@GR Value if Elon truly believed in the industrial value of applied robotics, he’d develop it through a vehicle he fully controls, not Tesla, where he owns just around 13% and has fiduciary duties.
xAI is the perfect vehicle to fund hype and raise capital with sky-high valuations, no quarterly scrutiny. With Tesla, every misstep hits shareholder value.Paradoxically, today’s Tesla shareholders are just funding someone else’s dream. They’re not investing in AI, they’re buying into a car company with 2% margins and declining sales...I agree 100%. That's what I stated. He's a literal master of startups, using other people's money, and selling dreams to them. For example, "robotics" won't be in Tesla, they'll be in something he mostly or wholly controls or can profit from more so. As you state, xAI. Tesla holder's narrative is totally bogus because he's cannibalizing anything they perceive as Tesla could offer, in more and more startups all the time.Tesla is worthless at this level, it's probably worthless at $75 all things considered as far as we can see. His pursuit of 56 billion in a pay package just months or a year ago proves how exploitative he is. That's an astonishing attempted money grab that would make the dot coms envious.Well, whatever they're investing in, they paid 330 to get 40 cents back after waiting 3 months. There's no substantial growth and hasn't been for years.
Al Root of Barron's wrote an article yesterday, mentioning the anticipated income from their Bitcoin investment. This demonstrates how ignorant the media is about finances. I don't care how much money they made (or lost) in Bitcoin, as they are in the car business, not the crypto investing business. It is NOT operating income. In the first qtr, they had a loss in their Bitcoin investment, and the article had no idea how they accounted for it. If you don't know, don't write these articles.
You’re absolutely right!!! Bitcoin gains or losses fall under “other income/expense”, not operating income (EBIT), so they tell you nothing about earnings quality.
Every time a journalist confuses accounting gains with core performance, it distorts the financial picture.
Tesla is a carmaker (with shrinking margins), not a hedge fund.
So yes, the focus should be on automotive — not volatile assets like Bitcoin.
And anyone writing about finance should at least understand how an income statement works.
Every time a journalist confuses accounting gains with core performance, it distorts the financial picture.
Tesla is a carmaker (with shrinking margins), not a hedge fund.
So yes, the focus should be on automotive — not volatile assets like Bitcoin.
And anyone writing about finance should at least understand how an income statement works.
如果 Elon 真的相信应用机器人技术的工业价值，他会通过他完全控制的工具来开发它，而不是特斯拉，他在特斯拉只拥有约 13% 的股份并负有受托责任。
xAI 是完美的融资工具，它能为炒作提供资金，并以超高的估值筹集资金，而且无需季度审查。而特斯拉的每一次失误都会损害股东价值。矛盾的是，如今的特斯拉股东只是在为别人的梦想提供资金。他们不是在投资人工智能，而是在投资一家利润率只有2%、销量还在下滑的汽车公司……我完全同意。我就是这么说的。他简直就是初创企业的大师，用别人的钱，把梦想兜售给他们。比如，“机器人”不会出现在特斯拉，而是出现在他大部分或全部控制，或者能从中获利更多的东西上。就像你说的，xAI。特斯拉股东的说法完全是胡扯，因为他正在蚕食他们认为特斯拉可以提供的一切，而且这种蚕食正在越来越多的初创企业身上发生。特斯拉在目前的价位上一文不值，就我们目前的情况来看，考虑到所有因素，75美元可能也一文不值。几个月前甚至一年前，他竟然还想以560亿美元的价格收购特斯拉，这足以证明他是多么的剥削人。这番令人震惊的敛财行为，足以让互联网巨头们羡慕不已。好吧，不管他们投资了什么，他们花了330美分，等了3个月才收回40美分。多年来，他们没有实现实质性的增长。
《巴伦周刊》的艾尔·鲁特昨天写了一篇文章，提到了他们投资比特币的预期收益。这暴露了媒体对财务状况的无知。我不在乎他们在比特币上赚了（或亏了）多少钱，因为他们做的是汽车生意，而不是加密货币投资生意。这不算营业收入。第一季度，他们的比特币投资亏损了，但文章里根本没说明他们是如何核算的。如果你连这都不知道，就别写这种文章了。
你说得完全正确！！！比特币的收益或损失都归入“其他收入/支出”，而不是营业利润（息税前利润），因此它们并不能反映盈利质量。
每当记者将会计收益与核心业绩混为一谈时，就会扭曲财务状况。
特斯拉是一家利润率正在缩水的汽车制造商，而不是对冲基金。
所以，没错，重点应该放在汽车上，而不是像比特币这样的波动性资产。
任何撰写金融文章的人至少都应该了解损益表的运作方式。
每当记者将会计收益与核心业绩混为一谈时，就会扭曲财务状况。
特斯拉是一家利润率正在缩水的汽车制造商，而不是对冲基金。
所以，没错，重点应该放在汽车上，而不是像比特币这样的波动性资产。
任何撰写金融文章的人至少都应该了解损益表的运作方式。
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