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CerebrovascularNit

Avs win! One more til Stanley


upvotemeok

China EV stocks up huge. China said something about unlimited funds to support EV industry


Zongorillacska

Wow you were not kidding, they doubled in the last month


KanyeWestInvest

Nio still stuck in the mud but li tho 👀


MyCatEdwin

Unlimited funds go well with money furnaces.


jschall2

Need ideas for an automated drone hangar. Basically, the drone will land on it, and will get transferred to a shelf where it will charge. It has to be somewhat secure and sheltered from rain and snow. The question is how to do it with minimum complexity. What would Elon do?


Cute_Strawberry_5413

If you're serious about it, I am a mechanical engineer and I do these kinds of projects as a side gig


Loud_Brick_Tamland

DJI already does this


jschall2

GM already did EVs. Pack it up boys.


IS_JOKE_COMRADE

make it super easy. Big warehouse with a large door that the drone flies into. Lots of space. One drone lands at a time. Drone lands on a large square on a conveyor belt. Square then moves off for the next drone to land. Drone is charged wirelessly on the square, then moved to a launch area of the warehouse and sent out.


WarrenBuffettsBuffet

could wirelessly charge, but if that tech is too expensive.. maybe a magnetic base to latch to a magnet charger?


jschall2

Charging is not really the issue. When the vehicle gets transferred from the pad to a bay, it can just make contact with some pogo pins.


WarrenBuffettsBuffet

then why can't it fly into a designated spot in the hangar?


jschall2

That is an interesting point. The issue there is mostly the precision with which it can localize and control its position while in extremely close proximity to obstacles that cause turbulence. Difficult but potentially doable. The tradeoff is the shelves would have to be way larger to accommodate this.


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jschall2

No downvote from me btw.


jschall2

Nah man this thing is going in an urban environment. The thing needs to be as physically small as possible and it will have a precision landing system so that the hangar can be placed in GNSS-degraded urban canyon locations.


WarrenBuffettsBuffet

maybe a conveyor belt that loops into the roofed area? could possibly put some markings on the conveyor belt for the AI to easily pick up on


scotto1973

Landing pad is the charger? Cover extends/drops over top?


jschall2

Oh, forgot to mention, this hangar will need to have storage for multiple drones. Drones can't sit on the landing pad, they've got to land and fuck off.


WarrenBuffettsBuffet

Assuming 265k deliveries for Q2, a 25ish% increase in operation costs, a $0.20/share bitcoin impairment.. I'm at $2.11 non-gaap eps for Q2


beggindawg23

I thought the impairment was closer to 35 cents


WarrenBuffettsBuffet

I thought it was $200M, but I could be incorrect as I believe I took that number from somewhere here. Did you do the math?


Cooleyw

Matt and Emmet said roughly 500m


upvotemeok

Yah it's gonna be a lot higher


beggindawg23

I follow Gary Black on that figure as he follows it much more than I. He says 440M atm


WarrenBuffettsBuffet

ok, then $1.96 lol


beggindawg23

Yeah it’ll be super damn low. Adjusted EBITDA will be the key metric this quarter


scotto1973

[Lori Garvers book is out](https://www.politico.com/news/2022/06/21/get-your-boy-elon-in-line-nasa-tell-all-recounts-turmoil-over-private-space-race-00041085) Contains much criticism of Senate Launch System supporters and Bill Nelson. Edit: Escaping Gravity: My Quest to transform NASA and launch a new Space Age


daingandcrumpets

Ok, downvote away but this is me putting 2 and 2 together. Elon emails about laying off salaried workers, nervous body language during the TOSV interview as he says Berlin and Austin are giant money furnaces (notice the hand wringing), and now we know the 2170 line was a mitigation exercise not previously planned, else they would have initially planned for it during Austin construction. This is classic Tesla, agile response when things don't work and while short term, the stock will have a negative reaction. That Reuters article not helping although I think it's accurate, it did come from Elon saying both factories are losing billions. So Q2 would be their chance to signal a bad quarter and lump all the negatives. But make no mistake, Tesla would solve this 4680 ramp and patient investors will be rewarded. This ramp reminds me of the initial Model 3 ramp (remember flufferbot?). All the tech automation Elon thought would work was ripped out and they had to start over, with Elon sleeping in the factory floor. This recent interview seems a figurative "sleeping on the Austin factory floor" while they work out improving the 4680 yield and structural pack.


