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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
But he didn't see it last month or year? So you're saying this is a recent AI breakthrough? Maybe. Also bullish.
Artful Dodger
"Neko no me"
Highland Models 3 spotted from the air at Fremont yesterday: (production has started)
Tesla Fremont 01/17/2024 | "Where are the new Model 3s?" | Met God in Wilderness
New 4680 facility still in 'wait mode' with only a few dozen cars in employee parking at 10 am
Tesla Fremont 01/17/2024 | Check on new 4680 facility | (time index 11:28)
Tesla Fremont 01/17/2024 | "Where are the new Model 3s?" | Met God in Wilderness
New 4680 facility still in 'wait mode' with only a few dozen cars in employee parking at 10 am
Tesla Fremont 01/17/2024 | Check on new 4680 facility | (time index 11:28)
Drumheller
Active Member
Not referring to only Tesla. The amountnof resources being focused on A.I. development now across the world is staggering. It's a gold rush.
cliff harris
Member
I think the consensus was, from things elon has said, and changes made to FSD, that there is some 'tipping point' in terms of training data size that has a disproportionate impact on the effectiveness of AI.
I think that was also clear with chatgpt. It wasnt 'a bit' better than previous LLM, but MASSIVELY better. There seems to be a disproportionately large impact on outcomes from scaling training data past a given point. Tesla only recently hit that point with FSD 12.
If thats true is amazing news. Absolutely nobody else has the level of real world driving data than Tesla has. Nobody even has a twentieth of their data. Maybe not even 1%. If that data size achieves FSD, then nobody else can ever catch up.
The purpose of Tesla earnings calls is to clarify that:
1. Prototypes are easy; manufacturing is hard.
2. When FSD goes live, it will be the biggest step change in valuation in history.
Set your expectations at (1) and (2) and it is impossible to be disappointed.
Elon is pushing for 25% to make the point for that he is the only few who takes AI danger seriously. Also some breakthroughs with hardware/software that shortened the time frame from "we should be fine for a few more years" to "I need to step in before it's too late". Yes, buying the bird is also for this purpose, as AI algorithm today already put people into extreme echo chambers. He is trying to force people to see opposing views before all everyone see are confirmation bias.
And to clarify when asked for the 100th time if Tesla will be cutting anymore prices
"Tesla's desirability is infinite, people just can't afford it".
So I guess $300 by market close tomorrow isn't happening. Darn. Seemed like a sure thing 18 months ago. At least I just have a couple options expiring tomorrow. The divergence between my TSLA and NVDA holdings so far this year is pretty dramatic.
FEERSUMENDJIN
Member
Herz needs to get their Uber driver training ups to spec. Poor charging practice now on top of excessive collision damage that they previously reported.
I do. Tesla's battery competition has been making very solid gains in cost and energy density.
Tesla has tried to drive down battery cost by improving the manufacturing process. Of course, Tesla has worked on other battery research, but superior manufacturing was meant to be the means to leapfrog the competition.
It could still happen. If Tesla's unique approach finally pans out, they could start cranking out cells faster and cheaper than anyone else. But so far, Tesla is still behind.
The nice thing is that even though Tesla is a bit behind, the IRA credits and the fact that they cut out the middleman works in Tesla's favor.
Buckminster
Well-Known Member
Poll closes soon if you want to change? Expectation is for a 4 seater with all seats facing forward.
Artful Dodger
"Neko no me"
Uncle Leo gone full Greg Weser now... 
FEERSUMENDJIN
Member
I don't think FSD is what is bothering him. I think it is the integration of Optimus FSD with next gen Grok to produce a close to sentient humanoid (or car)? that is the issue. What are the terms and Conditions of bringing in the IP from X.ai ?
Artful Dodger
"Neko no me"
Uh, TSLA did hit $300 within the past 18 months... were you greedy and didn't cash in your lotto ticket?
Waiting4M3
Active Member
The new place isn't for 4680, Tesla is building a PCBA lab there. Permit was filed on 12/22
insaneoctane
Well-Known Member
That number ought to be quasi-static since those credits don't count, are temporary and must have dried up by now....
A little OT: As I'm just finishing the last 4 episodes of "Person of Interest" (for the 5th time) I'm still blown away at how prescient that series was. Many if not most of the things shown in that series are coming true now, 10 years later. The one thing they didn't get correct was that there would only be 2 competing AI's, Samaritan and The Machine, whereas we're now seeing a plethora of AGI's coming, many from the US, but also under development worldwide (which we in the States don't hear much about). So will Elon with more voting control be Harold, John, or Root with X.ai?
To quote the great Bob Dylan, the times they are a'changing... and fast!
To quote the great Bob Dylan, the times they are a'changing... and fast!
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