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Such a shame that Tesla will need to report the Robotaxi rollout due to tariffs /s. I kid you not - this is a great excuse and they will 100% use it in some way
by TheAlchemist 2y ago
Such a shame that Tesla will need to report the Robotaxi rollout due to tariffs /s. I kid you not - this is a great excuse and they will 100% use it in some way.
It's already clear for a lot of people that the numbers at Tesla don't add up. They were able to cut a lot of (legal and accounting...) corners when they were growing quickly, but it will be much more complicated now when they are contracting.
Sure they can kick the can down the road a bit, let's say for 4 years during which US seems to be akin to a Banana Republic, but what's the end game ?
Is there anyone serious who still believes that this is a 1 Trillion $ company ? I would love to hear some serious arguments (other than projecting 100s of Billions $ from Robotaxis next year...)
- enslavedrobot 2y agoWell lots of institutions hold hundreds of billions worth of the stock. It's easy to forget that the easiest person to fool is yourself. There were equally compelling reasons for me to think that Google, Amazon, and Apple were wildly over valued in the 2000s. I was dead wrong. When evaluating a stock's value it's always important to look for reasons you're wrong instead of minimizing contradictory data. One data point of interest is that for the past few weeks Tesla cars built in Texas have been driving unsupervised from the factory across the highway to the end of line facility on uncontrolled roads. So far 50k miles without incident. They are also driving unsupervised at the Fremont factory.