[TheAlchemist]

We're getting to it, slowly but surely. Wheels of justice...

FSD is quite an amazing example indeed - they are supposedly unveiling a Robotaxi in 4 months, while he spent the past 10 years saying that each Tesla ever produced will turn into a Robotaxi with an OTA update.

All of this is fun and games, but you can only imagine, what kind of accounting shenanigans this guy is doing behind the scenes where nobody can watch, if he's willing to lie so blatantly in the open.

[sandofsky]

If I had to wager a guess, the upcoming Robotaxi event will amount to “we’re shipping this in 2028,” and when that deadline comes and goes, the scapegoat will be government regulations.

[chipdart]

> (...) the scapegoat will be government regulations.

That's true in a sense. The only thing that stops anyone in the world from marketing a full self driving car is the risk of being held liable for killing anyone involved directly and indirectly, including the driver/customer, in crashes caused by FSD. I mean, imagine how the fines would eat away the bottom line.

[FireBeyond]

> but you can only imagine, what kind of accounting shenanigans this guy is doing behind the scenes where nobody can watch, if he's willing to lie so blatantly in the open.

Tesla released advertising in Australia that claimed that they were now the most popular selling car there, outselling the Camry. Which lead to some investigations and (Australia has some strong truth-in-advertising laws) retraction when it was shown that Tesla's definition of "sold" somehow in no way equated to the numbers of vehicles or VINs registered with the varying state databases.

Also note the non-zero numbers of "new" Teslas delivered that have been previously registered and delivered. What do we think the odds are that Tesla subtracts a sale from their numbers on returns?

I fully believe many announcements from Tesla serve no other purpose than to provide a "shield" for unlocking value from the books.