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TSLA Terathread - For the week of Aug 25

AutoModerator | 2025-08-25 10:02 | 48 views

We laugh at your "giga". For TSLA talk, and flotsam and jetsam not warranting its own post...

Comments (145)
FrogmanKouki 2025-08-25 10:02

Good morning here is the link to last week's Terathread. https://old.reddit.com/r/RealTesla/comments/1mthsim/tsla_terathread_for_the_week_of_aug_18/

gigigamer 2025-08-25 10:07

Are we taking bets on how tesla somehow keeps raising this time?

Far_Addition1210 2025-08-25 11:09

With the sales figures from China, the sales drop has to be a good 30% globally combined. The market must surely latch onto the $30bn loss of revenue soon.

lamemonkeypox 2025-08-25 11:10

Believe it or not TSLA calls 😁

FrogmanKouki 2025-08-25 11:46

Down $30B just leaves more room for growth.

MarchMurky8649 2025-08-25 12:12

I watched a few minutes of this video from Randy Kirk yesterday: [Tesla Stock to the Moon NOW. Ten Reasons Why. Elon Musk "3X Safer Than Humans" #1](https://www.youtube.com/watch?v=v9FNVk7JANs) and it got me thinking about how utterly bizarre, and seemingly complete, the bifurcation of sentiment as to where this company is, and where it is going, has become. I didn't get beyond #1 which is based on the following [Musk X-cretion](https://x.com/elonmusk/status/1959356960676975047) made Saturday: >V14 will be better than human for sure, but I don’t know if it will be 10X. Maybe 2X to 3X. V15 has a shot at 10X. Randy honestly seemed to believe that, because Elon had made this claim, we'd see TSLA start surging upwards as soon as the overnight market opened on [Robinhood](https://robinhood.com/us/en/stocks/TSLA/). Of course no such thing happened. There is a probability greater than zero that some soon-to-be-released version of the FSD software will be "better than human", but that probability seems to me to be almost vanishingly small. Here is one reason I feel confident making that statement. It involves a concept, that seems to have been forgotten about in what passes for "software engineering" these days, called regression testing. Perhaps, given the [end-to-end neural network approach Musk has adopted for FSD](https://www.reddit.com/r/TeslaLounge/comments/1fciidr/end_to_end_fsd/), regression testing would be impossible. However, without it, it seems obvious to me that it cannot improve beyond a certain point, as whenever they make a change, a number of things that were previously working, break. Years ago, back in the latter years of the last century, we would run things called regression tests to make sure that this didn't happen, refusing to allow code to be released unless these tests were passed. Anyone who has spent time reading through contributions made to r/TeslaFSD will have seen post after post, and comment after comment, about things that used to work but now don't. I found this article, albeit from 2022, but I doubt much has changed: [Tesla’s agile obsession and how software principles are eating car manufacturing](https://edwardlowe13.medium.com/teslas-agile-obsession-and-how-software-principles-are-eating-car-manufacturing-d280e545d902) In short they seem to have an approach to software engineering that is completely unsuited to ever achieving their seemingly existential autonomous driving targets. It all seems absolutely absurd to me. It really does seem like Theranos, but on a scale over a hundred times bigger, based on market capitalisation. How much longer can this go on?

[deleted] 2025-08-25 12:41

Do you all think that Tesla will report income from the "robotaxi" initiative as a separate line item (I assume they don't yet)?  The only way I see it happening is if it makes crazy amount of money; otherwise they will lump it in like the cybertruck sales

SolutionWarm6576 2025-08-25 12:55

The head of software engineering, along with others, stepped down in May. Position still may be vacant. Not sure.

Far_Addition1210 2025-08-25 13:18

I cant see any anylysts coming out and re rating the share since the drop in sales went into free fall.

y4udothistome 2025-08-25 14:36

He’s starting the worlds largest cab company. Should be incredibly profitable. Not

dtyamada 2025-08-25 14:37

It's amazing to me that people believe anything he says (especially regarding Tesla) since he's been claiming the same thing for a decade regarding autonomous driving and it's still nowhere close.

Unknownentity9 2025-08-25 15:01

> In the world of ambitious engineering, a scrubbed launch isn't a failure—it's a critical data-gathering event. > The goal of Starship is full reusability, a concept that aims to fundamentally change the economics of space exploration. Every step, including a scrub, provides invaluable data for achieving that long-term vision. Got to love that now "data-gathering" is being used even when launches aren't happening.

ryan_dfs 2025-08-25 15:34

Why does this thing go up every single day?

bonfuto 2025-08-25 15:50

There were fund managers in the robotaxi when the safety monitor had to take over driving. They still think the stock is going to $2500. They also have a very poorly performing fund.

bonfuto 2025-08-25 15:51

The stock is like a coiled spring!

