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  1. Tommy O

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

    F it. No one reads the other dedicated threads that get zero activity per day on average. Here's the post I was talking about upthread. I find it hard to believe anyone being honest and thinking clearly can argue with the following: Overturning Musk's pay package might hurt future votes, even...
  2. Tommy O

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

    I come back after months absence, post, and see the mods are already aiming their nukes at the most important, ONGOING issue. I've deleted and reposted here: Elon Compensation Package I'm not even sure that's the thread the mod is referring to. I've been keeping up here.
  3. Tommy O

    Elon Compensation Package

    I find it hard to believe anyone being honest and thinking clearly can argue with the following: Overturning Musk's pay package might hurt future votes, even from supporters. They might think he already delivered and deserves no further pay. The judge did not understand the distinction...
  4. Tommy O

    HW4 & HW5 Discussion

    No, I don't think they need to learn that at all before speculating. Yea, diffusion models denoise to get something a human can look at and understand. Yea, if you could put one gigantic block across 1.3mp in a single RGB value and denoise it, that would take less compute. Putting my neck out...
  5. Tommy O

    HW4 & HW5 Discussion

    Some great commentary here about the V12 stream. I wish some of the authorities (posters here) on domains relative to autonomous driving would speak up a little bit more, though. Maybe I can summon you by posting wrong information, because I'm someone who is wrong and I am posting on the...
  6. Tommy O

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

    Stuff’s going to get really weird. I don’t think traditional investment strategies are going to work well in the near future. Why? I recently was directly assigned to be “person who follows AI tools” at my job, paraphrasing. My group is now outcompeting our colleagues/coworkers simply...
  7. Tommy O

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

    Fair enough. If you had said that in your post, i would have had a different response. Thanks for clarifying. That said, they talked about price changes for automotive on a weekly basis on Q1 2022 earnings call. Sounds like they’re quite nimble and don’t just go off of Elon’s off the cuff...
  8. Tommy O

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

    Not saying he’s wrong, but I am saying he’s someone I pay precisely zero attention to because he’s overcome by emotion and although 500 IQ points higher than me believes things that aren’t true because he will say anything to support his own “team.” Krugman admits he was wrong on inflation...
  9. Tommy O

    Off topic galore

    Straw man me some more.
  10. Tommy O

    Off topic galore

    Meritocracy is a failure, the state (robots) can just take over supply and demand. These are both things written by the same poster. If you do not understand how this is communism, I am envious of your naïveté.
  11. Tommy O

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

    The job market is inefficient, that’s for sure. But to go 180 degrees in the opposite direction because of this is the wrong answer. My controls theory text opened with the obvious point that communism fails because of poor feedback about supply and demand in such a system. Eliminate...
  12. Tommy O

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

    What’s the point of constantly showing your allegiances to certain (mostly American) ideologies in the investor thread. What reward do you get from this and how do I get in on it.
  13. Tommy O

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

    Thanks for reminding me to order touch up paint for our Y. Tesla has invented an amazing technology that allows us men to be far less likely to order the wrong paint. If you use the app, any paint selection that doesn’t match a vehicle in your account brings up a little warning. Even so, I...
  14. Tommy O

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

    You have a peculiar habit of attacking people in the tesla community on this thread while no one else is talking about them. You like to talk about how you’re retired (that’s not a big brag here) and just having fun (trolling). You talk about how Reddit has trash arguments (actually agree with...
  15. Tommy O

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

    Possible, but they'll get lobbied heavily. Legacy needs the consumer credits.
  16. Tommy O

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

    Baglino spoke about sodium ion batteries last year at Stanford. Jeff Dahn also urged looking to new chemistries (specifically sodium ion) in a recent talk. Tesla buys tons of batteries from CATL. Sodium ion batteries are best suited for stationary storage. What the HECK are you talking about?
  17. Tommy O

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

    wait, I thought you were Canadian. How do you know what a Wawa is???
  18. Tommy O

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

    Yeah he was previously high up in Shanghai politics. I don’t remember if I posted here about it or just talked in private chat, but the Shanghai clique was elevated last year by Xi’s will. I don’t know how positive it is for tesla, but certainly seems like it’s a good thing for the business.
  19. Tommy O

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

    Friend in China has told me Elon is scheduled to meet with Li Qiang, China’s new premier. Sounds like local news/social media there are talking about it.
  20. Tommy O

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

    There’s zero chance Elon isn’t aware of how important solving these types of problems are but there’s very little publicly known that they’ve been working on it. All I know about is a rumor that Tesla bought an NLP training corpus last year, but that’s a rumor. Maybe Dojo is in part planned for...
  21. Tommy O

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

    Zheng seems to have inside sources. He also posted this, a comparison of two photos. The chinese says the first (shorter vehicle) is from the product page and the second is from the investor day powerpoint. Guess it's an overlay anchored on the wheels to get a possibly accurate comparison:
  22. Tommy O

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

    Absolutely. But this tweet from Martin lends credibility: He even pinned it.
  23. Tommy O

