Vince 🐍🎷 @808Vinny
San Francisco, CA Joined January 2010-
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NEWS: $TSLA is investing big in AI: $10B this year for training and inference, primarily in-car How might this Tesla's AI advancements impact autonomous driving capabilities?
NEWS: $TSLA is investing big in AI: $10B this year for training and inference, primarily in-car How might this Tesla's AI advancements impact autonomous driving capabilities?
Tesla comments on new production roadmap. 🤯 How could we (my team and I) have not considered that explanation to the nonsense of the Reuters article? Seems obvious right strategy, now that we see it written down. 😌 We should have anticipated. One ALWAYS learn in this job
Tesla has started construction on the Semi factory in Reno, Nevada. According to Lars Moravy, "first vehicles are planned for late 2025 with external customers starting in 2026."
$TSLA’s choice to spend money on R&D rather than on ads is not fully appreciated and illustrated fully in today’s earning call. Instead of spending billions on ads they spent that money their own battery line and with Elon’s relentless pursuit of efficiency Tesla achieved…
This is the main reason Elon is re-organizing Tesla
Tesla: A sequential decline in volumes was partially caused by the early phase of the production ramp of the updated Model 3 at our Fremont factory and factory shutdowns at Gigafactory Berlin resulting from shipping diversions caused by the Red Sea conflict and from an arson…
TSLA *WE EXPERIENCED NUMEROUS CHALLENGES IN Q1, FROM THE RED SEA CONFLICT AND THE ARSON ATTACK AT GIGAFACTORY BERLIN *QTRLY REVENUE $21,301 MLN VS $23,329 MLN AS REPORTED LAST YEAR *IN 2024, GROWTH RATES OF ENERGY STORAGE DEPLOYMENTS AND REVENUE IN ENERGY GENERATION AND STORAGE…
TSLA TESLA TO ACCELERATE LAUNCH OF MORE AFFORDABLE MODELS TSLA: "We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of 2025. These new vehicles, including more affordable…
Tesla shareholder deck photos are out (1 of 2)
Katy Perry has take delivery of her Cybertruck. She has over 400 million followers across all platforms and is the 6th most followed X account in the world.
Katy Perry has take delivery of her Cybertruck. She has over 400 million followers across all platforms and is the 6th most followed X account in the world.
@charity_trades @jamesdouma James is largely correct. We know roughly what the car will do in 3 to 6 months. When a more advanced AI model is trained, it will have several breakthroughs, but also dozens of bugs where it performs much worse. Takes a few months to fix those bugs and complete safety tests.
according to @jamesdouma - Elon/Tesla can see up to 6 months ahead of what the public has access to if v12.4 should indeed arguably be called v13 (according to Musk), he’s likely seen a breakthrough
according to @jamesdouma - Elon/Tesla can see up to 6 months ahead of what the public has access to if v12.4 should indeed arguably be called v13 (according to Musk), he’s likely seen a breakthrough https://t.co/waaOg7SuG1
$TSLA 🇨🇳 Tesla will work with Baidu to bring the Baidu Map V20 to all users in May. FSD is closer.
This is nuts! I know bunch of older non-city dwellers who would have almost a heard attack having to cross this intersection.
This is nuts! I know bunch of older non-city dwellers who would have almost a heard attack having to cross this intersection.
Ecosystem
Another perk for Tesla EV is its super low maintenance. The only time I sent my car to maintenance over the past 5 years is for a simple tire rotation.
Another perk for Tesla EV is its super low maintenance. The only time I sent my car to maintenance over the past 5 years is for a simple tire rotation.
Training ML models is addictive. YOLO training is even more captivating.
Good morning with good news: Battery recycling by Redwood cuts environmental cost of EV materials as much as 80%. "95% of the key minerals in batteries" can be profitably recycled. Redwood will produce in US key material for 1.3 million EVs by 2028! bloomberg.com/news/features/…
I made the difficult decision to move on from Tesla after 18 years yesterday. I am so thankful to have worked with and learned from the countless incredibly talented people at Tesla over the years. I loved tackling nearly 🤣 every problem we solved as a team and feel gratified…
Shorts are so “smart” they are even heavily shorting this 3x levered bear ETF for small caps. $TNA $IWM $IJR $RUT @fundstrat
Whole Mars Catalog (S.. @WholeMarsBlog
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@WholeMarsBlog Tesla will spend around $10B this year in combined training and inference AI, the latter being primarily in car. Any company not spending at this level, and doing so efficiently, cannot compete.
@amitisinvesting Probably spending most of it on H100 $NVDA
Tesla comments on new production roadmap. 🤯 How could we (my team and I) have not considered that explanation to the nonsense of the Reuters article? Seems obvious right strategy, now that we see it written down. 😌 We should have anticipated. One ALWAYS learn in this job
@1stPrincipleInv I screwed up my conection and was an undidentified participant!! 😟
Tesla has started construction on the Semi factory in Reno, Nevada. According to Lars Moravy, "first vehicles are planned for late 2025 with external customers starting in 2026."
@808Vinny @freshjiva Exactly, seems to me there is far too much auto advertising, and only 20% buy new cars anyway. All it does is increase the car price !
This is the main reason Elon is re-organizing Tesla
Tesla: A sequential decline in volumes was partially caused by the early phase of the production ramp of the updated Model 3 at our Fremont factory and factory shutdowns at Gigafactory Berlin resulting from shipping diversions caused by the Red Sea conflict and from an arson…
$TSLA: EPS Miss by 1c - Rev Miss -- Rev $21.3B .. Exp $22B
TSLA *WE EXPERIENCED NUMEROUS CHALLENGES IN Q1, FROM THE RED SEA CONFLICT AND THE ARSON ATTACK AT GIGAFACTORY BERLIN *QTRLY REVENUE $21,301 MLN VS $23,329 MLN AS REPORTED LAST YEAR *IN 2024, GROWTH RATES OF ENERGY STORAGE DEPLOYMENTS AND REVENUE IN ENERGY GENERATION AND STORAGE…
TSLA TESLA TO ACCELERATE LAUNCH OF MORE AFFORDABLE MODELS TSLA: "We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of 2025. These new vehicles, including more affordable…
Tesla shareholder deck photos are out (1 of 2)
Katy Perry has take delivery of her Cybertruck. She has over 400 million followers across all platforms and is the 6th most followed X account in the world.
@charity_trades @jamesdouma James is largely correct. We know roughly what the car will do in 3 to 6 months. When a more advanced AI model is trained, it will have several breakthroughs, but also dozens of bugs where it performs much worse. Takes a few months to fix those bugs and complete safety tests.
according to @jamesdouma - Elon/Tesla can see up to 6 months ahead of what the public has access to if v12.4 should indeed arguably be called v13 (according to Musk), he’s likely seen a breakthrough
the real question is: what has @elonmusk seen this past few weeks that led him to: -multiply the number first-time FSD users via free trial -reduce FSD to $99 a month -announce 8/8 robotaxi unveil he must be seeing something related to v12.4+ or internal key metrics that are…
Tesla exists to accelerate the world’s transition to sustainable energy. Thank you to our owners, employees & advocates for supporting us in our mission! Happy Earth Day 🌎