It also bodes well for Y and other vehicles since there is so much that can be carry over vs redoing it based on interior styling (no switch banks and such). Much lower NRE design cost, along with carry over software.
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It also bodes well for Y and other vehicles since there is so much that can be carry over vs redoing it based on interior styling (no switch banks and such). Much lower NRE design cost, along with carry over software.
Ulmo
Active Member
About that Netflix. Wow.
Check out that volume. Practically every short seller day trader dumped after the earnings report before the close of first extended hour. If I was a day trader, I would have loved to take that bet. I knew Netflix subscriptions were being dumped by everyone I knew.
I guess selling crap doesn't sell as well as they thought it would. Currently at 373, so still up from beginning of year, but different goals now. Probably taking a medium term correction for as long as they have TDS.
Elon: don't sell crap.
Check out that volume. Practically every short seller day trader dumped after the earnings report before the close of first extended hour. If I was a day trader, I would have loved to take that bet. I knew Netflix subscriptions were being dumped by everyone I knew.
I guess selling crap doesn't sell as well as they thought it would. Currently at 373, so still up from beginning of year, but different goals now. Probably taking a medium term correction for as long as they have TDS.
Elon: don't sell crap.
roblab
Active Member
Just so you hear something else, my Model S holds more than a lot of SUVs and looks sleeker and gets better range. The Model 3 is dang near as big inside and looks sleeker and sportier than SUVs, and gets 318 miles of range by extrapolating my little 300 mile run last weekend. Don't need a Model Y. The only person of whom I know that needs an SUV is my sister-in-law who is so overweight she can't get into an ordinary car.
I bought my 3 because I knew it would be years before much else came out. Why wait? Why drive a gas sucking hunk of rust that spews pollution and noise? I was saving money for this a dozen years ago.
It may not be patented, but their chemistry is proprietary. No one outside Tesla and Panasonic knows the exact formulation, and Panasonic is not free to use that same chemistry for batteries that it sells to anyone else. Knowing Prof. Dahl's work, I'm sure that they are constantly tweaking the chemistry, and they play those cards very close to their vest.
p
yes to me the teardown findings are as significant as the production ramp. the real money is about those two things right now. most everything else is noise.
yes to me the teardown findings are as significant as the production ramp. the real money is about those two things right now. most everything else is noise.
AGreed. Not many things an SUV can do that a model s can’t do better. AWD, voluminous hatch plus frunk, third row for soccer team transport.
Only things I know of are: ground clearance, seat entry/ exit height, and second row headroom.
BAILLIE GIFFORD & CO have reported an increase their Tesla position in 395,727 shares: From 12,776,074 to 13,171,801 shrs.
Source: https://fintel.io/so/us/tsla.
Miguel Peralvo on Twitter
Source: https://fintel.io/so/us/tsla.
Miguel Peralvo on Twitter
dc_h
Active Member
Understand, but long term it makes more sense to make 500000 combined 3Y in USA and same in China, than 500000 3’s in USA and 500000 Y’s in China.
I’d also like to keep the waiting list at 2-3 months for the next year or two.
sub
Active Member
On a return road trip from Whistler to California, we have passed 3 trucks full of model 3's in the last 3 hours of driving in southern Oregon/NorCal.
I told my wife that by the time we get bored pointing out model 3's our TSLA will be worth much more.
Edit: just passed truck number 4.
I told my wife that by the time we get bored pointing out model 3's our TSLA will be worth much more.
Edit: just passed truck number 4.
So when did this transaction occur? Because the guy managing this fund is the one quoted in a bunch of FUD articles about being disappointed with Musk, with the implication funds would pull money out. lol
Sharing the lines very well may be the lesser of the two evils. It will be interesting to see what happens. I’ve been under the impression they would be using a new factory for the Y, and don’t recall any evidence from Tesla to believe otherwise.
Yes, in one of the investor calls Elon clearly said that the Model Y would not be built at Fremont, that it would be built elsewhere. (Not that he can't change his mind.)
they report activity during the quarter ended 6/30
so anywhere between apr-jun
the guy was just making a point he wanted peaceful execution. the media may have made it sound more dire. but he was just calmly making a point, not spreading fud
FirebirdAlpha
Member
This report has a really, really critical flaw:
The latter I refer to as “shadow mode” because the data streams in these vehicles (whether under manual or Autopilot control) is available to be used for training the neural networks that perform the various components of the perception-control task.
The problem is that the cars aren't transmitting data.
You can hook up any Model S/X/3 to a WiFi network and monitor the router usage. The payloads it's uploading are quite small (largest I saw was 20 MB), certainly not large enough to be either compressed or uncompressed video data, and especially not for 8 separate cameras. I can't test for 4G connections, but I doubt that Tesla would be using this to stream video, as it would get quite expensive.
Since the most challenging part of autonomous driving is rapid object identification from video feeds, it doesn't seem that Tesla cars are currently "uploading data" in any meaningful way.
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And full unfiltered vid streams are the only useful data to upload?
FirebirdAlpha
Member
If you're trying to train an AI system to identify objects in a video feed, yes. You train the AI with video feeds and training data.
Highways are the easiest target. While you're moving fast, they're also the most predictable. There are no stop signs on highways, no traffic lights, no pedestrian crossings, etc. Typically, lanes are much wider and the road condition much better than normal roads.
For Tesla to start moving towards full self driving or L4/L5, they're going to need to start training their cars on public roads. They're going to need to train it to see traffic signals and signs. They're going to need that video data.
Which is why it was concerning that Tesla recorded zero autonomous miles driven on California roads in 2017.
Until you read the requirements and find that a Tesla with the hands-on-wheel check still active can still run FSD code. As long at the driver does not exert enough force to deactivate it, the FSD testing is valid and not required to be reported.
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