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

    Do note that campbell talked about how they designed e-mag sim software...before he revealed no rare-earths in their new motors.
  24. Tommy O

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

    Didn't know that was something a human could do...
  25. Tommy O

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

    Please just buy a tesla and at least do the $200/mo sub for FSD beta so we can stop getting these asinine reaction posts. There is a LOT to legitimately complain about, but it is the most aggravating thing in the universe for people who do not own the product to make complaints about it.
  26. Tommy O

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

    No one knows. I'm getting messages from people who get paid to know what's going to happen and it sounds like a little bit of chaos. Could be fine, could be a disaster. Would love to be a fly on the wall at one of these big institutions. Don't panic.
  27. Tommy O

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

    Comedy is illegal on TMC. Two weeks should do it, sir. Thank you.
  28. Tommy O

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

    I measured it out for my garage. Barely fits. But that’s not a problem. Going to park it on my boss’s front lawn.
  29. Tommy O

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

    I found a link that gets around the paywall: FT Elon Interview Oct 2022 Edit: worth a read and again thanks for sharing this @AndrewZ
  30. Tommy O

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

    Paywalled. But thank you for the link. I wasn’t aware of him making such direct comments on this topic. Can you provide any key quotes? I’m very interested.
  31. Tommy O

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

    He does? Can you provide a reference?
  32. Tommy O

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

    You keep grading your own test. Who was saying 11.3 was going to “save” something? And shouldn’t tesla be focused on perception?? *DOUMA isn’t an influencer. He’s been a guest a lot on Dave Lee’s thing. Do you have some specific reason you’re obsessed with him? I can’t remember anyone bringing...
  33. Tommy O

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

    Charlatan? Maybe, but you can look up all of his patents. Hint: his first name is not James. And as far as I can remember, adding radar back was something he said was a possibility. But why are you victory lapping? Can you link what you’re seeing about HW4 that makes you so confident you were...
  34. Tommy O

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

    insurance, battery production, hardware for ai compute all have the same goals for tesla. and they're now clearer than ever after today's report: if you don't do it, we will, because you're charging too much for what you have to offer without the performance we want. best of luck to the...
  35. Tommy O

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

    It's a year+ old but worth watching again. The English subtitles are high quality translation and accurate. Tom Zhu, in this video, is another person to add to the list who calls out how smart Elon is: "Extremely forward thinking...smartest in the world..." Edit: Fuqua interview with Tom Zhu...
  36. Tommy O

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

    Yes, of course. What the heck did you think I meant? Although, decreasing their prices to the point that their backlog fills up and nukes the sales of the competition would also be super funny and cool.
  37. Tommy O

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

    I hope they go cutthroat and cut prices to absolutely annihilate the competition in the US. It's time they pay for dragging their feet and spreading lies for so long.
  38. Tommy O

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

    EXACTLY. This meme that Tesla and TSLA will benefit from a new CEO needs to die immediately. It's radioactive.
  39. Tommy O

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

    Umm, @Discoducky got to see Elon solve complex engineering problems that TEAMS of people couldn’t figure out. Tom Mueller said he really does know rockets as well as the best. Sandy Munro said he got to attend a spacex design review and Elon not only did mental calculations in his head on the...
  40. Tommy O

    Off topic galore

    I have no idea what you're going on about. I get hurricaned badly, regularly. It's been happening forever where I live. Can you please just DM me or something? Or talk to chatGPT? I'll happily go silent again for a couple months if that'll help the thread get back on track, but I was naively...
  41. Tommy O

    Off topic galore

    These appear to be local govt incentives but I'm not easily finding them from official Chinese sources. Anyone have a link to the original documents in Chinese for these incentives?
  42. Tommy O

    Off topic galore

    Yeah, still not with you. I have a suggestion that might help moderate things so I can go back to mostly just reading and not posting. If you want to talk about things not *very immediately directly related to TSLA or Tesla* you can just DM me. I like to chat! Or:Talk to some computers
  43. Tommy O

    Who will be the new TWTR CEO?

    Wild guess: IF Lex becomes CEO, he doesn't last 3 months before stepping down or getting fired. No opinion on Sacks.
  44. Tommy O

    Off topic galore

    With you. Not with you. As someone who regularly gets absolutely slammed by devastating natural disasters because of where I live, I have no idea what this has to do with mass migrations, which I assume you mean to be from Central America into the US (I have to assume, because you didn't...
  45. Tommy O

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

    It's not one thing. I have my own opinion on a PR department (won't help), but I'm open to hearing other reasons why it might. The acerbic tone of so many posts are not conducive to productive discussion. Tit-for-tat arguments that carry out over pages and pages also aren't helpful. On top of...
  46. Tommy O

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

    You people are eating each other alive and no one is learning anything.
  47. Tommy O

    Snippiness 2.0

    Nice to know you do! Hope you get your rocks nice and ordered, and learn to count. Best of luck! P.S. 2 comes after 1, and 3 comes after 2.
  48. Tommy O

    Snippiness 2.0

    You first. You can start with this:
  49. Tommy O

    Snippiness 2.0

    you have the shallowest of self-awareness.