Love that show, and love the Dev character

 

This has strong potential to age about as badly anything I've ever seen posted here. Also Tesla's valuation is heavily based on this, which again confounds me why you own Tesla stock. Invest in just a car company not one that does energy, robotics, super computers and AI.

On capital, how much does Tesla spend on the AI aspect vs. building cars. Got a number?

 

According to MarketWatch, they are expected to spend $10 Billion on Ai over the next two years

 

Got the source? We need Rob Mauer back he went over Tesla's financials with a fine tooth comb it was very helpful.

 

Actually let me correct that:

Tesla expects to spend over $10 billion on next-gen vehicles, AI products and other projects this year

https://www.marketwatch.com/story/te...-2024-4dace5e2

 

Thanks, that's total capex. AFAIK there is no way to separate just the AI aspect, there is an AI chip in every Tesla for example.

 

that's the kind of hype fodder for true believers. plus so does every iphone and android phone now so big whoop.

 

Come on, you know better. Tesla has ASICs in every Tesla purpose built for FSD first iteration was designed by the legend himself Jim Keller. But hey as a Tesla investor and true believer yourself keep telling me all about how the company is nothing special lol. When Tesla solves FSD you're going to make a lot of money.

 

it's actually exactly like phones. teslas and phones are data collectors. the vast amounts of data collected into the cloud is crunched into small models for specific uses sent back into software that can fit in the cars/phones.

not dismissing the difficulty of fsd though... and beta 12.whatever is looking a lot better.
just wish a) it wasn't called fsd, and b) musk didn't say it will be final every year for the last several years.

a big problem with the hype around fsd though is that it may well already be factored into the stock price.

so at some point, let's say fsd is reliable. first off, you know a ton of drivers still won't 'trust' it. second, are people really going to allow their cars to be used as driverless ubers as has been claimed? i know i for one would say hell to the no.

having said that, if uber themselves could launch a fleet of driverless cars it could make them a ton of money.

i personally would love to have a reliable fsd though for long trips at least.

 

Smart phone and FSD, same thing really.

 

Gordon Johnson is my new financial advisor!

Tesla stock will crash to $23, warns Wall Street expert

https://finbold.com/tesla-stock-will...street-expert/

 

BTW anyone that compares FSD to a smart phone is going straight to my ignore list I don't have time for that level of trolling.

 

Why does this guy even have a job? Why does anyone even publish any of his garbage? If I followed his advice I would be severely broke

 

Because it's about being loud, not being right

 

I need to start screaming more

On a positive note, looks like TSLA is now on the upswing. Cathie Wood who's a TSLA investor just bought $141 Million worth of Tesla