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  1. Tinker71

    FSD price increases to $15k September 5th

    You guys bring up some interesting points with the back country shuttles and sending the CT to park somewhere cheap. My experience with back country parking is there are no lines and people do funky stuff sometimes blocking others in. I am not sure your CT will want to straddle a ditch to...
  2. Tinker71

    FSD price increases to $15k September 5th

    All transitions are happening faster. The robotaxi tech will be incredible in 5 years. It is the city scape that will take time to change. Less need for parking, more building infill or parks. The economic shift is the hard part. Fewer cars in general, smaller share of the economy for...
  3. Tinker71

    FSD price increases to $15k September 5th

    Tesla doesn't say how many FSD subscriptions are actually purchased. Maybe it is a bait a switch to get people to actually purchase enhanced Autopilot. $6k looks like a value next to $15k.
  4. Tinker71

    FSD price increases to $15k September 5th

    Good perspective. I think the differentiator is the app/AI that will allow you to make real money. Your car with FSD is pretty helpless to get customers. Nothing in the FSD contract says there will be a Robotaxi function. (I have never looked at it, so correct me if I am wrong) Sure you...
  5. Tinker71

    FSD price increases to $15k September 5th

    I think you are spot on. I envision several products managed by Tesla AI. The Robotaxi application for providers. This is over and above FSD. As you say FSD is for individuals. The Robotaxi app is going to destroy Uber and change transportation as we know it. Tesla will also...
  6. Tinker71

    FSD price increases to $15k September 5th

    By raising the price they make people that paid $12k for almost there FSD feel better. I think Tesla will actually honor fsd pricing on reservations. It doesn't really cost them much and will take the sting out of the other price adjustment. My reservation was for $8k but unless fsd is...
  7. Tinker71

    Artificial Intelligence DALL-E 2 imagines Tesla Home Products

    It was a slow day. Had to stir some shit up. The topic was weird anyway.
  8. Tinker71

    Artificial Intelligence DALL-E 2 imagines Tesla Home Products

    I don't think they needed to prove damages. They just needed to send a cautionary message about market manipulation. Sorbanes Oxley or Dodd Frank where both pre twitter. Twitter and alternate truths are a weird deal and nothing has been updated to regulate this informal yet public...
  9. Tinker71

    Artificial Intelligence DALL-E 2 imagines Tesla Home Products

    The SEC is the only thing that gives that common person access to the markets. Without the SEC insiders and the people that can afford them would make all the money at the expense of the common person. Corruption would be worse. Are they perfect. No. EM has and always will push the...
  10. Tinker71

    Artificial Intelligence DALL-E 2 imagines Tesla Home Products

    If course. He has been in consultation with very talented folks from the get go. Yes they will do the work. This will keep him up at night and is a huge ego distraction to get beat on or walk away from.
  11. Tinker71

    Artificial Intelligence DALL-E 2 imagines Tesla Home Products

    If Elon is forced to complete the sale I can't see that it behooves him to continue to sue Twitter. (He may sue individuals to the extent that they are not protected by the company prior to the take over.) He will get to work monetizing what he can and writing the rest off as his altruistic...
  12. Tinker71

    Artificial Intelligence DALL-E 2 imagines Tesla Home Products

    I suspect Elon's defense is technical analysis of the Twitter bots. That might take awhile. If Elon say's there are more than 5% or Twitter was uncooperative in providing the detail.
  13. Tinker71

    Artificial Intelligence DALL-E 2 imagines Tesla Home Products

    Let's talk about the Twitter problem. Potential options. 1.) Elon has to complete sale. 2.) Shifts focus to making Twitter profitable. 3.) Has to sell a shit load more stock driving price down. Or 1.) Sale goes through at a lower price 2.) Same as 2&3 but less. Or 1.) Elon pays the $1B...
  14. Tinker71

    Nickel Prices (The bubble has popped)

    Exactly. The correction has already started based prior fed moves and more importantly post pandemic production rates. So don't raise interest rates too much. Wait just a little longer to see what happens. Assuming we don't get a variant that is both highly transmittable and with a high...
  15. Tinker71

    Nickel Prices (The bubble has popped)

    I actually think we might be ok if the US Federal reserve raises rates .5 % we will get a handle on inflation. Commodities, food and fuel are already coming down, but included in the nasty June numbers. A 1% rate hike might trigger a recession. The other world banks should act fairly...
  16. Tinker71

    Nickel Prices (The bubble has popped)

    Great research and thank you. . Telsa is a little different than BMW and Mercedes. It is a prestige brand, value brand, and eco conscious brand at the same time. Tesla customers do the math. I am not sure if BMW customers care as much. Tesla customers are just different, I am not...
  17. Tinker71

    Nickel Prices (The bubble has popped)

    With market drops, crypto demise , higher borrowing costs and layoffs/uncertainty in the upper labor markets the demand for $65000 cars is going to plummet. I would love to see the trend line in quoted wait time vs actual delivery. I bet internal numbers already show this over the...
  18. Tinker71

    Nickel Prices (The bubble has popped)

    Great news. This will make it easier to level off the price increases on the 3Y. Maybe even decrease. The $65,000 Y was making the CT2 look impossible.
  19. Tinker71

    Will you sell TSLA shares to pay for your CT?

    I am aware and fine with long term capital gains tax. I don't mind paying my share. You have to sell sometime. Best case you spread your sales such that you don't jump into a temporarily higher tax bracket. I happened to bet pretty big on a pharmaceutical stock that hasn't paid off...
  20. Tinker71

    Will you sell TSLA shares to pay for your CT?

    Having bought most of my shares in 2017 I am still doing OK, but I am not sure about splurging on the CT anymore. I don't REALLY need a truck at all. My Sienna/RAV4/trailer get the job done 95% of the time with a little work arounds. Even if I can get something close to the CT2 I...
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