Yes he invites it. He can't keep his mouth shut and he invites all the attention. Then whines when he gets attention he doesn't like. Peter Thiel is just as weird but he keeps his life private for the most part. Musk puts himself out their constantly so yeah he invites it.
Unfortunately, I think the timing here is quite bad.I agree that Oshkosh vans are a ridiculous choice and there are now far better choices that are commercially available.
The most troubling aspect of the USPS purchase is that only 40% of the vehicles will be electric - the rest are still ICE.
US Postal Service more than doubles EV order yet again – but it's still ordering mostly gas vehicles
The US Postal Service has clearly been reading Electrek and our disdain for its previous decisions not to implement more...electrek.co
"According to a report from Reuters this morning, the US Postal Service now intends to purchase 25,000 EVs for mail deliveries, more than doubling its previous commitment of 10,019 from Oshkosh Defense. Of the first 50,000 mail delivery vehicles ordered form Oshkosh, at least 25,000 of them will be electric. Additionally, USPS shared intentions to purchase more than 34,500 commercial off-the-shelf delivery vehicles over the next two years.
It hopes that 20,000 of those commercial vehicles will be EVs, but the additional 14,500 will still be traditional gas combustion. To reach this EV goal, the company’s purchases will include “as many BEVs as are commercially available and consistent with our delivery profile.” Initially, the combined roll out of replacement postal service vehicles will total 84,500 units, 40% of which are now intended to be EVs. Again, this is welcomed news, but we’re not there yet."
Walmart didn’t report earnings, they cut guidance. Their earnings are in mid August. The reasoning though is something that should be reassuring to the market (which means do the opposite and go red!). It is too high of inventory and they need to cut a bunch of prices because consumers aren’t buying. Which means relief from inflation at least, and maybe some temporary deflation. We had Target already do the same. Others will be following and this is good for inflation and interest rates.
Anecdotal, but inline with Walmart recent guidance change:
There is also a 2 hour discussion with Chunk on this unprotected left turn with obstructed view. Chunk is a retired commercial pilot with strong technical background making the analysis fairly interesting. I watched the first 30 minutes.
Despite only Porsches charging there
I feel like the fish eye camera out of the front providing 180 degree view is being utilized more than the B pillar camera in this case. I wonder if chuck knows one of the camera out of the front is a fisheye.There is also a 2 hour discussion with Chunk on this unprotected left turn with obstructed view. Chunk is a retired commercial pilot with strong technical background making the analysis fairly interesting. I watched the first 30 minutes.
Key point from that video for this forum is that Chunk feels the geometry of the driver side B pillar camera placement is inadaquate to remove the driver at this stop sign due to the obstruction on the left. The angle and placement of the camera, the obstruction on the left, the distance on how far to safely creep forward, and especially the high speed of the traffic all challenge FSD. For human to make the turn, the driver must lean forward past the steering wheel to get a slight glimpse of the traffic on the left. He hopes he has not shown Tesla a problem Tesla cannot solve as that is not his intent.
other points:
- responding to the question on how would he solve this given unlimited budget, his solution is to add more cameras
- since Elon tweeted to Chunk, that is most likely the reason the ADAS team has been there months ago, and returned recently
- these 6 lane unprotected left turn road design are not just in Florida, but also common in Texas
- with respect to make a right turn then make a U at the next light, he avoids that because in the 30 years he has lived there, there has been many times more accidents there than going for the left due to people running the red.
- cars regularly can go 85 mph on this stretch with some motorcycles going over 100 in the night.
- back in v9 days, FSD beta used make 4 right turns, but it just ends up at the same stop sign.
The reaction will probably be fear of confirmation of technical recession since consumers are buying less as shown by Walmart earnings.
what is the 'saline process'?
Markets react in weird ways sometimes, so nothing here should be unexpected green or red. That said, this is clearly an inventory problem more than a recession problem (as of now). It has been building for over a year now if people have been watching. Markets should realize that, but that said (again)… 2nd major retailer with this risk. The disease is spreading and it will hit pretty much all major retailers soon… that segment of the market should drop and drop pretty hard.
The teardown by the TLF only had DBE for the Anode,
