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Sure, but that wouldn't support steam either- the lower-spec MCU3 in 3/Y/CT never did- only the higher end one exclusive to S/X and now going away did so. On top of which unfortunately an MCU3 swap in older cars is much more complex than MCU2 into MCU1 cars so it's not likely to ever be offered...

To be clear- the dGPU in the S/X is still more powerful than the majority of the top 10 GPUs in steams HW survey of its users... ... the #2 and #4 most used cards in the survey are from early 2019 for example- the #6 and #10 most commonly used cards are from 2016. Given it's driving a ~1080p/60...

Hadn't seen this posted yet- S/X dropping support for Steam in new deliveries (likely downgrade of the MCU to match the cheaper part used in 3/Y that never had steam support) https://electrek.co/2024/05/17/tesla-drops-steam-gaming-support-inside-vehicles/ A little surprising ahead of the RT...

...that was my original point? He was trying to claim there was some huge cost advantage for OEMs to not involve a third party in their self driving and just use Tesla... when I pointed out Tesla was as much a third party as Nvidia his defense was to say Tesla makes their own computer while...

Sure- for folks who already own such a vehicle it'd probably ding air (and rental car) revenue a bit.... Right now if I'm going anywhere much more than 400-500 miles I just fly and (if needed- but sometimes it's not) rent a car on arrival. Actual L5 self driving could replace that for sure. I...

I notice you still haven't provided any sources for any of the #s you keep making up and instead keep moving the topic away from whatever was last debunked. As I suggested, if you find being called out on making claims you can't actually support, and throwing out numbers that are clearly...

If quoting your post back to you and pointing out none of the claims are in line with facts is annoying, maybe post less wrong things? :) When you said one of the reasons low sub rate was that nobody wants to use beta SW, despite it not being beta anymore, that was a waste of everyone's time...

Just curious what % would it be with the 2018 package and if he hadn't sold to raise funds for...buying another company we'll not name.

Yeah you're making less sense with each post my dude (and drifting further and further away from support your original claims about Tesla selling server capacity to xAI- now you're on OEM licensing which would make it take LONGER before Tesla had spare compute, not shorter) You seem to now be...

You appear to have ignored most of the actual words I wrote. The vehicle has been in development by tesla since 2019, and 6 months after its consumer release, here in mid-2024, it still doesn't have working basic autopilot. Thus your claim FSD would come easily or quickly on non-tesla...

IIRC another user already partly debunked this with the rare incidents cost more thing-- but there's a slew of other reasons it's neither a given, nor something that'd happen fast-- insurance companies don't change their entire underwriting scheme based on "Elon said so" they will want years of...

Possibly you hadn't heard, they removed the beta label prior to the trial rolling out Why? The average person doesn't drive remotely enough miles 98% of days to sleep while the car is driving. Most trips are short. I think for many being able to (legally) read a book or email while in the...

I mean, some people still write checks and use VCRs too... this is part of why I'm so dubious about RT magically adding 0s to TSLA market cap in short order...(even once generalized RTs actually exist, which they don't yet)--- Replace human-driver rideshares and taxis? Sure that'll happen...

Can you define what you mean by "solved"? They'll always need more training for FSD as new situations and cases come up-- or as new vehicles need training as HW evolves or it gets licensed to other OEMs. They'll always need more optimus training to add more tasks to things it can do, or...

That was based on having a unique datacenter product (Dojo) and it remains unclear that's Actually Going To Be A Thing Anybody Wants. Not based on just reselling GPU cycles on Nvidia commodity hW. There's already a ton of folks in that second business with much better economies of scale than...

I think using Teslas cashflow to build datacenters Tesla doesn't need beyond actual Tesla AI projects in order to rent them to another, privately owned, company of his which doesn't have the $ to build them would be... not especially legal.

He can't actually "take" anything though because it's not owned by Elon, it's owned by Tesla. Now if he left and whatever CEO replaced him wanted to abandon all the existing AI related work, sure there'd now be useless datacenters--- otherwise not so much. Do you think anyone who would replace...

The S3XY button guys have a kit they're supposedly going to release, haven't seen a super recent update though

Are you under the impression reincorporating in Texas would allow them to ignore the Delaware verdict? Because that is not the case. TBC- the court did the opposite of that. They ruled the shareholders rights were violated because the vote they participated in was not fully informed (and...

.... what? Tesla has no external facing data center service, and it multiple steps from even being capable of offering one. Meanwhile XAI is actually buying server space from one of the many companies actually offering it...

FWIW from all I've read from him this seems accurate.... and I think he's making an insane decision voting no here.... OTOH I found it hilarious that James Stephenson's reply to Leos post was basically WELL IF YOU ARE SO SMART WHY DON'T YOU GO TRY STARTING A COMPANY.... clearly having no idea...

Folks in the other thread suggesting this is a translation error.... what happened was more like someone asked some exec and they gave a boilerplate 'We would consider the opportunity if it came up" kind of answer like you do when someone asks you about partnering with almost anyone, which...

FWIW these calmed back down and I closed em for ~75% profit

BTW some fun inside baseball on the compensation vote-- -per Teslas proxy it must pass in a way that meets 3 different standards--- for 2 of them abstains do not count as a no... for the third they DO. Elon and Kimbals shares are voting abstain on this. Might be relevant. From the proxy- a...

But that's not useful for giving us an idea how far from unsupervised we are. interventions every 1 miles becoming every 5 or 10 miles is absolutely a significant improvement. But it's a really really long way from RTs. Going from interventions every 10k miles to every 50k is a much larger...

