TSLA Terathread - For the week of Sep 01

Good morning here is the link to last week's Terathread https://old.reddit.com/r/RealTesla/comments/1mzmcu6/tsla_terathread_for_the_week_of_aug_25/

Happy Labor Day everyone. Enjoy it, it's nearly 90 days until the next federal holiday.

the good news as a short is that Telsa is losing their $7500 credit next month. More or less; IRS announced a ruling last week that a $250 deposit was enough to secure the rebate. Which kinda doesn't work in Tesla's favor as it removes the gotta-pull-the-trigger now pressure. Going to be an interesting month . . .

Elon has decided to spend his Labor Day weekend supporting far right UK politics and politicians like Tommy Robinson.

If the IRS allows a $250 deposit on a Tesla this month to secure the $7500 tax credit, and that credit is going away at the end of the month, wouldn't it seem like September would be their best month ??

Just like Moses brought down the commandments from Mt Sinai, Elon has released Tesla Master Plan 4! https://xcancel.com/tesla/status/1962591324022153607 Is everyone excited? Edit: If the xcancel link doesn't work it's also in this article. https://electrek.co/2025/09/01/tesla-master-plan-part-4-vague-ai-promises/

and a million yt influencers rejoiced

This seems wholly AI generated. And a Twitter "article" to boot, the worst way to consume this.

Yeah he decided to put it in a Twitter article, I don't think he even posted it on the Tesla website like he did with the other master plans.

China weekly: 12,500 units. Another bad week for Tesla in China. YU7 is starting to chip away at MY as predicted: [https://xcancel.com/thinkercar/status/1962744488792658035?s=46&t=Wy7pOGeSP2o3ZuI2ylzWpw](https://xcancel.com/thinkercar/status/1962744488792658035?s=46&t=Wy7pOGeSP2o3ZuI2ylzWpw)

10k less than the analyst forecasts.

No way will Tesla sell more than 1m cars next year.

600 orders in India since launch. This is ridiculous. All that fuss and it ends up with lemonade stand numbers.

Sooo let's talk about the obvious... If Trumps health condition gets worse and Jd Vance is going to step in, how's that going to affect Tesla? He stated to dislike evs but I think he can be bought probably even easier than trump, bringing back some ev subsidies again. At least keeping agencies not looking into tesla just like it is now...

Elmo is the problem with Tesla.

I agree with you. He is digging his own business grave no matter who is president. I would just love to see someone in the office going at least a little bit after all his bullshittery... Maybe after the next election.

Vance is a Thiel acolyte, and Musk and Thiel hate each other. There's no way the situation improves for Tesla with Vance in charge.

Who could have predicted that? And this is after 8 years of pent-up "demand"

What, like an actual fraud investigation...

Hey, let me dream, okay 😅

Latest Elon pump is here: "Musk looks past Tesla sales slump, says 80% of value will come from Optimus." [https://xcancel.com/elonmusk/status/1962618811141812475](https://xcancel.com/elonmusk/status/1962618811141812475)

And down 1-1/4%. The pump doesn’t appear to be working.

80%?  What happened to the trillions from robotaxis or is Optimus just that op?  Imagine he already lost interest in robotaxis haha. Edit: Added robotaxi sentence

This is a sign he’s losing faith in the robotaxi pump to inflate the stock price in the long run, so he’s moving to the Optimus pump.

That was my first thought. Robotaxis were supposed to save Tesla, now its Optimus. Neither product is even close to being viable.

What if Vance takes over and cancel all the tariffs. Vance will become everybody's daring.

Ok, but where does the Flying Roadster fit in to all of this?

The robot that can't serve popcorn without a remote operator is worth trillions, I assure you.

RoboAmbulance with RoboEMS to take the crash victims to the RoboMorgue

That's the spirit.

That 200 P\\E is going to 300 by the next earnings report, this drop in sales is going to show up quickly.

C'mon. A lemonade stand in India would do much, much better than 600 orders. Don't sell lemonade short!

