TheTalkingMule
Distributed Energy Enthusiast
Nice steady volume into the close. Summer is officially over!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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lafrisbee
Active Member
The Accountant
Active Member
As @st_lopes commented, most costs at Berlin and Austin get capitalized to Buildings and Equipment during construction. Even payroll costs involved in validating equipment get capitalized to equipment (not expensed) and later depreciated over several years.
I did however include $15m in expense to cover costs that cannot be capitalized such as employee training and management personnel such as human resources, etc.
I included $10m for higher shipping costs due to expedited shipping. As you say, it's a stab in the dark.
Why didn’t I buy more!
You might be saying the same in a few years time based on today's prices, too.
Watching rob mauers first drive it’s pretty clear the car doesn’t recognize objects in front, this scene was super scary and embarrassing imho:
So imho this should have not been released w/o general object detection.
It is a beta and you need to be watching the road at all times. It is a judgement call to release beta software and IMO, it is ready. I get yours is different.
willow_hiller
Well-Known Member
That voxel object detection is in the FSD 10.2 stack. You can see this crosswalk post visualized in voxels in one of the subsequent tweets in that thread:
I don't think there's anything wrong with perception. It can probably see the obstruction, it just doesn't yet know how to respond to it. The way those construction cones were laid out would have required the car to cross the double yellow.
lafrisbee
Active Member
THIS is a prime example of what I mean when I say that FSD can't comprehend the stupidity of humans. Each of those signs are wrong. How is a machine going to understand the stupidity of
Orange sign... Go either side of this sign except maybe more to your left
White sign...do not go
Yellow sign...go down the closed road.
It is almost as if some youtuber tried to test FSD.
Yep, exactly this. The car needs more training to know what to do in cases like this. It is "beta" after all!
We need more context to know what "paying to have parts shipped" mean. Chips which I hope what Elon is referring to would be very light. On relative terms, yes 500% increase in cost but in absolute terms, a nickle vs a penny.
Apple I believe air freights 100% of their products. Phones for sure. Every one of them from the past 5-6 years go from factory to doorstep.
We blow out - UNLESS Wallstreet pulls some BS and upgrades consensus higher and we miss or 'barely' beat.
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Favguy
Member
A very fair point, but the default behavior if it doesn't understand poor signage or objects in its path needs to be a failsafe stop and request human takeover, rather than attempting to continue and crashing through the objects!
I'm confident this will keep improving to near perfection eventually, just hoping no one is hurt in the meantime, for both those involved and the s**tstorm that will occur in the media.
RobDickinson
Active Member
We know they have shipped LFP packs from Shanghai to Fremont for sure.
I think FSD should just simply re-route to avoid this section of the road, or stop to wait driver's intervention.
HG Wells
Martian Embassy
Personally, I think it should stop at the intersection and fire off a few nasty emails to the road works department about the signage.
jhm
Well-Known Member
Wonderful. Do we have any sense how much flow of materials will be hauled from Giga Nevada to Giga Texas at least in the early ramp-up years?
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