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That's actually a very interesting question--- we've discussed it in the thread a few times but it's all just speculation... Inductive has the obvious advantage of not needing anyone to physically do anything with a cord... but the drawbacks of needing to retrofit tens of thousands of...

But we've repeatedly been told Teslas system is intended to work great without maps. It's one of the fundamental things people cite about why they'll beat Waymo once they actually have >L2 vehicles. And the localization issue with end to end is having sufficient training data on how local good...

Was reported at least a week earlier.... and yeah it's just a license for 10 test vehicles, so nothing to get too excited about yet (also remains unclear how well/quickly FSD will localize in China given the previous data and processing constraints Tesla had been under).

Yes- the one who originally starting the topic and to whom I first replied to point out why removing the 300k lines of code doesn't free up any equivalent headroom because that code and the NN code are running on different cores. You seem to be ignoring the actual thing originally raised in...

Then what do you think this meant, which was the original post that spawned this discussion?

My apologies for not being specific enough. Change it to "the ARM cores on the SoC are not where the NNs are running so freeing up space by reducing C code doesn't magically create a bunch more processing power the NNs (which run on the TPU cores on the SoC) can use." As I suggested there's...

I'm not dude. It's just you keep saying untrue things. My post is here: Your reply to my post- directly quoting said post is here: This is what you said- and it's factually untrue. Those were NOT lost sales because none of those cars were for sale during Q1. Production had JUST BEGIN...

Nope. The Model 3 Performance wasn't even announced as orderable until Q2. Here's the story you seem to be talking about: https://driveteslacanada.ca/news/new-tesla-model-3-performance-batch-awaits-export-at-shanghai-port/ It shows the 3P, which again was not even available to order yet...

You are conflating "chip" with 'board' The resources "freed up" by not using 300k lines of C code are mostly cycles on the ARM cores. The end to end NNs run on the NN accelerators. Again there's probably some "savings" from reduced traffic between them, and some memory savings, but it's not...

Errr. on the car side it's far from a sure thing we'll see any growth at all on volume-- Through 1H 2024 we're at 829,766 deliveries. 2023 1H was 889,015 deliveries. A gap of almost 70,000 cars. On the production side 1H 2023 was 920,508, versus 1H 2024 at 844,202. So they've reduced...

The C code and the NNs run on different chips though. There's SOME shared resources, but not nearly as much as it sounds from throwing that 300k lines of code bit out there. It wasn't dead- they still delivered 387k cars--- but it was factually lower than in the past, even for historically...

That also seems more a "less bad than feared" story though as it's still down YoY, rather than a good one that'd have growth in it. Not to mention overall China is down significantly at wholesale- https://www.teslarati.com/tesla-china-71007-vehicles-wholesale-june-2024/ For all of Q2 Tesla...

The word "once" is doing a lot of work in that sentence.

No, that's moving goalposts. Your original claim was Again- what's happening here is not that demand is suddenly surging to outpace supply it's that Tesla cut supply significantly to account for softer demand. Only because they slashed production in Q2 They produced nearly 70,000 fewer...

Production was only 410,831--- versus 479,700 in Q2 of 2023. Demand did not rise to meet supply, supply was cut to meet demand. (and loan rates were bought down and other promos as well to make that happen- all of which have a cost). That's a smart business move, but does not, at all, change...

Training to fix the cheat he found at the end of the video will surely require at least HW6.

I'm holding on to it because it still works flawlessly, is fully paid for, still has a couple years of warranty left on it, and I don't see anything especially compelling, personally, in the refreshed version of it. Certainly some QOL improvements, but nothing compelling enough to throw what...

AFAIK FSD stays with the car as long as it is never sold bac to Tesla, so any obligation Tesla has to a car that bought FSD would likewise convey to the new owner. Similar to how free lifetime supercharging on the oldest Teslas convey with the car... (the later FUSC instead had specific terms...

AFAIK Tesla has not officially announced >L2 software being available at all--- let alone officially announcing it won't be available to those on older HW---- and doing that would be the basis of any such suit. Until then it remains a promise Tesla might still fulfil in any number of ways...

I was. Literally everyone who bought FSD prior to roughly March 2019 was explicitly promised at minimum L4 operation (arguably L5 but I think they could legally get away with 4 that has a wide ODD satisfying the promise) That's ignoring the numerous times Elon said, during public presentations...

Ok- but first the post I was replying to speculated actual RT would require HW5... and second it doesn't matter if the MSRP changed, if Tesla "owes" <HW5 buyers robotaxis but can't deliver it on older HW they're on the hook for whatever makes those folks whole. Again this will be dwarfed by...

Agreed in general, but it does leave Tesla with a notable liability to existing owners whose cars can't be upgraded but were told they'd have self driving cars they could use as RTs. it's dwarfed by the revenue Tesla would see from actually having working generalized RTs of course but it's...

...what? The buttonwood agreement (founding doc of the NYSE for those unaware) was just was a simple agreement among 24 stockbrokers in NY. It didn't have anything to do with the oversight or governance of the NYSE itself beyond these 2 specific things-- brokers would only deal with each...

The guy who got Elons pay package thrown out only had 9 shares. If you were allowed to be immune to lawsuits if you only do a LITTLE fraud to a LOT of people there'd be a lot more fraud. NOTE: I'm not agreeing there even WAS fraud in this case-- but the principle of why you can sue even if the...

That was actually an entirely different case, though decided in the same week as the Chevron one. The overturning Chevron case was Loper Bright Enterprises v. Raimondo. The SEC impacting one was SEC v. Jarkesy- it was a case about the 7th amendment- specific the right to a trial by jury of...

