4 ms·

That's all good, don't worry, the stock is doing quite well, near its record high. A man jumping around in spandex is all they need.

by haspok 9mo ago

piva00 9mo ago
It's actually bizarre how seemingly nothing impacts $TSLA: profits down 46%, revenue down 3%, cutting successful product lines that used to sell quite a bit, a massively failed product in the Cybertruck, FSD promises still unfulfilled, and on top of all that US$ 2 billion siphoned away to another unrelated company. With all of that, the stock closed upwards on the after market hours. Perhaps only Musk's death could cause it to tank, would have never expected to see a cult of personality being run on the top of S&P 500 market caps, what a strange world...
- 2muchcoffeeman 9mo ago
  It’s being valued on the hope that they will crack full self driving. People still believe they will crack it.
  - brightball 9mo ago
    Have you tried FSD on a HW4 model recently?
    - Deklomalo 9mo ago
      And? FSD is good in video, given. But its not full self driving as it still requires you to keep an eye on it. Real FSD for me at least, means I can sit in a 'car' open a laptop and work. But honestly working with a laptop in a car makes it dangerous when driving fast. For my work commute, I don't need a FSD. For my holiday also not. What I want is real and save FSD something which has proofen on the road that it is really really good. We are far away from this. 5 years minimum if not 10. And while Tesla is playing around with FSD and putting it now behind a subscription and fooled everyone with the promise of FSD with HW3 and below, it will not suddenly make Tesla the single leader in FSD at all. Waymo is working on it, Xpeng can do it, BMW, Mercedes and Nvidia. For Cybertaxies alone you need a lot of infrastructure (parking spots), cleaning crew, management software etc. you need the legal framework to be allowed to drive them (not going to happen anytime soon in europe) and then you only compete with normal taxis and uber.
      - FeloniousHam 9mo ago
        > Real FSD for me at least, means I can sit in a 'car' open a laptop and work. Sure. Meanwhile, I'm literally using FSD 90% of the miles driven in my Y (the last update added a counter). I can appreciate a non-existant better product as much as the next guy, but as it is my daily commute is vastly improved. FSD isn't perfect (probably about 90%!), but it's everyday amazing and useful.
        Deklomalo 9mo ago
        And for what exactly? What did it do to your commute? how long do you commute? What do you do know why sitting in front of your stearing wheel? I listen to music and audibooks and I would not have a device between me and the airbag.
        deleted 9mo ago
        [deleted]
        brightball 9mo ago
        Yep. If anything the only complaint is that it can be “too safe” when I might personally be more aggressive making a turn for example. Last time I went 5 hours to Raleigh and back I let it drive door to door and it was incredible.
      - slfnflctd 9mo ago
        > open a laptop and work I'm still convinced we are going to need dedicated roads - or lanes at the very least - and dedicated parking/waiting areas for this to be feasible on a truly large scale. However, it may be easier than we think-- they've already done something like this for rideshare drivers in many places, and it wouldn't necessarily need to be much more complicated than that.
        piva00 9mo ago
        Just build trains at that point, I use my laptop for work all the time when riding for a few hours. It has its dedicated lane, can travel at 220km/h, and it's a much smoother ride than any pothole'd American road.
    - Tiktaalik 8mo ago
      what does it matter? Who is going to drive a nazi cab when you can take a Waymo? Beyond that the fact that both Google and Rivian are so sure LIDAR is critical it suggests that the LIDAR-less solution is unsafe and kept afloat by musk hype and neutered USA regulators.
      - brightball 8mo ago
        The safety numbers do not reflect that. https://www.tesla.com/fsd/safety https://www.tesla.com/fsd/safety
  - johnthewise 9mo ago
    It's more of a bet on the optimus
    - cedws 9mo ago
      Optimus looks like a joke compared to the robots China has developed like Unitree.
    - piva00 9mo ago
      Isn't that an issue as well? It's always a bet on the next promised land which never arrives, the goalposts change but the stock never takes a hit from undelivered promises, it's bonkers.
    - 2muchcoffeeman 8mo ago
      Same same. What are they going to build? An AI bot or a bot controlled by a human? AI bot of course. Assuming it can move fast enough and is powerful enough, won’t work without competent AI.
  - cedws 9mo ago
    Meanwhile Waymo has actually cracked self driving, and is operating a fleet of taxis. Tesla said they were going to do this at least as far back as like 2018, and still aren’t. They’re being beaten on every front.
    - dmix 9mo ago
      > Tesla said they were going to do this at least as far back as like 2018, and still aren’t. Tesla Robotaxis are fully operating in Austin since November and they are running a pilot in San Francisco with safety drivers? https://www.teslarati.com/tesla-opens-robotaxi-access-to-everyone-one-catch-ios/ https://www.teslarati.com/tesla-opens-robotaxi-access-to-eve...
      - cedws 9mo ago
        Seems I was wrong. However, the Robotaxi fleet is still tiny compared to Waymo's. Jalopnik said the fleet was only 34 cars as of EOY 2025[0]. Waymo had over 2,000 as of September 2025[1]. [0]: https://www.jalopnik.com/2063124/tesla-austin-robotaxi-fleet-34-cars/ https://www.jalopnik.com/2063124/tesla-austin-robotaxi-fleet... [1]: https://www.automotiveworld.com/articles/waymo-confirms-fleet-size-now-exceeds-2000-robotaxis/ https://www.automotiveworld.com/articles/waymo-confirms-flee...
        joquarky 9mo ago
        Elsewhere in this discussion someone pointed out that each Tesla robotaxi in Austin is being directly followed by a supervisor in another car. That resource constraint could explain the low number.
        dmix 8mo ago
        I looked it up and two articles sourced a twitter video of an Tesla fanboy influencer claiming a chase car was following his taxi https://x.com/JoeTegtmeyer/status/2014410572226322794 https://x.com/JoeTegtmeyer/status/2014410572226322794
        8mo ago
- KptMarchewa 9mo ago
  Once they actually start bleeding money they will go down.
- HWR_14 9mo ago
  > would have never expected to see a cult of personality being run on the top of S&P 500 market caps, Steve Jobs had a cult of personality as well. Of course Apple had financial reasons to support its valuation when he was leading it in the 2000s
  - piva00 9mo ago
    But Apple under Steve Jobs had all the financial numbers to support it, it wasn't valued solely on Steve Jobs' personality, the products were there, and being loved by consumers. Revenue wasn't dipping while the stock was going up, revenue, market share, profits were consistently on the rise.
- Balinares 9mo ago
  I think it was the FT that observed about a year ago that even as institutional investors were pulling away from US equities, retail investors (redditors, if you will) were filling in the gap quite enthusiastically. (You know, "Buy the dip!! " and brethren.) I don't know to what extent that's still the case. But someone always ends up with the hot potato no matter what.
- sekai 9mo ago
  The most successful meme stock in history, all driven by - "coming soon"
- ActorNightly 9mo ago
  Its not bizzare. Retail investors can no longer compete with big banks, who pretty much set the stock price. Elon solidified this with DOGE by removing oversight of such things. At this point, investing is exacly like playing slots at casino.

