u/Euphoric_Hunter4697

▲ 6 r/FFIE

No. 1 in U.S. Robotics Deliveries

FF EAI Robotics Sales and Shipments Reach a Record 265 Units in September and 817 Units Cumulatively, No. 1 in U.S. Robotics Deliveries

We can all ignore the continuing comedy with the stock price, yes it breached $1.2

Let's do the simple math, what does the amazing "Record 265 units" mean.

In Q2 2026, FF reported 220 units shipped yielding $836,000 in revenue.
This established a historic blended ASP of ~$3,800 per unit during active delivery months.

Estimated September Revenue = 265 units x $3,800 ASP = approx $1M

Monthly cash burn: ~$10M+
(Jia has doubled down on the exhibitions, conferences, marketing and imported even more types of robots from more companies, this cash burn could only increase)

Let's ignore the real -1280% gross margin in FFAI's Q2, let's allow Jia using "contribution margin"
At 30% gross contribution margin: $1M in gross sales generates roughly ~$300,000 in gross profit.

Remember, the revenue become FFR's now, not "FFAI"'s

you tell me

Isn't No. 1 in U.S. Robotics Deliveries with 265 units delivered in September amazing?

Now folks, a good question for the high school math exam
Based on above figures, how many robots does FF need to sell just to break even.

Required Monthly Units = Monthly Burn / Gross Profit per unit = $10,000,000 / $1,174 = 8518 units
Required Annual Units sale = 102,216 units

*Jia's target is 2,000 units in 2026)In SEC filings, FFR targets 60,000 units annually by 2030.

isn't it the definition of comedy?

and, that's only about using gross profit, imaging if we calculate using net profit margin

reddit.com
u/Euphoric_Hunter4697 — 10 days ago

Something never change

Johnny: Thank you everybody

Estimating the Profits from the Sept 25 Volume Spike

During the September 25 session, total trading volume expanded to over 2.0 to 2.5 million shares—a massive increase compared to the typical 100k–300k daily volume.

Assuming Streeterville Capital accounted for 25% to 40% of the total sell volume during the surge (a standard liquidation rate used by toxic lenders to avoid instantly breaking the bid book):

  • Estimated Shares Converted/Covered: ~500,000 to 800,000 shares.
  • Average Open-Market Short Execution Price: ~$1.78 per share.
  • Discounted Note Conversion Price (85% of VWAP): ~$1.42 per share.
  • Net Arbitrage Spread: ~$0.36 per share.

Estimated Arbitrage Profit = 650,000 sharesx $0.36 spread = approx $234,000 - $300,000

In addition to the raw trading spread, Streeterville collects Original Issue Discounts (OID) and accrued interest penalty fees written into the note agreements. On a single high-volume day, John Fife's entity likely extracted $250,000 to $350,000 in net cash gains while reducing their debt exposure to FFAI.

reddit.com
u/Euphoric_Hunter4697 — 17 days ago

The shameless level went through the roof

Let's all read this offical statements:

https://app-us.ff.com/ff-v3/news/1628

"FF believes it has become the U.S. robotics company with the most complete range of robot forms"

No kidding, Jia's imported all sorts of robots from various Chinese companies, and opened a supermarket, what an achievement

"for FF stockholders, the plan is intended to maximize long-term stockholder value. By linking the core team’s incentives to the growth of the robotics business, FF aims to strengthen operating efficiency and value creation while keeping stockholder interests at the forefront."

Are you laughing? I know what you are thinking.
The whole announcement is about finding "reasoning" to grant Jia and Jerry generous options in the spin-off.

"The long-term equity incentive plan is designed to align the interests of the core team with FF and its stockholders"

No, JUST the core team - Uncle and Nephew, the pinnicle of Nepotism

Translation:
Jia: give me 10 million options in the new EAI Robotics Inc. or I will lose my motivation to resell more Chinese robot, and you all going to suffer again !

reddit.com
u/Euphoric_Hunter4697 — 21 days ago
▲ 10 r/FFIE

Align the interests of the core team with FF ( and its stockholders)

Let's all read this offical statements:

https://app-us.ff.com/ff-v3/news/1628

"FF believes it has become the U.S. robotics company with the most complete range of robot forms"

No kidding, Jia's imported all sorts of robots from various Chinese companies and opened a supermarket, what an achievement

"for FF stockholders, the plan is intended to maximize long-term stockholder value*. By* linking the core team’s incentives to the growth of the robotics business, FF aims to strengthen operating efficiency and value creation while keeping stockholder interests at the forefront."