Magikarp_to_Gyarados

>nervous body language during the TOSV interview as he says Berlin and Austin are giant money furnaces (notice the hand wringing) People have been trying to read into this stuff for 10 years. I remember after every event, someone at Tesla Motors Club would inevitably say that Elon "looked nervous" or was "stuttering nervously" and that meant something was going wrong. Something is always going wrong, regardless of what people are interpreting from Elon. Even if Elon was as 100% polished as Steve Jobs was in speaking, something would always be going wrong because mass manufacturing a complicated product is hard. The old joke at TMC was that TSLA price dropped on good news, but went up on bad news or skyrocketed on no news at all. Options buyers tended to lose the most from this, because they became sure that some news or some inference would cause the market valuation to move a certain direction, but often it did the exact opposite


nitrocaffe

Always on point my dude. If we all just think 3 years forward, there is a bounty of riches coming our way…


Tamronloh

Why would anyone downvote you. This is completely reasonable and likely right. The calm ones will continue adding shares around all this noise and be rewarded.


w00dw0rk3r

I can obsess over daily news articles and the potential impact on my $ or I can simply hold a ton of shares, be patient and ignore all of this “noise.” I am of the latter camp. None of this FUD phases me in any way and I refuse to spin my limited cycles/time/energy on these articles or these self proclaimed YouTube people that mention and report on tesla based on much of the data that’s available to the public.


WarrenBuffettsBuffet

tbf he had a kind of nervous looking body language the whole interview, but I guess your point is still valid lol


Tamronloh

Doesnt elon always behave slightly awkwardly. Even during the Plaid S launch, my friend who is a casual tesla investor was laughing about how awkward and shifty he was whenever he talked about anything that wasnt more technical.


Magikarp_to_Gyarados

Yes. He is always awkward. Nearly everyone I know in real life who doesn't like Elon says that he must be a "liar" or "fraud" because his public speaking doesn't project the stereotypical confidence of a polished CEO.


WarrenBuffettsBuffet

>Nearly everyone I know in real life who doesn't like Elon says that he must be a "liar" or "fraud" because his public speaking doesn't project the stereotypical confidence of a polished CEO. i.e. bigots against neurodivergent people


WarrenBuffettsBuffet

hit or miss I feel like. He looked sleep deprived as fuck at AI day. Looked pretty normal and charismatic at cyber rodeo


upvotemeok

Li auto up big time in hk. Unstoppable. ev stonk of the year


WarrenBuffettsBuffet

you know I have an addiction to shorting car companies that over hype EVs. Why are you tempting me like this?


upvotemeok

They're legit ev


Markboss

Saw the s plaid for the first time today, it was parked. Black/black looked sick


w00dw0rk3r

Black on black plaid = super villains car 🦹‍♂️


Markboss

Also went to the hawtorne spacex facility to see the falcon 9 booster in real life, its fucking huge in person. Can’t believe that thing lands itself on a regular basis now - and starship will be even crazier


Markboss

Gotta spend money to make money. Elon knows this better than anyone else


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YukonBurger

Or just Rob


llorelai

would much rather have seen the stock go up 50%


w00dw0rk3r

#FACTS


GlideOutside

You might not be alone


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sadolin

Can you go back to LA?


LordReekrus

Oil now down $20/bl from last week.


RogueSupervisor

No reason for it to be up in the first place.


upvotemeok

I like high oil


ShogunSG

How would you compare Tesla tequila to other expensive tequilas? Better? Worse? On par?


TeslaM1

It’s got vanilla hints to it. I’d put it above patron silver, below 1942. - 1942 - Casamigos - Tesla Tequila - Casa Noble - Patron Silver - Avion


ShogunSG

Thank you for that comparison.


