Tesla

“Wind tunnels and modern, you know, EPA regulations have basically reduced car design to a big bunch of mid design. Like everything looks the same on the road. And so I kind of respect them for putting out just a completely different vision.”

“Here's what I heard about the Cybertruck from someone who has it already, which is that the first Liz did this too. It states it has 300 miles, but then it's like going, it really like has one 50 and apparently the Cybertruck is, is Non-performant in the same …”

“The process was clearly broken and like clearly it was an inside deal. But on the flip side, I think if you ask most shareholders, it's actually been fine for them.”

“It's like he fucking delivered. What do you want?”

“Because it's basically a meme stock.”

“And like, I just, like the Model Y is one of the greatest products ever created. Like, it's unbelievable.”

“Yes. Unless he does some hissy fit about his compensation package and like.”

“Like, my opinion has always been that this thing is a computer that drives, not a car that has a computer in it.”

“GM's like what? Like a fifty billion dollar company? Tesla's a five hundred billion dollar company. GM delivers like six times as many cars, right?”

“I think it's a car company. I think it's always been a car company with a GameStop slapped on top, right?”

“This self-driving world, which to me still feels five, 10 years away, right? And so this thing's just going to stay sideways if they don't get that car out the door.”

“They're not the biggest shipping EV company in the world anymore. It's that Chinese company. Everyone has EVs. That kind of like structural advantage that makes them dramatically more valuable or differentiated from car companies is gone.”

“I would argue that it is right now, but it's mis-executing.”

“We are long Tesla, and we're the only ones, we are users, so we know a little bit more.”

“You have to get the self-driving thing. That's the only play, which is why they're so obsessed with it right now. It's the only thing that can possibly justify how they trade.”

“There's something like 35 reports into the CEO, which is typical of how I guess Elon likes running companies.”

“And then the Elon thing, I think, is a little bit, it's all that plus a special case, which is like, he needs a thing which isn't an incredibly competitive market to support the type of premium his stock is getting.”

“The Tesla story from my perspective is a story of this doesn't actually work great as a business. So look at this new shiny object, right? It's like, okay, like electric cars not growing as fast as we thought. We're not, we're losing market share, which of cou…”

“I worry that what they're doing is not actually operating as like a company trying to drive for efficiency in what they do. Instead they're operating as a financial institution, trying to support a narrative and a stock price.”

“The non-automated robotics that tanks the stock price because they weren't working.”

“Elon paints a very picture that's very exciting, but like, I mean, it's pretty deceptive, right? You kind of are like doing it for what looks like a great. Clip for X or for Instagram, but it's not real.”

“Tesla has also assembled the largest supercomputer in the history of humanity. That's a Tesla asset that is the GPU cluster that they've put together.”

“The robo van is actually, I think way more exciting than the robo taxi. I think because it can seat up to 20 people, but it can also be like its own retail space. Like the amount of square footage you have in that thing creates like businesses on wheels.”

“They're pitching it as a consumer thing, but it's very clearly military technology.”

“He can't sell full self-driving in China, and it's crushing Tesla compared to the local market, and of course he's so dependent on other things.”

“Tesla in my mind has always been a meme stock and a meme product anyway”

“The Chinese carmaker BYD is, like, crushing them. Like, they're up 30% year-over-year, already beating Tesla. They just, they're building a new manufacturing plant the size of San Francisco.”

“If we unwind the clock and ask ourselves why Elon Musk decided to endorse and help elect Donald Trump, I actually think the fate of Tesla in China was a not insignificant part of the equation, and what was happening at the time was the Chinese government hadn'…”

“Whoever these activism organizations are that you know, organize the protests around Tesla dealerships, like they're having a real impact right now, right? They're scaring Tesla owners. Tesla owners want to sell their cars. People are afraid to be driving thei…”

“Well, the Tesla sales is definitely related to Elon and Doge, no question.”

“People are just unloading Teslas at a ridiculous rate right now, and it's not like these are bad cars, right? It's a fully cultural under underpricing moment.”

“Like, look, I think at the end of the day, it's the best American made car that there is, right? Like it's unequivocal. If you kind of separate the cultural thing going on with Elon and Trump and mega and all of that stuff, and you just look at the Tesla objec…”

“Clearly it's really damaged the brand of Tesla.”

“All Tesla is, is a very overpriced option on, like, robotic infinity self-driving robots, right?”

“I just don't think there's still another car on the market that can, that competes with all of the different features that Tesla offers.”

“If it weren't an Elon company and there wasn't a Messiah return story, like this thing would be getting fucking hammered.”

“I believe there are 11 of them available, 11 maybe, give or take one or two.”

“There is a safety driver in the passenger seat.”

“Like, the thing that's kind of wild to me though, and all this stuff is like, it's somehow still like trading as a trillion dollar company. Like, it's like, it's ridiculous, right? The whole thing, right? And like, it's transparently ridiculous.”

“You forgot the most important line, which is you're not going to have regulatory approval.”

“And so I'd say that like, I would say that just in the spectrum of like, Tesla only exists as Tesla, because Elon is a great marketer, right? Like, I would say that the same thing is true of OpenAI is like, it was a very explicit marketing heavy strategy.”

“This week I was looking at there's a new interface on the Tesla when you click on autopilot that tells you the percentage of time that the car has been self-driving. And I hadn't seen this before. And mine is somewhere in the range of 70%, which is like actual…”

“Both Tesla and SpaceX are the two highest, I believe, like, dollars per dollar of revenue, or whatever you want to do, like, things in the world.”

“It's gonna be so pervasive that they're self-driving cars. Actually self-driving on all the roads instantly as soon as it's legal to do so.”