William Lau

[William Lau @lauhow2]

@FutureAZA The best signal is for TSLA to execute on what they say.

[William Lau @lauhow2]

@cangod75 @Tslachan Not if they change out the HW - the lite version is a disingenuous move.

[William Lau @lauhow2]

@Tslachan Not at the expense of impeding FSD progress. I say that as a HW3 owner (albeit LT investor). IMHO, unless there's a path to UFSD, best that they accelerate FSD hardware replacements. Isn't that first principles thinking?

[William Lau @lauhow2]

@hamids Classic "all talk" Elon and his micro promise delivery tactics doing just enough to escape perjury

[William Lau @lauhow2]

@BoBbyPleWniaK The market clearly is in no mood for more BS around FSD - near term scaling signal is weak and TBH execution looks deliberately slow. Elon would be all in on RT if UFSD was that mature - we'll at least see more unsupervised Y's.

[William Lau @lauhow2]

@elonmusk @SawyerMerritt @SpaceX Define ‘should be’

[William Lau @lauhow2]

@H_Zolomon @JOBhakdi I do hope so but also note that they've only just started hiring and development on the operational side and working rather "sequentially" - IMHO, this is a tell about their confidence about the tech elements.

[William Lau @lauhow2]

@nymbusjp Their actions aren't aligning with their recent "RT scaling" - they are very late with hirings and other developments on the operational side.

[Cozy @cosyposter]

hollywood is cooked

[William Lau @lauhow2]

@rajuvamsi007 IMHO, on the contrary, I think TSLA would rise towards end June - considering adding more

[William Lau @lauhow2]

@Josh143574359 FFS, at least its something.

[William Lau @lauhow2]

@CARN0N @Tesla Unfortunately, the hubristic heads did not take RHD markets into account at design time.... and to think they prioritised this over the 25K vehicle.

[William Lau @lauhow2]

@JOBhakdi I think Elon’s comments were ambiguous. The larger pattern since 2024 has been heavy emphasis on near-term timelines while downplaying the real remaining hurdles.

[William Lau @lauhow2]

@RandyWKirk1 sure, lets "hope".

[William Lau @lauhow2]

@mikepat711 Sure. Timing is hard and TSLA has a history of violent moves but it also conveniently shuts down any conversation about opportunity cost. Do note that even the biggest believer reduced his ownership over the past 5 years when he needed capital. Capital allocation isn’t betrayal.

[William Lau @lauhow2]

@BoBbyPleWniaK Expected given current PE and rate of progress.

[William Lau @lauhow2]

@nextbigfuture @AnthropicAI @DarioAmodei It might just top TSLA valuation

[William Lau @lauhow2]

@GrindeOptions Table stakes and frankly meaningless without clear, scalable unsupervised FSD progress. The picture would be vastly different if TSLA shot for 25K vehicle over Cybertruck (would have also de-risked hardware elements on Cybercab ramp) - a lesson in hubris

[William Lau @lauhow2]

@royce_james 😂

[William Lau @lauhow2]

@JOBhakdi TBH watching the daily price action right now feels pointless when the execution on the actual autonomy bet is this sloppy