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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
First row, open interest 420.. i hope we hit $420 soon so we can retire this number joke.
EVNow
Well-Known Member
Nobody is saying they don't have a dev branch/branches ! The point is that branch is getting merged with production branch often. The way it would work is once a feature is developed, it would get merged (but turned off). For eg., recognizing curb is being developed now and is not merged in production branch yet (it seems). Notice also how he says the city NOA dev branch he is using now requires interventions to drive. That is what we see in the hacked version too.
Musk clearly acknowledges other companies (appear) to be more advanced, but says since they are not generic, they are not "really" advanced. Waymo & Cruise have lot more features already developed, compared to Tesla. This should be quite obvious !
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Carl Raymond
Active Member
This is a comment about share price (market valuation of Tesla).
Tesla has the most efficient cars, they use fewer kWh to get there. Thus expressing charge in mph will slant the figures to show better results for Tesla cars. As a long investor in just one electric car company, this works for me. Happy to divide by 6 and multiply by 10 to arrive at SI units (km/h).
Having said that, there’s no shortage of pixels in a Tesla, show both distance and energy rates, but make the distance rate bigger and bolder to promote Tesla’s lead over electric rivals.
How does this square with the mission and the race to zero emissions? The faster Tesla grows, the faster we get there, imho. We are seeing signs of change, pushed by a company that half the market believes is on the verge of bankruptcy. Change happens an order of magnitude faster once Tesla posts a couple of quarterly profits in the billions.
Tesla has the most efficient cars, they use fewer kWh to get there. Thus expressing charge in mph will slant the figures to show better results for Tesla cars. As a long investor in just one electric car company, this works for me. Happy to divide by 6 and multiply by 10 to arrive at SI units (km/h).
Having said that, there’s no shortage of pixels in a Tesla, show both distance and energy rates, but make the distance rate bigger and bolder to promote Tesla’s lead over electric rivals.
How does this square with the mission and the race to zero emissions? The faster Tesla grows, the faster we get there, imho. We are seeing signs of change, pushed by a company that half the market believes is on the verge of bankruptcy. Change happens an order of magnitude faster once Tesla posts a couple of quarterly profits in the billions.
Um.. Really? You outright said that just a few minutes ago:
As of May 4th they had a lot of updates to merge. Probably from a lot of different branches:
Who knows how far they have gotten on that.
shrspeedblade
Rideshare Monkey
Maybe I'm misunderstanding this thing and need (and want) enlightenment:
Isnt' the strike of the calls $280? (420x1000=value, then divided by the 1500 which is 280?)
SoGA Fan Club
Member
No joke - I literally had a dream last night that they announced deliveries of 107k and the stock went up $100 the next day,
Hey! A man can dream right?
its $420000/1500contracts = $280 per contract which makes 2.80 contract
shrspeedblade
Rideshare Monkey
No way to tell that I can see, but notice the iRobot call that works out to a strike of about 117 if I'm doing it right. That stock got the *sugar* kicked out of it April 23.
Edit: Never mind, thanks AlexS. This is why I stay away from options now!
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But we also know that none of the FSD NNs have been put in to production yet. (At least that I have seen.) Since the same NNs are going to AP2, AP2.5, and AP3 cars. Once AP3 cars start getting different NNs then they might have merged a bunch of the dev branches into production.
EVNow
Well-Known Member
I would think so too - can't marge individual NNs.
We don't know that. It is possible there is only one set of NNs that is being cross compiled on all HW versions.
Otherwise - not sure how he shadow mode would work (or gathering data ?).
ps : Essentially, if we want to say there is a very different FSD dev branch that hasn't been merged with production branch, we need to reconcile that with the fact that hacked production branch has autonomy day demo features and show how shadow mode is supposed to work. Also, that would mean there is a separate development effort going on with the production branch (!) since the software is obviously improving. And, they have to retrofit all production branch changes into dev branch changes. I can assure you I've done all these crazy things
Occam's razor says, they are doing the simplest thing. Create dev branches for individual features and merge them back once dev is done.
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For those interested, Mark Bullshit Spiegel's fund Stanpyl Capital has been a total disaster since inception, underperforming the S&P 500 almost 55%!
At this point I think his only assets under management is his own 401k.
"For 2018 the fund was down approximately 17.7% while the S&P 500 was down approximately 4.4%. Since inception on June 1, 2011, the fund is up approximately 64.4% net while the S&P 500 is up approximately 118.6%"
Not going to post an SA link here sorry.
At this point I think his only assets under management is his own 401k.
"For 2018 the fund was down approximately 17.7% while the S&P 500 was down approximately 4.4%. Since inception on June 1, 2011, the fund is up approximately 64.4% net while the S&P 500 is up approximately 118.6%"
Not going to post an SA link here sorry.
shrspeedblade
Rideshare Monkey
That would seem to indicate a date around the end of the year based on the price then. Probably a hedge.
I meant, is there a justification for the practice of not having to publicly disclose short positions? Why should they be any different from long positions in that regard? I'm sure there's a wealth of information out there, just curious if anyone here has a ready answer that's willing to share.
Wish I would have bought it 10 years ago when I learned how to pronounce it properly...
I bet you a signed dollar his limited partners are actual lobbyists or types of players who are less concerned about financial performance and more concerned about pushing an agenda with Spiegel as a fund manager.
EVNow
Well-Known Member
Well, we don't know the expiration, nor the strike (also the exact date bought), right ?
We just know he paid 2.80 a contract. For each expiration, there is probably a contract near that value.
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