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Good perspective. I think the differentiator is the app/AI that will allow you to make real money. Your car with FSD is pretty helpless to get customers. Nothing in the FSD contract says there will be a Robotaxi function. (I have never looked at it, so correct me if I am wrong) Sure you...

I think you are spot on. I envision several products managed by Tesla AI. The Robotaxi application for providers. This is over and above FSD. As you say FSD is for individuals. The Robotaxi app is going to destroy Uber and change transportation as we know it. Tesla will also...

By raising the price they make people that paid $12k for almost there FSD feel better. I think Tesla will actually honor fsd pricing on reservations. It doesn't really cost them much and will take the sting out of the other price adjustment. My reservation was for $8k but unless fsd is...

It was a slow day. Had to stir some shit up. The topic was weird anyway.

I don't think they needed to prove damages. They just needed to send a cautionary message about market manipulation. Sorbanes Oxley or Dodd Frank where both pre twitter. Twitter and alternate truths are a weird deal and nothing has been updated to regulate this informal yet public...

The SEC is the only thing that gives that common person access to the markets. Without the SEC insiders and the people that can afford them would make all the money at the expense of the common person. Corruption would be worse. Are they perfect. No. EM has and always will push the...

If course. He has been in consultation with very talented folks from the get go. Yes they will do the work. This will keep him up at night and is a huge ego distraction to get beat on or walk away from.

If Elon is forced to complete the sale I can't see that it behooves him to continue to sue Twitter. (He may sue individuals to the extent that they are not protected by the company prior to the take over.) He will get to work monetizing what he can and writing the rest off as his altruistic...

I suspect Elon's defense is technical analysis of the Twitter bots. That might take awhile. If Elon say's there are more than 5% or Twitter was uncooperative in providing the detail.

Let's talk about the Twitter problem. Potential options. 1.) Elon has to complete sale. 2.) Shifts focus to making Twitter profitable. 3.) Has to sell a shit load more stock driving price down. Or 1.) Sale goes through at a lower price 2.) Same as 2&3 but less. Or 1.) Elon pays the $1B...

Exactly. The correction has already started based prior fed moves and more importantly post pandemic production rates. So don't raise interest rates too much. Wait just a little longer to see what happens. Assuming we don't get a variant that is both highly transmittable and with a high...

I actually think we might be ok if the US Federal reserve raises rates .5 % we will get a handle on inflation. Commodities, food and fuel are already coming down, but included in the nasty June numbers. A 1% rate hike might trigger a recession. The other world banks should act fairly...

Great research and thank you. . Telsa is a little different than BMW and Mercedes. It is a prestige brand, value brand, and eco conscious brand at the same time. Tesla customers do the math. I am not sure if BMW customers care as much. Tesla customers are just different, I am not...

With market drops, crypto demise , higher borrowing costs and layoffs/uncertainty in the upper labor markets the demand for $65000 cars is going to plummet. I would love to see the trend line in quoted wait time vs actual delivery. I bet internal numbers already show this over the...

Great news. This will make it easier to level off the price increases on the 3Y. Maybe even decrease. The $65,000 Y was making the CT2 look impossible.

I am aware and fine with long term capital gains tax. I don't mind paying my share. You have to sell sometime. Best case you spread your sales such that you don't jump into a temporarily higher tax bracket. I happened to bet pretty big on a pharmaceutical stock that hasn't paid off...

Having bought most of my shares in 2017 I am still doing OK, but I am not sure about splurging on the CT anymore. I don't REALLY need a truck at all. My Sienna/RAV4/trailer get the job done 95% of the time with a little work arounds. Even if I can get something close to the CT2 I...

Given the pure BEV material constraints I would not be opposed to plug in hybrids as a bridge vehicle over the next 5 years if they can get at least 30 ICE free miles per charge. The dual system maintenance sucks, but if we went with 15kWhr packs we could take 4-8 pure ICE vehicle off the road...

Level 2 chargers at work are most important in my book. Solar power is at it's peak and this helps people in apartments. Half a day on a charger 3 days a week will cover a lot of people per charger.

Ugh I bought at $830 $730, $750 and have a buy order for $605. I got in in 2019 so I am still doing well at these prices, but I hope it never goes that low. With the market adjustment, the Crypto market nearly evaporating a lot of easy money is gone. This will result in reduced...