Biblio Inversor

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Biblio Inversor

Biblio Inversor

@BiblioInversor

Inversor | Analizo empresas y te las cuento. Tesis completas en mi DM👇🏻

Madrid, Comunidad de Madrid Katılım Aralık 2022
370 Takip Edilen957 Takipçiler
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David Gomez
David Gomez@Goma_78·
Hoy he probado el FSD de @Tesla en Vigo y lo he disfrutado, una auténtica gozada lo bien que va. @UNECE @DGTes el FSD no se cansa ni se distrae, aprobación ya como en Países Bajos
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Shay Boloor
Shay Boloor@StockSavvyShay·
$TSLA is positioning to be the largest physical AI deployment platform by the end of this decade. By 2031, Tesla could become a $375B revenue story where AI, robots, services, energy & Cybercab together become larger than automotive: • Automotive 40% • Cybercab 24% • Robots 16% • Energy 11% • Services 9%
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran is running out of places to store its oil amid the US blockade of the Strait of Hormuz, with just 12 to 22 days of unused storage capacity left, per Bloomberg. As a result, Iran may soon need to cut another 1.5 million barrels of oil production per day. Much of these Iranian oil exports were going to Asian countries which are already witnessing their worst energy crisis in history. Asia's energy crisis will soon intensify even further.
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phil beisel
phil beisel@pbeisel·
I’ve always been in the camp that Tesla should advertise. Too much of a 'best kept secret'. But there may be a golden advertisement coming— and it has a name: Cybercab. This thing is a moving billboard. It won’t go unnoticed. People will want to ride in it (and be seen), and once they do, they’ll understand what it means to be driven by a robot that feels premium and is safe as hell. So maybe I’ll change my mind.
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NicholasGibbs@NickGibbsIAG

I’m stunned. I just spent the last two days in DC meeting with people to discuss AI projects. These people are leaders in finance and security. Not a single one believed me when I said my @Tesla drives itself. The common responses were: 1“But you have to hold the steering wheel.” 2“But you can’t use it everywhere.” 3“No one wants to charge for two hours.” 4“It doesn’t really work. Not like a Waymo.” 5“How can Tesla be ahead if they don’t have robotaxis?” 6“The Cybertruck is ugly.” The funny part? When I calmly told them they were wrong and explained my actual experience — that I don’t have to touch the wheel, I’ve driven it from Florida to Boston and NYC, we use it every day, charging only takes 15 minutes on road trips, and it actually works better than Waymo in many real-world situations — they hated it. They doubled down. So I asked: “Do you have a Tesla?” Blank stares. My response: “Maybe don’t question the guy who actually owns and uses the thing we’re talking about — especially when you’ve never tried it.” Believe it or not, they did a 180. A few of them immediately softened and said, “I’ve actually been wanting to test it out. My wife keeps talking about it.” 😏 We are so early $TSLA.

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The Transcript
The Transcript@TheTranscript_·
$TSLA CEO: Tesla is prioritizing caution over speed in FSD rollout to preserve zero-injury track record “Initially, we're taking it very -- we're taking a very cautious approach to the rollout here. Like we haven't had any injuries and certainly no fatalities to date with the unsupervised FSD and Robotaxi expansion. We want to keep it that way.”
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Herbert Ong
Herbert Ong@herbertong·
🚨 Tesla’s Robotaxi fleet has grown to 640 vehicles • Supervised: 621 • Unsupervised: 19 Breakdown: • Bay Area: 538 • Austin: 98 • Dallas: 2 • Houston: 2 The fleet is growing, and unsupervised is slowly scaling. $TSLA via @RtaxiTracker
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Alex
Alex@alex_avoigt·
Measuring the progress of Tesla's robotaxi program solely by the number of vehicles on the road is a serious mistake and overlooks more important data for evaluating progress. While the number of Robotaxis on the road is a final result, understanding how quickly Tesla is expanding depends crucially on how quickly the necessary infrastructure is being built. This infrastructure includes, among other things, installing local Robotaxi charging stations, hiring new employees for the Robotaxi business back office, and increasing the production capacity of the Cybercabs. Furthermore, Tesla is working on further improving KPIs such as zero accidents and incidents, curbing undesirable Robotaxis behavior (e.g., endlessly circling parking spaces), and other convenience related improvements. Reaching a certain level of all these measures will enable sudden exponential growth of Robotaxis on the road. Tesla's Robotaxi business may improve much faster than can currently be seen from the sheer number of Robotaxis on roads; therefore, other data should also be taken into account.
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Nic Cruz Patane
Nic Cruz Patane@niccruzpatane·
You can watch movies or YouTube in a Tesla as it drives you around with Unsupervised FSD. One day soon, you’ll be able to do this in your own Tesla. Nobody is going to want to drive anymore.
Innovating@InnovatingCoin

Tesla Unsupervised Robotaxi is such a cool experience. Being able to sit back and relax, watch a movie, get some work done, or take a nap while being driven is the future. Truly unreal. Try it out if you’re in Dallas, Austin, or Houston!

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Nik Harris
Nik Harris@nikkharris·
sharing directly from your phone + start fsd button feels like magic
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Jo Bhakdi
Jo Bhakdi@JOBhakdi·
1. Competing on price doesn't mean you lose money. Robotaxis remove the largest cost factor per mile, which is the driver. Tesla can undercut Uber by 50% and have 4 times the margin of Uber. 2. The idea that any market would not expand when prices are drastically cut is not realistic. In case of transportation, it's ludicrous. The market also likely doesn't expand lineary, but vastly exponentially. Cutting transportation costs in half doesn't lead to double the usage, but to vastly more usage. 3. In addition to these fixed truths, there is also a new situation emerging in that people will get poorer (unfortunately), and car ownership will be challenging for even more people, which opens up an enormous growth pressure on ride sharing at lower per mile prices.
stroke and distance@StrokeDistance

@JOBhakdi @HALIX000 The entire market is 1.5M vehicles controlled by Lyft and Uber. They’ve said that it’s already saturated. Come in and compete on price so you’re LOSING $ on every ride. Market will NOT get bigger. People will NOT want to be robbed in the back of a vehicle that won’t drive away.

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Nic Cruz Patane
Nic Cruz Patane@niccruzpatane·
Tesla Interior Evolution: 2026 is the year the steering wheel begins to disappear.
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First Squawk
First Squawk@FirstSquawk·
ELON MUSK: CYBERCAB HAS STARTED PRODUCTION – X
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