My 2 cents is that Vance isn't going to be able to get away with the same amount of crap that Trump has. No one is afraid of Vance and he doesn't have the same kind of fanatical following that Trump does. I think he'd lose the absolute support of congress pretty quickly and that would hamstring him getting much of anything done really. Pretty much nothing is going to happen to Musk unless he picks another fight with the GOP as a whole.

The iron grip on Congress definitely dies with him. The lesser ghouls are lesser for a reason.

Elon endorsed “remigration” on Twitter. https://xcancel.com/elonmusk/status/1962406618886492245 I didn’t know what this was so I looked it up. According to Wikipedia [remigration](https://en.wikipedia.org/wiki/Remigration) is a far right European concept that wants to forcefully ethically cleanse non-white people from Europe, sometimes including those who have been born there. This is not too far from Richard Spencer style ethnostate stuff. You’d think it’d get a little more media attention that the richest person in the world is this openly a white nationalist. Instead you have groups like the ADL defending him when he did a Nazi salute earlier this year.

When will Elmo pivot to the S3xbot? Dirty Grok + Optimus = love you long time!

It is ethnostate stuff and remigration was essentially the policy of the early Nazi party to removing Jewish people from German lands by essentially banishing them somewhere far way like Madagascar. If you look the dialogue Musk is involving himself in it's also eerily similar to whole idea that there was a "Jewish question" back in the late 19th and early 20th century in Europe that was being pushed by ethnostate advocates of that era: complaints about groups not integrating, loss of national identity, increasing blame for all of society's problems, etc. In fact the term "final solution" was largely a reference to the idea that there was a "Jewish question". I wouldn't be surprised if some of these people advocating remigration are similarly penning pieces talking about the "immigrant question" at this point in reference to it. So yeah big shocker that a guy who did a few Nazi salutes at a political rally earlier this year is on board with marketing "remigration" as "the only answer" at this point.

Yeah my view is that a lot of this is essentially predicated on the cowardice of congress. There's obviously some people in the MAGA camp who are fully onboard with everything that's happening but there are a lot looking for an offramp and hoping someone else or something else will save them from having to tell the man no at this point. It's a different story for the Supreme Court however.

In case you missed it I made a[ post last week](https://old.reddit.com/r/RealTesla/comments/1mzmcu6/tsla_terathread_for_the_week_of_aug_25/nbbnjv7/) as to how Elon would seem to be actively getting involved in helping setting up a new political party in the UK. I also mentioned Richard Spencer in that post! He had previously suggested he might donate 100 million (£?$?) to Reform UK, so he might now be thinking of doing something similar with Advance UK, putting his money where his mouth is!

Well, if he wants to split stupid far right from hateful far right, let him.

And pre market is still going up…

Up 3.5% so far today, presumably on this... Seems to be an endless supply of suckers out there who never read  "the boy who cried wolf".

$tsla stock is up 3.8% on news Tesla is moving the safety monitor to the driver’s seat for all its “robotaxis” in Austin. Disruptive innovation.

That doesn’t make sense. It’s up based on the headline from the street.com - “Tesla Gets a Double Dip of Bad News from India” Not criticizing - it’s hard to tell which set of bad news is driving the stock price up on any given day.

Would it mean all whites have to leave South Africa? Asking for a friend.

We've entered a new cycle of 'Optimus pumping'.

There's nothing else left to pump. The real interesting story is what's next to pump after *that*?

Anyone notice that the stock feels correlated to alt crypto these days? It truly has gone full meme stock. The path of Solana and Ethereum compared to TSLA the last few are eerily similar - not exactly but the daily up and down swings are timed pretty close. Not surprising, and I guess this explains all the market “pumps” - anyone have ideas for how to trip up the AIs that are trading on these pumps?

It probably will when eventually they are unable to sell any more cars, and a couple morons buy an Optimus.

Something shady is going on. Once the bubble bursts and the movie about the tesla fraud is made, we'll know more. Gonna take some more years probably

NVDA, PLTR down. TSLA up. The cult is alive and well.

I know that's the official story but I wonder if the Thiel-Musk bad blood is kayfabe. The cage match with Zuck fizzled out and billionaires seem to have a lot more solidarity than the rest of us. But I absolutely love the idea that Theil would be in Musky's business once he has his puppet in place.

