General Elon Musk Fukkery Thread

[FabTrey]

10bil on AI training and inference according to Elon.

Elon Musk says any company that isn’t spending $10 billion on AI this year like Tesla won’t be able to compete

Tesla is in the midst of pivoting away from a primary focus on boosting sales volume of electric vehicles toward leading the field in real-world AI.

finance.yahoo.com

At a juncture in time when Tesla’s CEO is cutting back on investments into new vehicle capacity, he is spending $10 billion this year alone to bulk up on AI training and inference, and position Tesla at the forefront of the industry for real-life applications outside of generative AI.

Good analysis here. obviously he is a bull, but he does a good job breaking things down.




anyway companies like BYD is precisely the reason why Tesla needs to change. very soon we will see cheap BYDs in every parts of globe. it's great for humanity.

 

[FabTrey]

why would anybody even tryna test at 140mph?

 

[Robbie3000]

For sure, AI is a massive game-changer, and you don't gotta be the top dog to cash in. Big guns like Nvidia, Google, META, and Microsoft already got that on lock. The real question is whether Tesla can slide into that big boy league.

Now, we ain't sure if Model 2 got axed, but even if it did, it kinda makes sense. With Chinese brands dropping $10k EVs, the car biz's profit margins ain't looking so nice. Going all-in on a $25k ride with those skinny margins might not be the smartest move. Tesla might be better off chasing that tech dream instead of worrying about the current bottom line. Us bullish investors think that's where the real gold is. Again, they are spending 10 bil on something other than building EVs. that says something about where their heart is.

It says Must doesn’t have a coherent strategy and is doing it as a means to pump up the stock for guillable retail investors.

 

[Robbie3000]

For sure, AI is a massive game-changer, and you don't gotta be the top dog to cash in. Big guns like Nvidia, Google, META, and Microsoft already got that on lock. The real question is whether Tesla can slide into that big boy league.

Now, we ain't sure if Model 2 got axed, but even if it did, it kinda makes sense. With Chinese brands dropping $10k EVs, the car biz's profit margins ain't looking so nice. Going all-in on a $25k ride with those skinny margins might not be the smartest move. Tesla might be better off chasing that tech dream instead of worrying about the current bottom line. Us bullish investors think that's where the real gold is. Again, they are spending 10 bil on something other than building EVs. that says something about where their heart is.

It says Must doesn’t have a coherent strategy and is doing it to pump up the stock for gullible retail investors.

 

[Robbie3000]

10bil on AI training and inference according to Elon.

Elon Musk says any company that isn’t spending $10 billion on AI this year like Tesla won’t be able to compete

Tesla is in the midst of pivoting away from a primary focus on boosting sales volume of electric vehicles toward leading the field in real-world AI.

finance.yahoo.com

Good analysis here. obviously he is a bull, but he does a good job breaking things down.




anyway companies like BYD is precisely the reason why Tesla needs to change. very soon we will see cheap BYDs in every parts of globe. it's great for humanity.

You know it’s not like BYD just appeared out of the blue. Why did it so long for bootleg Must to see this threat and pivot sooner?

He’s running game and Tesla fan boys don’t see it or don’t want to see it.

 

[KalKal]

To be fair, I'm not sure how that compares to the "average" truck at the same speeds.

HOWEVER... with less 'crumple zones', I'm wondering whether even the 25mpg test is totally flattening any crash test dummies inside.

 

[Robbie3000]

6:12

Must spent the last two years fu king around at Twitter while the Chinese ate his lunch in the EV market. No wonder he is trying to clumsily pivot to AI.

 

[FabTrey]

You know it’s not like BYD just appeared out of the blue. Why did it so long for bootleg Must to see this threat and pivot sooner?

He’s running game and Tesla fan boys don’t see it or don’t want to see it.

I think Tesla devoted too many resources to the Cybertruck, perhaps unnecessarily, just to fulfill a promise. Instead, they should have focused on developing a 25k vehicle.

My main issue was that while I like the Cybertruck, it was too challenging and time-consuming project with limited practicality. It might appeal to celebs but I didn't see it as a flagship car for Tesla. honestly, i think it created more haters. It felt more like a response to media and critics rather than a sound business decision. If was their F U car. Didn't like it one bit. looks cool in the showroom, but it made them bleed when they didn't have to.

As enthusiasts, we don't just follow Elon blindly; we analyze data. Teslas with FSD are rapidly accumulating miles, and software updates are frequent. Imagine your tesla is not parked outside when you aren't driving. Instead, it's on the road hustlin to make some sidekick money. that's the ultimate bull case scenario which won't happen anytime soon, but it could.

Elon treats Teslas like iPhones, leveraging the power of data. The ongoing updates to FSD are undeniable, with new features arriving almost every month. It's exciting to see Korea potentially entering this space.

 

[Robbie3000]

I think Tesla devoted too many resources to the Cybertruck, perhaps unnecessarily, just to fulfill a promise. Instead, they should have focused on developing a 25k vehicle.

My main issue was that while I like the Cybertruck, it was too challenging and time-consuming project with limited practicality. It might appeal to celebs but I didn't see it as a flagship car for Tesla. honestly, i think it created more haters. It felt more like a response to media and critics rather than a sound business decision. If was their F U car. Didn't like it one bit. looks cool in the showroom, but it made them bleed when they didn't have to.

