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  1. A

    FSD v12.x (end to end AI)

    Antibiotic lens cleaner
  2. A

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

    Oohh even doubling down on Vision-only, I like it but would be a bit cautious after Tesla had introduced a brand new HD Radar in HW4 but never used it.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This was not a sensor failure, the Waymo detected the pole but had assigned a low damage score to the object and proceeded into it because the pole was within the driveable space and not separated by a hard curb or something along those lines. Here’s the recall report...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    People slam things like LiDAR and sensor fusion as if Tesla has proven the alternative is at all viable for actual robotaxis — they haven’t, but they’ve proven it’s ok for a Level 2 eyes/hands-on ADAS where a human behind the wheel owns liability. I seriously hope August 8th doesn’t reveal a...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And Mercedes of course only has Drive Pilot on their S series, which is very expensive, and Drive Pilot is an additional $2500 on top of the cost of an S Class for a one-year subscription then pricing beyond that is unknown afaik. Teslas approach seems most viable, with using only cameras and...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Good to see the Rivian surge grinding down to something more reasonable
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Locking things out doesn’t mean they can’t technically handle them in most cases, it’s indicative of work and diligence on their part with a hint of greater risk mitigation. Autopilot has the same limitation, but you can only find it by looking at the plethora disclaimers in the manual because...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Moat would be something to consider in this and assign some value to in terms of how much Tesla could have in the autonomy space. Most would probably say NVIDIA has a lot of moat in the AI space in that it’s difficult for others to catch up and compete on the same level because of the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I honestly don’t even know what type of real analysis Ark does on their holdings and with their price targets in terms of looking at real-world limitations or realities. Reading through their stuff, it kinda sounds like they just put some data together and sandwich it between two pieces of...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It’s almost hard to imagine but the auto industry absolutely dwarves phones and things like chips in terms of sales and revenue, profits are a different story but auto revenue is absolutely massive and I think that is something to consider when talking these comparisons and how it affects...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Rimac has ownership and other ties with Volkswagen so I wouldn’t count them out of volume manufacturing, VW has their umbrella over so many of these brands. The ties with VW are probably a driver for involvement with Mobileye as those two have already been partnered for some time and expansion...
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    Rimac Robotaxi! Bugatti CEO’s ‘Verne’ Ready To Take On Tesla

    Vision-only Level 2 is easy, Vision-only Level 4 isn’t happening. - Future Elon Musk probably
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    At least $1b of the $5b sounds like straight up share dilution through a convertible note right? Don’t know about the other $4b. According to Gary there was never any risk of them going under. Doesn’t make sense to me
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I’d expect the after hours reaction on Rivian to fade tomorrow, who knows what the stock market will do of course but The stock being up $5b in market cap on a $5b investment w/ dilution and joint venture, I don’t know if that makes much sense
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It’s possible that more than 11,688 Cybertrucks have been produced but after #11,688 they switched from the problematic motor to a mini version of Optimus under the hood watching for rain and turning a little hand crank attached to the wiper.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I have to imagine that Elon and Cathie are in direct communication at least semi-regularly
  17. A

    FSD v12.x (end to end AI)

    I think most people would be fine with doing the limit if they could stop paying attention to what the vehicle is doing during that time, the push to speed would be reduced with the burden of the drive. I just don’t know how they’d get around a moose or deer or whatever flying out of the tree...
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    FSD v12.x (end to end AI)

    Driver monitoring with L3 to ensure the driver is ready to take over when prompted within the time allotted speaks to challenges inherent in the technology and concept IMO, not specific to Mercedes or any other suite but in general. That being the case with Mercedes in a Traffic Jam Assist could...
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    FSD v12.x (end to end AI)

    Tesla should bundle FSD with a Neuralink setup that keeps your adrenal glands running at full tilt in the event FSD misbehaves
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It looks like Ford is probably using Mobileye based on previous press releases and such https://www.mobileye.com/news/mobileye-ces-2022-partner-news/
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    FSD v12.x (end to end AI)

    People tend to think of organizations like the NHTSA as slow, technologically unsavvy, full of red tape etc etc so it seems like a bit of a stretch to believe they’d react at the level of detail here talking different version numbers or even which module was active when dealing with something...
  22. A

    FSD v12.x (end to end AI)

    I refuse to believe anyone has basic AP now after all the free trials and such, everyone is surely at least subscribed to FSD. Do basic AP and FSD have different driver monitoring processes? I haven’t kept up enough to know if the reduction in wheel torque was limited to just FSD.
  23. A

    FSD v12.x (end to end AI)

    https://sfist.com/2024/06/18/tesla-in-full-self-driving-mode-goes-plowing-into-police-car/ West Orangethorpe Ave and Courtney Ave would be City Streets from what I can tell on Google, Orangethrope is a big road but don’t think it’s highway and it’s definitely not controlled access. This is...
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    FSD v12.x (end to end AI)

    There was a news article last week about a vehicle in California running into a pulled over police cruiser while FSD was operating, though I imagine that has been mentioned in this thread along with the speculation that may be the reason the rollout halted. The driver said they were on their...
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    FSD v12.x (end to end AI)

