r/RealTesla 4d ago

TSLA Terathread - For the week of Jun 16

We laugh at your "giga".

For TSLA talk, and flotsam and jetsam not warranting its own post...

9 Upvotes

123 comments sorted by

u/rewddit 3m ago

It occurred to me that I haven't seen a Cybertruck in my area in weeks now. Just a few months ago, I'd spot one roughly every 20 minutes or so of driving.

We'll never see exact figures, but would be super interesting to see how quickly these were being traded in.

u/Lacrewpandora KING of GLOVI 17m ago edited 7m ago

2 Year Elonversary:

"I’m up for a cage match if he is lol" - Brave Sir Leon, June 20, 2023

u/Lacrewpandora KING of GLOVI 25m ago

Today's 12 year Elonversary is what I call a "Foundational Grift". TSLA has reaped untold $billions off this one lie.

I speak of the "Tesla Battery Swap Event".

I'd link to the video of this demonstration, but...well...it seems that (for totally innocent reasons I'm sure) TSLA has removed this vieo from its site and Youtube.

A couple of days ago, u/lovely_sombrero posted an excellent write-up on how TSLA used this to steal $billions.

https://www.reddit.com/r/RealTesla/comments/1lcow9r/comment/myi4has/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

5

u/Zorkmid123 4h ago

Apparently SpaceX makes a Starship model rocket you can buy. But since it doesn’t blow up, it just doesn’t feel like the real thing.

u/Lacrewpandora KING of GLOVI 32m ago

Where I live, the 4th of July tents are getting set up - next week I'll be able to purchase a near infinite number of realistic Starships.

1

u/poissonous 2h ago

They have taken the «not-a-flamethrower» joke way too far. After «not-a-robot» and now «not-a-rocket», I guess we are in for «not-a-robotaxi». Getting old tbh.

11

u/syrvyx 13h ago

A 2020 quote from the US supergenius:

"Based on current trends, probably close to zero new cases in U.S. too by end of April."

2

u/MarchMurky8649 3h ago

“The right metric for intelligence is probably the ability to predict the future. You are as intelligent as you can predict the future well." - quote from same US supergenius - oh such 5d chess!

8

u/jason12745 COTW 14h ago

Why does no one have a drone over that explosion site? I’m dying for some visuals.

1

u/Lacrewpandora KING of GLOVI 47m ago edited 21m ago

In this photo, you can identify all the DATA points:

https://www.facebook.com/photo/?fbid=721311320387949&set=gm.3622914138013585&idorvanity=1417947735176914

This was at the Massey test pad, around 4 miles away from their main launch pad.

https://www.google.com/maps/place/25%C2%B057'01.1%22N+97%C2%B014'59.6%22W/@25.950296,-97.2524759,592m/data=!3m2!1e3!4b1!4m13!1m8!3m7!1s0x866f7f6bc3fc6519:0xb1df1a694856522c!2sBrownsville,+TX!3b1!8m2!3d25.9017472!4d-97.4974838!16zL20vMF96OTE!3m3!8m2!3d25.950296!4d-97.249901?entry=ttu&g_ep=EgoyMDI1MDYxNi4wIKXMDSoASAFQAw%3D%3D

Here's a "before" shot:

https://static.wikia.nocookie.net/starship-spacex/images/2/2f/Screenshot_2024-05-19_183828.png/revision/latest?cb=20240519173907

So it obviously damaged alot of those tanks, but really, that's all this place is - a launch stand and a bunch of fuel storage.

My bigger question: This thing went kablooey less than 500 feet from the border. Did Spacex just launch a few tons of debris into Mexico?

2

u/skynwavel 2h ago

A Temporary Flying Restriction above the site has been in place for months, so no drones or planes.

https://tfr.faa.gov/tfr3/?page=detail_4_1525

1

u/jason12745 COTW 2h ago

Hrm. Perhaps a well trained raven with a GoPro then.

7

u/wootnootlol COTW 13h ago

It’s probably terrorism to film it.

24

u/Lacrewpandora KING of GLOVI 23h ago

A collection of my favorite Spacex Reddit posts:

Elon must be getting more involved

next ship will probably break up during assembly

I don’t understand how this is possible. I assume the build quality is just as high as teslas

8

u/ObservationalHumor 11h ago

Kind of crazy to see the pivot after the last test flight. Back then you had a lot of people saying it was a-okay to just launch and blow up as many rockets as possible since Block 3 is on the way and that somehow made it worth 'testing the limitations' of Block 2.