Are you laughing? I know what you are thinking.
The whole announcement is about finding "reasoning" to grant Jia and Jerry generous options in the spin-off.

"The long-term equity incentive plan is designed to align the interests of the core team with FF and its stockholders"

No, JUST the core team - Uncle and Nephew, the pinnicle of Nepotism

Translation:
Jia: give me 10 million options in the new EAI Robotics Inc. or I will lose my motivation to resell more Chinese robot, and you all going to suffer another -99% again !

There's this famous table, for your interest.

Legendary FF Investment Return Table

******stockholder interests at the forefront - weekly promises by Jia**

(Assuming $10,000 invested at the beginning of each year vs. current share price of $1.29)

Year Bought Actual Unadjusted Price at Time Cumulative Reverse Split Factor Split-Adjusted Historical Price Value of $10,000 Investment Today Total % Left Total % Drop
Jan 2021 (PSAC SPAC) $18.45 1,440,000 : 1 $26,568,000.00 $0.00048 (~$0.00) 0.0000048% -99.999995%
Jan 2022 $4.28 1,440,000 : 1 $6,163,200.00 $0.00209 (~$0.00) 0.0000209% -99.999979%
Jan 2023 $0.85 1,440,000 : 1 $1,224,000.00 $0.0105 (~$0.01) 0.000105% -99.999895%
Jan 2024 $0.14 18,000 : 1 (3 × 40 × 150) $2,520.00 $5.12 0.0512% -99.9488%
Jan 2025 $1.32 150 : 1 (150) $198.00 $65.15 0.6515% -99.3485%
Jan 2026 $1.75 150 : 1 (150) $262.50 $49.14 0.4914% -99.5086%
reddit.com
u/Euphoric_Hunter4697 — 21 days ago

The FF miracle table

Because it's too funny, worth it's own chart

Buying FF's stock at any point of time and diamond hands, a lost of more than 99% is guaranteed

FF Investment Return Table

**Long term value and stockholder first - weekly promises by Jia**

(Assuming $10,000 invested at the beginning of each year vs. current share price of $1.29*)*

Year Bought Actual Unadjusted Price at Time Cumulative Reverse Split Factor Split-Adjusted Historical Price Value of $10,000 Investment Today Total % Left Total % Drop
Jan 2021 (PSAC SPAC) $18.45 1,440,000 : 1 $26,568,000.00 $0.00048 (~$0.00) 0.0000048% -99.999995%
Jan 2022 $4.28 1,440,000 : 1 $6,163,200.00 $0.00209 (~$0.00) 0.0000209% -99.999979%
Jan 2023 $0.85 1,440,000 : 1 $1,224,000.00 $0.0105 (~$0.01) 0.000105% -99.999895%
Jan 2024 $0.14 18,000 : 1 (3 × 40 × 150) $2,520.00 $5.12 0.0512% -99.9488%
Jan 2025 $1.32 150 : 1 (150) $198.00 $65.15 0.6515% -99.3485%
Jan 2026 $1.75 150 : 1 (150) $262.50 $49.14 0.4914% -99.5086%
reddit.com
u/Euphoric_Hunter4697 — 21 days ago
▲ 11 r/FFIE

They are not pretending anymore

Faraday Future granted stock option awards in FF Robotics to YT Jia, Jaiwei Wang and Xiao Jiang under a new 2026 equity incentive plan.

Individual YT Jia Jaiwei Wang Xiao Jiang
Role Founder and Global Chief Executive Officer Global Executive Chairman Vice President of Human Resources
Type of Change Awarded stock options Awarded stock options Awarded stock options
Effective Date Sep 22, 2026 Sep 22, 2026 Sep 22, 2026
Reason Grant under FF EAI Robotics Inc. 2026 Equity Incentive Plan Grant under FF EAI Robotics Inc. 2026 Equity Incentive Plan Grant under FF EAI Robotics Inc. 2026 Equity Incentive Plan
Replacement Info Not disclosed Not disclosed Not disclosed
Background Details Received 10,000,000 stock options; options exercisable for FF Robotics stock; exercise price set by 409A valuation; vest over 4 years (25% at 6 months, then 36 monthly installments). Received 1,974,000 stock options; options exercisable for FF Robotics stock; exercise price set by 409A valuation; vest over 4 years (25% at 6 months, then 36 monthly installments). Received 690,000 stock options; options exercisable for FF Robotics stock; exercise price set by 409A valuation; vest over 4 years (25% at 6 months, then 36 monthly installments).
Board/Committee Role Changes Not disclosed Not disclosed Not disclosed

Original SEC Filing:

https://www.sec.gov/Archives/edgar/data/1805521/000121390026102861/ea0306503-8k_faraday.htm

What does it mean?

