Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
"Ridiculous but true fact: Zoom, the teleconferencing app, has done more to reduce emissions than electric vehicles."
Discuss
Dog , Cathie is , as you know, Tesla's biggest fan. Her fund made huge investments in Tesla, without which the performance of her fund would be even more dire. The tide is going out and Cathy's pants are down
"Cathie Wood: ‘a boom or bust investor’ tries to keep a sinking Ark afloat"
Discuss
Dog, it is well accepted that Tesla build quality is not good. They did call that one right. They just didn't expect that Tesla is such a cult that many customers didn't seem to care.
In fact here is an article TODAY about it
https://www.dailymail.co.uk/news/article-10571391/Tesla-electric-car-likely-drive-frustration-prone-faults.html?ito=native_share_article-top
"Last November, Tuttle Capital Management unveiled the Nasdaq-listed Tuttle Short Innovation ETF (ticker: SARK), which gives investors the ability to bet against Wood’s ARKK. Since launching, SARK has grown from $5mn to $325mn in assets under management and is up 24 per cent this year."
ice "Big things about to happen"
Are you averaging down Billy ?
Eileens' "buy the dip" to "Sell the Rally" prediction proving to be correct on Tesla..
Dog " if competitors were doing better catching up or overtaking Tesla then there might be a problem, but they aren't."
https://twitter.com/Hermit_Thrush/status/1491389547225423875/photo/1
Dog, at least we now have a measurable point of difference, could you now give us a timescale for when you think Level 5 will be delivered. Presumably from your words you are still indicating "soon". So give us your time scale. 6 mths, 1 yr , longer ?
(don't cope out now, with "it will take as long as it takes" while allowing yourself to simultaneously state "but it will be delivered" , that's no better than telling people the world is going to end)
Dog "Eileen knows it will be done all we disagree on is the time line"
But the time line is rather important. It is turning out to be nothing like as easy as Elon (and you) predicted. He is out by an order of magnitude.
"It is the last 1% that is likely to be the most difficult,"
Telsa is no where near the last 1pc.
"My investment case does not depend on Tesla solving FSD "
Other poeple do, eg Mad Cathy from ARK put a huge part of her Tesla valuation on FSD (her fund is down <20pc this year)
"I understand from your post that even you think he will get it done "
No don't assume that from my post. I think it will take at least another 5 years minimum and possibly a decade to get to Level 4/5 autonomy. So not any time soon. I am confident in calling out Elon on this and saying he got this one (badly) wrong.
Dog "But I always get it done.'"
Dog, sorry but he still hasn't got FSD done and it won't be getting done any time soon either.
"The IEA estimates that if every nation achieves their ambitious EV targets, it will reduce CO2 emissions in this decade by 235 million tons. That will reduce global temperatures 0.0001°C by 2100."
Just Saying....
FSD Video about Elon's promises I think
https://youtu.be/5cFTlx68itk
"this Boston Dynamics Robot gymnast is not an actor""
Assuming Tesla is not buying Boston Dynamics then this only shows how far Tesla are behind in the Robotics field then does it not.
Don't you guys just go on and on about about Teslsa's unassailable lead ?
Dog "what do you think it will be worth when it is making.... Optimum Teslabot."
You mean like "... 1 million robotaxis by 2020 ? ".
ffs Dog, Elon hired an actor to pretend to be a Robot. It was a truly ridiculous spectacle, but please don't tell me you fell for it.
Some of the things you say are perfectly well researched but you still seem to be susceptible to falling for the biggest whoppers of all.
Chief, Could it be that perhaps Tesla has now, finally, transitioned from "buy the dip" to "Sell the Rally"
What do you think ?
( Thoughts from fanbois welcome too... )
"And god yes Elon is pure genius "
I must admit I totally agree, Elon was dumping his stock at the very top of the market while you guys were topping up and buying.
What a pro... total genius
Shareprice going south , and after the results too.
Not looking good for those that were topping up when it "dipped" to 1000.
Looks to me like BTFD could be over here. (then structural decline to a more realistic SP )
Just saying
Will in4cedros be on to still claim he is not >97% down... probably
( told ya )
billy "hat all software is hackable"
I think the main point he was making wasn't about hacking , it was that from the sample videos he had seen, FSD would n't even get a driver's licence because it makes so many mistakes. ( most of which could be fatal )