@CyberCatX 你是希望他在财报里说，据我们多方评估验证，明年可能都未必能达到安全标准 to scale，还是你希望他继续吹下去， till the tech is ready when it's ready
想想当年fsd怎么一路吹下来的，how many end of the year hype。
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viviwill
378 posts
Transparency 透明度是当下投资特斯拉最稀缺的。
短期股票下跌根本不是问题，甚至Robotaxi推迟也不是问题，问题是当时间线反复推迟，老马没有明确告诉投资人当下特斯拉面对的问题：
比如是什么阻止了FSD实现大规模无监督；是什么阻碍了Robotaxi的扩张落地。
优秀合格的管理层必然能够清晰的告诉投资人公司所面对的机遇与真实困境，应该建立怎样一个预期。当这一层透明度消失，反反复复的空头支票必将导致信任度持续下降。无论Robotaxi能否在今年规模落地，我都希望能在这次Q1财报中听到老马真实透明的想法。
有人说老马没必要向我证明什么，我想说qnmd，作为股东这点知情权都不想有那还是加入脑残粉丝团吧。捧臭脚的脑残粉对特斯拉的毒害绝对不亚于特黑。
CyberCat@CyberCatX
曾经我也觉得老马是神。无所不能，但我的确错的离谱。 这些年看了太多雷声大雨点小的事 Cyberyruck Doge X的everything app Tesla Insurance 4680电池 etc 我越发意识到老马虽然牛逼，但他终究是人，盘子大了也会分心管不过来，犯错看错也不少。作为CEO有着非常明显的优势和弊端，优势是整体的Vision和执行力，弊端是经常给投资人mixed information/过高的短期预期，以及越摊越大的大饼。 投资不能搞个人崇拜和情绪化，一切需要基于事实和理性分析，投资特斯拉这种公司更是如此。当然单纯做粉丝和KOL另当别论，可以🦐jb吹，不基于事实鼓动散户情绪吸引流量。 我仍然投资特斯拉/支持马斯克，但不妨碍我认为他有太多需要向特斯拉股东deliver和证明的东西了。
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wtf did i just read LMAO
ai-powered cows worth $2 billion are using an algorithm called the “cowgorithm” to boost farming productivity (i’m not fucking joking)
- Halter makes ai-powered cow collars that virtually monitor health, location and herd cows
- farmers literally tap a button on the app and the cows gather for milking
- 600,000 cow collars already live
- peter thiel is backing their latest round worth $2 billion
every fucking time i think ive seen the most ridiculous (but cool) application of ai i am proven wrong.
Bloomberg@business
Peter Thiel’s Founders Fund is backing a company bringing AI to cow herding at a $2 billion valuation bloomberg.com/news/articles/…
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@kotecinho Looks cool but wondering how comfortable this could be?
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Thoughts on this proposed Giannis trade that would pair him alongside Steph Curry, per @BleacherReport
Warriors receive:
• Giannis Antetokounmpo
• Kyle Kuzma
• Thanasis Antetokounmpo
Bucks receive:
• Jimmy Butler
• Jonathan Kuminga
• Moses Moody
• 2028, 2030, 2032 FRP
• 2026, 2031 FRP Swap
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@ath33 @TSLAFanMtl Bear case, they think hw5 is needed and wants to minimize class action lawsuit payment they’d be on the hook for
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@TSLAFanMtl Bear case, they think hw5 is needed and wants to minimize retrofits they’d be on the hook for
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Bull case = he expects FSD to see a huge jump in performance in the next month, which will cause a huge increase in FSD demand...and Tesla will increase price of monthly subscription to capture a lot more value over a longer period of time.
Bear case = very few people are paying $8k upfront anymore since the subscription option is so much more economical at $100/month...so may as well delete the option to buy.
Elon Musk@elonmusk
Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.
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Also, I'm not a fan of Rivian's name for the package. You could argue that it is as bad as Tesla's Full Self-Driving.
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As I have been saying for a while, 99% of FSD's potential value is in unsupervised driving.
Until that happens, the price will keep going down.
It's too soon to say where it will settle, but I wouldn't be surprised if it ends up at ~$2,500/$50 a month like Rivian's as soon as next year.
*Walter Bloomberg@DeItaone
RIVIAN AUTONOMY+ LAUNCHING IN EARLY 2026 & PRICED AT $2,500 ONE-TIME OR $49.99/MONTH
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FSD should cost $2,500. Completely agreed.
Disillusioned... 🥷@TeslaTruckClub
right at the price I keep saying Tesla's FSD should be
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In 1971, Michael Caine fell in love with Shakira Baksh after seeing her for just 8 seconds in a TV ad.
Convinced she lived in Brazil, he was ready to fly there, only to learn she was in London. She rejected him 10 times before finally agreeing to dinner... where he "fell in love in eight minutes."
He quit alcohol and cigarettes for her. Married since 1973, they remain one of Hollywood's strongest couples in 2025.
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@scotsrule08 so if it drop 30%+ within warranty tsla should replace it right? But what if the software hide that info from you when it gets there, how do you know.
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@C_A_R_L_A_M_A_R @esidery That team went to the final … and if Malone stayed healthy they could prob win.
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The Kings and Warriors, who had dialogue around Jonathan Kuminga, are widely expected to pick up talks again ahead of the deadline around a bigger framework.
Golden State can build a compelling package around Kuminga, Moses Moody, Buddy Hield for Domantas Sabonis and Keon Ellis.
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@TommyGunnNBA @bballbernat His 3pt% is as bad as GP … and he can’t guard the guards
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@bballbernat He’s solid! Makes some young mistakes, but he’s BIG, plays hard, cuts and passes well, and can stick open 3s.
Needs mins imo.
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Steve hasn’t figured out yet that GP2 is the basketball equivalent of middle reliever at this point in his career.
The 2 game revival against San Antonio was fun, but he’s NOT an every night guy at this point.
I know he’s playing rn bc JK is out, but I’d rather just go with Gui’s size and energy, over GP at this point.
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@AndyKHLiu To watch the final epic win by Podz step back 3 buzzer?
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gonna take my dog for a 2 hour walk
Anthony Slater@anthonyVslater
Warriors starters in Miami Brandin Podziemski Will Richard Moses Moody Gui Santos Trayce Jackson-Davis
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Warriors starters in Miami
Brandin Podziemski
Will Richard
Moses Moody
Gui Santos
Trayce Jackson-Davis
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@JoeVirayNBA What happens to him? Pre season interview he said he got the best practice / shooting in the summer
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