Drumheller
Active Member
The issue with sales is that once you offer a discounted sales price, people in the future will wait to buy until the next time it goes on sale. I do this with many of my purchases.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
That's not Tesla's intent: "Single-Stack" is being developed through the FSD Beta process. It will replace the old code base which now runs Autopilot (Hdw 2.5+ FSD Cmptr req'd). Autopilot will be a subset of FSD.
Safety will not be optional.
All safety features of full FSD will be present in Autopilot on every base model Tesla going forward. It's the convenience features that you'll pay for with an FSD purchase or subscription.
Cheers!
P.S. Tesla will mine training data from all its cars in the fleet which have the hdw to support "Single-Stack", whether their owners paid for FSD or not. That data is arguably more valuable than the revenue from FSD, since this data enables Robotaxi at some point down the road (and proves it's safety record to Regulators). Winning!
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While this sounds funny I am afraid exo-skeleton means that the VRUs will be in a world of hurt, too, if it comes to a collision. Disagree for your comment on 3), as the hard outer shell will have a great negative impact IMHO.
Compared to human flesh, all cars have hard outer shells. Very few have enough give to prevent serious injury, particularly not at the corners where impact is concentrated. The relatively sharper angles are a bigger concern with the Cybertruck, but hopefully the build in safety features will mitigate that. The best vehicle versus pedestrian collision is no collision.
petit_bateau
Active Member
You are absolutely right. I was about to point out that the gen2 sats with the laser links were already flying and that some users had already noted latency reductions (44ms >>> 37ms)
but then I realised that the observed latency reductions were not of the correct magnitude (20ms) for the laser links, and that in any case it seems FCC has yet to authorise switch-on
But I really can't see the laser links not getting approved. The US defence implications are such that it will surely get approved. Not that many text users will ever notice, though I'm sure there will be some edge case out there.
I have not had that experience with CCS, but I don’t use it in the US, where the primary providers seem determined to make everything shoddy. I’m confident YMMV.
petit_bateau
Active Member
I think the most likely usage is even more terse, "target AAAA at grid ref XXX,YYY" with no need for fancy satcom terminals. Hmmmm .... maybe latency will matter for designating fast movers, this is that edge case. Standby to see those laser links get authorised PDQ.
2daMoon
Mostly Harmless
Nice to see the shift to the left (Buy/Outperform) consistently increasing.
Might there be hope for more analysts waking up and smelling the roses?
Tata: Jaguar iPace, Stellantis: Fiat 500e compliance car cá 2013 and new 500 BEV.
you said 0 in 2021. Not many people liked either one in 2021 but they were sold. The Jagjar BEV sales were dropping by then, but still sold.
i wasn’t confused. Your source seems to have been.
As for reliability, I mentioned that because AFAIK the only really reliable US charging network is Tesla. Whether we like it ir not CCS has become the European standard, as well as dominant outside China and Japan. Tesla is already supporting that in the EU, and is about to in the US.
Also lets wait out how it turns out for the Model Y before we jump all the way in
Great point. If I were VW, I would simply buy IDRA and stop Tesla on its tracks. That alone is worth $15B for VW and Toyota and everyone else who are threatened by Tesla.
Shares are not sold, but diluted. Tsla wouldn't feel the impact and most likely go up as most sees idra as something Tesla should defend.
If your head hits the hood, it makes a big difference how hard it is. Euro NCAP even maps that:
That said, we can definitely agree that no impact is best and Tesla is improving rapidly on active collision avoidance - this is also from the recent tests with Model Y:
CPCA data out at 1 am pacific time. The 77k figure was just an estimate from a CPCA official. We'll get the actual number (which is likely to be a bit higher since a estimate is usually made with incomplete data) and production numbers (which is the real story here).
ZachF
Active Member
Oil and natural gas continuing their slides lower. Oil bearing $80/barrel. Gas prices have continued to drop daily/weekly.
Yeah….how bout those comparisons to inflation in the 70’s/80’s again. What a bunch of BS the inflation fear narrative has been. We’re about to see a collapse in inflation in the coming 2-3 months
Chinese and European economies are rapidly decelerating, putting downward pressure on prices.
Not clear if the hood of the Cybertruck is going to be 3mm thick, is that even part of the exoskeleton? This is a good argument for why it shouldn't be. The hood on my Model Y is super flexible... feels like it's much less rigid than the side panels.If your head hits the hood, it makes a big difference how hard it is. Euro NCAP even maps that:
That said, we can definitely agree that no impact is best and Tesla is improving rapidly on active collision avoidance - this is also from the recent tests with Model Y:
But the illustration is a car. Pickup trucks will map significantly differently. Not that I think Tesla should use modern trucks as a benchmark, but just the visibility differences between the Cybertruck and a typical North American pickup truck should massively reduce pedestrian impacts. Not sure about the softness of the hood, but the wedge shape should significantly mitigate the effects of an impact.
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