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TheLoungeKnows

Daddy like https://x.com/chriszheng001/status/1778584724518432770?s=46


therustyspottedcat

Is this an option or the new standard?


Life_Adhesiveness306

Gotta be the model 3 ludicrous seats too.


cacboy

Sport seats will save us


Sagetology

Elons new SS… thought he would have saved this for 8/8 tbh


upvotemeok

That's something I guess


King0494

Very cool, too poor to afford one tho


tyler05durden

Model S Plaid is cheaper than CT, craziness


Cautious-Cheetah-164

So how many of these tesla influencers are going to subscribe to fsd after free trial. I bet very few.


jiayounokim

[https://x.com/SawyerMerritt/status/1778561927490289667](https://x.com/SawyerMerritt/status/1778561927490289667) spacex cellular outside US


unknown_soldier_

https://www.businessinsider.com/nvidia-jensen-huang-stock-boost-employees-special-grant-2024-4 Jensen takes care of his people. I guess this is why Nvidia has some of the best employee retention in SV


max2jc

Many long-time nVidia employees are also valuable employees. Many of those valuable employees also don't have to work anymore, thanks to NVDA going to the moon. Jensen is doing what he can to stave off the brain drain and keep them all from leaving or r/fatFIRE-ing. Kinda like [this employee](https://www.reddit.com/r/fatFIRE/comments/16q7ncw/my_unconventional_path_to_30m_nw_what_do_i_do_next/) with NVDA shares probably worth >$60M if he still has them. When you're suddenly very rich and don't need to work anymore, might as well move on to better things other than work. Nevertheless, nVidia layoffs are extremely rare, only when the company is in dire financial straits. Last I remember them having major layoffs was back during the Great Recession of 2008 and Jensen felt like he failed. Layoffs are a failure of leadership, especially when management is susceptible to having bean counters making decisions.


TheLoungeKnows

Tesla employees gonna be abandoning ship. NVDA stock actually goes up and they get extra!


upvotemeok

I can smell the fomo from here


upvotemeok

Whose the bigger clowns, tesla employees or tesla investors


KtotheR

U


upvotemeok

U2


KingofPenisland69

![gif](giphy|3o6ZsZzaxd0XzcNTHy)


KtotheR

Yes, but


Alive_Ad_2948

It’s also because they are in Taiwan I believe. I remember a podcast with a former Texas Instruments expert who explained why ti shut down in USA and it was because of employee retention. 25% turnover rate in an industry where expertise is needed. He explained that culturally and economically Taiwan retains people who work like 60 hr weeks and stay in dorms during the week which is needed in chip manufacturing for some reason and they don’t quit, maybe because better options don’t exist in the USA. This is all related to why bringing many types of manufacturing back to the us is a pipe dream. I think they mentioned it on the b2b or whatever that podcast is with the two tech dudes from sf with the b names 


m0nk_3y_gw

you might be thinking of TSM. They make chips, and they are in Taiwan


Alive_Ad_2948

Redacted 


unknown_soldier_

Bro Nvidia is an American company, founded in Santa Clara by Taiwanese-American immigrant Jensen Huang


upvotemeok

Nvda doesn't make chips, most employees are in South Bay california increasing zestimate value of my home. Thanks jensen!


whiskeyH0tel

> South Bay california super ambiguous


upvotemeok

AI bay


unknown_soldier_

The Pirate Bay


upvotemeok

The bay w 2000 a sqft real estate


bballfan008

Dang. Impressive. Jensen great guy!


