TSLA showing cracks?

TSLA showing cracks?

With TSLA going in the past few days from 130 to 110 and now back up to 120, it seems the market is a bit on edge about

18 July 2013 at 02:27 AM
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220 Replies


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They just discovered life on mars. How does this impact Tesla?


New ATH incoming.....


by Montrealcorp

Musk going for 1 trillions wage package .
Thats the equivalent of every single worker in the US to pay him around 6k.
He surely deserve it , he works hard !
That will surely help the company and the economy.
LetÂ’s give them tax break on top of that 😀 .

I voted all of my Tesla Shares in favor of the wage package.
If Musk gets the 1T package he will have to pass the final milestone requirement
Essentially he will have to 6x the company's stock value from today's value (and hold that value for 30 days..)
within the next 10 years.
He will also have to have 10m active FSD subscriptions... as well as 10 other milestones.

I hope he makes it.
(mindflayer greedily rubs his hands together counting chickens... while looking at his basket full of eggs) hahaha


It passed today with 75% approval.
They do not spell it out in the article that there is a deadline to complete any/all of the tranches.
The overall timeframe for achieving all 12 milestones extends over a decade from the grant date, requiring the final market capitalization goal of $8.5 trillion to be reached by 2035.
I think that the "other" milestones that are required will be way harder to hit... Annual profit and FSD subscriptions.
To make the annual profit milestones, he will have to make Mega Packs, FSD, and Optimus (Transformers! more than meets the eye!) Bots start paying off in REAL numbers.

From CNBC
The pay package for Musk, already the world’s richest person, consists of 12 tranches of shares to be granted if Tesla hits certain milestones over the next decade. It would also give Musk increased voting power over the company, acceding to demands that he’s made publicly since early 2024. His ownership would increase from about 13% to 25%, adding more than 423 million shares to his holdings.

The first tranche of stock gets paid out if Tesla hits a market capitalization of $2 trillion. Tesla’s current market cap is $1.54 trillion.

The next nine tranches would be awarded if Tesla’s value increases by increments of $500 billion, up to $6.5 trillion. Musk would earn the last two tranches if the market cap rises by increments of $1 trillion, meaning it would need to hit $8.5 trillion for Musk to get the full package.

Tesla also laid out a series of earnings milestones for Musk, beginning with $50 billion in annual adjusted profit and moving up to $400 billion. In the third quarter, Tesla reported adjusted EBITDA of $4.2 billion.

Other goals tied to the newly approved pay plan include reaching 20 million vehicle deliveries, 10 million active FSD (Full Self-Driving) subscriptions​, 1 million bots (Optimus humanoid robots) delivered and​ 1 million robotaxis in commercial operation. To date, Tesla has delivered more than 8 million vehicles, according to its September proxy statement


by mindflayer

It passed today with 75% approval.They do not spell it out in the article that there is a deadline to complete any/all of the tranches.The overall timeframe for achieving all 12 milestones extends over a decade from the grant date, requiring the final market capitalization goal of $8.5 trillion to be reached by 2035.I think that the "other" milestones that are required will be

Crackheadery


If they hit those targets then he probably deserves it

Gotta give it to the guy, hes the greatest salesman ever apparently


by coordi

If they hit those targets then he probably deserves it

Gotta give it to the guy, hes the greatest salesman ever apparently

maybe i get this wrong but, elon would like gains 10% of the entire market cap of the company would be a deserved reward ?


They still just make cars and are worth more than every other car company combined. Within the last week he was making wild claims about his vaporware robots. Hes using SpaceX money to prop up the cybertruck. Robotaxi is a big joke. Batteries, megapacks, solar, semi, roadster.

Price never goes down. 1.5 trillion market cap. The shareholders continuously vote to dilute themselves for his personal benefit.

