Drumheller
Active Member
Maybe Ford is planning to license FSD from Tesla. 
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Tesla's Supercharger Team was recently laid off. We discuss what this means for the company on today's TMC Podcast streaming live at 1PM PDT. You can watch on X or on YouTube where you can participate in the live chat.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
An understandable mistake since one must pass San Mateo County to go from SF to SJ., but San Mateo County is far more fundamental to the legacy of Tesla
Besides, San Mateo has Half Moon Bay and San Carlos, itself home to one of the shortest runways in the world that can accept some light jets (<12,500 pounds). I can attest from personal experience that it is a 'colorful' place to land. They even have Jet-A fuel. It is also home to a fair number fo Tesla-owning pilots.
OTOH, San Mateo is the home of my former employer once named Stanford Research Institute (SRI), and, we should remember, the birthplace of Tesla in the old Chevrolet dealership on El Camino Real in Menlo Park:
Menlo Park's only auto factory assembles $100,000 cars - InMenlo
Passers-by may well have seen the sleek, gray and very modern Tesla dealership at 300 El Camino in Menlo Park, just opposite the intersection with Partridge Avenue, on a lot that once was home to Anderson Chevrolet. One of the first two U.S. showrooms (the other is in Santa Monica), this...
inmenlo.com
Furthermore Atherton not too many years ago had the highest concentration of Teslas in the world.
If that is not enough, I spent some of my most formative years in San Mateo County. Among my most stellar accomplishments was advising the nearby Hewlett Packard, based in Palo Alto, the East Palo Alto part in San Mateo County. We, visionaries that we were told HP there was no future in handheld calculators because slide rules were faster and more versatile. That was just a couple of years before buying a Bowmar Brain, a brilliant flash-in-the-pan, maybe pertly because they were not form Silicon Valley so, believe it or not, becoming one of the very first bankruptcies due to lack of chips.
It is sad to hear that long distorted story of San Jose and Sand Mill Road as centers of anything much. OK, so there is that little outfit in Cupertino that has made me more money than has TSLA and that Junior University (my childhood was full of that reference because my father when to Whittier with Richard Nixon.)
As far as I am concerned 300 El Camino Real should have a Tesla museum.
Tesla Motors Dealer - Menlo Park, CA
22 reviews of Tesla Motors Dealer - CLOSED "In one weekend, I see a total of three Tesla's on the road. The light blue, orange, and electric blue."
www.yelp.com
I've been in the middle of a housing search the past months and seen Tesla drop down ~70% as well as the housing market cool down and ramp back up significantly (in only 5 months of the search). It's been a whirlwind and I'm wondering how much of it is due to the trickle down market effects of climate change. With all the rain going on in CA this winter (and now spring), I do wonder over the next years how rebuildable a lot of 70-100 year old homes are going to be and how that's going to be changing the landscape...as well as the roads.
After doing some research, this is becoming a trend across other parts of the world too...i.e. people walking away from mortgages essentially. There's more of these types of articles being churned out recently...maybe a sign that people are internalizing better now the situation at hand and its effects on the various economic markets we rely on?
How Climate Change Could Sink the US Real Estate Market
Rising seas, fires, and outdated government policies threaten a repeat of the subprime mortgage meltdownwww.sierraclub.org
Follow-up q - Was there a thread on Boxabl?
Schwab does have a REIT (Real Estate Investment Trust), yet any number of these companies could also have a non-traded and private REIT - higher returns, not as liquid. So who knows... https://www.sec.gov/files/reits.pdf
I have no reason to suspect, but I was told Schwab REIT is (or was) one of the largest out there. Pure hearsay at this point and why I was asking.
By the way, Elon yesterday posted "Umm... the banks are melting." Nothing new, he's had this position for a while on Fed Powell continuing to raise rates. Specifically he disagrees that the banks are "strong and resilient" per their claims. This seems to be the case as we hear of yet another bank in trouble (Deutsche Bank). Feels like about 2-3/week now.
But your point on migration due to climate change... I hadn't thought of the Real Estate part. People walking away from their homes is concerning. Az and S/W Basin had a nice rain, now would be the time to move out of Az - ahead of the drought. I feel like a sitting duck sticking around where a large chunk of our assets are in the home already. Maybe if I scare everyone off, we'll have enough from rain?
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Nah, I think they saw the paper clip buddy from Microsoft.Maybe Ford is planning to license FSD from Tesla.
