Recent content by durkie

"Postponed" by a company that skews, shall we say, "aspirational" with its timelines. Not a complaint on my part -- I'm fine to wait until something is ready -- but in other news, I'm also postponing my plan to produce a profitable $25,000 EV.

This is what I've been thinking about lately as well. Disengagements are useful data points, but it seems like lots of just normal mundane human driving is way more valuable. And also that you wouldn't want FSD to learn from its own bad habits. That's what's been confusing about the "1 billion...

Is this really how it works? Does FSD train on its own output? That seems...not great? It seems like it would be way better to train it on human driving.

I don't understand: the original post was them talking about how they got it wrong. That even with their conservative-seeming projections, they still ended up being overoptimistic. This did not read to me like someone demonstrating how right they've been, falling back on "i've always been...

☝️This is what turns this place in to an echo chamber.

I don't understand -- is this supposed to be some kind of dunk on @Zaddy Daddy 's post? Are the assumptions bad? Why? None of us knows what's going to happen. We all have mental models and we're all making guesses about what we think is likely and possible. The original post even said "let's...

Haha so much for "open-minded perspective", huh? This comes across as incredibly patronizing. "Have you considered that maybe you're an irrational virtue-signaller that's poisoned against Tesla and you believe whatever is fed to you? Just a thought."

Yeah, I guess I'm surprised to hear that. I charge mostly with the J1772 adapter and bought the Tesla CCS combo adapter as soon as it came out. To me it's just "sweet! more places I can charge."

why wouldn't an adapter change that? if it worked the same either way, i don't get why someone would care.

Wow 50%! That's nuts. Seems like a great purchase if you expect TSLA to be sideways/down for a while. YTSL at least holds some TSLA so you get some upside, but accordingly less dividend too.

Ok, not exactly the usual topic of discussion around here, but does anyone here have feelings on YTSL ( Tesla (TSLA) Yield Shares Purpose ETF | YTSL )? It tracks TSLA mostly, but generates income from "a covered call strategy and moderate leverage". It's honestly pretty attractive to me as I...

Good grief indeed. Trudell is quoting Matt Levine's Money Stuff newsletter here. That's it. It's a good newsletter that highlights unusual financial stuff every day. It's not "slagging Elon" and the "free speech" comment is just confusing.

That's true -- you didn't, but it's something I've seen thrown around here recently. I think my point about shifting standards still is relevant though: regardless of macro issues (not like we don't have our own these days), the "minimum viable product" for an EV is leagues more refined now...

No, I'm not saying it's easier. But the market cap comparisons specifically are going to be misleading: gaining some small traction as an EV startup these days gets you a way higher valuation than it would have in 2013. So a $1B EV company today is likely nowhere near as far along as a $1B EV...