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Mayur मयूर Thaker ठाकर
Rebellionaire
@freshjiva
Chartered Financial Analyst. Cycling. Eastern spirituality. Drumming. Veganism. Indian classical music.
Washington, DC
Joined April 2010
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    my expected timeline for @Tesla autonomous taxis: Q1 '24-Q3 '25: exponential growth in computing power & training, FSD v14 Q4 '25: first unsupervised company-owned robotaxi Q4 '26: first unsupervised customer-owned robotaxi Q4 '27: robotaxi ARR crosses $100m Q4 '28: robotaxi
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    What happens when $TSLA prints a $4 BILLION free cash flow quarter and net cash on the balance sheet swells to nearly $24 billion on January 25? That's at least 3 years of cash runway entering the recession, assuming $0 sales and zero layoffs.
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    $TSLA stock might in fact be the largest transfer of wealth from hedge funds to small-dollar retail investors in the history of the stock market. And that is a glorious thing.
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    finally bought it. 2019 tesla model 3 with FSD for $23k minus $4k federal EV rebate. my first tesla ever. this will be my beater for daily commutes. still likely to buy juniper model y 7-seater next year. $tsla
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    dude FSD just braked HARD and avoided hitting a kid who suddenly ran across the street right in front of my car. omg. this software really should be required on all cars. i never believed this until I started experiencing FSD on a daily basis. $tsla
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    elon isn't anti-semitic lmfao. emotions are causing people to lose their minds.
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    Millennials are significantly poorer than the prior two generations at this point in their lives, and it isn't even close.
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    I'm absolutely pumped for tonight. People are sleeping on this product, when its $TSLA's most important hardware product to date. To be blunt, $55K luxury cars and SUVs don't interest me nearly as much as an all-electric big rig. The implications are truly spectacular.
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    You're not a real $TSLA investor until you've seen your account get cut in half. The young new padawans are learning that real quick 😂
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    $TSLA currently ranks #1 in the entire Nasdaq-100 in terms of forward revenue growth (FY '23 vs FY '22) of +39% while trading significantly cheaper on fwd P/E than other companies growing at a similar pace at only 35x.
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    The Gigapress is my favorite Tesla manufacturing innovation. 40% cost savings, 79 fewer parts. Diecasting of this size requires high strength alloy that is coated & heat-treated. So Tesla invented their own alloy. No car manufacturer has ever done this at scale.
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    Toyota and Ford’s electric vehicle programs summarized in one photo. $TM $F
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    If Tesla unveils a million mile battery, it will permanently change the total cost economics of a Tesla. Imagine needing only one car your entire adult life with minimal maint & energy cost vs burning through 4-5 petrol cars over that time. Owning any other car is insane.