Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[MC3OZ]

I think in Musk's view the point of solving the sustainable energy problem is so that the future has a higher probability of being good. Originally, Tesla's mission was to accelerate sustainable TRANSPORT, but this was later broadened to sustainable ENERGY, which of course is inclusive of transportation. So there is precedent for Tesla clarifying an broading its mission. Perhaps, we should start talking about SUSTAINABLE LIVING.

Along the path to sustainability AI and robotics are important transformative and enabling technologies. Both are critical to making sure that use of energy and other natural resource are as efficient and necessary as possible. For example, years ago one might have thought that video conferencing was not withing scope of a mission for sustainable energy. However, it is now becoming clear that video conferencing enable the economy to pivot away from air travel, daily commuting, and even the need for so much commercial and public building. These are profound changes that impact our ability to decarbonize the economy because they reduce demand for physical resources needed to advance the economy. Fewer airplanes, fewer cars, fewer office buildings, enabled by video conferencing and many other technologies, are terrific stepping stones along the path to sustainability. Right now, we might collectively lack the imagination to see how a Tesla Bot could transform the global economy to need fewer natural resources, but thirty years from now looking back, it will likely be obvious how humanoid robots opened up critical alternatives to burning more fossil fuels and made life on Earth a little more sustainable.

Recycling fits the description of boring and repetitive.

The bot is a long term project.

• Was the event mainly about recruitment? - Yes
• Is recruitment needed? - Definitely according to the staff.
• Was the recruiting event a success? - Going by the questions at tne end - Yes
• Did all of the technology presented seem like the right path? - Yes
• Can Tesla afford to fund the R&D expansion? - Yes

Short term, the additional staff will help get FSD and Robotaxis over the line.

While FSD is important, scaling to 20 million vechicles per year and 3 TWh of in house cell production is more important. That is how Tesla can afford to fund projects like the bot, there is a steady march of increasing revenue.

When we look at the big picture, there is no rush with the bot, itnis fine if development takes a few years. But when the have the bot there is are a lot of useful potential applications.

We have seen Tesla can do multiple projects at the same time and the priority projects are rarely impacted.

 

[Unpilot]

It is pretty funny/sad/ironic watching the usual suspects talk about the bot in disparaging terms.

These sad people remind me of this scene

No vision no hope...just endless articles about how and why Tesla is wrong.

 

[OrthoSurg]

Elon confirms Mars terraforming: " hopefully "

Hopefully the investing folks see the shorter term impact on SP of Dojo/ FSD advances unveiled at AI day - looks like 20/80 really, a downer for me, but, c la vie! (that's life)

View attachment 699465

Best repartie in the thread

Harsh @HiHarshSinghal - Replying to @elonmusk and @RationalEtienne

"And the robots will become space faring and Earth will be plunged into thousands of years of chaos.

Sounds familiar. If only a brilliant sci-fi writer would've thought of this plot.

Wait.

He did. He was Asimov and he wrote the Foundation series. "

Really happy to see the first picture of what Life 3.0 will look like. Max Tegmark will probably suggest some tweaks to make it a benevolent god and not an enslaver.

 

[lascavarian]

But he leaves in that nugget of truth, which is actually super smart (and plain evil)

I posted that GLJ starts his comment admitting that he dropped the call after hearing about using simulations. Listen carefully. This gives him the out (he never heard otherwise) when confronted with facts. He set himself up with an out IMO. And perhaps a return visit to face his mistake.

 

[Prunesquallor]

Remember Honda's Asimo walking/talking humanoid robot unveiled in 2000. It had good intentions and alot of practical applications, however was discontinued in 2018.

Honda retires its famed Asimo robot

Asimo, Honda’s adorable, humanoid robot, is no more. The company announced it would cease production of the robot in order to focus on using Asimo’s technology for more practical use in nursing and road transport.

www.theverge.com

Just as Tesla advanced the auto, transportation and energy sectors, Tesla will advance the humanoid. The others will simply ask "what happened?"

Local maximum.

 

[Prunesquallor]

White collar sedentary lifestyle is the new smoking. Personally, never smoked, having slaved over a computer for 30 years for 10 hours per day, multiple heart attacks ensued, finally made me leave my successful albeit stressfull position to work outdoors as a part time labourer and after six months could not be in better health and physical condition.
Life expectancy in US is at a 20 year low (due to covid, but also other factors such as sedentary lifestyle).
When Tesla Bots are in our homes, lets hope these humanoids allow us to do the outdoor physical things we love to do, and not just to pamper us.

Like running from them?

 

[petit_bateau]

Mod: refers to deleted post
The best part is no part.
The original poster is explaining how to eliminate a lot of parts, and a lot of power consumption, and a lot of failures & etc.

 

[Artful Dodger]

Funny ~ China recently demanded that all the data derived by Tesla’s driving in China ~ stays in China. Elon just said, “fine, keep it, we do not need it to create the program for self driving.” Did I get that right?

