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  1. ToTheStars

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

    It's news from yesterday, but I don't recall seeing it here yet: https://www.reuters.com/world/us/fords-first-quarter-adjusted-profit-falls-2024-04-24/ Ford is in trouble.
  2. ToTheStars

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

    I don't recall this being posted before, apologies if it has been. https://fordauthority.com/2024/04/ford-mustang-mach-e-using-bluecruise-at-time-of-crash-ntsb/ Refreshingly, it appears not only Tesla makes the news with their ADAS software.
  3. ToTheStars

    Poll: What will be the biggest 8/8 event headline?

    For a few years we've already had nothing spectacular at events or reveals like this. Just how I like it. Elon plans an event of something with the idea of just showing it. Then we all extremely hype it up to the maximun. And then when the event takes place, it's exactly the thing Elon told us...
  4. ToTheStars

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

    I can't seem to find the post or the account. Has it been removed/closed?
  5. ToTheStars

    Highland - EDD and deliveries

    Delivery scheduled for 13-12.
  6. ToTheStars

    Highland - EDD and deliveries

    Changed: 30-11 to 08-12
  7. ToTheStars

    Highland - EDD and deliveries

    My EDD has been 21-11 to 05-12 for a while now. Order date 01-09.
  8. ToTheStars

    Project Highland (Model 3 redesign)

    Ik ben heel benieuwd of de Highland FSD hardware 4 bevat. Veel plezier met ophalen!
  9. ToTheStars

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

    The owner of the Model 3 Highland says he noticed a red shimmer on the cameras and concludes it must be HW4. The latest news I read was that "HW3.5" would be installed on the Highland, whatever that means. How to find out which HW version actually is installed in Highland? If it's HW3.5, would...
  10. ToTheStars

    Project Highland (Model 3 redesign)

    Leuk! Wanneer heb je besteld?
  11. ToTheStars

    Project Highland (Investor impact etc.)

    Spotted the refresh Model 3 on my way to work. The car wrapped up in front and back . Very cool and sleek looking. Sep 20, 2023 Why would they still wrap it now?
  12. ToTheStars

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

    For me, this does not hold. If I'm working on my own, the velocity is very high, but do I go in the right direction? When I work together with at least one other engineer, we now have two pairs of eyes to look at the same problem, and the second pair of eyes will definitely point out some flaws...
  13. ToTheStars

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

    I completely agree. It looks like Gall's Law "A complex system that works is invariably found to have evolved from a simple system that worked. A complex system designed from scratch never works and cannot be patched up to make it work. You have to start over with a working simple system."
  14. ToTheStars

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

    I agree with you and I think it even means wealth and abundance for everyone. Have you read this story? https://marshallbrain.com/manna1 If not: have fun and let me know how this compares to your views. P.S. It's quite a lenghty story, but I think it's worth the time investment.
  15. ToTheStars

    Project Highland (Investor impact etc.)

    The guide does not mention a front bumper camera. I know Tesla moves quickly, so the guide may be out of date quickly as well.
  16. ToTheStars

    Project Highland (Investor impact etc.)

    I might have missed it, but do we already know if the rumoured HW 3.5 in the Model 3H can be upgraded to HW 4 later?
  17. ToTheStars

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

    I respectfully disagree. If they are rational they know they made an agreement between a buyer and a seller for the car for a certain price. You buy a Tesla to drive in it right? Not as an investment.
  18. ToTheStars

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

    The only thing that worries me about stalkless is roundabouts. In The Netherlands I'm required to use a turn signal when leaving the roundabout. It will be quite hard to figure out which button to press if the wheel is upside down. Does anyone have experience with roundabouts and stalkless turn...
  19. ToTheStars

    HW4 & HW5 Discussion

    That image is wonderful, what is the source?
  20. ToTheStars

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

    The problem is not reading the sign. The problem are the rules or even the road design. If the area around schools is designed to be safe for pedestrians, you don't need rules and signs like this. If they can't change the road, go for the safe option and limit the speed to 25 at all times.
  21. ToTheStars

    Project Highland (Investor impact etc.)

