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Recent content by Bouboule

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

    PREDICTION: FSD will demonstrate Level 4 capabilities on current models, but will not officially be level 4 because of the lack of redundancy of sensors (cameras). Gen 3 will be announced with redundant hardware. P.S: Steer by wire on Cybertruck is a great example of redundancy that is needed...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's not the first time I see posts on Electrek that are very close to posts in the forum. And unless I missed something, Thailand is not a huge subject at the moment. So I believe your post is the source of this article and you should get some recognition. So I want to say, congrats! your post...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I am one of those who find it very likely to happen in the short term (by short term, I mean within a year). The main reason is that it's all about risk management. If you want to remain competitive in a fast-changing environment, you have to take some risks; waiting for products to hit the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Ya, the only car compagnies that are 3-5 years away are the ones that will adopt FSD ;) . Smaller OEMs that have no chances of developing autonomous driving might actually move faster to partner with Tesla and give themselves a lead down the road. It's a huge risk for OEMs if they really do...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Quick newbie question, I don't understand the Tesla graph below. From wikipedia, the top computer in the world is 1.6 ExaFlops. In 2024, Is Tesla aiming to be 100x more powerful with 100 Exa-Flops? And if you have 1/3rd of GPus in early2024, are you at 33Exaflops? It doesn't match the top 5 in...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yap! it feels like they are playing Ouija.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    https://www.linkedin.com/pulse/how-much-lithium-li-ion-vehicle-battery-paul-martin/ I wanted to get a rough idea on how much lithium is actually used for patients and for cars: In the link above it says: So…How Much Lithium is in a Lithium Ion EV Battery? The best estimate is around 160 g of...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    you had a bet with somoeone that if the car made it there on it’s own they would pay for groceries. It means that FSD can already generate you money. 🤞
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Here is my oversimplified view of Tesla and the margins in the EV industry. My understanding from the media of what people think is the current and future situation: The media often assumes that the EV industry is profitable. Tesla's margins will decrease over time due to increased...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    At least, everyone agrees that it's unbelievable.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes and… To this date, Tesla had to convince institutions and wallstreet to invest into Tsla. Now the focus is switching. Tesla needs to convince Institutions and wallstreet to invest in Infrastructure, supply chain and electrification of large companies This investor day was probably meant...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As a forum reader: I'm really tired of hearing people complain about FSD not being Full self driving, Elon lying, wanting refunds, transfer etc. As an investor: thank you for the 15k$, complain all you want.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I feel the line between Reality, Sci-Fi and Madness will be blurred. Even for us used to his long term vision. Looking forward to it.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    OEMS will probably lobby like crazy to move up the msrp of eligible cars for incentives so that tesla can increase back their prices and relieve some price pressure on OEMs.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That’s the beauty of being a Tesla investor and an owner. you can enjoy the current car you own without worrying about future HW upgrages. If they are needed to get true FSD you will have more than enough money to buy it, and if it doesn’t work well it wouldn’t make a difference for you. I...