Yeah, that was FUD too, conjured up by the Media when they needed a negative headline.

Tesla announced their intention to build a local data centre in China back in June 2020:

First, there was this report:

Tesla said to move China user data to China from U.S. | June 24, 2020​

Then, 10 months later, the breathless headline was:

Tesla promises new China data centre as Beijing lays down the law... | Apr 21, 2021​

Utter tripe, socially-engineered to relieve low-information shareholders of their shares. Best to not even read their 'news' (less work, and less chance of being taken in by cleverly-crafted lies).

Cheers!

 

[mickificki]

https://twitter.com/x/status/1429198752317804544

 

[Artful Dodger]

As robots gets better at these tasks, DOJO will be used to train the robot to handle additional scenarios.

I'm not sure how Tesla will get the training data

Expert humans in motion capture suits. Eventually, including synchronized neuralink data feeds.

 

[StarFoxisDown!]

https://twitter.com/x/status/1429198752317804544

There's definitely time for 1 more ship to load up and head to Europe from Shanghai, especially if the shipments goes to somewhere like Italy. They pretty much have another 3-4 days to load up a ship and depart it to Europe.

 

[dm28997]

Volkswagen ID.3 Bursts Into Flames In The Netherlands

This Volkswagen ID.3 burst into flames after a woman from the Dutch city of Groningen disconnected it from the curbside charger.

insideevs.com

With the GM Bolt recalls and this VW having these issues gives EVs a bad name.

 

[Artful Dodger]

Together with NN derived imitations or variations of popular moves, like the moonwalk, human partner walzes, tango, etc, and unscripted new ones too

The only dance I want to see is a Marvin the Ranger Teslabot waltzing over to a just-arrived (and unoccupied) Model 2 robotaxi, and plugging it in to the Supercharger, cleaning the windshield and cameras, vacuuming, documenting the car's condition after a busy Saturday nite on Bourbon St...

Cheers!

 

[Artful Dodger]

There's definitely time for 1 more ship to load up and head to Europe from Shanghai, especially if the shipments goes to somewhere like Italy. They pretty much have another 3-4 days to load up a ship and depart it to Europe.

... or Israel: (last shipment arrived May 1st, I think)

Tesla Model 3 to Become Israel's Best-Selling EV, as Ship with 1,500 Units Arrives at Port

Having opened sales in Israel, Tesla met with great success. Thousands of orders were placed on the first day, but in Q1 2021 the company was able to deliver only a small fraction of them. Now a vessel with 1,500 made in Giga Shanghai Model 3s arrives in Israel to deliver the long-awaited cars...

www.tesmanian.com

Cheers!

 

[Prunesquallor]

There's definitely time for 1 more ship to load up and head to Europe from Shanghai, especially if the shipments goes to somewhere like Italy. They pretty much have another 3-4 days to load up a ship and depart it to Europe.

I’m not sure we recognize the seismic shift here. US demand is so high that European (et.al.) is being delegated to Shanghai. Finally. The Tesla factory strategy is totally vindicated (so far). Berlin and Austin are desperately needed.

 

[Thekiwi]

There's definitely time for 1 more ship to load up and head to Europe from Shanghai, especially if the shipments goes to somewhere like Italy. They pretty much have another 3-4 days to load up a ship and depart it to Europe.

I would hope they would refocus some export shipments to APAC now. New orders today on Model 3 in Australia/NZ are still indicated to deliver within the quarter end window so presumably at least one ship is heading in that direction shortly.

 

[22522]

The best part is no part.
The original poster is explaining how to eliminate a lot of parts, and a lot of power consumption, and a lot of failures & etc.

Have you ever been to a railroad switching station in Switzerland... all those tracks?

If you can't do it at the motors, consider the wrist as Switzerland.

Draw a line across all the tendons running through with a Sharpie.
Then use a camera in the middle of the wrist to report the position of the Sharpie marks on tendons to the AI machine.

Figure on an exoskeleton, so there is a lot of space in the middle as the tendons get pushed outward for leverage. So the middle is left for cameras at switching stations and batteries other places.

Push the motors back toward the elbows to shorten/reduce power distribution length/losses. Maybe they can be bussed together. Dynema is pretty light. Some distant memory about radiation ... need to look that up.

 

[Chunky Jr.]

Here is Doug and Marques talking about the Plaid and how they feel about the Taycan't after driving the Plaid:

He also clarifies a bit about what he meant in his Plaid review when he mentioned not needing skill to drive a Plaid - he said some cars like a Lamborghini take skill to drive given the clutch, shifting, and other quirks. Plaid you just hit the pedal and zoom

 

[FireMedic]

Shocking how well the 4 dr. plaid family sedan holds its own against a hand built super car with nearly twice the horsepower for 1/10 the price.

 

[jbcarioca]

With the GM Bolt recalls and this VW having these issues gives EVs a bad name.

don’t forget Hyundai. Both Hyundai and Chevrolet use LG as Tier one.