leesec

you guys are delusional

Who's going to pony up a trillion dollars?

chatgpt and claude are two of the fastest revenue growing products of all time

the product is announced and their hires are public

This is wrong. they have strong engineering and a product coming this year

Wouldn't overlook this company, they manage to bring over a good deal of top talent from OpenAI including John Schulman

Except this was announced like a week ago

I said this is why it could trade so high. Not making an argument for if they'll achieve it or not. Tho I think they will

tesla is making millions of cars with the capability of driving themselves. conservatively imagine the cars make 2k a month. each 1 million cars could then make 24 billion per year

Sure, we'll see in the data soon enough how safe it is

I love when everyone says this as if there is not very obvious reasons it could trade this high

You're skimming over the fact that the car is doing 99.999% of everything

Not sure what you're talking about. Model Y was best selling car in the world last two years. That's a bust?

it absolutely does. go find a less ridiculous industry, it'll be more stable and it will pay less

It's the highest paying cushiest career on earth. If you don't want to grind a little bit to secure that then don't. Just make less money doing something harder. It's your choice and personally I'm happy if there's less competition

They have 36 billion in the bank and still make 5-15b per year. Is this bankrupt in the room with us right now?

clearly the rides are limited by the number of cars

Ok. I'm talking about cars

> No one believes you.

Fine with me buddy. There's tens of thousands of hours of perfect rides online. There's an uber driver with no safety intervention in 17k+ miles who records every drive. Stick your head in the sand if you want. In fact, short the stock!

They haven't been scaling by 5x annually. They had like 600 units and now they have maybe 2000

This comment is incredibly wrong but I'll just say there is nothing easy about expanding from 2000 cars to several million.

So much hate in this thread lol. Headline could have easily been "Tesla launches Robotaxi, gives hundreds of rides without incident".

They're closer than ever to solving driving at scale. In fact they're the only company close to doing it. Waymo still has less than 3 thousand cars. Keep shorting if you want. The pace of improvement in the last year and a half makes success obvious. I haven't had a safety intervention in many months on just random roads. Cheers haters

amazing people say this when it gave hundreds of safe self driving rides yesterday

Well the long wait seems to finally be over. Only time will tell if they can ship something safe enough to be trusted by the public

I personally think it'll be fine. FSD is perfect for all my driving. It's been 3000-4000 miles since my last takeover. I know an uber driver who's driven his 16k miles without a safety intervention. And this is without them superfinetuning and doing custom navigation/mapping on a specific town.

This is a tiny rocket going up 300ms and coming back down. Happy for them but they're a long way from any utility ( and a decade+ behind other companies )

There's very obvious ways to explain it, you should at least consider what would happen if they do what they say what they are going to do

Insane this fake conspiracy stuff is all over hnews now. It's becoming reddit

Very noble and honorable of you to say this. You should buy a worse car because of these tenuously related notions.

Please link to recent "ridiculous manufacturing issues" on their best selling cars ( model y and 3 )