    I would like to trust this source, but it also mentions this: "Keep an eye out for the debut in June!". What do they mean?
  22. ToTheStars

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

    I get where you're coming from. If the 300k lines of C++ would be replaced with some other Software 1.0* code, I would agree. But because it's replaced with neutral nets, things could turn out quite differently. *Source: https://karpathy.medium.com/software-2-0-a64152b37c35
  23. ToTheStars

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

    On the shortage of GPUs for training machine learning models: https://gpus.llm-utils.org/nvidia-h100-gpus-supply-and-demand/ When did Tesla start working on Dojo? Wikipedia says it was first mentioned in April 2019. That's 4 years ago already. It's like some people at Tesla are really good in...
  24. ToTheStars

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

    Today is the first time I've seen a Hyundai Ioniq 6 (2023 edition). It looks like a nice sedan with an Asian touch to it. Very nice, I hope the Highland Model 3 incorporates the good parts from the design. Then I compared the interior and specifications to the current Model 3 and they looked...
  25. ToTheStars

    Project Highland (Investor impact etc.)

    Me neither. Anecdotal evidence: myself, I'm waiting for Highland to buy a Model 3. I'm from Europe and the Model Y is just too big for my taste. I like it that Tesla is creating a refresh of the Model 3. This way they get experience in creating another smaller model (Highland) and they can use...
  26. ToTheStars

    Project Highland (Investor impact etc.)

    What does ambient light in a car mean?
  27. ToTheStars

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

    Great find, watching it live right now!
  28. ToTheStars

    Project Highland (Investor impact etc.)

    Original text: I wonder if the HW3 stock is running out soon and if it means Highland will be there soon.
  29. ToTheStars

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

    I like your contrarian view, but I don't like the way you bring it, therefore I gave you a dislike.
  30. ToTheStars

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

    Great question. How I like to think about it is that when FSD is 10x safer than a human driver, there will be 10x less accidents. Note that this is from the perspective of one car being 10x safer. If both hypothetical cars are 10x safer, does that make those cars together 100x safer? So 100x...
  31. ToTheStars

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

    This is a big one. I'm banned from using ChatGPT or outside services at my organisation to prevent source code and data going out of the network. The creation and maintenance of private LLMs will be a business on its own I guess.
  32. ToTheStars

    The Bank of Tesla?

    We are not trusting ChatGPT as a source right... I think anyone should delete their Tweet if they found out the content they listed has ChatGPT as source.
  33. ToTheStars

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

    Okay, thank you! Let's see what 11.3 brings us.
  34. ToTheStars

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

    Where does it say fsd beta 11.3? I just see software version 2022.45.10.
  35. ToTheStars

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

    10 minutes maybe, 20 minutes definitely.
  36. ToTheStars

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

    Rivian Q4 numbers (pdf) "We generated negative gross profit of $(1,000) million for the fourth quarter 2022. For fiscal year 2022, we generated negative gross profit of $(3,123) million. Gross profit for the fourth quarter 2022 was impacted by a lower of cost or net realizable value (“LCNRV”)...
  37. ToTheStars

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

    Regarding the city cars. I hope the cybertruck is a success and it will evolve in a design for the small car. Maybe like these examples:
  38. ToTheStars

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

    Thanks, this had me laughing out loud :D
  39. ToTheStars

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

    Does this number take stock splits into account?
  40. ToTheStars

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

    I was surfing on the web when I encountered this article (with clickbaity headline). At first I started reading fearfully, but when I saw the bottom(!) of the chart, I realised why I'm in this thread again. https://www.axios.com/2022/03/04/the-cold-hard-truth-about-electric-vehicles-in-winter
  41. ToTheStars

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

    I wonder if the new production lines will include the same single castings for the front and the back for the Model 3, like the Model Y already has.
  42. ToTheStars

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

    The truth lies in the eye of the beholder. I look at the message, take into account the images and ignore most of the words. This way, his predictions look quite accurate. What do you think?
  43. ToTheStars

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

    Earlier, a news item mentioned the factory would be built for the "assembly of cargo trucks". So who knows what that means. Semi? Van? Or was it all speculation?
  44. ToTheStars

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

    Fantastic. FSD v12 rollout at 12-12-2022 12:12 confirmed?
  45. ToTheStars

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

    With like 8 million (!) shares traded in the final minute?! @Papafox is this a record?
  46. ToTheStars

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

    Isn't it 50% YoY growth for the next several years?
  47. ToTheStars

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

    Thank you. I read this post yesterday and it kept my mind busy. Today I decided to nominate it for the Posts of Particular Merit. Fortunately, someone else beat me to it. Thanks for that as well!