Venture Trader

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Venture Trader

Venture Trader

@venture_trader_

Investor and Trader, mainly focused on $tsla. || No financial advice, just opinions.

Katılım Ocak 2024
315 Takip Edilen269 Takipçiler
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Venture Trader
Venture Trader@venture_trader_·
Tesla is an AI company without AI profits. But what bears miss: valuations are about future expectations, not current earnings. FSD tech looks to be ready and this alone is worth trillions!
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Venture Trader
Venture Trader@venture_trader_·
@aktien_max Stimme zu, entweder direkt jetzt oder noch eine Etage tiefer liegt mAn eine hervorragende Kaufchance, vergleichbar mit jener 2019/2020.
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MAX RAHN
MAX RAHN@aktien_max·
Der Weihnachtsmann war bei $TSLA etwas spät dran. Minus 28% seit Dezember: jetzt ist das Geschenk endlich da. → Cybercab Produktion startet im April. → Autonomes Fahren steht vor der Massenskalierung. Verspätete Geschenke sind manchmal die besten. Kaufst du nach?
MAX RAHN tweet media
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Venture Trader
Venture Trader@venture_trader_·
Elon has far more ownership in SpaceX than Tesla, which creates a potential conflict. His incentive could be to time a merger when SpaceX is highly valued (post-IPO) and Tesla is relatively low. That raises two risks: limited incentive to push Tesla stock higher now, and a potentially unfavorable merger for Tesla shareholders later.
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
NEWS: Tesla will require all @Tesla owners in the Netherlands who activate FSD (Supervised) for the first time to complete a short quiz (video below), ensuring they understand how it works. Here's a new video from Tesla on how FSD (Supervised) will work in the Netherlands:
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Venture Trader
Venture Trader@venture_trader_·
@SBetschinger Schau dir die Google Search Trends zu den Tesla Modellen an, quasi in ganz Europa und in den USA kurz vor ATH mit extrem ansteigendem Momentum. Wenn dieser Indikator auch nur irgendwie aussagekräftig ist, könnten die Tesla Verkäufe u Marge bald durch die Decke gehen!
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Venture Trader
Venture Trader@venture_trader_·
If you want to order the affordable Model Y in Austria/Europe right now, delivery times stretch into August or September. This aligns with strong demand for the Model Y across both Europe and the U.S., as reflected in Google Trends. It looks like we may be at the beginning of a major new wave of interest in Tesla vehicles.
Fabian Pimminger@i_am_fabs

Das günstigste Model Y ist in Österreich mittlerweile bis August-September ausverkauft. Alle anderen Modelle Mai - Juni.

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Venture Trader
Venture Trader@venture_trader_·
@i_am_fabs Wow, Google Trends bestätigt das massive Interesse btw. in praktisch allen europäischen und auch US-Märkten! Auf mich wirkt es so, als stehen wir hier vor einer massiven neuen Tesla-Welle!
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Fabian Pimminger
Fabian Pimminger@i_am_fabs·
Das günstigste Model Y ist in Österreich mittlerweile bis August-September ausverkauft. Alle anderen Modelle Mai - Juni.
Fabian Pimminger tweet media
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Venture Trader
Venture Trader@venture_trader_·
@i_am_fabs Gamechanger! Und es scheint die Sicherheit auch wirklich substantiell zu verbessern, wenn ich die Behördenmitteilung richtig verstehe! Bin echt gespannt, ob die Tesla-Verkäufe in den nächsten Monaten in Europa durch die Decke gehen werden!
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Venture Trader
Venture Trader@venture_trader_·
@SawyerMerritt According to Google Trends, the interest in the Model Y seems to skyrocket in the USA and Europe as well...
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
NEWS: The Tesla Model Y was the top-selling passenger vehicle in China in March 2026, with 39,827 retail registrations, beating all EVs and ICE models. It outpaced competitors across sedans, SUVs, and MPVs. It was also the only premium-priced model in the top ten, standing out in a list dominated by lower-cost domestic EVs and affordable internal combustion vehicles. The Model Y is priced between approximately 263,500 and 313,500 yuan, significantly higher than most competing vehicles in the ranking. Several top-selling models, such as the Geely Galaxy Xingyuan and the BYD Yuan UP, fall below the 100,000 yuan mark. evwire.com/p/china-tesla-…
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Venture Trader
Venture Trader@venture_trader_·
@WR4NYGov If V14.2 wasn't good enough to scale substantially, it would be surprising if V14.3 will be. Actually this should be the most important and prominent question on the upcoming earnings call.
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Warren Redlich - Chasing Dreams 🇺🇸
Suggests v15 is in an early stage of development. My gut says not in pre-training yet. Cortex 2 starts up later this month, fully deployed by August? Training v15 on much larger compute capacity makes sense. Then v15 on AI4 cars by end of year. v14 improving fast means robotaxi might scale soon.
Elon Musk@elonmusk

@Chansoo Our rate of advancement with the small model has been so fast that the large model has not yet caught up. V15 will be the large model.

