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  1. heltok

    Russia/Ukraine conflict

    Russia having a bad day: Some good news for Russians: https://thehill.com/policy/international/3659802-zelensky-offers-guarantees-for-russian-soldiers-who-surrender/
  2. heltok

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

    Yeah, he presented HW3:
  3. heltok

    Russia/Ukraine conflict

  4. heltok

    Russia/Ukraine conflict

    Video with some new recruits getting their first briefing: They have banned pedestrians from crossing the border, so some people are using scooters, to not be pedestrians:
  5. heltok

    Russia/Ukraine conflict

    This was an interesting interview: The state of the Russian army seems to be very bad.
  6. heltok

    Russia/Ukraine conflict

    They seem surprisingly optimistic. Guess reality will hit them in a few weeks/months :( Edit some more:
  7. heltok

    Russia/Ukraine conflict

  8. heltok

    Russia/Ukraine conflict

  9. heltok

    Russia/Ukraine conflict

  10. heltok

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Tesla started trading publicly(June 29, 2010). In July 2010 Bitcoin started trading at US$0.0008. Since then Bitcoin is up 2674000000%. So compared to TSLA, Bitcoin has been a 100 000x better investment.
  11. heltok

    Russia/Ukraine conflict

  12. heltok

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    This is actually not true. Bitcoin XBT is up 9200% since its entire history of being publicly traded as an ETF, meanwhile TSLA is "only" up 1800% since then. Fwiw, I used to hold Bitcoin XBT for a few years, nowadays I prefer to hold Bitcoin Zero. But I still use Ethereum XBT. For me holding...
  13. heltok

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Then bet that it will be below x at time y on some futures market. You have limited downside. If you are so convinced that you are right it should be a nobrainer. It's good to have skin in the game, I want it to hurt when I am wrong, otherwise I will never learn. No need to risk 100%, but risk...
  14. heltok

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Yeah, just like Tesla, Bitcoin is a bubble, pure speculation, just people hoping to sell to a bigger fool. Nothing behind it at all. You guys can have your fun gish galloping arguments, meanwhile crypto and Tesla has kept growing. Sure there has been time when Tesla and crypto has been down, but...
  15. heltok

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Yeah, but some people want a physical copy of high quality. And this was just a few cases where Bitcoin is clearly useful, ie there are no good options for some people. Then there are many cases where Bitcoin is not needed but is superior. Then there are long term risk that Bitcoin eliminates...
  16. heltok

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Check out the darknetmarkets, sellers sell The Bible, Mein Kampf and other illegal books. We can debate if these things should be illegal or not, but for some people who want them, darknetmarkets are one way of getting them. There are probably other ways also with different risks. Imo check...
  17. heltok

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    A list of 52 countries where the bible is illegal and/or severely persecuted: Afghanistan Iran Kazakhstan Kyrgyzstan Maldives Mauritania North Korea Saudi Arabia Somalia Tajikistan Turkmenistan Uzbekistan Yemen Algeria Bhutan Brunei China Cuba Djibouti Eritrea Kuwait Laos Libya Malaysia...
  18. heltok

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Ok. It's not useful for you. But for plenty of other people it can be. I have used Bitcoin to pay my rent, to buy harddrives on newegg, to pay for flights, to donate to causes I support, to tip content creators etc etc. Sure the first few times it took some time. But so did banking, it's just...
  19. heltok

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Have you tried using it? If not how can you say if it is useful or not? Plenty of people use Bitcoin to buy charlotte's web for their epileptic daughter and other things, so clearly it's useful for them. Bitcoin is not transparent, if it was drug dealers would not use it. It may not be...
  20. heltok

    Russia/Ukraine conflict

    Aleksandr Dugin in his article calls for mobilisation of the whole Russia to fight the Antichrist Western world Posted on 16 September 2022 in Russian Accounts by WarTranslated Below is a translation of Aleksandr Dugin’s latest piece which is a response to the recent Ukrainian counter-offensive...
  21. heltok

    Coronavirus

    Not sure if I believe this but putting out there anyway: Feel free to correct this statement if you find anything.
  22. heltok

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Then it's no longer Bitcoin. Unfortuneately Bitcoin was defined in a time before PoS. Maybe Bitcoin should be forked into Bitcoin-PoS or something similar and maybe over time people would come to call it Bitcoin, but technically speaking it would no longer be Bitcoin. It was cool watching the...
  23. heltok

    Russia/Ukraine conflict

    Symbolic picture. Coffin in the middle, two dictators not wearing masks while forcing their old farts yes men next to them to mask. Nobody speaking English so they need translators. Not a single woman in the picture, nobody in their physical or mental prime. Old men caring only about their...
  24. heltok

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

    Excellent post. Just want to highlight some numbers based on these estimates: Deliveries growth Q2->Q4 = 92% Revenue growth Q2->Q4 = 97% Deliveries growth 2022Q2->2023Q2 = 162% Revenue growth 2022Q2->2023Q2 = 177% And Energy, Semi and FSD revenue should grow even more... Are we looking at a...
  25. heltok

