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Forward PE (assuming same earnings as current quarter for full year) is around 40. Trailing PE can be misleading in high growth phases.


EPS is $0.68. forward P/e is 43.5 based on after hours pricing ($118)


credit card processors charge around 3%


each of us has apps we like and Tesla only supports a few apps. Ex. I use YouTube music but tesla only supports Spotify and Apple Music.


main use case seems to be simulations in 2D, 3D or nD spaces. spaces -> spatial.


you seem to be comparing energy units with power units. 1 GW of installed solar capacity should be give about 1 TW hour of energy per year (365 days * 3 hrs per day as a conservative estimate).


I don't think they're confusing anything. If we use your numbers, then 180GW of solar is less than 5% of energy needs, and that is increasing at less than half a percent annually.

At that rate, decarbonizing by replacing a meaningful amount of the other 95% with solar will not happen in our lifetimes.


Electrifying everything makes about 75% of that energy demand unnecessary as it was waste or avoidable inefficiencies of fossil fuels.


except META was $90 when all tech was in recession. TSLA is crashing even when all tech and broader market has been rising.


mental load of driving is already reduced quite a bit (50%?) by Basic Autopilot.


More like increased when you need to constantly babysit it.


they announced a cloud service NIM that hosts LLMs using Nvidia software stack.

https://developer.nvidia.com/blog/nvidia-nim-offers-optimize...

so there is a push towards a platform company, but probably not well explained in this article.


a similar blocking effect happens in Joshua Tree. Very clear skies even though LA is not far away.


Yes, it’s cable news. But US has restrictions on foreign owned news.


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