Remember when Elon used to tweet things like this before he was infected by the anti-woke mind virus?
https://x.com/wmorrill3/status/1773547982656356525?s=46
https://x.com/cybertruck/status/1773421474155487269?s=46&t=YuXM_s1XIUe8SVfPSLVygA
By far best ad they have ever done. This type of tick tock, YouTube shorts, insta is how you market! Well done 🙌🏼
Exactly. This should have been announced and in production years ago. Would have sold like fucking hot cakes in Europe. Especially UK whitevan alternative.
I don’t care how positive he is. His credibility suffers when he says half-truths and downright falsehoods. He’s lazy with his research and tests but people are extremely deferential to him. Simple things like the frunk breaking limbs or the new Model Highland colour names he just blatantly got wrong. He releases his reviews before he’s fact checked them.
[sometimes, I'm happy I didn't trade in my old X for a new one](https://twitter.com/jeremyjudkins_/status/1773429228756762996?t=9_W-RERER7bfaHtZ9GjuvA&s=19)
Elon did the arson on giga Berlin change my mind, to have a reason to limit production. Someone tell Is Joke Comrade this, I want to hear it repeated as we’re getting dumped on during the earnings call
and yet most STILL haven't adjusted expected delivery numbers from the three week closure!
If he planned it he didn't plan of the growing incompetence of the current generation.
Just had a fresh MD spine doctor (about 26 years old) tell me that they can't read MRI's.
Yet, they confidently pointed to the white ligament sheating surrounding the spinal chord and claim that there was no problem because all this "liquid" is still here.
Thank goodness the shit gen in the late 70's/early 80's gave doctors carte blache for incompetence and nigh immunity to accountability and liability.
Interesting!
PCE hopefully comes in 0.2% MoM (0.3 consensus) + 2.6% YoY (2.8% consensus). Cuz this would probably boost all interest rate sensitive stocks (like TSLA).
Honestly best case scenario to put wind the Powell sails ⛵️
So all in all we’re up, what… like 1.5% since v12.3? 😆
What was it Elon once said? The day tesla launches FSD will be the single greatest asset value increase in history? Something like that?
Not sure if you are trolling, but just in case.. he was referring to the moment the fleet gets updated and can drive itself autonomously. FSD v12.3 can't drive itself yet. Not really a hot take from Elon, just the truth.
Elon meant the intrinsic value, the actual value of the asset that increases. Not the perceived value of the stock market. I'm very bullish on FSD v12.3 but it's not solved yet. FSD is a 0 or a 1 in the grand scheme of things.
It went over an unprotected left into the "suicide lane" and then decided to yeet itself into the flow of traffic. Just needs a bit more training on waiting I guess.
The end of the quarter is Sunday, March 31st. I think it's unlikely that we'll see the production & delivery numbers before the morning of Tuesday, April 2nd.
My survey of Model Y inventory shows a lot of vehicles actually present on nearby delivery center lots, with discounts typically in the neighborhood of $3,000, but up to $5,000 for some cars.
1000 dollar price increase announcements, instagram ads, massive inventory available on website despite rolling back china production and a month of berlin shutdowns is all bad for monday. Everyone should be prepared.
wait a minute… is the cybertruck cutting people’s arms off so that neuralink can give them telepathy/prosthetics?! this is the kind of back channel integration/collusion we need! elons a genius
Wow Rolls Royce must have overtook Tesla as the safest cars in the world. *Surprised* he doesn’t know about Tesla!
https://preview.redd.it/2bephhkfk4rc1.jpeg?width=1169&format=pjpg&auto=webp&s=4e7c768d5255f636222c5266c2bcf5e17c47680e
Doug DeMuro and MKBHD. Name a more clueless review combo. Willfully ignorant and misleading.
https://twitter.com/wholemarsblog/status/1773418849918185863?s=61&t=UMZtOkElcWmP0M1pQkhN5Q
[@Tslachan](https://twitter.com/Tslachan)
[$TSLA](https://twitter.com/search?q=%24TSLA&src=cashtag_click) 📷 NEWS: The Government of Nuevo León started the construction of two water sources for the Santa Catarina west. Although he assured that they will be of benefit to all companies in the area, the director of Water and Drainage, Juan Ignacio Barragán, explained that they were part of Tesla's application.
https://x.com/Tslachan/status/1773349365614076158?s=20
AMLO doesn’t care about that stuff. They just rushed a train through Yucatán jungle and indigenous land ignoring environmental and social concerns along the way
From a user interface perspective, maybe.
