DAMOtm

217 posts

DAMOtm

DAMOtm

@DAMOM3P

Family, Drilling & TESLA. The drag strip is my happy place and our local track is my second home.

Perth, Western Australia Katılım Ocak 2022
128 Takip Edilen43 Takipçiler
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DAMOtm
DAMOtm@DAMOM3P·
@Tesla_AI @tesla_wa @elonmusk FSD V13.2.9 on the DRM private track in Perth Western Australia with no nav data or road signs to read from. Hoping we get Mad Max in Australia to make this more exciting 🤖 🚗 🇦🇺
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RT@RT_com·
‘Where are the two pilots that crashed and were rescued in Iran? ‘ ‘Why don’t we know anything about them?’ — MTG
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Dan O'Dowd
Dan O'Dowd@RealDanODowd·
Elon Musk calls Tesla Full Self-Driving v14.3.2 the "last piece of the puzzle" for unsupervised self-driving. But his defective software is still making basic safety critical errors like speeding in school zones. Why does anyone believe a word this charlatan says?
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Nic Cruz Patane
Nic Cruz Patane@niccruzpatane·
Elon Musk on upgrading FSD hardware for customers who bought FSD on HW3 vehicles during today’s Q1 2026 Earnings Call: “Unfortunately, HW3, I wish it were otherwise, but HW3 simply does not have the capability to achieve Unsupervised FSD. We did think at one point it would have that, but relative to HW4 — it has only 1/8th the memory bandwidth of HW4, and memory bandwidth is one of the key elements needed for Unsupervised FSD, and it's just generally a thing that's needed for Al. If you're doing an order aggressive transformer, memory bandwidth is the choke point. For customers that have bought FSD, what we're offering is essentially a discounted trade-in for cars that have Al4 hardware, and we'll also be offering the ability to upgrade the car to replace the computer — you also need to replace the cameras, unfortunately, to go to HW4. To do this efficiently, we're going to have to set up micro-factories or small factories in major metropolitan areas in order to do it efficiently. I do think over time, it’s going to make sense for us to convert ALL HW3 cars to HW4 because that’s what enables them to enter the Robotaxi fleet and have Unsupervised FSD.”
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DAMOtm
DAMOtm@DAMOM3P·
@FredLambert @elonmusk A guy with no real job telling the richest guy in the world how to run his 1.5 trillion dollar company 🙄
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Fred Lambert
Fred Lambert@FredLambert·
@elonmusk An era that didn’t have to end. You could have introduced the latest battery cell tech for faster charging, more range. You could have brought steer-by-wire, rear-wheel steering, bidirectional charging. Model S/X could have stayed competitive with other luxury EVs.
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Fred Lambert
Fred Lambert@FredLambert·
$TSLA folks were plain wrong about Waymo scaling. @elonmusk was plain wrong about Waymo. Tesla was wrong to give up on sensor fusion. It was wrong to sell a driver-assist system as 'Full Self-Driving'. These are not controversial statements. They are simply facts.
Waymo@Waymo

We’re moving the needle 📈 We’ve officially doubled our paid rides per week in less than a year. This is what responsible and effective scaling of autonomous technology looks like.

