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  1. WarpedOne

    Munro Associates Review of 2024 Model 3

    Imagine the outcry when the wheel gets the stalks treatment ... :))))))))))))))))
  2. WarpedOne

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

    Judges are not stupid ... think about that. There is a reason for democracy.
  3. WarpedOne

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

    Peoples crying teslas are only for the rich ...
  4. WarpedOne

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

    Fail of the century #2: Peugeot 1007 https://www.topgear.com/car-news/fail-century/fail-century-2-peugeot-1007 https://www.topgear.com/sites/default/files/2022/02/11072541%20copy.jpg
  5. WarpedOne

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

    800V is useless in a lowweight car like MY.
  6. WarpedOne

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

    Musk owns 14% of the company .and is the biggest single shareholder so his voice is the strongest. Only a group of shareholders that together own more than 14% should have a say on this. And then he is the CEO, there are procedures how a CEO can be replaced or his decisions influenced. C in CEO...
  7. WarpedOne

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

    I used to imagine there was a conflict that resulted in Cory leaving... now I think he got an offer he couldn't refuse. A position higher than Munro had any dream of ever reaching. We'll see soon...
  8. WarpedOne

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

    >>I only hope someone is working to find a way to recycle solar panels into somethingn meaningful too; Solar panels are made of - a lot of glass - already recyclable - a lot of aluminum- already recyclable - some copper- already recyclable - some plastic- already recyclable - some...
  9. WarpedOne

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

    Danger is Ford will throw another fit: Ford Model A https://en.wikipedia.org/wiki/Ford_Model_A_(1927%E2%80%931931)
  10. WarpedOne

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

    And that's exactly what they were doing since 2005 ...
  11. WarpedOne

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

    Yes. It is coming into life / production. Dojo is optimized ground up chip, motherboard, cabinet and cluster. As such it presents a high risk project that is impossible to predict when it will be able to start working on real-world-problems and/or when it will be able to replace all other GPU...
  12. WarpedOne

    HW4 & HW5 Discussion

    Once human input is not available anymore AI will search for the ways how to better drive the same roads. Imagine it starts using light blinking to signal other cars it's intentions and requests - To a parked car: please make space for me to park behind you. Etc.
  13. WarpedOne

    HW4 & HW5 Discussion

    If they are not de-facto counting photons (inside some short interval) ... what are they doing then?
  14. WarpedOne

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

    Hmmm, maybe they are going to call it Model 4 and thus no more Model 3 reservations? Model 3 motors were marked as 3D1, 3D2,.3D3... Model S motors were marled by letter S. New model 3 motors are Marked as 4D1...
  15. WarpedOne

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

    One cannot understand the difference without understanding what a NN really is and how it does what it does. Computational "intensity" of NN is determined by its size i.e. how much nodes it containes. The number of nodes is generally an input parameter before training starts. If it is to small...
  16. WarpedOne

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

    What would be Tesla's incentive to spend its own resources on running such licencing scheme? Wouldn't this resources be much better spent on bringing up its own production? They have money, they can hire people, they can build factories. What good could would others bring to the table to...
  17. WarpedOne

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

    @disagree-ants What about some answers to my questions? No? Keep it civil or prior post’s fatal, final line will describe your own situation. Sole warning.
  18. WarpedOne

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

    Of course, divide et empera is the right approach to start making some progress. ... solve the part you are able to solve now and leave the rest for the later. After your reach a bunch of partial solutions you may see some similar sub-parts that could be replaced with a single sub-part or joined...
  19. WarpedOne

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

    Sum of two NN solving 2 halves of the problem is bigger than one NN solving the whole problem.
  20. WarpedOne

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

    200kWh battery pack. It won't cost $50k though.
  21. WarpedOne

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

    This is normal schedule. /me checks dates Delivery event in q3: say september 1. That leaves 100 working days ... to build 1000 they need to do complete 10 per day, one per hour. I'd say what we are seeing is just evidence of them NOT being behind schedule.
  22. WarpedOne

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

    What is current cream-de-la-cream of designed-in-america, built-in-XY, sold-in-USA Compact car? Last I looked americans have no clue how to design a compact car. None, zero, zilch. Masters of this trade reside in Italy and France. Chineese are lightyears infront of designed-in-america Compact...
  23. WarpedOne