    FSD will probably need the ability to specifically avoid highways because I doubt Tesla will be taking liability for what a Robotaxi is doing at 80mph if/when they take liability for city streets autonomy.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That’s an asstronaut, similar but different
  27. A

    FSD v12.x (end to end AI)

    I don’t think it’ll even be a suggestion because they won’t put the onus on robotaxi passengers, it would need to be automatic and there would need to be checks in place to ensure they’re always good to go before even picking up passengers otherwise it would be a huge liability to operate with...
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    FSD v12.x (end to end AI)

    Gonna go off on a tangent here about how people almost certainly shouldn’t focus much on camera calibration. FSD is everything to Tesla now, the key to Tesla reaching many many trillions of dollars in valuation will not hinge upon needing to hit an extra button in some menu. If camera...
  29. A

    FSD v12.x (end to end AI)

    Feels like there is an alternate reality or something going on here, I come to a full stop 100% of the time at stop signs etc and it has never been in issue in my decades of driving. People don’t honk or anything, and everyone around me also seems to be doing full stops. Predictability is key...
  30. A

    FSD v12.x (end to end AI)

    The NHTSA’s attention was caught by people submitting complaints, the organization itself is largely reactionary and relies heavily on owner/user complaints. Some people didn’t like that the system was doing illegal things while they were responsible for what it was doing, maybe some were...
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    What to make of Elon saying FS will finish soon and non-FS will start production in 3Q?

    The F series is #1 but the premium trims are not the bulk of that, a huge chunk of F series sales will be fleet and basic XLTs and such with the #s decreasing as you move up the price spectrum. I see the AWD CT coming down to at least $60k if Tesla wants to move anywhere near 250,000 units per...
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    What to make of Elon saying FS will finish soon and non-FS will start production in 3Q?

    Your pool of customers decreases as price increases, don’t worry I’m sure we’ll hear some words from Elon in the near future to this effect and how they need to bring the price down to move all the trucks.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    On the topic, Rosalie Nathans (who appears to be a senior manager at Tesla) posted some kind of a demo video of Tesla operating a Robotaxi — however it’s unclear whether this is showing human-driven ride hailing or actual autonomy. Not sure if this link will work but if not you can find the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Owning a Model S, X, or Cybertruck changes the equation here just because those vehicles are so much more expensive. People buying sports cars, sports trucks, or fancier SUVs are more likely to have the finances to support something like FSD and the cost makes more sense when the original cost...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If that does come to fruition, I’m sure we’ll see it in the quarterly financials. However considering that Elon is always harping on about price being the #1 barrier for people who want but don’t have Teslas, I’m dubious that a $100/month software option will be a big generator across the fleet...
  36. A

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

    All these data, numbers, graphs etc are cool and everything but have you heard that FSD v12.4 will reduce an unknown number of interventions per mile by a factor of 5-10x? When that unknown future number is realized, it will be far better than the number we presently don’t know.
  37. A

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

    Tesla needs to worry about accident rates for the company’s own self-preservation lol much less anything else But somewhere between 2-52 weeks after whenever the question is asked.
  38. A

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

    I have a hard time giving these list much credence without understanding a lot more about how exactly the numbers are derived. Last year Tesla had 4 out of the top 5 spots, and this year the top spots are much more diverse — so what changed? Cars.com mentions changes to workforce calculations...
  39. A

    Has anyone realized how profoundly FSD will disrupt Real Estate?

    Tire wear and tear and energy usage would be atrocious but governments would also introduce new taxes and fees if people were actually doing this, not only because road maintenance costs would increase but to replace lost property tax revenues. Why wouldn’t you just buy an RV and set up shop...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    One thing I don’t understand and especially since Elon has talked about this before: in a world where actual AI and plethora humanoid robots exist, “the economy” begins losing meaning and likely currency begins losing meaning so it begs asking why a dollar valuation matters at that point. If we...
  41. A

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

    Wow Elon is also describing remoting into cars when they’re stuck like Waymo
  42. A

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

    Wow Elon actually said V12 Unsupervised
  43. A

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

    Hardware 3 will definitely still do amazing things right guys SAE Level 4-5, fully Robotaxi-type amazing things right
  44. A

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

    I can’t tell if Elon is talking about the cars actually operating autonomously or AirBNBing is adding your car to the fleet and someone comes by to use your car while you’re out of town
  45. A

    FSD v12.x (end to end AI)

    I don’t think this is the same limitation, and Tesla wouldn’t have the same limitations to the same extent if the cameras were different and positioned differently.
  46. A

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

    Director terms reduced to 1 year and simple majority voting both won against the Board’s recommendations?
  47. A

    FSD v12.x (end to end AI)

    Both of the posts you linked are full of replies saying people have had no problems with sunglasses — is there something from Supercruise or Blue Cruise that say sunglasses can’t be worn while using the system? They shouldn’t.
  48. A

    FSD v12.x (end to end AI)

    The role of the camera of course evolved because actual robotaxis have not been realized, and I doubt Elon is happy about being here all these years later and the users are just glad it can be used to make the nags a bit less onerous. The cabin camera requirements (no sunglasses, limited...