TBF since he provides no actual take rate #, nor any actual base the 10x is from, neither is really useful info (and a full on bear could easily read the LACK of detail as meaning the #s still suck, they're just higher than they were)

FWIW the green % on my -190cs for Friday actually went DOWN as the stock dropped from 175 to 173.... IV spike?

No baseline was provided- so saying "5-10x improvement" without saying from what number doesn't really tell you much. Nor is this especially new- Tesla has shared such things like "69% improvement in FSD doing X" without telling you the base # in the FSD release notes for years now.

How is showing you none of the data, going back 1 year, 3 years, 5 years, or even almost 15 years to IPO, supports your claims "minutiae"? I really won't since the SI line, as I just showed you with data back to 2010, is mostly flat since 2021 compared to historic rates. But I've now provided...

Those are contradictory things though. Piling on as it goes lower means total SI will be HIGHER when the price is LOWER. That's what piling on IS. Again, the amount of shorting has been quite steady for a while now.... Below is a chart of short interest over the last 5 years. It drops...

Why do you think that matters? % of float is what impacts how hard/expensive it is to borrow to short, and how hard it is for a short to cover if the stock reverses against him, If it's $10 a share or $100 a share doesn't change that. Yes- but again 'record' in quotes because you're talking...

IIRC there was also an issue with S&P 500 not allowing dual stock class companies-- but looks like they reversed that last year- https://www.barrons.com/articles/blackstone-airbnb-dell-boost-s-p-500-move-64b45b0d TBC the only thing that tells us is Tesla paid out the minimum severance...

Not just higher... nearly 10 times higher. Point is saying SI is "high" today is deeply misleading... it's quite low by historical standards... It's higher than say a year ago-but not MUCH. It went from about 3.4% a year ago to about 3.8% now. Total # of shares shorted has been less than -1-...

Some speculated Tom Zhu returning to China was specifically to oversee the Y refresh. Ideally when it comes to the US (likely next year) they don't fumble it as badly as the US did HIghland. For clarity- isn't % of float a much more useful measure than "# of shares"? And wasn't the short %...

But they- the new shareholder- has no obligation at all based on how someone ELSE voted on something in the past. Doubly so when a court voided that thing. But let's look at it a different way-- if you had voted AGAINST in 2018-- are you free to do so again today? Why are you, who voted...

Yup-- I've spoken to a few friends who bought post-2018 and that was their exact reason for voting no.... I tried to present the "we need to insure Tesla honors its contract with Elon for previous work" and their explanation was they (as shareholders) never voted for any such deal in the first...

Can you explain how companies in China have actively deployed L2 city streets, works anywhere in the country, systems that you keep insisting is IMPOSSIBLE for anyone but Tesla to deploy?

This is factually untrue- multiple chinese car makers are running such systems on customer cars today For example: https://electrek.co/2024/02/29/xpeng-tesla-fsd-xngp-self-driving-adas-now-available-throughout-china/ You've been corrected on this before- why do you keep posting misinformation...

Like in the "Elon talking about how fire each tiny FSD update will be" sense, or in the "actual significant improvements where it stops making up things that never happened and sources that don't exist" sense?

@Drax7 did you miss the mods admonishment against spamming a users posts with the Disagree button in lieu of substantive explanation of your disagreement? Except Tesla says it with the condition that a human must always be paying attention to the road. According to some folks in here if the...

It literally and legally is though. Specifically L3- conditional self driving. Exactly the words Mercedes writes in describing the feature. Condition. Under specific conditions. And exactly what SAE defines as L3. Except Teslas system is not self driving on any of those roads- because it...

That his videos misrepresent the facts and can't be trusted? Sure, but we've known that for years- hardly the first time he was dishonest in a video about self driving--- and why repost such trash here? How? NOTHING in Omars video is about what mercedes said about anything except the parts...

So the fact people refuse to read the rules means someone following the rules is using a "loophole"? That's.... not at all what loophole means. 100% of which is factually true. They even call out it's only under specific conditions Lemme guess- nobody reads that either (even though it's...

You don't seem to understand what the word loophole means my dude. https://www.merriam-webster.com/dictionary/loophole What intent or obligation of J3016 (the statute in this case though it's not a law) specifically is Mercedes evading? Nor, as we've long established, do you understand what...

Because they're using a highway only system on local roads. It's ODD does not include, and it's not meant to handle intersections, oncoming traffic, and numerous other things they count as "interventions" As already pointed out like 3 times now. Is some part of this hard to understand...

It CAN. It's not supposed to. And explicitly says that in the manual. This was in fact why Tesla has been found to have no liability the times someone died using it that way. Further- it still won't stop for red lights, or handle turns.... Things Omar dishonestly counted as "interventions"...

...what? You can be assured CR tested the system where it's supposed to be used. Omar did not, becuase he wanted to make it look bad. In fact the other dude in the car even called that out early in the video and Omar mostly ignored it. At 4:12 he says "it's not intended to be used on city...

To be fair the test is running on roads the Mercedes system is explicitly not supposed to be used on. It'd be the same as if someone tested basic autopilot then complained they had to intervene at every intersection that wasn't a green light. The fact Omar is involved can give you some idea...

They don't. Waymo remote is things like telling the car "the place you're stuck is a dead end, take this other route instead"-- they don't real-time "drive" the car that way. Omar says lots of things that turn out to be fictional or entirely speculative though.

Multiple posters, including myself, have posted reports/first/second hand accounts from employees saying otherwise. Both among those fired because of something a manager 2 levels above them did wrong and are now debating if they're willing to accept a rehire offer or not after being treated...