Tesla already has its relationship with a chinese social media mega-company and it's a lot more significant than TikTok. (Tencent)
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
-
- Tags
- elon is an ass
Tesla already has its relationship with a chinese social media mega-company and it's a lot more significant than TikTok. (Tencent)
My second Model 3 is probably on that ship
I hope my first Model 3 is on it!
I just don’t get it are they dumb or are we stupid? What is it?
Here are these so called analyst playing down TSLA for over a decade and Elon has to to prove himself over and over again to convince them. Now suddenly comes a “nothing to show for” big mouth Trevor. He is issuing an IPO on nothing and immediately after that, selling $70 million worth of stock just so he can buy the biggest house in Utah. In the mean time there is absolutely nothing and I mean nothing to show for. He puts up a great circus for a ground breaking ceremony for his new factory, which just remains that - one single spade of dirt of broken ground. Nothing more.
In the mean time Tesla is pumping out factories in China, Germany and Texas like there is no tomorrow and the same analysts go ‘meh’.
Are we the only ones who see though this con artist, or what is it? I really don’t get it anymore.
(So that was my rant for for the month - had to let out steam. Thanks)
Not even a proper IPO, the sketchy backdoor process.
woodisgood
Optimustic Pessimist
Thinking of spending the last of my current available dry powder. Just a few shares. Feels right...
The article is pretty real. The Feds are going to be Ford's majority owner soon if this keeps up.
Knightshade
Well-Known Member
It's getting fairly OT at this point- so might be better to direct any further discussion to one of the autonomy threads elsewhere on the board.... but your estimation of how fleet data and driver feedback is used is.... very exaggerated from how it's really used... (see among other things Greentheonlys debunking of how much shadow mode actually does compared to what a lot of folks think it does).
And of course, the autonomy day presentation you mention folks should've paid attention to included Elon saying he was confident they'd have feature complete end of 2019 (they didn't) and they'd have legally approved Robotaxis this year (they won't)- so as he himself pointed out in the 60 minutes interview- if he's giving you a date on something he has never done before, he really has no idea what he's really talking about.... (which begs the question why he keeps doing it if he knows that...)
Also actual L5 is basically not gonna happen with this sensor suite- there's nowhere near enough redundancy or ability to handle bad weather... (it already often drops from NoA on highways down to just regular AP in moderate to heavy rain, let alone snow... because there's only a single camera (and in most cars a single non-heated front radar) pointing in most directions- so there's roughly 0 chance it'll ever handle L5 where by definition it operates on all weather conditions....
Best you'll get is L4, where part of the operational domain definition includes "within certain weather conditions" or similar language.... (and to be fair- L4 is all Tesla ever promised in the actual feature description when purchasing FSD for 2016 thorough early 2019 buyers- so they're in the clear there if they at least get that far... and buyers since March 2019 have been promised even less- just a specific list of things rather than general autonomy, and no promise of it ever being better than L2 on the sales screen).
Absolutely- I expect the company, and SP, to continue growing even without them ever reaching L5- even a legit highway only L3, something I think is absolutely possible by next year- would put them considerably ahead of any other car maker though.
The longer term question I think would be what impact would it have if they eventually conclude they can't manage the robotaxi level of autonomy they envisioned with the current sensor suite?
If they've otherwise executed brilliantly, have 4 or 5 gigafactories churning out cars that still sell as fast as they can be built, have terafactories making a ton of next-gen batteries, and they're still generations ahead of everyone else on all other aspects of EVs and the energy business continues growing significantly.... does that really hurt them much? (other than maybe owing some refunds to FSD buyers)?
I don't think it really does other than temporarily.
Last edited by a moderator:
gabeincal
Active Member
humbaba
sleeping until $7000
Interestingly, Autopilot is only Level 2 now because of how Tesla presents it. There are lots of sites that will "explain" the SAE levels according to their own interpretations. But going to SAE J3016 levels of driving automation the key division between level 2 and 3+ is whether or not the driver is driving. Tesla continues to be clear that the driver is always responsible and for this reason Autopilot is level 2.
But what happens when that distinction is removed? Autopilot satisfies specific notes and examples for level 4 autonomy. In the actual SAE document (you have to register to get access), for level 4 autonomy note 2 is a subset of Autopilot's interstate/divided highway navigation. It says, in part, "ADS features may be designed to operate the vehicle daringly part of a giving trip, after ODD requirements are met (e.g., a high-speed freeway cruising feature). It is hard to not see how traffic aware cruise control, automated lane changes and exits do not satisfy this. Here, the difference between 3 & 4 is that "this user is not a DDT fallback-ready user while the ADS is engaged." Example 2 carries this on further and mentions a notice like Autopilot gives when leaving the interstate.
Again, what keeps Autopilot from being level 4 is Tesla's declaration that the driver is still responsible. That is what limits it to level 2. Instead of pushing for level 4 for interstate trips Tesla is broadening the capabilities. The "city driving" will allegedly bring an experience like that of interstate trips and so broadens the scope of what would be level 4 autonomy when Tesla achieves sufficient safety and convinces regulators of that.
So I don't think we will ever see Tesla at level 3 -- it will jump straight from level 2 to level 4 when driver responsibility is removed (and not before then).
SAE J3016 automated-driving graphic
Indeed, some games are being played today. Some hot money may be temporarily transferring out of TSLA and into a host of companies reporting earnings this afternoon, including NKLA.
After that, I wouldn’t be surprised if the media soon trot out ARK’s Cathie Wood to update her comparison between NKLA and TSLA.
gabeincal
Active Member
Slightly OT but I think it’s worth asking here. How do people with more than 250k account value handle the lack of FDIC insurance over 250k in a single account? I’m coming close to this point and need to start planning...
Off Shore
Off Topic Member
Sold the Model S (Goodbye, dear friend!
) and put the proceeds in 13 more shares. Down-payment+ for two Cybertrucks.
But the Tesla growth potential is bigger than Apple, in the near future. They are attacking more target segments. Apple will have a steady growth, Tesla exponential the 5 next years
Mo City
Active Member
IMO, it's been obvious for a while Ford won't survive as a stand alone company. At some point, their BOD will admit this to themselves. Before long, they will make moves to become an attractive merger partner since this is the best way to limit the loss of shareholder value.
It will be a bloody bad time for a lot of their employees.
GrandEnigma
Member
Securities (SIPC) are separately insured typically up to $500k in a brokerage account where cash (the FDIC) side is $250K.
Is that really the definition? Humans can't drive in every condition for that matter. Personally I've only had AP fail due to heavy wet snow accumulating on the camera or salt spray. I do think some sort of mini windshield wiper/spray nozzle for the cameras are needed though. It is annoying to get out on a roadtrip and clean the side cameras.
I'm not certain that my Model 3 can do it, but I very much expect them to make sure my Cybertruck can.
Kill off most segments, keep the F-series alive under a new maker as an EV or perhaps niche gas/diesel brand.
Last edited by a moderator:
« Last November, Milton paid $32.5 million for a 2,670-acre luxury ranch in Utah, which set a new price record for the state. The property has a 16,800-square-foot riverfront mansion with eight bedrooms, 8.5 baths, a lofted billiards room, movie theater, wine cellar and gym. »
Meet the newest multibillionaire: Nikola's founder is now worth $4.6 billion after IPO
woodisgood
Optimustic Pessimist
Sold the Model S (Goodbye, dear friend!
It’s the circle of Tesla...
Similar threads
- Locked
- Locked
- Locked