... and I thought it would take until 2040 for $TSLA to become the new currency of the realm. I remain highly invested in the Bank of Tesla in both durable and financial goods, but might need to revisit my other shrinking forms of value retention ...
Considering how long FSD has been "Next Year", I think Ford can get a free pass on this claim for the moment. LOL
EV market is shifting very quickly, every year companies wait to get into the market makes the competitive marketplace even more challenging. Ram and Toyota won't be introducing trucks into a vacuum like Ford did, there will be 4 trucks on the road already to comparison shop against. Obviously I think Cybertruck is going to be the stainless elephant in the room, but Ford is going to be on their second attempt while Ram & Toyota struggle with their first large vehicle.
Of course that could be said of the majority of equities...
FWIW, Atherton, in San Mateo County, had for years the highest concentration of Teslas anywhere, perhaps since they are within a few minutes of the original Tesla factory, were/are incredibly wealthy and disproportionately are core Silicon Valley types. Now there are many other areas to the South that compete for the wealth concentrations.
Semi-autonomous was the key word he used, then gave examples. BTW, Bob already sleeps (short bursts) in his Model 3. Dozing off is a form of sleep, so of course Ford could do this in 2 yrs.
But don't underestimate the jolt in AI. The battle by Elon re Microsoft owning OpenAI exclusively is a real threat. Throw in NVDA and I wouldn't be surprised if FSD could be created on (through) your laptops in ~2 years. Super Human Intelligence is becoming common language now.
In case anyone is interested, I follow Matte Wolfe on YouTube. He sounds like yet another youtuber with the most AMAZING reveals everyday... but then he delivers and shows examples. I'm noting the speed of these reveals is accelerating (jolt is the correct term). Matte's like Rob Mauer on meth for AI tools. He's automated out all the dead spots (AI tools) so it's 90 mph facts coming at you - hang on tight! It seems that Microsoft really did pull a DOS once again.
Krugerrand
Meow
Had a similar conversation with someone just the other day. They’ve been transplanted because of the huge flooding that happened last year where there house was in the PNW. (Part of the massive flooding that extended all the way into Canada) They’re still dealing with FEMA and other organizations trying to get repayment for their home, possessions, relocation etc… It’s been a real struggle for the family to just pull up stakes and move to some place completely different and start over; using up their savings, new school, new jobs (in completely different fields), new culture -I've been in the middle of a housing search the past months and seen Tesla drop down ~70% as well as the housing market cool down and ramp back up significantly (in only 5 months of the search). It's been a whirlwind and I'm wondering how much of it is due to the trickle down market effects of climate change. With all the rain going on in CA this winter (and now spring), I do wonder over the next years how rebuildable a lot of 70-100 year old homes are going to be and how that's going to be changing the landscape...as well as the roads.
After doing some research, this is becoming a trend across other parts of the world too...i.e. people walking away from mortgages essentially. There's more of these types of articles being churned out recently...maybe a sign that people are internalizing better now the situation at hand and its effects on the various economic markets we rely on?
How Climate Change Could Sink the US Real Estate Market
Rising seas, fires, and outdated government policies threaten a repeat of the subprime mortgage meltdown
Follow-up q - Was there a thread on Boxabl?
The whole area along the river where they lived that flooded will not be rebuilt. And the reason for the flooding in the first place was multi faceted; climate change, also environmental groups that successfully lobbied for the cease and desist of regular dredging of the river and river bank support/repair, the fact the river has been manipulated over the decades, and the nature of, well, nature and that rivers change course all on their own over time if left alone.
We’re definitely experiencing a planet wide chaos event with many trying to hang onto nothing to see here. But it’s happening. We’ll all be able to look back in a couple decades and see it more clearly. Tesla has most definitely played a role in quickening the change affecting established industries and relative consumer demands and spending.
Krugerrand
Meow
I just feel, too little, too late.
Buckminster
Well-Known Member
This has Boxabl stuff:I've been in the middle of a housing search the past months and seen Tesla drop down ~70% as well as the housing market cool down and ramp back up significantly (in only 5 months of the search). It's been a whirlwind and I'm wondering how much of it is due to the trickle down market effects of climate change. With all the rain going on in CA this winter (and now spring), I do wonder over the next years how rebuildable a lot of 70-100 year old homes are going to be and how that's going to be changing the landscape...as well as the roads.
