141–150 of 198 posts
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OK but also note there's also not a "both sides" to everything. Some stuff can just suck.
I'm sure it might. It's just that any news item from this particular site has been negative. (Even the one from 2019 that the sibling links.)
I have over $100k in Tesla puts. There is no way Tesla survives this. They have plummeting sales every quarter, and Elon is pushing out a product that is going to get into an accident within the first week. Robotaxis are glorified Ubers and will never level up to Waymos. FSD is useless if you have to keep your eye on the wheel and road. I have a Tesla Model Y. It's my favorite car I've ever driven. I subscribed to FS…
"I have $100k+ in Tesla puts" would make a great bumper sticker!
I have over $100k in Tesla puts. There is no way Tesla survives this. They have plummeting sales every quarter, and Elon is pushing out a product that is going to get into an accident within the first week. Robotaxis are glorified Ubers and will never level up to Waymos. FSD is useless if you have to keep your eye on the wheel and road. I have a Tesla Model Y. It's my favorite car I've ever driven. I subscribed to FS…
Tesla can definitely survive this. They've got a low cost base, tens of millions in the bank, a rabid fan base, access to capital. It'll probably change next quarter, but as of right now they're still profitable.
Their trillion dollar capitalization is highly unlikely survive, but Tesla as a company making cars has a very long runway to survive mistakes.
Thinking of re-upping my put options on $TSLA. This launch is destined to be a fiasco. It's unbelievable to me that they doubled down on vision-only at the expense of lidar. Google/Waymo is going to eat their lunch on the self-driving side, and the Tesla brand is dying with consumers. This company is cooked.
So - the cooked-ness of Tesla may depend on what you think Musk's goal was with Tesla. If you believe he was out to change the world - maybe he'll let Tesla die. It's unlikely they are going to accomplish much else at this point, better, smarter more experienced competitors are sweeping the board. If you believe he's out to make as much money as he can, he'll probably course correct at some point. Lidar it is clear w…
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Regardless of what happens theta and IV crush will probably wipe you out. I don't like Tesla's stock but I don't touch it just because both the stock and options tend to be way overpriced.
It really is wild that investments are driven by the marginal investor, not the median investor. 99% of us can think that Tesla is trash, but 1% of world investors is an absolute ton of capital.
I own two Teslas, and drive between Portland and Seattle about once every 10 days, using FSD nearly the entire way. FSD has gotten amazingly better over the last year, it can and has taken me from driveway to driveway between two cities... when the weather is nice. As soon as there is any weather however, things start to fall apart. It's very clear to me that vision alone wont be the solution to FSD, and is the main…
I have a Tesla with HW3 and FSD is an absolute dangerous joke. It nearly pulled me into a curb on its first attempt to enter a freeway. Also, I think it keeps getting overlooked that freeways are designed from the ground up as a exclusive use of motorized vehicles. FSD performs OK there. But, taxi services are everywhere in cities around the clock in all sorts of weather. And I can't imagine trusting FSD for that use…
As I frequently mention in these "sanity response" posts, it's not perfect. Sun in the camera will sometimes cause it to bail. Maybe once a day, I take over because I'm not sure of its decisions. I share the skepticism that the same FSD I'm using can be fully autonomous, but with deep, current map data like Waymo has, maybe they can pull it off.
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> But Elon has killed his brand with his politics, and the robotaxi initiative is a desperate attempt to gain ground. But it's going to kill someone and it will be 100% on him because he's the one pushing this when there's no way it will ever be ready for real world situations the way Waymo is. What if his political allies allow and enable him to push this upon the populace despite it killing people. After all, other…
You mean his political allies that he accused of pedophilia?
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I'm sure it might. It's just that any news item from this particular site has been negative. (Even the one from 2019 that the sibling links.)
The sibling link was the turning point -- articles about Tesla before the link were generally positive, articles after and including the link were negative.
Check the source. Elektrek cranks out anti-Tesla articles. Hardly fair and objective.
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wow, that is quite a hot take!
Don't get me wrong, Tesla's FSD is way cooler. It feels more futuristic, takes more risks and has more-entertaining animations on the display. But it also drives like a 16-year old on PCP, which means I never quite trust it. Mercedes, on the other hand, built something that I can get into and intuitively trust. That's impressive in a different way from the roller-coaster approach, and I'd argue in a more useful way w…