JIA PREPARING TO JUMP THE SHIP

The most critical detail buried in the corporate disclosures is that options in FF EAI Robotics Inc. are exercisable for equity in the subsidiary, NOT in the parent company (FFAI).

1: protect executives from current FFAI dilution, Jia and Jerry's stock position is totally safe, jumping ship is ready
2: they'll keep control of robotics IP, rental platform, etc. if the convertible debt holder claims against FFAI's balance sheet
3: 25% vesting at 6 months establish a legal timeline to deal with the subsidiary independently
4: Fully preparing for the "Next Vehicle"

reddit.com
u/Euphoric_Hunter4697 — 21 days ago

Jia and Jerry preparing escape boat

Faraday Future granted stock option awards in FF Robotics to YT Jia, Jaiwei Wang and Xiao Jiang under a new 2026 equity incentive plan.

Individual YT Jia Jaiwei Wang Xiao Jiang
Role Founder and Global Chief Executive Officer Global Executive Chairman Vice President of Human Resources
Type of Change Awarded stock options Awarded stock options Awarded stock options
Effective Date Sep 22, 2026 Sep 22, 2026 Sep 22, 2026
Reason Grant under FF EAI Robotics Inc. 2026 Equity Incentive Plan Grant under FF EAI Robotics Inc. 2026 Equity Incentive Plan Grant under FF EAI Robotics Inc. 2026 Equity Incentive Plan
Replacement Info Not disclosed Not disclosed Not disclosed
Background Details Received 10,000,000 stock options; options exercisable for FF Robotics stock; exercise price set by 409A valuation; vest over 4 years (25% at 6 months, then 36 monthly installments). Received 1,974,000 stock options; options exercisable for FF Robotics stock; exercise price set by 409A valuation; vest over 4 years (25% at 6 months, then 36 monthly installments). Received 690,000 stock options; options exercisable for FF Robotics stock; exercise price set by 409A valuation; vest over 4 years (25% at 6 months, then 36 monthly installments).
Board/Committee Role Changes Not disclosed Not disclosed Not disclosed

Ring-Fencing the "Good Assets" (Un-Convertible Equity)

The most critical detail buried in the corporate disclosures is that options in FF EAI Robotics Inc. are exercisable for equity in the subsidiary, NOT in the parent company (FFAI).

  • Shielding from FFAI Dilution: Parent company FFAI is trapped in a death-spiral of variable-rate debt conversions, printing millions of fresh shares and crashing the parent stock toward $1.00.
  • Creating an Offshore / Clean Island: By issuing 25% of the subsidiary's capitalization directly to insiders (including 10,000,000 options to YT Jia alone), management effectively segregates the "Robotics / EAI" narrative away from parent-level creditors and public noteholders.

Preparing for the Parent Entity's Failure (The Insolvency Strategy)

If FFAI eventually faces Nasdaq delisting, Chapter 11 restructuring, or liquidation:

[Parent Entity: FFAI] ──► Trapped in $100M+ Debt, Convertible Note Dumps, Delisting Risk
                                          │
                               (Creates Subsidiary)
                                          ▼
[Subsidiary: FF EAI Robotics] ──► Insiders Own 25% Direct Equity Pool
                                          │
                               (Insolvency Event Happens)
                                          ▼
[Outcome] ──► FFAI Equity Wiped Out, But Insiders Keep Clean Ownership of Robotics Arm
  1. The Debt-Proof Barrier: Senior noteholders holding FFAI convertible debt have claims against FFAI's balance sheet. By isolating FF EAI Robotics Inc. as an independent operating subsidiary with its own 409A valuation, insiders position themselves to preserve control of the robotics IP, rental platform (RoboShare), and vendor contracts even if the parent EV business collapses.
  2. Pre-Spinout / Private Carve-Out: Granting massive option blocks with a 6-month initial vesting cliff (25% vesting at 6 months) establishes a legal timeline to sell, private-equity fund, or reverse-merge the subsidiary independently.

