FSD

milkman163

People on the inside buying Tesla due to FSD developments

SocialSuicideSquad

Space Karen said some shit about licensing their Autopilot and TOTALLY GONNA WORK THIS YEAR FSD to other oems. I think he's filing a sell order rn, tbh.

rideincircles

Tesla will reach new all time highs at some point soon. Just wait until the Tesla compact car out produces the model Y. That doesn't even consider full self driving's total impact. I just got the new FSD update and it's way better than it used to be. It's like it went from a student driver to someone in their 20's. It's driving pretty normally now compared to sluggish and indecisive decision making it used to do. A few more iterations of hardware with software updates and Tesla will have robotaxis on the streets. Also, their battery and grid storage business will be sold out through the 2030's no matter how much they produce. The demand is virtually endless for those products. Now is still a good time to buy Tesla stock. Their competition can't catch up on almost any front other than BYD.

Cash-Flush

Feeling cute just might go full on Nerd and get a Tesla Y with FSD and Apple Vision Pro and watch people seethe with envy

resumethrowaway222

1. The EV market is growing at a rapid pace and the ICE market is shrinking 2. Tesla is the only manufacturer that can currently make a profit on EVs 3. Tesla has the only decent charging network in the EV market and this advantage is likely to continue for at least the next several years 4. A recession will hit all car manufacturers, and they all have tons of debt, except for Tesla which has none. They will all be hit harder than Tesla All these reasons mean that Tesla is poised to grab massive market share in the emerging EV segment, and make a profit on it, while its competitors will be forced to subsidize their money losing EVs out of profits from a shrinking ICE market. Tesla's price cuts are putting additional pressure on other manufacturers now, and even if they sell at break even for the next few years, the other manufacturers will have to bleed to match. And one more thing. For all the hate it gets, Tesla FSD is actually amazing, and absolutely blows anything except for LIDAR equipped robo taxis out of the water. If they can get this to a L3 or L4 level in the next few years, there will really be no reason to buy any other car. Even if that probability is 5%, that adds massive value to the stock. I'm not saying this is all justified, and I currently don't own the stock at this price, but you asked for the bull case, and that is the bull case.

007meow

ChatGPT beat Google to AI search not because Google is behind, but because Google can’t afford to have the same inaccuracies in its Search results as chatGPT does. And absolutely wrong on self driving cars. TSLA is absolutely nowhere NEAR their FSD promises in the slightest. It is still very clearly an L2 system that works only under the best of conditions. Waymo is currently at L4. The only argument that can be made for TSLA is that it’s not geofenced like Waymo and has the capability to gather more data.

DaySignal

How could the leading AI company in the world, Tesla, not make the chart. FSD Beta current version is capable of driving hours through LA traffic regularly with zero human interventions.

yellowstickypad

💯 signing up for one. Sex bot might have FSD that accidentally kills someone too

Xillllix

Or you can just watch thousands of FSD videos and keep up to date with the progress. Tesla is the only company scaling this right. You’re the ignorant one.

taleggio

Well given he promised FSD in 2016 already, he's definitely doing it all wrong. Or he's just a bullshitter and you're idiots for believing what he says.

-SilentMajority-

Tesla will grow car production and energy production massively in the coming years. Plus the added value of FSD, Robots and AI. It's suicidal to bet against Tesla. That doesn't mean that they weren't overvalued, they clearly were back in 2020 but 200 bux for Tesla now is still cheap. If it goes down to 150? Great! I'll just buy even more.

