E78: Booming Market: Is Now the Best Time to Buy TSLA?
ฝัง
- เผยแพร่เมื่อ 22 ก.พ. 2024
- TSLA conviction?
2024 Milestones
FSD 12
Tesla Bot Competitors
Nvidia
Humanoid World
Cyber Bulls E78
The Bulls:
Herbert Ong @herbertong
Alexandra @TeslaBoomerMama
Jeff @thejefflutz
Xander @R6Alex
Christian @cvalente28
Cyber Bull Episode Playlist:
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Herbert
What are your thoughts on Elon hinting at possibly buying Disney and/or backing Nelson Peltz's war on on Disney?
I totally agree with your agreement with Christian.
I am happy to see Christian
He is only allowed to say Nvidia 5 times max or he gets the ban.
Thank god Christian is back on the show! At least one person who dares to be a bit critical and give some pushback about the rosy picture most of the other Tesla bulls constantly try to depict.
Christian doesn’t have vision. To say FSD isn’t inevitable is ignorant, whether Tesla is the one who does it or not.
Agree completely. He is also a smart trader.
Yes we need that different perspective to avoid being an echo chamber.
You obviously have the same imaginative deficiencies Christian does. Not your fault, it's an evolution thing. Some are capable of seeing it while others can't. You should sell your stock asap.
Christian is a market gambler. Shows what you value.
Xander is way more animated and forceful today and I *love* it! I agree fully with his points and perspective. Thanks, guys, but today a special shout out to Xander 🙂
the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $138k
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
Please will you be kind enough to share the details of the man that helped you?
Actually its a Lady. Yes my go to person is a 'MARY KALIOPE BRAUN'. So easy and compassionate Lady. You should take a look at her work.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks
Glad to see Christian’s viewpoints. It’s good to hear contrarian perspective. The AI narrative is trending now and everyone should have at a bit of allocation in Nvidia IMO. 🎉
Guys, I expect to triple my 7 year investment in Nvidia over 2 years (maybe 4x in 3 years), while we are in this Tesla hole. Tesla remains my second largest holding. I will be happy to pull 1/3 of Nvidia to dump more in Tesla-once there is some indication we are close to moving again. To Jeff’s point, I will wait to see how the Tesla execution and sentiment looks..likely sometime next year. If it happens in 6 months, I just push a few buttons on the computer. I don’t want a dead portfolio. That’s what I’m experiencing with Tesla. My retirement is hopefully 4-5 years away, though my investment horizon is well beyond. Jeff is so correct.
Nothing wrong with that. You just have to be careful of it running away from you. 2/3 of my stock account is TSLA and 1/3 stocks and cash. I'm trying to get some wins in other stocks so I can buy more TSLA while it's down.
Timing the market... hmmm ok
Jeff has some good points.....
So good conversation! Thanks for sharing! 🙏
What an outstanding discussion. Thank you All. Since I'm ALL IN with tesla stock I loved what you all have been saying. I'm also looking forward to the robots doing many of the jobs that we need to be filled.
In my educated opinion, the smart investors are cashing in Nvidia exuberance, and grabbing great amount of beaten down Tesla stock, probably the smartest play of the year.
Christian helps in challenging the bulls to justify their positions. I agree fully with the others but he's forcing them to explain their positions in great detail and to prove there are no holes in their assumptions. Great stuff. I'm all in Tesla but I want that position to be challenged to reassure myself. Thanks so much, guys. Such intelligence and so entertaining.
Exactly correct! Growing up with an attorney BFF, i never got away with making unjustified statements. Everything that came out of my mouth had to be debated before an argument was accepted.
Other EV companies are experiencing the Osborne effect… customers are waiting until their cars come with the Tesla charger.
Great to hear Christian.
Xander and FSD around time 42:00. I agree completely re value of FSD before it hits either Level 3 or Level 4. It gives Tesla a competitive advantage with selling EVs. Later reaching level-4 and robotaxi is another huge opportunity.
I had heart failure last year. I have limitations where if I had a bot to help me do the things I used to be able to do. Bots would be able to help most people with handicaps be more productive.
Christian keep everyone humble, and rational give that guy a raise!
Wait a minute, someone is supposed to be paying us?!
I hope we don’t lose Jeff as Herbert can’t allow free thoughts and must always be right.
Nope not going anywhere - and Herbert is totally open to feedback and free thought. While we’re both LT bulls on the name, we disagree in some areas. Pretty natural.
