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FSD - Elon Wouldn't Shut Up About It
There was something different about this. This was not just Elon over-promising as in the past; we heard Elon frustrated that analysts did not understand the breakthrough and value arriving. Elon has more information on FSD than we; he sees what we can't. My gut tells me that some autonomy skeptics will start to believe in autonomy this year.
I'm feeling better today - the stock will recover and move higher . . . be patient.
I was hoping some kind of announcement that the single stack for city, highway, and summon would be rolling out after the call.I was totally feeling the exact same thing on Elon's FSD portion of the call. I kept thinking to myself, "What is he not saying that he is dying to say?" I wish the call was on video...would have loved to see his body language (and the others in the room).
I am not sure why you think BD does not have balance solved. Balance is not the hard part at all. It is having some sort of context with navigation and doing jobs. I do think Tesla will be able to make a robot do jobs in a factory within five years. They will have a lot of challenges making a robot load a dishwasher though.Will NN solve the bipedal balance problem that Boston Dynamics can not? I buy that job specific Optimus task training would be somewhat trivial compared to FSD, but is balance as trivial and if so what has stopped BD (the dancing robots is a “best of” and not 100% repeatable)?
Those of you who survived margin calls today, thank you for your sacrifice.
You sent that to Gordon Johnson ?
Btw, cheers to those that caught it below $800.
The right stuff indeed.
(I didn’t lol)
I had 2,000 shares put to me at $1,200 last night. That was fun.
I think that Tesla will have robots based on their FSD chip doing useful work in the factory THIS YEAR. May not be much but they will be making a legitimate contribution. It may not be a balance bot but he did mention wheeled robots.I am not sure why you think BD does not have balance solved. Balance is not the hard part at all. It is having some sort of context with navigation and doing jobs. I do think Tesla will be able to make a robot do jobs in a factory within five years. They will have a lot of challenges making a robot load a dishwasher though.
The dancing robots is also line code drivenWill NN solve the bipedal balance problem that Boston Dynamics can not? I buy that job specific Optimus task training would be somewhat trivial compared to FSD, but is balance as trivial and if so what has stopped BD (the dancing robots is a “best of” and not 100% repeatable)?
Did the counterparty exercise early?
Their only non-fixed product you can buy, Spot, is four legged. If they could do bipedal human form wouldn’t they?I am not sure why you think BD does not have balance solved. Balance is not the hard part at all. It is having some sort of context with navigation and doing jobs. I do think Tesla will be able to make a robot do jobs in a factory within five years. They will have a lot of challenges making a robot load a dishwasher though.
All my Apple stock went to TSLA at $840. Just had to do it.Btw, cheers to those that caught it below $800.
The right stuff indeed.
(I didn’t lol)
People celebrated when they caught the knife below $1,000 and $900 too. You never know. Always have dry powder ready. You will get another chance.