3. Setting up the "Next Vehicle" (Post-FFAI Life)

YT Jia has executed similar multi-entity restructurings in the past (such as the transition from LeEco to Faraday Future):

  • The 409A Valuation Low-Ball: Establishing a 409A exercise price now allows insiders to lock in ultra-low exercise prices while the parent stock is crushed at $1.40.
  • Capital Extraction Route: If the subsidiary raises external venture capital or executes a spinoff, YT Jia and key executives capture 25% of the net enterprise valuation creation directly into their personal pockets—completely bypassing FFAI's ordinary retail shareholders.

reddit.com
u/Euphoric_Hunter4697 — 21 days ago
▲ 6 r/FFIE

Agibot's shell company launch consumer dancing robot at $2800

Yesterday

Qiyuan Robot (启元机器人) held a major launch event introducing its flagship consumer humanoid robot:
the Q1/T1 series at a starting price of ¥19,999 (~$2,800).
Almost as cheap as a new iPhone Duo

While marketed as the "cheapest humanoid robot" aimed at individual consumers

Basically it does what Agibot X2 ("FF Master") or Booster Robotics K1 ("FF Master Mini") does
- dancing / emotional toy

And, Qiyuan is not an independent competitor to AgiBot;
it is AgiBot’s backdoor listing vehicle and consumer-facing shell

Yes, it's literally Agibot's consumer-friendly model that make Jia's rebranded "FF Master"s $37,990 price tag ridiculous, and "Master Mini"'s $9,990 price tag also become embarrassment.
Note:
Booster K1 retail price in China is approx. $5,500
Agibot X2 retail price in China is approx. $13,800

As it's a new model, FCC is not letting it through apparently.

FF's NEW ROBOT WORLD SUPERMARKET 2.0

FF All-New Futurist - Agibot A3
https://www.agibot.com/products/A3

FF Master Classic - Agibot X2
https://www.agibot.com/products/X2

FF Master Mini - BOOSTER K1
https://www.booster.tech/booster-k1/

FX Aegis Mega - Unitree A2-W
https://www.unitree.com/A2-W/

FX Aegis Hyper - DEEP Robotics X30
https://www.deeprobotics.us/products/x30

FF Faber - Agibot G2
https://www.agibot.com/products/G2

FX Navi - WEILAN BabyAlpha
https://www.weilan.com/babyAlpha

reddit.com
u/Euphoric_Hunter4697 — 21 days ago

Chinese robot new price war, just happened again, $2800 dancing humanoid.

Yesterday

https://preview.redd.it/zf12xdpxkfrh1.png?width=1000&format=png&auto=webp&s=0346232a09dd42911f0321d79a83e972025624e7

Qiyuan Robot (启元机器人) held a major launch event introducing its flagship consumer humanoid robot
(the Q1/T1 series) at a starting price of ¥19,999 (~$2,800).

Almost as cheap as a new iPhone Duo

https://preview.redd.it/gdl4nxbflfrh1.png?width=451&format=png&auto=webp&s=fae671f3b0a71cd5f1910cc594a0976c2c19f4ad

While marketed as the "cheapest humanoid robot" aimed at individual consumers

Basically it does what Agibot X2 (or "FF Master") or Booster Robotics K1 (FF Master Mini ) does - dancing / emotional toy

And, Qiyuan is not an independent competitor to AgiBot; it is AgiBot’s backdoor listing vehicle and consumer-facing shell

Yes, it's literally Agibot's consumer-friendly model that make Jia's rebranded "FF Master"s $37,990 price tag ridiculous, and "Master Mini"'s $9,990 price tag also become embarrassment.
Note:
Booster K1 retail price in China is approx. $5,500
Agibot X2 retail price in China is approx. $13,800

Q1 doesnt look as dorky as X2, at fraction of the cost

The best part? Jia can not import it and rebrand as FF's next cheap toy, as FCC's rule is now in place

