Comments by "Martinit0" (@Martinit0) on "Tesla crashes; stock falls over 50% since Elon joined Trump administration" video.

  1. Elon was always very cautious in his "forward looking" statements regarding FS. He always used weasel words like "I believe", "I am pretty sure" etc. making whatever he said a personal opinion rather than a corporate statement. So technically he was not lying. What is more telling is that Tesla never published data about average miles between critical disengagements (an industry standard metric) and how this data trends over time. Pretty sure Elon is looking a precisely that data daily but not making it public gives us a hint that it's probably not going up fast enough. Instead Tesla opted to show us "cumulative miles driven on FSD" in their quarterly update presentations. The fact they are using cumulative miles tells us again that they needed to show a FSD-related graph that goes up and to the right. A more honest graph would show use (non-cumulative) miles driven on FSD or FSD user numbers (hopefully going up).
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  2. I wouldn't be surprised if Elon started layoffs at Tesla these days so he can claim he already took action at the Q1 earnings call.
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