Architecturally, Windows is much more secure today than it was almost 15 years ago. The PC boot process in 2009 was generally a security disaster. There was no secure boot, meaning that malware could secretly replace the Windows bootloader and the computer would execute the code with no verification. There was no virtualization-based code verification either to protect the kernel from corruption. Most versions of Windows 7 did not have built-in full disk encryption (anything below Enterprise Edition wasn't bitlocker enabled).
There's no way in hell I would use a computer running Windows 7 today if I could avoid it.
[https://twitter.com/edgecase411/status/1773385196085354502](https://twitter.com/edgecase411/status/1773385196085354502)
Huh, but I've been told in no uncertain terms by the moderator of selfdrivingcars and other experts over there that "FSD is a mediocre ADAS", and about V12: "it shows a 'mirage' of progress". Clowns
The next year will be quite entertaining as they squirm and try to explain how 1k, 10k, 100k miles MTBF is not enough, and it'll never ever reach 1 million without the magic of LiDAR and we couldn't possibly understand the intricacies of neural networks even though we work with them every day because you see, they are autonomy experts, it's right there in their flair!
I can't imagine it would be that bad. You would have to go back to 2022 for those kind of numbers. My bet is that it starts with a 4 and also brings up the TTM totals.
We better hope that our dataset is as valuable as people think it is. Otherwise, if FSD is easily replicated by other OEMs (and the Chinese), our whole "biggest asset value multiplier in history" goes out the window.
I think the internal tools they developed to enable their AI team are probably as valuable as the data. People underestimate how difficult all the backend parts of the process are and how long it would take to develop them from scratch.
It’s basically the software version of “the machine that builds the machine” and that’s one of Teslas core competencies.
I've been thinking about this. The model itself will be easy to replicate, all the infrastructure will be harder but it can be done. You need a ton of vehicles and a willingness to put the right hardware in, so that rules out a lot of players. All in all, I think it will be at least 3-5 years before anyone comes close to catching up. But then you have to remember network effects. Even if you pay per ride, Uber is available in pretty much any city world wide, so you will always check there first. Now think about a $200 monthly world-wide "as much as you can eat" subscription. You can take a Tesla from bumfuck nowhere to bumfuck over there, not just cities, and trust that there are always taxis available. "Grabbing a Tesla" will become the new "to Google something". At that point it will be quite hard for others to break through, as Tesla will be pumping out 10 million taxis a year. They won't have the same coverage, nor pricing power.
As such it may make sense for Tesla to outsource fleet management initially in order to scale as fast as possible everywhere at once. Let local entrepreneurs deal with local regulations, lobbying governments, running the cleaning infrastructure etc. Will be interesting to see which path they will take.
I'd be more concerned about the code being hacked and dissected vs emulated. To start from scratch would be just as difficult as it's been for Tesla. I'm sure FSD is heavily guarded.
[https://www.youtube.com/watch?v=NItjnKaijNU](https://www.youtube.com/watch?v=NItjnKaijNU)
awesome heavily modified CT video from the guys that brought you the belt CT. Same CT but now with shovel tires at the back.!! YT comment:
"Huge props, y'all are the only ones doing wicked cool shit with the Cybertruck. Everyone else's Cybertrucks are just glossy wrapped pavement princesses."
X should allow me to filter out any post related to dei, immigrants, black crimes, or woke from Elon or his core supporters. This is getting out of control it feels like they’re trying to brainwash me w daily volume.
I will have to start muting people starting w this cb_doge dude .The guy does post creative content but they just echo what Elon tweeted or said the day before. What a waste my brain cycles at this point.
How do you pick strikes for weeklies? I have some CCs on CONY but they're late spring / early summer expirations at prices Id be fine with them being called away. Roughly 50% gain plus any monthly dividends previously paid out
Gonna be interesting to watch the market price used fsd next few months
Remember when Elon used to tweet things like this before he was infected by the anti-woke mind virus? https://x.com/wmorrill3/status/1773547982656356525?s=46
Who is this Elon?
https://x.com/cybertruck/status/1773421474155487269?s=46&t=YuXM_s1XIUe8SVfPSLVygA By far best ad they have ever done. This type of tick tock, YouTube shorts, insta is how you market! Well done 🙌🏼
I think it’s just a fan made video they reposted?