FF's ALL NEW ROBOT WORLD SUPERMARKET 2.0

FF All-New Futurist - Agibot A3
https://www.agibot.com/products/A3

FF Master Classic - Agibot X2
https://www.agibot.com/products/X2

FF Master Mini - BOOSTER K1
https://www.booster.tech/booster-k1/

FX Aegis Mega - Unitree A2-W
https://www.unitree.com/A2-W/

FX Aegis Hyper - DEEP Robotics X30
https://www.deeprobotics.us/products/x30

FF Faber - Agibot G2
https://www.agibot.com/products/G2

FX Navi - WEILAN BabyAlpha
https://www.weilan.com/babyAlpha

reddit.com
u/Euphoric_Hunter4697 — 21 days ago
▲ 7 r/FFIE

What can you learn from the 919 event?

Not gonna bore you with the same powerpoint cliche.

Remember when Jia revealed "All-New-Futurist" months ago but weirdly naked?

It takes YT Jia 3 months to get the tooling complete, to modify Agibot A3's front panel with the FF logo.

The entire comedy is just so funny

Best yet, John Fife, boss of Streeterville, having multiple field day surpressing the surge,
he's the most excited guy for the 919 event, let's enjoy today's market-open and how John collect profits

And what about the NEW ROBOTS?

You guessed it, he just source some more robots from China.

FX Aegis Mega - Unitree Go2-W (Wheeled Edition)
Retail price in China: $15,000 - 20,000
Jia's price: $74,990

https://www.unitree.com/mobile/go2-w/

FX Aegis Hyper - Unitree B2 ( Unitree flagship industrial/heavy-load quadruped).
Retail price in China: $76,900 – $100,000
Jia's price: $137,900

https://www.unitree.com/mobile/b2/

FF Master Mini - AgiBot X1

What Jia has improved?

Don't rely on just Agibot, if Agibot cut him off, he can beg Agibot's competitor
Bare in mind, that's all Jia have now
Any future new models from Agibot and Unitree, he's not able to sell them.

FF is now indeed a Full-Stack Chinese Robots distributor, with limited shelf-life
Anyone can source Chinese robots and sell in the US, but Jia willing to have all the money (MILLIONS) and time wasted to rebrand Chinese robots with FF logo at NEGATIVE -1280% gross margin, zero or negative contribution to the mankind, massive win to himself

reddit.com
u/Euphoric_Hunter4697 — 24 days ago

24H volume chart, buying order dry up

Extreme \"Volume Compression\" at New Lows

Different from previous weeks, this week's volume is like erectile dysfunction.
Organic retail buying interested vanished already, debt-conversion enters a throttled state, any big conversion will crush the price down to $1.5 instantly.

In summary, Jia's weekly update fail to generate fresh buy-side momentum, people are tired of BS

If the low volume continues, even 30 days delist timeframe is not enough, so Streeterville may want amendment on the conversion floor and push Jia to pump up more BS PR

reddit.com
u/Euphoric_Hunter4697 — 1 month ago
▲ 18 r/FFIE

When a person has no shame, they are invincible

Let's checkout Jia's own post defending FF exactly one year ago, blaming short sellers

https://x.com/ytjiaff/status/1966282157082755467
"in the end, truth and time will prove FF’s true value."

At that time of posting, FFAI's share price was around $265, pre-split adjusted, before weekly report 020
Now it's $1.8, -99.3% in last 12 months, after 50 "weekly update videos"
Great work demonstrate FF's true value Jia

Similar historical cringe promises were everywhere in Jia's channel, he don't bother to delete.

Jia's talk when he rollout FX Super One last in December 2025 is a classic:
https://www.youtube.com/watch?v=SJ5FVeJ8G14
Jia proclaimed "5 major values" that the launch signified, just like he present the "3 important values" last week for a few robots delivered to the middle east.

Now, there's a perfect Chinese saying that fit for Jia
人不要脸,天下无敌
It's not an insult, it's the secret of FF's corporate suvival strategy

Ask yourself, when a CEO in any company oversee:

- 99.9999% share price collapse
- 1:1,440,000 combined reverse split
- Unpaid suppliers
- Gross misuse of company resources and lavish spending
- Endless retail dilution to feed convertible notes
- Horrifying gross margin and net loss

Do they usually step down, apology and retreat quietly?
No, not an option for Jia, what he actually is:

- A visonary
- A martyr under perpetual siege
- A magician who would turn any negative news into positive
- King of narrative, father of pivot
- "I'll return to China next week, I promise"
- Innocent smile and say "Shareholder first" while f*** Shareholders in the back.