That's all good, don't worry, the stock is doing quite well, near its record high. A man jumping around in spandex is all they need.

by haspok 9mo ago

That's all good, don't worry, the stock is doing quite well, near its record high. A man jumping around in spandex is all they need.

piva00 9mo ago

It's actually bizarre how seemingly nothing impacts $TSLA: profits down 46%, revenue down 3%, cutting successful product lines that used to sell quite a bit, a massively failed product in the Cybertruck, FSD promises still unfulfilled, and on top of all that US$ 2 billion siphoned away to another unrelated company. With all of that, the stock closed upwards on the after market hours. Perhaps only Musk's death could cause it to tank, would have never expected to see a cult of personality being run on the top of S&P 500 market caps, what a strange world...

2muchcoffeeman 9mo ago
It’s being valued on the hope that they will crack full self driving. People still believe they will crack it.
- brightball 9mo ago
  Have you tried FSD on a HW4 model recently?
  - Deklomalo 9mo ago
    And? FSD is good in video, given. But its not full self driving as it still requires you to keep an eye on it. Real FSD for me at least, means I can sit in a 'car' open a laptop and work. But honestly working with a laptop in a car makes it dangerous when driving fast. For my work commute, I don't need a FSD. For my holiday also not. What I want is real and save FSD something which has proofen on the road that it is really really good. We are far away from this. 5 years minimum if not 10. And while Tesla is playing around with FSD and putting it now behind a subscription and fooled everyone with the promise of FSD with HW3 and below, it will not suddenly make Tesla the single leader in FSD at all. Waymo is working on it, Xpeng can do it, BMW, Mercedes and Nvidia. For Cybertaxies alone you need a lot of infrastructure (parking spots), cleaning crew, management software etc. you need the legal framework to be allowed to drive them (not going to happen anytime soon in europe) and then you only compete with normal taxis and uber.
    - FeloniousHam 9mo ago
      > Real FSD for me at least, means I can sit in a 'car' open a laptop and work. Sure. Meanwhile, I'm literally using FSD 90% of the miles driven in my Y (the last update added a counter). I can appreciate a non-existant better product as much as the next guy, but as it is my daily commute is vastly improved. FSD isn't perfect (probably about 90%!), but it's everyday amazing and useful.
      - Deklomalo 9mo ago
        And for what exactly? What did it do to your commute? how long do you commute? What do you do know why sitting in front of your stearing wheel? I listen to music and audibooks and I would not have a device between me and the airbag.
        deleted 9mo ago
        [deleted]
      - brightball 9mo ago
        Yep. If anything the only complaint is that it can be “too safe” when I might personally be more aggressive making a turn for example. Last time I went 5 hours to Raleigh and back I let it drive door to door and it was incredible.
    - slfnflctd 9mo ago
      > open a laptop and work I'm still convinced we are going to need dedicated roads - or lanes at the very least - and dedicated parking/waiting areas for this to be feasible on a truly large scale. However, it may be easier than we think-- they've already done something like this for rideshare drivers in many places, and it wouldn't necessarily need to be much more complicated than that.
      - piva00 9mo ago
        Just build trains at that point, I use my laptop for work all the time when riding for a few hours. It has its dedicated lane, can travel at 220km/h, and it's a much smoother ride than any pothole'd American road.
  - Tiktaalik 8mo ago