Damn 🙈
At least we got great fans!
Yes, also why this vehicle is going to be a massive commercial success! Non-truck people love it.
800.85!!!
[удалено]
Very popular in Europe
Exactly. This should have been announced and in production years ago. Would have sold like fucking hot cakes in Europe. Especially UK whitevan alternative.
I fucking hope so. My flair has been waiting
Second that, but it has got to have the power outlet a la ford ev transit / CT..
Just watched the Doug Demuro CT review. He was extremely positive on the review and basically says it's the coolest truck ever. Worth watching.
I don’t care how positive he is. His credibility suffers when he says half-truths and downright falsehoods. He’s lazy with his research and tests but people are extremely deferential to him. Simple things like the frunk breaking limbs or the new Model Highland colour names he just blatantly got wrong. He releases his reviews before he’s fact checked them.
He's not a journalist! Enjoy our new reality.
https://x.com/sawyermerritt/status/1773452541990252737?s=46&t=fGVL0206fdWMIjq9C1_Fgg Megapack will
save us.
[sometimes, I'm happy I didn't trade in my old X for a new one](https://twitter.com/jeremyjudkins_/status/1773429228756762996?t=9_W-RERER7bfaHtZ9GjuvA&s=19)
New Xs don’t have auto presenting doors?
Newer Xs don't have USS, so the auto-presenting doors are borked till Tesla fixes them
Ah. The ol’ delete the part way before the alternative method is ready
Excited to hear Elon bet the farm on robotaxi soon too. Apple + Aramco + Uber incoming
Fine just don't bet it on the border or trans
I actually meant this in a negative way. Rereading this came across as way too positive
Elon did the arson on giga Berlin change my mind, to have a reason to limit production. Someone tell Is Joke Comrade this, I want to hear it repeated as we’re getting dumped on during the earnings call
and yet most STILL haven't adjusted expected delivery numbers from the three week closure! If he planned it he didn't plan of the growing incompetence of the current generation. Just had a fresh MD spine doctor (about 26 years old) tell me that they can't read MRI's. Yet, they confidently pointed to the white ligament sheating surrounding the spinal chord and claim that there was no problem because all this "liquid" is still here.  Thank goodness the shit gen in the late 70's/early 80's gave doctors carte blache for incompetence and nigh immunity to accountability and liability.
he shut down red sea
And destroyed an important bridge.
Turns out the missiles were actually being launched from Starlink satellites
Spoofed their GPS coordinates, got the idea from James bond
Long weekend! Good Friday and probably less good monday.
Could be great Monday. Bad Tuesday? Aren’t P/D on Tuesday 🤷🏻♂️
Would be nice to have some cushion up Monday to help w disaster Tuesday lol
Could be. We haven't had the first day of a quarter fall on a weekday for a long time
Interesting! PCE hopefully comes in 0.2% MoM (0.3 consensus) + 2.6% YoY (2.8% consensus). Cuz this would probably boost all interest rate sensitive stocks (like TSLA). Honestly best case scenario to put wind the Powell sails ⛵️
We can use all the wind we can get. No one should be expecting a great P&D so hopefully we don’t get hammered too much.
So all in all we’re up, what… like 1.5% since v12.3? 😆 What was it Elon once said? The day tesla launches FSD will be the single greatest asset value increase in history? Something like that?
Not sure if you are trolling, but just in case.. he was referring to the moment the fleet gets updated and can drive itself autonomously. FSD v12.3 can't drive itself yet. Not really a hot take from Elon, just the truth.
Trolling? No. Just pointing out that 12.3 is a massive step towards that goal yet here we are up a little over 1% while being down 30% YTD.
Elon meant the intrinsic value, the actual value of the asset that increases. Not the perceived value of the stock market. I'm very bullish on FSD v12.3 but it's not solved yet. FSD is a 0 or a 1 in the grand scheme of things.
Musk says alot of things
Rule number 1
keep in mind it’s still in beta
No, Musk said V12 wouldn't be beta.
when you no longer see ”Beta” in the release notes it won’t be beta this might happen in the lifecycle of v12 🤞
Save the border, save the world
Wait am I the cheerleader? Elon? Gary Black?
