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  1. B

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

    Since the overall dimensions are likely similar and, at least when it was unveiled, indications were it also had a 6.5' bed (same as F-150), I would guess the Cybertruck will have similar ratios. I eyeballed (read: lazily used the selection tool to count horizontal pixels in GIMP) the image on...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I hope they keep with tradition and call it "Airplane mode"
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    Investor Engineering Discussions

    I wonder if they use traditional friction clutches or if they simply leverage high precision motor control and some gears which are slightly tapered on sides that are first to mesh together to match the output and input sides of the "clutch" then have a solenoid shove it in or out along the...
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    Investor Engineering Discussions

    Ah, that does sound familiar. Presumably it would be something like for whatever the ongoing buildout costs were, other manufacturers would be on the hook for X% where X% is the percentage of all SC capable vehicles they have built. I had forgotten about that part. It likely wasn't a very...
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    Investor Engineering Discussions

    Reading the NACS Tech specs... seems likely that V2X is coming to Tesla There is also a 1000V version of the interface specified. They are mechanically interoperable (you can physically connect a 1000V plug to 500V socket or vice versa, though obviously you might have problems charging a 1000V...
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    Investor Engineering Discussions

    From what I recall they did, in that they (or Elon, anyways) publicly stated something to the effect that they would be happy to let anyone else us it, they just have to agree to their patent cross licensing terms (which would be true for using any of the Tesla patents, not just supercharger...
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    Russia/Ukraine conflict

    I wonder if Russia wouldn't have found it cheaper (in both monetary and other ways) to spin up a green energy industry (both building panels/windmills/etc and deploying them) and then selling electricity to EU instead of gas, versus all the losses (material, human, economic, and political)...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well... sometimes it can be. The Hire series of shorts for BMW were extremely entertaining and while they showcased the vehicles, they weren't ads in the usual sense. Similarly, the anime series Freedom was essentially a long form Cup Noodle ad, except despite the product placement (which if...
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    Tesla Semi

    Does this mean they're only making dual motor trucks not 3 or 4? Or is it that they plan to always have single front motor, and that the rear might be configured for something other than 2 on the future, so only that is specified in the VIN?
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    Investor Engineering Discussions

    If it was a regular semiconductor package, I would consider that it might even be cheaper with the newer tech, as even with more transistors, if the process is mature enough, compared to an older one, sometimes the package area is smaller enough that you fit so many more dies per wafer that the...
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    Russia/Ukraine conflict

    I know I've seen rumors/theories to the effect that the newer tanks and such are less reliable and/or not fully equipped when deployed to the front. Similarly, while they have a newer fancier updated version of the AK and it has many fancy available options, the few who have been issued these...
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    Investor Engineering Discussions

    Front bumper cam would be nice when parking in short spaces. What I often end up doing is turning on the backup camera view while pulling in and watching for the very ends of the parking space separation lines to appear (or the fire lane marker, if there is one) to know I've pulled in far enough...
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    Russia/Ukraine conflict

    I find this surprising, seems like the kind of power he'd like to give himself, and who's going to stop him? If so, that's great news. Of course, this still runs into the potential shortcut of simply ensuring everyone involved is "motivated"/"educated" or gaslit into compliance with whatever he...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'm less worried about Ukraine getting nuked to "win" the war than Putin just going "F IT" and taking the rest (or at least, the west) of the world with him, if he can't have what he wants. If he launches nukes, I would expect his targets to be NATO members and so forth (perhaps prefering...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The west likely prevented a "victory" for Russia, but at the same time, without the west, it's likely Russia would have "enjoyed" a situation similar to Afghanistan (even without active CIA meddling), with a persistent guerilla resistance and unfriendly local population. It's not impossible that...
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    Solved: wind noise

    Does it completely seal off the top? I wonder if that has a negative effect on outside airflow to the cabin when the AC is not set to recirculate ...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Oh yeah, for most nn models hopper might have equivalent or better perf/w, but to handle these large Tesla models that were the reason to develope dojo, Nvidia would basically have to deliver something with similar scale as dojo. The bottlenecks end up being bandwidth and latency related when...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That's true normally for most workloads and entities, but like I said, if it takes 30 days to run your workload once (and you can't speed it up with more A100's / H100's / etc because you've hit a bottleneck someplace - look at their graph showing diminishing returns as they added GPUs to a...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well, normally Perf/W is the only important metric, simply because even the slowest performing options are still usually not too terribly slow, and with modern cloud and virtualized focused systems, the performance of any given request/job is not going to be measurably impacted by the hardware...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They showed a video clip with six camera views while the bot was maneuvering, and they were still labeled with FSD labels like "B pillar". Since they're porting their existing 8-camera setup from vehicles over to the Bot platform, I wonder if they'll keep all 8 cameras (extra cameras don't cost...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The knee as a four bar link I'm finding fascinating. I'd watch hours of deep dives like this. I'd you want impressive, I think that they expect a full day work on a single charge is impressive. I've always expected that to be the biggest problem.
  22. B

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

    From a strictly materials and per unit production cost standpoint that's not unreasonable. If anything there's some fsd level margin in there.
  23. B

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

    If they're only offering $100 for 15 minutes, I don't know how much influence these influencers are going to have. Might as well get a bunch of nobodies on Fivrr.
  24. B

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

    Simple, don't throw away the old robots from the old body live that are no longer needed. Ship them to another new line/factory instead of buying new bots. Yes there will be new costs for the new stuff to support giga castings, but that improves margins in many ways going forward as already...
  25. B

