Recent content by humbaba

You may not believe it, but what I said comes from the standard. I registered, got the actual standard -- not the infographics that get passed around -- and read it. The only "gotcha" was the one I mentioned -- assigning responsibility. If your only contention was that NoA isn't good enough for...

The interesting thing about AutoPilot is how things just vary so much. What you describe I experienced with the prior version (2020.40.3). It absolutely took corners differently and was more assertive -- and if it got the line wrong at first it corrected it quickly. The drive I took sounds...

Did you realize that the only thing keeping Tesla's autopilot from being designated L4 is the assignment of responsibility? Navigate on Autopilot meets the requirement (and then some) except for that detail. Geo-fencing isn't the only boundary, being restricted to Interstates is valid in the...

I don't think its a "rush to keep up with Elon" -- FSD has been "around the corner" going by Elon for quite a while. Forget about Tesla for a minute and consider the Waymo/Cruise approach. They rely on hi-res mapping and LIDAR with a tendency to rely on proven routes. By using the crutch of...

I'm curious how you square "Tesla is demand constrained" with their projected battery deficit requiring significant investment in battery production in order to meet their battery needs.

What we need is a sound engineer so that the cadence properly scales with velocity and to tune the reverb from the coconuts to sublime delicacy. With further integration into the driving system it would seamlessly switch to a whinny and "woah, nelly" where the "woah" is drawn out appropriately...

So @Driver Dave s post about diversification got me to look at a clickbait Market Watch article that is pimping convertible notes as better diversification. So I slogged through it and then I got the surprise toward the end: Well... alrighty then! That isn't the context I'm used to seeing...

I don't have any trouble with people telling me to diversify because I don't tell people what I invest in (or even that I invest at all, I'm a johnny-come-lately so people don't know to ask), but if they did I think describing it as the TSLA fund works well. On top of that, Musk recently said...

Something that has been bothering me about the options chain this week are the $800 puts. I thought puts were traded below the current stock price with the buyer believing that the stock price would drop below the strike. The $800 puts show an ask of $360 which is just about the difference...

I find articles like this one to be troubling. They exaggerate what Musk actually said and set false expectations. Not helpful. Tesla's date-specific releases are spelling trouble for competing car companies Great, except that that is not what Musk said. The closest I could find is the...

While I certainly thank Elon for running the company so well that it justifies ever higher valuations, my buying opportunities were funded by Tesla's enemies so I thank them as well. :cool: Here's a shout-out to all my friends in $TSLAQ, :rolleyes: I love you all, thank you for my <$200...

That chart looks interesting to me. Sometimes there's a clear center, but not here and the $380 is being skewed by the spike of puts at $200. What seems more likely is a sell wall to protect $450 from the calls there going into the money, but there are a number of puts higher than that. Maybe I...

The anti-Tesla articles seem like such weak tea anymore. This one at Market Watch: it got me to click. The "real cost" of doing a stock split is that -- sure, its been well demonstrated that the market cap increases -- but the cost of doing that is that you lose the "high quality" investors...

Kid on a cellphone hit my Tesla so I'm now driving a Camry. Please do not try to suggest that Camry is in any way comparable -- fit & finish or otherwise -- to a Tesla. I got my Model 3 in December 2018 and I'm reasonably certain it has hyuuuge panel gaps. The funny thing is no one, and I mean...

Hey, don't you buy a share whenever someone says there is a demand problem? I see that you just said that "demand has plateaued" and one might that there would be a demand problem with news about "AP was on" or a lawsuit. With these new posts positing fit & finish issues on Fremont-made Model...