    what does it matter? Who is going to drive a nazi cab when you can take a Waymo? Beyond that the fact that both Google and Rivian are so sure LIDAR is critical it suggests that the LIDAR-less solution is unsafe and kept afloat by musk hype and neutered USA regulators.
    - brightball 8mo ago
      The safety numbers do not reflect that. https://www.tesla.com/fsd/safety https://www.tesla.com/fsd/safety
- johnthewise 9mo ago
  It's more of a bet on the optimus
  - cedws 9mo ago
    Optimus looks like a joke compared to the robots China has developed like Unitree.
  - piva00 9mo ago
    Isn't that an issue as well? It's always a bet on the next promised land which never arrives, the goalposts change but the stock never takes a hit from undelivered promises, it's bonkers.
  - 2muchcoffeeman 8mo ago
    Same same. What are they going to build? An AI bot or a bot controlled by a human? AI bot of course. Assuming it can move fast enough and is powerful enough, won’t work without competent AI.
- cedws 9mo ago
  Meanwhile Waymo has actually cracked self driving, and is operating a fleet of taxis. Tesla said they were going to do this at least as far back as like 2018, and still aren’t. They’re being beaten on every front.
  - dmix 9mo ago
    > Tesla said they were going to do this at least as far back as like 2018, and still aren’t. Tesla Robotaxis are fully operating in Austin since November and they are running a pilot in San Francisco with safety drivers? https://www.teslarati.com/tesla-opens-robotaxi-access-to-everyone-one-catch-ios/ https://www.teslarati.com/tesla-opens-robotaxi-access-to-eve...
    - cedws 9mo ago
      Seems I was wrong. However, the Robotaxi fleet is still tiny compared to Waymo's. Jalopnik said the fleet was only 34 cars as of EOY 2025[0]. Waymo had over 2,000 as of September 2025[1]. [0]: https://www.jalopnik.com/2063124/tesla-austin-robotaxi-fleet-34-cars/ https://www.jalopnik.com/2063124/tesla-austin-robotaxi-fleet... [1]: https://www.automotiveworld.com/articles/waymo-confirms-fleet-size-now-exceeds-2000-robotaxis/ https://www.automotiveworld.com/articles/waymo-confirms-flee...
      - joquarky 9mo ago
        Elsewhere in this discussion someone pointed out that each Tesla robotaxi in Austin is being directly followed by a supervisor in another car. That resource constraint could explain the low number.
        dmix 8mo ago
        I looked it up and two articles sourced a twitter video of an Tesla fanboy influencer claiming a chase car was following his taxi https://x.com/JoeTegtmeyer/status/2014410572226322794 https://x.com/JoeTegtmeyer/status/2014410572226322794
      - 8mo ago
KptMarchewa 9mo ago
Once they actually start bleeding money they will go down.
HWR_14 9mo ago
> would have never expected to see a cult of personality being run on the top of S&P 500 market caps, Steve Jobs had a cult of personality as well. Of course Apple had financial reasons to support its valuation when he was leading it in the 2000s
- piva00 9mo ago
  But Apple under Steve Jobs had all the financial numbers to support it, it wasn't valued solely on Steve Jobs' personality, the products were there, and being loved by consumers. Revenue wasn't dipping while the stock was going up, revenue, market share, profits were consistently on the rise.
Balinares 9mo ago
I think it was the FT that observed about a year ago that even as institutional investors were pulling away from US equities, retail investors (redditors, if you will) were filling in the gap quite enthusiastically. (You know, "Buy the dip!! " and brethren.) I don't know to what extent that's still the case. But someone always ends up with the hot potato no matter what.
sekai 9mo ago
The most successful meme stock in history, all driven by - "coming soon"
ActorNightly 9mo ago
Its not bizzare. Retail investors can no longer compete with big banks, who pretty much set the stock price. Elon solidified this with DOGE by removing oversight of such things. At this point, investing is exacly like playing slots at casino.