FrogmanKouki 2025-08-25 16:13

TSLA will hit $400 before Q3 earnings. Absolutely insane

gwenver 2025-08-25 17:35

Almost makes me want to buy some. Win-win - If it goes up - yay! If it goes down - yay!

bbbbbbbbbblah 2025-08-25 17:39

to be fair, the LLM that spat this out (the em dash and slightly verbose wording giveaways) would have been trained on the idea that all failure is "data gathering"

Digg-Sucks 2025-08-25 17:46

RoboTaxi that isn't real is getting closer to not being real. Q3 sales will be up (forward pulled demand). In other words delusional thinking.

Extra_Talk_990 2025-08-25 18:07

Options trading by the Musk family office.

Far_Addition1210 2025-08-25 18:10

its got to be something like that.

Extra_Talk_990 2025-08-25 18:10

My guess is that you have to be a premillennialist to get a job at ARK.

ShotBandicoot7 2025-08-25 18:33

Eventually, it will dump. When some big whale sells, some macro catalyst or any bad news where people wake up. Remember last time it hit 250? Exactly, not even that long ago…

ThotPoppa 2025-08-25 19:07

Looks like Tesla is on track for record breaking delivery numbers. I thought you guys were telling me that sales were disintegrating?

ObservationalHumor 2025-08-25 19:23

Bit tangential but Musk is apparently duplicating his FSD versioning grift with Grok now and arguing that update frequency is indicative of faster progression/innovation. I wonder if Grok will start getting a 'complete rewrite' too since apparently every minor patch is progress, but also when you're doing everything wrong and have to start over that's progress too.

MarchMurky8649 2025-08-25 19:26

I'm not sure a head of software engineering is a meaningful concept in the context of an [agile](https://edwardlowe13.medium.com/teslas-agile-obsession-and-how-software-principles-are-eating-car-manufacturing-d280e545d902) and [end-to-end neural network](https://www.reddit.com/r/TeslaLounge/comments/1fciidr/end_to_end_fsd/) obsessed company. Imagine if Gordon Ramsey was head chef at a restaurant that was bought by a man who decided that he was going to abandon all existing culinary concepts and, instead, hire a load of teenage sycophants to huddle around pots of boiling spaghetti, occasionally throw some against the wall, and then jump up and down in a group hug, giggling and beaming, as they watched how long it stayed stuck to the walls. What would you do if you were Gordon? You'd leave. And why would this new owner want to hire anyone into a similar role? Now I know Musk has, effectively, owned Tesla for some time. However, a bit like how Trump behaved differently between his first and second terms, something has changed. I think for a while Musk stuck, to some extent, with concepts of how to do things he inherited from Eberhard, Tarpenning et al. However, increasingly, he now has the confidence to ignore anything that seems tedious to him. All a head of software engineering is going to do is bore him to death with talk of things like regression testing and other aspects of software development methodology. How utterly dull! Much more fun to just wing it, seat-of-the pants, just do it, solutions not problems, think big picture, don't sweat the small stuff, take some more ketamine, and [freak out in a Martian daydream, oh yeah!](https://youtu.be/RPUAldgS7Sg?si=syBoPcV-m6bDQzGU)

MarchMurky8649 2025-08-25 19:39

Seems to fit well with my thoughts in [this comment.](https://www.reddit.com/r/RealTesla/s/tQPddfMzA5)

dragontamer5788 2025-08-25 21:02

We've been accused of brigading to other subs in the past. I'll let this comment slide because you worked hard on it and the link is to a archived post. EDIT: It is an archived post so no brigading can happen. So I'm more comfortable with the post as it is. Don't worry about what my comment said 1 hour ago, you should be good.

