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I first worked in Japan in 1967. From then until now I deeply resent people who regard politeness as a mark of "caution, adverse 'sic' to risk..." . Those who do not understand cultural differences tend to dismiss differences as marks of inferiority.
Rivian's business plan is about making expensive adventure vehicles. Not at all the business model that Tesla has. Tesla had their share of deals with Mercedes and Toyota so I wouldn't even put any value on the deals Rivian has with OEMs. What is the Rivian path to scaling after all this?
It looks like Rivian is competing with whatever ICE competitor there is in the adventure vehicle space. Land Rover?
"So the big surprise this week is this:
Even though only a select few Early Access users will have the code that actually stops the car enabled...
EVERYONE with Hardware 3 gets to see the full self driving visualization."
@greentheonly said:Paint me unimpressed.
If Tesla is deliberately crippling hw2.x experience in order to make hw3 look better (and make no mistake, hw2.x is fully capable of these things and been doing it for over 9 months), it suggests the AP hw was not a bottleneck for all this time.
What's up with $422? We keep bouncing off of EXACTLY $422. Well, I guess it did hit 422.01. Still...
Honestly I think that regardless of their promises I don't know how they won't be busy just building trucks for amazon for the first 5 years+. They won't be a meaningful player in the consumer auto market for a long time.Can someone explain how they have no product on the market, yet they were founded over a decade ago (at some month in 2009)???
Even if they execute EVERYTHING with absolute perfection and brilliance from here on out, how can they catch up ... ?
There will be zero tax loss selling in TSLA during the last few days since no longs are currently down.
There will however be tax loss buying among shorts since they're all down.
I'd guess that it might be wonky with HW 2.5 and they want to avoid any bad press.If to believe @greentheonly on Twitter seems HW2.X is able to render the FSD visualization but Tesla decided to not enable it for that hardware. Is it to push more people to buy the FSD option and upgrade to HW3?
A little bit confused why whould Tesla would do that (if greentheonly is right of course). My Model 3 was built March 2019 (bought FSD at order time) and got HW2.5. Even if FSD is still many months away, having the visualization is still a nice thing to have in the mean time!
green said:it's different, but it does not matter, the codebase is the same, they just compile it for different targets so all this stuff that's currently touted as for hw3 only works on hw2.5, they just don't expose it. The detection of signs, lights, stoplines, ... all of that.
Yes, Electrify America has made it so (far far better than before). However, this network is and will be totally lacking for customers throughout all of 2020 and probably long enough beyond that that it will collapse under its own weight as it raises its prices ever higher to bring in the revenue needed to sustain itself. Chasing away what few customers they get in the process.
VW built the network because they were forced to, but they aren't forced to sustain it. Only by building the cars will they sustain it. It does appear that they are serious about trying to build the cars, but all indications are that in the US at least they won't be big enough and competitive enough to get there. I expect their charging network to wither about as fast as it was built. Sad really.
In the future , Jan/Feb 20 C/C
AJ, Morgan Stanley -- Elon, do you need to do a capital raise? We at MS can do it for you, and manage it for you ..
EM -- F**King, Hell, NO
People have explained it, maybe you weren't listening or you want an explanation that fits your world view?
So while I was writing my own response to some of his posts I missed yours.If to believe @greentheonly on Twitter seems HW2.X is able to render the FSD visualization but Tesla decided to not enable it for that hardware. Is it to push more people to buy the FSD option and upgrade to HW3?
A little bit confused why whould Tesla would do that (if greentheonly is right of course). My Model 3 was built March 2019 (bought FSD at order time) and got HW2.5. Even if FSD is still many months away, having the visualization is still a nice thing to have in the mean time!