Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Search results

  1. Baumisch

    Tesla Network / Robotaxi Business Model

    makes sense - except for the 30k signup fee - Tesla would want as many RTs as possible on the network to fill gaps, so they need to think win-win meaning instead of sign-on fee just take higher commissions per fare and skip the signup fee
  2. Baumisch

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

    I disagree - imho the M3/Y are price-leaders in terms of their sectors and brackets. And don't forget Teslas are fully specced, the others are entry prices without features like laneassist, no matrix LED etc ... I want my M2 performance ludacris - I am happy if there's a base M2 for 25k, but...
  3. Baumisch

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

    2017 - is this on HW2.5 or HW3? If HW 2.5 - is this the first FSDb for <HW3 cars?
  4. Baumisch

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

    The last 30+ pages have been interesting regarding 8/8 "robotaxi unveil" - but I don't think we need a physical car unveil tbh. 1. Consensus not only in here but in the broader investor community seems to be that Tesla is a safe bet to produce a bleeding-edge 25k car with industry leading...
  5. Baumisch

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

    True - they are working on it. In Europa smart ( Former Mercedes pwned) and Volvo brands are owned by geely now doing local European design of the geely platforms ( sold as link, zeekr etc ...) in Europe, I'd say with success, especially Volvo has prestige over here. So smart #1 == Volvo ex30...
  6. Baumisch

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

    This video, by Scott Walter and Herbert, discusses the Tesla Bot Optimus Gen 2 that was revealed at Tesla AI Day 2. Scott is a robotics expert who has been following the development of the Tesla Bot closely. Here are some of the key points discussed in the video: The weight of the Tesla Bot...
  7. Baumisch

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

    Not sure they can do that at the moment. In end2end ai there might be no way to restrict the fsd model. My fear is that currently tesla has separate ai teams and solutions for all kinds of things that in a perfect world would be all the same: - rain ai - auto highbeams should become matrix led...
  8. Baumisch

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

    It's protecting the LFS from Finger prints being overly visible for the most part I guess and it could takes a bit of the shinyness always so why not
  9. Baumisch

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

    Hey - it's 8am in Germany, I noticed quite some positive reactions to Vision Autopark in Germany as it's just pushed to non-USS cars - and I must say, Tesla suprised me with this one - it's honestly great and I can see them finally having all things together to get serious auto-park working, I...
  10. Baumisch

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

    SCNR - used BARD again (I'm getting used to summarizing videos before watching, and about half of the time I don't watch them in the end as the summary is good enough for me) This video talks about the possibility of Tesla's Optimus bot shipping 100,000 units in 2024. The speaker, Brian White...
  11. Baumisch

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

    Google Bard summary: The video is about the prediction of the first 10 trillion dollar company by 2030. The speaker, Chris, believes that Tesla has the potential to be the first company to reach this valuation, and he lays out his reasoning based on the following points: Global human talent...
  12. Baumisch

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

    I mean seriously, I have this thread bookmarked directly on multiple devices, and keeping up with it alone is an hour a day, not spending time on other tmc threads
  13. Baumisch

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

    Wow - I watched the video thinking "wow, interesting but a bit slow, relaxed and a bit boring". then at 15:15 the teamlead on that line says "you see, you got time, no one is stressed here...." that's when I realized the whole video is for the IG Metal to see how good working conditions are...
  14. Baumisch

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

    The Range extender will Never be sold, just makes no Sense at all It’s too heavy to be easily removed, it’s not possible to truly fast charge as of cooling complexity, it worsens every spec of the car including the ones you care for when buying into the extender which is range and charge times...
  15. Baumisch

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

    As there is a lot of Videos (and aricles) posted on here - just a heads-up that bard.google.com can now summarize youtube videos quite well (and articles of course too) - i.e. for the Shorts Video - and the best part, it's free :) I just hope it doesn't hallucinate too much white at it
  16. Baumisch

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

    Not sure about that as ac DC shares contacts now and active switching is needed in car adding complexity and Costs vs CCS
  17. Baumisch

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

    I mean I am a Bull but owning a Model s Out of warranty is not easy especially a p Model that at least in eu tesla couldnt Provide Batteries as replacement that fit the power requirements. And the used battery market is also heated. So not sure why everyone agrees to this, I guess in the us you...
  18. Baumisch

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

    Why is nobody mentionung the obvious usp for tesla l2 - being inside the tesla Navigation and billing backend - the one that in the us most manufacturers agreed to embedd next year - so without hassling you could see a larger hotel with it's l2 chargers in the Navigation and use it seamlessly as...
  19. Baumisch

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

    same here in GER - just use 12ft.io 12ft |
  20. Baumisch

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

    This is a typical Munich to Freiburg drive with breakfast in the middle - so I drove as fast as possible to the first supercharger, get breakfast there and continued to destination. I only have MY-LR so Vmax is 220kmh limited - a MY-P at 250km/h is much higher in consumption. Also on the...
  21. Baumisch

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

    Thanks for adding the German oddity of unrestricted speed, my model y long range doesn't get 100 miles on spirited driving on the autobahn
  22. Baumisch

    FSD discussion

    Is this the same as non USS Cars got elsewhere ? For example in Germany?
  23. Baumisch