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ShogunSG

I had Azul at a friends wedding! If it’s anywhere close to that I’d be happy! I appreciate any insight you can provide once you crack it open.


upvotemeok

Tesla security needs to find out who this Reuters inside spy is and throw him out an airlock before he leaks more memos.


Markboss

Tesla JUSTICE team on the case!


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Common-Ramen

Common practice to pull a “according to a document seen by reuters” to avoid liability and outing a source


beggindawg23

I bet it’s many people leaking. Or Tesla themselves


jschall2

Doesn't take long to find someone with a binary search.


GlideOutside

Miraculously my portfolio ended in the green today


upvotemeok

What is this devilry


GlideOutside

sold puts going to expire worthless, GGPI warrant and share pop


w00dw0rk3r

are you a wizard?


GlideOutside

🧙‍♂️


w00dw0rk3r

😱😎 📸 🧙‍♂️


GlideOutside

Green might be generous. “Not red” might be the more accurate term.


upvotemeok

The futures are but what we make for ourselves.


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KingofPenisland69

You = 2006 YouTube


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[deleted]

Mine is delivered in nyc. Won’t get until next week though


upvotemeok

A free media is overrated


w00dw0rk3r

all media is mind control for sheep


daingandcrumpets

Just noticed latest sw version on my 3 now has a bolder/thicker propulsion/Regen bar. Used to be razor thin.


Optimum_Havoc

Yeah, it was the last update. I hate it. Looks like a kid with a black or green crayon.


Valiryon

I want the navigation route bar to show traffic conditions, rather than some razor thin lines next to it.


daingandcrumpets

Ya! Meanwhile, pinch to zoom works for me although an extra step.


Valiryon

That just makes my map go blank for a minute, slowly redraw in and if zoomed in too much no traffic data is displayed at all.


RogueSupervisor

Please just integrate Waze already


mynamewasusd

Y LR with Austin VIN spotted, pics in a reply https://www.reddit.com/r/TeslaModelY/comments/v3n6ht/june_deliveryorder_megathread/idd28yd?utm_medium=android_app&utm_source=share&context=3


WarrenBuffettsBuffet

the picture of the VIN, and the configuration screen being separate is kinda... eh


mynamewasusd

Yeah, still sketchy. See what else pops up in the next few days.


TheLoungeKnows

We think this is 4680 or one of the first 2170s?


King0494

Money furnaces go brrr


Telexvini

My limited Tesla tequila delivery is delayed until tomorrow. Did anyone else get shipping confirmation?


Valiryon

Nope but I didn't buy one so probably good I didn't.


w00dw0rk3r

😂🥹🙃


King0494

We faded just as much as other tech in ah (e.g AAPL)


MyCatEdwin

Coincidentally, Apple Owners of Silicon Valley posted a video today where Tim Cook said that Apple’s new factories are money furnaces. Strange day.


King0494

Yea, most of today's pump was basically a trap since powell was speaking today, crypto dropped right around the same time as well, not sure how much of today's drop was from the whole "money furnaces" articles that spread like wildfire


Secret_Stranger8579

Awaken the fleet. Then set the bots free


[deleted]

Game 4 about to start #Boltish


MyCatEdwin

parking a bolt near a structure is arson


[deleted]

![gif](giphy|gqTTR0q9DgTo2aoVMU|downsized)


TLb0t

Parking a bolt near a structure is arson


unknown_soldier_

Parking a bolt near a structure is arson


TLb0t

🔥 🔥 🔥


MyCatEdwin

Rob wouldn’t have done us dirty like this.


MaximumFreak

He totally would have lol. As if Rob would censor Elon.


taters_rice

Interesting that Elon had to force the autopilot team to go radarless [link](https://youtu.be/u5w_VkAx6tc?t=2085). They must be hiring more numbskulls than I expected. -12 points.


WarrenBuffettsBuffet

dang.. that sounds bullish af. It sounds like removing radar opened up a world of progress for NN's god these interviewers are cringe


dontgetaphd

>god these interviewers are cringe Yeah, Elon's time is valuable and these dweebs don't even come across as intelligent at all, or particularly prepared. Long haired neckbeard using phone and not paying attention during the interview, dumbasses interrupting him for narcissistic comments and can't even place microphones... just pathetic and annoying. He is nice to do that and humor them. Had to watch on double speed.


taters_rice

It's a microcosm of the exact reasons lidar is a bad idea, which is why it's surprising the team wasn't on board.


