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

[Dangerous Fish]

If she has just got the brightness turned down, will that be her favorite mistake?

 

[ClimateOptimst]

I’m 10000% certain he’s not intentionally mocking her. I also think she’s not very bright, and there’s a high probability of user error.

Seems they could diagnose the issue remotely and he's publically help-shaming her for her overly dramatic plea

 

[Crowded Mind]

Nav on AP lane change without confirmation for EAP and FSD owners begins its broad release today.

Introducing a More Seamless Navigate on Autopilot

 

[printf42]

I’m 10000% certain he’s not intentionally mocking her. I also think she’s not very bright, and there’s a high probability of user error.

I feel Tesla should have figured out which car she has and pulled configurations Through the uplink.
Imagine the moment the engineer who’s tasked to do this reporting results to Elon, must be hard to keep a straight face.

 

[Zaxxon]

NoA rolling out this week sans lane change confirmation.

So, like, this also isn't a delivery numbers announcement. Hmm.

Nav on AP lane change without confirmation for EAP and FSD owners begins its broad release today.

Introducing a More Seamless Navigate on Autopilot

At least try a little bit, folks. It was on the same page!

 

[Drax7]

I’m 10000% certain he’s not intentionally mocking her. I also think she’s not very bright, and there’s a high probability of user error.

She is bright enough, she drives a Tesla.

 

[M3Rider]

If she has just got the brightness turned down, will that be her favorite mistake?

Imagine headlines tomorrow everywhere:
Sheryl Crow sets her display mode to "night", Elon Musk helps her to figure out how to change it to "auto".

I would hang myself. She won't admit.

 

[Crowded Mind]

At least try a little bit, folks. It was on the same page!

Sorry, overlooked.

 

[replicant]

She is bright enough, she drives a Tesla.

Until she couldn't

 

[RFernatt]

I don't quite like that movie in the TSLA context: they start at 300, then 299 ... then all the way down until only (spoiler!) 1 remains. What's that, TSLAQ sponsorship???

(Now 10,000 B.C., that's a fine movie, and I see great parallels with TSLA!!)

And the movie for legacy OEMs and Big Oil... Starring MB Spiegel as Scrat.

 

[Antares Nebula]

What is going on people? Who's got the direct line to Elon?

 

[alst]

What is going on people? Who's got the direct line to Elon?

I think he's just being his natural self on Twitter in case someone checks it today before tomorrow's oral arguments.

 

[Antares Nebula]

Just getting caught up and had a chance to watch this.

Phil really was great. I liked how he likened reports of coming competition, to a boy crying wolf.

One thing I will note Craig Irwin the Wedbush analyst said, “I have the data, right. $240 per KWh is what they’re paying for sells out of Japan. The costs at the Gigafactory is higher.”

Ok, so is Craig Irwin lying? Is he misinformed? Or is Tesla lying? How can he just present this as a fact if it’s not true? Should Tesla IR be contacted and perhaps they can correct this false information?

FYI, that is not a Wedbush analyst, but someone with Roth Capital Partners. Wedbush is Dan Ives, and he's a bull.

 

[BornToFly]

You make a good point. She was involved with the biggest liar and cheater in American sports history, so probably not too smart.

You need to read Tyler Hamilton's book, "The Secret Race." There is literally not a single top cyclist at the world level who is not doping.

 

[Big Blue 1011]

ok the S/X numbers might be really bad

They won't really wait until AH session closes, will they? That would not bode well.

 

[Big Blue 1011]

What is going on people? Who's got the direct line to Elon?

This is worse than waiting for the Model Y reveal to begin, for those of us on the East Coast.

 

[Doggydogworld]

“Lots” is relative and from those sources, it’d be a tiny amount compared to what Tesla gets.

They've mapped the world. But perhaps "the world is not enough"?

Accurate labeling and variety matters a lot more than sheer quantity.

Also, relying exclusively or mostly on that data would make any model overfit to the street view sensors. Since they don’t use the same sensors necessary for autonomy in Streetview, using that data would make any resulting model near worthless for that task.

​

Near worthless? You're overfitting your argument to fit your thesis

Tesla’s models, of course, would, and very likely/certainly do massively overfit to their particular sensors and sensor locations. That would be a huge problem were it not for the fact that those same specs are present across the fleet.

So if Tesla changes camera vendors, or makes something like a pickup truck with different camera locations, they have to throw it all out and start from scratch? C'mon. Image NNs aren't nearly that sensor-dependent.

In case you are serious - if they have not already labeled those, how are they figuring out whether you are correct or not ?

One trivially simple approach.:
- Have 4 boxes they know have road signs, 4 that don't and 1 that's unknown
- Pass you if you get the 8 known boxes correct
- Use your answer on the 9th plus the answers from 20 other people to train their NN

 

[AlexS]

And the movie for legacy OEMs and Big Oil... Starring MB Spiegel as Scrat.

View attachment 393414

Ow ow, as it is your idea, change also faces of the animals to Spiegel and friends and post it on twitter.

 

[Don TLR]

She is bright enough, she drives a Tesla.

Then she should RTFM

 

[Singuy]

Deep Dive Model 3 Compared To I3 and Bolt From Munro Experts (more detailed than what we have seen before)

Yeah about that 3 years ahead. I almost feel like the other companies doesn't know what they are doing....