Kevin Nearhoof 🔋

@marcuslemonis @CAgovernor Maybe we shouldn’t overthink free diapers take the win there’s worse things they do with tax money

@CAgovernor Socialism

FREE DIAPERS COMING THIS SUMMER!

@GigglingGanon Usually if you want to move to an empty seat just wait till after takeoff they will let you need to wait till aircraft is in the air and belt signs are off

This is an interesting one. This woman was flying southwest, right before takeoff she noticed an empty seat that was near hers and took it upon herself to move to the seat. A flight attendant came by, checked her boarding pass and told her if she wanted a different seat she needed to pay for it. She needs to either go back to her assigned seat or she will be removed from the flight. She tells him she does not want to cause a problem so she moves back to her seat. Once in the air a different passanger decides to take that seat that she was told she could not take. Nothing was ever said to that person. Who is in the wrong here? Personally I see fault on both sides.

@RossBinkley @NavyStrang My only complaint with model Y is range the range sucks period

@knear1 @NavyStrang Still, assuming you leave home with 100% charge, even 240 miles range would only require a minimum of 3 stops, though 4 would probably be more comfortable.

Miami to Nashville is a 13 hour drive with no stops. It's a 2.5 hour flight that costs less than $300 (these are round trip prices over the next 2 months). You have to stop to charge your Tesla 6 times, with an average of 25 minutes per stop. The trip total is 15.5 hours if all goes well and the charging cost is 3x the flight cost. You still have to supervise an autonomous car and that's not an easy task over 15 hours. It should be a 2 day trip.

@RossBinkley @NavyStrang Miami to Nashville is over 900 miles and you only charge to 80% at superchargers you will need 6 stops

@teslayoda lol I think I heard that before

This is the last April in which anyone would place a bet against Tesla’s Robotaxi service.

@RossBinkley @NavyStrang A model Y long range only gets 240 miles on the highway and that’s at 100% I heard the new ones are better but that’s what my 2023 gets in Florida

@NavyStrang 6 stops? For 912 miles? Assuming you start off with 100% charge, I could see maybe 3 charges being needed, but 6 seems excessive. I'm going to stop at least 3 times if driving from Nashville to Miami anyway. That being said, yeah, flying is obviously better in most cases.

@TeslaSynopsis @nerdalert The longer it takes the more real competition it will have I’m afraid it’s not going to be the financial windfall everyone thinks

@nerdalert Look at the big picture. Even if one more year to get to 100k Robotaxi, is that really a big deal? Remember when they can do 100k, a million is automatic

Tesla investors understandably have some fatigue from the robotaxi delays.

@nahuelhilal @Tesla I fly back and forth from Miami to Nashville once a month for 2 years and I fly first class on American and have never paid over 400 to fly coach round trip is around 200 first is usually around 380 I think 1 weekend I paid 520 for first and that was the most I ever paid

Yesterday I drove my @tesla 900 miles on FSD from Miami to Nashville and I realized it’s genuinely the better option. I fly that route 2 to 3 times a month. Flights are never under $400. Most times $600. Sometimes $800. Add Uber to and from both airports, or parking garage fees. Then factor in the delays, the cancellations, the security theater, the chaos, the guy next to you who hasn’t met deodorant yet. On the other hand: I pack healthy snacks, press one button, and the car just goes. I took calls. Replied to emails. FaceTimed my family. Ate without pulling over. Did everything I normally do on a travel day, except none of the stuff that makes travel days miserable. My biggest concern going in was range and charging. Here’s what actually happened: My bladder needed one extra stop the car didn’t even suggest. Most charging stops were under five minutes. Total cost for the whole trip was less than just the uber to the airport. And this was the base model Y. Now I’m thinking I should get something comfier and just make this the default.

@nahuelhilal @Tesla I’

@Gal_1010 @amy787 6 factories?

@amy787 Just buy the dip. 6 factories equates to growth. Those who sold out… I’m perplexed as to y but ok

TESLA Don’t believe the FUD. That was a good earnings call. Money will be moving off the sidelines into $TSLA.