The Indian tech-bros who salivate over swastikars are already in the US on H1B visas.

Recycle...have another "Tesla Battery Day"

It seems like bad news drives it up, Im sure Musk is behind it.

Thiel ousted Musk from Paypal. With Musk's ego, pettiness, and unbridled cruelty, I doubt that's an act. He likely has a list like this going back 50 years: https://i.redd.it/uy2xdb2i7qx61.jpg Zuck and Musk have no actual history. That one is all kayfabe, for sure.

Battery Day is very watchable in retrospect, with the context that literally none of the benefits happened and CATL et al left them in the dust.

I forgot about the PayPal fiasco. Musk got fired while out of the country on his honeymoon with his "starter wife" lol (that starter wife article is brutal, btw). I was thinking of the time Elmo took Thiel for a ride in Musk's new uninsured McLaren and then almost killed them both when he immediately crashed it. Good times.

It would be a better world where he *didn't* get fired, and destroyed Paypal and his reputation then.

Tesla is disconnected from the stock market in many ways. It is trading more like crypto.

This is the article I was thinking of icymi https://www.marieclaire.com/sex-love/a5380/millionaire-starter-wife/ Just re-read it. 2010 and all the clues are there. She calls Elmo an "Upper class kid with a S African accent." Lol. Apparently she hadn't gotten the memo that Elon grew up poor and shoeless on the mean streets of whites-only Pretoria.

World would have been bettet place without PayPal mafia, for sure.

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1441 sold in Germany in August. Europes biggest market. The wont sell 4000 cars in Europe in August. Tesla is going to crash.

How is it still up 1.5% pre market is beyond me

Number 24 in Germany for car sales. 24.... I cant even name all the 23 car companies above them.

You guys lack vision. The diner is just one example of mega growth opportunities. They also could do Tesla barbershops, dog-sitting, landscaping, etc.

Man likely on TRT warns of the dangers of sex hormones and gender affirming therapy: https://xcancel.com/elonmusk/status/1963534887161663932#m

Hair transplant is a gender affirming therapy, Elon.

[link to the article](https://www.tomshardware.com/maker-stem/robot-kits/elon-musks-optimus-boast-in-doubt-as-humanoid-robot-production-plans-halted-telsas-projections-for-10-000-robots-in-2025-cast-into-doubt-according-to-supply-chain-sources) On July 4th, it was reported that Tesla halts Gen 3 Optimus production for 2 months due to leadership change and hardware problem. Today is September 4th, does Elon Musk resume Optimus production and hire new chief to manage it?

Tesla's FSD finally dawned to me. Every Tesla will come with a Safety Monitor who will take the wheel from you everytime you turn FSD on. Their wages will be subsidised by shareholders.

30th June, Farzad asked Elon "when does Tesla expect to get to a 3:1 or more Robotaxi to Supervisor/Teleoperator ratio?" who replied "Probably within a month or two." Maybe he's done it. However, he failed to mention that, hand-in-hand with dropping the supervisor from the passenger seat, he'd be putting drivers behind the wheel.

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>and hire new chief Nope. All Elon has to do is merely *ponder* Optimus...for just the few seconds it takes when he puts his phone down to wipe...and his once in a generation brain will impart untold wisdom unto the Optimus program. So sayeth Cathy, so sayeth the Elon.

>Elon's big gamble Is it though? I never worry much when I hop in a taxi or Uber...just say hello to the...ahem..."safety driver", and sit back and relax.

I explore "other" TSLA related subs...just to get the vibe. Some rumors that are getting the faithful's juices flowing: Cybercab production starting soon. SUV version of the Cybertruck to be announced. Both of these rumors are due to screenshots from the secret plan part 4 stuff on the TSLA website...so these are intentional breadcrumbs to give Elongelicals and stonkholders hope. But I have to wonder - why make a Cybercab? Will they be available for sale? If not....well, TSLA can put their safety drivers in any of their cars. So why develop a whole new car to not really be a robotaxi any more or less than their other cars that aren't real robotaxis? And an SUV Cybertruck? Are they insane? Oh well - the graph is green this morning.

Maybe the tele/far away part of teleoperator is setting the driver seat 2 inches further back than normal.

