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"An industry expert compares $TSLA's and $GOOGL's Waymo cost structures: - The expert emphasized that $TSLA's long-term cost target of $0.30-$0.40 per mile for its robotaxi operations is extremely ambitious given that current costs are several dollars per mile but he views it as an appropriate long-term goal for achieving sustainable operations. - He highlighted several key levers for driving this reduction. The most significant is removing the in-vehicle safety operator which alone could save around $X per mile. Another critical factor is increasing vehicle utilization: $TSLA must ensure that"
X Link @AlphaSenseInc 2025-10-16T17:40Z 28K followers, 5605 engagements
"I cannot recall the last time there was such huge discrepancies on $TSLA's price prediction by the end of 2025. This is just X months away I've seen predictions from anywhere of about $1000/share to $500/share. It is not surprising given all the "x-factors". Trade wars talk Q3 earnings call coming up shareholder meeting shortly after that interest rates decreasing Robotaxi ramping FSD v14 seemingly already sentient Tesla reportedly putting in an order of parts for Optimus to make north of 100K Optimi by the 1st half of 2026 Delaware Tornetta appeal for Elon's pay package decision coming up"
X Link @DoctorJack16 2025-10-16T14:35Z 57.9K followers, 8239 engagements
"@MrMikeInvesting $AMZN setting up for a massive rebound - similar structure to $TSLAs early breakout. $330+ next year looks realistic"
X Link @jszwm12579724 2025-10-16T13:33Z XX followers, XXX engagements
"There are several well-placed Chinese companies. The one which will be supplying most legacy automakers is Momenta which just launched Momenta R6 which ought to initially slot between $TSLA's v12 and v13. Unless Tesla goes unsupervised it will face the following phenomenon: * It's not very different for a driver to have to intervene once per each 200km versus once per each 2000km if he has to be attentive at all times"
X Link @ThinkFinance999 2025-10-16T13:05Z 3531 followers, XX engagements