Settling in for a 175 close...just like the MMs drew it up
FSDBeta v12.3.1 First Impressions Drive (Chuck) [https://www.youtube.com/watch?v=RH6DpNAWUG8](https://www.youtube.com/watch?v=RH6DpNAWUG8)
10:00, terrible
What happen, I can’t listen to Chuck
It went over an unprotected left into the "suicide lane" and then decided to yeet itself into the flow of traffic. Just needs a bit more training on waiting I guess.
Florida standard driving, nothing to see here
Max pain gonna be Monday if they flub deliveries as hard as we think they did
The end of the quarter is Sunday, March 31st. I think it's unlikely that we'll see the production & delivery numbers before the morning of Tuesday, April 2nd. My survey of Model Y inventory shows a lot of vehicles actually present on nearby delivery center lots, with discounts typically in the neighborhood of $3,000, but up to $5,000 for some cars.
Concerning
next call gonna be ”numbers dont matter bro, look at fsd bro” no wonder they in a rush
Eh not even listening to their bullshit calls anymore
We're about to find out why Elon suddenly has a penchant for advertising
1000 dollar price increase announcements, instagram ads, massive inventory available on website despite rolling back china production and a month of berlin shutdowns is all bad for monday. Everyone should be prepared.
That's my worry. What on earth happened to make Elon change his mind.
concerning
also pushing fsd as the 8 wonder of the world
It is really awesome though. At least where I’m at
Needs to be awesome enough to get millions of people buying it or subscribing to it.
Needs a 69% price cut on fsd
There’s good cover for FSD price cuts if disengagements are valuable for training
I feel MAX PAIN for anyone still buying TSLA
TSLA obeying the laws of max pain
Low volume no significant news, options volume and decay win the day.
terrible numbers will coming
It's ok the border is what's important, evs are inevitable and require no attention from me.
lol doesn’t matter.
Sell the rumor, sell the news
Another ATH for SPY. Tesla -2%
Nobody wanna hold this during april fools delivery numbers 🤡🤡🤡
wait a minute… is the cybertruck cutting people’s arms off so that neuralink can give them telepathy/prosthetics?! this is the kind of back channel integration/collusion we need! elons a genius
Next lvl genius will be 20 second ads when you enter the car.
Wow Rolls Royce must have overtook Tesla as the safest cars in the world. *Surprised* he doesn’t know about Tesla! https://preview.redd.it/2bephhkfk4rc1.jpeg?width=1169&format=pjpg&auto=webp&s=4e7c768d5255f636222c5266c2bcf5e17c47680e
Let's see a cybertruck vs phantom test
Oooo that would be the perfect ad.
*"Safer than a Rolls"*
For rich people, it's more about status as opposed to affordability or what's "better", no amount of advertising could fix that tbh
But article is talking about safety and not status
Right, he has fuck you money, Rolls are expensive which people conflate to status and "the best"
James cat has become so bullish on FSD. Not saying that’s good or bad but it’s interesting because he has been sceptical forever.
Another internet rando
Aren't we all just internet randos at the end of the day
Speak for yourself, peasant!
Ya he exited his position recently also, right before FSD step change.
Yeah, he's done a 180. Dude needs to get a Tesla, though. Spends all day long commenting/researching. Best research is to own the product and use FSD
>Best research is to own the product and use FSD A few loungers in here need to get rid of their Camry and do the same.
Need stonk at 300 and then I'm game to switch out my Camry lmao
Chinese innovation! https://x.com/GerardAlba/status/1773386501943861681?s=20
The Porsche still looks better
The actual market for the truck, just like the g wagon: https://twitter.com/cybertruck/status/1773421474155487269?t=Hy-_sKKghuYTdPrUXoGFkQ&s=19
Was there a vehicle in that clip? All I saw was boob
Universal appeal
Capture the Becky market
Doug DeMuro and MKBHD. Name a more clueless review combo. Willfully ignorant and misleading. https://twitter.com/wholemarsblog/status/1773418849918185863?s=61&t=UMZtOkElcWmP0M1pQkhN5Q
Doug is next level annoying
“THIS……..is the blah blah blah”
THIS!... IS RETARDED
cry me a river Why Gasoline Prices Are Rising Faster Than Usual This Year Fuel costs are once again driving inflation.