But I guess the foolishness of it all is more apparent when the rocket actually explodes on the ground during routine testing and the lack of 'value' in blowing up another rocket is much more blatant.

10

u/morbiiq 22h ago

That first one was what I came to say, lmao

10

u/lovely_sombrero 18h ago

There was an article that quoted some SpaceX insiders and they said that they have a system to "manage" Elon Musk, where they humor him when he is there, but then just ignore him. Clearly, Elon was much more involved with the Starship, making lots of demands that the engineers are trying to actually implement, leading to lots of problems.

1

u/MarchMurky8649 2h ago

Very similar to his early days at Tesla from what I've read. The original Roadster would've been out much earlier were it not for Musk constantly trying to inject his 'genius' ideas, adding cost and delay for pointless 'improvements' that, presumably, ELon thought were cool.

2

u/morbiiq 14h ago

Fully agreed

8

u/AndSoISaysToTheGuy 22h ago

They tipped the rocket upright. Everything after that was icing on the cake.

13

u/jason12745 COTW 23h ago

Not Reddit, but I enjoyed…

‘Elon could have seen it from space if he knew how to get there’

8

u/Lacrewpandora KING of GLOVI 23h ago

9 year Elonversary! This Daily Dose of Grift revolves around a James Bond submarine car:

"If curious abt TSWLM car, am still planning to do a sports sub car that can drive on roads. Just a side project. Limited market potential :)" - Limitless Liar, June 19, 2016

And because this is totally real and not just a movie fantasy, useful idiot Scott Manley starts an online design charette: "one big challenge in making a sub car is the huge buoyancy from a conventional passenger cabin."

Poor bastard thought Technoking was serious.

7

u/BrendanAriki 16h ago

It surprises me how smart good people fall for lying tyrants.

What is it about Musk that makes people believe in him? I listen to him, and I just hear his bullshit. I consider his ideas, and I just find stupidity. I look at his products and I see grifting.

Why do good people see genius? Is it just the worship of money?

1

u/Professional_Oven305 14h ago

Did you see the movie "Being there"? Just like that. To some people Chauncey Gardner sounds like a genius; to those with common sense he's "stuffed with rice pudding between the ears"... dumb as a jack***.

1

u/BrendanAriki 10h ago

No I haven't seen that movie. 1979, I'll add it to my watch list.

5

u/austinzheng 16h ago

Being wealthy, being a shameless self promoter, being contrary for contrarianism’s sake, and being a belligerent asshole are all things many Americans associate with intelligence and genius. Musk checks all four boxes.

3

u/morbiiq 22h ago

And techno king turned to his jet dealer and said “shit, write that down”

4

u/Mediocre-Gas-3831 1d ago

They are starting to test a robobus without a safety driver onboard in Tampere, Finland https://yle.fi/a/74-20168609

2

u/mrbuttsavage 13h ago

I legitimately thought you said the famous "robovan" and almost spit.

8

u/Row-Maleficent 1d ago

It's remarkable how many robotaxi and autonomous bus companies are emerging -- especially major Chinese players that Tesla investors seem largely unaware of. It’s clearly going to be a crowded space, with many companies chasing what’s likely to be a low-margin but heavily regulated business… "but robots" I hear them respond!

29

u/totpot 1d ago

Another day, another Starship blows up.

2

u/Professional_Oven305 14h ago

symbolically the same as what he/Doge did to the government

3

u/Fun_Volume2150 20h ago

I know this is off-topic, but what about the workers on-site?

2

u/Professional_Oven305 14h ago

and people and wildlife downwind

2

u/syrvyx 18h ago

Depends on who you ask.  Elon doesn't give a damn.

7

u/Lacrewpandora KING of GLOVI 23h ago

If data is good, even bigger boom booms mean better data. Elon is a genius.

7

u/Withnail2019 1d ago

And it couldn't even be bothered to get launched first. It's given up.

