woodisgood
Optimustic Pessimist
I can’t wait to see what Tesla does with the cars being able to recognize each other. Some interesting possibilities.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I can’t wait to see what Tesla does with the cars being able to recognize each other. Some interesting possibilities.
Artful Dodger
"Neko no me"
Somewhere in deepest Vulgaria, a village searches desparately for it's long-lost idiot. If only they had cable business news... /s
Cheers!
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JRP3
Hyperactive Member
I don't see data for the CATL cells but sodium ion is quite a bit lower in specific energy than lithium ion. I'd think them only appropriate for stationary storage, and maybe some short range vehicles if the cost is low enough.
Knightshade
Well-Known Member
Because that's factually untrue.
It's clear they INTEND to remove it, if validation works out the way they hope.
The times Tesla clearly INTENDED something regarding FSD, but it ended up not working out and had to back up and change direction, including things related to hardware is a number larger than 0. Arguably significantly more than 0.
I think separating what has actually happened so far (removing from website) and what we hope MIGHT happen if the rest tests out correctly (removal of HW and accompanying cost savings) is a worthwhile distinction for investors to be aware of.
By all means if you wish to count these specific chickens before they hatch, you do you.
Artful Dodger
"Neko no me"
Lol, come on then, spit out a number! (but let's avoid the 'sunk' costs of radar/Autopilot integration; it's costs time and money to remove radar code from the AP build tree, but it's a 1-time expense).
Cheers!
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Pezpunk
Active Member
do you think it's a weird coincidence that most of the pointless, pedantic, annoying back-and-forth arguments on here involve you?
Ok, we tested and broke 600 three times. Will it hold ?
Very cool. I just pointed Google Lens at both my 3 and X. Lens correctly identifies both, but does not *yet* show color identification. Great to see that Tesla is pushing towards deeper understanding of cars. Once you know that, you can treat them accordingly (i.e. you know the dimensions of the vehicle and can give them appropriate space). Exact space is hard in NN as everything is an estimate/guess/prediction as a % of confidence.
This makes a Monday morning so much more exciting. Might be a day of ticker watching and not getting a lot of work done.....
I think you are being overly pedantic on this one, though I applaud the fact that you nearly managed to put two whole sentences together without a bunch of linefeeds. You are acting like no one believes that Tesla can't change their minds on things. But we've also seen a steady progression of discussion of removing radar with fsd beta, to elon confirming that, to elon saying they will remove it in non-fsd, to it being removed from the specs of the car on the website. That implies a growing confidence, and it is reasonable to consider how that will affect the BOM of the car. Sure, it could all be for naught, but I don't think anyone here is making a critical decision based on the potential of removal, just comments on the possible improved margin from the reduced BOM.
Knightshade
Well-Known Member
I think there's a certain subset of posters who find facts that don't always paint Tesla in an angellic always-expect-perfect-execution light to be pointless and annoying. In fact there was several pages of discussion of such posters, without a single post from me involved just in the last day or two. So clearly others have noticed this as well. That whole echo chamber thing.
It's a fact Tesla sometimes intends or plans to do something that does not work out. Either it comes much later, or it never comes at all and they decide it was the wrong path to have gone down. So 100% assuming it always works out as intended is not sound thinking for investors or anyone else. One of the things that gives me confidence AS an investor is that Tesla tends to, compared to other companies, realize a plan isn't going to work out sooner than others, and pivots to another direction much more quickly. This reduces the long-term cost of mistakes.... (see in contrast the folks still banging away with LIDAR and HD maps for 10 years- while Tesla has changed direction and hardware multiple times already)... but also suggests one might be cautious about counting the long-term upside of INTENT being the same thing as DONE.
As I said you're free to make your decisions in any way you wish...Hell I even provided you an otherwise unmentioned additional economic benefit if it DOES pass validation- so it's not like I'm arguing there's not significant financial upside IF it passes and goes through to production. But personal disparagement because someone is trying to inject some distinction between "what has actually happened" and "what might happen if and only if safety validation passes" doesn't seem to add value for anyone.
Artful Dodger
"Neko no me"
Want to estimate Ford's actual production for 2022/23? Find out how many Lightning trucks they'd need to sell in CAFE states to avoid the need to purchase carbon credits.
If Ford deliveries are largely to CAFE states, that's the answer then:
Compliance (not innovation).
