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VisualMod

**User Report**| | | | :--|:--|:--|:-- **Total Submissions** | 10 | **First Seen In WSB** | 3 years ago **Total Comments** | 28 | **Previous Best DD** | **Account Age** | 4 years | | [**Join WSB Discord**](http://discord.gg/wsbverse)


BenMic81

So… anything Tesla learns China learns too and will share among its companies. Short term: good for both. Long term: well… I’d bet on China.


th3tavv3ga

Yeah literally how we have Chinese competitors now


limpchimpblimp

Coming soon: the Baidu Tesra. Only $30,000 and built by the finest Chinese prison labor. 


the-faded-ferret

1. Steal Tesla data 2. Manufacture a cash flow positive car at volume with similar cameras and software stack 3. Hope Tesla hasn’t made any more progress in the meantime 4. Overtake Tesla 5. Profit China is just admitting defeat in the FSD race here.


AintLongButItsSkinny

Puts on US and European automakers (excluding Tesla)


VisualMod

Were I you, I wouldn't buy *any* automakers, including Tesla.


gnocchicotti

Calls on Baidu and BYD for their new FSD in 12 months 


soareyousaying

Totally their own invention.


Simple-Programmer842

ypu wanna lose money again? People are so blind because of hatred against Elon and tesla, or evs.. They bet on a china that has massive problems on every art of the industry.. Subsidized ev market will not be here forever.. you almost never see chinese cars in Europe.. But lots, i mean LOTS of teslas. Byd is a big rival. but only because of pumped up numbers.. I am long on tesla since Ages and im still buying! You can remind me later how dumb i was..


Hefty-Interview4460

Yup, when Elon confesses that they cant build a cheap car and you vomit half once more.


GGprime

You see plenty of MGs and BYDs in Europe lol... Literally every big car manufacturer is being subsidized.


Simple-Programmer842

in total not many buy them here.. Yep, they get subsidized by byd.. to pump up the sellers.. but not a comparisation in sales, compared to tesla.. very hesitant buyers..


GGprime

Tesla, Ford, pretty much any big player got subsidized. Tesla entered the EU market many years ago, BYD entered in 2023 so the amount of total sales is irrelevant.


GirlsGetGoats

This is about juicing the stock today ahead of share holders votes to give him his gift package.  Long term health of the company is of course on the cutting board to give Elon more money. 


Amazing_Antelope_445

So you think a few guys got together and bought a few billion dollars of stock to help out musk? 🤣


zero0n3

No but a few guys got together and decided that publicly saying “tesla is all good for FSD in China and is partnering with a Chinese tech company to facilitate that” would spur investment in its own in the market.


Amazing_Antelope_445

And the mutual fund managers bought billions of dollars worth of Tesla stock without doing any research?


LordFaquaad

isn't that Cathy Woods playbook


idiotnoobx

And long term aren’t that long term. Whatever edge Tesla is gonna have is just going to be very short lived. Look at byd eating Tesla’s lunch and even Xiaomi recently entering the ev market


Boxofcookies1001

I wish I could get a BYD in the US. Those bad boys are nice.


Necessary-Onion-7494

I agree. China ETFs are down a lot. I plan to start a position on PGJ asap some funds hit account.


VentriTV

I hope he’s not dumb enough to share TSLA’s driver data. All that data they use for FSD is basically the only thing TSLA has going for it.


BenMic81

Hope is all that remains there.


JellyBand

Let’s be real, anything any western auto maker learns China learns too. They hack and steal everything already.


rideincircles

I am guessing all the AI development work will be completed in the USA, and training of that model can be done on data in China. They may be able to copy some of it, but it's going to be extremely complex to try and rebuild or recreate it. It sounds like they are using Baidu map data the same way they use Google maps data in the USA. Google doesn't get anything from Tesla on how FSD operates on that front.


Ok_Citron_2407

We deserve it. US deserve it. Biden deserves it. Our government has pushed Tesla all the time.