As enthusiasts, we don't just follow Elon blindly; we analyze data. Teslas with FSD are rapidly accumulating miles, and software updates are frequent. Imagine your tesla is not parked outside when you aren't driving. Instead, it's on the road hustlin to make some sidekick money. that's the ultimate bull case scenario which won't happen anytime soon, but it could.

Elon treats Teslas like iPhones, leveraging the power of data. The ongoing updates to FSD are undeniable, with new features arriving almost every month. It's exciting to see Korea potentially entering this space.

Tesla is fukked. They are behind on all areas they are trying to compete.

1. Lost EV battle to BYD
2. They are far behind BD in robotics
3. They are behind Mercedes Benz and Google in FSD
4. Far behind MS and Google in A.I

 

[nyknick]

10bil on AI training and inference according to Elon.

Elon Musk says any company that isn’t spending $10 billion on AI this year like Tesla won’t be able to compete

Tesla is in the midst of pivoting away from a primary focus on boosting sales volume of electric vehicles toward leading the field in real-world AI.

finance.yahoo.com

Good analysis here. obviously he is a bull, but he does a good job breaking things down.




anyway companies like BYD is precisely the reason why Tesla needs to change. very soon we will see cheap BYDs in every parts of globe. it's great for humanity.

Not really good analysis in the video, he's fawning over Elon's tweet and the fact that Tesla now has 35k equivalents of H100.

Less than a year ago Tesla was touting their own chips and Dojo that Elon was going to use to compete with Nvidia Dumbass really thought he could beat Nvidia in AI chip game. That really shows his arrogance and lack of knowledge. But he needed something to prop up the stock at that time and Dojo was the buzzword. You got to be a fool to believe anything Elon says at this point.

June 2023


January 2024


Facebooks investment in H100 chips.

 

[FabTrey]

Tesla is fukked. They are behind on all areas they are trying to compete.

1. Lost EV battle to BYD
2. They are far behind BD in robotics
3. They are behind Mercedes Benz and Google in FSD
4. Far behind MS and Google in A.I

Even if all the statements above are true, does it really matter? Does Tesla have to excel in every aspect to be considered good? Why hold Tesla to a higher standard?

I guess I shouldn't invest in AMD either, since it's considered inferior to NVDA. I guess winner takes it all.

 

[FabTrey]

Not really good analysis in the video, he's fawning over Elon's tweet and the fact that Tesla now has 35k equivalents of H100.

Less than a year ago Tesla was touting their own chips and Dojo that Elon was going to use to compete with Nvidia Dumbass really thought he could beat Nvidia in AI chip game. That really shows his arrogance and lack of knowledge. But he needed something to prop up the stock at that time and Dojo was the buzzword. You got to be a fool to believe anything Elon says at this point.

June 2023


January 2024


Facebooks investment in H100 chips.

Elon also said

“It’s not, like, a sure thing at all, It’s a high-risk, high-payoff program,” he said. “We are scaling it up, and we have plans for Dojo 1.5, Dojo 2, Dojo 3, and whatnot. So, you know, I think it’s got potential, but the kind of size enough high risk, high payoff.”

Yes, there's a risk. spent 500mil on it.

Not sure why people are comparing Nvidia's Blackwell to Tesla's Dojo chips. Tesla's Dojo chips are ASICs, while Blackwell uses GPUs. Nvidia has optimized their GPUs for AI/ML, but a GPU is still a general-purpose device, while an ASIC is super efficient and performs really well for specific tasks. I guess Tesla will use the GPUs they buy for things like data processing, software development, and running their manufacturing management AI. why wouldn't they? Blackwell is a revolutionary.

Most of the training will probably be done on Dojo. I think it's a great platform for the neural network. Plus it's a good insurance policy.

If you're curious about the difference an ASIC can make in AI, check out the Groqcard accelerator.

 

[Robbie3000]

Even if all the statements above are true, does it really matter? Does Tesla have to excel in every aspect to be considered good? Why hold Tesla to a higher standard?

I guess I shouldn't invest in AMD either, since it's considered inferior to NVDA. I guess winner takes it all.

Must himself said Tesla without FSD is basically worthless. They are 8 years behind schedule and now they are trailing companies whose main businesses is not selling vehicles. Ao yeah, blowing a lead in FSD is a big deal.

You’re a sucker and a fool who has drunk the Boer’s Kool aid.

 

[FabTrey]

Must himself said Tesla without FSD is basically worthless. They are 8 years behind schedule and now they are trailing companies whose main businesses is not selling vehicles. Ao yeah, blowing a lead in FSD is a big deal.

You’re a sucker and a fool who has drunk the Boer’s Kool aid.

Very bearish sentiment I see. However, the bull case scenario is very simple and clear. Tesla will stay being the leader in innovation and will continue to disrupt the industry.

Even if they massively flop then the worst case scenario is they are still a damn good EV company. Floor is very low. Ceiling is the GOAT.

 

[KalKal]

Looking back, I kind of hate that Tesla really held back PHEV development by getting every company to go all in on pure EVs, instead of coming out with cars (eg the Prius Prime) that have enough pure EV range to commute round trip to work, yet still have as much gas range as every other car.

Guess I shouldn't really blame Tesla for the fact that most other car companies weren't able to resist jumping on the bandwagon, but I really wish PHEVs could have gone mainstream.