That will be announced in 2026 to get another pump out of fsd.

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Someone has to remind of him what he said two months ago. Elon Musk has told so many lies and empty promises, he no longer can track them all.

Completely off topic but hopefully will make a few people chuckle. Carbot mocked one of the best Diablo 4 players in the world in his new POE2 video: https://youtu.be/F8-HsbBP_H8?si=-vPidQ7ofDmTkCSw&t=147

Cybercab - genius! The problem with current taxis is they seat too many people. With a driver, err, a safety monitor in one seat, that leaves 1 seat for a passenger. Now people have to get 2 or 3 times as many taxis for the same trip!!!

And it will likely be as beautiful of form as the cucktruck.

More room for growth now!

As is excessive chainsaw brandishing.

Hell, you may need a 2nd cab just for your luggage.

After an exhaustive analysis we've determined that the primary problem with the Cybertruck is that potential buyers didn't think it was boxy enough.

Well, that URL saved me the trouble of having to read the article.

But I thought Twitter was going to be an everything app. Why make a new app when he can siphon more Tesla money to himself through twitter? Asking for a friend.

He also said there would be 1000 robotaxis within a few months of launch in June.

I'm just watching Farzad's most recent video. He seems to think it is very difficult to develop an app! '--> [Tesla is saying "we know how difficult it is to make an app, it's probably the hardest thing in the world"](https://youtu.be/eAv2HD9-eXw?t=180). Am I missing something or is he talking nonsense?

Tesla sales in the EU daily 5 countries are quite boring. Currently between the 2025Q1 and 2025Q2 numbers. 2025Q3 could be a little weird, with Tesla trying to focus on the US market with the expiration of the EV credits by the end of the quarter.

Are you saying a trillion dollar company can't focus on 2 different markets at the same time?

Isn't Thiel gay? Is it possible that Vance is Thiels' secret lover boy?

Much more likely his blood boy https://youtu.be/hBA0AH-LSbo?si=PqGeIX1GN7zSFM0e

> But I have to wonder - why make a Cybercab? Will they be available for sale? If not....well, TSLA can put their safety drivers in any of their cars. So why develop a whole new car to not really be a robotaxi any more or less than their other cars that aren't real robotaxis? So my understanding of it is that basically Tesla looked at ride sharing data that showed most ride share bookings had 2 passengers or less. Given that Tesla's entire pitch for robotaxi has become one about capital cost and ROI they decided to make a two seater vehicle simply because it was cheaper to produce. Of course this all conflicts with the idea of it displacing vehicle ownership, as two seater vehicles aren't particularly popular, but Tesla still hasn't actually nailed down what their robotaxi business plan will actually look like and we've seen it change from event to event in the last year. Musk said they were going to sell robotaxis to people at their big movie studio event but now they're running their own taxi service, at least for the time being. Back in 2019 Tesla said they literally weren't going to sell any vehicles to consumers because they would all be going to building out their robotaxi network. Then there's the nebulous prospect about some kind of "Tesla Network" of drivers renting out their own vehicles to deal with demand spikes and fill in other gaps with vehicle size requirements that'll some how plug in on top of this and maybe use the same app. Pretty much the only constant is that Tesla is of course going to be better at doing it than anyone else and make money hand over fists regardless of what ends up materializing.

Every Tesla will have full autonomy once you can buy an Optimus robot to drive for you. Optimus robots will also be virtually free as they'll pay for themselves in the first year as they'll be working while you are asleep.

any idea on how the rebalancing be next week for index on tesla? Will tesla's weight increase so index buy more or decrease because google/nvda/avgo have outdone tesla?

Ok so Optimus [won't be the next cash cow after all ](https://www.reddit.com/r/teslastockholders/s/QLQ7LN7y58), who would have guessed?

