Brad thank you for finally acknowledging Optimus even if you did so dismissively. Eventually you will understand.
I don't really have much else to say except for what I've said before you are concentrating on the financials but Tesla is not a financial company. You are concentrating also on the cars but Tesla is not a car company. If you look at the mission Tesla is outperforming anyone's wildest expectations and the world is moving at breakneck speed towards EV. If you look carefully at Master Plan 3, the energy aspect will be the next big submission from Tesla, but since it's harder to wrap your head around than car units I know many analysts like yourself will ignore it.
Hi Brad please give me your friend's contact details I will answer them directly. As much as I have great respect for you I don't trust you to be an unbiased conduit of information
With respect to R&D spend I will reiterate what I've said on Twitter it's not about size it's about how you use it. Tesla engineers and researchers accept much less salary than their competitors to work on a great mission and do more. No where is that more obvious than in FSD. Waymo where engineers earn 400K out of school and hires an order of magnitude more of them, but can only do a few city blocks while Tesla has tens or hundreds of thousands of FSD Beta cars operating everywhere. Hiring for passion, proven by taking lower salary for the mission, instead of greed means you get great workers instead of mercenaries there to collect checks and enjoy the laid back Google lifestyle.
The other thing that gives Tesla a huge R&D per dollar advantage is the adherence to first principles. Their competitors are cargo culting inefficient processes and wrong headed ideas from each other. Tesla emphasizes asking why down to the fundamentals.
Thanks for your work.
Thank you for reading my report. Means a lot.
You're welcome I will continue to do so as long as I have access to it!
Brad thank you for finally acknowledging Optimus even if you did so dismissively. Eventually you will understand.
I don't really have much else to say except for what I've said before you are concentrating on the financials but Tesla is not a financial company. You are concentrating also on the cars but Tesla is not a car company. If you look at the mission Tesla is outperforming anyone's wildest expectations and the world is moving at breakneck speed towards EV. If you look carefully at Master Plan 3, the energy aspect will be the next big submission from Tesla, but since it's harder to wrap your head around than car units I know many analysts like yourself will ignore it.
How many goals set by Master Plan 1 & 2 were achieved? Asking for a friend.
Hi Brad please give me your friend's contact details I will answer them directly. As much as I have great respect for you I don't trust you to be an unbiased conduit of information
With respect to R&D spend I will reiterate what I've said on Twitter it's not about size it's about how you use it. Tesla engineers and researchers accept much less salary than their competitors to work on a great mission and do more. No where is that more obvious than in FSD. Waymo where engineers earn 400K out of school and hires an order of magnitude more of them, but can only do a few city blocks while Tesla has tens or hundreds of thousands of FSD Beta cars operating everywhere. Hiring for passion, proven by taking lower salary for the mission, instead of greed means you get great workers instead of mercenaries there to collect checks and enjoy the laid back Google lifestyle.
The other thing that gives Tesla a huge R&D per dollar advantage is the adherence to first principles. Their competitors are cargo culting inefficient processes and wrong headed ideas from each other. Tesla emphasizes asking why down to the fundamentals.