Kithani
Blackwing Lair Raider
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Investing General Discussion
- Thread starter Furious
- Start date
Lambourne
Ahn'Qiraj Raider
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List is by model, Tesla number is for all models.
April 2025, YTD 2025, same periods last year
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So he’s a dinosaur. I’d question his financial insight at age 94..
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Where I live Tesla was the hottest thing, now no leftie would ever buy one. All because of Elon. It’s like night and day. They are still one of the most common cars, but sales are dead. People forget, though, so maybe this is just temporary.
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I guess you missed
Blazin
's reaction? EV car sales don't matter for what TSLA's up to in the future. They're a data/robotics company for the future.
This is my theory, but it's based on what I've read they're up to from various sources (they might have said this directly, I haven't looked it up): The EV market is basically saturated at this point, thus irrelevant to them as a going concern, at least compared to what I'm about to talk about.
TSLA is going to build shitloads of those Optimus robots. They'll make money off selling those for big $$$, and ALSO make money off of all the data those 'personal assistance' robots will have access to. Imagine Alexa that can also make you a sandwich. That means it knows what knives you have, forks, what brand of bread and mayo and mustard you have, and where it all is. What's stopping it from being able to do your finances for you? Tax info, personal accounting info, etc etc all need to be known to accomplish this task. Now imagine someone with access to mountains of this kind of data. Imagine someone who has the power to take away this 'assistant' that a lot of people will eventually come to depend on.
Now imagine that they have the computing power through AI LLM's to process and map all of this data in real time. Not model, but MAP. Suddenly things like market economies and geopolitics aren't probabilistic, but DETERMINISTIC. Meaning, instead of "if I do X, Y has a 80% chance of happening, but Z has a 10% and AA has 10% and, blah blah blah" it ends up being "if I do X, Y is guaranteed to happen". But only if you have access to this info and these systems.
How much would that be worth?
What if someone like Zuckerberg had access to this kind of data. Or Bill Gates with his Malthusian goals for humanity. Think Elon's above selling data like this to people that you might consider bad actors?
And that's not even taking into account what effects neuralink could have on something like this.
It's all scary shit IMO, but incredibly lucrative scary shit.
Blazin
's reaction? EV car sales don't matter for what TSLA's up to in the future. They're a data/robotics company for the future.This is my theory, but it's based on what I've read they're up to from various sources (they might have said this directly, I haven't looked it up): The EV market is basically saturated at this point, thus irrelevant to them as a going concern, at least compared to what I'm about to talk about.
TSLA is going to build shitloads of those Optimus robots. They'll make money off selling those for big $$$, and ALSO make money off of all the data those 'personal assistance' robots will have access to. Imagine Alexa that can also make you a sandwich. That means it knows what knives you have, forks, what brand of bread and mayo and mustard you have, and where it all is. What's stopping it from being able to do your finances for you? Tax info, personal accounting info, etc etc all need to be known to accomplish this task. Now imagine someone with access to mountains of this kind of data. Imagine someone who has the power to take away this 'assistant' that a lot of people will eventually come to depend on.
Now imagine that they have the computing power through AI LLM's to process and map all of this data in real time. Not model, but MAP. Suddenly things like market economies and geopolitics aren't probabilistic, but DETERMINISTIC. Meaning, instead of "if I do X, Y has a 80% chance of happening, but Z has a 10% and AA has 10% and, blah blah blah" it ends up being "if I do X, Y is guaranteed to happen". But only if you have access to this info and these systems.
How much would that be worth?
What if someone like Zuckerberg had access to this kind of data. Or Bill Gates with his Malthusian goals for humanity. Think Elon's above selling data like this to people that you might consider bad actors?
And that's not even taking into account what effects neuralink could have on something like this.
It's all scary shit IMO, but incredibly lucrative scary shit.