FWIW Troys final Q2 P&D estimate is in, production is way higher than you were hoping for

Troys final Q2 P&D estimate is in, 416,823 production, 423,000 deliveries... FWIW the 423k BTW would be down a bit over 9% YoY for Q2, and the largest YoY delivery decline ever.

I'm....not entirely in agreement with the reading here... Chevron essentially said when a law is unclear the courts must by default defer to the agency's way of reading it---ie If it could go either way the agency is presumed to have the correct reading since they're the 'experts' on the...

Elon announced an intended date, That date has passed and no new one has been announced. delayed indefinitely-- since the length of the delay remains unknown to the same group who previously had been given a specific target date, is factually accurate not any sort of assumption at all...

Presumably because it has missed it's original stated wide release date and no new one has been provided? That's literally what indefinitely means so I don't know why you wouldn't think that? Did you watch AIDrivers video where it shows 12.4 performing worse than 12.3 and requiring more...

FWIW I just rolled the -$197.50CCs I'd opened for a second time this week to -$200CCs for 7/12 at $4 net credit, premiums just looked a lot better 2 weeks out than 1- will look to close on the pullback dl003 is talking about

Correct-- it was not the only reason for the verdict, but it was a very important one. Teslas arguments regarding the revote will be that negating that aspect of the original decision means there's not enough other reasons left, legally, to justify wholesale tossing of the comp package...

What Ford has said is they have L3 working "pretty regularly" on a prototype vehicle that is too expensive (thusfar) to actually deploy to consumers. That's not at all hard to believe. Load up with expensive sensors and L3 that usually works is entirely doable without any magic. Mercedes has...

FSD is not actually available on the Cybertruck though. I mean, you can pay for the FSD option if you want, but it doesn't actually exist on the vehicle right now-- Not even basic Autopilot does. So no, it's NOT currently capable of both, Last word from Elon was this would come with 12.5...

I quoted you using em man. Twice. You also wrongly picked comparing one only two years into production to one 11 years into it. And also got the amazon thing entirely wrong. And tried to use the fact they're still doing cap raises (despite Tesla doing them even further away in years from...

Because you literally used them? I then corrected you by not only being off by 10x, but being wrong about them not delivering (and continuing to deliver) to Amazon and that Tesla did cap raises for over 17 years post-founding, while Rivian is only at 15 years post founding right now so the...

I mean- I think I was pretty clear Tesla did a lot better on many metrics in their early years--- and were a fundamentally much heathier company overall then and now- I was just pointing out they didn't on the specific metrics that were being cited (time to first 50k deliveries, and for how many...

Quite the opposite- because they do have comparably capable tech-- factually so as it's currently, actively, available and in use everywhere in China just as FSD is everywhere in the US- that opinion has enough value to be worth mentioning here. Hopefully Tesla eventually gets wide approval...

Is it? FWIW I agree with you- but when folks previously mentioned here Xpeng offers "works anywhere in the country" L2 city streets software- the country being China rather than the US, in reply to others claiming nobody has anything remotely close to FSD anywhere, the response was largely to...

You're not the boss of triangles! (sorry, I'm behind on sleep...)

I agree it's accurate, it's still more characters than the equally accurate P3D- though. (and technically you can tell by looking at certain things on the display if you've got access to it)

But this is only 2 years into ownership. Anything that was NEEDED would be covered, for free to customer, under warranty. Even to your example, Lexus replaced my fob batteries free for the 4 years the car was in warranty. After that I just did it myself, and for a lot less than $12 per battery.

I agree stationary storage is a significant growing part of their business- but generation (solar) has been hilariously awful for years now with massive declines in MW of deployment from the early years. It was over 200 MW a quarter back in Q4 2016. 5 years later in Q4 2021 it was below 100 MW...

Actually a touch curious-- if you say you're eligible does Tesla require you to do the POS credit transfer with them? Because the IRS doesn't-- it's an option- and while it's typically the measurably better option you could still choose to instead take the credit when you file after Dec 31...

Pop took a bit longer this morning, but sold buncha 6/28 CCs just now-- for bit less than I got on yesterdays pop, but still 2x what I BTCed em for yesterday afternoon.... some -195 and some -197.50

Statistically, 99% of everyones personal vehicle driving is within 100 miles of their house. Regardless of when they adopted what. I guess... but I'd at least be stopping for a drink or to use a restroom on a 4-5 hour drive--- and I'd be able to add significantly more charge than I needed to...

They can offer different terms at different times--- free unlimited supercharging used to stay with the car from one owner to another, for years (and still does for those oldest cars)-- and then it didn't for new buyers after a certain point.... IIRC they even allowed transfer of this (but it...

I agree it's a digression, but the average American drives around 40 miles a day. 250 miles real world is plenty for like 99% of driving days for "the general public" And a 10-15 minute (not 25 minute) supercharger stop adds another 150-180 miles back on-- meaning you're talking ~400+ miles...

Or--- as actually happened-- this was him exercising options (under a pre-planned 10b5-1 plan BTW) then selling them (certainly in part for tax reasons). Form 4 showing that here: https://www.secform4.com/filings/1543151/0001562180-24-005207.htm Code M in the first table 1 line means "Exercise...

You don't seem to be using the word straw man correctly here. I literally point out in the post you're quoting that Tesla does that work at your house if you're in a ranger area, rather than having to travel to the dealer. Not everyone has ranger service available of course- and you're free...