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M
I get that very very simplistic view of how transportation works except it doesn't. The # of cars moving around in the day is a...
Apr 16, 2024
M
I’m not sure why you think FSD isnt priced in. Tesla current financial fundamentals in no way support the current market cap of half a...
Apr 15, 2024
M
Training creates the model parameters, which are then used for inference to predict the best behavior. The amount compute required for...
Apr 12, 2024
M
Although fast compared to training, inference is still compute and memory intensive compared to algorithms (ie hand coding). The code...
Apr 12, 2024
M
What I meant is that datacenters can increase model sizes orders of magnitude larger by simply adding more computers. For edge computing...
Apr 12, 2024
M
I just tried FSD 12 and was very impressed. Only 2 interventions needed over 30 miles and much more natural behavior, which is orders...
Apr 12, 2024
M
Bingo. “Swing for the fences” and “bet the company” is not required. Tesla can walk and chew gum at the same time. Unless it gets tossed...
Apr 8, 2024
M
The truth lies somewhere between Reuters and Musk. I seriously doubt Reuters made this story up completely out of thin air and I do not...
Apr 6, 2024
M
My other investments are likely to grow too, and empirically I made the right decision. My former TSLA investment has grown enough in...
Apr 5, 2024
M
There's certainly an echo chamber effect. Many with unpopular views end up leaving. It's too bad, because investments are as much about...
Apr 5, 2024
M
It’s such a weird position to be in because I, too, often defend the company because there are so many outright falsehoods about Musk...
Apr 2, 2024