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Rangoth
Blackwing Lair Raider
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I read blazin and I even agree with your view and the company vision of TSLA. Heard it many times. I don’t even any personal views on Elon and his stuff but it is undeniable that his association with trump has had an overall negative impact on the brand. Will it recover, absolutely, how long will it take? No idea. Maybe it’s already recovered/recovering or maybe it’s in for some short term pain, but no denying the brand is impacted.
personally I think it will be short lived, but I’m also short on TSLA at the moment. I think it will absolutely take a dive down to find a more moderate and less speculative bottom. I think missed dates and further bad news is in their horizon. What I don’t know is how much, if any, impact it will have on the stock, but my current(30k real money) bet(July puts) is that it will go down again.
personally I think it will be short lived, but I’m also short on TSLA at the moment. I think it will absolutely take a dive down to find a more moderate and less speculative bottom. I think missed dates and further bad news is in their horizon. What I don’t know is how much, if any, impact it will have on the stock, but my current(30k real money) bet(July puts) is that it will go down again.
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Juvarisx
Florida
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Arden
Blackwing Lair Raider
- 2,887
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I guess you missed
This is my theory, but it's based on what I've read they're up to from various sources (they might have said this directly, I haven't looked it up): The EV market is basically saturated at this point, thus irrelevant to them as a going concern, at least compared to what I'm about to talk about.
TSLA is going to build shitloads of those Optimus robots. They'll make money off selling those for big $$$, and ALSO make money off of all the data those 'personal assistance' robots will have access to. Imagine Alexa that can also make you a sandwich. That means it knows what knives you have, forks, what brand of bread and mayo and mustard you have, and where it all is. What's stopping it from being able to do your finances for you? Tax info, personal accounting info, etc etc all need to be known to accomplish this task. Now imagine someone with access to mountains of this kind of data. Imagine someone who has the power to take away this 'assistant' that a lot of people will eventually come to depend on.
Now imagine that they have the computing power through AI LLM's to process and map all of this data in real time. Not model, but MAP. Suddenly things like market economies and geopolitics aren't probabilistic, but DETERMINISTIC. Meaning, instead of "if I do X, Y has a 80% chance of happening, but Z has a 10% and AA has 10% and, blah blah blah" it ends up being "if I do X, Y is guaranteed to happen". But only if you have access to this info and these systems.
How much would that be worth?
What if someone like Zuckerberg had access to this kind of data. Or Bill Gates with his Malthusian goals for humanity. Think Elon's above selling data like this to people that you might consider bad actors?
And that's not even taking into account what effects neuralink could have on something like this.
It's all scary shit IMO, but incredibly lucrative scary shit.
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Kithani
Blackwing Lair Raider
- 1,410
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I guess you missed
This is my theory, but it's based on what I've read they're up to from various sources (they might have said this directly, I haven't looked it up): The EV market is basically saturated at this point, thus irrelevant to them as a going concern, at least compared to what I'm about to talk about.
TSLA is going to build shitloads of those Optimus robots. They'll make money off selling those for big $$$, and ALSO make money off of all the data those 'personal assistance' robots will have access to. Imagine Alexa that can also make you a sandwich. That means it knows what knives you have, forks, what brand of bread and mayo and mustard you have, and where it all is. What's stopping it from being able to do your finances for you? Tax info, personal accounting info, etc etc all need to be known to accomplish this task. Now imagine someone with access to mountains of this kind of data. Imagine someone who has the power to take away this 'assistant' that a lot of people will eventually come to depend on.
Now imagine that they have the computing power through AI LLM's to process and map all of this data in real time. Not model, but MAP. Suddenly things like market economies and geopolitics aren't probabilistic, but DETERMINISTIC. Meaning, instead of "if I do X, Y has a 80% chance of happening, but Z has a 10% and AA has 10% and, blah blah blah" it ends up being "if I do X, Y is guaranteed to happen". But only if you have access to this info and these systems.
How much would that be worth?
What if someone like Zuckerberg had access to this kind of data. Or Bill Gates with his Malthusian goals for humanity. Think Elon's above selling data like this to people that you might consider bad actors?
And that's not even taking into account what effects neuralink could have on something like this.
It's all scary shit IMO, but incredibly lucrative scary shit.
Sanrith Descartes
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Burnem Wizfyre
Log Wizard
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Things certainly look better for me today then they did a month ago, to superstitious to say it and jinx it.
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Sanrith Descartes
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PLTR beat and met, but the stock down about 8%. Karp, being no dummy, raised guidance for the end of the year to try and mitigate.
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