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  1. Z

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

    Since TSLA fell from ATH, I am on wife #3 as well.
  2. Z

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

    I approve of this idea. But only if you remove all the other suggested members and it’s only me.
  3. Z

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

    You can’t look at the FSD price cut in a “for profit” vacuum. As discussed in this thread by some genius, Tesla’s data needs are growing rapidly as the FSD gets better and as compute Increases. The price cut may be one way they are using to increase FSD usage and therefore usable data.
  4. Z

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

    If anyone is wondering where Musk got his reorganization ideas from, rememeber he just met with the Argentinian president last week.
  5. Z

    Autonomous Car Progress

    Right, and I'm saying "different models to create more reliable perception" is generally wrong. There are many computer vision tasks out there, and the state of the art solutions are "end to end" deep learning models, not some DL models combined with some other computer vision algorithms. Those...
  6. Z

    Autonomous Car Progress

    There's two separate things - the amount / variety of sensors input and the modeling approach. I don't like the term "redundant", that makes it sound like it's a backup / safety critical system when all it really means is there is some orthoganality to the data streams so a sensor fusion...
  7. Z

    Autonomous Car Progress

    Yeah watched a bunch of the video. No real substance, just hand waving about redundant systems and that "multiple models" gives better accuracy than one. Yeah get back to me when he addresses why all the best language translation, voice to text, image generation, NLP, and even time series...
  8. Z

    Autonomous Car Progress

    Now that is a really stupid take. Ask anyone in any field in which deep learning has been applied to a raw data stream. The accuracy of the deep learning models are superior given enough data and compute. Restricting models to including only a portion to DL methods are only superior when you...
  9. Z

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

    If Ford announced total stoppage of EV plans, the stock would probably go to $20 If Tesla announced total stoppage of EV plans, the stock would also go to $20.
  10. Z

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

    Rumor has it Elon personally injects little political tweets into the each Gigacasting so every vehicle is politically tainted forever.
  11. Z

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

    I could sense he was joking, the rest of you have Aspergers.
  12. Z

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

    Years ago I went to pyschologist who is well-known for dealing with austism. I had a few sessions with her. At the end, I asked: "So Dr, do I have Aspergers?" Her: "No, you're just an engineer"
  13. Z

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

    I’m just saying, the last time the Chiefs beat the 49ers in the Superbowl, the stock went up 10x in a year.
  14. Z

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

    Mods don't want you to know how to reduce the # of pages you need to read with this one simple trick.
  15. Z

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

    Oddly similar to what my wife said to me when she found a new boyfriend. I don't get it.
  16. Z

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

    Analysts: "There's no way for Tesla to grow earnings in 2024". Delaware Courts: 😘
  17. Z

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

    "very far along on next gen vehicle"
  18. Z

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

    Not impressed unless you've lead a revolution in Burkina Faso.
  19. Z

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

    The bottom is near when @Quesder posts here again. Still waiting…
  20. Z

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

    Tesla could absolutely see an excess of 5 Billion in profits from the Bot per year. You are right that as competition comes, there will be price and margin compression. This is simply 1 example of many, many tasks that could be automated. But each year that goes by, the capabilities of the Bot...
  21. Z

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

    The Bot Will Drive Future Valuation of Tesla I've been pondering over this for a few months. We all likely came to Tesla years ago to route for the acceleration of a path to a sustainble energy future via electrified vehicles and energy products. That path is well on it's way now. We then...
  22. Z

    Wiki Selling TSLA Options - Be the House

    I keep buying LEAPs as the stock goes down ( more today at $212). Am I a good boy?
  23. Z

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

    Rumor has it if you share this image with the Houthis, they will run away screaming and the Red Sea crisis will be solved.
  24. Z

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

    I think Tesla’s next gen vehicle has been revealed:
  25. Z

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

    Prediction: In 2024 Elon Musk finally overthrows the Bolivian government for access to their lithium supply. But also so can claim ownership of the name Lake Titicaca.
  26. Z

    Wiki Selling TSLA Options - Be the House

    Woah, you'll have to at least take me out on fancy date and feed me beer first.
  27. Z

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

    If only we had jbcarioca back. Way more informative and experienced than unk45.
  28. Z

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

    You’re first problem is living in upstate NY. In a city whose college team nickname is named after a former president, the Orangmen.
  29. Z

    Wiki Selling TSLA Options - Be the House

    What your wife sees when she gets home:
  30. Z

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

    They don't just dump the cars in the ocean, they drive the entire loaded trailer straight in. This is what is causing global ocean levels to rise.
  31. Z

    ALL CyberTruck discussion

    If she tells you to sell the truck, you're selling the truck.
  32. Z

    FSD v12.x (end to end AI)

    In theory it would seem to be the case, learning to predict video of future (or randomly masked) time intervals from a training set could learned a really compressed representation of many aspects of driving on roads. However I'm not sure Tesla is going to focus on this. Look at these tweets...
  33. Z

    FSD v12.x (end to end AI)

    It's semantics, the training of either approach is the same. You still have backprop through the modules. It's just each piece has been pre-trained. That's not a bad thing, it assuredly allows your total model to converge to decent results more rapidly. And it can still allow the perception...
  34. Z

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

    Can't wait for the next round of TSLAQ FUD moving from Sudden Unintended Acceleration to Sudden Unintended Swerving. You know these articles are coming everytime a Cybertruck crashes.
  35. Z

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

    Next Yahoo Ad: Utilities Hate Him For Discovering This One Simple Cybertruck Trick
  36. Z

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

    Based on the claim it can charge up to 136 miles in 15 minutes at 250 kW, I am calculating: 460 Wh / mile (414) or 2.176 miles / kWH efficiency (2.4) Based on this, the 340 mile range Cybertruck has a ~ 156 kWh (140) battery pack. The 250 range, presumably LFP, would require a 115 kWh (103)...
  37. Z

    FSD v12.x (end to end AI)

    Tesla could 1) Do everything from scratch in a totally new architecture 2) Do an end-to-end architecture that incorporates some of the previous module architectures, but retrain the weights from scratch 3) Do an end-to-end that incorporates some of the previous module architectures, and...
  38. Z

    FSD v12.x (end to end AI)

    Wow I can't believe there is a conspiracy that V12 isn't really end to end! I work in machine learning / deep learning, and having following all of Tesla's comments on V12, there isn't nor ever was a question in my mind they were talking about going from pixels into to steering commands out...
  39. Z

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

    The Cybertruck is like my long blonde hair. Sure, many people in the midwest are afraid of something different. But it's one of a kind among a sea of same-ol' same-ol'. And enough people are intrigued that it will capture a large percentage of the people who are willing to think...
  40. Z

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

    My opinion is that each update is more or less required to pass the same unit test cases. When you have major architectural changes (like going from V10 to V11) there can be regressions on those test cases even if the overall performance is better. So even if V11 was showing less disengagements...
  41. Z

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

    Are you sure his name isn't Philippe Douchois?
  42. Z

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

    After TSLA went up 3x on Jim: April 3 2020. The current share price is still 8x higher than when this interview happened. 😂
  43. Z

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

    HAHAHAHAHAHA! "Jim Chanos, Short Seller Who Took on Enron and Tesla, to Close Hedge Funds -- WSJ" https://www.wsj.com/finance/stocks/jim-chanos-short-seller-who-took-on-enron-and-tesla-to-close-hedge-funds-f66c5b64
  44. Z

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

    I guess she made it out of the Shanghai midfield to make another dumb article.