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

[Krugerrand]

If Linette Lopez wrote the above it could just be due to her ignorance.

We’re giving her the benefit of the doubt, why? Just an honest mistake?

 

[Remus]

Am I missing something? Why are you comparing computer vision + autonomous driving to natural language processing? Other than both make use of machine learning there is nothing similar between them. And, for all the issues with defining the problems confronting driving, that is nothing compared to the difficulty of parsing a single language -- let alone translating between them.

Both are machine learning based not similar enough for you? Tesla's new SoC happens to be a specialized NN computer! NN just happens to be the most important part of the system!

The underlying NN structure and the training mechanism are essentially the same. Actually natural language processing is a much simpler problem than object recognition based on video.

 

[SW2Fiddler]

If Linette Lopez wrote the above it could just be due to her ignorance.

Move over, Poor Jim “Distributed Solar” Chanos!

Linette “Positive Electron” Lopez wants the dance floor for a solo.

 

[ReflexFunds]

I don't know about this AI thing at all. Pick Google translator, the best AI based translator. Chinese, Korean and Japanese related translation is complete garbage. While I am vacationing in France, just found out it's French translation is only adequate in the most common daily sentences, very often I got jiberish.

Note that Google specialized in natural language understanding and is widely considered to be the best AI company in the world.

Natural language is a very different problem to Vision. I find Google Translate extremely useful for all languages, it is never precise, but has always been functionally useful since the 2016 upgrade to a machine learning system. Natural language AI had multiple huge breakthroughs last year, none of which have yet been integrated into a commercial translation app, so I expect to see big improvements in Google Translate in the near future.

 

[Krugerrand]

So what do we make of this?

green on Twitter

View attachment 397622

View attachment 397623

View attachment 397624

I make that he should mind his own business and quit sabotaging Tesla. They keep things secret for this very reason and I don’t find his meddling even a bit cute or clever.

 

[schonelucht]

This is normal behavior for every almost executive in every industry. Stock is a large portion of their pay. If you need money, you sell stock. If you follow a proper investment plan, you sell stock. For many of them, the sales will be automatic.

While this is true, Gracias is selling 50k shares out of a 270k position. Previously he was selling at a much more modest rate. It might be that he just needs money, but it might also be that he is on the way out and separating from Tesla.

 

[lklundin]

Sounds like Elon could buy the whole fund and make Einhorn go away

That would be less entertaining.

 

[lklundin]

We’re giving her the benefit of the doubt, why? Just an honest mistake?

Credit where credit is due.

I think Linette Lopez is genuinely dumb and thus not always dishonest.

(based on reading her twitter feed).

 

[Krugerrand]

These would sell like hotcakes at the Tesla store alongside the short shorts.

On sale today, one day only! Buy a pair of short shorts and get a pair of reasonable pants free!

I don’t know anyone who could or should be wearing short shorts, but I’ve a whole bunch on my Christmas list that could benefit from a pair of reasonable pants. I’m a customer.

 

[Remus]

Natural language is a very different problem to Vision. I find Google Translate extremely useful for all languages, it is never precise, but has always been functionally useful. Natural language AI had multiple huge breakthroughs last year, none of which have yet been integrated into a commercial translation app, so I expect to see big improvements in Google Translate in the near future.

I am taking the online machine learning course from Stanford, the solution to the two problems are strikingly similar, especially when you talk about video based object recognition.

Google translate Functionally useful maybe 10 percent of the time when translating from Japanese to English. I found a sign in a restaurant in Japan that says "help yourself with water, no charge" and Google translate says "bring your own water".

I use Google translate to help me translate English to French, the waitress looked completely confused by what Google translate says to her.

 

[Rarity]

While this is true, Gracias is selling 50k shares out of a 270k position. Previously he was selling at a much more modest rate. It might be that he just needs money, but it might also be that he is on the way out and separating from Tesla.

Not something that I would put any money on. Musk and Gracias are long-time friends and business associates.

 

[mongo]

Stop it. He’s not doing anything illegal. Don’t be gullible.

I read it as: the illegal action would be a false report of a 144 (114?) sale, not the sale itself...

 

[Sancho]

That assumes a cellular/ WI-Fi network robust enough to support safety critical applications.

If the car when empty loses Internet connection, it will need to pull of the road at the first opportunity, and another car will be sent to the customer. With Uber I regularly get a driver switch waiting for my car to arrive.

 

[TheTalkingMule]

Jaguar CEO on CNBC right now, (paraphrase) "I don't think we'll see the majority of car sales being EVs for at least a couple decades."

Lol....it's almost physically impossible for adoption to slow to that rate. No follow up question of course.

 

[KarenRei]

While this is true, Gracias is selling 50k shares out of a 270k position. Previously he was selling at a much more modest rate. It might be that he just needs money, but it might also be that he is on the way out and separating from Tesla.

Or it might be simple statistics that with dozens of high-ranking executives, one exec happening to sell 50k shares at a given point of time is not a rare event. :Þ

 

[ggies07]

Jaguar CEO on CNBC right now, (paraphrase) "I don't think we'll see the majority of car sales being EVs for at least a couple decades."

Lol....it's almost physically impossible for adoption to slow to that rate. No follow up question of course.

 

[Cobbler]

Stop it. He’s not doing anything illegal. Don’t be gullible.

Hold your horses, of course I mean: publishing a fake document to harm the SP, should be illegal.
If it's a legit document, then the explanation by KarenRei makes sense.

 

[SO16]

Sounds like Elon could buy the whole fund and make Einhorn go away

Einhorn would love that. No. Einhorn needs to be crushed.

 

[mongo]

If the car when empty loses Internet connection, it will need to pull of the road at the first opportunity, and another car will be sent to the customer. With Uber I regularly get a driver switch waiting for my car to arrive.

What if the safety driver is needed to intervene during that drop out?
Either the remote safety driver is required, in which case you cannot have communication drop outs, or they are not needed and are not a safety driver, but rather an edge case drive arounder...

 

[AlexS]

Hold your horses, of course I mean: publishing a fake document to harm the SP, should be illegal.
If it's a legit document, then the explanation by KarenRei makes sense.

well why not to borrow money against these shares? why sell? Someone else said maybe he is planning to leave Tesla, makes more sens.