Understanding Tesla's Current Stock Valuation

Here are the pros & cons for me a.t.m. No position.

- Robotaxi hasn't had any serious incidents
- It hasn't repeated any minor mistakes
- It's expanding really quickly
- Waymo is having more incidents, per City of Austin

On the con side, losing those regulatory credits is gonna be brutal.

Number of incidents is irrelevant. It's the number of incidents per vehicle miles traveled that matters.

Tesla has safety drivers in all of its vehicles. Scaling will be difficult if they can't operate in truly autonomous mode.
 
I am sure all autopilots will have these situations to deal with in court sooner or later. Nothing is perfect and it is really part of doing business. However, the problem is Tesla jump ahead of other autopilots by using vision cameras only and skip the lidar, and that can give them a huge disadvantage in safety margin and goodwill of the legal system when things eventually happen.

I'm sure eventually everyone will get there and vision will be good enough, not just Tesla, when the tech is commoditized. It is just that the risk and reward of doing it as the 1st one alone can be very high.
 
Picked up my two Grandsons from El Paso airport yesterday.

The youngest grandson, five years old points at a vehicle and states "look a cyber truck". I had no idea he knew if a cyber truck, and am sure he could not point out a make or model of any other vehicle.

And of course this Cyber truck owner is getting attention to his business that he would not get with a suv or pickup. The cyber truck makes it so easy to have awareness of this specialty pipe repair business.

Greatest vehicle loss leader since the viper or prowler.

Without a doubt I would purchase a cyber to market certain businesses or services.


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Picked up my two Grandsons from El Paso airport yesterday.

The youngest grandson, five years old points at a vehicle and states "look a cyber truck". I had no idea he knew if a cyber truck, and am sure he could not point out a make or model of any other vehicle.

And of course this Cyber truck owner is getting attention to his business that he would not get with a suv or pickup. The cyber truck makes it so easy to have awareness of this specialty pipe repair business.

Greatest vehicle loss leader since the viper or prowler.

Without a doubt I would purchase a cyber to market certain businesses or services.
Lotsa CTs around here. Many are full of advertising. Very few have something in the bed; more like none...
Just my unscientific analytics...
 
Lotsa CTs around here. Many are full of advertising. Very few have something in the bed; more like none...
Just my unscientific analytics...
Don't they all have a built in cover? How would I know if there empty?

There are now 4 CT's within a few blocks of me. New one showed up this weekend. And one Lightning - well there harder to spot so maybe more, but they sound awful?
 
Crossed my feed. Tesla is dumpin their supercomputer / in house AI chip efforts.

Reposting the Yahoo version of the Bloomberg article as the original is behind a paywall. https://finance.yahoo.com/news/tesla-disbands-dojo-supercomputer-team-214056292.html

"Tesla Inc. is disbanding its Dojo team and its leader will leave the company, according to people familiar with the matter, upending the automaker’s effort to build an in-house supercomputer for developing driverless-vehicle technology."

"Tesla plans to increase its reliance on external technology partners, including Nvidia Corp. and Advanced Micro Devices Inc. for compute and Samsung Electronics Co. for chip manufacturing, the people said."
 
It seems many base their thoughts on TSLA stock valuation solely on their vehicles.... Let's hope not if the Cybertruk is the standard!

It is the data the cars collect. Yes, it is key for autonomous driving, etc, but that is the easy part. The data offers insights for insurance, driving patterns and most important business models. Tesla can sell licensing or sell data insights to other companies.

Oh yeah, ever heard of AI? Data is the basis, the foundation.
 
All stock investing is about the future.
Tesla was burning cash in 2018 witht the new Model 3 mfg lines breaking down. They put up the tents; our car was built in one. I should have bought stock instead of the car, right? Who knew?

Tesla just signed a $16.5M contract with Samsung. Any other car companies code their own firmware?
You are right about the big guys selling more cars, have tons more revenue, etc. They also have lower margins and lose $$ on every EV sale.
Actually a few I think. If you check out an article that I wrote a few years ago many auto manufacturers are switching their infotainment to agl or Automotive grade Linux. I know it's being used for the Infotainment systems, and may Also be used for vehicle firmware.
 
Picked up my two Grandsons from El Paso airport yesterday.

The youngest grandson, five years old points at a vehicle and states "look a cyber truck". I had no idea he knew if a cyber truck, and am sure he could not point out a make or model of any other vehicle.

And of course this Cyber truck owner is getting attention to his business that he would not get with a suv or pickup. The cyber truck makes it so easy to have awareness of this specialty pipe repair business.

Greatest vehicle loss leader since the viper or prowler.

Without a doubt I would purchase a cyber to market certain businesses or services.


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According to Cox automotive Tesla needed to sell st least 300,000 per year to break even on their 2 Billion plus dollar disaster.
 
According to Cox automotive Tesla needed to sell st least 300,000 per year to break even on their 2 Billion plus dollar disaster.
Seems you have a axe to grind against Tesla..... Not sure why as the only US vehicle manufacturer to build a complete manufacturing plant from scratch in the U.S. in this century.

Maybe you hate the U.S.? Don't want to see the U.S. successful and are subconsciously rooting for China?
 
Seems you have a axe to grind against Tesla..... Not sure why as the only US vehicle manufacturer to build a complete manufacturing plant from scratch in the U.S. in this century.

Maybe you hate the U.S.? Don't want to see the U.S. successful and are subconsciously rooting for China?
Wow comments that make no sense. This has nothing to do with the USA or china. Did I mention either in my post? Cox automotive was able to dig into what Tesla has spent towards the Cybertruck and how many they'd need to sell to make money, nothing more nothing less. Others posted on here that Tesla could have built a Ford Maverick sized truck instead of the Cybertruck. This was just a post highlighting the cost of the Cybertruck.
 
Wow comments that make no sense. This has nothing to do with the USA or china. Did I mention either in my post? Cox automotive was able to dig into what Tesla has spent towards the Cybertruck and how many they'd need to sell to make money, nothing more nothing less. Others posted on here that Tesla could have built a Ford Maverick sized truck instead of the Cybertruck. This was just a post highlighting the cost of the Cybertruck.
If they wanted a lower cost outcome they would have simply used an existing production line - ie make a model Y variant pickup just like the maverick is a Escape variant - or whatever.

Instead they decided to make a clean slate design with its own production line and all kinds of crazy - like 4 wheel steering and stainless steel body, etc.

In a nutshell, I don't think cost or profit was a formula in the design team. I have been on enough design teams and if those were the constraints there is no way they end up with this. For whatever reasons - at the time they did it they simply didn't care. But it certainly was not due to a simple mistake.
 
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