Watuzzi
31.2K posts


@CodysDoor @Alloutnikhil @aelluswamy Some routes with good weather and minimal traffic work decently as a level 3 ADAS. Problem is that it is far from reliable in most all other driving conditions. Average travel distance before a disengagement with the most recent HW and SW is still just over 30 miles in 2026.
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@Alloutnikhil @aelluswamy Ironically, my Tesla self driving has been driving me for about an hour and 15 minutes without intervention since I left my house to the mountains. I’ll get to our cabin in about 45 minutes and will not have touched the steering wheel once.
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.@aelluswamy 🤡🤡🤡
I was trying to enjoy my Friday night but…
You said “it’s 2026 why wouldn’t you solve self-driving with camera”
I paid $15K for FSD it’s not solved on my fucking Tesla. When will it be solved? $tsla
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@NAIRA680411 @Alisha26221 @RockyWired Car 2 would be driving straight on a road with no stop or yield sign, therefore it has the right of way.
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@GrindeOptions If Tesla’s valuation would match big tech, their stock price would be $38.00. If they would match auto industry, they would be $3.80.
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@GreenBoxTrading Neither does 10x the P/E of the average mega cap on top of having negative growth over the last few years.
Tesla/Musk have fooled many for a long time; Bernie Madoff class. It’s always about the next big thing that never monetarily materializes and keeps the con alive.
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@scidood 44% -48% institutional ownership +25% insider ownership doesnt fit cult stock.
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Even though all of this is very obvious to informed outsiders looking in, it’s not easy to short this type of a highly followed cult stock.
The high valuation will keep not making sense until the one day that sane investors become the majority.
Macfarlane@macfarlanemoney
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@teslayoda Maybe because with an average of just over 30 miles per disengagement it’s far from reliable as anything more than an ADAS L3 system.
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@macfarlanemoney Well…
Watuzzi@scidood
Let's be clear, 1 million Tesla robo-taxis by end of next year is Theranos quality fraud. If you have the least bit of technical knowledge of how hardware devices and/or software programs work together, or at least don't believe that science is magic, this is clearly a fraud.
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Watuzzi retweetledi

@InvestInsightio You could have made that same argument almost 5 years ago and every year thereafter would have proven that hypothesis wrong. Earnings have been dropping since 2022, not rising.
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@scidood P/E breaks down here because TSLA isn't priced on current earnings - it's priced on robotaxi, energy, and AI optionality that doesn't show up in financials yet. The auto business alone doesn't justify $100. It's really a bet on Elon executing 3 businesses at once.
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Watuzzi retweetledi

@greggertruck Optimus, yet another overpromise and underdeliver product from Tesla.
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@scidood Meh.. Optimus line is more important than flappy doors imo
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Nailed another one…
Watuzzi@scidood
Say goodbye to the so called Tesla Model S and X “halo” cars. Never mind the Ciberturck never making it out of North America. With combined worldwide sales dropping to just over 10k as of last quarter, production of these three may not last past 2026. arenaev.com/tesla_pulls_th…
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@M1keeuk @ZacksJerryRig You comparing the reliability of Tesla’s attempt at autonomy to brakes and aircraft is the classic example of autonowashing.
Fans were saying same thing you are 1, 2, 5 years ago. Tesla isn’t even claiming it or they would be liable for every accident and death caused by it.
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@scidood @ZacksJerryRig "It works until it doesn't" - like brakes or cruise control or planes or helicopters or computers or and or and or and until my hear doesn't" - stupid vapid argument
GIF
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@M1keeuk @ZacksJerryRig If you are that complacent, then you are putting yourself and the life of others in harms way. It works until it doesn't.
It is capped at below 35 miles on average before an intervention needs to occur to not cause an accident or other unwelcome traffic situation.
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@scidood @ZacksJerryRig Does for ME lol- i just sit and try not to fall asleep! if you tried it in 2026 you would know what we are all daily writing about in the USA!
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@ZacksJerryRig This the same bookmark as Tesla will not get FSD working - your track record is poor
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@BurnerAcco65741 @elonmusk This isn't a real statement by one of the victims, is it?
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