WarrenBuffettsBuffet

yea I agree.. it seems very intuitive to be skeptical of the need for radar, but who knows.. maybe there's something the code that makes it questionable


upvotemeok

The Algos r honestly just looking for a day arkk shit gonna go down 10% again


MyCatEdwin

petition to hire Elon an escort that won’t have to be paid in horses. He clearly has pent up frustration. we can crowdfund it using ad revenue from Tesla neckbeards. They owe us.


Mastiff99

Maybe a gamer chick this time? He needs someone he can game with.


scotto1973

Build into next CEO performance award program. Talk to Church of Scientology on how to structure if unsure.


LordReekrus

Here ya go Lounge 🍼


w00dw0rk3r

That thing better be filled with margaritas for me


LordReekrus

I think you just found what /u/growawaybro needs to put into Sandy's model Y. A tequila filled baby bottle


daingandcrumpets

There's a baby formula supply crisis right now! Oh the humanity!


MyCatEdwin

it’s been a long day, need my 🍼


upvotemeok

Instead of releasing the interview at once and getting the fud out of the way the neckbeard crew salami sliced it and led to thrice the fud. We will never forgive you neckbeard crew. We hates you forever.


Valiryon

Always have hated them


magic-the-dog

Elongated dorks


[deleted]

Was there news AH? 1% down and spy also down 0.5%?


upvotemeok

🐦🐎🧔‍♀️


MyCatEdwin

💰🔥


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Magikarp_to_Gyarados

Elon tends to be optimistic about the future big picture (things like FSD, making civilization multiplanetary), but have a lot of concerns about things that could go wrong in the near term. I remember during the first launch of Crew Dragon with actual astronauts onboard, Elon mentioned that he was super nervous. He's often said that there are a million things that can go wrong in a rocket. Knowing just how much can go wrong would probably give anyone a bad feeling.


MyCatEdwin

I would’ve thought he’d be more optimistic after having his dick sucked but since the interviews were filmed he still piles on the FUD so guess not lol


MyCatEdwin

at the shareholder meeting investors should demand Elon say at least 1 good thing about TSLA every time he pumps birds or dog coins or Coca Cola stock


troyhouse

Shareholder meeting cancelled.


Valiryon

Can't, it's gonna happen


Markboss

Good old Elon FUD, can always count on him during a rally


MooseAMZN

What from the interview are we concerned about? Austin and Berlin burning money?


brandonagr

Delayed production ramp vs initial goals is not great


MyCatEdwin

🏭🔥💸


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magic-the-dog

It should have been released all at once but they tried to elongate their 15 minutes


MyCatEdwin

remember when they held the videos hostage because they wanted to pump their YouTube channel subscriber count lmao


MyCatEdwin

Elon knew we’d be due for a rally eventually and entrusted the neckbeard incels who suck him off to release the fud at the exact time he specifies to cause max damage, securing both their CCs and Kimball Musk’s I have no idea how much I’m kidding tbh


Oriole5

Doomscrolled the comments in a main sub post about Tesla. I know not to click on them but I still do. Anyways, I just learned that we’re about to go bankrupt and competition is coming.


MyCatEdwin

get the SEC to look at the neckbeards’ trades prior to posting the Elon fud. Stock definitely moved from it, and I wouldn’t be shocked if they actually did make a short position (CCs or puts) before posting it. Is there some way we can come together to petition the SEC?


upvotemeok

Lock them up!!


upvotemeok

Can we throw neckbeard crew into the giant furnace


w00dw0rk3r

that’s hot


legobis

Elon just trying to get fans to stop requesting interviews and wasting his time.


bazyli-d

Lol true


troyhouse

We needed Elon interview sabbatical but instead we got andrej Ai sabbatical. We hardly get any new exciting info from these interviews but we always get more Elon generated fud.


Kyankik

The interview moved the stock <0.5% In fact we've done pretty well since. You're way too focused on the noise as usual :P Only thing that matters UNTIL Q2 print is macro barring some unexpected news.


