Where's the Beef in AI?

[captainccs]

@mostlylong

There’s no serious revenue (cashflow) from these in sight for Tesla.

Don’t buy TSLA.

@mostlylong

I replied with some basic facts that:

• FSD is a meager 1% of Tesla revenue (correction: 0.5%)
• Tesla has a miserable net income margin of 4% - about like a retailer - despite their AI ambitions
• Toyota, with modest-at-best AI ambitions, has almost double margins, 7.6%

Don’t buy TSLA.

@albaby1

Only about 330K users are subscribing. Which would mean about $400 million in annual revenue.

Don’t buy TSLA.

The Captain