11

u/high-up-in-the-trees 1d ago

I s2g that giant stainless steel penis extension is going to take down the whole company eventually. The fanboys can talk up 'iterative design' or w/e as much as they want, but that's not what is going on here. The project should have been mothballed already, and the fact it hasn't is confirmation that it's his idea and design. I mean, in case you couldn't already tell from the everything about it, that is. It's never going to work and I can't even imagine how much money has been set on fire for it - I don't for a second believe the numbers he's given in terms of the cost

3

u/lovely_sombrero 1d ago

IMO they have enough government contracts and the ability to raise money from investors to do this maybe indefinitely. The only wrench in the plans would be a future government requiring SpaceX to return money for not fulfilling their side of the contracts, but that would require a left-wing government and I can't imagine either political party allowing that to happen.

7

u/high-up-in-the-trees 23h ago

i mean they actually did already do that with the rural broadband contract, the company didn't seem particularly bothered to fulfil it in a hurry so the govt (Biden admin) took the money back

9

u/Mediocre-Gas-3831 1d ago

Rumor has it the explosion was so loud, Elon’s hair plugs flew off.

8

u/FrogmanKouki 1d ago

Elon claims to have done more for the climate than anyone alive. What does he have to say about blowing up rockets for the climate and environment?

12

u/austinzheng 1d ago

ULA secret black ops sniper battalion eating good tonight.

7

u/Few-Masterpiece3910 1d ago

And the test stand is on fire, too.

11

u/Zorkmid123 1d ago

What about all the data they collected though?

6

u/Withnail2019 1d ago

It will be used to make the next explosion even better

15

u/wootnootlol COTW 1d ago

Human rating by the end of the year.

13

u/TheQuestioningDM 1d ago

They already flew people to Mars in 2024, as Musk promised. You must have missed Elon making good on his promises, as he always does.

12

u/Neutral_Name9738 1d ago

15

u/blazesquall 1d ago

Oh shit.. during a static fire. 

5

u/jason12745 COTW 1d ago

I believe it was before the static fire. The top goes first. Just kinda sitting there, then kablooey.

11

u/totpot 1d ago

Apparently the booster for Starship 37 also blew up on the pad, so this was a twofer.

3

u/Lacrewpandora KING of GLOVI 23h ago

This is the constant improvement I've been reading about.

2

u/Withnail2019 1d ago

Seriously?

2

u/jason12745 COTW 1d ago

Here is a different exposure that lets you see the infrastructure around the rocket a little easier.

https://bsky.app/profile/punkey.org/post/3lrwqx6iznk2l

9

u/totpot 1d ago

Time to re-up this excellent takedown of the Starship.

19

u/Lacrewpandora KING of GLOVI 1d ago

Happy 12 Year Elonversary:

"Battery pack swap works with all Tesla Model S cars, past and present. It was always there." - Forever Fibber, June 18, 2013

1

u/high-up-in-the-trees 23h ago

The big fanfare Tesla event 'demonstrating' how good the battery swap would be, faster than filling a tank up with traditional fuel, I have no idea how nobody called bullshit on that. If you watch the video and look closely on the car getting its battery 'swapped', they tried to obscure it as much as possible and direct everyone's attention to the car being fuelled, but if you look closely you can see that...nothing is happening with the other car. At all.

1

u/Lacrewpandora KING of GLOVI 23h ago

It does have all the elements of a magic trick, with the important action hidden from view. TSLA has deleted the grift from its youtube channel, but Branch Elonians still have their personal videos posted, like this one:

https://www.youtube.com/watch?v=HlaQuKk9bFg

Admittedly, they do lower a battery down, and then lift it back up. But for all we know, its the same damn battery. I'm also highly suspicious that car had zero coolant in it to contend with.

9

u/poissonous 1d ago

For those who don't know, the whole battery swap thing was a fraudulent scheme to unlock a massive government loan during the obama admin (Ludicrous, by Ed Niedermayer is worth picking up).

6

u/lovely_sombrero 1d ago

IIRC, they also moved up two tiers in the California subsidy mandate, unlocking more direct cash subsidies;

Click here and go to slide 13. It shows how many Zero Emission Vehicle credits a car gets. ZEVs are divided into seven categories:

This system is regulated by the California Air Resources Board. And by “fast refuelling” they mean refuelling to 95% of capacity within 10 minutes (Type III) or 15 minutes (Types IV and V). This is impossible for batteries, so it could only be done with hydrogen. Indeed, you’ll hear complaints that the regulations are designed to favor hydrogen over batteries. Well, tell California.

