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

[woodisgood]

To keep today’s market closes in the auto sector in perspective:

-9.49% RIDE
-7.34% NKLA
-6.61% NIO
-3.73% LCID
-3.46% GM
-2.54% F
-2.25% TSLA

We should also include the robot dog sector.

 

[30seconds]

I am looking forward to a roadmap for Dojo as a service. If this thing is da bomb for vision based DL training, I can see a lot of training and serving workloads (latter using inference chips in current Teslas)on Dojo, eventually becoming a big business line.

Second is perhaps a last mile delivery robot, but that might be too soon. The focus squarely needs to be on the cars and getting to FSD.

And may be a slightly more refined snek charger to charge the autonomous vehicles.

The development of the Dojo silicon needs to be amortized somehow, and I don't think Tesla is going to swallow up all the chips the foundry can produce, and the world needs a lot of custom developed Deep Learning accelerator silicon. I see a good fit here.

Dojo as a service would have great margins and also further fund expansion of Dojo capabilities. Great idea if the chips are also available for sale.

 

[woodisgood]

Dojo as a service would have great margins and also further fund expansion of Dojo capabilities. Great idea if the chips are also available for sale.

As much as people have been clamoring about this and as much sense as it makes, Elon didn’t seem particularly intrigued on the Q2 call when asked. It seemed more like a “I guess that makes sense maybe” response rather than him being coy...

 

[Chunky Jr.]

Robodog does a lot more than dance and flips. Interesting video about applications in data capture for construction. Possibly something useful for manufacturing as well?

 

[Tslynk67]

I am not looking forward to any robotic company acquisition and if Tesla is working on robotic dogs the stock will take a dump. These are useless distractions with close to zero TAM.

I just want Tesla AI dojo training for robotic manufacturers as a service product, and Tesla Vision to be another product possibility in conjunction with FSD inference board as a package product. Would like to see some AI tuned electrical grid services as well.

The only hardware I wouldn't mind seeing is manufacturing robots getting a dose of AI but only if it decreases Capex and increase production on the manufacturing line.

These are the only products I am looking forward to. Its gonna be a disappointment if there are a lot of robotic dogs jumping around on stage or some kind of android being displayed. These are creepy products people are not ready for.

Well I'm up for one of these...

 

[Duffer]

Elon specifically says that AI Day is about recruiting.

TMC hears that and this forum is almost immediately filled with speculation about robo dogs, drones delivering packages, snake chargers, etc.

If the investors in this thread, who have a pretty darn good understanding of Tesla, can't keep from wildly speculating about what new products are going to be introduced during a recruiting presentation how can we expect Wall Street (who can't even buy a clue) to not hammer the stock tomorrow "due to no new products being introduced"?

 

[Chunky Jr.]

Elon specifically says that AI Day is about recruiting.

TMC hears that and this forum is almost immediately filled with speculation about robo dogs, drones delivering packages, snake chargers, etc.

For engineers, recruiting is showing cool stuff and hard problems that they could be working on

 

[Singuy]

Robodog does a lot more than dance and flips. Interesting video about applications in data capture for construction. Possibly something useful for manufacturing as well?

You know if the top AI engineers are interested in Boston Dyanmic's robots, they would work for them already. This event is suppose to set Tesla apart from everyone to show AI specialist how they are above the API.

 

[Tslynk67]

"Events took a sour turn when Tesla's new Enforcement Droid, the ED-209, identified a Mr Gordon Johnson present in the assembled audience..."

 

[Tslynk67]

The way the speculation has gone in the thread the last 24 hours we should just slap Tesla Logos on everything and claim TSLA will own the industry

Oh, I thought that was actually the plan...

 

[Right_Said_Fred]

Now that we are talking about Tesla acquiring a company like Boston Dynamics: I would have expected Tesla to buy IDRA by now. Yes, that company is a bit of a one trick pony, unlike the very versatile Grohmann Automation. But Tesla needs to secure at least a ten years’ supply of gigapresses for countless gigafactories and cannot afford for some competitor to swoop in and take over IDRA. That alone is worth the investment. And it’s not like Tesla cannot afford it.

 

[CorneliusXX]

Elon specifically says that AI Day is about recruiting.

TMC hears that and this forum is almost immediately filled with speculation about robo dogs, drones delivering packages, snake chargers, etc.

