One of the most hateful human being control this social network.
There’s tons of decent people in a nazi bar isn’t the test of what makes it a great place to be.
When people have no hope of not making it as a permanent resident or citizen, their incentives to perform well are not as high. Also immigration is a global market, you compete with other countries that might offer better conditions so you lose on the best workforce.
I don't know the overall ratio, but my experience working with many immigrant workers is that they had no real intention of staying and instead are just arbitraging cost of living between [rich country] and [poor country] for their family back home. Emphasis on home.
Sounds like you have a really limited interaction with immigrants. I’m lifelong immigrant (4 different countries) in every single one of those countries majority of immigrants want to stay. Permanent residency is a constant conversation topic. There are definitely immigrants thinking like your explanation, but definitely a minority. .
There are all sorts of reasons people emigrate. It varies based on the jobs they’re doing, where they’re from, and where they’re going. And whatever their intentions, things change. And, why must there be a universal answer for everyone?
Exactly that. Novice don’t notice the BS. But they see the output and it looks magical. The UI is working! Hardly any time to code that in
Then they send that PR for a review by a more senior person. And that senior person doesn’t even know where to start on how to explain why it’s all wrong and likely to collapse in prod.
Tons of good use of AI. But tons of bad use of it. And when it’s bad and people don’t notice it, that gets dangerous. So because of that, now we spend a lot more time in doing reviews. Essentially creating a new bottle neck
8% decline YOY, Tesla shut down production of Model S & X. Eventually, they will become a pure speculation as a service stock, with zero production. But its cheaper to produce than bitcoin, no energy needs to be expended, runs on pure Musk energy!
I feel that the value of their supercharger network is overlooked. No one outside of China is even close to their global footprint. It would probably be a great business to spin out of Tesla if they pivot away from building cars. When I watch YouTubers talk about the trouble of getting their EVs charged, many complain that competitors are much worse on a variety of metrics. Time and time again, they favour Tesla. And these are not Tesla fanatics -- many don't even own a Tesla.
The charging networks will be largely irrelevant in the long run. People go to gas stations because there is no supply of petrol to homes/offices. Electricity is available at every building, where people live and work. Cars are parked for 22+ hours a day, and eventually you can charge anywhere you park. No need to going to a special place just to charge cars.
That value is only growing as new supercharger builds are now compatible with almost all EVs in the US. Supercharge.info is a good 3rd party website for tracking superchargers, and is interesting to play around with filters to look at how the supercharger buildout has progressed.
They shut down production of S & X to make more capability for cars that they want to focus on and which sell way more, AND Cybercab.
Tesla grows in large steps. Next big step is Robotaxis, which is well on its way. After that, robots, for which they have the best real-world AI platform for.
You could say Tesla is a speculation stock as well when they had released the Roadster. Tesla shorters always lose.
This is categorically untrue. Look at a chart of their stock from 2020 forward. It has massive spikes up and down. Plenty of shorters made good money in those falls using put options.
It might be. It might not be. That's where the money is or isn't.
I think the mature part of their business is 3/Y, energy storage, and maybe cybertruck, although I also think it's too early to call it because it depends on lower cost cell in house cell production and they only started that recently.
In the near term, the growth part is Semi, cybercab, FSD, lithium cell production, and maybe cybertruck.
In the long term, it's potentially Optimus, more general autonomy, and gigafactories.
That doesn't mean they can't make a mess of things all by themselves. But comparing their infra investments/growth strategy to snake oil when they've gone from nothing to $100 billion/year in 15+ years might be short sighted.
Semi is DoA, FSD has been 1 year away for 10 years now give or take, cybercab is flailing, cybertruck same, and China is eating everyone's lunch on lithium cells.
Why do you think "Semi is DoA"? The current offering for heavy haul electric trucks is tiny (very few competitors), but the addressable market is huge. I think there is a good chance we will be surprised by its success. Even if you dislike the wild hype around Elon Musk (I don't care for it), it is hard to disagree that he has built an incredible EV company. The products they produce are excellent (minus the Cybertruck, too early to say for Cybercab), both from a hardware and software perspective. I think they can do the same for heavy haul electric trucks. The economics of diesel vs electric for heavy haul trucks is a no-brainer. Diesel is much more expensive per kilometer compared to electricity. And maintenance is much cheaper for electric vehicles.
Before finishing this reply, I checked for recent news about the Tesla Semi. I learned that they have a new separate factory (1.7m sq feet!) that has started production and has capacity to produce 50,000 Semis annually. It is next door to the original Gigafactory.
They started producing and selling the Semi in 2022 (after its unveiling in 2017, when they started taking pre-orders) and from everything I've dug up with a bit of Googling it seems they have shipped fewer than 200 trucks by 2025.
We'll see if this new 50k per year factory will actually have customers to ship to, but I wouldn't hold my breath given the current track record.
> The economics of diesel vs electric for heavy haul trucks is a no-brainer. Diesel is much more expensive per kilometer compared to electricity.
The economics you need to look at are dollars/hour/kg delivered. If the battery is too heavy or the charge time too long, the economics turn out much worse. We'll see once real world experiences start being published what it actually does.
