Clayton

@sokane1 They use it on a few test vehicles when validating autopilot/FSD changes. It's not in any consumer cars. It just lets them verify that the camera system is accurate by having something to compare to.

That's a lot of crutches techcrunch.com/2024/05/07/tes…

@shaunmmaguire Looks like a population density map

This should be investigated / verified And if confirmed it’s a gigantic finding

@SawyerMerritt @theinformation Elon unfollowing you is BuLlIsH - some simp in denial somewhere

This is what happened: Omar and I posted an article from @theinformation last night that we saw online. It was a public article that referenced an internal Tesla email from Elon Musk to his executives.

@EverydayTesla @SawyerMerritt @theinformation Elon is weak

@SawyerMerritt @theinformation If that’s why Elon unfollowed the both of you, that’s weak.

@garyblack00 They need to raise prices on Y to subsidize and lower prices on 3 in US

How do we think about $TSLA at $165? Absent a $25-$30K EV until early 2026 to fight the plethora of $25K-$30K competing EVs and a nascent TSLA advertising strategy, it’s hard to be bullish. TSLA can cut prices on M-3 in the interim but there’s limited inventory on M-3 Highland so price cuts don’t make a lot of sense. FSD v12.3.3 is a nice add-on that can sell more Teslas, but not at $12K or $199/month. Using $AAPL as an analogy, the most appropriate sales strategy may be expanded comms to ICE users to convince them to go EV: Lower upfront and ongoing costs, charging convenience, better tech, near-autonomy (with proper disclosures), safer, good for the environment, etc.

@fredlambert 4% isn't a "surge"

Tesla deployed a record 4,053 MWh of energy storage products in Q1 2024. In comparison, Tesla deployed 3,889 MWh in Q1 2023 and 3,202 MWh in Q4 2023. While Tesla's EV growth is on pause, energy storage is still surging and should surge even more throughout the year as Lathrop's Megafactory is still ramping and Megafactory Shanghai could come online fast. However, don't expect this to make a significant difference in Tesla's financials. Tesla's $$$ is still driven by automotive, and this is going to be a bloodbath this quarter. $TSLA $TSLAQ Maybe it's time to look at the leadership/board?

@GuyDealership Please stop poisoning the air

BREAKING You might not own an electric vehicle by 2032, after all. The EPA is *easing* its emissions rule ramp-up after major concerns from the car industry. Percentage of EVs by 2032: Previous plan: 67% Current plan: 30-56% Dealers and consumers - how do you feel about this? Tell me below. Will compile responses and summarize sentiment. (via EPA, Auto News)

@MSA45179622 @nntaleb That's probably all it is

@nntaleb Surely not as simple as being fat being the confounder?

Yes, I heard about this. Trying to figure out the puzzle.

@nntaleb Looks entirely confounded. Babies driven home in Mercedes live longer. People who drink champagne every day live longer. Etc. IF has no special benefits, but also this "study" is whack. Overweight people have more heart attacks and also try things like fasting to lose weight.

@garyblack00 Glad you stopped calling for buybacks

$TSLA FY’24 EPS has dropped to $2.98 (-47% past 12 months), FY’25 to $3.98 (-39%), and FY’28 EPS to $11.82 (-28%). Averaging these, one can say TSLA has lost -38% of its earnings power over the past 12 months. Long-term earnings drive valuation and stock prices. TSLA FY’24 P/E is now 55x ($164/$2.98 = 55x). TSLA FY’25 P/E is now 41x ($164/$3.98 = 41x). Both are highest among Mag 7 stocks. TSLA WS 5-year forward volume and eps growth rates are now +18% CAGR and +29% CAGR respectively. TSLA 2024 PEG is now 55x/29% = 1.9x PEG, so avg for the Mag 7 (AAPL 2.6x PEG, NVDA 1.5x PEG, GOOGL 1.3x PEG).

@jmwilt21 Tesla should allow hands free

Don’t be that guy who thinks that FSD and Ford’s Blue cruise are the same thing. I am a fan of blue cruise and it’s great for roadtrips, but it only works on pre-mapped highways. FSD works on every single road, and it will navigate for you. It’s not perfect, but it’s clearly on a different level of drivers assist than blue cruise. Either Zach knows better but chooses to spread misinformation, or he somehow still hasn’t grasped the differences despite using both extensively. Not sure which is worse.

@jvarmazis @nntaleb Direct truth telling is refreshing

How can you detect a BS vendor (consultant): they use generic words like: "(...) mission to solve/fix a problem" vs "We fix your bathrom drainage problem using plumber's snake, auger, and/or a high-pressure water jet to clear the blockage."

@squawksquare Headed to 120-150

What the hell just happened? $TSLA

@LstLineOfDfense @solarfangirl @fredlambert This

@solarfangirl @fredlambert If the followership of Electrek would be considered biased against Musk, you may want to think about what that means

Electrek ran a poll on this today and majority of our readers seem to think Tesla would be worth more without him now.

@arny_trezzi @squawksquare If the stock was up, it would be a sign Elon was doing something right

@squawksquare Would you say this if the stock were up?

Elon used to be Tesla. He’s not any longer. Now, Elon is X. He is most valuable to Space X but NOT Tesla any longer. Tesla would thrive without him being tied to the company. He can then continue his X ranting and we’d then care less from a shareholder perspective. It’s time for him to step down or step up. $tsla

@muscleforlife Lifting > strong autophagy > less cancer

Study: After analyzing 80,306 adults aged ≥30 years, with 5,763 deaths over 736,463 person-years of follow-up, researchers found that doing at least 2 sessions of strength training per week was associated with 23% lower all-cause mortality risk and 31% lower cancer mortality risk. A dose-response relationship was observed as well--higher volume/frequency of strength training was linked to greater reductions in mortality. pubmed.ncbi.nlm.nih.gov/29099919/

@squawksquare @Yahoo If only Elon was likeable

Tesla paid no federal income taxes while paying executives $2.5 billion over five years. This is going to be blasted all over the media the next number of days. The media just digs for information on $TSLA to hurt the company and Elon. yahoo.com/tech/tesla-pai… via @Yahoo

@brandenflasch At least it has a horn

Refresh Model 3 would be substantially better and easier to recommend if it had stalks. The only true negative I can come up with for this car. (Assuming the form factor generally meets your needs)

@TheOnlyEVGuy @greggertruck @peterdog15 4 to a truck it seems

@greggertruck @peterdog15 Do they just ship them one at a time?

THREEHUNDREDANDSEVENTEEN CYBERTRUCKS. 317 is a lot of steel. 317 is almost more than the RC builds. 317 Cybertrucks is what was seen on site TODAY. Cybertruck is ramping. PLEASE watch @peterdog15 flight today! youtube.com/watch?v=LJ2YxO…

@greggertruck @peterdog15 Austin service centers are overflowing with CTs too. Must be waiting on a part to finish them.