    Russia/Ukraine conflict

    https://news.yahoo.com/russian-units-near-kherson-negotiating-111100694.html According to her, the commanders of these Russian units are looking to find ways to abandon their positions by any means available. This could include attempting to retreat to Russian back lines, or laying down their...
  26. heltok

    Russia/Ukraine conflict

    https://russianfreepress.com/2022/09/12/mundeps-of-18-districts-of-moscow-and-st-petersburg-demanded-that-putin-resign/ Municipal deputies from 18 districts of Moscow and St. Petersburg signed a public statement demanding that Vladimir Putin resign. “We, the municipal deputies of Russia...
  27. heltok

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

    As someone who has worked with Mobileye, they have a tendency to come across as very confident and promise a lot. Imo they seem a bit to phd:y for my taste, presentations showing too many equations etc. One time they claimed to have mathematical proof that their solution was needed when there...
  28. heltok

    Russia/Ukraine conflict

    Russia’s goal for the special military operation has shifted from ”demilitarize Ukraine” to ”demilitarize in Ukraine”.
  29. heltok

    Russia/Ukraine conflict

    Lots of videos claimed to be from the offensives are being posted now. Here are a few, not to gorey but some action:
  30. heltok

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

    Great post. Regarding Hybrids. With all these benefits, do hybrids even make sense anymore? Ie assume we have a chassi and are deciding to add a motor, an engine or both. Specially if we use LFP and assume the newer CATL cells going into production now. Maybe with the current inflation things...
  31. heltok

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

    Math error with the last sum? Sum of cummulative sums? The sums don't add up, should be more like $670B right?
  32. heltok

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

    Just to give some example here are the number of influenza cases in Hongkong: https://www.chp.gov.hk/files/pdf/fluexpress_week34_25_8_2022_eng.pdf Here is Australia which has opened up again...
  33. heltok

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

    The longer China delays opening up, the weaker their immune systems will get. It's not just covid, it's also influenza, RSV, common colds etc. At some point when they open up it will be like Europeans coming to America. And international students from China going to Australia etc can expect to...
  34. heltok

    Coronavirus

    Here we go again: https://www.telegraph.co.uk/global-health/science-and-disease/mystery-pneumonia-kills-two-infects-six-argentina/ Three people have died and five are in hospital after developing a “pneumonia of unknown origin”, Argentinian health authorities have announced. According to the...
  35. heltok

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

    Well it seems that Tesla on FSD does in fact stop for mannequins:
  36. heltok

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

    We have seen it many times before:
  37. heltok

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

    Haha, the reddit comments in this thread: When the bull case turns out to be pessimistic...
  38. heltok

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

    Here are the notes from the dojo presentation: Some slides: Tesla Dojo Custom AI Supercomputer at HC34 Beyond Compute - Enabling AI through System Integration Ganesh Venkataramanan, Tesla Motors Ganesh was at AMD, Operon ‘64 and a few others. Also holds WR for fastest clocked silicon...
  39. heltok

    Autonomous Car Progress

    Likely because it's beta and they are being cautious. See the AI day when Ashok showed *sugar* falling out of vehicles. I have been driving on Autopilot in so heavy and dark rain that I couldn't see well and felt unsafe but autopilot could see and drive much better than me. I trust that it can...
  40. heltok

    Autonomous Car Progress

    Those lane lines probably look really clear from the cameras perspective and focus. Doubt you need a map for that, Tesla would handle that fine.
  41. heltok

    Autonomous Car Progress

    I watched the other videos from the same workshop that Ashok presented at. One thing that stood out: What I reacted to was that almost every winner, second place and third place in the competition was from a chinese/singapore/hong kong/etc team. Very little Europe, US etc. So even if Tesla...
  42. heltok

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

    My guess is that Shanghai has some built up supply of batteries after the Shanghai lockdowns so this should even out a bit. What worries me is how the European energy situation will look like in the winter and if some companies that use a lot of energy will be looking at losing money and go...
  43. heltok

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

    I've been thinking about Ashok's presentation a bit more. It really seems that they have ~solved crashes, at least causing crashes. Both in FSD and in humanpilot. It took a combination of a very good perception stack, an occupancy grid with flow, a neural network to evaluate possible poses, a...
  44. heltok

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

    Reports of 2022.16.3.10 rolling out:
  45. heltok

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

    The most important tweet in the series: 🔥🔥
  46. heltok

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

    It's not too unlike work done by stanford a very long time ago. Then it was avoiding traffic cones and they made humans drive drive through them at high speed. The car would pass and the human feel proud, but then replay would show that the human would have crashed into the cone and the adas...
  47. heltok

    Tesla Optimus Sub-Prime Robot

    I could just be a picture made by Imagen using a text like "robot hands making a heart sign". It doesn't look to unlike the image that google showed: (promt was "A robot couple fine dining with Eiffel Tower in the background" My guess it's ~50/50, either the hands will look like in the image...

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