ptaq_

Those who don't know history are destined to repeat it: [https://www.thestreet.com/technology/ciscos-boom-and-bust-a-history-lesson-11212172](https://www.thestreet.com/technology/ciscos-boom-and-bust-a-history-lesson-11212172) 1. Nvidia is just an enterprise hardware vendor, which means it's easily replaceable, so large data centers will negotiate huge discounts and their margins will drop significantly. 2. A.I. isn't a new thing and competition has been around for quite some time: Google Cloud TPUs, AWS Annapurna chips, MS Athena (MS mostly owns OpenAI - a company behind ChatGPT), Apple M2 Silicon for Apple products, Tesla low energy FSD chip manufactured since 2019 and now DOJO for data centers. 3. Nvidia alone doesn't deliver customer products (iPhone, Mac, Xbox, Tesla cars) or data center services (AWS, Google Cloud, Azure), so currently they "can't skip the middleman" - it's only possible for them to sell the product directly in case of gaming PCs or smaller A.I. labs. 4. TMSC can screw them hard on margins for high capacity reservations and Nvidia is currently 100% reliant on them. Supposedly they're in talks with Intel about the fabs. Cisco is currently doing $14B quarterly sales and $3B profit, but after 22 years of being good enterprise hardware company, they've only climbed back to 40% of 2000s hype market cap. Compare that to current $7B sales, $2B profit and forward $11B quarter in sales. I wouldn't be surprised if similar scenario played out here, because similar misjudgment is at play - Most successful internet companies (Google, Facebook, MS, etc) that succeeded don't care pay dues to Cisco or telcos like AT&T, because they don't have to. Same thing will happen to A.I. companies - they'll undermine existing order.

Ukulele_Maestro

> I'm not sure how anybody is still defending FSD Simple, they are highly exposed to tesla stock, they bought into the hype and if the veil is lifted tesla is just another car manufacturer in a really competitive market with a valuation an order of magnitude greater than industry norm

CouncilmanRickPrime

It really does honestly lol I'm not sure how anybody is still defending FSD

Xillllix

Balance sheet skewed. 🤦🏼‍♂️ FSD revenues have been deferred and have had a negligible impact on Tesla’s EPS. Even if FSD wasn’t coming for another 5 years (people are using it today BTW and it is going wide release as we speak with a free trial on the way), I wouldn’t make the epic mistake of sleeping on it.

GraphiteJason

Unfortunately for Nvidia, their balabce sheet isn't skewed by billions of dollars collected over the past 10 years for a FSD ptoduct that won't be available for another 5 years. Maybe Nvidia could talk to Musk about setting up their own "prepayment plan" to charge their clients for future products that won't be available for a decade...

binarybu9

Sorry to say this your response “loads of data + neural network = FSD” shows your shallow understanding of the autonomous driving problem.

Xillllix

They have over 200,000 cars all over America gathering millions of miles of FSD data and training a neural network which is rapidly improving. Even in continents where FSD isn’t enabled yet Tesla is gathering data in shadow mode for FSD. Hours-long flawless drives are being posted continuously on YouTube. That’s not some chatbot just looking through text and images and shitting some output. It’s real-world 3D AI. Boston Dynamic is great at emulating physical motion, I’ll give them that. Highly scripted however. As for

paq12x

AI has 2 parts. The part everyone talks about as ChatGPT is generative AI (as part of LLM) which basically responses to people's inputs using an already trained model. The expensive part is the model training part that's where supercomputers come in. TSLA has a supercomputer to train FSD model, that's the expensive part. The car uses that model to determine if it sees a tire or a plastic bag on the road, that's the cheap part.

305andy

Tesla with FSD which is also being used for their humanoids.

Xillllix

I’ll take the win for half my shares when Gen3, robotaxis, energy and FSD start to be priced in maybe around $500-1000 a share depending on how things look on the bottom line growth side. That’s not necessarily because I want to sell but because I want to be done with the payment on a property around 2025 and yes, confirming some gains will feel nice. Will let the remaining shares run and will diversify with "new money". Definitively not going to sell Tesla at a P/E of 50 in a high-interest environment at the speed at which they’re growing and with the technology they have.

