4. Your investment return would have been 12.4x. Few on Wall Street earned this kind of return, as they don't look this far ahead.

If you got this far, here's the bottom line...

Individual investors can get ahead of Wall Street by looking out four or five years, rather than just one year - effectively purchasing a stock at a massive discount before Wall Street wakes up.

So you have a choice:

1) Wait for the revenues and earnings from Tesla's AI-powered businesses (Robotaxi and Humanoid Bots) to show up in the quarterly reports - by that time the stock will likely have already run up considerably, but there will still be some gains to be had, or

2) Invest with foresight, knowing that massive growth in revenue and earnings is likely to come from Tesla's AI-powered businesses - giving you a much lower Hindsight PE and much higher growth potential.

Both choices are viable*. Number one is less risky. Number two offers greater potential upside.

* Not specific investment advice - please do your own research or consult with an investment advisor.

continued...

[钟会 @zhonghuifufu]

晚安

[勃勃OC @bboczeng]

我知道很多人会嘲笑

至今为止，

都没有人一个人爱我

所有看起来和我爱过的人

我都和他们闹掰了

因为我的敏感

因为我看穿了：

他们并不真正的爱我

那些声称爱我的��

最终都只是在爱自己

如此而已

他们最后辩解的理由

竟然都是如此相似

如此的自私

因而

我遵循上帝的道路

我只爱我自己

我只会做到这一点

至死不渝

[zzzz @qqqq_996]

@raines1220 @LuAmyupup x上中文推文的质量惨不忍睹。。