Recent content by LiveLong&Profit

Acc. to Joe T's best guestimate/speculation, DIE is an acronym meaning 'Dynamic Ion Exchange' Timestamp 09:00

ChatGPT is getting a lot of use and attention. For many it is an iPhone moment wrt what AI can do. I wonder how it will affect the way people think about what tasks are possible for an AI to do. The next step is generalizing from the text and picture domain to other tasks: So, if an AI can...

Very likely. Lot of buzz re. Tesla selling inventory vehicles across many countries/locations with great success. My WAG is delivery of 470K+ cars. Hopefully this will be a 1-2 punch: First, the better than expected amount of delivery. Then af lot of FUD re. Tesla 'giving' cars away for...

Fair point. Implicit in my WAG is the assumption that EM prefers to max out existing locations. My WAG is that the Austin alone can eventually do ~6M and Berlin and Shanghai ~4M each when fully ramped. These number may seem wild, but I assume that the 3D 'packing' of the GFs and the speed...

My WAG is 8.5M vehicles at $20K gross in 2027 => 170 B (cont. production optimization and improvement, cont. extreme demand and pricing power, cont. ramp of current GFs plus one extra) Assume 50 B for fixed costs and taxes - still 120 B left. Given such extreme growth a 100 forward multiple...

I think robotaxi adoption will vary widely based on mostly age. So yes, most people above 50 will take a 'wait-and-see' approach. My hunch is that the 20-50 group will be hard to predict - some will be early adopters, but most won't. All the TMC anecdotes of Tesla-loving kids going back many...

EM and Tesla should just go all-in and do the power move: A 1:100 split. Then, in 3-5 years, given massive growth, and investors waking up to Teslas dominance, that clown might be right.

On the flip side: Should bots become hugely succesful and the cost of effective and cheap labour therefore be lowered by a lot quickly, then logically, shortly after most of everything that exists should probably also be valued way less, given that the labour component is the key ingredient in...

Disagree. Elon is the CEO of Tesla. He has very recently and very clearly stated that the bot is the most important product. It makes a lot of sense to discuss the bot in this main thread.

The Bot App Store. Yes. Logical. Bound to happen. (Perhaps "Skill Store" is a better name) One difference comes to mind. Given how neural nets works there is also a value in elaborating on a 'loaded' practice. So, in most cases, the user might have to accept a limited 'upload' feature to ensure...

I get your point, but personally I like many of Dave's Tesla videos. Even the speculative ones. In fact many of the recent ones I find highly interesting. But ... to each his own. Also the spoken word can sometimes convey a message better than text - it varies. I find your sweeping criticism...

I'll give it a go: TESLA => tiger => STRONG! S and E and X and Y (Red lines: upper left, upper right, lower right, lower left) [Artful Dodger beat me to it. Well - it only strengthens my belief :)] Interpretation: Tesla: Strong and Sexy. Tesla: Fast like a Tiger! New Year is Tesla Year...

Quote: "When those with TA know how can predict price action with almost 100% success rate" Hm. I have never understood TA. But if the big players are truly somewhat coordination or colliding in their actions, there are definite patterns. If these patterns can be analyzed, then sure - TA might...

Very good point: That QA/warranty scenario will actually be very valuable! I was beginning to doubt that it was worth the trouble and hassle to bootstrap robots in a real-life production line, given that the first handful of iterations are bound to be somewhat lacking in both dexterity and...

Or bring earth with us, in 'carry on' fashion: IMDB