jjkc
06-26

$Tesla Motors(TSLA)$  deliveries will be the least of anyone's worries wrt Tsla. The 1 Aug Robotaxi deadline is fast approaching. Can TSLA deliver on that promise. If you're still looking at TSLA as a car manufacturer, then you need to get with the program. The real money is in software subscriptions. They MOUs lined up with Ford and GM and not sure who else. The focus should be on watching tsla pivot to a subscription business. See what that did for MSFT. Unlimited potential, but Robotaxi and FSD gotta land first. 


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Comments

  • jjkc
    06-26
    jjkc
    the cybertruck feels more like a vanity project. Not their best work. FSD on the other hand looks pretty impressive and mature as a technology. Check out the video on YouTube where this guy self drives home from a covered carpark.It won't be a finished product on 1 Aug no doubt but if it looks legitimate enough, maybe Cathy Woods price prediction might come through
  • Guavaxf30
    06-26
    Guavaxf30
    I dunno. Robotaxi? They can’t even fix the current Cybertruck issues and that’s comparatively low tech.
  • EdwardHughes
    07-01
    EdwardHughes
    True
  • happygo
    07-01
    happygo
    Agreed
  • LEESIMON
    06-27
    LEESIMON
    🩷Good
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