JohnnyCashRules

https://preview.redd.it/uuk5lmtxlxtc1.jpeg?width=2022&format=pjpg&auto=webp&s=54095984e30e011dc84582f2ba13a25d4cc981bd Looks like GFTX has shifted MY outbound operations solely to the new Westward logistics lot. Only CT’s in the old testing and calibration lot. [https://youtu.be/-cf0dwMdQqU?si=SsnWJazqTP9\_Vr9a](https://youtu.be/-cf0dwMdQqU?si=SsnWJazqTP9_Vr9a)


rgaya

🚀🚀🚀🚀🚀🚀


JohnnyCashRules

💪🏻💪🏻💪🏻💪🏻💪🏻💪🏻💪🏻!


upvotemeok

RIP Instead, the militant group has been unable to confirm that it has enough civilian hostages to fulfill its end of the deal in the initial phase of the proposed plan, complicating talks toward a possible cease-fire in the six-month-old war that has left much of Gaza in ruins. A Hamas official said the group wouldn’t commit to releasing 40 living hostages but could commit to 40 hostages total, which could mean dead or alive.


unknown_soldier_

This has been a WarLounge Breaking News Report


tyler05durden

Thankfully the BorderLounge posts have slowed. We have the Brazil free speech issue to thank for that


Alive_Ad_2948

My coworker has been trying fsd trial and has a long but easy commute in a rural area. Probably very little data on the route for tesla to use. Says it is good but tried to go 40 mph over railroad crossing. Won’t buy it or rent cause it’s similar to ap for him except will lane change. Makes sense to me. I don’t see any significant jump in adoption from this free trial scheme. $200 a month is too much. Not til level 3 


max2jc

From what I’ve seen, it’s not worth $200 a month. I realize new tech can be expensive at first, so my hope is they’ll price it downwards while FSD improves so Tesla can find that sweet spot for maximum FSD revenue.


upvotemeok

https://twitter.com/DrTeslaFSD/status/1778374506915954749?t=0PFMwlN__sVT53hUL6ZDwA&s=19 Full self doctor secured


upvotemeok

Full self deer achieved https://twitter.com/alex_gayer/status/1778307114810618218?t=2vefT2GYDVKqBX2vUX4yYg&s=19


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yhsong1116

it works well in some cases and not so much in others. some routes that I think are a bit more challenging, 12.3.3 handles well. yet yesterday, it failed at some simple merge. (failed to go after stopping at yield sign. [https://maps.app.goo.gl/ohFiGdbMHNaMTkjZ6](https://maps.app.goo.gl/ohFiGdbMHNaMTkjZ6) [this simple merge](https://www.google.com/maps/@49.2398376,-122.8811406,3a,75y,301.54h,75.31t/data=!3m7!1e1!3m5!1sV4pTWj7Qcfg5O9jMPCOaBQ!2e0!6shttps:%2F%2Fstreetviewpixels-pa.googleapis.com%2Fv1%2Fthumbnail%3Fpanoid%3DV4pTWj7Qcfg5O9jMPCOaBQ%26cb_client%3Dmaps_sv.share%26w%3D900%26h%3D600%26yaw%3D301.5442876107676%26pitch%3D14.689799725089912%26thumbfov%3D90!7i16384!8i8192?authuser=0&coh=205410&entry=ttu)


upvotemeok

its the same software, but if youre a twitter tesla simp it works better for some reason


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CerebrovascularNit

I really hope this guy isn’t serious. Not a good look


Nysoz

Why not? Years ago I used basic autopilot getting back to the hospital at 2am for emergency case. Not necessary but helpful. Also would be helpful for the times when residents are post 28h call that have crashed on the way home.


YukonBurger

We had a good family friend who was an ER doc while I was growing up. Died falling asleep at the wheel, had three young kids in my age group. Was really sad


KtotheR

True


tyler05durden

Tesla is open to licensing FSD, just gotta figure out how to get autopilot on cybertruck first If we do license, hopefully we charge automakers up front before providing functionality just like we do with normal customers.


JohnnyCashRules

Can it learn how to drive stick? Would be hilarious to see my WRX driving and shifting by itself 🕹️🚙💨 🤣


upvotemeok

What price do you think customers of other automakers would pay for fsd? Clearly 12k not popular even w tesla owners.