Xillllix

My valuation would drop by 30% (120B/410B). I’ve been pretty conservative with my Robotaxis numbers. If it affected the FSD take-rate then perhaps -40%. Energy is an area where I’m quite bullish on. As long as it’s profitable for the client then the demand will be there. It’s half of Tesla’s battery capacity and would affect Tesla’s revenues more than their bottom line. What is underestimated even in my model is software. I am convinced that Tesla has a good chance at becoming the Android of car software. I’m envisioning a scenario where Ford for example would offer Tesla FSD to a customer, and Tesla would receive $250/month for it. Because of Tesla’s minimal hardware requirement for FSD it would be quite feasible. This is not in my model. Also Tesla could start supplying batteries to legacy manufacturers. I have this in my model after 2030.

Xillllix

Yes to all of this, but I think software is where Tesla is severely undervalued. If Ford is begging Tesla to use their supercharger network to stir up their EV demand what do you think will happen when FSD is solid? And then after, how will the rest of the industry react? Dominos. Don’t be surprised if the next gen of Ford cars is Tesla FSD compatible. My suspicion is that they dropped Argo AI the moment they signed the deal with Tesla.

hehsteve

Have there been articles or press releases on the utility of FSD data in AI outside of consumer car driving?

y90210

It's only $100. Compared to reservation prices in the past, it's nothing. And I say that as someone who had 5 reservations (I didn't know if I wanted awd, tri, rwd, and I didn't know if I wanted FSD or not). Currently paired down to just AWD and Tri reservations.

EuthanizeArty

FSD was promoted as being able to achieve self driving in the future. It has never been advertised as currently able to be anything above L2. Autopilot was never advertised to be anything above L2. From when you order the car to each time you toggle the system there's about 5 warning prompts to keep hands on wheel, pay attention, and if you are using FSD, that features are still in work.

EuthanizeArty

I don't believe there has been a single confirmed death while FSD was engaged yet. There have been a few on base autopilot, however most of the media speculation around Tesla crashes usually end up being DUI or pure reckless driving with nothing to do with autopilot.

bizkut

According to what metrics? Just because Elon says they're breaking records doesn't mean they are, dude lies about performance and estimates all the time. #FSD2018 Now that they're private they aren't publishing financials. There's no data out there about how twitter is doing that i'd trust.

PM_ME_DANK

I think what you’re referencing is [this comparison by Consumer Reports which put Ford’s Blue Cruise at the top and ranked Tesla mid-pack](https://www.consumerreports.org/cars/car-safety/active-driving-assistance-systems-review-a2103632203/) The way they tested was fundamentally flawed, however. They arbitrarily narrowed the definition of Active Driver Assist software to Adaptive Cruise Control and Lane Keep Assist, meaning, the only driving functionalities that the organization tested were the ability to speed up and slow down on highways and the ability to keep the vehicle inside the lane similarly on highways. Meaning FSD’s ability to take unprotected left turns, deal with roundabouts, etc were not included which no other ADAS system can do. Also they equal weighted the time a driver can take their hands off the wheel with how the system recognizes its environment and responds. Other systems like Waymo and cruise use expensive LIDAR set ups and are only capable of navigating in one or 2 cities at this point and they can’t use the highways. Others such as Mercedes which got permission for level 3 self driving can only do so in very specific conditions in geofenced areas. There has to be car in front of you that it can follow, it can’t go over 50 mph, can only be done on certain stretches of highway, etc. Tesla has developed a system that can be dropped anywhere and will attempt to drive. Their tech is infinitely scalable compared to the competition because it is cheap (about $2000 of hardware per car) Not only that but their training data sets are better since, as you said, they collect so much data with so many vehicles on the road and that number is only exponentially increasing. Not to mention Tesla’s process the data on-board and only send relevant, edge case clips back to the company compared to others who send all the data back and it has to be cleaned up. Lastly I’ll just say FSD is getting safer all the time. [check out this chart!](https://i.imgur.com/RZpd39I.jpg)

