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I think it's ok to mispredict the intersection when you're a ways back, once you get closer you would hope that no misprediction would occur....
Good Eye. I think this is also a cause of phantom breaking in Autopilot, non-FSD. Images can spuriously give you the wrong impression, which is...
It's not good enough for Waymo to be first. Hypothetically, if Waymo starts scaling out their product today with their current costs, I'm not sure...
My reasoning is that although the visualization detects the parked cars correctly, the car still plans a path that would crash into a parked...
Brandon complains about how the car attempts to drive into parked car lanes while going straight in traffic. This says to me that Tesla is already...
I’ve seen this assertion made many times without any obvious proof. Although it definitely is a possibility, Elon has also once said that it’s...
Interesting to see that there are map inputs into the NN. Thanks. Would love to see what happens when the NN and the map disagree...
I sympathize with you, he did draw conclusions about what you were saying that you were not necessarily making explicitly. However, I think he's...
Investors looking for yield will definitely be buying these robotaxis at those prices and drive the yield down (i.e. prices up). They'll make it...
This is to be expected. This software works everywhere without HD maps. It's going to have a much higher intervention rate at first. I actually...
Rumor is Smart Summon is now amazing. Source: SatinGreyTesla on reddit
It's not just labeling efficiency, that's only part of it. The network is likely using modern neural net architectures like Transformers. I would...
As they get higher take rates on FSD, they can reduce the margin necessary on the hardware alone. The current 20% margin you're estimating...
Not sure if this has been posted: Winning In Asia: A ZoZo Go Podcast: Kurt Kelty, VP, Automotive at Sila Nanotechnologies on coming...
I think the difficulty for valuing Tesla was it's profitability. The bulls always believed that Tesla would be profitable and hence the valuation...
Funny that you mention it. As I was attempting to research Tesla's foray into lithium mining, I found myself thinking the same thing. I watched...
It seems the entire lithium community believes that Elon's attempts at mining are mostly and mostly a bargaining tactic. It's really hard to say...
There are a few possible interpretations, I see no reason to conclude that it is for the same kWh. The Y-axis is the relative amount of time to...
I read this chart as "it takes about the same amount of time to charge a 2170 vs a 4680." But remember, a 4680 has 5x the energy. This would imply...
One other element about the Model Y delivery timelines is that timelines are another element that Tesla can use to shape demand without price...
Reading this article Tesla secret project Palladium: new Model S and Model X are coming Combined with Elon's comments about the Y in Germany...
680kW charging would be epic! The new battery architecture should significantly reduce internal resistance, which is a function of state of...
If they begin casting S/X, another benefit is that it is only really a die change, the same overall machine can still be used. This is to say some...
My research into this topic was that the process, TSMC's InFo_SoW is a method of using a wafer as a motherboard if you will. The 7nm chips would...
To further tie in one more element, this article mentions another GigaPress, which everyone assumes is for Model Y: Tesla is deploying a second...
Thanks for this. Unclear which motherboard they currently provide, but if its the MCU board... I've been speculating that Tesla will combine the...
Thank You, I had the two users confused.
I enjoy following TSLAQ because many of its members are professionals that have access to data that retail does not. Occasionally, they will post...
I would say that Tesla purposely leaked this photo. The photo confirms only form factor which keeps things still extremely ambiguous but builds...
White paper out by Gene Berdichevsky and Gleb Yushin, founders of Sila Nano. Gene worked on the original Tesla Roadster battery pack. Kurt Kelty...
Do you know exactly how the approval process goes? I actually don't know myself and you seem more confident about how it would go. If the marginal...
Which regulators have approved driverless robotaxis? Chandler, Arizona? How many miles did Waymo have to drive in Chandler before getting...
L5 does not currently exist, so it is false to say that LIDAR is a requirement. If anything, LIDAR suffers from a chicken and egg problem....
The 25 chips per wafer also threw me off, at first I thought it must certainly be Dojo or even maybe SpaceX phased array antenna chips. I could be...
Answering the OPs question forms the basis of investing in Tesla. Elon claims and accomplished things most find outlandish. But before many of the...
From my own research, I believe this is HW4. InFO_SoW (Integrated Fan Out System on Wafer) from TSMC is a packaging system, the 7nm chips will...
" From my understanding, the rewrite and v11 should be out around the same time. I’m told v11 will be out about a month after the rewrite is...
Why does it need to be in the thousands of Wh/kg? Are you doing jet engine gravimetric energy density * combustion efficiency of jet engine? If...
Ultimately you’re right that we don’t have exact numbers since we’re not Tesla/Panasonic, but I would wager that Munro is not far off. Also, while...
[MEDIA] Interesting Munro chat. He mentions that Model 3 battery pack was 135$/kWh while Model Y is 110$/kWh. This must mean that the roadrunner...
What’s amazing about TSLA is Elon basically tells us what is going to happen in advance, all you have to do is listen to him and you’ll earn an...
Imagine if Elon succeeds in all his ventures: 1. Transitioned Earth to sustainable energy 2. Created Autonomous cars, saving millions of lives...
Elon Musk Poems generated by GPT3. Elon Musk By Dr. Seuss (GPT-3) the singularity is near, lol
Yes, and relative to 2/20 compensation for hedge fund managers, paying Musk a relatively paltry 0/10 to 10x our money is a fantastic deal.
I have no idea if they are still in as of today. If I had to guess, I would say a significant portion of that position has been offloaded near the...
As far as I know Rentech does not do options market making. The other large 'hedge fund' that does what you describe is Susquehanna, but it is...
I’m a professional quant trader and I support this message. If Rentech is buying that much Tesla stock that means their forecasts are saying that...
Renaissance is the greatest quant trading fund in history. They are not long term holders. They essentially identify mispricings. For them to put...
Susquehanna is an options trading house. Their position likely reflects delta hedging options. My interpretation is that there were a lot of call...
Thanks for this. Why P/S vs P/Gross Profit or P/EBITDA or EBIT? Something needs to be said for the margins, with some kind of option pricing for...