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Morgan Stanley's Adam Jonas in new $TSLA note: "I'm callin' it. Autonomous cars are solved. Do I mean six or seven 9's to the right of the decimal? No. Perfection? Never. But enough to pull the safety driver at scale in major metros."
"From our discussions with it
btc
(
twitter.com
)
Morgan Stanley's Adam Jonas in new $TSLA note: "I'm callin' it. Autonomous cars are solved. Do I mean six or seven 9's to the right of the decimal? No. Perfection? Never. But enough to pull the safety driver at scale in major metros."
"From our discussions with @Tesla, it appears the only thing preventing Tesla from pulling the driver is its own abundance of caution. Our understanding is that there is no other explicit regulatory approval required to pull drivers in Texas. A passive optical-only AV system would seriously challenge the conventional thinking of many in the robotaxi community. Tesla truly believes that radar and LIDAR do not make its cars any safer. It is our longstanding opinion that if you solve autonomy for cars – you solve autonomy for many other form factors of AI-enabled robotics (aviation, marine, weapons, etc).
Tesla will have around 8 million vehicles in the global 'parc' by year-end. 12% FSD penetration (paying monthly subs and upfront purchasers) implies 1mm active paying users. If we were to apply the $99/month subscription fee to all users (including upfront payers for comparative equivalency) implies approx $300mm of quarterly FSD revenue or $1.2bn annualized FSD revenue at a year-end exit rate. Assuming an 85% margin would imply approx $1bn of EBIT... accounting for 15 to 20% of total company EBIT. Highly profitable, highly reoccurring."
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希望「聯合國」召開聼證會重新提案用「中華民國Republic of China 在'臺灣省Taïwan '之名」重新申請加入「聯合國」席位。https://www.rocclub.fr/pa
灌水
(
www.rocclub.fr)
Piers Morgan: They can't crush Elon on policy, so they try to crush him with violence.
“Elon Musk has sacrificed his business stuff for however long he does this for no money. He's leading a team of people to try and reduce government overspending and waste.
What's his reward
btc
(
twitter.com)
Piers Morgan: They can't crush Elon on policy, so they try to crush him with violence.
“Elon Musk has sacrificed his business stuff for however long he does this for no money. He's leading a team of people to try and reduce government overspending and waste.
What's his reward
btc
(
twitter.com)
Morgan Freeman: What Elon Musk has done, nobody else has ever done.
“I'm a huge fan of Elon Musk and I think he's got the most incredibly forward-thinking ideas about where we can go technologically. What he's done, nobody else has ever done. He's landed a rocket ship so it's
btc
(
twitter.com)