I would think Occam’s razor says they couldn’t get all the numbers in from China and perhaps somewhere else to get a completely accurate summary in time for today’s market start. That is a much simpler explanation than trying to delay bad news.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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I would think Occam’s razor says they couldn’t get all the numbers in from China and perhaps somewhere else to get a completely accurate summary in time for today’s market start. That is a much simpler explanation than trying to delay bad news.
humbaba
sleeping until $7000
That's fair, but note that you are disagreeing with Andrej. Watch the video, listen to what he says. I was just relaying it.
EVNow
Well-Known Member
Have a feeling the late release of P&D is to do with tomorrow's oral arguments.
Release the numbers as reports of the arguments are coming out
Release the numbers as reports of the arguments are coming out
Pezpunk
Active Member
you do realize numbers don't need to travel by boat, right?
Yup, just another Potemkin village like the gigglefactory... swampland and “cranes”
Nothing to see here....
Nothing to see here....
Don't think this video got shared yet (correct me if I'm wrong):
They've started paneling the roof.
WHAT IF, Elon decides not to release delivery numbers at all ?
He could say, the analcysts and Shorty Air Force embracing MSM will spin anything negatively anyway and they want to trumpet their false narrative, so let them do that without any fuel, just hot air. No point feeding them.
Investors will get the full picture on the Earnings Release, market can speculate all they want.
ps: or just say something super-vague, like:
Total Deliveries were up well over 400% YoY.
He could say, the analcysts and Shorty Air Force embracing MSM will spin anything negatively anyway and they want to trumpet their false narrative, so let them do that without any fuel, just hot air. No point feeding them.
Investors will get the full picture on the Earnings Release, market can speculate all they want.
ps: or just say something super-vague, like:
Total Deliveries were up well over 400% YoY.
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bdy0627
Active Member
Those who would prefer not to hold leverage through a dip may care though. It's one thing to know what we know about Tesla, and feel confident holding long term, but it's quite another to deal with the spin from the media/analysts that affects the short term share price. I for one am not confident holding a high percentage of June/July OTM calls going into the P/D report. I've sold about 1/4 of mine. Having done so, I'm ok with a dip or climb on this report.
Another thought: if S/X deliveries are down, maybe they’re incorporating some initial P/L into the P&D report to show that revenue/profit is not affected as much, or at all, as it may seem from just “naked” delivery numbers.
I thought I read somewhere that they travel via Model X filled with hard drives.
Slightly OT
But to come up with a dataset with enough edge cases, you need a large fleet collecting them. It’s like you have to have access to a large data set then throw away invaluable portion of it.
For Tesla, this selection is done on every car, they are constantly adjusting the triggers that make a car collect then send data back, so they don’t need to blindly send all data.
Again, no other vendor has the fleet that can do this at this scale.
When you actually train the net, you want a balanced dataset, which have enough edge cases and not be overwhelmed by happy cases.
But to come up with a dataset with enough edge cases, you need a large fleet collecting them. It’s like you have to have access to a large data set then throw away invaluable portion of it.
For Tesla, this selection is done on every car, they are constantly adjusting the triggers that make a car collect then send data back, so they don’t need to blindly send all data.
Again, no other vendor has the fleet that can do this at this scale.
It's not a swamp, it's a floodplain. And a floodplain with pretty good defenses - the new/main airport is on the same floodplain.
Pezpunk
Active Member
That makes a lot of sense to me
humbaba
sleeping until $7000
The capacity to collect is important. What is not helpful is collecting everything. There was a post a while back about, internally, there being "campaigns" to drive data collection. In other words, trying to collect data on specific cases so as to have better coverage.
Note: your data isn't useful if it isn't clean, relevant and accurately labeled.
And, yes, I agree, Tesla has the best data for FSD.
[edit: so, yes, we agree. Just trying to be clear that having a mountain of data isn't helpful. Having "clear, relevant and accurately labeled data is what is required.]
Causalien
Prime 8 ball Oracle
Historically, the date of the p&d release has no bearing on whether or not it is bad/good. Chances are it is harder to compile with different jurisdictions.
Historucally, tesla's earnings date delay do have some bearing on how good/bad the number is. The earlier the ER, the better the number.
My razor says that the SEC is holding back approval of delivery numbers to spite Elon.
Historucally, tesla's earnings date delay do have some bearing on how good/bad the number is. The earlier the ER, the better the number.
My razor says that the SEC is holding back approval of delivery numbers to spite Elon.
T-Will
Member
It's the latency that kills ya.
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