@@jeffreylutz1208 thanks Jeff! I always look forward to hearing your perspective and think you bring so much value to the community with real world insights and experience. Thank you for always telling it like it is and sharing your thoughts!
@@jeffreylutz1208 brings great value to the tesla community!! love your glasses too dude.
Great discussion !!!
In Christian we believe!
Great Discussion! In my opinion, word of mouth will tell the Tesla FSD V12 story just as is has in the past.
Share "Whole World Mars" FSD driving videos.
Everyone share with 10 people.
LFG2024 25 26 27 28 29 30
37:20 No Herbert, There is a large percentage of the population that loves driving and those people will prefer driving and not relying on FSD or similar tool. Also even if we have this technology (FSD) ready the adoption will take years and years. There will not be a chatGPT moment in terms of adoption. The stock may take a tick up but it will take time for the impact on earnings to be visible.
There is, indeed, a percentage of the population that likes to drive. Do you have any evidence to back your assertion that it's a "large percentage"? I'd suggest that most commuters would prefer to have a chauffeur so they could nap or read on their commute. Further, don't ignore the stats that show Tesla FSD with human oversight is currently 14X safer than the American human driver. This will only get better and eventually (I'm not arguing over timelines) human drivers will have to pay an insurance premium if they're not using autonomy. I strongly feel that "petrolheads" will typically use autonomous EVs for the daily commute and then spend weekends driving ICE for the joy.
Time stamps would be a great addition. Good discussion as always.
I think Xander is right on. Tesla is unbelievably ahead of the curve. The time will come when no one wil be able to deny just what is going on. Tesla does not have to advertise. People will not be able deny any longer. Word will get out quickly and even the naysayers will fade.
🙏
I fully understand where Christian is coming from and totally agree with his point about Tesla's subpar communication capabilities.!!! Shame!!!!
Another milestone: Bi-directional power supply. With the Cybertruck implementing this feature, the impact on the grid will be substantial, specially when all EV cars include this feature. Tesla could include this feature for free, and make a lot of money trading power in the market. This is BIG.
Mama is right about energy🎉
I can feel the uneasiness and lack of conviction. I can relate. The media is loving the effects it has had doing everything to make Tesla look bad.
I had dollar cost averaged the Purchase of Nvidia for 5 years then sold them last year to buy Tesla! It made more sense in the long run, I have not changed my mind.
Haha convincing… bet u rugrat that shit.
Patience will be rewarded. 2 quarters or 2 years, no one knows for sure.
The TESLA TSUNAMI is coming, be prepared, you are.
The TESLA TSUNAMI will make the first wave look like a speed bump on the chart.
@@mikevandehey7734 right.
In case you have not noticed, Rivian stock, sales and projections are caving in. I suspect to be the first Cyber Truck victim, but interesting to watch also Ford and GM big truck sales in the coming months, probably losing some market share to the Cyber Truck too, the question is: how much?
Physiologically it is impossible to make FSD perfect, but it will reach a level of evolution so high that it will be proven without a shade of doubt, to be at least 7 to 10 times safer than an average human driver. Coupling that with the proven fact that Tesla cars are already the safest cars in the world, that will be crowning moment that the exceptional system will be widely adopted in hundreds different fields and applications, and Tesla stock holder will become rich.
Fact, FSD will never be perfect. But, the revolution will begin when FSD is proven to be safer than the average human driver.
Xander is spot on.
Safer than the average driver is a pretty low bar.
People think they are great drivers. If fsd is not perfect, then people will think they wouldn't have made that mistake... no win situation in some peoples mind
Safer than human doesn't cut it when you're talking about technology. It has to be virtually perfect. If FSD reduced traffic fatalities by 99%, it wouldn't be approved.
If it is safer than the average human 100% of the time it will save thousands of lives and the government will be compelled to approve FSD.
@@MikeCasey311 so if FSD reduces annual fatalities from 40000 to 1000, you think it will be approved? I doubt it. Not to mention the liability cost to Tesla for those 1000 deaths.
Nvidia is selling the shovels to the rest of the Mag 7 for the AI gold rush.
26:27- Interesting perspective
Sold a few Tesla shares before Nvidia earnings and bought the dip wishing Id sold a lot more
You may regret that.