After doing some research, this is becoming a trend across other parts of the world too...i.e. people walking away from mortgages essentially. There's more of these types of articles being churned out recently...maybe a sign that people are internalizing better now the situation at hand and its effects on the various economic markets we rely on?
How Climate Change Could Sink the US Real Estate Market
Rising seas, fires, and outdated government policies threaten a repeat of the subprime mortgage meltdown
Follow-up q - Was there a thread on Boxabl?
Tesla House / trailer home / travel trailer / RV
Tolittle, Tolate, Toyota
Schwab does have a REIT (Real Estate Investment Trust), yet any number of these companies could also have a non-traded and private REIT - higher returns, not as liquid. So who knows... https://www.sec.gov/files/reits.pdf
I have no reason to suspect, but I was told Schwab REIT is (or was) one of the largest out there. Pure hearsay at this point and why I was asking.
By the way, Elon yesterday posted "Umm... the banks are melting." Nothing new, he's had this position for a while on Fed Powell continuing to raise rates. Specifically he disagrees that the banks are "strong and resilient" per their claims. This seems to be the case as we hear of yet another bank in trouble (Deutsche Bank). Feels like about 2-3/week now.
But your point on migration due to climate change... I hadn't thought of the Real Estate part. People walking away from their homes is concerning. Az and S/W Basin had a nice rain, now would be the time to move out of Az - ahead of the drought. I feel like a sitting duck sticking around where a large chunk of our assets are in the home already. Maybe if I scare everyone off, we'll have enough from rain?
Personally, I think the wildest experience so far has been getting mortgage lenders to back more than 10% of my liquid assets for a mortgage due to searching for an asset-based loan. Mind you, I currently own a home, signed a listing agreement to sell the home after purchase of a new home, sent the listing agreement to the mortgage lender, and they still only up'd the mortgage by 3% higher.
Also, they've been changing the amount they can lend via mortgage consistently. At first, I thought it was I that was the problem, but the more I read about the tumult in real estate ...
Artful Dodger
"Neko no me"
If you buy long-dated Puts to lock in your equity value, this should not be an issue. I'm surprised your lender hasn't suggested it. I suggest you find a better lender (one who isn't deliberately withholding vital information from you).
I'm a long term hold, I've never gotten involved with Puts / Calls. I've been trying to find other mortgage lenders (Wells Fargo, Chase, regional banks). The big ones got back to me with the same message, the regional banks I haven't gotten far enough with.
The issue was the TSLA drop-down. I started my home search in late October at ~$300 / share for TSLA and pre-approval was no issue for a large loan. During the next months, TSLA went from $300 -> $100 -> $200 over a 5 month span. The mortgage lender keeps asking for follow-up on my statements on a monthly basis as TSLA fluctuates and continues to lower than mortgage amount.
Off topic fun fact:Think of recall as *sensitivity*; it's essentially a measure of the detection rate of relevant elements (i.e. things that matter, as opposed to data noise).
Recall and precision are the two metrics typically used to indicate the performance of a detection system.
Wiki page on precision and recall
˝Often, there is an inverse relationship between precision and recall, where it is possible to increase one at the cost of reducing the other. Brain surgery provides an illustrative example of the tradeoff. Consider a brain surgeon removing a cancerous tumor from a patient's brain. The surgeon needs to remove all of the tumor cells since any remaining cancer cells will regenerate the tumor. Conversely, the surgeon must not remove healthy brain cells since that would leave the patient with impaired brain function. The surgeon may be more liberal in the area of the brain he removes to ensure he has extracted all the cancer cells. This decision increases recall but reduces precision. On the other hand, the surgeon may be more conservative in the brain cells he removes to ensure he extracts only cancer cells. This decision increases precision but reduces recall. That is to say, greater recall increases the chances of removing healthy cells (negative outcome) and increases the chances of removing all cancer cells (positive outcome). Greater precision decreases the chances of removing healthy cells (positive outcome) but also decreases the chances of removing all cancer cells (negative outcome)˝.
This means that a perfect filter is almost impossible. Meaning something that nullify both type I (false positive) and type II (false negative) errors. A perfect search engine, for example, cannot exist. Or a perfect recommendation system. Or, again, a perfect forum thread, which contains only relevant AND very informative posts ;-)
FSDtester#1
"Circle Jerk Old Guard" per cyborgLIS
He says is is trying to be "less wrong"... not always right!
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