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Elon’s tweet this AM regarding 9.2 updates. Nice technical look at what’s happening behind the scenes. He also commented on button (wide release) happening with 10.1. Next beta updates he stated are 9.3, 9.4, then jump to 10 with major architecture changes. So if 2 week timeline for each, then 10.1 is closer to roughly 2+ months. Fingers crossed.

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I spent a good couple years tinkering with NNs back about 10 years ago. The above might send me down the rabbithole of how they are pulling off Int8 math these days. Back in the 'old days' when you had to multiply two numbers uphill both ways in the snow they tended to be at least 32 bit floats which were always sufficient (and thus probably too much) but 8 bits doesn't give you much to work with. Premature optimization is a major trap for engineering minds. Elon talks about this in general for all engineering in his recent Starbase tour video. If they are adding mitigation efforts just now then clearly the optimization hasn't come for free. Would be delightful if a chunk of the presentation is on this since it relates a lot to the custom hardware on both Dojo/car and represents a 'real-world' optimization that doesn't necessarily exist in academic work.
 
I received this email from PSE&G ( our electric company) today.

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Made me wonder if "they" (as in the powers that be) are considering the production facilities needed to continue the EV market increases enough. I hope they are planning on this more than charging stations in the infrastructure bill. I hope utility companies are being smart and looking at ways to invest in better energy production and not just sitting on the sidelines waiting for the government
Only in America is setting the thermostat to 78 F is reducing “demand“ of electricity. Way too many people have it set to low 70s I guess.
 
Have you considered that some here may be fans of Rimac and their accomplishments, but don't necessarily want to read about it here on the Tesla investment forum. Perhaps the Rimac discussion should be taken to the Rimac forums.

The 'Never-Never' is NOT a production car: Rimac plans to build only a total of 150 Nevera (the homologation minimum). Their planned production rate is only 1 car per WEEK!. So by end of 2024 for the last of these cars to be delivered? At that rate, they could source their batteries cells from Radio Shock...

This is not a serious production effort. As Elon often reminds us, "Prototype are easy, Production is hard". When bty cell supply allows for producton, Tesla will produce about 150 Roadsters per WEEK! And that's Tesla's tiny volume car.

Never-never is a PR grab, and does NOT move the needle on carbon emissions in any useful way.

Wasted effort, IMO.
 
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Elon’s tweet this AM regarding 9.2 updates. Nice technical look at what’s happening behind the scenes. He also commented on button (wide release) happening with 10.1. Next beta updates he stated are 9.3, 9.4, then jump to 10 with major architecture changes. So if 2 week timeline for each, then 10.1 is closer to roughly 2+ months. Fingers crossed.

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For those interested in the details and how to interpret these notes further, see our own TMC's Terminator857 post

"
> Clear-to-go boost through turns on minor-to-major roads (plan to expland to all roads in v9.3)
Accelerates faster during turns.

> Improved peek behavior where we are smarter about when to go around the lead vehicle by reasoning about the causes for lead vehicle being slow.
When is peak? When it is needed most? Right before a decision is needed to be made?

> v1 of the multi-modal predictions for where other vehicles (are) expected to drive. Partial implementation
Multi-model means multiple modes. FSD will have predictions for different possibilities what a car will do. For example: 70% chance will continue, 20% chance will turn, 10% will stop. Multi-model may mean that the algorithm used depends upon the situation. For example if near an intersection.

> New lanes network with 50k more clips (almost double) from the new auto-labeling pipeline.
More lanes mapped? Is this a right turn lane, a bike lane, etc...

> New VRU velocity model with 12% improvement to velocity and better VRU clear-to-go performance.
VRU = vulnerable road user. Pedestrian, bike, escooter, etc... Thanks to Daniel in SD for that.

> Model trained with "Quantization-aware-training" (QAR), an improved technique to mitigate int8 quantization.
int8 quantization is used during machine learning training. Initially floating point was used, but to conserve memory a switch was made to int8. This introduces rounding errors. QAR is a technique used to take into account the rounding error, and provide better overall performance.
...
... "
 
> Improved peek behavior where we are smarter about when to go around the lead vehicle by reasoning about the causes for lead vehicle being slow.
When is peak? When it is needed most? Right before a decision is needed to be made?
Peek !== Peak

Im guessing they added more code to the car will steer to the left or right a bit to try and peek ahead to see whats going on further down the road.

