oh, weird, I thought it was windmills....
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
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Antares Nebula
Active Member
It's because nobody listens to him. Gordon Johnson of fairfax financial short and distort scheme, working with Chanos at the time. This guy should simply be barred from being an analyst. He and Anton Whalman are cut from the same cloth.TSLA is up premarket despite the latest and greatest price target cut:
"Vertical Group says Tesla running out of car buyers, cuts price target to $54. (link: http://dlvr.it/R2Cww6) dlvr.it/R2Cww6 "
Are the short sellers behind the anti-Tesla media crusade...or is it someone more sinister?
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humbaba
sleeping until $7000
Since it appears to have been missed from before, I'll reiterate: what you are describing in no way requires a large data set. If you have a trillion records and ten of them represent an edge case, how would you even know? How would you find them when the problem is that they haven't been labeled? It does you absolutely no good. And, if you do know you need it, odds are pretty good that out of those ten you might have two or three that are usable (obscuration issues, focus issues, repeats of same presentation, etc.).
What is needed is the capacity to collect. And this is what Tesla has in spades due to every car being instrumented. So once they identify a case where they need more coverage they push a campaign out to the fleet so that they can have targeted data collection for that edge case. Doing so removes the "needle in the haystack" problem of having too large of a data set. This gives them a data set that is relevant and small enough to sift through to ensure that labeled data has the range needed to be useful for the neural net.
If it was just having a large data set I think google would not be trailing Tesla so much -- and might even be in the lead. What Tesla has though is a roaming fleet that can be tasked to collect data as needed and to evaluate the neural net's performance through an order of magnitude more instrumented miles driven. A defender of Waymo would point out that Tesla does not have much in the way of autonomous miles, but that is fairly irrelevant: Waymo's miles are in geo-fenced areas and so lack generalizability. What really matters is the evaluation of the neural net, and Tesla is way ahead of anyone else.
Finally, if you don't believe me you should watch the video of Andrej Karpathy. I was struck by his point about too much data (and it resonates as I'll note below) so I repeated it here. He didn't go into all of this detail in that video, but the information is available. Feel free to disagree, but you should be aware that you are disagreeing with Andrej Karpathy as well.
(Note: this "too much data" is a problem for anyone who over collects. In my field you get places that practice excessive logging. Which doesn't help find problems and increases legal risk. There are companies whose business is to try and automatically classify (label) data and facilitate searching -- and they work to a point. But data collection and exploitation is as much art as anything and it doesn't help to have too much data. If you don't have a plan for how to exploit it then it is just costing you.)
Antares Nebula
Active Member
What about inertial dampeners? I need some in my Model S ludicrous.
Dan Detweiler
Active Member
OT but relevant I think.
The new 8.5 update for Nav on Autopilot is a HUGE step forward in the system. At least that was my first impression this morning when I tried it for the first time. VERY impressed. This stuff is happening folks...and people are going to want it.
Dan
The new 8.5 update for Nav on Autopilot is a HUGE step forward in the system. At least that was my first impression this morning when I tried it for the first time. VERY impressed. This stuff is happening folks...and people are going to want it.
Dan
Group buy?
Todd Burch
14-Year Member
humbaba
sleeping until $7000
Well, the rest of
Todd Burch
14-Year Member
Confession:
Yesterday I liquidated my TSLA position at open (my broker doesn't do pre-market trades). In hindsight I think it was a huge mistake and I'm buying it all back this morning. It hurt my cost basis by about $8/share. I was expecting a drop to continue throughout the morning and wasn't sure if there would be negative SEC repurcussions but neither happened.
I am a long (or have been traditionally) and have been pretty much all-in since not long after the IPO. I held when we dropped from $380 to the $250-280 range multiple times, when I could have been "smarter" and played the volatility. But the drop in S/X deliveries really spooked me as I know that's where a good portion of GMs come from currently.
With the easing pressure of the SEC debaucle and some reflection, I realized there are lots of good things to come, so I'm all in again this morning.