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

    WOW - do we have any idea if Zeekr can do this profitably and on scale? And do we have a feeling if Model S is more expensive to produce? From looking at the Zeekr it doesn't seam to be obviously trimmed for cheap production as the Model S seams to be (no stalks, no "luxury" stuff etc. ..)?
  24. Baumisch

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

    Isn't that the same for a lot of platforms I. E. Facebook or LinkedIn? I mean you can't see much content without being a login use (free or paid)
  25. Baumisch

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

    "Gas Station of the World"? In the US this seams to be happening, the Rest of the World I'm not so sure.
  26. Baumisch

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

    Tesla imho does a good job cummunicating charge level sufficiency to continue the journey. It also tells you how long you still have time to finish the meal (45min in this screenshot) This is the reason I don't want faster charging - I want longer range with one long stop in the middle to...
  27. Baumisch

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

    the new Prius looks better than any before them to me:
  28. Baumisch

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

    Driving during an overnight drive sounds like a good idea - but the last time I slept while driving was being a kid on the rear bench of my parents minivan - I can sleep in my MY in the trunk on a mattress, but sleeping during driving probably means buckled up - so sitting in a seat with...
  29. Baumisch

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

    I just signed up for the Handesblatt trial subscription for 1€ (and just quit again) to read that - the german TFF Forum has moved the topic to the owners area to protect affected owners (https://tff-forum.de/t/tesla-datenleck-handelsblatt-berichtet-exklusiv/282056/) TL;DR so far for me: -...
  30. Baumisch

    FSD discussion

    I'm confused as why there's no consensus among us - but hey - the consensus seams to be it's either Waymo or Tesla or some chinese company as a wildcard? So I got GOOG and TSLA covered for the 10x uptick when FSD hits the valuation - correct?
  31. Baumisch

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

    Since I switched from my SuC-free nerfed Chargingspeed P85+ to a Y LR I have this Problem all the time. My old S could "park" at a SuC for 2h+ until 100% reached - so enough time to get some business done at a mall or eating out with my parents while charging. But with the Y I feel more...
  32. Baumisch

    Vision running on diffusion

    It's gonna be a loooong time until v12 then
  33. Baumisch

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

    Regarding Kicking Asses .... this is Tesla's Answer to Porsch's track only Performance Kit that didn't do much: one reviewer mentioned that Tesla is waiting for homologation of the Goodyear Supercar 3R tires for street legal use in EU (they supposedly arte already street legal in US). IF...
  34. Baumisch

    FSD discussion

    I disagreeed ... We still have basic Autopilot as basic with every car, Tesla can't take that away. And Tesla always states that safety features will be enabled without cost as available. Those 2 principles to me mean that basic AP needs to be on most capable stack available (same as EAP) and...
  35. Baumisch

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

    Many analogies in this thread on how powerful FSD Computer in every car is ... I was waiting for a punchline like: IBM’s Deep Blue AI supercomputer made history when it defeated chess grandmaster Garry Kasparov. This was the first time that Kasparov conceded defeat in his career. This computer...
  36. Baumisch

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

    which is quite good in Europe, it's not like in the US by any means
  37. Baumisch

    Project Highland (Investor impact etc.)

    Does this source imply purchasing seats again from suppliers?
  38. Baumisch

    Project Highland (Investor impact etc.)

    ELI5 - what makes us think this screenshot points to Highland now? And does the lack of a M3P mean we finally get ludicrous for M3P?
  39. Baumisch

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

    And its fully Google os driven which for some people is a strong point
  40. Baumisch

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

    Could you guys give a bit more details on how this is relevant to TSLA - I watched the trailer, just spotted a Merc, nothing more, what has Tesla to do with it? (Not on Paramount+ - won't subscribe to more than the 3 streaming services that I already have (prime, apple, netflix) EDIT: googled...
  41. Baumisch

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

    isn't it birds eye view already just in vector space not photo/video-realistic? tbh - I'm not sure what I'd prefer, but birds-eye with cameras is never as clean and easy to read as this.
  42. Baumisch

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

    well you could argue the Texas Loop kinda does that - still not using FSDb for the tunnel part or any part :/
  43. Baumisch

    Artificial Intelligence

    tbh - OpenAI dissabled external references (at least images) a few days ago - so we can't test on Andre's image nor can we check if the reddit post is real :( I hope they re-enable image urls again in the future. GPT 3.5 in Playground can parse image URLs still but the results are ... not good
  44. Baumisch

    Artificial Intelligence

    puh - something is brewing quick ... I can't get this picture out of my head: SRC: The Artificial Intelligence Revolution: Part 1 - Wait But Why
  45. Baumisch

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

    Jusk skipped through this .... Seams unfortunately like representing what green already tweeted - or was there anything new im there ?
  46. Baumisch

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

    At least the browser Tesla has is capable nowadays - I favorited all my Google Apps and they are working great for mail, calendar, news etc .... meet and other video stuff during driving is not supported of course. Web Browser performance from MCU2 to '22 MY was night and day. I still agree -...
  47. Baumisch

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

    And ... we're forgetting Optimus - they were super quick utilizing existing HW and SW stack for the robot. So I hope we're right in Tesla being able to onboard new HW releases and cam/radar combos quite efficiently.