🙄nothing to apologize for

than human driving. There are charts published regularly on this, is Bloomberg not aware?
3. Timing of this article ? How long have Bloomberg or the controlling parties had the Nov 2023 incident data where is was available for public disclosure?

Tesla is on Version 13 since Nov 2024 and preparing for another large leap. There have been huge improvements in driving safety and comfort since V11, massive.
2. Have to look at total probability of this occurrence on FSD vs non FSD. All data reported by Tesla show it to be net many times safer

Any loss of life is tragic, preventing many times more of these is what is the highest order bit and so is context:
1. The timing of this is FSD was engaged was version 11 FSD, before E2E neural net complete re-architecture of Tesla’s self driving system, before Cortex, before a lot.

what the company actually has in its portfolio of offerings (including auto) to literally transform and create entirely new industries doesn’t pass the common sense test. You don’t have to believe in robotaxi, AI, or humanoids to process this logically. DYOR….

Tesla is self admittedly struggling in Europe, and there’s honestly no need to sugarcoat it because it’s not material relative to how the market prices forward earnings on the name … The magnitude of the coverage of roughly 2000 cars of variance ($85M of sales on a quarterly base of $20-24B) vs

These are the same people that tell you China auto OEMs are perfect w/out ever seeing verifiable channel inventory, awful payables even for China, and never viewing a pure China OEM EV P&L …

They want you to believe that +180 PE on forward earnings isn’t about highly scalable vehicle autonomy, leading physical real world AI, & humanoids. Rather it’s all about roughly ~2,000 cars differential in May 2025 vs May 2024 Europe sales on a base of 400-480K/qtr with no inventory or macro data

This is 14 days of supply for the Cybertruck , what is the problem?

Sales increased 60% in Feb vs Jan showing there isn’t brand deterioration. Down YoY due to changing over the model that comprises 2/3’s of their production and sales.

Having inventory to sell typically helps. Also Tesla up 60% MoM. If there was deterioration in brand , you wouldn’t see that.

Market share returning to growth in Europe (and the US + China) as Tesla ramped up supply of their new Model Y which is the highest selling car model in the world

Just to be clear. None of this is or will work. Tesla market share back on the rise in Europe (and the US + China) as their new Model Y ramps up.

Hyperbolic much? No specific cuts announced. They’re cleaning up databases and trimming call centers / office staff.

Didn’t you get the memo that the Nazi stuff isn’t working? NYTimes and WSJ switching to the next hoax of Elon being a Chinese spy in the Pentagon… pass it on

Are you serious? Because defense contractors never meet at the pentagon or with government… and certainly not special government employees appointed by the president… 🙄