ObservationalHumor 2025-08-25 21:30

As much as Musk claims it's become pretty clear that they really don't have anything remotely resembling a good safety culture at Tesla. FSD and Autopilot are particularly bad about it because they were literally built on the assumption that there's always a driver as a fall back for safety and liability purposes. They do test it via whatever testing data set they have and some level of simulation testing but I think the real world aspect of it is going to be brief. By their nature end to end NNs are also essentially black boxes at scale and trying to reason about why something actually fails or the process that lead to it can be very difficult too. More than anything I think their input data quality is just too to begin with and there's a real lack of redundancy in their sensor suite. To date I suspect they've largely been making up for that by overfitting and just making the system more aggressive under the assumption that a human driver would be there to catch mistakes. That happens because Tesla ultimately is not a safety first company, they're a hype and marketing driven company and the illusion of progress is far more important than true autonomy and reliability is and has been for years. We wouldn't have seen the whole 'Beta' release if that weren't the case and they would have started with safety drivers an in city testing long before this most recent rollout. Tesla has never had a problem with people dying and Musk has in fact made comments in the past stating that some deaths are worth it if FSD get rolled out and deployed earlier under the assumption that it would prevent more deaths down the line as a result. It's really ridiculous stuff that government regulators should have been on top of ages ago but no one in a position of power seems to really care or want to fight it even before Musk became an administration insider and gutted the NHTSA.

Monk315 2025-08-25 23:03

I think most people have been saying that they will have a blowout quarter this quarter with the expiration of the tax credits.

Zorkmid123 2025-08-26 01:02

So Trump is saying he will try to have the government purchase more stakes in corporations, as he did with Intel. I wonder if Tesla will be one of them? I wouldn’t be surprised if this happens if Tesla stock drops too much.

FunnyProcedure8522 2025-08-26 01:04

Is this where all shorts come and cry together? Love it.

Lacrewpandora 2025-08-26 01:57

Sigh, no data will be collected tonight.

[deleted] 2025-08-26 04:45

China weekly numbers: 10,300 (Tesla). Not a good number. Competition is growing in China for Tesla. This year will be the first negative growth in China for Tesla. Next year will be worse.

mrbuttsavage 2025-08-26 04:51

It would be hilarious in a really stupid, horrible way if Musk was ousted by the US government buying majorly into TSLA and getting him booted.

mrbuttsavage 2025-08-26 04:53

> I came specially from Belgium to visit the Diner. The food experience was good. The egg sandwich with some guacamole was like the picture and the taste was okay. But, I had hoped to see the robot in working or at last take a picture and that was not possible: not before 11 AM. Then I asked to buy a figurine of the robot: NOT possible before 11 AM. Desperately I asked for an empty burger box (we drive Tesla and my 16-y old is a huge fan of Tesla) : again a NO, because they were "short" on it. So, to conclude: when you want to make a statement and attrack people from all over the world, make sure you can accommodate. Disappointed, but the food was good, so 2 1/2 stars. . > I don’t understand. Apparently experienced management was put in place. If that was the case, why are people complaining about the food and service? Two great Diner reviews from today. Can't wait till they're in every city for all of us to enjoy.

totpot 2025-08-26 05:22

It's super annoying that they're going to be saved this quarter by the tax credit expiration pushing up all these US purchases. We have to wait till the end of the year to see Tesla truly tank.

Top_Junket2991 2025-08-26 05:58

People in comments saying its because people are waiting for YL version.

PortoFlip 2025-08-26 07:35

He traveled from Belgium just to visit the Diner and couldn't even get an empty burger box? What a simp.

Far_Addition1210 2025-08-26 08:23

15% sales decline YoY.

Far_Addition1210 2025-08-26 08:24

[**Tesla**](https://carnewschina.com/tag/tesla/) registered 10,300 vehicles, down 26.4% from 14,000 the week before and down 27.46% from 14,200 a year ago. In the first three weeks of August, Tesla registered 37,700 vehicles in China.

Far_Addition1210 2025-08-26 08:26

Tesla will sell less than 500k cars in China over the next 12 months., and less than 1m globally, half their forecast.

Far_Addition1210 2025-08-26 08:28

Of course they are.

YamaToraBro 2025-08-26 09:59

Make sure to hold and come back in a few weeks ;) Pretty sure you'll be humbled by then

gwenver 2025-08-26 10:11

Nah, I think people come here to wonder at the endless supply of idiots.

AndSoISaysToTheGuy 2025-08-26 10:29

Ultra-hard, cold-rolled cardboard doesn't grow in trees, ya know.

[deleted] 2025-08-26 10:46

[deleted]

FunnyProcedure8522 2025-08-26 11:34

Every day this sub says the same, I’ve been waiting to be humbled since $150. Lmao.

FrogmanKouki 2025-08-26 12:05

I'm thinking they may reach 1.4m globally just due to sales being pulled forward this quarter. However even if they manage 1.3-1.6 it will still be evident that multiple millions a year will be an outlier rather than the trend.

FrogmanKouki 2025-08-26 12:06

And I thought Europeans had a more sophisticated palate.

