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Fair. Although I’ve seen a few comments that tesla hasn’t told us that they are updating weights on the fly ipso facto they are not. But Tesla doesn’t actually tell us much detail of how the program is run. If they were doing it I don’t expect they would tell us? In respect to evidence I...

I can’t dig up a specific reference but that has been the assumption I’ve been under for probably a year now based on comments from prominent tests on X discussing changes in performance of a build and disparities between experiences in one build between cars.

Has it not been assumed that Tesla has been updating weights on the fly for quite some time on FSD Beta? I was under the impression that was the cause of the perceived improvement during the course of one build. If its end to end nets then the utility of this goes up and the utility of...

I may be mistaken but I think one of the nice things about the v12 design is rather than there being a variety of NN in different places mixed in with code the new design is a bit more like NEO in the matrix when he calls in and says “I need to know how to fly a helicopter”. So if they...

The only value Tesla could buy from rivian is the brand. If the price was right there’s value in Tesla just buying the name and making a line of vehicles under that brand so the consumers who would never buy a Tesla can buy a Rivian. Like it or not those people exist and they always will...

I mean that’s already on CNNs homepage so it’s not really a tomorrow item.

Or they work on the hill and knew the government spending bill was going to go through. Yet again not something that merits “a wild ride” though.

I’m guessing he’s referring to just one world leader calling another one a dictator post meeting. Which - eh, not good - not worth mentioning here imo.

Well musk is still posting on twitter. So I guess he’s ok. The ominous drop in the stock price at the time he posted this is probably going to have me rolling over in bed all night. So thanks for that.

Then why say anything at all.

Elon has been very vocal about the lack of transparency with the SEC. Elons views on regulation and open source mindset are a very different thing than clandestine SEC stuff

Certainly helped. But caterpillar fights with the UAW lead a to very specific outcome.

Supply and demand. Workers at Tesla don’t demand a union so one doesn’t form. If there was a need it would happen. As it is the UAW employs mafia tactics rather than democratic ones.

Organized labor can do great things and has done so in the past. The UAW is a terrible organization that is overtly hostile to the companies that the members it represents work for. It destroyed a number of midwestern communities in the 80s. Its leadership has a history of corruption and its...

I’ve seen this chart now for years. Who made this? Can I short them? Or is it just some BS made by some magazine?

Wow. I had no idea how poorly ranked JP Morgan was. 4000+ seems kinda shocking for the most powerful bank in America. They said on average 50%. Some years less some years more. They haven’t suggested that that will stop anytime before 2030.

And they stopped building it out due to a lack of a human labor force in the area as I recall. 🙄

If robotaxis exist by then and the ROIC on a robotaxi really is close to 12 months then Tesla printing a bunch of robotaxis they own outright would be a much better use of money than dividends or buybacks. Edit: Also true of optimus

I have suspicions but I have no idea how contract like this work. Is it possible that these agrees bring more into it that simply supercharger access? I’ve kinda harbored a belief that this results in tesla engineering working directly with these companies engineering teams at in a way that...

I think we kinda agree but are having an exchange as if we disagree

I think it’s worth sitting down and thinking about what a lot of things mean in context. Words like “difficult” in this context are ambiguous. Difficult could mean that they could find that the production line gets held up by individual assembly steps. It could also mean something akin to...

There are other ways to look at the things said in the call. Elon has gotten in a lot of trouble for being optimistic on timelines in the past. It is possible for some aspects he’s just being careful. The interest rates are a real thing that affects affordability. So he’s being honest here...

It’s a zero chance. A stock buyback if for a company that has run out ideas to invest money in useful ways. Tesla has like 50 irons irons in the fire that will make good use of cash in the near future and uncertain economic times always reward those with cash reserves. Buybacks and dividends...

I trust they will prevail. The question is how bad it will get before the end.

Is there any discussion somewhere about the risks the struggling tier 2 and 3 suppliers would bring to teslas production? I kinda figured that would be the only discussion here today but it doesn’t even seem mentioned.

Wow. Talk about tunnel vision. I went back and sure enough there it is. Don’t know how I missed that.

While there may be some limitation that requires that that I’m not familiar with that seems unlikely and very un-musk. Watching my own kids grow up they first learn to do stuff with there hands shortly after realizing the thing that darts across their line of vision often is their hand and they...