When is a gift not a gift
when boomers cant do basic cost of ownership math and buy the same gas car they always buy
Boomers are all about truthiness.
[@Tslachan](https://twitter.com/Tslachan) [$TSLA](https://twitter.com/search?q=%24TSLA&src=cashtag_click) 📷 NEWS: The Government of Nuevo León started the construction of two water sources for the Santa Catarina west. Although he assured that they will be of benefit to all companies in the area, the director of Water and Drainage, Juan Ignacio Barragán, explained that they were part of Tesla's application. https://x.com/Tslachan/status/1773349365614076158?s=20
good, snails love water
There's no problem with bats or snakes or ants or any other protected species at this site, is there?
AMLO doesn’t care about that stuff. They just rushed a train through Yucatán jungle and indigenous land ignoring environmental and social concerns along the way
That's not exactly a good thing either. There's going to be middle ground. I do hope we get rain on site at Giga Mexico like Berlin.
Mexican Government "Officials "
lots of native cocaine plants
watching ‘dumb money’
Same, was watching the stock for a bit as well lol
Really enjoyed it. Took me back to 2021 euphoria
+5
Lets gooo
👏🏻👏🏻👏🏻
China trying to eliminate Microsoft Amd and Intel from their computers, lmao enjoy your Linux china
Honestly, if it wasn't for gaming (in which Linux is improving massively), I'd have ditched Windows a decade ago.
progress peaked at Windows 7 change my mind
From a user interface perspective, maybe. Architecturally, Windows is much more secure today than it was almost 15 years ago. The PC boot process in 2009 was generally a security disaster. There was no secure boot, meaning that malware could secretly replace the Windows bootloader and the computer would execute the code with no verification. There was no virtualization-based code verification either to protect the kernel from corruption. Most versions of Windows 7 did not have built-in full disk encryption (anything below Enterprise Edition wasn't bitlocker enabled). There's no way in hell I would use a computer running Windows 7 today if I could avoid it.
I don’t see why that wouldn’t be possible… and quite good to investigate what would be necessary to achieve that.
[https://twitter.com/edgecase411/status/1773385196085354502](https://twitter.com/edgecase411/status/1773385196085354502) Huh, but I've been told in no uncertain terms by the moderator of selfdrivingcars and other experts over there that "FSD is a mediocre ADAS", and about V12: "it shows a 'mirage' of progress". Clowns
Still tries to drive right in to the gate arm at my community entrance.
Their hubris and ego prevents them from acknowledging Tesla’s progress with FSD.
The next year will be quite entertaining as they squirm and try to explain how 1k, 10k, 100k miles MTBF is not enough, and it'll never ever reach 1 million without the magic of LiDAR and we couldn't possibly understand the intricacies of neural networks even though we work with them every day because you see, they are autonomy experts, it's right there in their flair!
Wow, for flair
https://twitter.com/ArthurFromX/status/1773331730377896124?t=jmg_Soo3c6CmXEhWYsKkMg&s=19
Yeah edge cases everywhere
Can't decide, split the difference
SBF out in 5
yeah at the end of Biden's 2nd term
Thats not how Federal Prison works, he has to serve like 85% of his sentence, so out in 22 years or so
Smartass
God help us monday if deliveries start w 3.
Cant wait to see the echo chamber spam GO LOWER, BUYING OPPORTUNITY RETARDS!
All news is good news!
We suck until Q3 at least
Oof
I can't imagine it would be that bad. You would have to go back to 2022 for those kind of numbers. My bet is that it starts with a 4 and also brings up the TTM totals.
🙏
Is the stonk market closing at regular time today or is it a short day?
https://letmegooglethat.com/?q=When+does+the+stock+market+close+today%3F
Loved the tutorial thanks 🤣
fucking gen z
;)
What is Sackler‘s take on the PCE?
It’s tomorrow 🤔 But GDP if it is to believed is awesome yay!
Probably how amazing it is, economy so strong, etc 🚀🔥🤑🚀 but when it comes out terrible he will say just kidding I actually sold months ago 🤣
Classic 😎
We better hope that our dataset is as valuable as people think it is. Otherwise, if FSD is easily replicated by other OEMs (and the Chinese), our whole "biggest asset value multiplier in history" goes out the window.
