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PREDICTION: FSD will demonstrate Level 4 capabilities on current models, but will not officially be level 4 because of the lack of redundancy of sensors (cameras). Gen 3 will be announced with redundant hardware. P.S: Steer by wire on Cybertruck is a great example of redundancy that is needed...

It's not the first time I see posts on Electrek that are very close to posts in the forum. And unless I missed something, Thailand is not a huge subject at the moment. So I believe your post is the source of this article and you should get some recognition. So I want to say, congrats! your post...

I am one of those who find it very likely to happen in the short term (by short term, I mean within a year). The main reason is that it's all about risk management. If you want to remain competitive in a fast-changing environment, you have to take some risks; waiting for products to hit the...

Ya, the only car compagnies that are 3-5 years away are the ones that will adopt FSD ;) . Smaller OEMs that have no chances of developing autonomous driving might actually move faster to partner with Tesla and give themselves a lead down the road. It's a huge risk for OEMs if they really do...

Quick newbie question, I don't understand the Tesla graph below. From wikipedia, the top computer in the world is 1.6 ExaFlops. In 2024, Is Tesla aiming to be 100x more powerful with 100 Exa-Flops? And if you have 1/3rd of GPus in early2024, are you at 33Exaflops? It doesn't match the top 5 in...

Yap! it feels like they are playing Ouija.

https://www.linkedin.com/pulse/how-much-lithium-li-ion-vehicle-battery-paul-martin/ I wanted to get a rough idea on how much lithium is actually used for patients and for cars: In the link above it says: So…How Much Lithium is in a Lithium Ion EV Battery? The best estimate is around 160 g of...

you had a bet with somoeone that if the car made it there on it’s own they would pay for groceries. It means that FSD can already generate you money. 🤞

Here is my oversimplified view of Tesla and the margins in the EV industry. My understanding from the media of what people think is the current and future situation: The media often assumes that the EV industry is profitable. Tesla's margins will decrease over time due to increased...

At least, everyone agrees that it's unbelievable.

Yes and… To this date, Tesla had to convince institutions and wallstreet to invest into Tsla. Now the focus is switching. Tesla needs to convince Institutions and wallstreet to invest in Infrastructure, supply chain and electrification of large companies This investor day was probably meant...

As a forum reader: I'm really tired of hearing people complain about FSD not being Full self driving, Elon lying, wanting refunds, transfer etc. As an investor: thank you for the 15k$, complain all you want.

I feel the line between Reality, Sci-Fi and Madness will be blurred. Even for us used to his long term vision. Looking forward to it.

OEMS will probably lobby like crazy to move up the msrp of eligible cars for incentives so that tesla can increase back their prices and relieve some price pressure on OEMs.

That’s the beauty of being a Tesla investor and an owner. you can enjoy the current car you own without worrying about future HW upgrages. If they are needed to get true FSD you will have more than enough money to buy it, and if it doesn’t work well it wouldn’t make a difference for you. I...

Becarefull with articles, it’s not always as it seems. He could be a Bull but still buying and want’s to keep pressure down for now. Not saying it’s true, but I never trust anyone commenting on their moves in an article. Only actual trades are relevant info IMO.

If both your comment and your edit is true, then they also know that Tesla will adapt. The IRA is probably designed to say to the OEM, « look we tried, but we just can’t change the rules every time Tesla adapts to the new rules»

I really like your last paragraph. It highlights well why Elon working on multiple companies simultaneously is such a strong advantage. Yes it takes some time to work on all at the same time but it prevents him from having tunnel vision. After the Neuralink presentation, its easy to wonder if...

I think, vision, traction control information, acceleration and deceleration based on speed and power should be enough. AWD might need to be mandatory for full FSD. If I keep it a little on topic, I think the timing of adding multiple cameras will be the step change needed to move to real FSD...

I am somewhat worried of bad press with FSD. I have had my worst experiences with FSD on the latest version and was hoping they would do the wide on V11. First time for me that it accelerated into a stationary vehicule and that I had to stop (at 56cm). it was also going to run a red light (very...

A bunch of people are selling their shares to buy LEAPs, won't this exaggerate the decline?

Created the following poll https://teslamotorsclub.com/tmc/threads/tesla-ownership-poll-car-fsd-energy-stock-reservations.284109/

Quick poll to see what is the overall TMC ownership of Tesla's products

From the info you provided It seems you forgot to press "speed limit" for Set Speed. Hope this works

The bot can be more useful and valuable than Fsd earlier in my view. Fsd needs to solve most edge cases before being autonomous, as the bot can work in a know environment and only need to solve predictable tasks. When i saw him watering the plants I though of a minibot picking strawberries...

When I see Tesla owners I always assume they are also TSLA owners because it seems to go so well together. Obviously this is not true, but it makes me wonder what is the actual %. Any body have any stat? any guess?