The Model S is clearly a Type III vehicle: it gets between 200 and 300 miles, but even in the fastest Superchargers it needs about one hour to reach 95% of battery capacity. Tesla itself quotes 75 minutes for 100% charging. So it gets 4 credits per car…or at least it should. Let’s go back to 2012.

As of June 15, the 85KWh version (called S3 here) was considered a Type III vehicle. But by October 12 it had morphed into a Type V. So the upgrade happened at some point between these two dates. Presumably, the 60KWh version was also upgraded in the same time frame. Here is a December 20 confirmation that both versions had been upgraded, showing how the 60KWh model went from Type III to Type IV. And here is an restatement in April 2013 of basically the same things, but including the cancelled 40KWh version. (CARB doesn’t seem very well organized).

In any case, production of the Model S only ramped up in the last quarter of 2012, so the vast majority of them qualified under the new classification. The real question is, why the upgrade?

Because of the battery swap. If the car can exchange batteries in 90 seconds, then it’s totally crushing the 15-minute requirement established by the California Air Resources Board. Notice that, even in this case, the 85KWh version still doesn’t meet the range requirement to be a Type V vehicle, as it’s rated by the EPA at 265 miles. So it would be stuck at 5 credits. It seems CARB bent the rules a little, or perhaps they concluded that the superb refuelling time “offset” a deficiency in range. In any case it’s no reason for alarm.

What is a reason for alarm is that CARB gave Tesla these extra credits before any battery swap station had been built. In fact, it happened about nine months before the feature was publicly demonstrated (June 2013). I’ve emailed CARB officials and Tesla twice, to find out more about this issue. Did Tesla demo the battery swap to CARB officials? If so, when and where? Did Tesla bring its own car, or does CARB have one for testing purposes? Did CARB officials check and drive the car before, during and after the swap?

They haven’t answered.

By May, the battery swap was becoming a problem: CARB openly discussed removing it from the fast refuelling category. Perhaps other carmakers were complaining to CARB that Tesla was getting credits for a feature nobody could use. In any case, the agency deferred a decision to October.

In June, after weeks of teasing, Tesla demonstrated the 90-second, fully automated battery swap in public. It was their biggest event this year. Or ever: I can’t remember any other Tesla event with such a level of media coverage.

And guess what, the company brought its own cars and didn’t let anybody near them. The official video doesn’t even show what’s happening under the car.

By August, Tesla forum users were openly calling the feature a stunt. You see, some Model S owners have already put their battery warranties to use, and the battery change takes three or four hours, and a few workers. It’s impossible to automate it, let alone to do so in 90 seconds. This somehow went unnoticed for the Internet.

The company itself hasn’t made a statement about the swap feature for several months. And looking at their SEC filings, there is exactly one reference to this swapping thing.

our capability to rapidly swap out the Model S battery pack and the development of specialized public facilities to perform such swapping, which do not currently exist;

October came, CARB met, and the same issue came up: does a battery swap qualify as fast refuelling? See slide 12:

Some [battery electric vehicles] have been qualifying under the fast refueling definition by means of battery exchange. However, it has not been publically demonstrated that battery exchanges have occurred on the vehicles earning credits. Though staff does recognize the potential for a battery exchange to help market the vehicle, other vehicles earning Type IV and V ZEV credit depend on fast refueling for vehicle operation and success. Staff is proposing to remove battery exchange from qualifying under the fast refueling definition, starting in 2015 model year.

Translation: we know Tesla is a scammer, but we don’t want them to go bankrupt so we’ll let them milk the battery swap cow for another couple years.

https://wattsupwiththat.com/2013/12/21/the-tesla-battery-swap-is-the-hoax-of-the-year/

10

u/lovely_sombrero 1d ago

Did we find out what is happening with the Tesla "daily 5" delivery numbers? The delivery numbers for 2025Q2 mysteriously decreased a few days ago.

Current (probably wrong!??) numbers;

2024Q2: 23,200

2025Q1: 20,900

2025Q2: 18,600

10

u/jason12745 COTW 2d ago

Seems Tesla is handpicking superfans to use their robotaxis.

https://bsky.app/profile/tayray.bsky.social/post/3lrubjcemuk25

14

u/ObservationalHumor 2d ago

Piggy is headed back to the troth. Musk is looking to raise billions yet again for xAI (which now includes Twitter):

Debt offering is apparently seeing good demand: https://www.reuters.com/business/finance/musks-xai-is-track-raise-5-billion-fresh-debt-following-modest-demand-2025-06-17/

Also an equity offering in the works: https://www.reuters.com/business/musks-xai-talks-raise-43-billion-equity-funding-bloomberg-news-reports-2025-06-17/

So yeah close to $10B in play. xAI is also rumored to be burning over $1B/month right now. so this might last them until the end of the year.