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Elon Musk
Elon Musk@elonmusk·
Tesla V14.3 self-driving review. The point releases will bring polish. V15 will far exceed human levels of safety, even in completely unsupervised and complex situations.
Zack@BLKMDL3

600 miles in with FSD v14.3 already and here are my thoughts: The improved reaction time is immediately noticeable and definitely quicker than a human could react. Yesterday a semi truck swerved fast into my lane and the car reacted insanely quickly to get me around them. Tesla says it’s 20% quicker but feels more than that- and it was already extremely good. I’ll start by saying FSD was already so great with v14.2 that it’s sometimes hard to find new things, but there some huge apparent changes immediately noticeable with v14.3. To those who think it’s not a big improvement over v14.2.x+, you’ll be very impressed and especially with some more polish. The reinforcement learning upgrades and thinking are noticeable. Parking is where you immediately notice some changes. In the release notes it says that parking is quicker and more decisive and it’s true. It has picked spots closer and quicker to the selected pin. My Y isn’t showing the new P pin graphic for parking pin for some reason, but it’s definitely parking closer than before with more thought to it. Looking forward to eventually getting more options to hopefully park either closer or further away from people. For the very first v14.3+ build, I have to say it’s pretty polished. The only gripe I have is the way it won’t get out of the left lane soon enough on highways. It likes to cruise in the left lane which isn’t ideal, it’s gotten better but the addition of reduction in unnecessary lane changes needs to be dialed back a bit. Lane changes are a huge plus with this build and they are quick, decisive and executed very well, smooth as butter too. Turn signals come on at way better times now in parking lots and at the perfect time on the road. I was lucky enough to get the update with 600 miles left of my 1800 mile Oregon road trip, so I pulled over to install it so I could get as much experience as possible with it to share with you all. So far 600+ miles in, I’m impressed. A few rough edges with the left lane behavior and the last few inches of parking are a bit slow 1/5 times until it puts it into park but with a point release update everything should be dialed in. The 350 mile drive home today from the Bay Area had zero intervention including all parking and charging. One thing I would love to see implemented is a reset button for the FSD stats page. Would be cool to have a specific trip meter for FSD stats on Trip A/B or make your own trip. I’ve been hinting at a pretty cool road trip next month with my 2025 Model 3 so it would be cool to have a reset for that. Speed control seems good on highways, it’s matching traffic speed great. Braking is very impressive for sudden slowdowns, had a big one in San Jose last night it did a great job with from 80-10mph. HUGE improvements with stop sign behavior. The acceleration and deceleration are way smoother than before, much more pleasant. Mad Max takes off strong but again, a better curve than before. Mad Max is also polished a bit and feels great. FSD v14.3 did a great job in LA traffic once I got back and will go out this evening to film videos for everyone on my normal test loops. Let me know if there’s anything specific I should try or check out. Can’t wait to see how v14.3+ progresses especially with the upgraded reasoning coming to all scenarios soon. Some awesome additions here. THANK YOU everyone @Tesla_AI for all the hard work getting this update out. More videos to come.

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Venture Trader
Venture Trader@venture_trader_·
It doesn't make any sense at all not to implement it as soon as it's let's say 1,5x to human safety level. Otherwise not implementing it would mean to produce more accidents due to not implementing it. Yes, sure, the media will publish all accidents initially but 1. it's not possible to avoid it completely, because even with 10x safer accidents wouldn't be 0 and 2. everyone will get used to it very quickly, it's just important to tell everyone the exact safety statistics, like 1,5x, 2x, 5x, whatever.
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Dirty Tesla
Dirty Tesla@DirtyTesLa·
I think FSD just isn't good enough for there to be no one in the driver seat. Maybe 14.3 will change that. But if FSD gets in an accident every 1 million miles, that's 2x better than humans... But if you put 1,000,000 Robotaxi in cities, that's 1 accident per day
Mike P@mikepat711

FSD is basically done. Would love to hear more from Tesla about what the deal is with Robotaxi, because it doesn’t feel like the software should be a major bottleneck anymore at this point. Why does everyone think nothing is happening with expansion? What’s the biggest bottleneck?

