Recent content by lango

Yes, the news that amazon added an option to use FCPGA in their cloud instances + general chip selloff. I don't see FCPGA being the default choice or being a threat to GPU cloud adaption. For software development debugging and flexibility is really important, once you got everything you working...

SolarCity's business model was the right for it's time but I think it will be changed and this is also something the market thinks too. It will be mostly customer ownership of the panels through loans or similar. And selling batteries and the solar roof. The changes SolarCity will go through has...

They could have sold quite a lot of PW1 in certain markets. But they probably quickly realized it was better to ramp it in GF and that was not ready and they also saw improvements so they postpone it all. It was the right decision but has hurt credibility for future predictions.

Yes the stock price has been a function of trust of management for a while. Elon has mostly guided correctly but with a slight delay but there are three major things that taint his track record: 1. Model X launch. The car was never ready but it was launched anyway, but even at the launch date...

I think it will require further capital to fund the optimal growth rate and S and X will not be enough for this. I am very positive to the merger but a combined company is very hard to calculate and predict the investments needed and the detailed business model too to some degree. How many...

This assumes SCTY will not change business model or how they operate. I think that might happen or is likely to happen.

The main point I want to make is that for the market there is not a whole lot of difference between 2000 or 2400 S and X per week if Tesla still spend it all and also need capital infusion and if S and X is the only substantial revenue they have. So there needs to be another source of revenue...

I think the market is fed up with the promises like that, and rightly so. Model X took way longer to ramp than stated as it was never ready, TE is not going in volumes either so I think everyone is just waiting on real numbers.

It will move it but the question is how much. Just 2400 a week will not mean a ATH from these levels, maybe it would have an impact to get it to $250 again. For TE I think it can take it to next level but only if the revenue is substantial, at-least over $1B on yearly basis. The problem now is...

Is there a reasonable high chance the number of shares Tesla will pay for each share of SolarCity can be updated or changed? Or is it stuck in this range because of the intent letter? Anyone knows how stuff like this normally plays out? The "arbitrage" is because of risk the deal does not go...

Yeah, you are right about DeepMind and that they have done some breakthroughs the last years. But if a breakthrough is needed, then the time-frame is really hard to predict. It might also not come from Tesla. Solving and use full autonomy for example as a airport shuttle service will be much...

It can happen sooner, I am no expert on this either although I know quite a bit about AI and computer science. Anyone investing in Tesla I don't think should give much weight to when it is going to happen based on Elon's statements. Normally you can sort of trust his predictions but have to add...

We are far away from it. Consider the improvement the last year and how far we still are from being able to not pay attention and just sleep in the backseat or watch a movie. I very much doubt that the HW sensors in the current cars are enough to reach that goal, too. My guess is atleast 10...

I think the only thing that is confirmed is that they won't be used for Model 3. It is still possible they could be used for Roadster and S and X. Eventually I suspect S and X also will use the new format that 3 will be using. TE feels the most likely to me. We know that TE requires a different...

I think the Samsung SDI deliver is just an indication that they need batteries and many of them. They have at-least three different applications now: current s+x form factor and chemistry (panasonic only for now), upcoming model 3 form factor and chemistry (confirmed to be panasonic only) and...