Is there just this endless array of exaggerations that they have to pump this stock? When Tesla goes to $7 trillion Elon gets $1 trillion. Optimus robots could mine rare metals from mars worth trillions Little X could be fused to Elons shoulders doubling his brain power. That can be really good for Tesla. Buying put options against Tesla is not betting against the company. It’s betting against the propensity for the stupid to fall for shysters who are ripping them off. It’s not a good bet

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I know but there’s no end to this bullshit. None of these items are accretive to the company but they all boost the stock price because of the cult following him. It’s pointless to bet against the overvalued bloat of a company because even if sales are down 99% Elon could just go: This was part of the plan and Tesla vehicles were just training our AI robots to plant trillions of acres of corn and could displace the world agricultural process and could be worth 80 trillion and the stock will rise. Doesn’t matter if it’s feasible or possible.

Yeah, I will never bet against this stock going up (using put options), the fundamentals just don't mean anything.  I doubt they even care if Optimus makes money as long as Musk announces the next big thing

Cults grow best when their prophecies are never fulfilled.

Napkin math: Technoking has stated Optimus sales could be 20 billion units...at a price of around $30k. At 15% profit margin, TSLA will be showered with $90 trillion dollars. Through that lens, the BOD's $1 trillion payout looks positively bearish. Do they believe Technoking or don't they? Lets say this happens over 9 years - a cool $10 trillion per year...what is their PE ratio? Something like 200? So why oh why is the BOD lowballing with a paltry $8 trillion valuation? It should be valued at $2 quadrillion, shouldn't it?

I have been assured by Tesla Stans that Elon doesn’t care about money. That’s why he is willing to accept only $1 trillion in compensation. He’s being altruistic.

U.S. manufacturing jobs were down 12k in latest jobs report and are now down 78k for the year. Tariffs have done the opposite of what they were intended to do. https://www.investopedia.com/tariffs-were-supposed-to-revive-u-s-manufacturing-so-far-they-re-having-the-opposite-effect-11802173 If only we had decades of data from over 100 countries to warn us of the harmful effect of tariffs.

I have fixed it for you.

Why on earth is TSLA zooming up right now?

New compensation plan.

It would dilute the current shareholders and also there is a separate plan to waste money by investing in Elon Musk's xAI (that is burning money fast), so obviously the stock price is going up.

Do you disagree that earnings will go negative, TSLA will be deleted from S&P 500, and this will cause a sell-off? I'd've thought that would burst the bubble.

Market down. Stocks beating estimates down. Tesla up because "we will keep elon"

My mom has this friend that few years back said "I would rather not win the lottery (jackpot was over a billion) because I'll give like $50 million to each of my kids, buy a home, help family, and I will be broke. So I would rather not win." Some people straight have no understanding of numbers.

Tariffs can be an effective part of an industrial policy, but you can't just slap random tariffs on random stuff and call it a day.

Why would he care about money? If he sells 20 billion poverty ending robots and ushers in an era of "abundance", we'll all just spend our time singing songs around a campfire while Optimus tends to our every need. Money will have no meaning, Thanks Be to Elon.

I don’t disagree. But don’t know I trust they won’t pull tricks to show paper profit in any manner possible.

It is a reason. No one said it is a good reason.

Board proposed that Elon Musk gets one trillion dollar bonus if TSLA becomes a seven trillion dollar company. They make like TSLA is 100% to become a seven trillion dollar company.

It's hilarious!

Exactly, Biden did it correctly when they invested in the chips act Not Biden but his treasury Janet Yellen

Exactly, this just gives him an incentive to cook the books, creates a toxic culture, ridiculous targets

There are ten marks to reach for Elon to get the one trillion dollar bonus. But if Elon could do that, Tesla will become seven trillion dollar company.

Well as usual it's getting worse. Stephen Miran who wrote the whole 'Mar-a-lago Accord' pitch justifying this tariff madness among other terrible policies is having a confirmation hearing for a spot as a Federal Reserve governor. He won't even leave his White House job when he takes that one though, but don't worry he super duper promises that he supports Fed independence and their mandate. Just ignore that document he wrote earlier this year justifying the devaluation of the dollar against every other currency in the world for the same goal of boosting domestic manufacturing.

I approve. If Tesla becomes a seven trillion dollar company that would be great! But I think earnings will collapse within weeks, S&P will kick it out of the 500, shares will get dumped, and the price will collapse. Of course I might be completely wrong, FSD might get 1000 times better allowing robotaxis to make money, optimus robots might be hugely popular, or both, but I will be extremely surprised based on everything else Musk has got wrong and or completely f-ed up.