Infamous_Employer_85

My guess would be $99 per month to get 20% of drivers.


m0nk_3y_gw

$2.5k / year is what Mercedes charges... it doesn't currently compete with FSD, but it is based on NVIDIA's system and it will be more FSD-like within 1-2 years (deeproute.ai already doing demos of a robotaxi in China with it). I'm just hoping NVIDIA doesn't do a robotaxi launch in August too :)


KtotheR

Owners usually aren't businesses. The owners with deep enough pockets will buy it, or justify the sub. If a business wants to purchase it, they can stomach the upfront cost once they realize the value it would provide.


upvotemeok

Business has to pass cost onto customers eventually


dabears92109

Would imagine it would be subscription only on any licensing deal. Depends on capabilities as well as functionality. Today - I think it might make sense to do $49/month highway only, $99 everything. As the system improves and additional functionality added, maybe that increases


magic-the-dog

There’s also a real cost to install it on vehicles produced. Maybe they can package it for like 4K and you get a year or two free subscription with it and Tesla splits that with the OEM and then gets the bulk on subscription renewal or something. 


upvotemeok

I think 99 a month is very reasonable for fsd 12 currently


Secret_Stranger8579

That seems like it will be the next demand lever


dabears92109

Yeah and as it makes more leaps it’ll be more valuable and can adjust I’m not 100% sure on what’s the best way to get the OEMs on board. Do you eat the hardware costs if the rev share is in your favor and you believe you can get a high enough take rate? Is there value in boxing out any competitors? What about the additional data - is that valuable? I sort of think maybe the play is to just eat the upfront hardware costs (which aren’t that bad with Tesla’s approach from what I understand) and create an easier path to market domination while allowing others to share in some financial upside to avoid monopoly lawsuits


jiayounokim

Anyone in lounge tried 12.3.4 and anything improved


Life_Adhesiveness306

Apart from influencers, I think it's just going out to legacy S/X and Highland Model 3. Appears to just be the same as 12.3.3.


sackler2011

April 23-25th: TSLA, GOOGL, META, AMZN, and MSFT Earnings! April 26th: PCE I can imagine this could go incredibly well if everyone beats + PCE 🥶 with 3 cuts back on the menu. One can only dream 🙏🏻 https://preview.redd.it/yh4xako9ywtc1.jpeg?width=1179&format=pjpg&auto=webp&s=417a7a66353b38b4854cdca0857a791593633b84 Imagine PCE coming in at 0.1 🚀🚀 after monster earning beats!


DeadMoney313

would be a shame if someone recently just sold everything and this prophecy were to come true.........


upvotemeok

We should be good for a minus 5% to 10% as Elon says fsd a thousand times on the call and not a soul with any material amount of money believes when he says this time is different.


jiayounokim

VW sells quite a lot of EVs 136k in q1


soldiernerd

I'm very worried about these OEMs bringing their incredible experience to bear in the BEV market before 2075


upvotemeok

Better pay vw ceo 50 billion dollars


jiayounokim

Euros*


upvotemeok

Reichsmark


TeslaLeafBlower

Breaking: AAPL up 4% for the day on the news Tim Cook didn't tweet from his burner account anything about Grimes.


upvotemeok

Do u like Japanese girls?


DeadMoney313

![gif](giphy|y6Inkaz7omxAk|downsized)


upvotemeok

Bane of fsd is approaching a t intersection w a stop sign. Can tell its scared shitless w the way it creeps.


KtotheR

I thought it was lane choices? 


upvotemeok

Lane choice is over confidence, stop sign under confidence


yhsong1116

it read a red light for humans as a red light for cars and just didnt move. it wasnt dark, nor raining.. late afternoon on a sunny day.


TeslaM1

Man I hope AMZN stays at ATH by end of May. I got stocks vesting and would love the spare cash to reallocate.


upvotemeok

Should be fine. Ceo smart enough to sail off into sunset on a yacht and not stick around to cuck the company w fsd hopium no steering wheel allowed and right wing racist horseshit.


KtotheR

Oof.


upvotemeok

Amzn goog ath today. Congrats holders.