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DAMOtm
DAMOtm@DAMOM3P·
@gnoble79 Bruh your a massive flog aye, no one cares
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George Noble
George Noble@gnoble79·
Tesla is a $1.3 trillion company that sold fewer cars this year than last year. And fewer last year than the year before. That should tell you everything you need to know. 2 consecutive years of declining deliveries. Down 9% in 2025 to 1.63 million vehicles. The steepest annual drop in the company's history. And 2026 is starting even worse - US sales down 17% in January, Europe down 44% across major markets. France down 42%. Netherlands down 67%. Norway down 88%. BYD passed them as the global EV leader. In the UK, BYD outsold Tesla 2 to 1 last month. The brand is in FREEFALL. Brand Finance measured a 36% collapse in Tesla's brand value last year - down to $27.6 billion, less than half its 2023 peak. In California, their most important US market, share dropped from 11.6% to 9.9%. And the stock trades at 365 times trailing earnings. Let me say that differently: Tesla earned $3.8 billion last year. The market is valuing those earnings at $1.3 trillion. You are paying $365 for every dollar this company earns. The bull case has completely abandoned the car business. It's all robotaxis and Optimus robots now. They discontinued the Model S and Model X. They told investors on the last earnings call to stop focusing on vehicle deliveries and start thinking about "transportation as a service." So in other words: please ignore the business we actually have and value us on the business we MIGHT have someday. Trust me, every time management tells you to look over there instead of over here... LOOK OVER HERE. The car business is deteriorating. Margins are compressing. Competition from BYD, Volkswagen, and a dozen Chinese manufacturers is intensifying quarter by quarter. The $7,500 federal EV tax credit is gone, which effectively raised the price of every Tesla overnight. And instead of addressing any of that, they're doubling capex to $20 billion this year - almost entirely directed at AI and autonomous driving infrastructure. So you have a company with shrinking revenue, shrinking deliveries, a damaged brand, and intensifying competition pouring $20 billion into a technology that hasn't been proven at commercial scale. On 365 times earnings. Even if you give them the most generous robotaxi assumptions imaginable (full regulatory approval, nationwide deployment, dominant market share) you still can't justify this valuation. The present value of that optionality doesn't come close to $1.3 trillion when the core business is going backwards. I think this stock goes down 90% from here. Not because Tesla is worthless. They'll sell cars. The energy storage business has potential. But the equity is priced for a future that isn't coming on the timeline the market expects. A $37 stock. That's where the math takes you when you strip out the narrative and price what actually exists. I know that sounds extreme. But 45 years of doing this has taught me something: When you can see the seams on the fastball, you SWING. I can see the seams.
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Dan O'Dowd
Dan O'Dowd@RealDanODowd·
“I jumped on the brakes!” Watch @Tesla FSD v14.2 ignore a flagger’s stop sign, forcing the driver to disengage and hit the brakes. @ElonMusk says FSD can read signs. Do you believe him?
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Fatima PTI
Fatima PTI@FatimaPTI_IK·
Iran make my Eid special ❤️ Thank you Iran
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Perro Peruano
Perro Peruano@PeruanoPerro·
@BoGhazwa @IBN_Now He is not moving the concrete block, he is tripping over it as he starts running desperately.
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Ghazi
Ghazi@BoGhazwa·
@IBN_Now A guy moving concrete by hitting it while running 🤣🤣🤣🤣
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Oli
Oli@CARN0N·
Why do I even bother to park at the very back of the car park when someone still comes and parks next to me?
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Ryan's Model Y
Ryan's Model Y@ryanjaycowan·
Wow ... contrary to this interview, I would actually be recommending to most Australians, REGARDLESS of a fuel crisis, to seriously consider switching to an EV.
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Paul Weik
Paul Weik@pweik69·
@ryanjaycowan We don't have the infrastructure or the power generating capacity for everyone to have an EV, and that's before you get to the fact that MOST family households can not afford to upgrade to a new car. You state things like there is magic behind it.
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Levant Wire
Levant Wire@LevantWire·
BREAKING: AERIAL VIEW OF THE DESTRUCTION IN ISRAEL
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James Tate
James Tate@JamesTate121·
Tel Aviv is leveled.
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Dan O'Dowd
Dan O'Dowd@RealDanODowd·
Watch @Tesla FSD v14.2.2.5 attempt a dangerous merge and almost cause a collision with a semi truck, forcing the driver to disengage! @ElonMusk calls this dangerous and defective software “mind-blowing”. FSD must be banned.
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Dan O'Dowd
Dan O'Dowd@RealDanODowd·
In 2019 @ElonMusk said that Tesla owners would be able to sleep in their cars by 2020. 7 years later, he's still claiming he's close. He isn't. Why does anyone believe a word Musk says?
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Dan O'Dowd
Dan O'Dowd@RealDanODowd·
Tesla is losing the robotaxi race. Waymos are travelling 448,430 fully autonomous unsupervised miles every single day. Tesla has just eight unsupervised Robotaxis, seven of which haven't been spotted for two weeks. Assuming all eight of Tesla's Robotaxis do the same daily milage as a Waymo robotaxi (149 miles), it would take Tesla's unsupervised fleet a decade to do what Waymo does in a single day. That's how far behind Tesla is. Remind me again, which is the company that can't scale?
Waymo@Waymo

Over 200 million fully autonomous miles wrapped and millions to go! ✨ A huge thank you to our riders for helping us make roads safer for all.

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Dan O'Dowd
Dan O'Dowd@RealDanODowd·
Watch @Tesla FSD v14.2.2.5 react to the wrong traffic light and try to drive through a red light, forcing the driver to disengage. @ElonMusk’s defective software puts road users at risk every day. It should be banned immediately.
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SporttyStuff🥊
SporttyStuff🥊@retardedusa·
@DailyMail Elon musk rubbish self-driving car that can't even drive a dog. Elon Musk is a fraud.
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Daily Mail
Daily Mail@DailyMail·
Tesla must pay quarter of a BILLION dollars to family of woman killed after Model S driver crashed into her while bending down to pick up his phone trib.al/E4nos9r
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