@@MarkXHolland Still 99% Tesla hardly a dramatic position change, I'm regretting selling a reasonable Nvidia position early last year to buy the dip on Tesla when it bottomed just to bring my average price down by 3 dollars, now that's a major regret. Believing that Dojo was a competitor to Nvidia an ever bigger mistake, cest la vie
@@MarkXHolland errrr no… tesla has become a zombie stock. Literally dead in the water
I can’t understand how people will continue to hold Tesla stock while it dives in hopes of it skyrocketing in 3-4 years. I got out last month but would consider buying again once they get over current market hurdles and other Elon self imposed issues.
Would be nice if you add what date it was recorded❤
Remember markets are forward looking all the engineering can be incomplete but with the best vision and TSLA will fly. I just went long 2 days ago. and will add at 8 percent dips. Great interview.
Musk future comp Strike prices must be set before TSLA stock price will increase, "first principle" = management motivations. Also, I think, Musk previous Perf package requires a maintain of a Market Cap of $650B over 3.18B shares or $204... Wow right in line with where the stock is hovering at.... Please address this directly. I may have the facts incorrect... FSD, robots, energy new products, biz communications, etc etc etc will be rolled out after his next strike prices are set, plain and simple? Musk will due his basic fiduciary day to day job, I'm not questioning that.
Earnings have to increase before TSLA increases. This future catalyst, that future catalyst, it's all blah, blah, blah. NVDA isn't skyrocketing purely on FOMO. Its earnings quadrupled YOY.
No, I don't think potential stock buyers are waiting for a new comp package for the CEO. That's a ridiculous take since it's actually going to dilute stockholders.
Any (sizeable) comp package approved by the current board and with incorporation in Delaware is going to be target of another lawsuit. That is so predictable, so not going to happen. Tesla needs to either reform the board towards more independent members and remove board as attack vector (preferable) or move out of Delaware, both of which will take time to implement.
My guess is, Elon will push for a move. That needs to be approved by shareholders and it will likely depend on how institutional investors vote on that.
@@Martinit0 ??? you totally missed my point... Institutional Buyers understand that Musk future Comp will be based growing the from the "Current" stock price, Thus if the stock grows by 100% before Musk's next package is set then those Performance Comp Strike prices will by even higher for him. Thus Musk is fully incentivized to keep the stock price in this Low Range until his performance Strike prices are set. Once that is done He will move Like a Bullet to start moving ALL variables forward to increase the value of TSLA. This is how the game/careers/pay is played by all CEOs. Likewise He is motivate to keep all current growth stories to a minimum and within his fiduciary duties, again until the Perf Comp Strikes are Set...
Outstanding.
I think FSD doesn't have to be perfect to get increased uptake. I think it will happen gradually and get increased uptke until GPT moment.
Excellent debate
how come i am not seeing a flood of FSD 12 videos?
I have the FSD. Great with Parking and love I don’t have to go through my pocketbook to find the keys, the car recognizes the phone in my pocketbook. FSD works fine, but sometimes I have to override it because it’s going too slow and it’s not happy with that.
Personal bot: endless chores-- mowing, weeding, leaves, compost, watering, everyone knows inside chores.
Good to have Christian back against the cult members!
Fsd is people life saver God bless Elon
I am convinced that a certain group of people want to punish musk for not doing what they told him to do on X platform. That group of people are now taking a lot of heat on that platform and will go all out to crush Teslas reputation. That group also run many investment funds. Simples
I completely agree with you, I think it’s dangerous grounds but we should stand on the right side, I don’t stand with that certain group
ELON didn't want to save free speech at this time, he felt responsible to do so because he is one of the only people that really cares.
Does it help Tesla? Most will say no, but I bet when Elons vision comes full circle, it won't be bad.
We all may have an Ah Ha moment.
Elon sees things many can't, I trust him.
Model S A.I sounds dope
Herbert needs to read Adam Smith. I am astonished by his economic philosophy. Does he think that autos replacing street sweepers.
There were 3 of us watching on the couch. And I'm not the sharpest tool in the shed. But we looked at each other and said redboxing gloves. Alexandrea can be the referee and then we said whoops. No, boxing gloves for everybody but Jeff.😅😅😅😅 The highlander, PS kindness is always free.😊
The trigger will be Elon's new compensation package.
Something with FSD will come before his comp package, maybe a free month trial, sounds safe to roll that out in the summer.
Elder care? Really? How can you trust the bot. Have you seen some of the bots that have been interviewed. One of them said it would kill the humans if it felt like it didn’t need humans any longer.
