The P they are offering is the P3D-. I.e. No hardware differences. It is an option to add the brakes, wheels, spoiler, etc.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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The P they are offering is the P3D-. I.e. No hardware differences. It is an option to add the brakes, wheels, spoiler, etc.
Agree, I think this is how we migrate FSD. It also implies you need the steering wheel present for a while. I have a little trouble thinking some kid (with a license) has responsibility for taking over the vehicle should it fail or stall. However, I do think they (these assist drivers) would be necessary at first to get out of jams (confused car nav that stops, new construction...). That's a lot to know for a rider, they'd better qualify them on how that all works.
This also assumes the risk is less if there is nobody in the car, but outside the car is worse off (unless you consider stupid drivers that interfere with the automation). But in all, you still believe this is more modest legally?
I'm with you on the timing - quite possibly next year. But learning has to accelerate.
LN1_Casey
Draco dormiens nunquam titillandus
So I can be certain I understand; you're saying that the initial FSD should still have a Human to actively oversee it, since they act as a fail safe to the FSD. Secondly, the empty Tesla FSD is the second stage, because if it crashes, no humans are harmed (theoretically), and liability would be significantly less. Lastly, the FSD is capable of ferrying around people, even if they're passed out, since the level of trust and validation has been achieved with the previous two steps.
Yeah that sounds like the most likely thing in terms of production, but I'm wondering about reservations. If I remember right there were 400k? US reservations after the first quarter.
EM's piggy bank against margin calls ...
I love how CNBC is running it as a negative against Tesla......they love to include their fictional Tesla woe's such as Tesla facing demand issues(at a certain point, I think this turn into purposeful lying to misinform the public and wonder if Tesla could go after them...…..Tesla has said Q1 Model 3 numbers were limited by cell capacity, not demand)
Back on topic, I sure hope they realize that as SpaceX's valuation grows, so does Elon's ability to significantly up his stake in Tesla. In a couple years, Space X will be worth 100 billion and if Tesla's valuation is any where close to 35 billion, even 50 billion, I would sure hope Elon doubles down and leverages his Space X shares to get close to 35-40% of Tesla shares, maybe even 50%. At a certain point, him and Ellision combined could take over Tesla through buying all of the shares on the market.
Actually modern CPUs have updatable microcode support in addition to that which is hard coded into to die (though it may have a deterministic latency regardless of whether updates were made, I'm not sure) and microcode to uOp expansion is non-trivial, and often results in a varying number of uOps depending on the particular microcode decoded, which leads to all kinds of complexities and/or wasted bit space with uOp cache designs, and so on.
For example see this and this. A non-trivial amount of die space will be used for decoding and microcode sequencing on modern CPUs. In that first link, the Skylake architecture chart, you can probably cross out the Branch Predictor (and thus decoded stream buffer), the instruction queue, the microcode sequencer rom, the stack engine, and the mux; the 5-way decode and instruction fetch / pre decode probably become a single much simpler unit or possibly goes away entirely, and the instruction cache would be greatly simplified too (no need for uOp cache tagging and checking for dirty cache lines and so on). In the second link (wasn't finding one for Skylake) you can see die areas marked out (roughly). The decode, BPU, and microcode sequencer ROM sections take up nearly a third of the non-cache portions of the core.
Artful Dodger
"Neko no me"
Tesla is hardly 100% US owned. Tencent alone owns %5 of TSLA common shares. You know, China?
Tencent Holdings Limited is a Chinese multinational investment holding conglomerate founded in 1998, whose subsidiaries specialise in various Internet-related services and products, entertainment, artificial intelligence and technology both in China and globally. Wikipedia
One can only hope at least that Tesla is working on a mascot that can compete with the Aflac duck.
Zhelko Dimic
Careful bull
Let's consider scenario: I have license, am urbanite, have some previous experience, but I don't drive, or drive/drove some old Toyotas.
Now I heard about Tesla network, I want to try it and I call in Tesla Robotaxi. Do you expect me to jump in it, and take on liabilities of driving in to me unknown car, with unknown commands, without test drive, without introduction, just to save 10 or 20% off the ride fee vs. Uber? Not very realistic. And if I don't take on liabilities and oversight, what is the purpose of safety driver?
Or do you want to onboard and qualify me through a short training program? How quickly do you think would Tesla network spread with such hefty enrolment process?
No, you need proper full FSD. Before full FSD, while preparing rollout, there could, and should be a period of mandatory safety driver presence, but they'll have to be paid, Uber-like contractors; this function can't be crowd-sourced.
Are you sure it’s not already done?
Just kidding.
Smells a bit funny to me. On the linked page it is also stated:
"
Due to the license agreement change with our data vendor, Short Interest related data is no longer available on GuruFocus website."
And the same site mentions at a different page that institutional ownership is close to 77% (i'm not the expert, but the latest 13F had institutional ownership at 57%). And guru focus has insider ownership for TSLA at 0.33% (not sure if Elon Musk is considered an insider?).
Tesla Institutional Ownership (TSLA)
I think the real milestone is level 3. After that point it is all details.
I said it before and I'll say it again. I have an S, more Tesla shares than I am comfortable with at the recent price points, and the one thing that worries me is in the amount of executives constantly leaving. Now JB might be different as he has a ton of share to retire, and he's selling at a consistent rate, but the amount of people who left is telling. If we (see I am a Tesla fan and not a troll) see the stock going up to Ark's Bear case, never mind the Bull case, I don't care how difficult the environment or Elon is to work for but people should be enticed to stay. I hope I am wrong but if things go south then we will know that we didn't pay enough attention to this warning sign. Bring on the down votes....
Artful Dodger
"Neko no me"
You'll have to settle for stale info:
carsonight 6 hours ago
"I am told that most of the batteries being produced by GF1 right now are SR. I'm also told the Grohmann machine is producing one every 45 seconds."
"I am told that most of the batteries being produced by GF1 right now are SR. I'm also told the Grohmann machine is producing one every 45 seconds."
Are you sure about that? You know
- People who are otherwise unknown (Just VPs) leaving tesla is published as signs of issues. It's only news when it happens in Tesla, no one bats an eye when the same people leave other companies, I can assure you this.
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