I find interesting that Tesla gives access to its patents and lets others use their technology. Sharing the 4680 cell design (or part of it) with other companies is one of the examples that I had trouble understanding. I found this article about sharing patents very interesting...

FSD beta might already be fully autonomous on highways, so maybe we are already at level 3, we just don't know it yet. If Beta can do all of this in city driving, it must be pretty great on highways.

I agree, I don't see any advantage for Tesla and the driver to have an official L3 system (Maybe less nagging for the driver?). Also, people talk a lot about L5, but it's like L3, not a lot of advantages to be L5 vs L4. Even the steering wheel seems to be optional in L4. As long as there is no...

From my point of view, this add is great news. I am looking forward to buying some call options on FSD when I see right. All this propaganda will only increase the compression of the spring. The end result of FSD on financials and timing is in no way impacted by these type of FUD. Thanks to them...

Not sure this is true. The average driver does approx 30miles per day, it's probably best for the mission to share the batteries among as many driver as possible to have the first 30 carbon free.

I'm one of the lucky new FSD beta tester and it's freaking awesome! Super excited to be a Tesla and TSLA owner.

Honestly, it was the only thread where people were pissed off enough. I have been following the FSD launch for many years and trying to time the purchase, so I do feel like an early adopter. But now that I have purchased FSD, I do understand that it's even more frustrating when you actually pay...

No, only two months ago when they announced beta was coming to Canada.

When I purchased FSD, my expectations were pretty low. I knew there would be delays, long delays, smaller wide release, etc. What I don't understand is going from it's supposed to be released yesterday to it's delayed a month or more. It's really unprofessional to annonce delays after the...

After llooking at the results of Lucid, I noticed the Cost of revenue being very high. I checked Rivian and found something similar. I know they sold few cars, but still, not sure it should impact that much. I went back in 2011-2012 for Tesla and Revenue was always higher than COGS. even with...

it's sum of (daily score x daily kilometers) for the last 30 days / total kms during these 30 days. it rounds to the nearest whole number. So you would have to get to 95.001 to get a 100% score. very douable if you got a the 91 on a very short trip. example, if you got 91 on a 5km trip, it...

What do you think is the breakdown of this backlog? Is it mostly auto? this woud be huge. over 5M vehicules?

There is a lot of talk on the forum about Elon selling shares. I'm thinking that maybe his Co-investors in twitter are may also be investors in TSLA and that they might need to sell some of there positions to fund the twitter deal. TSLA being so liquid at these amounts, it’s probably a very...

I don't! In a lot of industries, companies with similar interest have a tendency to work physically close by. Think of silicon valley, car OEMs, Wallstreet, the luxury stores, etc. Talent and wealth of information is really hard to get and keep. By attracting Tesla, Germany is making sure it...

I have talked before about how FSD can be very unpredictable and how it can add value to the stock extremely quickly and at any time. Today, I believe that most assume that the take rate is low and that it will slowly increase over time. However if demand is strong and FSD take rate starts to...

FSD is extremely relevant today, especially for option traders. The market will start pricing in FSD when they start believing it can become a reality one day. This will happen much sooner than FSD actually working perfectly and being approved by regulators. It's very hard to know when and what...

I am thinking of purchasing FSD but don't want it if I won't have FSD beta. I understand there is a lot of criteria to meet (98, delay, miles, etc) but what are the chances I get it if I meet all of these. above 90%, 90 to 50 or like below 50% ? I understand you might not have an exact number...

We shouldn't be too worried with final approval of Berlin or Austin, the date doesn't matter much. The S curve (Ramp) will not move to the right if the approval is delayed (given it's within a couple months). Everything going on inside the factory is what is important for the S curve. A month or...

Regardless how you see it, quadrupling your production numbers in just one month is NOT a good sign for Ford. It either shows that you had no vision one month ago, or that you just used the magic of Excel but that you have no clue on how to actually deliver.

Actually, historically (since2016), you have a 60% chance 😁

The light show was a blast. I told my family that Tesla sent us a gift. It was so amazing to see everyone's face light up. Sooo amazing. The next couple of days will be mindblowing for so many. I'm one of those.

Lol, of course I didn't mean other Tesla's when I said other EVs. I just didn't want to single out one specific brand, just pick the one you hate the most.

Sorry if it was said before when this news came out, but here are my thoughts: GOOD for marketing GOOD for branding as an energy company GOOD for generating revenue for growing the network RISKY for the transition/ramp Tesla is already having difficulties ramping superchargers to meet demand. I...

Actually in the picture, the only thing that is clear is that the bottom of the wiper is fixed and that there will be a rotary motion at that location. However, I believe as per the patent that there will be a mix of rotary and linear actuators to make the blade stay vertical and move right to...