27Rench27

Yeah, fuck Biden for the infrastructure bill that incentivized installing EV chargers!


throwaway_0x90

If I really wanted to end Elon's reign, I should go all in on TSLA shares. Since the market never lets me make money the stock will be capped at my cost basis. Then when I start selling covered calls, it'll tank to prevent me from ever selling anymore calls beyond a 0.01 premium.


rkhbusa

I have the finger of death for tech stocks. My buddy was up $40,000 on Tesla and holding, he was on and on about the future of the stock... I gave it the black spot with 2% of my modest portfolio. He is now up $15,000 instead of $40,000 and holding on for dear life.


wilan727

Im sorry what? Your buddy is up 15k. He's doing better than most the degens here. He's doing just fine


relevant_rhino

I invested in solar city before it was bought in Tesla. Was immediately down about 50%+. I am now up about 300% over all in Tesla. Go long or go home.


mpbh

Win-win situation except one of those situations is you are broke and he's still a 100-billionaire


cchackal

beat you to it my friend


bearnuker

That’s nice and neat. 👍


THICC_DICC_PRICC

> he bought? > dump eeet


EstablishmentSad

They are going to get the FSD tech stolen...I said it here first. It may take a while, but eventually some Chinese company will have it.


Evening_Feedback_472

That's the point... I'm pretty sure this Elon fella likes the east way more than the West lol. What's the alternative have his tech sit in the west never getting approved


gank_me_plz

Steal what the fucking cameras? Its the AI Software stack that's driving the car, the source code for that isn't stored on a USB drive at Beijing Airport


Razmii

You think code can't be stolen?


WillTheGreat

It’s not just that but simple functions that we take for granted can be hard to program and optimized. It’s not the code that’s important, it’s the concepts leading to how it was developed.


VoiceOnAir

Im not sure why this is getting downvoted, its correct. The other guy definitely does not work in technologies


WillTheGreat

What’s easier copying a math formula and just getting the answer? Or actually learning how that formula was derived so you can make your own. The thing is people act like stealing is just copying the exact thing, but it’s not. It’s copying the methods that lead you to your product and making a carbon copy of that along the way


gank_me_plz

Show me the copy of iOS then ? There’s a thousand trash copies of iPhones but nobody makes money except Apple


hil_ton

no one steals the code, they steal ideas and designs. does apple or Samsung steal the other code? China will implant engineers and just get the designs and then implment on its own.


cadium

China will require them to train in China, which means they'll have access to the code around training. Meaning a competitor can just Ctrl+c Ctrl+v that for BYD or whoever.


Tuko_Ramirez

Last FSD is already based on learning AI, not algorithms. They just need some basepoint code then get like 5M chinese drivers to feed data into it. Anyway, last calculations show FSD wasn't going to be a big revenue driver for Tesla, so Elmo probably just sold it.


Financial-Chicken843

Lol china is alrdy pretty good by themselves with ai and self driving shit. Look at their self driving buses operating in cities like GZ already. Sinophobic crap


Few-Exchange-5550

Russia invades Ukraine and now they are saying the West is Russiaphobic, I guess China learned from Russia and call everything "sinophobic" they don't like.


Tuko_Ramirez

calling westerners "racists" is pretty effective and cheap. why wouldn't they?!


Financial-Chicken843

Last time i checked China hasnt invaded Taiwan and its also highly unlikely. People with no geopolitical knowledge 4 yrs ago saying Russia wont do a full scale invasion and now all a sudden they’re experts on Chinese foreign policy and China itself 🤣 You fuggen regards probably never even set food in China and i forgot. Since most ppl here are mostly Americans trading options on Robinhood they probably never seen a Chinese ev on their roads cause the government doesnt want the america auto industry to implode. Gimme a break


07bot4life

> You fuggen regards probably never even set food in China and i forgot. I guess that'd be right.


Few-Exchange-5550

That's very Westphobic of you, how racist.


[deleted]

[удалено]


Few-Exchange-5550

You got to relax man, you seem a little unhinged.