The fact that elon new comp is needed is a problem in the first place why don't Jensen demand 25% of nvidia?
Xander on target at end.
Timestamps pls
The aircraft you flying in isn’t perfectly safe.
A lot of blood and treasure was spent making it as safe as it is today.
The same for Full Self Driving.
its looking clearer and clearer to me that other car makers prefer to license their self-driving from Nvidia or Google
Didn't know that Nvidia had self-driving, and Waymo is a party trick.
Tesla bulls crazy about NVIDIA stock.Real trust in Tesla.....
Tesla 3 years -19,40%
Nvidia 3 years +449,03%
2024 has a few potential catalysts. But I doubt it will move much higher wityhout large bump in revenue from FSD or energy. Or a fast ramp in Cybertruck!
Can you ask your German contacts if they are really torching Teslas and charging stations in Germany? That's what the Electric Viking says.
I agree with Herbert. I call “busy” double barrel shot guns. Tesla has so many double barrel shot guns they will be huge. It will happen, as Herbert says keep an eye on the milestones. As we tick off these milestones the eventual winning of Tesla becomes obvious.
TSLA won't budge until the board initiates a stock buy-back.
Every time the market has a big green day the market makers and hedge managers pull out the stops to prevent any big moves up while they allow and facilitate the big moves down...
NOT TRUE
They need the cash for growth mode RIGHT NOW, buy backs and dividends are AFTER the TESLA TSUNAMI!
LATER! It will happen.
fsd , T2, and energy are important etc
Some people think that a robot would eventually drive a Tesla… completely non sense… a Tesla car will be a robot. If a robot is there, would be to help with the bags and open the doors!
Perfect
Xander seems to be talking a lot more, that's awesome😊
Thanks for the comment. I tend to let the experts go first. Love being the dumbest one in the room.
You are not! @@r6alex
@@peterdeuschle78 🤣 errr, yes i am :)
It's coming, yes. Only question is when ?????
Other big companies don't promise a lot but deliver at the moment better financial results.
Focus on toooo many projects unavoidable reduces focus. A good business model at the moment looks to become: copy Tesla innovations with FOCUS like Figure, just getting huge funding from many great companies.
I am with Christian. Bet that’s vodka and not water
love these guys all of them and its difficult not to notice how we dialled back from robotaxi is a sure thing to we probabaly wont have that and FSD is round the corner to "some kind of FSD" may happen. This is IMHO healthy thinking.
Maybe this group is starting to wake up to the fact that all of their Uber hype for the past years is BS.
@@michaellemon9183 No reason to think in time it won’t happen. People made the same kinds of statements about EVs…. And AI.
@@fractalelf7760 Agee, given enough time anything is possible. The issue I and many long term Tesla investors have is channels like this that pump and predict each year to be the year that the stock skyrockets and then moves the hype train to the next year., and the next.
Did they answer the question of should we buy now? I didn’t hear it.
Can't compare two companies nvda and tsla but you also shouldn't have compared a company who supplied picks and shovels to gold rushers and a company that was going to do something with the gold that they mined
Just a thought, but why couldn't Tesla's Dojo chip compete with NVDIA H100/200?
Tesla could get TSMC to Fab it just like NVDIA does.
Dojo is also optimised for video processing, H100 is not.
Anyway FSD V12, is looking very exciting.
Dojo Failed :"0
It may compete eventually but they need to get it to scale with software too.
Because Tesla would need also supply software with Dojo. Ever heard of CUDA? Do you know how protective Nvidia is about licensing their software? It would be a me-too move and chasing the leader, distracting the Tesla team from achieving the FSD mission.
Herbert is my spirit animal.
Sorry to hear that, hope for a better one next time.
@@michaellemon9183 😂aw whatever Herbert is logical and kind
Take about using robots only when humans are not available is bit difficult. That's like saying, Tesla can't use robots at the factory unless they can prove there are no more humans they can pay. Thing about robotics that can transform manufacturing is that it can allow total redesigning of the factory because robots are different than humans. Now, that's not to say ignore humans in the society and it's a nuanced situation.
Xander at time 1:15:00 --- I think Xander has it right. Imagine you wanted to hire a person to provide cleanup support in an elderly care setting. Suppose you were required to advertise for a human first as Herbert advocates. What wage & benefit offer would regulators require before they allowed a humanoid bot to be used instead? As Xander has pointed out the bot has so many advantages over employing a human in that job (although he was referring to a yogurt shop). Consider the competitive advantage an assisted care business using bots would have over a competitor using humans in these sorts of jobs. They could offer a lower price so more families could afford care for their elderly members suffering from dementia, etc. And the bots would not be spreading infectious diseases as happened with Covid.