FrogmanKouki 2025-08-26 12:07

Thermonuclear microwave proof food containers

FrogmanKouki 2025-08-26 12:08

Sales may slow to a trickle but TSLA will be up - so many promises are coming due at the end of the year!

FrogmanKouki 2025-08-26 12:10

Congratulations 👏 you have ridden the pumps, does that make the evaluation any less ridiculous? No. But you, you are of superior intelligence and truly know how to time the market.

FrogmanKouki 2025-08-26 12:13

He'd find a way to maintain 10-20% and then after tax incentives, regulatory credits, government contracts, municipal tax deferrals, and the possibility of direct government stock purchases... He and his ilk will still make it sound like he did it all by himself.

YamaToraBro 2025-08-26 12:37

Bought at 150 and didn't sell at 470? 🙄

Lacrewpandora 2025-08-26 13:02

I plan on setting up a pop-up store next to the diner - I'll sell bottled water infused with Elon's sweat, and iced tea steeped with his old band-aids.

FunnyProcedure8522 2025-08-26 13:28

Why would I sell? Impossible to time the market. Happily making 10% a month selling calls. Now beat that.

Lacrewpandora 2025-08-26 13:41

I had to check...are incels selling these boxes on Ebay? Why yes, they certainly are. This one starts at $38: [https://www.ebay.com/itm/317122301002?chn=ps&norover=1&mkevt=1&mkrid=711-117182-37290-0&mkcid=2&mkscid=101&itemid=317122301002&targetid=&device=c&mktype=pla&googleloc=9024003&poi=&campaignid=22901378044&mkgroupid=&rlsatarget=&abcId=10414391&merchantid=6296724&gad\_source=1&gad\_campaignid=22901379499&gbraid=0AAAAAD\_QDh8BAxD4puuRYt7tOxW8rPGl4&gclid=CjwKCAjwtrXFBhBiEiwAEKen1xlal4FifOC8Ads2uKgN9G4fP88IxskPAu9rndE6aBDGa4d4I\_CO\_RoCza0QAvD\_BwE](https://www.ebay.com/itm/317122301002?chn=ps&norover=1&mkevt=1&mkrid=711-117182-37290-0&mkcid=2&mkscid=101&itemid=317122301002&targetid=&device=c&mktype=pla&googleloc=9024003&poi=&campaignid=22901378044&mkgroupid=&rlsatarget=&abcId=10414391&merchantid=6296724&gad_source=1&gad_campaignid=22901379499&gbraid=0AAAAAD_QDh8BAxD4puuRYt7tOxW8rPGl4&gclid=CjwKCAjwtrXFBhBiEiwAEKen1xlal4FifOC8Ads2uKgN9G4fP88IxskPAu9rndE6aBDGa4d4I_CO_RoCza0QAvD_BwE) There must be worms in these people's heads.

FrogmanKouki 2025-08-26 14:06

This thread is being properly downvoted this week. Seems folks are mad about something

Fun_Volume2150 2025-08-26 15:04

Technically it does.

Far_Addition1210 2025-08-26 15:14

Yep, cant even make it into double figures.

torokunai 2025-08-26 15:55

TSLA had a lovely run-up from $150 -> $400 over 2020-21 thanks to the S&P 500 inclusion and general "50% CAGR" vibes. My thesis is the 2024 pump peak is similar to the 2021 pump peak. As Elon says, without massive ADAS success this stock is a $20 stock at best, @ Mercedes and BMW market caps. https://docs.google.com/spreadsheets/u/1/d/1HflVng6sYIb6Gs4pOKiDGtqU5YJ2-hgdM4pRNaT62gs/htmlview

wootnootlol 2025-08-26 16:24

I'm surprise Tesla doesn't sell them in their online store. That would be by far their best selling version of the cybertruck.

wootnootlol 2025-08-26 16:25

This robot sounds like he's unionized if he doesn't work before 11AM. It's of course not because that their remote handler only comes in at 11AM, rgith?

Lacrewpandora 2025-08-26 17:05

And the most weatherproof version!

FrogmanKouki 2025-08-26 17:40

My comment worked, we are making the smallest of victories today

FrogmanKouki 2025-08-26 17:42

I totally agree, unfortunately I see many years of ADAS and robotics pumps stringing it along while the actual business - selling automobiles diminishes.

mrbuttsavage 2025-08-26 18:22

Just another step on the way to 20 million.

[deleted] 2025-08-26 18:28

Looks like $TSLA will be taking another hopium trip to $400-$500 before seeing $200 again.

