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thelastgallon • today at 5:11 AM • 7 replies • view on HN

I wouldn't trust promo videos.

For Eg, we have self driving trucks. Nikola admits prototype was rolling downhill in promotional video: https://arstechnica.com/cars/2020/09/nikola-admits-prototype...

Tesla’s History of Faking Demonstration Videos: https://dawnproject.com/teslas-history-of-faking-demonstrati...

This is probably just to hype up the stock. The stock is down 5% (5 days), up 1% (1 month), down ~7% (6 months), down ~20% YTD, down ~16% (1 year). It has a PE of 336 and dwindling YOY sales. Tesla’s U.S. vehicle sales fell approximately 14% to 20% year-over-year through the first three quarters of 2026. Rest of the world, Tesla is not competitive and will probably go down rapidly soon.


Replies

simondotau • today at 5:35 AM

This Tesla event was apparently performed in front of a live audience. Yes I'm sure there's a hype strategy here but equating this with the Nikola scam is a stretch.

Also Tesla events rarely (if ever) get followed by a durable stock bump.

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Edit: Credible independent videos have been released on YouTube by reputable people. There's no doubt that the spectacle did happen as shown by Tesla. That's not to say it's anything more than a carefully staged spectacle, but claims that it's fake or AI or CGI are absolutely debunked.

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Topfi • today at 8:13 AM

I suspect this is going to be a Cybertruck/Boring Company situation, where we may get something ostensibly called the same and may even do something one could consider similar when squinting (maybe a bit higher than U9 jumps in scope) but with the specs and implementation differing so greatly that it shouldn't be considered the same. Exoskeleton vs body panels, 200kph+ on electric sleds vs Teslas (driven by human operators; tells you how much they trust their FSD tech) in a tiny tunnel, FSD on HW3 vs an upgrade maybe someday, etc.

And inevitably two groups will clash, one pointing out how much this deviated from the original, often decade long promises vs another pointing at the identical naming, how it's still a product they like and of course the all time winner "I don't see you do X"...

For what it's worth, I'd file this as a RCS demo for SpaceXGrokSI (or whatever they call themselves this week) above all else and if I were a betting man, might be a prelude to fusing them into SpaceXSuperXTeslaXIntelligenceX...

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porphyra • today at 7:50 AM

FYI the dawn project was debunked as crackpot scammers who had their feet on the accelerator pedal to fake an "FSD crash", along with a slew of other underhanded and misleading tricks.

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spullara • today at 4:04 PM

this wasn't a promotional video, it was a live demonstration in front of hundreds of people.

pnw • today at 6:16 PM

dawnproject.com is a well known Tesla critic with commercial ties to Mobileye, a Tesla competitor.

https://www.washingtonpost.com/technology/2024/02/11/tesla-s...

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razster • today at 5:35 AM

Yeah no, something is very off on this and I cannot put my finger on it, the video looks odd to me. I want to say AIgen feel, but I only saw little tiny vids, rest were blurry as sin.

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mihaaly • today at 8:24 AM

Any self respecting trader buys Tesla stocks based on this?! OMG!

It would encourage me to sell, if I had, seeing this nonsense.

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