Alexander van de Ven @Alexander_vdVen
AUTOMANAGER alexandervandeven.com Antwerp, Belgium Joined January 2021-
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If vehicle design is being rethought for autonomous, it would seem charging infrastructure should be as well.
Sell side evolution:
Confusion I'm seeing out there: Comparing cybercab economics/business with existing human driven businesses. Where's the flaw? In those businesses the human tends to be the single largest cost. When you remove that, costs can fall and the market can expand dramatically.
Every investor needs a north star. This is mine: 1. Stocks are pieces of a company. A stock goes up 10X if the company's free cash flow per share levels go up 10X too. 2. To do that, a company needs to increase its earning power while increasing its defensibility. Often, this…
@teslaeurope @cybertruck How about organising an FSD v12 test ride (with Tesla employee at wheel) in all those locations? Would go to great lengths to raise public awareness (and put pressure on regulators)! Share/like if you agree @elonmusk @aikisteve @WholeMarsBlog @alex_avoigt @fminderop
OverCapacity in #Automotiveindustry #China? #Facts or #StoryTelling ?? ++ Dudenhoeffer, CAR Bochum, said that the Chinese #electricvehicle #market is far from saturated and will continue to maintain a faster and stronger ... chinaview.cn/20240429/5c753…
FSD 12.3.6 Ride with my Dad Watch in 4K: youtu.be/eIjOs1Gum2M
Morgan Stanley's Adam Jonas has released a short new $TSLA note: He's Back "Elon Musk's visit to China means far more than seeking approval for self driving tech on Chinese roads. Whether Tesla's CEO is sleeping on a floor or on a plane... the message is clear: he's back."
Don’t celebrate on the green days, don’t cry on the red days. feel nothing. The market is a room full of morons all giving their opinion. What does it matter what a bunch of morons think today. All that matters is what the morons will think ten years from now
@thejefflutz @Tesla 🤣🤣🤣👑 Love you, Jeff
Lin Bin is co-founder and vice chairman of Xiaomi. He came to America to personally experience FSD and here is his feedback based on his first test drive on April 26, 2024: “Just went to the Tesla store to experience the FSD v12. Started from the parking lot, went onto the…
@PeterDiamandis Your optimism is a breath of fresh air!
If Tesla FSD is approved in China, it’ll be approved everywhere.
@freshjiva Good point - it's probably worth trillions in market cap.
@piloly We @MisterGreenEU already have a take rate of 35 % of FSD here in Europe We ask an average monthly price of 80 euro per month 35 % FSD take rate for v12 is therefore very plausible
NEW: Investors in truckmakers are in for a shock next year as scope 3 disclosure requirements kick in. Truckmaker emissions are 50% higher than what they report to investors. The only sector with a carbon intensity higher than truckmakers is coal mining. 🧵
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5K Followers 7 Following A weekly podcast discussing everything Tesla & SpaceX. Hosted by @SawyerMerritt @WholeMarsBlog & @stocktalkweeklyConfusion I'm seeing out there: Comparing cybercab economics/business with existing human driven businesses. Where's the flaw? In those businesses the human tends to be the single largest cost. When you remove that, costs can fall and the market can expand dramatically.
Every investor needs a north star. This is mine: 1. Stocks are pieces of a company. A stock goes up 10X if the company's free cash flow per share levels go up 10X too. 2. To do that, a company needs to increase its earning power while increasing its defensibility. Often, this…
@teslaeurope @cybertruck How about organising an FSD v12 test ride (with Tesla employee at wheel) in all those locations? Would go to great lengths to raise public awareness (and put pressure on regulators)! Share/like if you agree @elonmusk @aikisteve @WholeMarsBlog @alex_avoigt @fminderop
“What concerns me is not the way things are, but the way people think things are.” by Epictetus
Don’t celebrate on the green days, don’t cry on the red days. feel nothing. The market is a room full of morons all giving their opinion. What does it matter what a bunch of morons think today. All that matters is what the morons will think ten years from now
May 16, 2023
if the market truly understood what was happening with Tesla AI the stock would be at $400 not $200
Li Auto currently spends $7000 of hardware for self driving assist in each car but they did a teardown and found Tesla hardware costs less than $1500. Just cutting the deal with Tesla would save money and get the system working years ahead. $TSLA
@freshjiva Good point - it's probably worth trillions in market cap.
@Tesla: Name another auto or tech company deploying autonomous driving in the US and China… or monetizing any AI inference / compute in the US AND China? Real scaling has begun, train has left the station… $TSLA
@piloly We @MisterGreenEU already have a take rate of 35 % of FSD here in Europe We ask an average monthly price of 80 euro per month 35 % FSD take rate for v12 is therefore very plausible
@cvalente28 Hmmmm....8000 vehicles over 3 yrs vs 1m/yr with FSD.
@TobiMuelhauser Ich habe Deutsch nicht für ein langer Zeit gesprochen, aber mein Verständnis bleibt hoch, auch wenn es mir beim Sprechen schwer fällt, Worte zu finden. Meine Mütter brachte mich dazu, Deutsch zu lernen – sie sagte, das wäre gut für meine Laufbahn. Ich habe es geliebt, mit JP zu…
BYD exported 250,000 cars in 2023 out of more than 3 million deliveries
For a terrible quarter, $TSLA revenue actually held up quite well! 😅
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