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

    Handsfree release is what I bought the FSD upgrade for my EAP car for - I want level 4/5 highway autosteer, the rest is just bonus (and not worth in total 15k to me, if I had to buy at full price again). While the "technical" challenges for Robotaxi vs summon anywhere are nearly identical...
  26. B

    Boring Company

    I imagine he fully intended to do so, expecting that securing a lease on a random warehouse in CA wouldn't take longer than that, then ran into some obscure CA regulations that made the entire project not worth it.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As an owner of a 2018 RWD Model 3 LR, with FSD (but at less than half the current all-in cost thanks to buying EAP initially and then FSD upgrade on the cheap a few years ago), I worry that if my car gets wrecked or otherwise totalled, the insurance wouldn't come close to covering the cost of...
  28. B

    SpaceX Internet Satellite Network: Starlink

    Embrace the power of 'both'? :)
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The whole "biggest asset value increase" with FSD thing only applies to people who want to let their car drive around without them, which lets be realistic isn't most Tesla owners. I bought FSD when it was discounted a few years ago as an add-on to my EAP because I am hoping to some day not...
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    SpaceX Internet Satellite Network: Starlink

    IIRC The 1.x laser links are only forwards and backwards along the same plane, hopefully V2 finally adds side-links to go from plane to plane, which would really improve reach to areas without ground stations much more, as well as let them get into backhauling traffic around the world without...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Cameras, all the way down. Combine it with a bunch of copies of that automatic charger connection robot from a few years ago, and you'd have a real Lovecraftian horror of an EV.
  32. B

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

    Might or might not be Tesla writing code - pretty sure that you can get all the necessary information on supercharging via the Tesla API likes Teslafi does, then map the combination of car+date to a customer on the Hertz side of things to bill them. At most perhaps there needed to be a better...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As a user of the early internet where everyone had skin the thickness of the Earth's crust and roasted each other like it was going out of style, I would like to agree... Except that's no longer the reality we've been in for a decade or two. Roasting is now cyber bullying and many don't have...
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    Investor Engineering Discussions

    (posting my reply into the engineering thread...) The same concept could be used by the battery rental place, set themselves up as an energy storage company for use of non-rented packs. Perhaps the ideal scenario is that the trailer has the necessary physical interface for V2G that just passes...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    With Covid a declining (but non-zero) issue, this is less of a problem in term of actual policies than it would have been a year ago, but from a perception standpoint (both external PR and internal morale) it certainly isn't helpful for it to be spelled out in such a heavy handed way. That...
  36. B

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

    Someone sat on the remote and accidentally hit the SAP button.
  37. B

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

    Looking at the plans posted on twitter (the thread has more details)... The first floor is 69' x 69' nice They will be showing films that are about 30 minutes long (so they're the typical length of a charge session). This of course means that most people will see the end of one and the...
  38. B

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

    Any given die design can be easily binned into many products, not just consumer or professional products but enterprise and embedded options too, many of which the latter two will have at best obscure part numbers and sometimes even be customer-specific, even if there's no physical customization...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The allegations (of the specific wrongdoing), as reported, could be entirely untrue, while still having a settlement exist between Musk/SpaceX and the woman for some completely different reason that has nothing to do with sexual harassment.
  40. B

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

    Re: the 250k story, since it took this long to come out and Elon has said the accusations are completely untrue - I am going to guess that there was a settlement of some kind, but it was something like firing without cause or something similarly non-sexual (perhaps due to some kind of clash of...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Re: MCU3 AMD chips and whether they're custom or not - it's not entirely clear (I haven't found anything definitive) whether the YE180FC3T4MFG model chip is a semi-custom design or not. It looks like most likely it's an existing Ryzen Embedded series design, just with the integrated graphics...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I cringed so hard when he started telling the project veritas person about the memo warning about project veritas, he had to feel so bad afterwards when this came out. And they didn't have to keep in the moment where he was saying he'd be so sus if they hadn't met "organically", that seems like...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yeah, I imagine anything from 30-40' would make sense built on the Semi platform, but shorter than 30' and you're spending a lot of money on the Semi (regardless of variant) for a relatively small RV, in terms of how much volume is left in the vehicle at that point. At that point it'd probably...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I was responding to @ZeApelido who said : So I was envisioning a Semi-based EV RV, not a Cybertruck one. You'd probably be looking at a 40' bus sized RV not one of those "van life" EVs :)
  45. B

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

    Chop it in half, extend the frame rails, remove the fifth wheel, build a badass EV RV on it.
  46. B

    Unused harness connector behind rear air vent assembly

    At some point, there were various wiring diagrams going around, I wonder if anyone has them handy to look up that harness on, might solve that mystery.
  47. B

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

    This literally and figuratively isn't rocket science. He (as Tesla CEO) doesn't even have to dictate the pricing, he can simply tell the AI group or whomever is in charge of Dojo to come up with a pricing model that makes sense based on what service they can offer and the going rate in the...
  48. B

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

    Just because there are not yet any established rates for Dojo (that we know of, at least), does not mean there wouldn't be as soon as the first external (this includes Twitter) Dojo customer came along. Whatever rates were decided for Twitter, if it were first, would reasonably be expected to be...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I might be imagining it, but wasn't there mention during a conference call or AI day or something about eventually selling runtime on Dojo to other companies to run AI tasks? They wouldn't be selling the hardware, just time on it. You would buy time on it much like any other cloud service...

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