FrogmanKouki 2025-08-26 18:37

2030 is only 5 years away. They might have an actual second generation model 3 or Y by then. But also maybe not

[deleted] 2025-08-26 18:43

What's interesting is the analyst consensus EPS for 2026. It is higher than 2025, which is a massive disconnect with the reality of losing around $5B in government subsidies and projected decline in deliveries next year. At some point the consensus numbers are going to have to come WAY down. 2026 EPS will be less than $1, indicating a forward P/E of around 400.

FrogmanKouki 2025-08-26 18:46

No reason for it to go down yet. Q3 sales will be the best in the last 12 months (even though cars sales don't matter and it's all about autonomy) so it will stay pumped until the end of 2025 when sales and profit suddenly matter again.

Zorkmid123 2025-08-26 18:59

Are Q3 car sales expected to be up YoY? I haven’t seen data from Troy Teslike on that. Of course Q4 sales probably won’t be good at all once the tax credit expires.

Lost_city 2025-08-26 19:05

Interesting case involving a buyer acquiring a house with a solar roof which Tesla refuses to turn on: https://www.reddit.com/r/solar/comments/1n08ll0/purchased_home_with_tesla_solar_roof_tesla_says/ Just stay far away from this company and their products.

[deleted] 2025-08-26 19:39

Around flat YoY for Q3. Q4 will go back to double-digit YoY declines.

ryan_dfs 2025-08-26 19:53

Just keeps melting up every day without fail. Fundamentals are clearly irrelevant in this market which should be very scary to anybody who isn’t drug addicted to rate cuts and easy money.

[deleted] 2025-08-26 20:07

We're in a FOMO AI Bubble market. Until that changes, $TSLA stock will not make any sense.

Top_Junket2991 2025-08-26 22:24

Yup. Market doesn't care fed gov got fired. They just care about AI.

AndSoISaysToTheGuy 2025-08-26 22:28

That was, ya know, kinda the joke.

Fun_Volume2150 2025-08-26 22:29

I realized that in the microsecond before I hit reply.

AndSoISaysToTheGuy 2025-08-26 22:34

Ok, good! :). Sometimes I'm like, "Crissakes, how many Sheldon Coopers ARE there on Reddit anyway?" Lol

RagaToc 2025-08-26 22:38

I think it will be down for China and Europe. Only remaining flat for the US. But I could be wrong, I haven't kept track of the numbers that much.

rom846 2025-08-26 22:40

If they print a black number at all.

Important_Routine_40 2025-08-27 04:20

And coffee cold- filtered through the ball-sac of Elons jocks.....😬 May the fleas of 1000 camels infest his armpits!

Important_Routine_40 2025-08-27 04:23

These simps would probably buy big on small vials of white  hair-conditioner, suitably labelled of course.."Essence of Elon" or similar.....they'd drink it every morning like a Yakult!!🤣😂

Withnail2019 2025-08-27 09:24

By 2026 Tesla's models will be even more out of date.

MarchMurky8649 2025-08-27 13:24

This would almost certainly be entirely true were Tesla smaller, had never made a profit, and, certainly was not S&P 500 listed. However, as it is, and as a prerequisite for being so listed is that it has to be profitable, then I think things will likely pan out rather differently for TSLA. Much of the stock is held by those who do so because it is in the S&P 500. Once it ceases to make a profit, which must surely be Q4, to be reported Jan '26, the S&P Index Committee will have the option of deleting it. I know they leave some in despite negative earnings, Intel being an example, I think they will want shot of this one as bubble and meme stocks are a poor fit for the S&P 500. Although most of the AI bubble is new, Musk has been making his BS predictions about FSD for so long now, I think that, even those all in on the AI thing will find somewhere else to put their money when the Index followers start selling, whenever it is in '26, no later than '27, surely, and there are still safety drivers and/or safety passengers in the robotaxis.

KnucklesMcGee 2025-08-27 15:19

So I heard Starship launched last night and managed to not explode. Does anyone have a source I could reference this news without gushing sycophants telling me how this will save the planet? No way I'm setting foot in /space

KnucklesMcGee 2025-08-27 15:20

> I came specially from Belgium to visit the Diner. There really is a sucker born every minute. This way to the egress, my dear sir/madam.

ryan_dfs 2025-08-27 15:25

The total global taxi market is $250B. I don’t think people understand basic math

No_Pen8240 2025-08-27 15:30

wikipedia -- They discuss both the fact that it successfully completed all mission goal (Good for SpaceX) and then also show taht there were problems and that the Starship is still an empty tube, minimal design, and the ship is burning up in atmosphere, yet somehow it is suppose to have 50 tons of mass therefore adding 50% more energy into the system, and it will land and be reuseable. . . Yesterdays launch is good. . . But the whole design is still looking flawed. The ship is burning up and needs more squarefootage of heat tiles to dissipate the air drag and heat.