> New lanes network with 50k more clips (almost double) from the new auto-labeling pipeline.
More lanes mapped? Is this a right turn lane, a bike lane, etc...

I think network refers to new NN. Likely meaning they have a new network to the replace an older one with double the training data. Most significant aspect of this sentence to me is the reference to auto-labeling pipeline which I believe means DOJO
 
Forgive the even more OT response.

I know it’s a Tesla investor forum. But spelled backwards it’s ALSET.

ALSET E-homes builds sustainable living communities and is publicly traded; every home comes with a Tesla in the garage as well as 240v charging capability and dedicated solar farms/ battery storage.

ALSET (AEI) is Currently being destroyed by shorts in the public markets in spite of having more cash on hand than their market value.

AEI is my second largest sustainability focused position and I’m curious if someone here could provide some insight on why they’re so beaten up right now.

Apologies again; if directed to do so I will delete this post or move it to a more appropriate thread. The reason I posted it here is that companies like these are required to move our world toward sustainability. Wall Street does not want to be disrupted. I believe those in this forum feel otherwise.

Best-in-Tesla does a quick description of ALSET starting at 14:45.
Interesting situation - Question is whether their stated Mission Statement

"To accelerate the advent of
SUSTAINABLE HEALTHY LIVING
systems around the world."

is Marketing fluff or has real intentions with real power behind it. Need someone with chops to figure out the ins and outs of this company. In the best of cases, great alternative buy at these prices, as it might be a good acquisition candidate for Tesla especially considering SpaceX will need to figure out Mars settlements, even though this is pretty far into the future. The other way to look into it is as communities that are resilient in the face of upcoming weather disruptions.
 
The 'Never-Never' is NOT a production car: Rimac plans to build only a total of 150 Nevera (the homologation minimum). Their planned production rate is only 1 car per WEEK!. So by end of 2024 for the last of these cars to be delivered? At that rate, they could source their batteries cells from Radio Shock...

This is not a serious production effort. As Elon often reminds us, "Prototype are easy, Production is hard". When bty cell supply allows for producton, Tesla will produce about 150 Roadsters per WEEK! And that's Tesla's tiny volume car.

Never-never is a PR grab, and does NOT move the needle on carbon emissions in any useful way.

Wasted effort, IMO.
I disagree - as a halo vehicle, this is the type of vehicle required to convince people that EVs are the future. You could easily make the same argument ("not moving the needle on carbon emissions") about the Roadster / Model S / X as low volume, expensive luxury vehicles, but I doubt you'd declare those vehicles a waste of time.

I think of the Nevera as advertising for electric vehicles, including Tesla. People will see that and say "Whoa! I want one!". And then they will go buy a Tesla Model 3 because that's what they can afford.

This is the same as the Model S Plaid - look at how many people Brooks @ Dragtimes has convinced to buy a Tesla on the spot by showing off the performance of the Model S Plaid, P100D, etc? These same people then go off and either buy another Model S and then follow those up with a 3, Y, etc...

Any good EV on the market (even a halo vehicle like the Nevera) is good for the entire EV market.
 
The 'Never-Never' is NOT a production car: Rimac plans to build only a total of 150 Nevera (the homologation minimum). Their planned production rate is only 1 car per WEEK!. So by end of 2024 for the last of these cars to be delivered? At that rate, they could source their batteries cells from Radio Shock...

This is not a serious production effort. As Elon often reminds us, "Prototype are easy, Production is hard". When bty cell supply allows for producton, Tesla will produce about 150 Roadsters per WEEK! And that's Tesla's tiny volume car.

Never-never is a PR grab, and does NOT move the needle on carbon emissions in any useful way.

Wasted effort, IMO.
I agree with all of this except the last two sentences. Rimac won’t ever be a Tesla competitor, but efforts like this DO move the needle, in regards to the mission. It provides more proof that ICE is just inherently inferior along several vectors, and provides that proof from a source other than Tesla, and like it or not, there are a ton of people who automatically dismiss messages from or about Tesla / Elon. They are wrong, but they exist, so they matter, if we are talking about changing the world’s opinion and trajectory. It also proves that this kind of tech isn’t so magical that Tesla is the only company capable of making a fast EV — arguably another key to getting worldwide adoption.

granted Rimac’s impact is more about perception and optics than physical vehicles on the road, but it’s a mistake to think that doesn’t matter.
 