PM_ME_DANK

Even without the partnership $NOW is a great company to own. Steadily rising ROIC, stable revenue growth, founder still involved, considered critical infrastructure by many of their clients, 98% gross retention rate, etc. If you’re interested in AI companies though I feel like Tesla is the most overlooked opportunity in the space. They are the farthest ahead in real world AI. Meaning AI that actually interacts with the real world and isn’t just text based. If they manage to solve FSD not only will that save lives but it will transfer over to Optimus which itself has a massive TAM. It’s amazing what the bot is already able to do comparing 2021 when it was first revealed to now. And it will be very cheap to produce and scale. It’s probably atleast 10 years out from this of course but the opportunity alone makes tesla a must own in my book

Throwaway_tequila

Nope I wanted it for its FSD capability. You might be projecting there.

hishazelglance

This is just a guy speeding, not using FSD. How is this relevant?

JoshuaB123

I mean isn’t FSD basically AI?

Investingwifey

The phantom braking is insane. The worst is when you’re driving on the highway at high speeds and it breaks hard for no reason. It’s to the point that if I’m driving on the highway and there’s a car behind me I won’t use FSD and feel nervous if my husband does.

Heap_Good_Firewater

Hint: If a car has a steering wheel, it’s not full self-driving. I can’t imagine anything more irritating than not controlling the car, but still having to pay strict attention to the road. The paying attention is the bad part of driving. When I can legally pass out drunk in the back seat or safely jerk off to porn on a busy highway, then we will have achieved full self-driving, until then, it is some flavor of “assisted”. I will be satisfied once I have a car that: - can drive itself in stop-and-go traffic - has decent collision avoidance - has good adaptive cruise control These are all pretty well solved problems, so I am happy to wait for FSD until I’m too old to drive safely.

Additional_Art_5485

you're wrong, your emotional bias is preventing you from independant thought. if your logic was actually used how would humanity progress. nothing would get done for fear of repercussions. how anyone can make a leap from theranos to FSD is beyond me, and indicates a very very simple person. Why are you even here? You dont gamble money in the market

sukaface

Afaik, tsla can’t recognize income from FSD until it’s complete, it’s just cash that stays on the balance sheet year over year until they figure it out.

EuthanizeArty

To put in context there are about 500k FSD users in North America. A total of 4k complaints, and probably less than 4k users with complaints cumulatively over a span of years is nothing. The only reason you haven't heard of ADAS complaints on other brands is because they aren't available on all trims and most of the users don't use them. Honda has its own phantom braking being investigated by NTHSA, and from my own ownership experience the Ioniq5 also has phantom braking.

notzjz

I know this is not what $TSLA bears want to hear, but FSD is literally the next chatgpt

EnvironmentalSky3928

Apparently you missed the “what full self driving?” part, as in Tesla FSD is as real as a McD steaks…..just a bit over your head I guess.

thegreatJLP

Watch the documentary on Hulu about us living in a simulation, can't remember the title off the top of my head. These sycophants think he's some almighty messiah, while he is literally just parroting stupid shit that he's knows they'll never question him further on. If anything speaks volumes about how bad Tesla's FSD AI is, is the prototype they put in Musk to give him his personality.

Agitated-138

Augmented reality. It will come in 10 years or less. Apple is making a headset. Meta has one. But eventually there will be glasses you wear and it will replace your phone. I think Tesla is a good stock to own before FSD takes off. Tech always leads out of recessions

O2148

Now Mustang drivers won’t slide into trees by using Teslas FSD 🏎️🏎️🏎️🏎️

Fencemaker

I’m actually regarded and also can’t read and also think Pete Davidson is funny: What’s FSD?

OutOfBananaException

There were no fake L5 FSD demonstrations, not claims they had L5 functional (solved) as a proof of concept but just had to miniaturise it.

RickettyKriket

As someone who has recently been in the market for a Tesla, reading this is making me soooo glad I didn’t buy one. Now, I’m going to decide to hold off. For a few weeks. Until capitulation hits. Then I can get a low mileage 2016-17 Model S with lifetime charging and FSD(cause I’ll get my money back on the class action) for cheap

ricozuri

Exactly. FSD will only be safe when every other vehicle has it. Even with driver assist you have to be aware of surrounding traffic and road impediments, etc. One problem with the Tesla FSD hype is it instills too much trust in the tech, especially in older models where it’s really driver assist. Went on freeway in 2019 model S with friend, rather scary when driver is doing no-hands, looking at the Carioke for the words, and going 65+ But then I used to freaked out when my father used cruise control in city traffic to rest his feet.

