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dude... Tesla might sell 100k cars this year... that's the equivalent of about 10 hours of all auto sales in a year. I don't think they're concerned right now. look at all of their targets... 2018, 2020, 2021, etc. Tesla is playing the short game on this one... and it's not awesome.
and since there's basically constant dialog on how far ahead Tesla is to ALL competitors... let's look at a few:
GM’s ‘Super Cruise’ Tesla Autopilot competitor arrives in a Cadillac this fall
"GM will launch its Super Cruise advanced highway automatic driving feature this fall, debuting first in the new Cadillac CT6. Super Cruise has been in the works for a few years now" ... "Super Cruise offers features very similar to Tesla’s Autopilot" ... "Super Cruise can also be updated over-the-air"
Ford's new autonomous Fusion looks freakishly normal
"Ford says that the improvements it has made to the project, which started three years ago, should keep it on track to hit the company’s target of creating a fully autonomous car that can be used by ride-sharing or ride-hailing services by 2021." ... one reason Ford was able to streamline the look of the new car is that the new LIDAR sensors from Velodyne — which Ford and Chinese web giant Baidu invested $150 million in — have improved enough that Ford can get as much data using two of them as they used to with four"
Toyota’s billion-dollar AI research center has a new self-driving car
"The vehicle is the base for two of TRI’s self-driving research paths: Chauffeur and Guardian. Chauffeur is research into Level 4 self-driving, where the car is restricted to certain geographical areas like a city or interstates, as well as Level 5 autonomy, which would work anywhere. Guardian is a driver-assist system that monitors the environment around the vehicle, alerting the driver to potential hazards and stepping in to assist with crash avoidance when necessary."
a bling ridden left hand and amateur dialog of an Audi driving itself.
Audi’s new A8 will drive through traffic jams for you
"Much like other autonomous systems, the Traffic Jam Pilot uses cameras and laser sensors to map out the road and other vehicles." ... "
In addition to the autonomous driving features, Nvidia also powers the in-car infotainment system and screens, which are meant to create a “virtual cockpit.”"
just some quick searching got me this. to me, it doesn't appear that the rest of the auto industry is sitting there waiting for Tesla to replace them... and it also appears that EVERYONE else is using LIDAR.
one more:
Mercedes will give Tesla's Autopilot its first real competition this year
Until tesla the mothership server completes its simulations based on hours of video feeds and miles of sensor data that is being accumulated at a proportional (dare i say it exponential) rate. Once the simulations are complete, the switch will be flipped and we'll get very close to FSD but only limited by regulations and laws. Just my opinion, and i'm not a robot and no AI server farm made me write this....I want help myusername out of the goodness of my heart . I have been following Comma ai closely and their lane keeping s/w is almost at parity with auto pilot (but does not have other features like lane change, auto park etc.). Also scaling is a big problem for George Hotz and he readily admits that he is trying to reach parity with the autopilot!!
There have been some recent posts, including by Mr Karpathy on Twitter, which might now be deleted, that Tesla uses the distributed computing capability of all the parked cars to run simulations. This is one advantage, where the customer buys hardware, but gives it back to Tesla for free when not using it, which is most of the time.Until tesla the mothership server completes its simulations based on hours of video feeds and miles of sensor data that is being accumulated at a proportional (dare i say it exponential) rate. Once the simulations are complete, the switch will be flipped and we'll get very close to FSD but only limited by regulations and laws. Just my opinion, and i'm not a robot and no AI server farm made me write this....
There have been some recent posts, including by Mr Karpathy on Twitter, which might now be deleted, that Tesla uses the distributed computing capability of all the parked cars to run simulations. This is one advantage, where the customer buys hardware, but gives it back to Tesla for free when not using it, which is most of the time.
The Mothership you talk about might just be a relatively small setup that is coordinating calculations and simulations across all the parked Teslas.
With the most recent sightings of newly produced red Model 3 vehicles at the Fremont factory (link), does anybody think Model 3 production is currently below or above market expectations?
I belive Model 3 production ramp currently has the single biggest impact on Tesla financials for the next couple of quarters and earnings reports.
I could imagine that the recent SP volatility is a result of people taking positions according to their expectations of Model 3 production ramp.
I do share your impressions of too few Model 3 sightings.Model 3 ramp is indeed the biggest influence in Tesla financials in the short to medium term. Given the little amount of stories/pictures/video of new Model 3's online, I'd say deliveries are below market expectations. This would imply lagging production, but for all we know there are plenty of M3's at 99% completion waiting to be delivered this september.
I do share your impressions of too few Model 3 sightings.
Unfortunately, I still do not see any currently existing competition, all your links and quotes are about future product releases. For years and years we keep hearing about this competition, and the goal post keep moving further into the future...
Do you still buy into all this hype and PPT products ? Tesla has an AutoPilot system on the road in many thousands of cars in the hands of customers. I have seen a DrivePilot system from Mercedes that is pathetic in comparison and consumers simply don't use it because it is useless. Apart from that I can only see press releases and promises about the future. Wasn't it you who said we should stop believing in Elon Musk's stories about future products ?!?! Why don't you follow your own advice when it comes to the competitors ?
Anybody knows what's going on?
These jokes were funny the first time.15 minutes -$5.. wow.. we would close at $230 at this rate
Anybody knows what's going on?
For one, this fresh article Tesla Inc Stock: Time To Book Profits Or Wait For Another Rally? | Amigobulls
:-(