TSLA Terathread - For the week of Nov 03
Original Terathread returns!
Original Terathread returns!
Good morning here is the link to last week's Terathread https://www.reddit.com/r/RealTesla/comments/1oj6sep/tsla_megathread_for_the_week_of_oct_29/ Glad to see the automod bot back up!
Whens this shitty pay package vote gonna happen again? I dont really follow up on Teslas bullshit anymore regularly as my puts got fucked into oblivion and i cant handle the insanity on a daily basis anymore :-D Wasnt that supposed to be this week?
Some missed Elonversaries from last week, 8 years ago: *"It's like if you can see the robot move, it's too slow. We should be caring about* ***air friction*** *like things moving so fast. You should need a* ***strobe light*** *to see it. "* *"I’m* ***confident*** *that we can get to an approximately* ***human level*** *with our* ***current hardware****"* *"The* ***Solar Roof*** *stuff, we expect is going to be – we're* ***confident*** *it's going to have* ***extremely high demand****"* \- Griftimus Maximus, Nov 2, 2017, speaking directly to shareholders.
More declining Tesla sales, this time in Denmark. People on the inside that can actually see all the figures must be getting worried.
Thursday, after the bell.
Thank you!
Europe sales in the shitter again —> stock up 3.4%
But seriously am I missing something? What’s behind this latest pump?
Genuinely confused by this price action. Yeah I get Elon's pay package will get approved, but this market is pricing in a Tesla robot in every home. A PE of 325 on a $1.5T valuation is just weird.
flying cars bro
If Musk wins his pay package this week (which most think is likely), IMHO there's a chance for a celebratory stonk bump. I think many are counting on that.
Tesla sales in Sweden -88.7% YoY for October
*“It will be pretty awesome. I think everyone will want one. So I think the ratio of humanoid robots to humans will probably be at least two to one, something like that. One to one for sure. So, which means like somewhere on the order of 10 billion humanoid robots, maybe 20 or 30 billion.”* \- Technogrifter
30 billion. seems reasonable
Grift big or go home.
Even if it were true that everyone would want one, most people couldn't afford one even at the 20 k or 30 k price point (that won't be real). It's amazing how he's never called out on the obvious bull shit
Flying robocars driven by optimus robots that also serve popcorn!
So that's why the stock is up 3%. I knew I was missing something.
Yeah, the world's average wage is around 18k per year. And that is skewed by the highest earners.
I think the I-phone is a good comparison. They've sold 3 billion over an 18 year period. Its an incredibly popular product - practically half the people in the world genuinely do want one, and its a bargain compared to a personal robot. So the obvious question of Musk when he spouts this nonsense is: how? Its really easy to say you're gonna sell 30 billion units, but how excatly are you going to execute on that? But its kind of like the Emperor's New Clothes - nobody wants to point out the obvious and stop the stonk machine.
And at least half those highest earners hate Elon.
Musk: We are building a humanoid robot to replace all factory workers Also Musk: Everyone is going to buy 2, maybe 3!! Make it make sense.
No, no, Edolf told us they're going to be \*expanding\* production.
[https://nitter.net/piloly/status/1985353615062585540#m](https://nitter.net/piloly/status/1985353615062585540#m) They sold 259 in Romania, +58% YoY To the moooooon
Some early EU Oct #s: \-Spain -31% YoY, -44% vs July (1st month of quarter) \-Norway -50% YoY, -20% vs July \-Sweden -89% YoY, -18% vs July \-Netherlands -48% YoY, +46% vs July \-France +2% YoY, +36% vs July \-Portugal -59% YoY, -49% vs July \-Austria -64% YoY, -66% vs July \-Finland -68% YoY, -56% vs July \-Denmark (preliminary) -86% YoY, -72% vs July \-UK (preliminary) -47% YoY, -48% vs July Tesla on track for \~7,300 EU delivs for October. Edolf told us they're expanding production.
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