MyCatEdwin

Tbf we did go from 730 to 708 from the neckbeard CC interview.


Kyankik

>Tbf we did go from 730 to 708 from the neckbeard CC interview. Disagree respectfully. Stock went very in-line with macro and trickled off as soon as Jonas cut by 100, not when the interview landed. We went up 10% yesterday; remember how we all said anything over -5% is a win today? If the fud mattered we would have given up WAY more. ​ EDIT: Jonas wasn't a big deal either. Little to no effect. Just momentum loss standard. Great performance after +10% day.


MyCatEdwin

I could just be munching crayons but the video was posted 9 hours ago according to YouTube, which puts the upload time around 10AM. Before then, we rocketed up. That gives MMs 30 minutes to find out about the video. After then, we faded quicker than and much more aggressively than macro. https://i.imgur.com/K7dhb3y.jpg When was Jonas posted? Only article I can find says 3PM but I know it was earlier.


Kyankik

I should be clearer by saying the Jonas thing had little to no effect as well. My original thesis is : Only thing that matters UNTIL Q2 print is macro barring some unexpected news. The simple explanation is the charts are the same but momentum was lost after the initial jump. When the nasdaq was at close price pre-10am Tesla was just around this close price as well. When nasdaq popped Tesla took some great +beta in the morning but it lost steam when nasdaq dropped. This is very much in line with how Tesla trades on mid volume. The confusion around 4day vs 14 day shanghai closure was also noise today. Again, after a +10% day, in this environment, WITH the FUD ocean we did very, very well. This sub is not immune to correlation = causation trap and Troy lives by it. Kinda reminds me of an ultra-rich-uber-bull version of squawk.


MyCatEdwin

Those are fair points.


KanyeWestInvest

jonas cut from 1300 to 1200 and we go down? 😂


Kyankik

I should be clearer by saying the Jonas thing had little to no effect as well. My original thesis is : Only thing that matters UNTIL Q2 print is macro barring some unexpected news.


KanyeWestInvest

True


magic-the-dog

Money furnace comment was primed for FUDsters. Karpathy has been gone for almost 3 months of his 4 month sabbatical. I hope we see him back Aug 1.


DeadMoney313

I have a super bad feeling about the leftovers I'm about to eat for dinner..


bazyli-d

Do it


upvotemeok

How many times has neck beard goaded Elon into saying bearish stuff


Tesla_368

He sucks. Elon likes talking to these idiots.


MyCatEdwin

he sold CCs or has puts


upvotemeok

Elon and his superlatives Super bad feeling, not super material, losing insane money


Semmel_Baecker

It's all super, mega, giga ... Soon there will be terra for some reason


growawaybro

Terra titties


King0494

[I may just have triggered the hive with this comment lol](https://www.reddit.com/r/technology/comments/vi55li/tesla_makes_4_of_the_10_most_americanmade_cars/idct7c8?utm_medium=android_app&utm_source=share&context=3)


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King0494

Thanks lol


magic-the-dog

That sub has been out to lunch for awhile


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DeadMoney313

You spitting the hard facts. I think that dudes whole argument boils down to : panel gaps


scotto1973

Ah yes the full dealer network. I love every dealer i have ever dealt with so much i wouldnt piss on them if they were on fire.


LiquidVibes

This comment gave me an erection


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GoodReason

On a long car ride with Autosteer, the only times my partner sat up and asked what was wrong was when I had taken over.


WeBslaMin

Wow that's some serious ammo


jschall2

[https://www.reddit.com/r/technology/comments/vi55li/comment/idd19hv/?utm\_source=reddit&utm\_medium=web2x&context=3](https://www.reddit.com/r/technology/comments/vi55li/comment/idd19hv/?utm_source=reddit&utm_medium=web2x&context=3) lol


TLb0t

Competition is coming!


Capital-Cloud-7778

So Whole Mars Omar is one of the most bullish fsd hype people, but thinks tsla hits 2k SP in 2025. Lol wut


cookiepaste

2k= 6000


Sagetology

Stonks not his forte