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Recent content by Eugene Ash

  1. Eugene Ash

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

    It got better at parking near sidewalk, especially when there is dedicated entrance. Does it impressively well at my drives to my local pool.
  2. Eugene Ash

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

    That computer would be capable of running an LLM doing useful stuff. I'm at awe how fast the paid version of ChatGPT is and that has some serious compute behind it. Having 2M paid-for nodes to run LLM for inquiries, chats, github copilot stuff would be a great usecase, and a profitable one too...
  3. Eugene Ash

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

    Have they brought up the elastic properties of inanimate felines yet?
  4. Eugene Ash

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

    Same, as I started with AP1. What helped me is a) adopting "is it driving safe" approach to intervention. Yes, I am that car that sometimes takes 15 seconds to take an unprotected left, but I am no longer bothered b) chill mode, as I don't want my passengers to vomit. Even that became a little...
  5. Eugene Ash

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

    I stepped out for a year, and am dumbfounded with the number of care bears now cozily living in this thread. In my book, ones who have not personally tried FSD, are not real investors and their argument is not based on first principles / first hand experience.
  6. Eugene Ash

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

    PE for TSLA is 35, and ~37 for MSFT, and 25 for S&P 500 basket. By these measures TSLA is a screaming buy, as it is definitely not 60x.
  7. Eugene Ash

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

    Anecdotal, but 12.3.x had a change that has me puzzled on the end of the auto-pilot navigation, on how to turn it off. Now in 100% of the cases the action prompts the "Autopilot disengaged - what happened" prompt as if there is a problem. There is no problem, I just want to back it up into my...
  8. Eugene Ash

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

    Does a decision to initially not have steering wheel have to motivate the AI staff? If one thing I learnt, Tesla is great at adapting fast. They don't have to burn the boats.
  9. Eugene Ash

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

    Yes, there are other players in stationary storage, however, one has to be aware of the "transparency" of the markets where CN companies thrive. In a lot of countries kick-backs, even in commercial entities are the way of operation. Even non-government entities are susceptible to bribery of...
  10. Eugene Ash

    Available Evaporator cleaner tool

    This marketplace listing has been re-listed.
  11. Eugene Ash

    Do Not Buy “HEPA” Cabin Air Filters for Model 3

    I highly recommend getting this add-on part as, described in the video. Having had a thorough clean with Kool-it, and this new clip, has solved wet filters and we're on unprecedented 4th month of stink-free cabin in PNW climate. Engineering explanation below:
  12. Eugene Ash

    Available Evaporator cleaner tool

    This marketplace listing has expired and has been removed.
  13. Eugene Ash

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

    Indeed the drop in price was significant, thus I bought some DITMs for these with couch money. NFA
  14. Eugene Ash

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

    CT at is also a showcase and a blueprint pull for a new 48v-centric supply chain. This supply chain build-out can't be done with a cheap vehicle, and there is enough margin in CT and guaranteed volume for suppliers to invest and get on-board. By gen3 time, we'll have 2nd or 3rd revision of 48v...
  15. Eugene Ash

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

    1) Differences in business model and importance of image. What works in CN, might not work in the rest of the world. I wonder if the Nio houses are profitable anywhere beyond CN. As an investor I love how lean TSLA is on the store side and delivery, service. 1a. I wonder how are the battery...