The mistake cost me a few thousand bucks in the short term, but I'm still confident that long-term I'll be in really good shape. (Stock would have to drop a lot for me to come out with a loss overall due to TSLA, so I'm luckier than most).
Moral of the story: Don't sell at a bottom. (Smacks forehead aggressively).
Yesterday I liquidated my TSLA position at open (my broker doesn't do pre-market trades). In hindsight I think it was a huge mistake and I'm buying it all back this morning. It hurt my cost basis by about $8/share. I was expecting a drop to continue throughout the morning and wasn't sure if there would be negative SEC repurcussions but neither happened.
I am a long (or have been traditionally) and have been pretty much all-in since not long after the IPO. I held when we dropped from $380 to the $250-280 range multiple times, when I could have been "smarter" and played the volatility. But the drop in S/X deliveries really spooked me as I know that's where a good portion of GMs come from currently.
With the easing pressure of the SEC debaucle and some reflection, I realized there are lots of good things to come, so I'm all in again this morning.
The mistake cost me a few thousand bucks in the short term, but I'm still confident that long-term I'll be in really good shape. (Stock would have to drop a lot for me to come out with a loss overall due to TSLA, so I'm luckier than most).
Moral of the story: Don't sell at a bottom. (Smacks forehead aggressively).
larmor
Active Member
I'm so confused, who will protect the shortseller's interests when he tweets that he is making the worlds biggest factory(ies) to replace oil based transportation, or tweets progress related to such? Or does he now have to pretend his cars run on something else than electricity...
Antares Nebula
Active Member
@Fact Checking kudos to you for having faith in this judge and the system. I was convinced of the argument (see my first ever post on TMC), but I had doubts whether the judge would not just groupthink with the media on this. I am so glad that facts and logic prevailed. Pretty good outcome (and much needed after last night's fiasco). Shorts are smarting from this, but it is exactly as many of us here at TMC stated. The judge questioned the materiality of the tweet, specifically noting whether prior info (she clearly had in mind the numbers from the conference call) can be considered material. She's smart, and an independent thinker. Kudos to her!
Tesla Got an Early Lead, but Luxury Electric Rivals Are Racing to Catch Up
Here we have the latest anti Tesla FUD from the yellow rag known as the NYT.
Best part is that not only is Tesla DOOMED by all the legacy car manufacturers that are going after Tesla’s market share with the introduction of multiple BEVs (with no mention of what all these new BEVs might do to their ICE business overall) but the NYT hurries to take a swipe at BEVs in general, bringing up this exotic thing called a ‘Level 2 charger’ which costs ‘thousands of dollars’ and how necessary it is to achieve a 20mph charging rate, which is still not enough!
I read this rag to keep the enemy close, but It is a chore I must admit.
Here we have the latest anti Tesla FUD from the yellow rag known as the NYT.
Best part is that not only is Tesla DOOMED by all the legacy car manufacturers that are going after Tesla’s market share with the introduction of multiple BEVs (with no mention of what all these new BEVs might do to their ICE business overall) but the NYT hurries to take a swipe at BEVs in general, bringing up this exotic thing called a ‘Level 2 charger’ which costs ‘thousands of dollars’ and how necessary it is to achieve a 20mph charging rate, which is still not enough!
I read this rag to keep the enemy close, but It is a chore I must admit.
davecolene0606
Member
The Blue Owl
Endangerous Herbivore
Hey, Karen? Hi.
You don't know me, but I couldn't help overhearing your question. It is an important question, so much so that one almost never hears it being asked out loud. Most people go through their entire lives being too afraid of the answer. Most don't come to ask it at all.
So, no matter how difficult it might be for me to tell you this... you deserve the truth. The answer is yes. Yes, you are the only one glancing furtively at bulk pricing for industrial chemicals. Regular people just trust the purchase manager.
Conjunction junction, what's your function?
To make FUD out of anything!
Tesla Got an Early Lead, and Luxury Electric Rivals are Racing to Catch Up....
Too bad (for them) to can't intersect a curve unless your slope is greater than it...
Pace of innovation is the true moat.
No... the superbottle has nothing to do with that.
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