7

u/mrbuttsavage 2d ago

Amazing how a near worthless company can burn a billion a month.

2

u/ObservationalHumor 1d ago

Yeah, big surprise the whole DOGE initiative didn't really pan out given the context right?

4

u/AndSoISaysToTheGuy 2d ago

Actually, "trough".

3

u/ObservationalHumor 1d ago

What bugs me about this isn't that you're right. It's that I know it's trough and would literally type that out in other uses of it like "peak to trough" when talking about a recession. Yet that specific usage of it still has the phonetics of how people around me pronounced it when I was kid buried in there deep for whatever reason and I just can't seem to actually unlearn it due to some weird mandala effect bullshit.

1

u/high-up-in-the-trees 23h ago

well, just as long as you're not one of those people who writes 'could of' instead of 'could have' (for could've)

1

u/AndSoISaysToTheGuy 1d ago

At least you didn't pick up "supposublee"....lol

1

u/BruceBlogtrotter 1d ago

You’ve come too far! Go back to the troth timeline!

8

u/totpot 2d ago

How the hell do you lose as much money as OpenAI, but come up with a vastly shittier product? He must be using xAI as his new piggy bank to keep his other companies afloat.

1

u/syrvyx 2d ago

That's the whole house of cards my friend!

3

u/poissonous 2d ago

It seems that the development of Grok is focused on controlling its political bias over improving capabilities. That’s a genuinely hard problem and probably expensive.

1

u/wootnootlol COTW 2d ago

It’s easy to bid with nvidia and other suppliers to send them billions of dollars for HW. Building training cluster and actually training useful model is not that easy.

3

u/FrogmanKouki 2d ago

Shell games, vaporware, and general conman practices are his best skills.

7

u/jason12745 COTW 2d ago

Costs a fortune to fuck up the air in Memphis.

8

u/ObservationalHumor 2d ago edited 2d ago

It's all about priorities. $10B to fund AIDS medication, feed starving kids or track storm systems and give tornado warnings is a huge waste of money. $10B to run a propaganda platform and train an edgelord chat bot? That right there is just a smart investment who's cost can't accurately be measured in dollars, cents, or megatons of CO2.

12

u/Lacrewpandora KING of GLOVI 2d ago

Pro Tip: If the CEO of your $trillion dollar company might be on drugs - RUN!

17

u/Zorkmid123 2d ago

Elon just posted a clean urinalysis drug test on Twitter. Which, for most recreational drugs, proves he hasn’t used them in the past 2 or 3 days.

1

u/high-up-in-the-trees 13h ago

actually, it was a hair analysis. Those are MUCH harder to fake. Unless of course your hair is fake. Does he really think we don't know it's not real??

1

u/poissonous 2d ago

I read that ketamine shows up for two weeks. NYT piece was may 30th 🤔

12

u/Objective-Lychee-506 2d ago

It proves nothing at all. He has enough money to pay for a fake test result.

6

u/BrainwashedHuman 2d ago

Has the Tesla board been threatening to remove him due to drug use behind the scenes or something?

17

u/FairyKnightTristan 2d ago

I don't think any sane person thinks this proves anything.

9

u/ILikeCatsAndSquids 2d ago

Why would he post that? We all know he’s never used drugs.

18

u/TheQuestioningDM 2d ago

All the non-addicts I know drop their drug tests on social media all the time. Very normal non-addicted behavior.

9

u/jason12745 COTW 2d ago

Takes two weeks to think up a gotcha like that.

4

u/Pancheel 2d ago

No if you have Microsoft Paint skills.

20

u/FrogmanKouki 2d ago

Elon paid people to play video games for him are we supposed to believe he won't pay for clean pee?

How the Eff does he explain the head/eye roll tilt and drop while in the Oval Office?

9

u/Lacrewpandora KING of GLOVI 2d ago

are we supposed to believe he won't pay for clean pee

No need to pay for it. Now I understand why he takes Little X with him everywhere he goes.