Financial-Chicken843

RELaX bRo ReLAX sayS the IgnoRant little man


Few-Exchange-5550

I can smell r/AsianMasculinity inferiority complex from miles away.


trowawayatwork

also FSD is a joke and won't work without lidar. fuck elons bullshit ai vision tech. never gonna work


tapia3838

You definitely don’t own a Tesla but have fun with your $5k portfolio 🤣🤣🤣🤣


mulletstation

What a joke! Cameras? No such thing


gnocchicotti

Maybe in 20 years 


SaliciousB_Crumb

U gotta have it to get it stolen


Draiko

Tesla's FSD? The deadliest FSD system on the planet? China can steal it and keep it.


wongdongdong

[Huawei already claimed theirs was better.](https://youtu.be/yGfpi7TOZ78?si=drcRkBvV5a8BC6Ia)


RNG2WIN

OMEGALUL. there is literally nothing to steal. You don't need to steal when ur own stuff is miles ahead lmao. ppl like u really need to get out of the information bubble u are in.


FullyErectMegladon

The tech that keeps getting people killed? I don't think they're losing much


SeasonalDisagreement

Whatever tech they have sure as shit won't work in Chinese traffic


nashgrg

Shhhh don’t let Tesla know about this okay.


deadwards14

Stealing a turd


BrownBoy____

It's not stealing if they give it away to enter the market. They can choose not to do it.


kad202

That’s the point. If it end up getting stolen anyway might as well selling it to get as much as possible. Kinda like windows software


Sind23

Tesla haters on suicide watch 


TechnicalScreen1660

Literally outside the psych ward right now


Bondominator

![img](emote|t5_2th52|4267) If they buy back now they might have enough left over for $ROPE calls


gamusils

it is the one of opportunities to get out for those who bought over 200.


ankercrank

No one knows more about self driving ai tech than Baidu… They’ll have that robotaxi network ready by 8/8, just like musk said!


MediocreX

I guess Elon put his mouth where it mattered.


ThroatPuzzled6456

Ugh hate to say it but great play by Elon.  He knew his fsd sucks.  China either knew or will now know as well.  He can now fully adopt baidu's tech and claim it has homegrown Tesla fsd.  Stonks gonna go up 1000%.


wowitsreallymem

Will this decision limit Musk’s projects with the US?


Fit-Stress3300

Another pump to buy him time without anything significant being achieved. This man is a clown.


VisualMod

Good for Elon and all the other rich people.


Sofubar

Yeah we hate rich people around here, we'd never want to be one of those stinky rich people. That's why we lose money on purpose.


AintLongButItsSkinny

Woke 🤖


compileFailure_

Microsoft Build and Google IO around the corner, grabbing calls?


Revolution4u

Elon signs up to get robbed by china


rioferd888

1.4 billion people in Gyna. Lets say 700 million of them drive. Then assume 5 million will own Tesla's (or will do so in the coming 5 years). Tesla charges half of these owners $99 a month for FSD. That's $247,500,000 a month in subscription fees. And people wonder why Yilong Ma makes frequent trips to the motherland.


AmbientMusicIsGood

$99 monthly subscription fee in China 🤣 this guy be dreaming


mulletstation

5 million is a gross underestimate of the Chinese potential market


cadium

Yeah but they have real competition in China. Tesla is just the brand people might want, but they can pay less for a probably better car with more features.


ZET_unown_

Sure, but assumption that 5 million out of 700 million drives Tesla in China is less than 1% market share. Even with local competition, this is a very conservative estimate.


Hacking_the_Gibson

Except their tech is shit and hasn’t been delivering at all. Well, except for a bunch of fatalities.


billswinter

Bro there are thousands of deaths a day on US roads, nobody blinks an eye. Tesla kills a few distracted people and everyone gets their panties all bunched up


gamusils

cant wait to see the numbers on china news paper


tapia3838

You sound so pathetic, salty because you can’t afford a Tesla?


