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anticitizen13.7
Not posting at TMC after 9/17/2018
Where Tesla Autopilot functions are concerned, I don't believe that it's either/or for Radar and Camera. Radar cannot do certain things, like read traffic signs and signals. Cameras and visual processing are still necessary for autonomous driving.
Mobileye has partnerships with Intel, BMW, and Delphi. Tesla's announcement yesterday should have little to no impact on Mobileye's near term outlook.
Except that MobilEye's system is camera based and Tesla is switching to a radar based approach. No doubt, the camera is still absolutely necessary it's just that you might assume that MobilEye's camera based system may not hold up as the best approach over the long haul. If all that's required is a camera (and not the hardware/software processing that MobilEye currently provides) then there may be multiple suppliers to provide that.
Granted, I have no idea how easy or difficult it would be for them to adapt to technology that may or may not prove to be better. This is all just speculation on my part.
while this would be interesting anytime, given that we're all digesting AP improvements, and prime means of doing it (fleet learning/radar), I found this piece very very interesting (particularly as it refers to sources who've been part of Google project)
Google's Self-Driving Car Project Is Losing Out to Rivals
Google's Self-Driving Car Project Is Losing Out to Rivals
Today potential short sellers are much more tentative to use shares available to pull the trigger as compared to Friday. In the first 8 min of trading on Friday there were net of 61,904 shares shorted at Fidelity, while today net was only 1,803 shares in the first 37 minutes of trading.
CALGARYARSENAL
Member
TD Ameritrade is not working according to peeps on Twitter so lets give Tesla a nice squeeze.
Damn it, I do have 500 shares of MBLY, and that is painful. What a complext....
Considering that our roads, markings and signs are tuned for bouncing photons (as EM put it) in visible range I think that cameras are a must for any system and will not be replaced but augmented.
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Gerardf
Active Member
After market close today, there will be an update of the short interest (for status on August 31st).
August 31st was about the halfway the 225 --> 200 SP move. Could be interesting.
Tesla Motors, Inc. (TSLA) Short Interest
August 31st was about the halfway the 225 --> 200 SP move. Could be interesting.
Tesla Motors, Inc. (TSLA) Short Interest
CALGARYARSENAL
Member
Perhaps Cowen's clown grade last week was the bottom. I am just horrible at predicting Tesla stock price these days! HORRIBLE.
If you like MBLY use todays gift from "Trippin" Trip Chowdhry to add, Tesla Autopilot Radar Focus Spells Mobileye Bad News|Trip Chowdhry
My insurance is in three forms:
(1) I actually don't think SCTY will go bust on its own. The aggressive program of monetizing the old PPA cashflows is eliminating the largest risk, and I think the Buffalo factory is going to be successful;
(2) even though I made my trades earlier, my average purchase price is below $18 thanks to put options;
(3) I can afford to lose the money if the worst case happens. I don't have all my eggs in one basket. My total TSLA/SCTY exposure is edging from 10% towards 17% of the portfolios I manage. Thes portfolios have cash sufficient for a couple of years, more Berkshire Hathaway than TSLA, and real estate funds as a hedge against general downturns in the stock market (which often don't take real estate with them).
GBleck
Member
I'm still up on mbly so I'm thinking mbly had just swung a bit past fundamentals.
Also mbly will still clean up in the automatic emergency breaking market segment.
https://electrek.co/2016/07/20/elon-musk-tesla-solarcity-merger-pass-investors/
They're under no obligation to say anything. *And* they're allowed to profit off the merger arbitrage. So if they are certain that the merger will go through -- or in the case of Fidelity and T Rowe Price, are *already invested in SolarCity* -- they have an incentive to shut their mouths and make money on the arbitrage. So if the merger is highly likely to go through, they probably would shut their months, too. I don't think you can read anything from their silence.
I'm not sure that is the case in the long term. I'm very impressed by Nvidia's experiment in teaching a car to drive by analyzing a hi-res three camera set-up pixel-by-pixel in a hundred hours of driving experience. It may be possible to construct a 3D point cloud map, or whatever you call it, using cameras alone. Augmented, of course, by radar which is clearly superior in inclement weather. The priority of info may change in Tesla's later renditions of AP.
Edit: Input, not info.
After the record date is announced and the SEC approves the proxy statement, it takes several weeks to mail out all the proxies. Yes, they have to be MAILED. For shares held in brokerage accounts, Tesla and SolarCity have to notify brokerage firms and then the brokerage firms have to mail them out. This takes weeks. Then they have to give people a reasonable amount of time to send the proxies back. This takes weeks. For shares in brokerage accounts, they have to go back to the brokerages, the brokerages have to collate the numbers, and then contact Tesla.
I would guess that it can't be done in less than six weeks. If there's too low a rate of proxy returns, there's a provision for postponing the meeting to solicit more proxies.
They seem to be pushing to do this merger ASAP, so if we call it six weeks from September 23rd, that would be closing on November 4th or so. Once the votes are counted at the board meetings, the merger can take place essentially instantly, often the day after.
Agree, we don't know what this will look like in 10 years but the biggest problem I see with anything "light" or "visible spectrum" based is that it won't work in fog, heavy rain, and may become limited in other low visibility situations.
BYD. Their primary market is China and they've only offered commercial vehicles (not cars) outside China... but that's no reason to count them out. They're a true EV player. China's a huge market.
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