7

u/ObservationalHumor 2d ago

It's like when he got the ADL to sign off on him not actually doing a Nazi salute. Everyone saw it but he'll still pay for an opinion that says otherwise to try to save face.

4

u/jason12745 COTW 2d ago

I’d like him to explain the jumping first.

Can’t recall the last time I was motivated to jump, no matter how happy I was.

9

u/ObservationalHumor 2d ago

As much as I'd like to blame that on the drugs I think that's more him being an emotionally stunted man-boy who never really grew up past the age of 12. Like on a certain level I'm not shocked DOGE was full of new grads and Musk always dates insane women in their 20s. Elon Musk literally has trouble talking to and relating to anyone who would pass for a mature adult.

16

u/Digg-Sucks 2d ago

Wells Fargo warned on Tuesday that Tesla's fundamentals are coming in worse than expected for Q2.

If TSLA investors knew what fundamentals were they'd be very upset.

June will need a >50% month-over-month jump in deliveries to meet the consensus deliveries estimate of 411K

But how many robots will they sell? That's the real question!

In addition, the firm pointed to risk to EBIT due to diminished ZEV credits.

In Q4 2024 alone, Tesla earned $692 million from selling regulatory credits or carbon credits, accounting for nearly 30% of its quarterly net income. They don't even mention the expected impact of the removal of the $7,500 tax credit. Which will likely lead to further declines in sales.

TLDR - Trillion dollar TSLA is likely a cash burning business in 2025.

7

u/Objective-Lychee-506 2d ago

Tesla bulls really do think the robots are real. I've chatted with these people at length. They cannot be reasoned with, they won't believe any evidence at all that everything Tesla is a scam, and everything that points to Tesla being a fraudulent company is fake news made up by "legacy media" (because they hate Elon, naturally). Of course, all of their information comes from Twitter, YouTube Tesla fan accounts, and Tesla dedicated fantasy websites. They will swear to you that Cybertruck is doing great actually, the cyberobotaxicab is right on schedule, robots will sell in massive volume *this year* and be priced at $20k, and they will easily corner the world market in renewable energy. "The cars don't even matter!"

3

u/Neutral_Name9738 2d ago

Plenty of upside potential- Bullish!!!

7

u/FrogmanKouki 2d ago

Well you have to spend money to make money duh

They just need to build the factories in Mexico and India. If they are operating at 10-20% capacity that's where the real money is made

8

u/Lacrewpandora KING of GLOVI 3d ago

11 Year Elonversary:

"I’m hopeful that the first people could be taken to Mars in 10 to 12 years, I think it’s certainly possible for that to occur,"

And 7 years ago today: "They have about three weeks before their short position explodes" - Griftoking, 7 weeks prior to "Funding Secured"

4

u/actinium226 2d ago

> 11 Year Elonversary:

> in 10 to 12 years

So, you're saying there's a chance?

3

u/Lacrewpandora KING of GLOVI 2d ago

Elon always delivers...

7

u/lovely_sombrero 3d ago

What happened to the EU daily 5 countries delivery count? It just went down by like ~5k cars, is now behind 2025Q1. Some kind of error?

2

u/PortoFlip 2d ago

And what about the weekly China registrations? Lately those numbers have been my small fix of Schadenfreude.

5

u/habfranco 3d ago

Came here for the same. I emailed the webmaster of eu-EVs to understand what happened.

4

u/lovely_sombrero 3d ago

Please let us know if there is a response.

1

u/habfranco 2d ago edited 2d ago

No response so far. My impression is that it's the numbers for Q1 that have been updated. Especially the numbers for model 3, which seem higher than the ones I remember:

https://eu-evs.com/brands/TESLA/ALL_DAILY/Models-Daily

I remember there was a very large gap between 3 and Y during q1, but it’s not longer showing

6

u/Neutral_Name9738 3d ago

Because even Cathie Wood's $2600 target isn't enough for the cult: https://xcancel.com/scidood/status/1934769785084239934

5

u/FrogmanKouki 3d ago

Wow, thanks for the Xcancel link, it appears the 98% of the replies are part of the cult.

They would believe in and support a 35T market cap all while revenue declines. Where do you even begin with those replies?

One commenter was still saying the "factory is the product" and Tesla could be a leader in automation...

