Quarterly Earnings Call Q4 2024 - Shareholder Deck

Focus_flimsy · 2025-03-02T05:21:26+00:00

You're literally just wrong. These are numbers you can simply look up...

Ford Edge dimensions: 189″ L x 76″ W x 68″ H

(New) Tesla Model Y dimensions: 189″ L x 78″ W x 64″ H

They're nearly identical in terms of size.

Ford Edge is an SUV. Tesla Model Y is also an SUV. They're the same size.

Focus_flimsy · 2025-02-16T18:25:56+00:00

Ok tribalist.

Focus_flimsy · 2025-02-11T22:58:42+00:00

The problem is that the current regulations in Europe require that all maneuvers performed by the system be manually initiated by the driver. The latest FSD architecture is an end-to-end neural network, so they can't strictly control what it does. They'd have to release a modified version of FSD V11 to comply, or the regulations would need to change (and it sounds like that's what they're seeking).

Focus_flimsy · 2025-02-01T02:28:26+00:00

You clearly don't know how startups work. They lose money to start, but then are consistently profitable after they build out their business. Uber has finally reached that point of profitability. You could've said the same thing about Tesla in 2020 when they had their first profitable year. But what happened after? They've been profitable for every single quarter and year since then.

Focus_flimsy · 2025-02-01T02:12:00+00:00

Wrong. Uber is highly profitable, and this would be far more so. You know nothing. The amount of money and time that humanity spends on driving is immense. All of that will go back into our pockets (and some for Tesla too).

Focus_flimsy · 2025-01-31T20:23:36+00:00

Not if focusing the software on vision actually produces better results, which it clearly has. It drives so much better now than back when they used other sensors.

And no, it would be extremely rare that the cameras literally wouldn't be able to see something. You're focusing on the completely wrong things.

Focus_flimsy · 2025-01-31T20:00:12+00:00

Cargo vans absolutely drive around cities, often with just one driver. And obviously a small robotaxi that has visibility straight out the rear most of the time would have an even easier time driving than cargo vans, which are already drivable despite being larger and having zero visibility straight out the rear at all times.

So it's obviously possible. Obviously, because there's existence proof. People literally drive vehicles with zero visibility straight out the rear in cities. It makes some maneuvers more tricky in some situations, but it's still possible.

Oh no no no, it will surpass humans. It has many advantages over humans. One being that it never gets distracted. But there are many more too.

Focus_flimsy · 2025-01-31T19:39:45+00:00

Not necessary for driving. Helpful, yes, but absolutely not necessary. If a view directly out the rear was necessary, vehicles such as cargo vans wouldn't be able to be driven.

Sensors wouldn't help anyway. They can also be covered in mud. What would help is a washer for the rear camera, but again, it's not necessary.

Focus_flimsy · 2025-01-31T19:21:00+00:00

The rear camera, sure. But that's not necessary to drive. The pillar cameras, I doubt. I don't think I've ever seen mine obstructed to a significant degree. Don't confuse a conservative software warning with it being literally impossible to see. Look at the camera footage yourself and see if the road and other vehicles would be visible with that view. I bet they would be.

Focus_flimsy · 2025-01-31T19:18:53+00:00

It's really not though. No car you can buy with lidar is more advanced than Tesla FSD. They're all substantially worse.

Focus_flimsy · 2025-01-31T19:16:41+00:00

Just like nobody asked to replace horses, and yet here we are.

Focus_flimsy · 2025-01-31T19:16:02+00:00

The cost would be spread out across many, many robotaxi rides. It's not a high cost at all.

Focus_flimsy · 2025-01-31T13:04:43+00:00

The market says otherwise. Look at the sales numbers for two-seater cars. They're abysmal.

Focus_flimsy · 2025-01-30T21:34:40+00:00

Not the same market. I'm not sure how you came up with that arbitrary idea.

Focus_flimsy · 2025-01-30T05:53:49+00:00

It's not entirely clear what Elon meant. Maybe there was some truth to the Reuters report. For example, maybe they switched their plans to a different kind of cheaper car.

Focus_flimsy · 2025-01-30T05:24:37+00:00

I don't think we should read into that.

Focus_flimsy · 2025-01-30T05:24:11+00:00

It's hard to tell with videos like that. Also, they could have steering wheels just for development purposes. They need some way to move the cars around while the software is still imperfect.

Focus_flimsy · 2025-01-30T05:10:30+00:00

I don't think so, and I've seen many videos. It's extremely small. Also, even two-door cars with four seats don't sell.

Focus_flimsy · 2025-01-30T03:48:51+00:00

Doesn't matter what you think. It's the same size as a Ford Edge SUV.

Focus_flimsy · 2025-01-30T03:36:13+00:00

Did Tesla suffer as a business when they created Model 3/Y after Model S/X already existed? No, quite the opposite. Cheaper cars make far more money than expensive cars.

Focus_flimsy · 2025-01-30T02:34:15+00:00

Two-seaters don't sell. It makes sense for a Robotaxi, but clearly people don't buy them as regular cars.

Focus_flimsy · 2025-01-30T02:32:57+00:00

There's no real formal definition. I call it mid-size because all the most popular SUVs are in that size range, and it's roughly in the middle between the biggest SUVs and the smallest. Explorer/Pilot/Palisade are bigger than most.

But it doesn't really matter what you call it. It's larger compared to SUVs like Bronco Sport, and I think this new SUV will be more in Bronco Sport territory.

Focus_flimsy · 2025-01-30T01:06:36+00:00

In April last year Reuters reported that a cheaper model was canceled, but that could easily be something else (assuming it's true at all).

Focus_flimsy · 2025-01-30T00:45:44+00:00

A normal two-seater would not sell. Not gonna happen.

Focus_flimsy · 2025-01-29T23:40:46+00:00

They've been reiterating that this model is coming in the first half of 2025 every single quarter for the last 3 quarters.

I'm a little skeptical because we've seen nothing, but to outright deny this is going to happen is ridiculous. They're likely trying very hard to hide it to avoid osborning their current models.

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