@teslayoda Anyone that’s been following Elonabd Tesla for any amount of time knows Elon doesn’t sandbag he’s is always over optimistic so if he says it isn’t happening I would take him at his word

Elon is sandbagging. Tesla is on the verge of launching the world’s first physical AI product at scale. The real-world AI version of the “ChatGPT moment” is coming— it’s called FSD Unsupervised.

@AZheng74 @Dr_Crossroads 1 thing Elon has never done is sandbag he is always over optimistic robotaxi are still a year away from scaling Elon said so himself last night and we know Optimus is at best 3 years away from anything meaningful

Bro, at least keep some shares, so that you can still have the front-row seat to the greatest show on earth. Yes, Tesla stock is volatile. Elon is suck at presenting. Tesla is sandbagging on lot of stuffs. Still, the company is as close to a sci-fiction movie as humanity ever had.

$TSLA I've sold the last of my Tesla position. Tesla has been in a weird place for me for a while. I love the product. I am enamored with how amazing FSD (in a HW4 stack) is, and how excellent the vehicle is. My wife and I aren't likely to buy any vehicle that isn't a Tesla, and I'm already thinking of that nice upgrade (3-4 years from now) for my '22 Model 3. I also would love to own an Optimus at some point. I love the vision, the vertical integration, and wouldn't bet against Elon. Yet the stock is not the company. Tesla has always traded at a premium, but that premium is increasing over time. That's fine if it's in anticipation of significant future acceleration, but it's questionable when that happens. On the call, they stated, “over time, we expect our hardware-related profits to be accompanied by an acceleration of AI, software and fleet-based profits,” but were effusive on the dates. That's probably for the best, as Elon timelines usually need to be extended. Gross margins have improved, and the P/FCF looks like it's improving, but with the CapEx they're needing to do, this ratio will soon be negative. I don't mind buying a stock with extreme multiples, but I see easier opportunities with clearer runways for acceleration elsewhere. Tesla hasn't been a meaningful position for me for over a year, but I'm out for now. I'll still be rooting for the company (and shareholders) even while hoping the stock comes down to more reasonable levels where the R/R fits my portfolio better.

@SawyerMerritt @Tesla Geofencd area hopefully next year no way it happens this year

Elon on when @Tesla FSD Unsupervised will reach customer owned cars: "I'm just guessing, but probably Q4 of this year. We would release it gradually if a particular geography is confirmed to be safe."

@Deandawiz I’ve been invested since 2017 I’m good just don’t like calling it robotaxi when it’s clearly not yet

@knear1 So how come you haven’t sued them for lying about robotaxis?

Waymo only had ~10,000 paid rides in their first year of public operations. Tesla is scaling its robotaxis faster than every other company in the world.

@Deandawiz A grand total of 12 cars

@knear1 Tesla operates autonomous robotaxi service in Austin, Houston, Dallas. Tesla operates ride-hailing in Bay Area running FSD (Robotaxi edition) with a supervisor in the seat that does nothing except look forward.

@AlternateJones And they also said they will be FCF negative the rest of the year

Tesla is now generating > $1.5 billion annually with around 90% margins on vehicles already sold, in addition to the upfront profit from those vehicles. The mother of all FOMOs is coming

@CernBasher @herbertong @thejefflutz The take rate is not 51% it is up 51% it is only 14 % and some of that was from last time to purchase

Incremental FSD Take Rate now over 50%! @herbertong @thejefflutz

@nerdalert You need to re read the financial statement

I'm pleasantly surprised by automotive gross margins coming in >21%. This wasn't driven by credits or anything unusual either, so from a quality of earnings perspective this is quite good news.

@strengthPlan If you bought in 2018 you are good if you bought in 2021 you are hoping for the stock to do what it already did

When will Tesla shareholders be rewarded for holding Tesla stock 5+ years? #tsla