Pete 🐐🥛

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Pete 🐐🥛

Pete 🐐🥛

@peteoconnell

$TSLA 🪑 holder | CFA Charterholder |

New Jersey Katılım Nisan 2009
1.7K Takip Edilen1.5K Takipçiler
Pete 🐐🥛
Pete 🐐🥛@peteoconnell·
Watching the Mets on SNY right now
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Tesla Robotaxi
Tesla Robotaxi@robotaxi·
Robotaxi now rolling out in Dallas & Houston 🤠
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Tesla Robotaxi
Tesla Robotaxi@robotaxi·
Golden era
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Konstantin
Konstantin@prostocon·
@peteoconnell @Brand0n @wholemars In other words, breaking loyal customers over the knee will propel the company, right, right? Btw, hw3 production stoped only 2+ years back.
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Pete 🐐🥛
Pete 🐐🥛@peteoconnell·
@DirtyTesLa @SawyerMerritt Average voter has $1mil in Tesla stock and wants Tesla to prioritize legacy hardware over multi trillion $ opportunities shows how irrational the question is.
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Dirty Tesla
Dirty Tesla@DirtyTesLa·
@SawyerMerritt I get why people are frustrated since this question has been asked and answered so many times... but it shows the top concern of shareholders, and it shouldn't be dismissed.
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Pete 🐐🥛@peteoconnell·
@AnthonyLewayne @Brand0n @wholemars That’s your choice. Elon already said they’ll upgrade hardware for free once FSD is solved. Take the FSD transfer or wait. Prioritizing legacy hardware over the company’s trillion-dollar future hurts every shareholder. Stupid question.
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Pete 🐐🥛
Pete 🐐🥛@peteoconnell·
@Brand0n @wholemars As a shareholder I couldn’t give a fuck about HW3 owners. Thats not going to propel the company forward. They’d actually be in the wrong in my eyes if they derailed progress to fix your 7 year old car.
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Pete 🐐🥛
Pete 🐐🥛@peteoconnell·
@Brand0n @wholemars That’s your choice. You now wait. Elon communicated when they solve FSD they will upgrade the hardware for free. Stupid question.
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Brandon
Brandon@Brand0n·
@peteoconnell @wholemars Not buying an entirely new car for the latest FSD when my old paid off car is owed the latest FSD
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Pete 🐐🥛
Pete 🐐🥛@peteoconnell·
@Brand0n @wholemars They haven’t even solved unsupervised and scaled robotaxi and you want them to worry about people with 6+ year old cars getting a slightly better version of supervised rn?
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Brandon
Brandon@Brand0n·
@wholemars Where’s the HW3 computer upgrade or V14 Lite? The issue is the lack of communication
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Pete 🐐🥛@peteoconnell·
@SawyerMerritt 500k+ shares…maybe should have taken the free transfer and get a new car 🤔
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Elon Musk
Elon Musk@elonmusk·
Cybertruck is so awesome. Until you’ve tried it out, you have no idea, because there’s nothing like it. Best product Tesla has ever made to date.
Cybertruck@cybertruck

Cybertruck is extremely comfortable on long trips especially thanks to: – Minimal body roll – Comfort Mode on FSD (gentler acceleration & braking, softer damping, smoother handling) – Air suspension + self-leveling keeping the truck flat even with load

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Pete 🐐🥛
Pete 🐐🥛@peteoconnell·
@mehauff7 @bgurley @typesfast You assume there’s a human in the loop here. Economics of a robotaxi is vastly different. Tesla Cybercab is designed to maximize downtime using compute for inference.
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Ryan Petersen
Ryan Petersen@typesfast·
Why does Waymo spread their cars across dozens of cities? They should completely saturate one city til they match Uber’s pick up times. I assume they’re trying to lose because winning in self-driving means putting too many people out of work, making Google look like a villain.
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Pete 🐐🥛
Pete 🐐🥛@peteoconnell·
Fair point on current cost structures peak/trough swings of 4x make 25% penetration the smart play when vehicles are expensive. But as Tesla scales robotaxis at a fraction of the cost, the TAM explodes with cheaper rides. That flips the economics and makes saturating markets viable (and more profitable).
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Bill Gurley
Bill Gurley@bgurley·
@typesfast Nope. Peak to trough is 4x each day. Way more economic to skim in the 25% penetration range.
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