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

    Yes, this is the way. But it is not the endgame - the learning needs to be offloaded from the bot to the mother ship (dojo) to do the heavy processing. This incurs time delays and prevents constant learning. Envision a few iterations of Tesla's NN accelerator chip where it gets so scaled down...
  24. WarpedOne

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

    As this is a strategic move for a company it's hard to guess. The first may be one that was first with adopting SC.. or the one who was last adopting SC and now wants to gain on the others? Competitors have a big problem of a fleet that is incapable of FSD, only their new cars could become...
  25. WarpedOne

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

    RHD represents X percent of sales and adds 3X costs. No-brainer ...
  26. WarpedOne

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

    I intend to retire at 420€ ... a man needs goals.
  27. WarpedOne

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

    Agreed. I bet MY production is already cheaper than M3 production (including the cost of factory space, production line length, etc). They could lower the price of MY under the price of M3 but that would kill M3. So it is pretty obvious what needs to be done: M3 must get rear+front castings and...
  28. WarpedOne

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

    Competition is coming! This time for real! I prosime!
  29. WarpedOne

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

    People in Europe capable of buying such cars mostly understand prices in USA are before taxes and prices in EU are after taxes. - $2k higher production cost as EU cars are physically different from USA cars and made in lower numbers - $97k converts into €89k - transportation from USA to EU...
  30. WarpedOne

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

    Ahead of schedule == there is more time to fix minor things => on schedule
  31. WarpedOne

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

    It becomes relevant when one takes into account all the relevant factors. Which is never just the "synthetic benchmark" or "theoretical throughput" as you've demonstrated by: And even that MIPS wasn't exactly designed for particular task, it was just a bit less burdened with legacy...
  32. WarpedOne

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

    Whatever you want to call it ... an accurate model produces accurate predictions. An accurate prediction needs no 'adapting to new data', as it was accurate from the start. Correct and useful. Forecast that need adaptations were inaccurate, made with inaccurate models. Wrong and useless.
  33. WarpedOne

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

    Useful forecast is one that DOES NOT NEED TO CHANGE when new data becomes available. Because that new data does not conflict with that forecast. This is a definition of forecast. Forecasts that need to be changed when new data shows up, are shitty forecasts. Worse than useless.
  34. WarpedOne

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

    It is just perspective... tech specifications often depict cars using orthogonal perspective which makes them look longer.
  35. WarpedOne

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

    Most significant Tesla announcement in many years ... Yet another tesla model? No. Tesla-owned robotaxy network spanning whole USA? Yes.
  36. WarpedOne

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

    After the mistakes were pointed out, I feel bad about being deceived ... I falled for 'its not just one pic so it's not PS '...
  37. WarpedOne

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

    Accidents don't happen because of complex streets but because of drivers not paying enough attention. You pay less attention in less complex environments, and more attention in more complex ones. Most accidents happen in dead-simple you-just-drive-strait-ahead environments. Where one falls...
  38. WarpedOne

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

    FUD-sprayers or just stupid ... your pick. Pedestrian safety is not tested all around the vehicle, only frontal. Where CT is no worse than any other pickup monstrosity. You think you'll be better off being hit by this? https://www.euroncap.com/en/results/toyota/hilux/25045 Best pedestrian...
  39. WarpedOne

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

    This is what FUD consists of. The correct attitude is that you don't need to outrun the bear. It is more than enough that you outrun at least some of the others. Same with China ... Tesla China is not Tesla and Tesla is not Tesla China. Tesla China is and will be doing better than anyone else...
  40. WarpedOne

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

    And even this might (slightly) change in the future: Electrically controlled solid propellants (ECSPs) https://www.sciencedirect.com/science/article/abs/pii/S0927775722003041
  41. WarpedOne

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

    Exactly. If anything at all, make that 3rd row removable in DIY style... for those die hard I-can't-be-seen-in-7-seater-car-for-the-life-of-me...
  42. WarpedOne

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

    Depending on your favorite definition of "produced"... Is that a heap of material vaiting to be assembled? Is that a car removed from assembly and waiting to be tested? Is that a car waiting at the dock to be loaded on RoRo? Is that a car that just came off RoRo and waiting for a truck? Is that...