@KamilZamojc@wojtaszkoe Na tym chwilowo/srednioterminowo early adopters moga zarobic. Czy Synektik nim bedzie ? Pracujac w branzy I widzac na jakim poziomie zaawansowania byli swiatowi potentaci technologii obrazowych 2 lata temu (tak 2 lata temu gdy ChatGpt raczkowal) watpie aby Synektik byl pionierem
@KamilZamojc@wojtaszkoe Napisales "AI wplynie na plus" - na plus z perspektywy pacjenta, NFZ czy spolek gieldowych (ewentualnie ktorych I jak dokladniej) - jakbys mogl rozwinac watek.
@ryan_fosnaugh Any thoughts about it? Maybe Elon's best friend collegges are to lose coming elections and "reward" for Elon political adventure is closer ?🤔
@Jarek_Gadomski Trzeba uwazac z bieganiem i ocenianiem stanu zdrowia po czasie na stoperze (no offence - nie twierdze ze tak robisz) bo mozna zaplacic najwyzsza cene jezeli nie robi sie odpowiednio kompleksowych badan.
At this point Tesla has proven their rapid expansion at the push of a software update is not how this is going to work.
The slowdown in rollout, lack of Optimus updates and lack of new models means revenue is delayed. From a DCA perspective this means lower valuation even with some progress.
Tesla is priced for optimism at $380. We can expect 15% growth (why I'm a buyer) but the massive valuation jump is baked in. My bigger fear is if Robotaxi gets derailed or Optimus significantly more delayed - valuation could fall down to around $260.
Tesla just needs to deliver on its projections. Otherwise it's market cap is too high. A multi city Cybercab launch would give it a nice pop, but until we see they can be profitable and scale it doesn't matter to long term valuation.
@ryan_fosnaugh What must happen with FSD to change your point of view? Or even if competition will fully succeed in autonomous driving around the world you will still think other Tesla perspectives are worth 380$?