RT Yun-Ta Tsai (@yunta_tsai)We have reached an era where some people have not touched a steering wheel and have simply let their cars drive them around for a whole year, whereas others do not know this is possible at all. ...

Core Viewpoint - Tesla's stock price could potentially decrease by 70% if the market begins to view it primarily as a car company rather than a technology innovator [1][6]. Group 1: Sales Performance - Tesla's sales in Europe have shown a recovery, with a 29% increase in February, reaching 13,740 units, although it still trails behind BYD, which saw a 185% increase to 15,438 units [2]. - The company continues to face challenges in China, the largest EV market, where competition is fierce and sales are declining [3]. Group 2: Market Capitalization - Tesla's current market capitalization stands at $1.43 trillion, significantly higher than BYD's $144 billion and Toyota's $274 billion, indicating a potential risk if the market reassesses Tesla's value based on car sales alone [6]. - If Tesla's value becomes more dependent on car sales due to failures in its new initiatives, it could lead to a substantial decline in its market cap [5]. Group 3: Competition and Challenges - Tesla's Robotaxi has faced safety concerns due to accidents, and it competes with companies like Waymo and WeRide in the self-driving vehicle space [4]. - The expiration of the $7,500 tax credit for EV purchases in the US has negatively impacted the entire EV industry, including Tesla [3]. Group 4: Investor Sentiment - Investors have been patient with Tesla's ambitious projects, but if key initiatives fail, it could undermine confidence in the company's future prospects [8].

The hype around self-driving cars feels real this time, @timhiggins writes https://t.co/gwx6GvNGuQ ...

Group 1 - The company aims to have 75,000 employees in 10 years, working alongside 7 to 12 million agents, indicating a significant scale of operations [1] - The workforce will be designed to be as small as possible while being as large as necessary, suggesting a focus on efficiency and productivity [1] - The company anticipates solving complex problems in the future, highlighting its commitment to innovation and addressing significant challenges [1] Group 2 - The company is exploring solutions that were unimaginable a decade ago, such as robotics, self-driving cars, and advanced drug discovery [2] - There is a belief that extending human life and enhancing capabilities will become plausible, reflecting a forward-thinking approach to technology and healthcare [2] - The vision includes a future where individuals feel "superhuman," indicating a transformative impact on society through technological advancements [2]

Core Insights - Nvidia is expanding its involvement in the self-driving car market, which is positively impacting the stock prices of its partners like Uber and Lyft [1][2][5] Group 1: Nvidia's Partnerships and Plans - Nvidia announced expanded partnerships with Uber, Lyft, Hyundai, BYD, Geely, Isuzu, and Nissan during its GPU Technology Conference, indicating a strong push into the autonomous vehicle sector [2][3] - The companies plan to launch autonomous vehicles powered by Nvidia software in Los Angeles and San Francisco by the first half of 2027, with plans to expand to several dozen cities by the end of 2028 [3][5] Group 2: Market Impact and Investor Relevance - The partnerships highlight Nvidia's growing influence across various industries and its potential as a key beneficiary of the anticipated growth in the self-driving car market [4] - Following the announcement, Uber shares surged over 5% and Lyft shares climbed about 3%, reflecting investor optimism regarding Nvidia's strategic moves [2][5]

Hi everyone, my name is Annie Lee. Today I'm going to talk about self-driving cars, today's adventure and tomorrow's magic. Do you know Mulan and Mushi. Mulan is sitting on the patient's seat and Mushi is sitting on the driver's seat.Mulan was just telling Mushi a very funny joke when Mushi laughed. "Haha!" His hands raise up and he didn't realize it. Mushi scre my hands.Mulan says, "Don't worry, Mushi. This is FSD." "So, what is FSD?" FSD is full self-driving like a car with a robot driver. Now imagine tha ...

RT Brandon (@brandon_collup)I just got a Tesla Model 3 with Full Self Driving. Was never a Tesla or EV fan, but the FSD is absolutely amazing.The quality of life improvement that comes along with not touching the steering wheel or pedals for the entirety of the trip is immeasurable.Not to mention the incredible safety improvement and insurance savings.Why someone would buy a car that doesn't't drive itself when that capability is available is beyond me. ...

Waymo blocking first responders. https://t.co/AsxXzeL09q ...

RT Amy (@_SFTahoe)I will never have to take my Dad’s car keys away. That was a moment I was dreading. Such a relief! Dad just ordered a Tesla Model Y Performance and purchased Full Self Driving (FSD). Night driving already isn’t his favorite - now the car will drive him.Never have to take away your parents keys too: Have them Buy a Tesla, the car that drives itself.Through February 14th they can buy FSD outright with a one-time purchase, after 2/14 FSD is available by monthly subscription. (My sister also b ...

Core Insights - Tesla's stock has increased by 36% over the past six months despite facing significant challenges, including declining sales in Europe and competition from rivals like BYD [1][6] - The company experienced a 27% drop in registrations in the European market, with total registrations falling to 238,656, while BYD's registrations surged by 267% to 187,657 [2] - In the U.S., Tesla's sales reached a near four-year low in November, marking the first decline in deliveries after years of growth, attributed to high borrowing costs and increased competition [3] Company Performance - Tesla's market capitalization stands at $1.43 trillion, making it the 10th most valuable company globally [4] - The company's future success is heavily tied to advancements in self-driving technology, with a focus on developing robotaxis, although competitors like Alphabet's Waymo are perceived to have a head start [4] - Tesla is also investing in the development of Optimus robots, which Musk claims will revolutionize various sectors, including healthcare [5] Market Dynamics - Tesla faces increasing competition not only from Chinese electric vehicle manufacturers but also from traditional automakers that have begun to enter the EV market, collectively capturing up to 20% of the U.S. market share [3] - The company's struggles in Europe and the U.S. highlight the challenges it faces in maintaining its market position amid rising competition and changing consumer sentiment [6]