The time limit is from now to 2030.

I just find it hard to see much quality in any aspect of what Musk does. Look at the Cybertruck. How is vision only, end-to-end neural network full self driving working out? How sensible is it to very publicly promote highly polarising political views when you are CEO of a large company? Maybe someone, someday, will head up a company with a seven trillion USD market capitalisation, but nothing I have seen makes me think that person will be Elon Musk.

Have to say Elon is a talent. He did make all benchmarks for his first bonus clause between 2017 and 2021.

Can’t wait for the documentary on this fraud and how obvious it was in plain sight

I’m trying to imagine what the next promise is going to be that drives the stock up? It has to be related to putting a kinky version Grok into an Optimus s3xbot. Instead of the Tesla diner — Tesla massage parlor!

FSD is a hard problem, and apparently so is running the A/C in an unoccupied car so the dog inside isn't baked to death. https://bsky.app/profile/niedermeyer.online/post/3ly43fzeuj22d

I dont mind him getting that bonus. More dilution lol

Manipulation. You can sense the desperation. Almost all the scams go parabolic in late stages, when the scammers start to fight for survival. All hands on deck, whatever it takes. Worldcom insiders tried to defend the stock price by buying hand over fist. Blew up all the same.

I honestly have lost faith in humanity. I live in one of the most liberal areas in CA and I still see people buying Teslas in decent numbers. People just don’t care about the implications of giving a sociopathic, far right billionaire more money, and giving him more power to destroy society. Tesla is going to have a pretty good quarter because of the tax credit ending, and the stock will moon again. Ugh.

1/3 of people didn't vote at all. There's literally like a hundred million people who couldn't care less about what happens, good or bad.

A large party of society simply doesn’t care, even if tomorrow there is a genocide, people will just shrug and move on.

When tyranny comes, the people always cheer.

is tesla still delivering vehicles to customer by itself or that was a one time thing back in June?

I'm pretty sure it was a one-time thing but I have no real evidence, just a sneaky feeling it was just an expensive stunt, not actually a cost-effective or reliable way to deliver cars.

Turn [this link](https://www.msnbc.com/top-stories/latest/sickening-evil-musk-bashed-usaid-cuts-study-predicts-millions-die-rcna216832) into a [QR code](https://qr-generator.ai/), [print it up onto some magnetic decals](https://www.printmagic.com/magnet-printing/car-magnets/?shape=Horizontal+Rectangle&size=30x18&paperStock=Glossy+Heavy+Duty+Magnet+-30mil&printedSide=Color+Front+Only&qty=24&gad_source=1&gad_campaignid=21099863015&gbraid=0AAAAACgbK04QgQ2TryhFXIKKWkftuiiz3&gclid=CjwKCAjwt-_FBhBzEiwA7QEqyOPTzKOfqvrR-9l6ljBdV-2r_89x9DUI_reYDoi5Nzz9GMMem2IXxhoC2EAQAvD_BwE), and slap them on the cars.

Tesla pulling a one time stunt for something that sounds impressive but is actually basically meaningless? No, I can't believe that. Very few customers live within driving distance of a factory. The last mile between a dealer lot and your house isn't really a problem that needs solving even if it worked. Plus it introduces huge liability to Tesla where as normally it's on the customer as soon as it leaves the lot.

One time thing purely for promotional purposes just so Tesla could claim to be first at something in the autonomous driving space pretty much uncontested since just about every mature company is focused on robotaxi services or licensing tech out and not actually manufacturing and delivering vehicles.

The tax credit sales wont make up the lost sales in Europe and China.

Perhaps, once the internal cameras have confirmed no humans are present, dog mode plays Mark Meechan's famous ["Yer Dug's A Nazi" video](https://www.dailymotion.com/video/x49sft0) on loop. Those same cameras are then used to confirm the dog is now performing not-a-sieg-heils; if it isn't, up goes the temperature.

Just another scam.

It’s like paint it black. Public stunt with lots of fraudulent statements about what actually happened.

Not to mention they are buying a less reliable car that provides less value than alternatives.