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Recent content by Doggydogworld

  1. Doggydogworld

    Waymo

    It gives a clue that the oncoming car is going straight and the white SUV is yielding. If the oncoming car turns the white SUV is also free to turn. You release the accelerator to position your foot over the brake. Waymo doesn't need to do that. It looks to me like braking and steering...
  2. Doggydogworld

    Waymo

    Collision avoidance video also sucks for me, I'd estimate 10 fps. Of course it might be Twitter than sucks instead of Waymo. Or maybe Twitter's algorithms intentionally make Waymo videos look like crap :) Crash numbers over 14.8m miles: Injury crashes - Waymo 12, humans 42 Police-reported...
  3. Doggydogworld

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, and non-recourse to Ford itself. To be fair, a bunch of the 127b current assets I mentioned are also in Ford Motor Credit. I'm not recommending F as an investment, just pointing out that TSLA's 50b current assets don't rule out a 50b market cap. Heck, AAPL briefly traded below cash just...
  4. Doggydogworld

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He said 10x P/E. He also expects earnings to fall 50% this year, to around $1.50. 10 * 1.50 = 15.00 Ford market cap is 47b with current assets of 121b. How dare Mr. Lekander question 1 billion bots a year on Mars.....
  5. Doggydogworld

    Waymo

    It carries it's own telephone pole around with it to do battle with those delinquent ones that hang out in alleys....
  6. Doggydogworld

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Even 30% efficient panels would only produce 10 kW of the 120 kW consumed at highway speeds. And that's 10 kW at high noon on a cool, cloudless day in the southernmost US states. Far less kW at most times in most areas and 0 kW at night. That mostly came from dumping AC induction in favor of...
  7. Doggydogworld

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It just means you hold until death. Or donate to charity when you're 90, like Warren Buffett. He literally went down to the bank and got his Berkshire Hathaway share certificate out of his safe deposit box, where it had sat untouched for 50+ years.
  8. Doggydogworld

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes. The 300 miler metro area truck is the sweet spot. It solves all kinds of problems diesel causes for cities without any real disadvantages. Long haul is the opposite.
  9. Doggydogworld

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla avoids all manner of problems by requiring a human driver. Driverless is a completely different ball game. No need to bet. Just go to the Waymo thread and follow the link to Waymo's recall and (incomplete) explanation. Along with our discussion. Waymo's back office infrastructure has...
  10. Doggydogworld

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    She says progress is exponential. That happens when you're a long way away. As you near autonomy progress becomes asymptotic. There's a famous chart of this, but I can't seem to find it. You know that's not true. Fleet Response gets cars unstuck in almost all cases. Only in rare cases do they...
  11. Doggydogworld

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There are other threads for solar. It's been flogged to death. Residential rooftop can be very lucrative for a homeowner with high local electric rates and sufficient subsidies. Especially the mother lode subsidy -- 1:1 net metering. But not everyone has high electric rates and 1:1 NEM doesn't...
  12. Doggydogworld

    FSD discussion

    Pretty sure it's still FSD-S. Employee in the driver's seat, paying attention. Eventual expansion to public beta testers. "Once Tesla receives MIIT approval, company employees will be allowed to test FSD on public roads, followed by an allowance for Chinese users, the report says."
  13. Doggydogworld

    Waymo

    I'm sure the HD mapping NNs they run offline are vastly more sophisticated than the in-car perception system. I know they've reduced the amount of human curation, but I doubt their system is good enough to take humans out of the loop altogether. I think @willow_hiller may be on the right track...
  14. Doggydogworld

    Waymo

    I think Fleet Response always handled such cases in the past. In fact, Waymo's Fleet Response blog article has this scenario -- FR directs a car to go off the mapped driveable space onto a private driveway to help unclog a road. PoleGate shows multiple errors. First, the map was wrong. The...