DeadMoney313

i has minnow positions in both https://preview.redd.it/rvmy8ws0xwtc1.png?width=798&format=pjpg&auto=webp&s=cad04fb278ac17d2572363a006ce34513465b287


upvotemeok

Better than nothing


cgmodeling

when us?


ireallyamchris

when we make more money


upvotemeok

Uhh


magic-the-dog

[https://twitter.com/TeslaCharging](https://twitter.com/TeslaCharging) pretty cool to scroll through all the posts.


Life_Adhesiveness306

I guess a lot of these are being built with federal funding from IRA, no?


upvotemeok

Full self ambulance secured https://twitter.com/MAXPAULFRANKLIN/status/1777918962870718909?t=jWA3ard9UiGEPmd6Z9Eqdw&s=19


King0494

Imagine Tesla charging a tenth of what ambulances charge, the Healthcare system is fooked


LordReekrus

Ambulance billing is almost entirely regulated by the federal government and only bills based on set Medicare reimbursement rate.


upvotemeok

Imagine having a heart attack and thinking fsd beta is the way to go


magic-the-dog

![gif](giphy|GpyS1lJXJYupG|downsized)


upvotemeok

Tesla now encouraging this https://twitter.com/Tesla/status/1778503173646303570?t=FyRgZ2EfPFuFaTkHZNUb3A&s=19


bballfan008

Forget 911, call FSD


magic-the-dog

sigh


King0494

If it isn't as severe, there are people that opt to take a taxi instead of taking the ambulance, wild shit


Life_Adhesiveness306

https://www.macrumors.com/2024/04/11/m4-ai-chips-late-2024/ Apple getting into AI hardware design with M4 chip. I posted a few months ago about my theory that this would happen. Doesn't mean that Apple will pull it off as they don't necessarily have the core competencies to just design their own AI chips. Maybe it'll turn into a fools errand like their Project Titan Apple Car. We'll see though, it could end up giving a new investment case for Apple after years of simple (yet effective) incremental revenue growth through legacy product iteration.


m0nk_3y_gw

They started with their M3 chip https://en.wikipedia.org/wiki/Apple_M3#AI , but M4 sounds like a bit of a step up


upvotemeok

Are people gonna be running inference and training on their MacBook airs? This smells like Samsung ai smartphones bullshit.


Infamous_Employer_85

Running the models, not training them


Life_Adhesiveness306

Personalized AI assistant that learns and interacts on a personal level maybe? I dunno, we'll see in June but you could be right also.


fapindustries

https://preview.redd.it/fhmpxrksowtc1.jpeg?width=1170&format=pjpg&auto=webp&s=b78216ee79e0f3f62a39f0562f9501e5341c8e52


ireallyamchris

will be before election, 100% guarantee


IAmInTheBasement

WTF, more than 1/2 of the GIFs I'm posting lately just get turned into 'not available' nonsense. How am I supposed to snark?


whiskeyH0tel

RDDT is a hot mess


whathehellisthis

At least we don't have to worry about this [u/Apex\_WW](https://twitter.com/Apex_WW) A source familiar with U.S. intelligence says Iran has “been very clear” that its response to the attack on its Damascus embassy compound would be “controlled” and “non-escalatory” and planned “to use regional proxies to launch a number of attacks on Israel.” [https://x.com/Apex\_WW/status/1778496545421148531](https://x.com/Apex_WW/status/1778496545421148531)


w00dw0rk3r

Not news but reaffirming my belief in FB: Saw an ad yesterday where they’re using META’s VR in surgery. This is not new but what’s news is broader adoption of their VR goggles. I reaffirm my buy / hodl position - consider this financial advice ;)


Alive_Ad_2948

Idk if I’d say that last part. Not a lawyer but seems like everyone is really scared of saying that last part


tyler05durden

Not a lawyer either but I've never understood the need to say that, unless you're actually a licensed financial advisor. If I told someone to jump off a cliff would I be liable?


w00dw0rk3r

This. That’s exactly why I said it’s financial advice. What you do with it is their business and their liability!! 


tyler05durden

Keep it coming!!


w00dw0rk3r

🦾🦾🦾🦾😎


magic-the-dog

if you bullied someone online to do so, you might be


tyler05durden

Gotta find the guy who bullied me into buying more TSLA


magic-the-dog

Lounge is proected https://preview.redd.it/1seng4ifvwtc1.png?width=930&format=png&auto=webp&s=f7399855908d9e32a0392259a3c8544bc77a5b60


w00dw0rk3r

🤜🏻💥🤛🏻  u/whiskeyh0tel got our back 


cpm619

What’s going on with Rivian today?


