Newmark's Door

Fine argument but the author should have added a big warning. I've been following Tesla's high stock price for nearly a decade and there have been several times it seemed as though the jig was up, the stock price was about to fall precipitously, but then Elon pulled another rabbit out of his hat and the stock stayed up.

Here are some highlights of Elon's talk at Tesla's Q1 2025 all-hands meeting so you can see some of the rabbit-pulling in action.

From the same author as above a piece on how Elon's SpaceX will have some trouble: "Starship Was Doomed From The Beginning: The fatal flaw SpaceX can’t overcome."

For eight years Elon has been promising full self-driving would be coming "real soon now". Don't believe it until you see it.

Toyota's solid state battery could steal a march on Tesla.

Favorable review of Nicole Gelinas, Movement: New York’s Long War to Take Back Its Streets from the Car. With this key sentence from the conclusion: "As she chronicles time and again, the supposed experts can get things terribly, terribly wrong."

Sure is mysterious to me: guy says he loves FSD, uses it every day, but

. . . I still cannot leave my house in any direction without having to disengage within three blocks. FSD still cannot read signs. It cannot respond to school buses or emergency vehicles. It still blasts through school zones without a hint of awareness. It still randomly freaks out on the highway, or misses exits. It cannot handle toll booths. Speed control remains laughably bad on all types of roads, but especially small back roads. FSD is woefully inconsist [sic] with understanding what is allowed with respect to right turns on red. 

Don't get 'em real wet.

Related: "Who Wants a Used EV?"

Evaluated on speeding, tailgating, running a red light, and more.

Interesting: criminals don't want them because they stink?

Unsurprising: Lexus is #1 and Tesla is third from the bottom.

Took a whole lot longer than it should have, but these days I'll take my small victories where I find them.