James Cat@TSLAFanMtl
Life sciences and business background. Marketer. Tesla commentary & analysis. Use Twitter to feed my Tesla addiction. Next car will be a Tesla! Montréal, Québec Joined December 2011-
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Shame on you @PremierofNL.
F150 Lightning is a good EV. The fact that sales are terrible shows how much work there is to do in the U.S.
Quand ça va mal, ça va mal!
We are so close to the date and yet estimates still appear to be all over the place.
We are so close to the date and yet estimates still appear to be all over the place.
Yes. This supports the thesis that Tesla can/will eventually solve FSD by uncovering/training on the edge cases, now that compute is no longer a constraint. This is very bullish for FSD. Everything has changed since v12.3.
Yes. This supports the thesis that Tesla can/will eventually solve FSD by uncovering/training on the edge cases, now that compute is no longer a constraint. This is very bullish for FSD. Everything has changed since v12.3.
Inflation is dead.
425k for Q1 is plausible but what in the F of all Fs are they smoking to expect an adjusted EPS of $0.24?!
425k for Q1 is plausible but what in the F of all Fs are they smoking to expect an adjusted EPS of $0.24?!
Incredible upgrade over v11. The data is objective. I think everyone can agree that it was a huge step forward.
Incredible upgrade over v11. The data is objective. I think everyone can agree that it was a huge step forward.
Here is the short-term bull case for $TSLA. Everyone and their mom knows Q1 will be a tough delivery print. The stock has been moving higher despite this ever since FSD v12.3 landed. We also had good news about 4680 ramp, CT ramp and Tesla has started advertising more broadly.… x.com/i/web/status/1…
Hearing very positive FSD v12.3.2 reviews from Montrealers. If it works well in this crazy city with our terrible roads, aggressive drivers and confusing bilingual signs, it can work anywhere.
Let's get some videos up, folks!!
Delivery struggles this quarter boil down to basically 2 things: 1. China 2. Slow ramp of Model 3 production following the refresh, affecting US Model 3 sales. Europe/Canada/RoW not too bad. Not that anyone cares about deliveries anymore anyway lol.
FSD v12.3 looks to be ~3x better than FSD v11 based on the user-submitted intervention data.
ASS incoming. (lol)
Market be like:
Market be like: https://t.co/3kTlt1mxSO
Gary Black @garyblack00
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NEWS: Tesla now showing in house wrapped Cybertrucks in their showrooms. This is Tesla's $6k satin ceramic white color paint fim. https://t.co/nALbhf4IBB
Shooting my shot: - I have enthusiastically followed FSD since development first started. - I have owned 2 Teslas with FSD and use it extensively. - I use it in all types of scenarios and have contributed as much unique data as I could. - I scored a 100 safety score when it first… x.com/i/web/status/1…
@TSLAFanMtl Gosh.... I guess that $TSLA IR meeting in Austin a few weeks back was a doozy ... Wonder what that IR data says, after it gets released tomorrow/Saturday. Gonna be interesting!
The new update on Patreon is up. Sorry for the delay. patreon.com/posts/q1-2024-… I estimate a year-over-year decline in deliveries compared to 422,875 in Q1 2023. I will tweet my final estimate on March 31st. By the way, we still don't have the Company Compiled Consensus.
@eliasmrtnz1 @CYBRLFT @EmmetPeppers @EVGuyCanada Yeah, this is good. People like charts that go up and to the right! 🤓📈
Family member is taking delivery of a Model Y today at Tesla St-Bruno. There’s a Cybertruck in the parking lot - with Quebec plates.
@TSLAFanMtl TSLAQ previously used this data to negatively speak about FSD… I was told V12 would be no better than V11 specifically due to the fact that this data never improved… I wonder what those same people would say today?
@TSLAFanMtl Hang on to the support levels, just like in my post about 10 hours ago 👍
@TSLAFanMtl Wonder if these high numbers are intentional to set the bar high, so that it seems to be a big miss.
I finished my calculation for today's Patreon update but writing the commentary will take some time. So, just wanted to say that it's only 1,000 units higher than the March 24th update here: patreon.com/posts/q1-2024-… Here are some Model X VINs in case some people find this… x.com/i/web/status/1…
@TSLAFanMtl Going from n64 to Gamecube was nice but nothing will ever beat going from snes to n64
@TSLAFanMtl Check this, James 👇 Bull & bear expect way higher (not sure when the orginal was filmed, tbh... YT 🤷♂️) x.com/anthonyisonlin…
@TSLAFanMtl Check this, James 👇 Bull & bear expect way higher (not sure when the orginal was filmed, tbh... YT 🤷♂️) x.com/anthonyisonlin…
@TSLAFanMtl Importantly, the more training and solving of marked edge cases, the more interpolation and — eventually — extrapolation for unseen situations. In human terms, FSD will start to "understand" the physical world more similarly to how we do, and in the process acting more humanlike.
@TSLAFanMtl @realVeshnu 💯 Pace of innovation is literally all that matters at this point.
@TSLAFanMtl When will the fed listen to you guys?! Must lower rates and boost stock prices NOW! 😎
@TSLAFanMtl my working theory is they like to low ball EPS numbers so tesla will beat expectations as they have it rated as a buy...