If the investors in this thread, who have a pretty darn good understanding of Tesla, can't keep from wildly speculating about what new products are going to be introduced during a recruiting presentation how can we expect Wall Street (who can't even buy a clue) to not hammer the stock tomorrow "due to no new products being introduced"?

They're not recruiting to have people sit on their butts. They'll need to explain what these brilliant engineers will be devoting their time to - which presumably will have something to do with what is being speculated about.

 

[EnzoXYZ]

First time seeing a Model Y this morning in Brussels Showroom, what a nice car! Roomy, comfortable, looks perfectly put together - super impressed

Only thing is that I fear my wife will decide it's too big for her (no sniggering at the back...), on the plus side, plan B is an M3P, which will be even more fun for when I take it out instead of the X

View attachment 698520

Just note the Y is far superior in ride, luxury feel, and noise level even though it’s suppose to be based off the 3 and sharing many common parts. IMO a full class above the 3.

 

[Knightshade]

Now that we are talking about Tesla acquiring a company like Boston Dynamics: I would have expected Tesla to buy IDRA by now. Yes, that company is a bit of a one trick pony, unlike the very versatile Grohmann Automation. But Tesla needs to secure at least a ten years’ supply of gigapresses for countless gigafactories and cannot afford for some competitor to swoop in and take over IDRA. That alone is worth the investment. And it’s not like Tesla cannot afford it.

IIRC IDRA is owned by L.K. Technology and is reasonably core to their business.... doubtful LK would sell IRDA by itself, and doubtful Tesla would be able to buy all of LK (or necessarily want to)

 

[insaneoctane]

Now that we are talking about Tesla acquiring a company like Boston Dynamics: I would have expected Tesla to buy IDRA by now. Yes, that company is a bit of a one trick pony, unlike the very versatile Grohmann Automation. But Tesla needs to secure at least a ten years’ supply of gigapresses for countless gigafactories and cannot afford for some competitor to swoop in and take over IDRA. That alone is worth the investment. And it’s not like Tesla cannot afford it.

Tesla will likely vertically integrate the gigapresses over time. That means when/if Tesla loses priority with IDRA, they will try to buy them and/or create their own group. The longer Tesla works with IDRA the more expertise Tesla acquires. We've seen this before...

 

[insaneoctane]

Sure glad the US politicians have their laser focus on really important investigations.

Article: Senators want the FTC to probe Tesla's claims about Autopilot

Between the Biden EV presser snub and this, you'd think Tesla was HQ in an enemy state!

 

[Wicket]

My understanding, although I think there was some debate about the veracity, is that Google sold off Boston Dynamics because they were concerned about appearances of replacing human workers. A company that fearful of PR when robots are clearly pretty close to their skillset makes you wonder about their willingness to push Waymo on the edge.

 

[Artful Dodger]

Can MMs push down to $675?

How about the 200-day Moving Average? (which is the wedgie 'touchstone' and mantra):

 

[Chunky Jr.]

* looks at watch *
2:36
* looks again after what feels like 15 minutes *
2:38

 

[jbcarioca]

Now that we are talking about Tesla acquiring a company like Boston Dynamics: I would have expected Tesla to buy IDRA by now. Yes, that company is a bit of a one trick pony, unlike the very versatile Grohmann Automation. But Tesla needs to secure at least a ten years’ supply of gigapresses for countless gigafactories and cannot afford for some competitor to swoop in and take over IDRA. That alone is worth the investment. And it’s not like Tesla cannot afford it.

IDRA and its parent L.K. Tehnology are distinctly NOT ' a one trick pony'. Check their customer list and product range. They do deal in casting machines, but are a major player in every category and dominant in a few. Here are the links:

LK Group

L.K. Group is one of the global leaders in producing die-casting machines, plastic injection molding machines and CNC machining centers.

www.lk.world

Gigapress and die casting machines | Idra Group

Idra Group was founded in 1946 and, since then, has been the technological reference point as a manufacturer of Gigapress and light alloy die casting machines.

www.idragroup.com

Tesla would be ill advised to buy either, if they could, because they supply a huge customer base that might not want to buy from Tesla.
As for Boston Dynamics that would not happen even if it could. They have a quite distinct niche, and Hyundai Group is already a wide ranging robotics player.
Tesla could never buy them, even if it wanted too, unless Tesla wants to be a conglomerate.