[deleted] 2025-08-27 15:36

Maff is scary, vibes are fun

KnucklesMcGee 2025-08-27 15:44

Thank you!

Lacrewpandora 2025-08-27 15:46

It was "successful", in the sense that it didn't accidentally blow up... Buuuuut - the booster and main ship both did land in the ocean and explode. For a rapidly re-useable rocket, this seems...ummm...less re-useable than the Space Shuttle (albeit I've never landed a rocket and can't understand Elon's once in a generation mind). In my pea brain, if they ever want crewed flights..well...kablooeys in the ocean are a bad plan.

KnucklesMcGee 2025-08-27 16:08

> Buuuuut - the booster and main ship both did land in the ocean and explode. I **k**new fearless leader wouldn't let us down! Another 200 million in data! Edit. I can't even spell anymore.

Digg-Sucks 2025-08-27 17:05

Of course they built in a way to disable their systems. Clearly accelerating the world's transition to sustainable energy one Musking at a time.

AndSoISaysToTheGuy 2025-08-27 18:23

They've proved out the hard stuff, like having the rocket blast off vertically from the pad. Now all that remains is the ticky-tack stuff like 15 launches in succession, orbital refueling, a human rated safety system, landing on another planet, and, perhaps even returning (optional).

[deleted] 2025-08-27 18:52

Expanding Austin area and opening to the public next month sounds like a recipe for disaster. What am I missing?

wootnootlol 2025-08-27 19:35

Scott Manley is a fanboy but he usually has fairly honest analysis of their tests. [https://www.youtube.com/watch?v=kZw2vyZNz5I](https://www.youtube.com/watch?v=kZw2vyZNz5I)

noobgiraffe 2025-08-27 20:57

I don't think they will open to the public.

Top_Junket2991 2025-08-27 20:57

It's only 11 cars. Receive for disaster is 100 cars in their original area without safety drivers.

Monk315 2025-08-27 23:18

Had me in the first half.

mrbuttsavage 2025-08-28 00:22

With "safety" drivers it's not much different than letting the morons from ARK in it. The goal is to get more stans in the seats to pump up the media story, much like the Diner, since nobody else will use it.

AndSoISaysToTheGuy 2025-08-28 01:47

The returning part I wouldn't even worry about. They can fix that "in post."

BajaRooster 2025-08-28 01:48

Rockets are hard so I’m not going to dis him on that. His car company is cooked though.

KnucklesMcGee 2025-08-28 01:56

> Rockets are hard so I’m not going to dis him on that. You should look into it more. The Starship project is ridiculous.

Zorkmid123 2025-08-28 02:36

You know it’s funny, Tesla Stans claim the only reason Tesla does not have real robotaxis (without a human safety driver) in California is because the government in California is not permitting them to because of a supposed political vendetta against Elon. But guess what? Tesla has not even APPLIED for a robotaxi permit in the state. So the government isn’t going to give it to them when they have not even applied for it.

wootnootlol 2025-08-28 02:39

The only reason I’m not engaged to Taylor Swift is because of nazi-jewish-latino-islamic conspiracy against me.

JattiKyrpa 2025-08-28 06:06

LOL Musked. What a psychotic freak to fly across the ocean to see the diner.

Far_Addition1210 2025-08-28 13:33

They only sold 8800 cars in the whole of Europe last month, against a forecast of 10 x times that.

torokunai 2025-08-28 15:13

300/day is, what, ~40 car carriers per day, one leaving the factory every 15 minutes.

wootnootlol 2025-08-28 16:16

So now we know. One car every 15 min is when air friction becomes a problem and limiting factor at how fast their factories can operate! He truly knows more about manufacturing than any man alive (\*) (\*) if by "man alive" we consider anyone who's South African illegal nazi billionaire immigrant to USA

[deleted] 2025-08-28 17:25

[deleted]

Far_Addition1210 2025-08-28 18:28

Not BS, if you look at the analysts forecasts, some were predicting sales of 1.8m cars in Europe alone, that's why the P/E is over 200.

ObservationalHumor 2025-08-28 18:34

Onerous government regulation has always been a red herring for Tesla's autonomy program. There's really not much present to actually prevent a company from testing in most places, at most it's a more a problem that governments lack legislation or programs to do so and that's definitely not the case in California and San Francisco specifically. I'd wager this whole thing is a matter of Musk simply wanting to do something and saying it would happen on Twitter while the people actually doing the work at Tesla hadn't even begun doing all the work necessary to make it happen and scrambling to play to catch up with his claims yet again.