Let's forget about Four-Core Full Stack EAI Ecosystem Strategy or whatever super-ultra-hyper flywheels.
What is the real fundation for FF:
Revisionism without Shame Strategy (RSS)
100% immune to shaming, that's the key

reddit.com
u/Euphoric_Hunter4697 — 1 month ago
▲ 13 r/FFIE

Weekly Report 071 is just embarassing

https://app-us.ff.com/ff-v3/news/1611

I think I've covered the most non-news last week, and Jia simply sugarcoat all of them again.
At this stage, we all treat weekly report as stand-up comedy show.

① FF EAI Robotics set a new monthly sales and shipment record in August, reaching 552 units cumulatively

Always hit new record, actual number? 158 units, laughable.
Remember FF need to sell 100,000 units this year at least to break even
Even to meet 2,000 units target, this is far from enough.

② FF‘s in-house EAI Brain entered engineering testing and delivery

In the past few months FF showed nothing indigenous, only talk talk talk EAI EAI EAI, in the end everything is from Agibot. If Jia really have exciting inhouse software R&D to show, he would have demonstrated something long ago to pump up the price.

③ FF canceled all warrants related to its March 2025 financing, eliminating approximately 57.48% of potential dilution.

Cancelling worthless warrant and sugarcoat it as "dilution elmination", yet FF has ALREADY issued 60% more commonstock after Q2 since RS, which Jia would never mention.

④ FF AI-Robotics signed a consulting services agreement with AIBOT to further support FCC, ICTS, and NDAA compliance and accelerate the execution of its “Built in USA” program.

Already explained in the previous post, a shameless cash extraction, yet Jia spin it into to a cringy, even "thanks" AIBOT, oh yeah thanks Jerry, good boy.

What's improved?
he actually put a "Sponsored" disclaimer on top when mentioning Emerging Growth Research's new rating. But let's all enjoy the paid-comedy:

EGR maintained its “Buy–Emerging” rating and a 12-month price target of $30*. It also projects that FF’s revenue will grow more than tenfold year over year in 2026, and then more than quadruple again in 2027. EGR also estimates that the global EAI robotics market could reach $3 trillion by 2035. This would give FFAI tremendous room for growth.* 

reddit.com
u/Euphoric_Hunter4697 — 1 month ago

Jerry Wang and YT Jia is not even trying to be subtle anymore, low-life

https://app-us.ff.com/ff-v3/news/1609

When you think they can't put up a even more cringe PR in the same week.
Here it is.

long story short, Jerry is the CEO of AIBOT

AIBOT was setup in 2022 by Jerry Wang and RK Jia ( LeEco /FF insider ) mainly as a backup vehicle to capture the capital outside FFAI's burdened corporate structure (FF was already burried under hundreds of millions of debt, lawsuits, SEC scrutiny, etc. in 2022)

FF will pay $25,000/month to AIBOT as consultancy fee on advice of FCC policy

Even the most stupid people can see what they are doing

They are not happy enough with direct cash extraction - Salary, Bonus, free worldcup final trip @ company's expenses, etc. They want to squeeze last bit of FF's cash reserve.

Isn't it comical that FF's Jerry Wang need AIBOT's Jerry Wang's advice on FCC?

Now FF can legally wires $25,000/month of cash ( from converted note at the cost of sacrificing shareholders ) off its balance sheet to AIBOT under the guise of "consulting fees". While spins "U.S. Compliance Partnership" trying to bait bot trading.

Grifting at it's finest

Candidate for cringest sentence of the year
"FF thanks AIBOT for its support as the Company advances its EAI robotics business within the relatedcompliance framework."

I'm going to vomit

reddit.com
u/Euphoric_Hunter4697 — 1 month ago
▲ 16 r/FFIE

FF deathspiral cannot be stopped so Jia / Jerry aren't being subtle anymore

https://app-us.ff.com/ff-v3/news/1609

When you think they can't put up a even more cringe PR in the same week.
Here it is.

long story short, Jerry is the CEO of AIBOT

AIBOT was setup in 2022 by Jerry Wang and RK Jia ( LeEco /FF insider ) mainly as a backup vehicle to capture the capital outside FFAI's burdened corporate structure (FF was already burried under hundreds of millions of debt, lawsuits, SEC scrutiny, etc. in 2022)

FF will pay $25,000/month to AIBOT as consultancy fee on advice of FCC policy

Even the most stupid people can see what they are doing

They are not happy enough with direct cash extraction - Salary, Bonus, free worldcup final trip @ company's expenses, etc. They want to squeeze last bit of FF's cash reserve.