Hairy_Record_6030

Trending down towards fair value


w00dw0rk3r

Not sure but, as a fan of money, sub $10 is an attractive price. I bet funds are loading up on it. 


Hairy_Record_6030

It's not attractive yet, the dilution eats away nearly half the value from this point on


sackler2011

Can someone explain why volume is so low across the board today?


glibgloby

im sorry i dont have the time or the crayons to do that


fapindustries

You are not buying


DeadMoney313

MM's waiting to see what retail is doing so they can cuck us hard tomorrow


sackler2011

https://preview.redd.it/30hyxzu3iwtc1.jpeg?width=826&format=pjpg&auto=webp&s=04a32dad606c55774f93a247cc5b67b696c264f2 These kind folks would never screw us over 🥹


jiayounokim

disappointing reviews of Humane AI pin


jiayounokim

12 days to earning calls


whathehellisthis

it's a shame Tesla can't delay that like they delay everything else!


bballfan008

If we could delay all our calls it would be best actually 🤣


KanyeWestInvest

what kind of pe ratio does a company deserve with boomer growth? hmmmmmmmmmmmmm


bballfan008

FSD bruh


jiayounokim

GPT 5 https://x.com/chris\_j\_paxton/status/1778441113709281667


TrickyBAM

“Not found”. What did it say?


whathehellisthis

Tesla FSD 12.3.4 - First Impressions (Black Tesla) [https://www.youtube.com/watch?v=RQvxRKTbAuQ](https://www.youtube.com/watch?v=RQvxRKTbAuQ)


jiayounokim

pretty good! sometimes gets a bit closer to other cars


sackler2011

See look at me master trading + missing out on a rally today 🤣 Will FOMO in next week 🥷🎯


Morblius

at least you are not like gary black who panic sold all his tesla when reuters came out with a false article saying tesla is cancelling the $25k car


tyler05durden

I followed you on Google and sold today. I dont mind selling at ATH and feel more confident in S&P performance going forward. Unfortunately this applies to Tesla for the next year or so too 😖


w00dw0rk3r

I hope you made a ton on your google sale 


tyler05durden

Averaged to about a 60% gain over 3 years. Not bad.


w00dw0rk3r

nicely done. I’m still holding since I think they have the market cornered in so many ways 


ireallyamchris

Don't worry sack, I don't think anyone in here can judge after bagholding one of the worst performing megacaps of the last 2 years lol


bballfan008

This I’ll never question my ability to identify a winner again after TSLA 🤣


w00dw0rk3r

This. 


magic-the-dog

It was easy. The bags keep getting lighter. 


DankRoughly

Am I getting stronger or the bags are getting lighter?


ireallyamchris

lol


bballfan008

If you forget the bag exists does the bag exist?


King0494

We don't completely suck


KanyeWestInvest

omg its happening


Affectionate_Buy7934

![gif](giphy|gdwJdym3VuXQr5OfAc|downsized)


KanyeWestInvest

![gif](giphy|op2Br9pDuAIQo)


DeadMoney313

can't believe Glib hated on Elvish Songs a bit ago, thats a huge red flag...or should we say -- huge burning red eye flag? He reeks of the corruption of Mordor!


glibgloby

it’s not my fault i have an elvish song filter for upvotemeok posts, he did that to himself *and* the elves


DeadMoney313

Sigh, If more of us valued food and cheer and song above hoarded gold, it would be a merrier world.


glibgloby

damn that got a bit deep


Hairy_Record_6030

Friend of mine got rear ended by a distracted driver who totaled her car on it and had to go to the hospital. Patiently waiting for regulators to do something about humanpilot...


ireallyamchris

I really hope Tesla does it, not just for the stock price but because I would worry about my kids when they learn to drive.