[deleted] 2025-08-28 18:43

[deleted]

torokunai 2025-08-28 19:04

nice divergence on QQQs (+0.7%) vs TSLA (-1.4%) . . . TSLA's gotten a many hundred-billion of free market cap from just being in the SP500 & QQQ, but it can be a headwind if the higher fliers leave it behind and TSLA gets rebalanced down. 'course, at $345, the stupid stock is still 5% above its disastrous EC from last month.

[deleted] 2025-08-28 19:51

It's just pausing before continuing its hopium trip to $500.

mrbuttsavage 2025-08-28 20:08

This debate aside, I do think it's funny after how many times Musk has blathered on about "unwinding the wave" that the wave is still quite wound.

Lacrewpandora 2025-08-28 23:09

Not 10x...but still absurd predictions. From TSLA's 2021 Impact Report: >In more concrete terms, this means that by 2030 we are aiming to sell 20 million electric vehicles per year (compared to 0.94 million in 2021) Linearly, that statement implies TSLA would be selling 3.7 million cars in 2025...they won't reach half that number. And by the time we get to 2030? Welp (assuming TSLA still exists) that 20 million claim ***will*** be off by at least 10x.

FrogmanKouki 2025-08-29 02:39

Is Kimbal a billionaire yet? Does he fit that description?

MarchMurky8649 2025-08-29 14:35

This is quite a remarkable development! Video title: "It was Elon Musk's idea!" Ben Habib reveals how X boss was behind rival to Nigel Farage's Reform UK - this link jumps directly to the relevant point in the video: [https://youtu.be/VSGWnkh6AYM?t=856](https://youtu.be/VSGWnkh6AYM?t=856) It might help if I try to draw an analogy using US politics. When Musk was backing Nigel Farage's [Reform UK](https://en.wikipedia.org/wiki/Reform_UK), it was quite similar to when he was backing Donald Trump's MAGA Republican party, albeit perhaps somewhat more controversial, as Reform is not a mainstream UK political party, and more right wing than any that has previously been elected. However, recently, the highly polarising character [Tommy Robinson](https://en.wikipedia.org/wiki/Tommy_Robinson) has been promoting a brand new political party, Ben Habib's [Advance UK](https://en.wikipedia.org/wiki/Advance_UK). Now it seems Musk is behind its very inception! To continue the analogy, it would be like Musk deciding Trump was too wet, and then helping to create a new political party promoted by someone like [Richard Spencer](https://en.wikipedia.org/wiki/Richard_B._Spencer)! If this new party gets the publicity it seems it likely will, and if it is clear that Musk was involved in creating it, I would imagine even those who might still contemplate buying a Tesla in the UK will likely be put off, and quite possibly others in countries likely to follow UK politics will too. Australia comes to mind for example, [where they are currently trying to promote FSD](https://eletric-vehicles.com/tesla/tesla-announces-fsd-supervised-in-australia-with-30-day-trial-for-new-buyers/). It's all so utterly bizarre! Musk must, surely, be aware that UK sales suffered greatly when he did those not-a-sieg-heil gestures. There were ads all over London about them. So what does he do? He helps set up the most right-wing political party ever to have had any chance of gaining power since The British Union of Fascists was formed in 1932 by Sir Oswald Mosley. It reminds me of [that "go f--k yourself" moment he had after buying Twitter](https://www.theverge.com/2023/11/29/23981928/elon-musk-ad-boycott-go-fuck-yourself-destroy-x)!

torokunai 2025-08-29 15:46

Musk loves sticking his pp in every pencil sharpener he finds

torokunai 2025-08-29 15:50

sure, ~90k/month was the 2025 forecast for Berlin, back in 2022 when things were looking great, sales-wise. https://imgur.com/cDfdN3H shows SMR projecting Berlin at 1.4M/yr in 2025, or well over 100k/mo, so 8800 cars is indeed a 1/10 miss if were are looking at bull projections from 2022.

torokunai 2025-08-29 15:56

the real reason is that having the car do something real stupid would knock $300B off the market cap instantly. Putting a guy in with a finger on a kill switch obviates that risk. There is no reason this needs to be a public program yet, other than the project management trick of getting R&D into production early and doing the R&D live, as this tends to get people out of 'R&D mode' and into 'getting it to market mode' better.