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Venture Trader
Venture Trader@venture_trader_·
Supervised FSD should be free, but with slightly annoying attention prompts. Then introduce unsupervised later (!), once users are accustomed to the system, with a long free trial (3 months). This would drive massive adoption. Also add km-based pricing option for low-usage drivers to make it viable for everyone.
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Venture Trader retweetledi
Whole Mars Catalog
Whole Mars Catalog@wholemars·
Tesla needs to continue to evolve their Self-Driving pricing model to increase adoption. With a product this good, sales should be going vertical. It's time to ask some hard questions about what's not working. What do you all think?
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Venture Trader
Venture Trader@venture_trader_·
@fiveyearwaruk @mikepat711 I'm obviously not talking about India or Nigeria here. 🙄 Austin plus SF compared to the rest of the US would be interesting.
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Venture Trader retweetledi
Mike P
Mike P@mikepat711·
FSD is basically done. Would love to hear more from Tesla about what the deal is with Robotaxi, because it doesn’t feel like the software should be a major bottleneck anymore at this point. Why does everyone think nothing is happening with expansion? What’s the biggest bottleneck?
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Venture Trader
Venture Trader@venture_trader_·
@squawksquare He knows what's coming. Maybe not in 1-2 weeks but almost certainly in the next 1-2 years.
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Venture Trader
Venture Trader@venture_trader_·
@elonmusk Why are the cars and even the robotaxis still supervised? What's the unsolved problem here?
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Elon Musk
Elon Musk@elonmusk·
Try out self-driving in a Tesla. It will greatly improve your quality of life and may save your life.
Robert Scoble@Scobleizer

I was on @wholemars space this afternoon while my Model 3 drove me for a couple of hours to drop off my taxes. And found myself quite emotional listening to others' stories about theirs. I'll never sell it. It is the best thing I've ever spent money on beyond marriage and bringing children into the world. During the show it passed 159,000 miles. It is the 7,409th one Tesla made. Stood in line overnight 10 years ago to put down $1,000 before it was even announced. (I have a video over on Facebook of the first 100 people in line that I treasure today. Behind us were more than 1,000 in the Danville store). I really feel sorry for anyone who buys something else. I've driven many others since and they simply aren't even close to as good. Even the Chinese ones. They don't automatically drive nearly as well. My eight year old car is still way better than any other that's out today. Except a new Tesla. I studied automotive innovation most of my career because of my perch in Silicon Valley. When I was a kid the auto industry had its R&D centers somewhere else. Detroit. Stuttgart. Tokyo. Today they all have their R&D centers here in Silicon Valley because this is where the talent is that can build the future. Had the first ride in the Fiat 500. First ride in the BMW i3. First ride in the first Mercedes AI car. First ride in the first Tesla. Because two of my high school friends were killed in wrecks. My last book written with @IrenaCronin has a whole chapter about Robotaxis (written seven years ago). Uber was invented right in front of me in a Paris snowstorm. Did one of the first interviews with Lyft's founder. A week ago had a ride in the NVIDIA Mercedes at GTC. I have the first video of a Waymo EVER driving around a Silicon Valley freeway (it's up on YouTube). I had a front row seat on how Tesla outclassed the whole industry and brought software driven automobiles to the market. No one had done so before. Today my eight year old car is WAY better than when I bought it (I picked it up April 4, 2018). If I'm alive in 10 years we'll see maybe 100 million Optimus robots walking around everywhere and many vehicles that Franz @woodhaus2 and team haven't even dreamed up yet. All driving autonomously. And finally the death rate will start going down because of plans made more than a decade ago. There is a reason why I'm an Elon fan and it goes way beyond him giving me a ride in the first one before he gave his best friend a ride. It builds products the others can't match. Even a decade later. Even after Elon showed them. Even after they tore apart his cars to analyze how they were built. Even after I drove mine to Detroit to give people in traditional auto industry their first look back in 2018. And next comes Optimus, a new Roadster, a new semi, a new car without a steering wheel, a new transportation system, new tunnels to go faster across cities like Las Vegas, and more that I can't even dream up yet and I've been a futurist for a long time. It is so awesome finally seeing many "normal" people get what I've been saying for years and seeing the numbers of Tesla's on Silicon Valley's streets go up and up. So many over the years have given me shit about owning a Tesla. Or supporting Elon. Or being one of the first to take my hands off of the steering wheel and sharing that here on X. They all were wrong. Tesla is the world leader in all of transportation, even if you include all the Chinese new brands, which are making cars with more screens and better seats. Soon everyone will understand that transportation isn't about having a leather dashboard or seats, but about having better AI. And Tesla's is the best. And I'm talking about the AI running in my eight year old car. The AI that runs in today's Teslas is even better than that. And, yes, I know that lots of engineers claim theirs is better. But they won't give me one of theirs to drive around for a few weeks. There is a reason for that. Theirs isn't as safe. Isn't as smooth. Isn't as capable. And by the end of the year everyone will recognize that.

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