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

[bpjod]

Tesla Bot?
View attachment 699955

Ha! Just finished driving 1,400 km (yesterday and today) to go fishing on the coast. Will be driving back home on Friday. Stopped at a few Superchargers along the way.

So I’m thinking of an attendant TeslaBot that plugs my car in, takes my garbage for me, then washes my windows and headlights for me. When done charging it unplugs my car so the car can drive itself to an empty parking spot while I’m enjoying a nice dinner.

The first places this needs to be done are the most conspicuous places like malls (CrossIron Mills in Calgary, the Supercharger in Abbotsford, etc.) and especially chargers at gas stations (such as the new one in Golden). That’ll really get the Luddites thinking.

 

[JustMe]

Differing official speed limits are a bad idea, likely to further introduce resentment from those stuck with ICE while waiting for an EV they can afford or have a place to charge.

A better option is to brief law enforcement to be lenient on EVs pushing the limit.

Preferential treatment by the police would be much worse than different regulations.

 

[Carl Raymond]

So Tesla has been thinking about a general purpose humanoid robot years ago.

Elon first tweeted about population implosion and the inverted age pyramid problem at least two years ago. It’s handy to have an irrefutable arg to support the dev of a humanoid robot, to counter people who might fear unemployment.

If Tesla pull this off, the number of pages in history “books” devoted to Musk has 10x’d. Surprisingly, not everybody gets the significance of a self driving car, but pretty much everybody notices the humanoid robot in the room.

 

[Carl Raymond]

Preferential treatment by the police would be much worse than different regulations.

I think there’s already preferential treatment. Hotted up noisy cars get pulled over more often.

 

[vwman111]

I'm honestly fairly confident in a 10x in the next decade. I'm more unsure beyond that, but as Tesla continues to expand its TAM, I am just not sure how crazy things can get...

10X is 7 trillion valuation....let' get to 1 trillion, then surpass Apple's valuation whatever that happens to be at the time, then sky's the limit

 

[redan]

Optimus already has an official Twitter page (joined June 2021 - and several unofficial pages) and has begun recruiting for Tesla. Optimus and its NN are already working!

https://twitter.com/x/status/1429440757761404934

https://twitter.com/x/status/1429537091625447425

 

[Singuy]

Optimus Prime already has an official Twitter page (joined June 2021 - and several unofficial pages) and has begun recruiting for Tesla. Optimus Prime and its NN are already working!

https://twitter.com/x/status/1429440757761404934

https://twitter.com/x/status/1429537091625447425

Optimus can work for the Nigerian Prince because it got that spamming thing down!

 

[elasalle]

Optimus Prime already has an official Twitter page (joined June 2021 - and several unofficial pages) and has begun recruiting for Tesla. Optimus Prime and its NN are already working!

https://twitter.com/x/status/1429440757761404934

https://twitter.com/x/status/1429537091625447425

I want you to join Tesla so that you can build me

 

[Unpilot]

Predictions for next week.

1. low volume meander around the 670/680 price.
2. Some awareness that AI day was something special ..so a slow steady climb.
3. Bang! Up she goes!

What say the collective?

 

[Andy O]

Elon's litmus test - if you can turn off the GPUs, then DOJO works.

(high level)So DOJO is just a hardware stack to do ML where GPUs are the current preferred over CPUs. GPU's though developed for graphics/gaming found their niche in ML because they were better in doing vector math as compared to CPUs. cheers!!

He asked for a simple explanation. Instead you used acronyms. Well, actually initialisms.

 

[gabeincal]

Predictions for next week.

1. low volume meander around the 670/680 price.
2. Some awareness that AI day was something special ..so a slow steady climb.
3. Bang! Up she goes!

What say the collective?

I'd say #1 until part shortage is easing. Probably mid-Sept or even later.

Considering I live off of selling puts, I'm very happy with the price just staying around the current levels (or max 100 up / down).

 

[goinfraftw]

I'd say #1 until part shortage is easing. Probably mid-Sept or even later.

Considering I live off of selling puts, I'm very happy with the price just staying around the current levels (or max 100 up / down).

October. The market will need to adjust to GigaTexas and GigaBerlin starting production.

Also, infrastructure bill as it looks like.

 

[BornToFly]

Predictions for next week.

1. low volume meander around the 670/680 price.
2. Some awareness that AI day was something special ..so a slow steady climb.
3. Bang! Up she goes!

What say the collective?

If macros are green in the morning, I'm hoping we open over 690 and hit 700 so I can sell some covered calls for end of September. I don't want anything hanging over into Octobers release of Q3 numbers.

 

[Singuy]

October. The market will need to adjust to GigaTexas and GigaBerlin starting production.

Also, infrastructure bill as it looks like.

Or they will need to adjust to a gaap net income of 2B from earnings in OCT

 

[lafrisbee]

A great challenge of life: Knowing enough to think you are right, but not knowing enough to know you are wrong - Neil deGrasse Tyson

I don't remember valuable quotes. I remember fun ones. But this one almost applies somehow at this point in time to all this AI stuff.
"If the human brain was simple enough to understand it we wouldn't."

 

[Electroman]

Image Space vs. Vector Space. I am a Physics major with a reasonable grounding on Math. The way I understood this is, the difference between how maps were displayed between Mapquest .vs Google Maps.

 

[mblakele]

https://twitter.com/x/status/1429440770658820100

Nice to see a job on the semi team. This product is key to the sustainable energy mission.

 

[RobDickinson]

Image Space vs. Vector Space. I am a Physics major with a reasonable grounding on Math. The way I understood this is, the difference between how maps were displayed between Mapquest .vs Google Maps.

Yeah I would guess its a similar shift, oddly Elon was one of the first to do vector maps in flash online in browser...

 

[FireMedic]

Weekend OT:
I just went with the kiddos to see Free Guy. Spoiler alert

The movie does quite a bit to support my hopes that AI will likely be the good guy and evil human tendencies will remain a strain on progress.

Also lots of Teslas in the last few minutes when “Paradise” is reached.

I won’t say more, but it’s certainly worth a watch especially if you like Ryan Reynolds. He is the cutest! My daughters words, not mine (that’s a lie).

 

[ZsoZso]

The bot is listed as being 5’8” which happens to be 4’20”. Coincidence? I don’t think so.

And its weight is supposed to be 150lbs ? That must be a typo, I'm sure they meant 152lbs (=69kg).