dtyamada 2025-08-29 16:58

But you don't get. There's a government conspiracy so they won't get it even if they apply. Why waste the resources on an application that's destined to fail? /s if it wasn't obvious

[deleted] 2025-08-29 17:22

Cybertruck sales are apparently surging with the end of the EV tax credit: [https://xcancel.com/dictionaryhill/status/1961213540569592200#m](https://xcancel.com/dictionaryhill/status/1961213540569592200#m)

Far_Addition1210 2025-08-29 17:32

The storage depot is in California.

torokunai 2025-08-29 18:30

too chicken to add to [my puts](https://finance.yahoo.com/quote/TSLA260320P00250000/history/) this week when TSLA was pushing over $350. Was keeping my powder dry for early Q4 gyrations, plus the bet I already have on this short timeline is big enough to either pay off nicely or blow a small but still somewhat unpleasant (e.g. the price of a nice guitar + amp) hole in the port.

Lacrewpandora 2025-08-29 19:10

Those look a whole lot nicer than any other Incel Camino I've ever seen - probably headed for showrooms.

No_Pen8240 2025-08-29 21:22

Dumb question . . . Why do random internet nerds that have never met Elon Musk defend him from valid criticism. [https://imgflip.com/i/3mtyfq](https://imgflip.com/i/3mtyfq)

No_Pen8240 2025-08-29 21:24

Do they really think defending Elon from valid criticism a) make the world a better place? b) Help push forward technology? c) Doing their duty to defend their techno-messiah? d) Do they consider him a friend or good person? (He is really not a good person. He is a sleezeball to women, a bad father, and a consistent liar. . . not to mention the Pedo-guy incident) Look, I want SpaceX to fly a human mission to mars, I want Tesla to develop a 100x safer than humans robotaxi. I honestly would love Elon's boring company to build tunnels and hyperloops to replace airplanes and reduce traffic on highways. But I would also love for a snake oil salesman to cure cancer.

dragontamer5788 2025-08-29 21:55

Due to the ongoing costs of a short, it's best to keep your mindset... short (duration). If you cannot see the stock price dropping within weeks or months at the latest, it's probably best to just hold off until you see that opportunity. IMO, consultation with spirit animals is your best bet for TSLA. Bitcoin is a bit down (to $108,000ish now) so that's one spirit animal feeling sad, but GME is still over $22. I'd expect BTC and GME to decline before Tesla declines. So that's when I'd start a short position.

Inconceivable76 2025-08-29 23:38

Are you sure he’s a random nerd and not an employee or contractor?

austinzheng 2025-08-30 03:22

A lot (not all) of these people are software engineers who know the work they do is at best meaningless and at worst actively harming society, so to have a vicarious output through which they can live out their fantasies of making the world a better place/advancing humanity forward/whatever is extremely compelling.

torokunai 2025-08-30 04:36

https://companiesmarketcap.com BRK finally pushed TSLA down to #11, oh happy day

MarchMurky8649 2025-08-30 11:36

Financial Times has an article about it: [Can a UK party backed by Elon Musk outflank Nigel Farage on the right? ](https://www.ft.com/content/27c3321a-9b07-4e9f-a55e-07c7d3900908)(or click [here](https://archive.ph/uNoxc) to bypass paywall)

ad-astra-specta 2025-08-30 14:12

They'll probably last a lot longer too.

Top_Junket2991 2025-08-30 23:39

should be mag6 or replace tesla from mag7. It's like keeping intel in dow30 and seeing it drag the index

torokunai 2025-08-31 00:06

you gotta scroll down pretty far to find TSLA now: https://companiesmarketcap.com/tech/most-profitable-tech-companies/ and after the EPA credits go away it'll be down by LG or so

FrogmanKouki 2025-08-31 02:20

So are you saying it's not a tech company?

rocketonmybarge 2025-08-31 19:10

Man, one of the oldest Elon related memes. Oldie but Goodie.

Withnail2019 2025-09-01 01:10

They resell cheap Chinese tablets with cars glued to them

FrogmanKouki 2025-09-01 01:53

Sounds very high tech to me

lovely_sombrero 2025-09-01 02:11

Elon got so many stans from his crazy promises of colonizing Mars, probably mostly because of this, because people in the tech fields want to believe they are actually doing something good - even if their job has nothing to do with hypothetically colonizing Mars. And it would be OK if just some random nerds believed this, but this was a huge mentality of the Obama administration and the blogosphere nerds who people in the Obama admin read and respected. So they just threw insane amounts of money at Elon Musk, not just on the federal level but on the state level as well.

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