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

[willow_hiller]

If there are versions of FSD that go thousands of miles without intervention, why is Tesla even messing with 12.4, which has been a regression from 12.3.6?

It doesn't make sense. There's a version they have that isn't making mistakes, but they are pushing out poor versions?

I think many of the interventions we're seeing on the current v12.3.6 are unnecessary. I intervene when it makes a wrong turn, or hesitates a little bit, or even when I reach my destination. Tesla will have a mechanism to evaluate clips recorded from interventions and determine whether they were necessary or made for convenience. By that necessary intervention metric, v12.3.6 may already be going thousands of miles.

 

[Linkmeup]

F it, after this shareholder meeting and that comment on market cap, I'm committed for the long-long-term again. I'm going to only take fractional amounts for donations and dividends at certain share price points.

 

[uscbucsfan]

I think many of the interventions we're seeing on the current v12.3.6 are unnecessary. I intervene when it makes a wrong turn, or hesitates a little bit, or even when I reach my destination. Tesla will have a mechanism to evaluate clips recorded from interventions and determine whether they were necessary or made for convenience. By that necessary intervention metric, v12.3.6 may already be going thousands of miles.

I have it on 3 cars, but also there's a ton of video (even of 12.4.1) making dangerous maneuvers that require interventions to know that's not true. 12.3.6 still doesn't even know what a school bus stop sign is, yet. Neither 12.3 or 12.4 are good at UPL.

Saying they can't find interventions, but seeing them struggle at Chuck's turn (with Tesla employees) just creates eye rolls from anyone who isn't all in.

Edit: If they are thinking 12.3.6 is "near perfect" as you are suggesting. Tesla is going to miss on RTs. I think they are smarter than that and Elon is just talking.

 

[jkirkwood001]

BULLISH.

Edit: Thanks, Elon. Glad to see you so happy! You deserve it.

 

[philw1776]

Optimus with HW5 revealed

 

[hobbes]

Three new covered cars in this picture... but two look identical. I have an idea what that could mean - what are your thoughts?

https://twitter.com/x/status/1801367995274371076

 

[TesslaBull]

We don't pay insane rates per kWh like CA. I'd have to pay over $32k for 10kW to replace a $200/mth bill @ $.15/kWh

10kW Tesla solar is ~$16k after tax credit. Using your number of $200/month or $2400/year, you are getting a 100% safe, risk free 15% return on your investment. The stock market does not provide that. The best 100% safe return you can get now is ~5%.

 

[Darkfox021]

Fantastic job navigating the T question, Elon.

 

[AndrewZ]

Wow Elon is also describing remoting into cars when they’re stuck like Waymo

 

[Darkfox021]

Non-foundation series Cybertruck available to order some time next quarter!

 

[GhostSkater]

Wow Elon is also describing remoting into cars when they’re stuck like Waymo

No problem with that, the problem is like some reports describing Waymo having 1.5 people per car involved in monitoring

A center that takes care of thousands of vehicles, given interventions will be rarer and rarer? It's the only way, at least until the car can figure out it's own intervention

 

[freakdahouse]

Did anyone asked how we will circumvent the European tariffs imposed to the model 3 MIC?

 

[cliff harris]

Did anyone asked how we will circumvent the European tariffs imposed to the model 3 MIC?

Those are only planned to affect chinese owned brands AFAIK.

 

[Max Plaid]

51%

50% +1 vote...

 

[Stretch2727]

Three new covered cars in this picture... but two look identical. I have an idea what that could mean - what are your thoughts?

https://twitter.com/x/status/1801367995274371076

Robotaxi and lower cost consumer car on a similar platform much like 3 and Y.

 

[freakdahouse]

Those are only planned to affect chinese owned brands AFAIK.

Nops, there is already a warning on the Tesla model 3 order page that prices will go up on the 1 July. Just canceled my m3p order because they already said that tesla wouldn’t be honoring actual price.

 

[willow_hiller]

I have it on 3 cars, but also there's a ton of video (even of 12.4.1) making dangerous maneuvers that require interventions to know that's not true. 12.3.6 still doesn't even know what a school bus stop sign is, yet. Neither 12.3 or 12.4 are good at UPL.

Saying they can't find interventions, but seeing them struggle at Chuck's turn (with Tesla employees) just creates eye rolls from anyone who isn't all in.

Edit: If they are thinking 12.3.6 is "near perfect" as you are suggesting. Tesla is going to miss on RTs. I think they are smarter than that and Elon is just talking.

Elon just addressed your point live in the Q&A. They consider Chuck's UPL to be one of the most difficult ~1000 intersections in the US, and that's why they use it to benchmark versions.

For every 0.1 mile driven in that sort of situation, there probably are hundreds of miles for most roads that go by without incident. I've personally stopped measuring miles per intervention and started measuring days per intervention on V12.3.6. At this point I've come close to weeks worth of driving without touching the brakes or the accelerator.

 

[Max Plaid]

Stupefyingly dull meeting with nothing new... I'm off to bed...

 

[CyberShy]

Optimus with HW5 revealedView attachment 1056331

Does this dress make my ass look big?

 

[wipster]

And still no questions about lower priced car availability using existing production lines... guess we'll have to wait until 8/8.

Overall glad Elon seems happy, but didn't really learn anything new. But then again I didn't have anything else to do, guess I'll go shoot up now.