Understanding Tesla's Current Stock Valuation

Here are the pros & cons for me a.t.m. No position.

- Robotaxi hasn't had any serious incidents
- It hasn't repeated any minor mistakes
- It's expanding really quickly
- Waymo is having more incidents, per City of Austin

On the con side, losing those regulatory credits is gonna be brutal.

Number of incidents is irrelevant. It's the number of incidents per vehicle miles traveled that matters.

Tesla has safety drivers in all of its vehicles. Scaling will be difficult if they can't operate in truly autonomous mode.
 
I am sure all autopilots will have these situations to deal with in court sooner or later. Nothing is perfect and it is really part of doing business. However, the problem is Tesla jump ahead of other autopilots by using vision cameras only and skip the lidar, and that can give them a huge disadvantage in safety margin and goodwill of the legal system when things eventually happen.

I'm sure eventually everyone will get there and vision will be good enough, not just Tesla, when the tech is commoditized. It is just that the risk and reward of doing it as the 1st one alone can be very high.
 
Picked up my two Grandsons from El Paso airport yesterday.

The youngest grandson, five years old points at a vehicle and states "look a cyber truck". I had no idea he knew if a cyber truck, and am sure he could not point out a make or model of any other vehicle.

And of course this Cyber truck owner is getting attention to his business that he would not get with a suv or pickup. The cyber truck makes it so easy to have awareness of this specialty pipe repair business.

Greatest vehicle loss leader since the viper or prowler.

Without a doubt I would purchase a cyber to market certain businesses or services.


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Picked up my two Grandsons from El Paso airport yesterday.

The youngest grandson, five years old points at a vehicle and states "look a cyber truck". I had no idea he knew if a cyber truck, and am sure he could not point out a make or model of any other vehicle.

And of course this Cyber truck owner is getting attention to his business that he would not get with a suv or pickup. The cyber truck makes it so easy to have awareness of this specialty pipe repair business.

Greatest vehicle loss leader since the viper or prowler.

Without a doubt I would purchase a cyber to market certain businesses or services.
Lotsa CTs around here. Many are full of advertising. Very few have something in the bed; more like none...
Just my unscientific analytics...
 
Lotsa CTs around here. Many are full of advertising. Very few have something in the bed; more like none...
Just my unscientific analytics...
Don't they all have a built in cover? How would I know if there empty?

There are now 4 CT's within a few blocks of me. New one showed up this weekend. And one Lightning - well there harder to spot so maybe more, but they sound awful?
 
Crossed my feed. Tesla is dumpin their supercomputer / in house AI chip efforts.

Reposting the Yahoo version of the Bloomberg article as the original is behind a paywall. https://finance.yahoo.com/news/tesla-disbands-dojo-supercomputer-team-214056292.html

"Tesla Inc. is disbanding its Dojo team and its leader will leave the company, according to people familiar with the matter, upending the automaker’s effort to build an in-house supercomputer for developing driverless-vehicle technology."

"Tesla plans to increase its reliance on external technology partners, including Nvidia Corp. and Advanced Micro Devices Inc. for compute and Samsung Electronics Co. for chip manufacturing, the people said."
 
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