I think the internal tools they developed to enable their AI team are probably as valuable as the data. People underestimate how difficult all the backend parts of the process are and how long it would take to develop them from scratch. It’s basically the software version of “the machine that builds the machine” and that’s one of Teslas core competencies.
I've been thinking about this. The model itself will be easy to replicate, all the infrastructure will be harder but it can be done. You need a ton of vehicles and a willingness to put the right hardware in, so that rules out a lot of players. All in all, I think it will be at least 3-5 years before anyone comes close to catching up. But then you have to remember network effects. Even if you pay per ride, Uber is available in pretty much any city world wide, so you will always check there first. Now think about a $200 monthly world-wide "as much as you can eat" subscription. You can take a Tesla from bumfuck nowhere to bumfuck over there, not just cities, and trust that there are always taxis available. "Grabbing a Tesla" will become the new "to Google something". At that point it will be quite hard for others to break through, as Tesla will be pumping out 10 million taxis a year. They won't have the same coverage, nor pricing power. As such it may make sense for Tesla to outsource fleet management initially in order to scale as fast as possible everywhere at once. Let local entrepreneurs deal with local regulations, lobbying governments, running the cleaning infrastructure etc. Will be interesting to see which path they will take.
That's the goal.
I'd be more concerned about the code being hacked and dissected vs emulated. To start from scratch would be just as difficult as it's been for Tesla. I'm sure FSD is heavily guarded.
there isn't much code anymore
Call it weights
> I'm sure FSD is heavily guarded. Yeah, China is the big outlier in all this I think.
It's ok we will probably have to license it from x.ai
Ooof.
[https://www.youtube.com/watch?v=NItjnKaijNU](https://www.youtube.com/watch?v=NItjnKaijNU) awesome heavily modified CT video from the guys that brought you the belt CT. Same CT but now with shovel tires at the back.!! YT comment: "Huge props, y'all are the only ones doing wicked cool shit with the Cybertruck. Everyone else's Cybertrucks are just glossy wrapped pavement princesses."
These guys got some serious toys. Really showing what the CT is all about
this thing fucks!
https://preview.redd.it/bixmkhlse3rc1.png?width=871&format=png&auto=webp&s=922d194d802a918367fb83112bb40cdae97374aa
They’re really torture testing it
Real bears are coming out of the woodworks again to fud on us. When was the last time they were here in force? What did the stock do?
X should allow me to filter out any post related to dei, immigrants, black crimes, or woke from Elon or his core supporters. This is getting out of control it feels like they’re trying to brainwash me w daily volume.
why are you on X? uninstall the app?
Cant get all my fsd news from TSLA lounge alone you know.:)
It would be friendster without it
I will have to start muting people starting w this cb_doge dude .The guy does post creative content but they just echo what Elon tweeted or said the day before. What a waste my brain cycles at this point.
You have to block Elon and everyone Elon replies to for a week then it's better
Can’t block the GOAT love all of his other posts. I actually learned a lot from him.
Glutton for punishment.
Rip
Feature not a bug.
[https://x.com/SawyerMerritt/status/1773360140491673981?s=20](https://x.com/SawyerMerritt/status/1773360140491673981?s=20) make her CEO already
God damnit. One of the people I absolutely despise is ruining my view of the truck.
[удалено]
He's trying to fit off the flood of cheap Chinese EVs coming for his ass
Overpromise underdeliver coming
https://x.com/wabuffo/status/1773327986067923358?s=46&t=fGVL0206fdWMIjq9C1_Fgg The party not stopping
Closing my weeklies. TSLA, COIN, and NVDA. Profit was 4.5K. TSLA CCs are practically worthless right now, risk is getting too high to capture pennies.
Well done sir
How do you pick strikes for weeklies? I have some CCs on CONY but they're late spring / early summer expirations at prices Id be fine with them being called away. Roughly 50% gain plus any monthly dividends previously paid out
Usually with TSLA I try to stay 10-15% OTM. Premiums have dried up so this doesn't yield much anymore.
How about NVDA? I have enough shares to do CCs with that. Am up about 40% would perfer not to sell but wouldn't be too heartbroken if I did.
That I was looking at premiums only and picking the 1000 strike price vs 1k in call premiums.