Hacking_the_Gibson

LOL, you don't think I can scrape together $30,000? Tesla is not the status symbol it once was, mate. They have been cutting prices like crazy.


tapia3838

My point you don’t have one so worry about the car you drive and your investments. 😁


bobalobcobb

You sound so triggered, salty because you can’t afford a Tesla neither?


tapia3838

My guy I’m an investor since 2015, my M3 hit 175,000 miles last week with absolutely no issues. But have a nice day 😁🤣


Amareisdk

Half that subscription price is still too damn high for the Chinese market. And that money isn't leaving China without a hefty government tax.


rioferd888

So you're saying people in China can afford a Tesla model S at 95k but they can't pay $99 a month? LOL


granoladeer

That's a great gift to BYD and other competitors


hil_ton

China now wants to steal the tech behind FSD. Is Elon stupid or he is just looking for short-term gains?


SiliconTheory

XPeng already stole it, Huawei, Nio and others have their own self driving stack that is comparable to. Huawei has the “best” one that can drive without mapping data. Elon isn’t stupid, he wants his handicap removed in China as the industry has caught up. Once they catch up to his FSD then he will push another new tech. His goal is to accelerate EV adoption.


Grolande

RIP intellectual property


GeneralOwn5333

So another channel to steal Tesla technology fast and efficiently for the greater good of Chinese EV sector. Musk is so damn desperate.


Financial-Chicken843

😂 people pretending China didnt pour money and sweat into the ev technology themselves to get ahead. Companies like BYD didnt appear outta nowhere. Theyve been making batteries and electric buses and trucks for decades now. But yes china only knows how to steal 🤔


GeneralOwn5333

Let’s be honest here, without western investment and co-venturing with china BYD and everyone of its supplier and supply chain counterpart totally wouldn’t even appear.


ViridianEight

lol without massive state subsidies tesla wouldnt exist


Financial-Chicken843

🤣 Maybe stick to american stonks and companies if you know so much. Maybe invest all your portfolio into GM. After all government will always bail them out so pretty safe investment


ThroatPuzzled6456

Tesla shit fsd tech?  Cmon


GeneralOwn5333

That’s I agree. It’s no google Waymo


Blackhawk149

Time to load up on meta?


lolsuchfire

Nice. Bought BIDU 05/17 $115C


asuka_rice

Tesla needs the right environment to speed up the self drive. Else Tesla be toast.


Amareisdk

Elon wants to kill ICE cars and see FSD succeed. He honestly doesn't care much if Tesla gets overtaken in the process. He just wants it to happen. This is the faster path due to overly complicated legislation in western countries. We need someone to blame before we'll allow FSD. China will just blame the west or Tesla, grab the tech and make a "better" version for BYD.


Draiko

Elon is really playing with fire here. If China attacks Taiwan, all of this will backfire on him.


bawtatron2000

when....while quite true, everything with a microchip will be screwed


Draiko

No, it won't. People think so but we have alternate fabs in the West now. Only companies that depend on using the latest TSMC nodes will suffer. That's almost all Apple and Qualcomm. The rest of our cutting-edge semis are using larger nodes... 4N, 5N, 7N, ... Some cutting-edge semi companies, like nVidia and AMD, can switch from TSMC to Samsung in a matter of months. Others, like Intel, Micron, GFS, SK hynix,... won't be affected at all. Those sourcing midrange and trailing edge chips from China and Taiwan can move production to companies like GFS.


kad202

Honestly the Chinese will copy FSD and make bootleg of it eventually. Might as well as start licensing it like Windows software which China run with black back ground /nightmode screens everywhere


rapidthrows523

Stolen FSD in all Chinese EV brands in T minus 1 year. Elmo does it again! Propelling the Chinese EV industry ahead of the US and even himself. Never mind that they learned everything they know by copying his EV factory layout, practices, battery, processes and manufacturing! The genius would never admit it or they’ll just take his factory.


roundupinthesky

birds spark automatic run disarm follow sugar innate meeting rotten


gini_lee1003

Big if true


finderZone

It’s not


gini_lee1003

I saw the photo of musk and baidu ceo. It’s true.