I disagree - as a halo vehicle, this is the type of vehicle required to convince people that EVs are the future. You could easily make the same argument ("not moving the needle on carbon emissions") about the Roadster / Model S / X as low volume, expensive luxury vehicles, but I doubt you'd declare those vehicles a waste of time.

I think of the Nevera as advertising for electric vehicles, including Tesla. People will see that and say "Whoa! I want one!". And then they will go buy a Tesla Model 3 because that's what they can afford.

This is the same as the Model S Plaid - look at how many people Brooks @ Dragtimes has convinced to buy a Tesla on the spot by showing off the performance of the Model S Plaid, P100D, etc? These same people then go off and either buy another Model S and then follow those up with a 3, Y, etc...

Any good EV on the market (even a halo vehicle like the Nevera) is good for the entire EV market.
I think the Tesla already did the job because to convince people it's about the entire ecosystem..from getting products into customers hand, attainability, charging stations, software, reliability, and service stations. The problem is Tesla became the only answer to EVs as no other manufacturers solved the above issues.

Rimac pretty much solved none of the above and only proves it came beat every car in speed...which Plaid pretty much did this already and being attainable via price and production. The problem with these superlatives ..like longer range than Tesla, or faster acceleration than Tesla, or less panel gaps than tesla..they all became distractions as no one is focusing on what is important. They end up using these superlatives to attack Tesla by saying "hey look Tesla is nothing special" vs "see you guys should go electric".
 
The 'Never-Never' is NOT a production car: Rimac plans to build only a total of 150 Nevera (the homologation minimum). Their planned production rate is only 1 car per WEEK!. So by end of 2024 for the last of these cars to be delivered? At that rate, they could source their batteries cells from Radio Shock...

This is not a serious production effort. As Elon often reminds us, "Prototype are easy, Production is hard". When bty cell supply allows for producton, Tesla will produce about 150 Roadsters per WEEK! And that's Tesla's tiny volume car.

Never-never is a PR grab, and does NOT move the needle on carbon emissions in any useful way.

Wasted effort, IMO.
You are so right but there is no defined defination of "Production car". I think it should only include cars at a certain widespread production level say 5,000 per year. Less than 200 is not IMHO, a production car but rather a special edition.

In the world of finance the terms large cap, mid cap and small cap are not defined by anyone either. When I worked for Janus (15 yrs ago) we defined small as anything less than 1.5 billion. Other investment companies e.g. Fidelity at the time defined it as any company less than 2 billion. And don't even get started with the whole micro cap and mega cap. The point is that it is not a defined number accepted by the financial services industry. Nor is the term "production car" other than the fact someone is making more than a couple for sale to the public.
 
World auto production over the next 3 years could be up to 300 million cars (or as few as 200 million).

Revera plans to produce ~0.00005% of those cars. Imma call that NOT mass production.

Fun fact: there are 18x more Billionaires in the world right now (2,755) than the planned number of Nevers. Its a toy for the idle rich. It does NOT move the needle.

On the other hand, Tesla is likely to produce ~6 million cars during 2022-24. That WILL move the needle. Even more significantly, this growth in EV market share creates a FORCING FUNCTION that makes the other Auto majors accelerate their own EV plans.

This MATTERS. The climate only reacts to net changes in forcings, not PR efforts.
 
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The 'Never-Never' is NOT a production car: Rimac plans to build only a total of 150 Nevera (the homologation minimum). Their planned production rate is only 1 car per WEEK!. So by end of 2024 for the last of these cars to be delivered? At that rate, they could source their batteries cells from Radio Shock...

This is not a serious production effort. As Elon often reminds us, "Prototype are easy, Production is hard". When bty cell supply allows for producton, Tesla will produce about 150 Roadsters per WEEK! And that's Tesla's tiny volume car.

Never-never is a PR grab, and does NOT move the needle on carbon emissions in any useful way.

Wasted effort, IMO.
Elon bought about a decade ago a McLaren F1 that is now worth +$20 millions. One of the reasons why the McLaren is so expensive is the exclusivity. Only about a hundred cars were built. A Corvette is now faster, but every other simp can buy one

When Bugatti release a special edition car, they usually limit production to about 20. Some crazy billionaires will pay $10 millions for those car only because nobody else have them. It will be the same with the Nevera.

If the Nevera is successful, people will be talking about it for years even if they have never seen one in real life. That is the purpose of halo cars.