Kaspar70

Not a single analyst except maybe Cathie Wood has priced in FSD.

UseDaSchwartz

No, he won’t. Tesla FSD is a highly inferior product…if it ever works.

Revolutionary-Leg585

Tesla has been saying that attempting and failing to create the full FSD vision is not fraud. Iirc this was in the Tesla lawsuit with the Apple engineer. I.e. we failed to deliver what we promised, but that only means we’re incompetent.

Clear-Ice6832

Listen, as a company, I love Tesla. I think they make the best cars on the market. I've had my Model 3 for 4 years and bought FSD. Today, it's fairly good. I use it everytime I get in the car for at least part of the drive. At 80k miles I'd say over 60k we're AP/FSD. Musk however has either intentionally misled customers and shareholders over his timeline claims or has irrational optimism...

zg44

I was convinced the past 18 months that it was impossible for the S&P 500/Nasdaq to keep defying gravity due to the strength in mega cap tech. Past 3-4 months is converting me for the short/medium term. All the boom benefits of the past 5-6 years such as cloud, subscription services, scale, etc. all went to the mega caps. AI will be the same. Why would it be any different? The mega caps can just plug LLMs and AGI into their current offerings and prosper. They can take categories from everyone else in adjacent markets. Maybe META figures out the metaverse or TSLA figures out FSD, but beyond that it's easy to see how AI and robotization benefits the megas the most.

Kaspar70

Blatantly false claims? There are over 400k FSD bets users. The software keeps getting better with every update. You must be living in a cave if you dont see the progression of it. People regularly post videos where FSD does 100% of their driving without any disengagements. This isnt some fsnboy talk. Its just a hard facts. Its far from perfect ofcourse but the progress has been incredible. Promises of solved FSD by Musk can be put in the same place with every other OEM CEO claiming to have 20 EV models on the market by 2020...2021...2022...2023...2024... People hate Musk with such a passion that objective reality doesnt register anymore.

Clear-Ice6832

I don't understand how he hasn't been held accountable for fraud by making blatantly false claims about FSD and Robotaxi timeline... publicly...as CEO.

SvenTropics

So, promising to develop a feature and being unable to develop it is not criminal fraud. It is totally a basis for a lawsuit, but it's not fraud. However, Tesla DID release a video of a driver driving all over the place and claimed it was FSD in action. It turns out this video was remotely controlled, and it wasn't FSD at all. So, yes that was fraud, and that could lead to criminal charges.

nononononofin

If Elon knew that FSD was not in the cards, then it could mean securities fraud. He told investors numerous times that level 5 FSD was coming “later this year” or “next year at the latest”.

nononononofin

Yeah Tesla is a good company if one forgets about the FSD claims. It's more the specific claims from the CEO that I think are more or less identical. The stock price is 100% dependent on the prospect of FSD, and Robotaxis - neither of which are going to happen in the near future.

MyNameis_Not_Sure

Theranos had no product when their promises ended up being hollow. Tesla still has useable cars to sell despite the FSD promise being hollow, and those cars are also electric, so groupthink and climate panic meant the public company became so valuable any opposition voices were ‘taken care of’ and memory-holed so Musk can keep the con alive by continually promising full function in the next update sometime next year

nononononofin

I’ve asked people before how Elon’s promises of level 5 FSD are different from Elizabeth Holmes claims at Theranos and have yet to get a proper response

yalikdatbich

It's still generally better imo for the price range at least for the M3: longest range, best autopilot/FSD, largest charging network (though it's opening up), best 0-60, cool/sleek design. Though it lags in ride comfort and build quality, not by a lot I think but still lagging.

heliumeyes

Lmao. I’ve believed for a long time that Tesla stock is overvalued. So much is driven by hype like with the dude you’re referring to. They definitely have first mover advantage but in terms of quality I don’t think that’s true. Not to mention people seem to ignore the lies Elon Musk has peddled on FSD and also the CyberTruck launch.