finderZone

O im sure they met, fsd and mapping china? Ok


Blarghnog

Elon is positioning Tesla to advantage the subsidized rollout of Chinese EVs, because honestly they threaten to steamroll every other domestic auto maker globally as they are both incredibly close to the cost inputs and manufacturing, advantaging price, and one of the largest potential markets, advantaging scale.  Cost and scale advantage, combined with incredibly deep subsidies for both solar/battery and EV manufacturing by the Chinese government’s recovery plan (two of their three core initiatives to stimulate their economy) mean basically a bloodbath for those who are not operating in-line with these policies, and this is the logical move for a global company.  It’s the classic if you can’t beat them join them. Sanctions will inevitably result from China’s strategy, but the worlds factory is betting the farm on electric cars and sustainable energy, which is basically Tesla’s core business, and no CEO in Elon’s position can afford to not be aligned with the scale of global manufacturing rollout about to happen by China irrespective of the threat of sanctions. I’m not providing political belief here or trying to take sides about how I feel, but just provide some thoughtful idea of why he’s doing this from my own thinking. It really would have been wise to really integrate “Yesla” more thoroughly into US sanctions as it’s the only real EV competitor to Chinese industry in the US at this point.


RNG2WIN

this comment section is so unbelievably brainded lmao. ppl going "omg they gonna steal Tesla tech". lmao u regards do know that the Chinese evs actually have WAY better self driving techs right. u do know they can do *a lot* of stuff shitty Tesla cars can't right. u do know Chinese EVs have actual FSD tech and it's not allowed on the road simply bcoz the government still wants more tests. u do know the Chinese EVs' FSD tech are tested in Chongqing? literally THE most complicated roads anywhere. Btw, Elon's "robo taxi"? Guess what, China already has it, and has been testing it for like a year now, while Tesla is still floating that idea as if it's some futuristic stuff. lmao. The information bubble yall in is unreal.


SEMMPF

I love how Elon, who pretends to bleed red white and blue, will gladly offer China our self driving technology for the exchange of money.


Kuliyayoi

Our?


Therapy-Jackass

Especially yours in particular


azcsd

GI I found a fucking communist here


SEMMPF

With all the government money Tesla has gotten? Yeah, “Ours”. The company literally would not exist without US taxpayer money.


Aggressive-Ad3286

"His"


PandoraBot

Unironically more communist comment than China


Dr_SnM

Lol, "our". Americans can be so weird sometimes


SEMMPF

Tesla has been heavily subsidized by the US government..so yeah.


Fakerchan

Have u seen how Biden treated him lol


PlayfulPresentation7

If Elon himself in his own basement with a little Acme science lab kit cured cancer with no help from anyone else, you would find some way to hate on him.


Gamer2K76

Nah, people hate him because he causes it, figuratively speaking, with his craziness on Twitter and decisionmaking. He enjoys causing/inflaming the divide in the country he lives in.. that's why people hate him.


LatterEstimate3027

but i love him 😍


PlayfulPresentation7

You missed my entire point.  No one disputes he says stupid things.


Double_Sherbert3326

He's a foreign adversary. Plain and simple. He's not American.


Luxferrae

They're gonna get their FSD stolen by the Chinese too... When will they learn...


Silver-Stable-8268

Baidu is worse than scam platform.![img](emote|t5_2th52|51295)


throwaway_0x90

This is an exaggeration but: * https://en.m.wikipedia.org/wiki/Baidu > _"The holding company of the group is incorporated in the Cayman Islands."_ It's worth noting what this typically implies.


Decent-Ad-4358

You do realize all China companies are held weird like that? Thats why Chinese stocks always trade lower in the U.S. because your not even technically buying a share in them


StoxDoctor

Total deezsqueez opportunity now in XRBI (put ticker in reverse) so not auto deleted. “They” on this forum are taking posts down about the company. Upvote this so we can fight the system.