Isn't it comical that FF's Jerry Wang need AIBOT's Jerry Wang's advice on FCC?

Now FF can legally wires $25,000/month of cash ( from converted note at the cost of sacrificing shareholders ) off its balance sheet to AIBOT under the guise of "consulting fees". While spins "U.S. Compliance Partnership" trying to bait bot trading.

Grifting at it's finest

Candidate for cringest sentence of the year
"FF thanks AIBOT for its support as the Company advances its EAI robotics business within the relatedcompliance framework."

reddit.com
u/Euphoric_Hunter4697 — 1 month ago

What to know why "All-New Futurist" is naked?

The naked A3

I didn't pay too much attention when Jia revealed the "All-New Futurist", until I realize FF has no money left.

There is no reason to present a naked robot, looking unfinished, it's not about "looking-cool".
The black stuff in front is shock-absorbing foam, Unitree's robots uses similar design.

The only logical conclusion is: to custom made a torso front panel with FF logo, the investment of the tooling is significant.

For a proper mass production injection moulding tooling for a plastic of that size, you'll be looking at $100 - 200K in China, which is impossible for FF to pay upfront at current states.

Agibot X2, which FF did spend money ( or funded by Agibot initially as trial ) on re-tooling the front panel

Agibot A3's actual finished look:

https://preview.redd.it/erfv7bkym5nh1.png?width=521&format=png&auto=webp&s=7510d760919dacbeb8d18c655854edb4082a39a6

Note, the official Agibot A3 retail price in China is under 200,000 CNY, or $30,000。
So you would be looking at OEM wholesale price of about $15,000 - 25,000

reddit.com
u/Euphoric_Hunter4697 — 1 month ago
▲ 20 r/FFIE

$2 breached, Jia is running out of PR material, comedy continues

Today's non-news is just another comedy in play.

https://app-us.ff.com/ff-v3/news/1608

As usual, we have a pre-market surge up to +8%,
caused mainly by AI scraping bots and HFT bots based on that non-news while the liquidity is low, and surpressed instantly by conversion algorithm ( the signature Streeterville LLC red bar )

Jia boasts about "removing dilution", but we all know he always does the opposite behind the scene:

PR Reality
-57.48% Potential Warrants Cancelled +60% Actual Common Shares Printed (Post-Q2)
"Optimizing Capital Structure" $0.00 New Cash brought into company
$5.79M Liability Written Off Non-cash accounting adjustment due to share crash
"Capital Value Restoration" Stock fell more than 80% since RS, -99% YTD, -99.99999% since ATH

Just like he made a grand speech in Monday's video, glorifing a few robots sold to Chinese friends in the Middle East like a huge deal ( this demonstrated three values blah blah blah, remember, his FX Super One video last December illustrated more than TEN values).

Sugarcoat the PR release about canceling worthless, out-of-the-money warrants just to attract bots' movement to pump the price, then have instant slap in the face by his convertible debt owner friends, are pure comedy on daily basis

Remember kids, FF's market cap (~$8M) is now lower than its monthly cash burn! (~$9.4M)

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u/Euphoric_Hunter4697 — 1 month ago

$2 final countdown line breached

https://preview.redd.it/w4onk1y8u2nh1.png?width=647&format=png&auto=webp&s=80d226fd6beaab59177122467c1efdf8f57c2b94

As usual, pre-market surge up to +8% (caused mainly by AI trading bots and HTF bots based on that warrant news, plus maybe a few dumbass retails) and surpressed instantly by conversion algorithm ( the signature Streeterville red bar )

https://preview.redd.it/hti6fn65v2nh1.png?width=1308&format=png&auto=webp&s=d7a042f3c274a37bb265cf0ad5ef88809511e034

Want to hear a joke?
FF's market cap (~$8M) is now lower than its monthly cash burn (~$9.4M)

reddit.com
u/Euphoric_Hunter4697 — 1 month ago