If he can bullshit his way to 8.5 then sure. Why not 2 trillion?


by coordi

They still just make cars and are worth more than every other car company combined. Within the last week he was making wild claims about his vaporware robots. Hes using SpaceX money to prop up the cybertruck. Robotaxi is a big joke. Batteries, megapacks, solar, semi, roadster. Price never goes down. 1.5 trillion market cap. The shareholders continuously vote to dilute the

You need to look at the non market cap goals he must reach.
It is not like he gets the 1T pay package and then performs.
He must meet the targets ... Then get paid.
What is so hard to understand.

to actually make the 1 T payout, Must must increase EBITDA from 11B to an astounding 400B
Holy bannanas Batman! That is a tough one. For comparison GM's EBITDA in 2019 was 22B and in 2024 18.5B.
There is no way Musk will make 400B on Cars alone. ... one of his crazy ideas will have to actually materialize to hit this.


he still gets paid for partial milestones


by coordi

They still just make cars and are worth more than every other car company combined. Within the last week he was making wild claims about his vaporware robots. Hes using SpaceX money to prop up the cybertruck. Robotaxi is a big joke. Batteries, megapacks, solar, semi, roadster. Price never goes down. 1.5 trillion market cap. The shareholders continuously vote to dilute the

just saying.
10% market cap is just lol and ripping off shareholders.
im just glad i got no shares in tesla shrug.


by Montrealcorp

just saying.
10% market cap is just lol and ripping off shareholders.
im just glad i got no shares in tesla shrug.

I'd normally agree with you but the stock price is currently like 66% Musk so 10% is a bargain


For those who might be interested in hearing about the current state of Self-Driving from one of the smartest people in the world:

Karpathy:

I took delivery of a beautiful new shiny HW4 Tesla Model X today, so I immediately took it out for an FSD test drive, a bit like I used to do almost daily for 5 years. Basically... I'm amazed - it drives really, really well, smooth, confident, noticeably better than what I'm used to on HW3 (my previous car) and eons ahead of the version I remember driving up highway 280 on my first day at Tesla ~9 years ago, where I had to intervene every time the road mildly curved or sloped. (note this is v13, my car hasn't been offered the latest v14 yet)

On the highway, I felt like a passenger in some super high tech Maglev train pod - the car is locked in the center of the lane while I'm looking out from Model X's higher vantage point and its panoramic front window, listening to the (incredible) sound system, or chatting with Grok. On city streets, the car casually handled a number of tricky scenarios that I remember losing sleep over just a few years ago. It negotiated incoming cars in tight lanes, it gracefully went around construction and temporarily in-lane stationary cars, it correctly timed tricky left turns with incoming traffic from both sides, it gracefully gave way to the car that went out of order in the 4-way stop sign, it found a way to squeeze into a bumper to bumper traffic to make its turn, it overtook the bus that was loading passengers but still stopped for the stop sign that was blocked by the bus, and at the end of the route it circled around a parking lot, found a spot and... parked. Basically a flawless drive.

For context, I'm used to going out for a brief test drive around the neighborhood to return with 20 clips of things that could be improved. It's new for me to do just that and exactly like I used to, but come back with nothing. Perfect drive, no notes. I expect there's still more work for the team in the long march of 9s, but it's just so cool to see that we're beyond finding issues on any individual ~1 hour drive around the neighborhood, you actually have to go to the fleet and mine them. Back then, I processed the incredible promise of vehicle autonomy at scale (in the fully scaleable, vision only, end-to-end Tesla way) only intellectually, but now it is possible to feel it intuitively too if you just go out for a drive. Wait, of course surround video stream at 60Hz processed by a fully dedicated "driving brain" neural net will work, and it will be so much better and safer than a human driver. Did anyone else think otherwise?

I also watched
@aelluswamy
's new ICCV25 talk last week (https://x.com/aelluswamy/status/19817605...) that hints at some of the recent under the hood technical components driving this progress. Sensor streams (videos, maps, kinematics, audio, ...) over long contexts (e.g. ~30 seconds) go into a big neural net, steering/acceleration comes out, optionally with visualization auxiliary data. This is the dream of the complete Software 1.0 -> Software 2.0 re-write that scales fully with data streaming from millions of cars in the fleet and the compute capacity of your chip, not some engineer's clever new DoubleParkedCarHandler C++ abstraction with undefined test-time characteristics of memory and runtime. There's a lot more hints in the video on where things are going with the emerging "robotics+AI at scale stack". World reconstructors, world simulators "dreaming" dynamics, RL, all of these components general, foundational, neural net based, how the car is really just one kind of robot... are people getting this yet?

Huge congrats to the team - you're building magic objects of the future, you rock! And I love my car <3.


SpaceX and xAI are currently using government subsidy to buy up thousands upon thousands of cyber trucks. Just another extractionary grift to enrich himself.