Kurrgo

For sure. I’m betting older Teslas will be dirt cheap once the perforce FSD and the hardware to run it is useless for older models.

MarketCrache

AI is to NVDA what FSD was to Tesla.

BankofBrian

Nvidia has been the #1 player in GPUs for as long as I can remember. I’m all ears if someone can explain to me how chatGPT, FSD, and general AI improvements will lead Nvidia from $10B profit in 2023 to over $90B profit in 2033

nodesign89

Yeah and all the “bull cases” have fallen apart at this point. “FSD” Will likely be their downfall as it was the promise tsla will not be able to keep without a complete revamp of their tech used

plusorminus2v

I’ve never had mobile service from Tesla but where I live it’s always a Model S. I love my Tesla and FSD is a geek porn piece of software and I love that too.

DenuvoSuks

highway FSD, let them get inside a big city and get out of it

neobow2

Fuck tesla for taking 6 years to barely even have FSD. But like FSD isn’t even close to dead. Yesterday I watched a raw unedited video of 0 intervention drive from downtown SF to Hollywood in LA, using FSD Beta.

Jbikecommuter

When Cybertruck and FSD come out beyond beta look out.

SeeYouAnTee

That's the number you get when you price in 0.5% interest rates, only TSLA being able to solve FSD and hit from your crack pipe. I do none of these so my estimate is 103%.

DenuvoSuks

Correction: I think they finished FSD, it's dead at this point.

MarketCrache

So long as the trumpeted gain is still indistinct, the gains can keep accumulating. Once people realised FSD was probably not going to work out as predicted, then Tesla tanked. With AI it might take 3 years or more before the much vaunted gains prove illusory.

Eternal_Summers

Tesla has been saying AI since 2015 but still can’t finish FSD.

Some-nexx-guy

I agree, it is mad expensive, which is why I don't think their marketcap will unlock with fully working FSD but when regulators approve of robotaxis

Nightstorm_NoS

I’ve been on FSD beta for almost 2 years. I’ve also rented many Tesla without FSD. I would rather have FSD than not. It’s not months away from robo taxis but it could be a year or two. It’s not flawless but it’s pretty good. I definitely miss it when I just have basic autopilot. I’d buy it again for $7k but $15k is a bit much, that price for family use is ridiculous. We’ve been trying to shop for a used Tesla lately and it is amazing how many of them do not have FSD. This is probably due to the high cost of it. Tesla’s gonna have to decide whether they want a lot of people to buy some thing that is affordable or if they want a few people to buy something that is it not affordable for most.

aka0007

I agree that FSD is very improved and it is remarkable what they have accomplished. However given the lack of strict limitations on the system (unlike Waymo) getting regulatory approval will likely be a bit more complicated to achieve as it will likely require demonstrating safe driving in much more places and conditions than Waymo needs to. Further, to truly understand the state of FSD (as far as it has come) look at videos from drives around a place like NYC. Recent videos indicate that there is much work to do still. That said, I am pretty much convinced that it is a matter of when not if at this point. I can't say for certain that HW3 will be sufficient to solve this but I would think HW4 (maybe plus new cameras) will be enough. A little extra processing power means better ability to track multiple objects and process in higher resolution making solving the problem likely easier.

HeldbackInGradeK

DE will have FSD before TSLA.

Lower_Fox2389

I would not bet on tesla for their FSD. I would bet on them because of their position to produce moderately priced EVs en masse at a time when governments are poised to mandate the use of them.

sargrvb

I drove in one about a month ago. It's good on freeways, bad on small streets. Like... Really not good on side streets. I like Tesla as a long term investment, especially with the algorithmic learning and large data sets that they have. But FSD is not near taxi levels and probably won't be for a long while.