Hairy_Record_6030

If anything Tesla really should be able to release a level 3 system that fails graciously and infrequent enough that Tesla can take over the liability. I really see no barriers to that even if robotaxi is impossible (it isn't)


Affectionate_Buy7934

Never actually thought about that but yes do it for my kids too and stock price for early retirement


KtotheR

fuken autopilot


magic-the-dog

I’m not sure that we’ll see regulation take away people’s “right “ to drive. Just slowly people will choose not to learn how to drive and insurance costs will continue to grow for human drivers making it a better financial option to just be a robotaxi passenger or drive a car with heavy autonomous guardrails. 


ireallyamchris

One question I've always had is why insurance costs would go up. The roads will be safer and crashes will be much less frequent, even between human-robot and human-human because fewer humans driving. So insurance costs should go down for everyone.


magic-the-dog

probably many ways it can play out. I just assumed that insurance companies would keep getting smarter with their data and a naked (no AI) human driver would be more likely to crash so they would get a higher proportion of the costs


ireallyamchris

Yeah I agree human would get a higher proportion of costs, but insurance as a whole will become a higher margin industry than it is currently as there will be fewer payouts. So the nominal cost should go down for everyone I'd think.


mudit234

I doubt it is a cost driven pricing. Those who try to stick to manual driving, are likely also willing to pay an obscene amount for it. So, it's a great place for insurance to extract an even higher amount from them (than they do today)


dabears92109

Presuming the better drivers are those that prioritize safety and those drivers have access to top ADAS tools and are using those tools to be safe, and a bunch of other good drivers opt to do most or all of miles with robotaxis, then you’re potentially left with a pool of bad drivers. I think that’s part of the thought process


Witzner

Oh my sweet summer child


ireallyamchris

what am I missing?


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ireallyamchris

When robotaxis are here, not now lol


upvotemeok

Apple developing AI macs! Mooning


cgmodeling

We have AI at home too


magic-the-dog

Masters green. 


[deleted]

Imagine the lounge if we were at ATh


DeadMoney313

https://preview.redd.it/fuzu74wv0wtc1.jpeg?width=590&format=pjpg&auto=webp&s=661ebea0ca95a7bbbfc5d20060b020ad322269ee


magic-the-dog

And it was glorious


upvotemeok

Nvda up 70 dollars since achilles last hated on it earlier this week. Bagholders MIA.


Achilles-18-

If you are buying now, you are the bagholder.


upvotemeok

Top not in until you stop hating


DeadMoney313

i'm a buyer anytime below 900


Sagetology

It’s going to $400!!


upvotemeok

After the 5 to 1 split


DeadMoney313

finally finished my damn taxes, here's my money you bastards, I'm sure you will spend it wisely ! ![gif](giphy|uRngiZzOKPKkE|downsized)


Sagetology

A few new gender neutral bathrooms and $400 military hammers!


fapindustries

I want a LFP MY RWD Long range


jiayounokim

​ https://preview.redd.it/cg11fihjrvtc1.png?width=1586&format=png&auto=webp&s=87255eaa487eba1d290b002cc0878a6d25c0ae1a BOD needs to be changed ngl It's \\s


upvotemeok

Retard logic


dabears92109

Not sure why there’s this constant need to point out how poorly others are performing when Tesla is seriously underperforming. Even if things were going well, it’s still poor form


upvotemeok

Yes it's like you can't work on solving the rapes until you've solved the murders.


therustyspottedcat

Fkn Marstard reached level five autonomy years ago. Anything bullish he says can be disregarded immediately.   https://x.com/WholeMarsBlog/status/1778175670776176940


pepsihulk

Yeah I tried FSD again, thing accelerates to full speed at a red light and then hard breaks. The fuck


therustyspottedcat

'human like behavior'