Imagine we erected barriers to the use of word processors to protect the typing profession. Wikipedia has a brief article on the introduction of the Word Processor. As I understand it Japan has a big issue with aging demographics, about 29% of Japan's population is 65 or over.
Xander is smiling around minute 30.. i wonder what he is thinking
Any word on the post 10k Elon talk on Tesla?
From "bro exponential growth" to " bro let's have some hope"
With fsd, everyone will bitch and moan no matter how good it is. So what tesla needs to do is back it by data and never say any word such as guarantee or warranty
But Tesla will have to accept 100% liability if FSD is fully autonomous.
Humanoid robots will have a big impact on the construction industry as well
I know a wealthy couple in their 80's who were quoted $200,000/year for full-time, round the clock care.
xander says that tesla is not geeting anycredit for ai. thats because they have no product. just saw a video of fsd 12 nice ride and then i wants to pull into incoming traffic, almost a horrible crash and the driver was quick and prevented it. second v12 video and the tesla kept rolling around an empty parking lot, could find the exit. third video fsdv12 drives smooth and then on a straigt lane it constantly and randomly increases and decreases velocity. nvidia is earning a ton of money, microsoft is selling copilot like hot cake. same goes for gemini and openai. they have products that work and that they can sell at scale. your are not doing any investor of tesla a favor by sugarcouting that tesla is overpromising and underdelivering. 2 years before the next gen cars, common man thats superslow progress. you have no idea when fsd will be lvl4 or when a bot is coming, so pls dont hype the stock and pressure investors into fomoing in. every podcast you say, now is the time to buy, if you dont buy its to late. imho u will see when fsd12 is ready and when the bot is coming. with all the broken promises tsla will not rally from a 600m cap to 2t before it materializes into earnings. there will be plenty of time to buy
No need a short squeeze, we can have a gamma squeeze when rates come down and EPS growing again
The competition is capitulating...
So, in a sense, Christian is right... Tesla stock won't start shooting up until the Financials of FSD, Optimus, energy or whatever else starts showing in the numbers... this is not silly 2021 market anymore, the inflation crisis made investors more serious again.
Do people get the feeling they're talking over each other? The excitement of a potential is clouding a solid analysis and dialogue. Maybe it's just me.
Work week will be reduced likely to 30 hours.
AI Driver showed on X his V12 avoiding deep water on right lane and got a reply from Ramswamy of Tesla AI that they don’t even have to code for this edge cases.
@40:25 "FSD It has to be 100%" ... Then no one should care about the value of Tesla Insurance.
People will care about a car that is 3x safer than a human. it doesn't need to be 1000x safer than a human and no errors ever. Any insurance company would love to only pay out a third of the time, and charge the driver / software half price.
PAY PER USAGE-FSD may help with broader testing and adoption.
YUP!
TO INCREASE THE FSD TAKE RATE!
FULL SELF DRIVING (FSD) SUBSCRIPTION SERVICE IDEA
I believe that FSD needs to be offered as a subscription service.
Next Gen drivers and Low Mile drives will never use FSD unless it makes sense, has to be affordable.
People that paid mega bucks for FSD should be granted lifetime transferable and free FSD, they earned it.
SAS MONTHLY SUBSCRIPTION IDEA:
$25 = Up to XX miles per month plus $x per mile after that.
$50 = Up to XX miles per month plus $x per mile after that.
$100 = Up to XX miles per month plus $x per mile after that.
$250 = Up to XX miles per month plus $x per mile after that.
$500 = Unlimited miles per month.
Must sign up and commit to a year of service to start service.
(Want to get people hooked on it and they will be users for life)
May raise or lower subscription month to month, before end of month.
(Miles used increases permanently or maybe a onetime cross-country vacation)
We are shareholders!
This format will make TESLA (shareholders) all more money and increase the use and safety of the most drivers possible.
BEAT THE IDEA UP!
MAKE IT BETTER IF YOU CAN!
SHARE IT WITH THE BOSS IF YOU CAN!
The best time to buy TSLA is when you have the money! Trying to guess the dips is an exercise in futility and possibly peril. Some smart folks can play it for a while but if it was easy/guaranteed they'd be trillionaires by now.
