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  1. M

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

    Twitter. He needs to drop that and stay focused. He never should have gone down this path.
  2. M

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

    I think i said that in my reply. So Yes, i agree. But they will also need training data specifically for non-outdoor road environments. Some cross pollination from the learnings of FSD will be useful but also need interior spaces and path predictions, etc for the bots.
  3. M

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

    You need some more Zen training ;) I am not talking about FSD for cars, but Tesla Bot navigation. Of course Tesla rules on FSD for cars and hopefully solve that problem. But bots walking around in a warehouse is not cars driving in Los Angelas....so I was replying to someone's comment that...
  4. M

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

    I don't know but we also don't know for Tesla either. A bot walking around is not the same as a driving car, so getting good real world training data is problematic for both firms.
  5. M

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

    The jury is out really on dojo. But even if it’s great it’s not like Google can’t spin up any number of TPUs to train their nets. If it takes a little longer than Tesla it’s not a big deal. My bet here is on Tesla for sure, but don’t rule out Google in the bot competition.
  6. M

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

    Gato controlled a robot hand to perform tabs in the real world. I would call that a 3D task. Elon says they are leading in real world AI, but I cannot say for sure that doing the extremely difficult task of driving a car and the method you use for that are necessarily general purpose to all...
  7. M

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

    Hi all! As many of you likely are as well, I am support excited about these Tesla bot and it's potential in so many areas. Recently though Elon said that his AI team was the best in the world. I can say for sure that this ruffled some feathers over at Deepmind. They are no slouches and Demis...
  8. M

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

    CATL will be the monster producer of LFP for Tesla stationary storage and standard range vehicles.
  9. M

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

    Did anybody other than me catch what wa one of the very significant non-AI related things Elon said? He said that their production of cars was already mostly robotic, but that they will be producing the structure of the car in two parts with the press and this will reduce labor in making the...
  10. M

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

    Yep..maybe 10+ years if they go very fast and solve like 5 different grand challenges that it will take to make this work.
  11. M

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

    California requiring solar on new buildings
  12. M

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

    You guys see that Lucid having issue getting all the needed votes for the SPAC? 🙂 Rawlinson practically begging people too vote for it.
  13. M

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

    I stopped in lucid showroom in Miami. The guy said we are focused on quality, not quite quantity. Lucid is not a competitopr for Tesla..end of story.
  14. M

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

    FSD NOT REAL BECAUSE NEURALINK EQIPPED MONKEYS ACTUALLY DRIVING CARS REMOTELY.
  15. M

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

    FSD Reality I guess we should give up on FSD after all. Elon is nuts and an outlier and this "billionaire" who sells lidar and has no bias at all has set us straight on using vision as opposed to lidar. TLDR vision will never work for FSD. Tesla should license this guys stuff. Really...
  16. M

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

    It's still about the batteries. Even if GM, for example, gets FSD at some point, it will cost much more to run a network of gas guzzlers. They don't have enough battery capacity to build a ton of cars. Also, they would have to pack power hungry Nvidia or equivalent cards into their vehicles...
  17. M

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

    It will, but comparisons to Go are improper. FSD much much harder.
  18. M

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

    And maybe you require them to use Tesla network too and get an annuity.
  19. M

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

    Per my prior post, this is true unless you productize the tech stack. Do you think ifvtesla creates cars that are ten times safer than humans they will be able to keep it captive? They wont. So before government mandate you productize it and sell it to other automakers. As I also hinted...
  20. M

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

    No reasonable way to model it right now
  21. M

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

    Low power DL board + AWS like training tool for video DL + software stack for taking in multicamera video all towards supporting real time navigation in unpredictable environs. Anyone think there's a product in that? 😉
  22. M

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

    No substantial profit was ever made by being comfortable with an investment.
  23. M

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

    What I am shocked about is that given the forward looking people on this board how few understand the brilliance of this move. Buy BTC and thank me later. I guess thank Elon too
  24. M

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

    11! It's aws for machine learning... simple
  25. M

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

    Also he seems to greatly underestimate the effort to integrate a whole new battery pack into an existing ev design. Is not like you buy lucid and say "here use this battery" and 3 months later you are shipping the car.
  26. M

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

    Whats being missed is that with fsd the number of new cars needed will be reduced significantly. I dont know the ratio, but gyessing it could be one fsd car replaces 4-5 regular cars.
  27. M

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

    Um... How can he fund Mars mission using Tesla stock without selling?
  28. M

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

    Biden winning not enough...Dems would need not only to control both Senate and House but they all need to agree to this provision. If repubs control Senate no chance it gets into law.
  29. M

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

    To point 5... I doubt they are doing that much knob turning of hyperparameters at this point. So weight updates would be the main thing if they push a network update out.
  30. M

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

    You should not interpret elons statement as implying they are training the computer with each update. There is still other code Coexisting with the hydranet that is easier to tweak and I imagine these updates are frequently just that.
  31. M

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

    I predicted several months ago that FSD is a late 2021 possibility. They need dojo to train the net on the huge data they have we to make it much better. My guess is dojo is likely to be ready late q1 to q2 and then it will crank for several months on the petabytes of data they have. They...
  32. M

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

    Will SpaceX use Lidar if it's free?
  33. M

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

    That's what will be in the Y in Berlin initially, but not the new batteries. May see them in plaid eoy 2021, but that's the earliest.
  34. M

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

    If you're worried about bamkuptcy.
  35. M

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

    Buy and hold, butt not because of FSD... That's nowhere near ready and won't be for couples of years. Plenty of other good reasons to buy.
  36. M

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

    They don't count until it's on the new neural networks(s)
  37. M

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

    Wrong again. If Tesla made 10 million cars the cost would be significantly lower then it is now and they would sell like hotcakes.
  38. M

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

    Huh?!? That's exactly what the other companies did. Produced electric or hybrid cars that simply are not competitive. This is the same BS about completion is coming we have heard for years. I'm still waiting...
  39. M

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

    I was joking actually. But I will go on records as saying that I have serious doubts of any meaningful production from this plant until q2 next year... And likely late q2.
  40. M

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

    In don't, but to ignore this could be foolhardy. Was hoping someone might discount it or lend credibility to it.
  41. M

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

    https://insideevs.com/news/424185/svolt-cobalt-free-li-ion-battery/amp This is my concern... Someone else developing great battery tech
  42. M

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

    I posted email from Tesla directly saying they were opening today. Not sure why there is debate.
  43. M

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

    Kevin, Good morning! Great news Tesla is re-opening the factory today in Fremont, California. We should see some news about the Cybertruck during battery day this month about where the factory will be built. Have a great day!

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