I would imagine it makes more sense to train it to watch just a person like any human trainee would than to hire a bunch of people to do things with a bulky set of cameras on their head. If it can learn to mirror the actions of a person standing in front of them teaching it becomes like...

watching it a few times, when the guy moves the legos to showcase how Optimus can react it’s very obvious that the whole video is sped up, which is a little disappointing. Still, I realize it’s pretty impressive

Still only impressive if you understand what’s going on under the hood. Otherwise Boston dynamics looks light years ahead

I saw somewhere dojo was built on 7nm TSMC stuff. If that’s true I feel like DOJO v2 has already been designed on 5nm and dojo 3 is in the works. Am I wrong on this. I don’t know much about chip stuff but if I’m right and dojo is as impressive as it is with such old chip tech it would but...

It’s important to remember a lot of companies that are buying these are buying them on the dream of making it rich in the AI gold rush using VC money. Also important to remember that in the California gold rush miners didn’t really get rich, but shovel manufacturers did.

This actually seems like it could be one of the most exciting posts about AI. It might not translate to shipping features sooner but it suggests as a result of trying to complete complex tasks with far more data than anyone has ever tried to use before they’ve cracked open the door on a NN...

I’m not sure EV credits are actually good for the transition to EVs now. Even battery subsidies seems like a poor use of money. Batteries are already profitable absent subsidy. There’s certainly benefits to the USA for subsidizing American manufactured batteries. But I don’t think any...

This is a pretty easy promise. This is close to happening naturally as a result of free market economics. It’s not economically sensible to build new coal or natural gas power plants and most of our natural gas plants were built in the early 2000s and have a lifespan of… (drumroll)… 30-36...

Premarket deeply unhappy with this news

I suspect there will come a time when Uber loses 90% of its value because it’s being pushed out of the market by robotaxis and Uber will be attractive for its data on taxis in countries that teslas hardly exist.

I’m very curious what percent of tesla investors are even aware there is such a thing as a local news station let along has watched it in the last 15 years. I’m not certain I have ever in my 38 years of being alive deliberately watched local news. I don’t think a story broadcast to every...

While I don’t dispute what you’ve said, I do feel like if it is legit and as valuable as people suggest patents are likely to find a way to be irellevant. If this stuff can change the world like it’s imagined and any one country decides that ignoring patent rights will allow their country an...

Chemical composition doesn’t seem the right argument that it won’t be expensive given that chemically graphen is just carbon.

Anyone have enough knowledge of materials sciences and metallurgy to comment on how well positioned tesla would be to decide to build a wing of the company that mass produces this? Edit: before anyone says “that’s stupid, get back on topic” a majority of the applications of this are energy...

Ya I’ve been reading this forum since 2016, this is by far the slowest I’ve ever seen it imo.

Maybe fords building what tesla tells them so they can assemble Teslas with Ford logos on them. Only half joking.

No mention of the 10-Q? I’m too lazy and incompetent to read it but it’s always great to see other peoples intelligent comments

Unless long term the play to bootstrap their way out of open source software and removing the modified version interim would set them back. Which may sound like a hypothetical but that’s kinda what happened with mobile eye and tesla, I relize mobile eye is not open source but conceptually...

Maybe I’m out of the loop but that doesn’t mean much to me. I know highland is alledgidly the refreshed 3. Is that a gen 3 platform? If they are shutting down all the factories it can’t just be for the 3 can it? Texas and Berlin don’t make 3s do they?

My guess is everyone is speculating just like me. But does anyone feel confident about WHAT the retooling shutdown is achieving? Is all production shifting over to GEN3? If that’s the case Q4 margins will be bonkers won’t they? GEN3 seemed like it had some pretty sweet reductions in cost

Sounds like a good way to clear out existing inventory while they switch to something different in the upgrades?

This reminded me of Musk saying this in 2020. That’s around now. The Batteries Behind the Electric Aircraft Revolution - Avionics International

This is so broad that it could just be that “easier” means it’s obviously going to require far less compute than they originally assumed when they designed the FSD computer. Could be that it’s not “solved” but they are finding that the solution is converging on needing significantly less...