Dozekar

Speculation absolutely can be fraud or not fraud. As a business you have some obligation to ensure the statements you're making are true and that predictions are grounded in reality. There is absolutely room for you to predict and attempt to reach for goals. You can also reasonably try and fail. What you can't do is present factual information such as the status of your FSD system in investor releases or content intended to generate investor interest as fully functional when it's entirely scripted and then turn around and make a profit off that. The sheer act of speculation doesn't clear you of fraud. You still have to make reasonable statements that have factual backing and those need to be backed up by reasonable capabilities of your business.

Error83_NoUserName

Yes, but you don't know... I see every Rob Maurer episode, every Sandy Munro, every invester and AI day, read every article if i pass one.,... In the end you have to see the future with most companies. The difference is Tesla MAKES the future happen. You can see it too in every discussion online, the divisiveness is orders of magnitude larger than with Apple. Apple too caused that, but nowhere near wat Tesla does. To me it shows that they will cause change on a society level like with the smartphone. (driving electric, FSD, renewable grid,...) This does not only apply to people, but a lot of companies will do everything in their power in obstructing that. Tesla has a bright future, and their shares will be minimum 1000$ in 2030. FSD will become a fact. Maybe not (El)on time, but Tesla will be the one that solves it. They will be the largest supplier of batteries and changing stations, replacing most part of the current Oil & Gas infrastructure. They just go for it and make it happen. And it is the complete opposite of what I see at my company where I work, where everything is stagnated and nothing gets done...

cannasseurs

With advancements in AI, big tech is positioned the best, so are chip makers. Tesla FSD, OpenAI, Bard, and other AI tech needs a boat load of computing power and chip demand and tech companies will be the biggest winners as we move to an autonomous AI driven revolution. This is bigger than the industrial revolution.

kellarman

Unfortunately, when a CEO like that is brilliant at lying and self promotion, allowing him to raise capital from unknowing VCs and public markets, and also raise capital from customers for future products (like FSD or deposits for future models) the company manages to survive (and in a way thrive, at least financially) for wayyy longer than it should. It’s unsustainable tho, unless they manage to radically change their culture from selling future promises to investors and customers (who are also under the impression that they’re “investing”), to selling actual products and services that’s available now and people want now.

sus-water

I've been in tech as a software engineer for nearly a decade and started in hardware a few years earlier. So I don't really know if that gives their air of expertise you seem to believe. No do I believe the Chevy Bolt EUV is represents the pinnacle of EV competition that tesla is facing in the next decade. Their main problem is that their manufacturing capacity is limited to very few models at limited price points, and don't do yearly overhauls in their models. Despite only having very variations of vehicles that they produce compared to Toyota or Hyundai, their build quality is still terrible. My favorite was seeing my friend get a Model Y a few years back then listening to him complain about all panel gaps and the cheap internal fixtures. Entry level BMWs or Mercedes at similar price points are built far better. There's no doubt that tesla's software is still ahead of competitors, but the biggest selling point of it was FSD - which is far behind the promised outcomes. There's no reason to believe traditional automakers won't improve their IT infrastructure.

fredandlunchbox

NVDA literally powers every AI company besides google. The software that AI is built on is specifically coded to work on NVDA hardware (cuda). All your favorite AI companies pay for time on NVDA cards or own a whole bunch of them. On top of that, all the incredible Unreal engine graphics you're seeing? Yeah, that's all NVDA too. Movies, architecture, product design, and oh yeah the multi-billion dollar gaming market -- all that shit depends on NVDA. And they make the self-driving tech that powers Mercedes, which has [permission to deploy FSD cars in America](https://www.businessinsider.com/mercedes-benz-level-3-drive-pilot-tesla-full-self-driving-fsd-2023-2). On top of that, no one is even close to catching them. Everyone is several generations behind. Every card they release is the best card on the market. But yeah, probably overvalued, sure.