No, the early units from 2022 were essentially beta testing for both Tesla and their early customers (Pepsi, etc.). Wiki says: https://en.wikipedia.org/wiki/Tesla_Semi
> Volume production of the Semi started on April 29, 2026.
Note volume in that statement.
You wrote: "If the battery is too heavy". The 2026 version of Tesla Semi is 450kg lighter than 2022 model because they switched the internal voltage from 12W to 48W, which reduces required wire gauges.
You wrote: "The economics you need to look at are dollars/hour/kg delivered." The original idea for a heavy haul electric truck came from within Tesla. Senior execs wanted to know how they could reduce transport costs for parts manufactured in Fremont, Calif to the Gigafactory in Reno, Nevada. They were using heavy haul diesel trucks to move these parts.
> the charge time too long
PepsiCo has been driving Tesla Semis since 2022. They have multiple "megachargers" installed on both ends (factory and various warehouses). Google tells me: "allowing the trucks to recharge to roughly 70-80% capacity in about 30 to 45 minutes." That is plenty fast for a truck that needs to load/unload. Tesla recently released a video of a 1.2MW charge session. See: https://x.com/tesla_semi/status/2006431772360474841
Everything that has actually happened so far with the Semi is that it didn't work as advertised and was deeply unpopular. As ever, the future that Tesla paints is extremely rosy, and suggests we should disregard what has happened so far. There is nothing whatsoever to indicate that Semi will actually work to the extent advertised and actually be desired by anyone - especially in the current anti-green climate in the USA, with no subsidies for electrification of the kind Pepsi used to buy the tiny pilot program.
Note that they never announced that the original run of the Semi would be just tiny. When they unveiled it in 2022, they explicitly said that this was the production version, as opposed to the 2017 concept. They even had a few more (still small 100-200 count) contracts where they kept delaying because they couldn't deliver enough - again suggesting that they were having problems, not intentionally running a pilot program.
> Everything that has actually happened so far with the Semi is that it didn't work as advertised and was deeply unpopular.
I hate asking this question: "Sources?" If this was true, why does PepsiCo/Frito Lay continue to use Tesla Semi heavy haul electic trucks?
> no subsidies for electrification
This is factually incorrect. California has a massive subsidy programme for electric trucks -- as I understand, the highest/largest for any state in the United States.
They are operating 100 trucks that they bought with subsidy money - out of probably 10k trucks or more that they use in the USA. I'm not claiming the Semi is completely non-functional, it's obviously a real working vehicle. But this doesn't prove in any way that the Semi is actually as cheap and reliable as it was advertised as - if it were, why didn't Pepsi order far, far more?
We're certainly not as far along with the electrification of heavy duty trucks as we are with light duty cars, but the Semi seems fairly popular where it's suitable.
> but the Semi seems fairly popular where it's suitable.
What are you basing this on? Again, they have sold 200 trucks in 4 years. There are some hundreds of thousands of trucks being used in the USA alone. Tesla themselves are claiming they are going to produce (and presumably try to sell) 50k trucks per year. So, by any possible measure so far, Semi has basically 0 adoption. Maybe this is strictly based on production issues and there is huge un serviced demand - I admit this is a possibility, theoretically. But I don't see any reason to actually believe it, and certainly neither the current sales, nor the link you provided, in any way show that this demand will materialize. We'll see soon enough, I guess.
They claim 5-15k trucks produced in 2026, but the company who apparently ordered those 370 will only get 50 in 2026, per the article you shared. The numbers are not adding up.
I think all signs keep pointing to another huge flop by the end of the year, and that Semi will remain a small niche product that various companies order a handful of and never go on to get more.
370 trucks is also still a tiny order, for a truck that supposedly is cheaper to operate than any other on the market, in the midst of an oil crisis no less.
Like I mentioned, I think dry cathode 4680 production is key, and I think an earlier video from the same person discuses what they believe is equipment for a dry cathode line that will be set up inside the semi factory.
It took Tesla a year just to get Model 3 up production from nearly nothing over the first few months to 4k+ units/week, and the semi is larger/more complex. I'd be surprised if we saw 500+ units/month by December.
While high oil prices are attractive in terms of investment, if oil companies aren't very confident about making large/fast investments in this climate, I don't EV manufacturers are going to be.
My guess is that Tesla will gradually ramp production in a cost effective way, like they have in the past. It's better to miss a timeline and deliver a cost-effective/competitive product than the other way around.
They might might fail, but I wouldn't bet on it. Also cybercab isn't out yet, so any discussion is premature at best.
Cybertruck has been disappointing, but I think a big part of that is cost. They started in house dry 4680 cell/pack production a couple months ago, so we'll see how that goes over the next few years.
Even with China subsidizing cell production and being dominant in the world market, Tesla is still at 150gwh/year compared to 200gwh/year from BYD.
The big question is how the dry cell 4680 packs will perform and how well they can scale production if performance is adequate.
FSD is always a year away, but that's generally OK as long as it keeps improving and there isn't a comparable product in their cost bracket. If someone leapfrogs them, they're done. If not, they might be able to roll everything up all the way through Optimus.
A point that can be made is that just throwing money at something that doesn't produce meaningful results can be good to cut. having a bunch of data for data sake doesn't make it useful.
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