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Model 2 is critical to the continued success of $TSLA, and we should learn a lot more this week about it. Here is an overview of what we expect in 4 slides.👇
Pierre Ferragu
3,846 posts
Pierre Ferragu
@p_ferragu
Commenting on technology - no investment advice. Proud producer of bernadettethemusical.com
- I don’t think there is a precedent to Elon Musk in the history of humanity. Is there?
- I have just completed one of the most insightful analysis I have ever done, trying to predict $TSLA margins for this quarter. I will publish it on Twitter at the end of the week, if this tweet gets over a thousand re-tweets and ten thousand likes on this tweet!
- I am still struggling with the implications of Optimus watching it on YouTube, learning how to do it with RL in simulation and nailing it zero-shot. This is the most important AI breakthrough of the year, I’d say. Implications go well beyond humanoid robots.
- The essential pillars of democracy are: 1) freedom of expression 2) habeas corpus 3) balance of powers 4) alternance 5) constitutional reference If you vote democrats at the next election, you lose 4 out of 5. Be a real democrat, defend democracy: vote for the other camp. 👇
- Gross margin for a $TSLA car in 4Q21 is 31% - gross margin on the iPhone is at best 35%. Do you understand why I say a Tesla is not a car? Do you understand why I say there is no competition? Do you understand Tesla’s factories are closer to TSMC’s than VW’s?
- @elonmusk: I paid FSD for my Model 3 in November. I now want to upgrade to model Y and your team tells me you don't value FSD in your trade-in offer because you can do the software upgrade for free. Want me to pay again full price for FSD again? That's not fair, change that!
- In Ukraine, Civilians waiting in line to volunteer in the army. Such a moving picture. Will I ever have the courage of these men?
- There is IMO a substantial amount of democrat supporters who are in complete denial of what the party has become. Their first reaction to this was « she never proposed that ». The Dems have become the bad guys on too many fronts for you to ignore it.A tax on unrealized gains is IMPOSSIBLE to implement. A candidate just proposed it. Only two possibilities: 1) Said candidate too dumb to understand this. 2) Said candidate (and party) considering their voters too dumb to understand this.
- The question remains. Why do so many people still buy a BMW, a Mercedes, or any other premium car, instead of a Tesla? I don’t know, Elon doesn’t know. Who knows?
- I am in Greg Mood again. Ahead of $TSLA's CMD, we have published this week a FANTASTIC piece of research, looking into the economics of the upcoming Model 2. If this tweet gets 10,000 likes and 1,000 retweet, I will share key findings on Twitter over the week end.
- I am in a "Greg Mood". If I this tweet gets more than 1,000 likes, I will share tomorrow on twitter the one analysis which tells you Tesla will rock in 2023. 🤓
- I promised only 2 cents so I’ll be quick. I’ll terminate my ChatGPT pro subscription and only keep Grok 4 Super Heavy going forward. Game changer. From dealing with a junior associate to dealing with a peer. 🤯I have worked all day with Grok Heavy and o3 Pro in parallel. Want my 2 cents?
- I love the "Nobody Elected Elon" movement. Who wants to join me in the "Nobody Elected 2m Civil Servants" movement?