My theory is that low impact people worship him because they are in awe that he just does things. Most people I know who have their own mobility despise that he gets away with murder while being borderline ******ed

Like, if you consider yourself intelligent, yet you worship him, you are probably much dumber than you realize


by TeflonDawg
by PokerHero77

So if you had a choice to put 50% of your net worth, is it BTC or TSLA?

by TeflonDawg

I think putting half my net worth into any one thing is not a good idea, but considering were now months away from a halving? BTC please

6/13/23 TSLA $258.71 ---> $161.48 (-37.6%)

6/13/23 BTC $25, 918.73 ---> $63, 387.25 (+144.56%)

Halving comes in a few days

Update for TSLA ath:

TSLA ---> $493.06 (+90.6%)

BTC ---> $89, 697.77 (+246%)


by TeflonDawg

Update for TSLA ath:

TSLA ---> $493.06 (+90.6%)

BTC ---> $89, 697.77 (+246%)

Nice just bought some TSDD!


by coordi

SpaceX and xAI are currently using government subsidy to buy up thousands upon thousands of cyber trucks. Just another extractionary grift to enrich himself.My theory is that low impact people worship him because they are in awe that he just does things. Most people I know who have their own mobility despise that he gets away with murder while being borderline ******edLike, i

I have absolutely no investment in any of his businesses and wont ever personally.

he is a complete ****ing liar when it came to his Diablo IV and gaming stints as well and he has been called out multiple times with his bullshit he has spewed.

but lets not get this absolutely ****ing twisted and emotional as ****.

hes not ENRON, from paypal to tesla to spacex say he didnt invent from the ground up at all, he still not only has a decent track record but he actually involved in **** that..kinda works.

I am not a fanboy or dont give a **** about him but its absolutely disgusting seeing people get bent out of shape and overly emotional at him, the dude somehow has had performance after performance. to this day paypal and tesla are still doing okay, im talking about their products. is not his fault the investor is blowing piles and piles of millions on his labels and the fact they are and so far, its not like he has been a con man, space x, paypal, tesla so far they have shown they actual are products people buy and its worked out well for the majority.

the fact people call him a conman and just say ******ed **** about him is insane.

he legit gets way way more hate than sam Friedman which I find absolutely ****ing baffling.

elon has made his investors and the average investors not only make money but his products have overall been okay to solid for the average person. let alone the space x internet that could have some staying power.

Im just so baffled at how emotional and ****ing mentally ****ed people are talking about him and compare him to ACTUAL conman. I just do not understand the vile hatred when he has. wether I like it or not actual results.


First unsupervised Robotaxi is live in Austin TX today . Jan 22, 2026!
1 down, 9,999,999 to go ;0


Sales numbers for q1 are going to be off the chart

https://arstechnica.com/cars/2026/01/tes...


cup and handle within a larger cup and handle



by coordi

Sales numbers for q1 are going to be off the chart

https://arstechnica.com/cars/2026/01/tes...

That's a decent price compared to the competition. GM's Super Cruise is $25 monthly +$2,200 upfront. Ford's Blue Cruise is $50 monthly +$2,500 upfront.


by donfairplay

That's a decent price compared to the competition. GM's Super Cruise is $25 monthly +$2,200 upfront. Ford's Blue Cruise is $50 monthly +$2,500 upfront.

Ford is 50$ a month, 495$ a year, or 2,500$ up front
GM Supercruise is 39.99 a month or 399 a year, and the 2,200-2500 up front cost comes with 3+ years of service

Teslas current up front cost is 8,000$


by coordi

Ford is 50$ a month, 495$ a year, or 2,500$ up front
GM Supercruise is 39.99 a month or 399 a year, and the 2,200-2500 up front cost comes with 3+ years of service

Teslas current up front cost is 8,000$

Now, if you buy a new Tesla and want it to steer itself—while you pay attention to the road—you will have to pay for FSD. Until the middle of February, that can be done for a one-time fee of $8,000. But starting on February 14, that option goes away, too, and the sole choice will be a $99/month FSD subscription.

You didn't read the article you posted.


Yes, I said current because its about to end

I was just correcting your numbers lol not sure why you are trying to correct mine


Hell yeah, new carrot just dropped, **** cars Tesla makes robots now

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