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Thanks for uploading the spaces here👍
Jeff's rant about GM being a contrarian indicator was amazing!
45:10 , I think Alexandra right to worry… and Legacy will fight dirty with marketing , and push cheap hybrids that undercut Tesla… like ford maverick, $25,000 base minus incentives? and more to come
I don’t know if you drive with FSD in a city but the last revision or two has made it trustworthy even to my wife. Now there are limitations. It doesn’t do left turns with cross traffic but it’s exceedingly good now almost everywhere else. I think it will be the first thing that people will finally realize it’s super good of all the different directions Tesla is going
Warren! Tesla won't sell individuals bots due to liability issues.
Hey, we want to see your faces not 8 little icons
"Fate loves irony." (Musk) Here's the irony – As intense as Elon is in his focus on reducing expenses on his products and processes (how much time and labour is spent on this by he and his staff across the board), a few simple tweets by Musk over the years has probably cost Tesla et al billions ($) in stock stagnation expenses
Ross gerber after his bs comments on Elon needs to sell his shares and go away so the real believers can get on 😡
I'm assuming this Spaces was recorded before Ross made those derogatory remarks on CNBC about Elon and him (Ross) selling his Tesla and getting a Rivian instead "and so will many of the people in LA". It's like there are two Ross's; one with great comments, and one with horrible comments.
Legacy is going to realize they can’t make a profitable EV without technology infrastructure like Tesla.
I think the Next Gen vehicle isn’t just a $25K car, I think it’s a platform for legacy OEMs to effectively slap their logo on and / or to embed in manufacturing. Hardware, software, autonomy, infotainment, motors, battery? At some point batteries.
Yeah, I'm selling all my TSLA stock. I always knew Elon was a Nazi:)
Tesla is using most of its production capacity. It’s less profitable to partition some of that for a deal with an OEM.
Funny how Ross bails in the call when everyone is talking about how great Elon is at getting chips and thinking ahead… amazing for a guy that isn’t the ceo anymore. What a joke, loved the show, don’t invite fools next time
FSD doenst work.
So was this recorded before Ross took mainstream media for gospel and freaked the f**k out and had a(nother) emotional freak out about Elon on CNBC?
… because either way, he's not cut out for managing an investment fund. Why would anyone entrust their money with him?!
His participation on this panel was good and a reminder of his capable analysis.
But he's clearly too reactionary and emotional for this business.
Ross – follow through and divest from Tesla. Leave X. And do enjoy your Rivian.
Why Ross?
I have a question to you, especially Jeff: I don't hear much (if any) conversation about the companies' culture when it comes to potential partnerships. If the company cultures would be clashing would such a partnership be of much value? Would it even survive? Having said that, I wonder which OEM's culture is likely to best approximate the culture of Tesa today?
BUY TESLA STOCK Now
Fsd will not happen for another 5 years
Ross Gerber is a traitor and Elon hater, he’s on a mission to destroy Tesla. don’t give him more free airtime 😠
I like everithing about Tesla but my only doubt on tesla is, when the most of the cars will be EVs how we re going to handle all the chargers and the traffic jam to the chargers? at this point is not more usefull to exploit swap station as NIO does?. I will be greatfull if someone can reply me. thanks a lot
Fsd will not happen for another 5 years
I'm a Tesla reatail investor, brand new model 3 owner who does 15-20 hours of Uber and use FSD beta at least 85% of the time. It makes the job incredibly easier.
WHAT GOOD IS FSD TO OENM’s; they will not have all the Actuators or Cameras that work together
Ross is such a bs spreader. Buying Uber… probably he is invested in Uber and wants to make a quick buck. It would be a disaster, chaos and friction with totally different company cultures, adding almost no value, but huge cost
Ross trying to sell Uber to Tesla is funny. Adding drivers tot he the mix is one thing Tesla should avoid at any cost.
I see Ford as being the most open minded to partner with Tesla.
It will be a long time before Tesla can sell powertrains to other companies because they need to produce as many cars as they possibly can and they'll need all the power trains that they can manufacture for their own production. It's more likely they'll sell or license their battery management software.
What if it’s all or nothing on a package of FSD, Auto Software, Car Parts/Drive Train, Batteries/Lithium? Tesla could be the 3rd party vendor for almost Everything
Without Ross's comments about Elon's claimed 'anti semitic' comments, this video is DOE.