As a long-term investment, Tesla is a buy from $100 to S1,000.
Dollar cost average and win!
It would be a matter of filling all of the jobs that are not currently filled. Then if the company would replace a current worker with a robot then that worker would collect unemployment compensation paid by the company’s that hire robot workers. The rate of pay would have to be the same as the pay they were making at the time of discharge. The unemployed workers would be sent to retaining for a new open position at a new company. If that person at some point is not able to attain gainful employment they would be moved to another level similar to disability retirement. The companies that hire robots will reap the savings buy hiring robots would inherit all financial liability for the employee as well as pay the same or more in taxes to the government for their actions.
Xander at time 1:15:00 --- I think Xander has it right. Imagine you wanted to hire a person to provide cleanup support in an elderly care setting. Suppose you were required to advertise for a human first as Herbert advocates. What wage & benefit offer would regulators require before they allowed a humanoid bot to be used instead? As Xander has pointed out the bot has so many advantages over employing a human in that job (although he was referring to a yogurt shop). Consider the competitive advantage an assisted care business using bots would have over a competitor using humans in these sorts of jobs. They could offer a lower price so more families could afford care for their elderly members suffering from dementia, etc. And the bots would not be spreading infectious diseases as happened with Covid.
Imagine we erected barriers to the use of word processors to protect the typing profession. Wikipedia has a brief article on the introduction of the Word Processor. As I understand it Japan has a big issue with aging demographics, about 29% of Japan's population is 65 or over.
Herbert sounds like a Tesla Bull that is living in a fairy tale.
Christian sounds more realistic and practical .
When Jensen Hueng rebuilds the Internet in space I’ll buy his stock.
Elon failed at the last earning call to instill enthusiasm and optimism
I do not think Elon needs to instill anything. He will show everyone in time. He is very adept at doing that. Many have not figured that one out yet.
@@sandybayes perhaps he should not have taken Tesla public then if he doesn’t feel any obligation to his investors
Elon's obligation needs to be to his companies not to his investors is my response to that line of thought@@dennrkd
FSD does not have to be perfect. You can have a human monitor for every, say 50-100 robotaxis who can manually take the car over. Also cameras will show what happened in an accident. Nothing is ever perfect includes airlines.
Google's Waymo vehicle costs the same as a Merc S class to build, around $180k to build.
FSD vehicle costs Tesla $35k to build.
How is that going to work out!!!
If it's the next gen vehicle, it should cost $20-25k to build.
Tsla's natural cycle will begin the next two weeks regardless of NVDA. Rest is noise.
I'm with you, Herbert. The word inevitable is relative. Nothing is inevitable based on the true definition. But, everything has a probability. And the probability of Tesla solving FSD in a way that is meaningful enough to skyrocket the stock is higher than Christian waking up tomorrow. Yet he makes decisions every day with that assumption and high probability.
Speaking of Christian, how can he have a little boner about NVIDIA and be such a bull about that stock and then miss it with Tesla? I think he has visionary limitations. His imagination is limited. The rest of us can clearly see where this is going.
A robot cleans my house already… just because they don’t look like a humanoid they are discounted from the already existing robots working in our homes.
Tesla will go past nvda in 3 years IMO. I also see Palantir go up more than nvda.
I hope so!
I think Palantir has a good shot to be come _the_ business operating layer on top of ERP, MES, CRM etc. Until recently they are held back by their go-to-market approach but that might be solved now. We will see in the next 2 quarters how well they can translate bootcamps to revenue.
SOONER!
I think . . .
Solving FSD will take several years from now - Tesla is not close. However, they can have FSD feature releases in the meantime and incentivize the progress. They need to put it properly in the roadmap and educate the customers - why should anyone pay for this? We can keep marveling the engineering prowess but this simply does not translate to movement in stock price.
I believe that Musk has been better in telling the story previously.
He could do it again, but I feel he will only do it again (Master Plan 4) when he has a clear timeline.
Unfortunately the negative experiences he had make him less open about talking about his visions and the solutions. That means the little guys will have less insight about what, when and how they will do it.
What do think? Will Elon talk with us openly again?
Robo taxi will drive grandma to the doctor and kids to school while you watch on your phone from all cameras
When a company earning increase due to the use of robots, they will pay a higher tax to Regulators, so that would compensate for the lose of jobs… from the Regulatory side.