Mateo Fish
4.9K posts

Mateo Fish
@mattfishfish
EV driver and advocate ⚡️
Ventura, CA Katılım Temmuz 2009
109 Takip Edilen213 Takipçiler

Elon Musk appeared more petty than prepared theverge.com/ai-artificial-…
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@GraeschMatt @subdivisionguy You're just wrong here. I've put in 10,000+ miles testing FSD and can tell you that the latest version constantly and accurately predicts potential future events.
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@subdivisionguy The robot driver can never use the thousands of hours of driving experience I have to preemptively know when something bad is likely to happen like a human can. It’s just too qualitative and not enough quantitative. It’s an art, not math…..and I normally side with math
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@GraeschMatt @subdivisionguy You trust your life to technology every time you step on an elevator. And they're very very reliable.
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@subdivisionguy …….and you trust that technology with your (and your family’s) life? Absolutely zero percent chance I’d ever allow a car to drive for me at any speed
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Tesla is operating at a greater scale than anyone else with 1.3 million paid users. They are about to cross 10 billion miles traveled. They’ve generated billions of dollars of revenue from self-driving. And now they’ve got 19 driverless Robotaxis in 3 cities and more than 600 cars total.
Tesla is the only company to deploy self-driving at scale. And yet people like you keep trying to downplay it because it would be embarrassing to you to admit you’ve been wrong for years.
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Elon Musk is the planet’s richest person by far, worth $839 billion as of Forbes’ annual World’s Billionaires list. He also ranks among the least philanthropic billionaires.
Sure, Musk has transferred $8.5 billion of Tesla stock to his charitable foundations (1% of his net worth)—but nearly all of it is still sitting there idle. Only an estimated $500 million, or 0.06% of Musk’s vast fortune, has ever been disbursed to those in need.
His lack of giving raises a question: What would our billionaires ranking look like if the world’s most generous people had never donated a dollar to charity? forbes.com/sites/mattduro…

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It seems like the rollout of FSD v14.3.2 was stopped. In my opinion this was due to the disengagement feedback screen implementation. The biggest issue was the inclusion of and OTHER option and no inclusion of a NAVIGATION option. The screen currently does not time-out and go away unless a button is selected, and until a button is selected the map page is covered up. I don't think any screen feedback option should cover up the entire map screen ever, and without a timeout? This was confusing to me.
This should be an easy thing to tweak, and @yunta_tsai did respond "noted" to a post about this too.
I expect we will have a new version out very soon. @Tesla_AI
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@wholemars Does the table suggest that? I just took it at face value for the differences.
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@TSLAFanMtl The bias is overt, even in the title row. Rivian is presented as the (correct) approach, to which Tesla is (negatively) compared.
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@ICannot_Enough @BradMunchen He's so dumb I'm physically in pain
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This paid $TSLA shill thinks that Tesla's FSD is self-certified by Tesla as a Level 4 ADS. It's not, which is why Musk once again walked back the ramp-up of robotaxis in 2026.
Cybercabs won't be functioning anywhere--even Texas, where stricter AV laws kick in after May 28th.
James Stephenson@ICannot_Enough
@BradMunchen Tesla is producing Cybercabs to use in its Robotaxi service (for parties of 1 or 2, which is >75% of all rides hailed), to run without any human driver or safety monitor, as Model Y Robotaxis already do, using Tesla’s Level 4 ADS, in Austin, Dallas, and Houston.
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@truthandtesla Only 3 more years for next major climb. Hang on.
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@KirstenGrind @susannecraig Do your homework, as this post makes you seem financially illiterate.
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NEW: Elon Musk took $500 million in loans out at SpaceX, a move that would have been illegal at a public company. It's just one example of the years of financial engineering at the helm of his companies. Latest investigation with @susannecraig nytimes.com/2026/04/24/tec…
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@Cyber_Trailer Likely true. They'll just keep increasing the incentive amount for upgrade to HW4. Simpler and cheaper.
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I don’t believe for one second that Tesla is planning on upgrading hardware 3 vehicles that have not purchased lifetime FSD.
There is absolutely no incentive or requirement for Tesla to spend the money to change hardware on a seven-year-old vehicle just because someone may or may not be paying a monthly subscription.
The answer is simple.
They will drop the monthly subscription for supervised FSD. They will make supervised FSD as good as possible on these hardware three vehicles without replacing expensive compute.
Then they will likely upgrade everyone that purchased lifetime FSD to either get them in a new vehicle or retrofit their existing vehicle.
There will be more opportunities for hardware three owners to parlay their license into a new vehicle.
If Elon said anything during that call that was meant to tap down the stock price it was definitely this idea that they are going to upgrade every single Tesla on the road to a hardware 4 equivalent. There is zero chance that that’s going to happen. Tesla has zero requirement or incentive to do so.
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@loganr519 @DBurkland @elonmusk @yunta_tsai It won't take long for most people to realize they're safer being driven by FSD than driving manually. About 4 to 5 years.
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@elonmusk @DBurkland @yunta_tsai I know for a fact, over the years, FSD saved my wife from a highway collision and myself/wife/friend from a deadly/serious incident. This technology is invaluable. This is why my wife, mom, and sister now drive Tesla. Hopefully soon the in-laws as well 🤞
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@TSLAFanMtl Tesla is going to own 85% of robotaxi market, but not fully until 2028-2029.
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@WadeMiller These kinds of experiences are starting to happen daily. FSD v14.2 is already preventing accidents and saving lives.
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I bought a Tesla. Never thought I’d get an electric vehicle, but took a ride in a buddy’s Tesla and changed my mind.
I’ve been using the supervised self-driving mode for my daily commute into DC. It’s pretty amazing.
Today the car suddenly moved into the left lane, very abruptly. In that split second a very large piece of debris blew into the lane I had been in. The Tesla self driving system saw what I couldn’t see.
When I drive I can only see from the perspective of the driver side front seat. The Tesla has multiple censors with different angles of view. It saw what I couldn’t.
Importantly, even I I had seen it at the same time, the split second that it would have taken me to check blind spots and then consciously make the decision to move over would have taken too long. The Tesla knew all these variables simultaneously and almost instantly and was able to avoid impact safely.
Well done @elonmusk and @Tesla team.
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$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.

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