Cheers!
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Benzinga - 8 minutes ago: Stock for College Grads
Excerpt:
Benzinga spoke with Justin Larson, a high net worth specialist at Fidelity Investments who recommended, “anything out there that has changed the landscape for that sector like Tesla Inc (NASDAQ:TSLA) or Apple Inc (NASDAQ:AAPL)” as something that might be enticing to a young individual and provide them benefits in the long run.
Excerpt:
Benzinga spoke with Justin Larson, a high net worth specialist at Fidelity Investments who recommended, “anything out there that has changed the landscape for that sector like Tesla Inc (NASDAQ:TSLA) or Apple Inc (NASDAQ:AAPL)” as something that might be enticing to a young individual and provide them benefits in the long run.
Gordon Johnson should be appointed to minister of propaganda somewhere.
He keeps repeating the big lie hoping it gains traction.
He keeps repeating the big lie hoping it gains traction.
But they sold 10% of the BTC, did they not, so likely 38k BTC, not 42K, no?
You are a natural writer, when does the book come out?
I fully expect him to be correct. Eventually.
For example, in 2033, when Tesla will have declining annualized sales down to 24M from 24.5M, well, expect a correction to say the least.
Of course, that will be because of the cars in transit to Mars which will not count until they actually arrive and the paperwork is signed. But you are going to have to give it up to him at that point.
Who said timing is everything, anyway?
Several months ago I wrote a post which garnered most negative response from this forum. I would like to reiterate what I said in that post:
"IF, and IF Tesla starts to use LIDAR or whatever technology, then I think it actually showed the strength of Tesla instead of anything otherwise"
People thought I was wasting everybody's time discussing a case that is way past conclusion.
I am not so familiar with the technical detail of the pro and con of Lidar. But just like a complicated system as space launch, to tackle such a hard problem as FSD, we should not have such a fixation again LIDAR in such an early stage of the whole scheme just because Elon said "absolute no LIDAR even if it is free" at one time.
My point is, IF, IF Elon later realizes that LIDAR has value and either test (as indicated here) or adopt LIDAR to certain degree. then I view it as his strength. I don't feel like Tesla betrays me if they decide to use that technology to augment their existing system. Everybody's knowledge needs enhancement, and the changes in approach should follow. Elon made the decision to go electrical and he changed the world, but he also said Covid 19 would be gone by April 2020. So why fixation again LIDAR, IF it proves to be useful?
Now, of course it could also be true that he will make FSD a reality just by vision, which I will be happy and would like to see ASAP, we will all be happy.
"IF, and IF Tesla starts to use LIDAR or whatever technology, then I think it actually showed the strength of Tesla instead of anything otherwise"
People thought I was wasting everybody's time discussing a case that is way past conclusion.
I am not so familiar with the technical detail of the pro and con of Lidar. But just like a complicated system as space launch, to tackle such a hard problem as FSD, we should not have such a fixation again LIDAR in such an early stage of the whole scheme just because Elon said "absolute no LIDAR even if it is free" at one time.
My point is, IF, IF Elon later realizes that LIDAR has value and either test (as indicated here) or adopt LIDAR to certain degree. then I view it as his strength. I don't feel like Tesla betrays me if they decide to use that technology to augment their existing system. Everybody's knowledge needs enhancement, and the changes in approach should follow. Elon made the decision to go electrical and he changed the world, but he also said Covid 19 would be gone by April 2020. So why fixation again LIDAR, IF it proves to be useful?
Now, of course it could also be true that he will make FSD a reality just by vision, which I will be happy and would like to see ASAP, we will all be happy.
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Tesla is not testing lidar for use in their cars. They are using it on a few test vehicles to validate their vision system. Read beyond Bloomberg's clickbait headline.
Tesla Tests Luminar Sensor Musk Scorned as ‘Fool’s Errand’
(Bloomberg) -- Tesla Inc., whose boss Elon Musk says he can develop a fully self-driving car without using laser-sensor technology, has a contract to use such sensors from Luminar Technologies Inc. for testing and development, according to people familiar with the matter.A photo of a Tesla Model...
Edit: Contrary to FUD, Elon does not "hate lidar." As he has said several times, SpaceX developed their own lidar for use in spacecraft docking, but lidar is unnecessary for cars.
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