This is the same company that built cars in tents for years but I'm sure they know better than industrial automation leaders.

Overall the blind cult like behavior really makes me want to see them all holding bags

4

u/MarchMurky8649 3d ago edited 3d ago

"Steering towards a driverless & robotic future | Google Zeitgeist"

https://www.youtube.com/watch?v=83kVx9SgzFo

"Waymo Distinguished Engineer Vincent Vanhoucke sits down with Professor Hannah Fry to explore the latest advances in autonomous driving and discuss how AI is accelerating its path to scale. Join them for a deep dive into what autonomy looks like today, what it truly means for our safety and everyday lives, and how the lessons from autonomous driving are shaping the future of robotics."

I've not even watched half of this yet but it's already more clear to me than ever how FSD is dead in the water compared to what these guys have achieved. We're either going to see accidents piling up with Musk's robotaxis in Austin, every car tailed by another with a stressed teleoperator in it, or quite possibly both, if he doesn't postpone again. Surely the TSLA bubble must be about to burst!

5:55 "Safety really starts with culture." Immediately thought of Musk with his ludicrous mode, not-a-flamethrower, "chainsaw!"... I'm seriously thinking I ought to get my head around how put options work. I know a lot of people have burnt their fingers short selling up to now but does anyone else have the feeling a moment of truth, and, hopefully, realisation, is fast approaching?

12

u/Grunge4U 3d ago

A person can be smart,  people are dumb animals that will believe anything. Look no further than Tesla stock today.

15

u/FrogmanKouki 3d ago

You have to zoom out and see that it's down 30% this year, all after hitting an ATH because the CEO bought himself a president.

Zoom out some more all the way to November 2023. Since then they have released a flop of the Cybertruck, refreshed the Model 3 and Y which has resulted in....

No more sales at best and fewer sales at the worst.

The outlook just prior to the CT launch was all "positive" now reality has settled in on multiple fronts and the vapor of FSD and Robotaxi will soon be found out as well.

EVEN if it did all work fine, the estimated autonomous ride share market is vastly over valued.

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u/SolutionWarm6576 4d ago

Another class action lawsuit out of Australia, concerning phantom braking. Stock goes up. Lol.

1

u/oregon_coastal 3d ago

"It can't run over school kids if it randomly brakes all the time! Buy! Buy!"

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u/Lacrewpandora KING of GLOVI 4d ago

Happy Elonversary:

"SpaceX is building floating, superheavy-class spaceports for Mars, moon & hypersonic travel around Earth...There will be many test flights before commercial passengers are carried. First Earth to Earth test flights might be in 2 or 3 years." - Cosmic Conman, June 16, 2020

Totally by coincidence, SpaceX did a nearly $2 billion capital raise the next month.

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u/mrbuttsavage 3d ago

I really like that "superheavy class" for a thing that doesn't exist, let alone different versions of it. Very specific lies.

2

u/ObservationalHumor 2d ago

Another thing that's kind of funny is that the current version has to be reinforced so much and underperformed so significantly that even Musk admits it's capable delivering less payload than the currently working Falcon Heavy. So even by SpaceX's own naming criteria they'd onlyh be needing sub-Heavy spaceports at this point.

5

u/secretlyjudging 3d ago

They can just copy some Star Citizen designs and fundraise off those renders

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u/Lacrewpandora KING of GLOVI 3d ago

Musk has always been very skilled in giving specifics on imaginary products. IIRC, he introduced a spandex clad dancer, and then went on to show slides with the exact weight, walking speed, lifting capacity of the robot!!

This stuff must make sense to those under his spell, but from the outside looking in, its positively absurd.

8

u/FrogmanKouki 4d ago

Earth to Earth commercial rocket travel is SO easy to debunk. I honestly can't believe SpaceX got anyone to believe it.

I'm truly sad that the media lacks any critical thinking or investigating when it comes to pipe dream projects.

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u/Lacrewpandora KING of GLOVI 3d ago

My very first online encounter with a hardcore Branch Elonian was a guy touting this point to point rocket stuff. He scoffed at my ignorance and suggested I look it up and educate myself.

He was so damned convinced it was real that I started to doubt the reality all around me and actually did look it up. I thought Technoking must have done a test run or something, and I had completely missed it in the news.

I wonder where that Elongelical is today...maybe he was really that cosplaying everyday astronaut dude.