-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
Nice cherry picking! Curious if you read the actual tweet thread, or 'collected' this knowledge via some 3rd party? Here's the context:
" / Twitter
To be clear, I have been watching James Lock's Youtube videos since he used to post on his roadtrips w. his Model S 100DL to Yellowknife, NWT in Northern Canada. James moved to California, and became an early participant in Tesla's FSD Beta program.
Now if you've watched any of James' library of Beta test videos, he posts 1 video taken on each of 2 test loops near his home in Santa Clara. This forms a valuable resource because he has documented how FSD Beta software has evolved over the course of the test program (many thanks, and all due credit to James!).
What James does do, however, is repeatedly and continuously report the SAME issue. I've watched him drive pass the Speed Limit sign on Plum Canyon Rd just outside his neighborhood which has NOT been recognized for almost a year now. And James reports it repeatedly, even though the behaviour hasn't changed. Missed/late lane changes and other issues that are consistent ARE known to the Beta team. It's just impatience.
Elon's point is simple: Tesla is running this early release Beta version v10.69 to identify any NEW issues. There is little point in continuing to point out KNOWN issues, as this is not the finished product. Indeed, what James would seemingly have the Tesla Autopilot team do is work on HIS list of priorities (ie: multiple lane changes in short order after a complex mult-lane left turn). 'So DON'T work on Chuck's problem; work on MY problems.' Yeah...
Do you understand now why Elon reacted to James' tweet as an Engineering Manager, and not like some PR poofdah? Do you think James' original tweet was appropriate, or even helpful? Will his issues still exist in 10.69.1 or 10.69.2 versions? Yes, most likely. But that's the time to advance the conversation on what to fix next, not while trying to improve and/or create a new suite of features targeting better performance in a different scenario (ie: Chuck's complex left turn).
Cheers to the FSD Beta team!
Last edited:
Krugerrand
Meow
*sigh*Sadly, some other sources are saying this isn't true and that Berlin's current run rate is still 1300/week.
Man what a disappointment this factory continues to be. At this point, it's practically assured Austin will leapfrog them in production by Q4, if not this quarter. By far the biggest blunder by since the Model 3 launch. Yes, even bigger blunder than the S/X refresh.
Yes Giga Berlin had to happen eventually, but just think of what Tesla's global production rate would be if they had done a second China factory.....or even started construction on Austin first instead of Berlin.
A second China factory before Berlin would have added risk, or have you forgotten that Shanghai was shutdown for a large chunk of Q2!? And now we’ve been dealing with power restrictions because of a drought there.
It’s both fortunate and unfortunate that the Berlin factory is run predominantly by Germans. Don’t make me spell it out for you.
It’s time you started taking some happy pills. You’ve let the negativity go over the top now and it’s affecting your ability to think clearly.
1300/wk, 1800/wk none of it matters. It’ll work out just fine. Trust me.
I think you have the settings on your stock tracking app incorrect. Maybe set the date to 8/25/2022....
Artful Dodger
"Neko no me"
powertoold
Active Member
Nice cherry picking! Curious if you read the actual tweet thread, or 'collected' this knowledge via some 3rd party? Here's the context:
To be clear, I have been watching James Lock's Youtube videos since he used to post on his roadtrips w. his Model S 100DL to Yellowknife, NWT in Northern Canada. James moved to California, and became an early participant in Tesla's FSD Beta program.
Now if you've watched any of James' library of Beta test videos, he posts 1 video taken oon each of 2 test loops near his home in Santa Clara. This is forms a valuable resource because he has documented how the FSD software has evolved over the course of the Beta test program (many thanks, and all credit to James!).
What James does do, however, is always, repeatedly, and continuously report the SAME issue. I've watched him pass the Speed Limit sign on Plum Canyon Rd just outside his neighborhood NOT get recognized for nearly a year now. And James reports it nearly ever single time, lol. As do the missed/late lane changes. And other stuff that is consistent.
Elon's point is simple: We are running this earrly release Beta version (10.69) to identify any NEW problems. There is little point in continuing to point out KNOWN issues, as this is not the finished product. Indeed, what James would have the Tesla Autopilot team do is work on HIS list of priorities (ie: multiple lane changes in short order after a complex mult-lane left turn). 'So DON'T work on Chuck's problem; work on MY problems.'
Do you understand now why Elon reacted to James' tweet as an Engineering Manager, and not like some PR poofdah? Do you think James' original tweet was appropriate, or even helpful? Will those issues still exist in 10.69.1 or 10.69.2 versions? Yes, most likely. But that's the time to advance the conversation on what's next to fix, not while trying to improve and/or create a new suite of features targeting better performance in a different scenario (ie: Chuck's complex left turn).
Cheers to the FSD Beta team!
Thank you!!! He really hasn't contributed anything imo. He points out obvious issues constantly, like signaling for the merge after that right turn on test loop.
I do appreciate his videos.
Great explanation @Artful Dodger
Per this thread, Locke asked Elon personally to be included in small group of drivers.
Per this thread, Locke asked Elon personally to be included in small group of drivers.
Artful Dodger
"Neko no me"
Yeah, I even left out some context in my original tweet. Now edited my #360,742 to include the OP's original stand-alone tweet, which was Elon's reply to James Lock.
As long as we all do this in good faith, it'll be fine. We need to focus on the end goal, which is the dramatic decrease in traffic accidents, injuries and deaths which can be achieved via Tesla FSD. Delay is unconscionable, that's why Dan O'Dowd is so misguided.
Cheers to the Longs!
Artful Dodger
"Neko no me"
I’m almost happy that there has been no big bounce purely due to a split. Bummed for my account balance for sure, but since I am in the camp that “splits are meaningless to fundamentals“ it is somewhat good that some sense has returned.
Price increases around splits I think are predominantly correlation rather than causation.
Companies that do splits are generally in long term share price uptrends anyway due to good company performance, hence their share price is likely to continue going up regardless of a split.
What’s more, the last time tesla split it was in a VIOLENT 2020 UPTREND for both its own share price, and that of a broader swathe of high growth tech names (which ended up peaking in early 2021)
Price increases around splits I think are predominantly correlation rather than causation.
Companies that do splits are generally in long term share price uptrends anyway due to good company performance, hence their share price is likely to continue going up regardless of a split.
What’s more, the last time tesla split it was in a VIOLENT 2020 UPTREND for both its own share price, and that of a broader swathe of high growth tech names (which ended up peaking in early 2021)
Cam Tierney of Worm Capital provided a twitter thread highlighting technical details of Tesla innovations presented in 4 Tesla sessions by Ashok and other Tesla's Dojo team members at the CVPR'22 WAD.
Conclusion:
Each of these highlights are bleeding edge approaches to AI software and training. Tesla continues to demonstrate an ability to move quickly in response to new information – a key advantage in the fast-evolving realm of AI.
Conclusion:
Each of these highlights are bleeding edge approaches to AI software and training. Tesla continues to demonstrate an ability to move quickly in response to new information – a key advantage in the fast-evolving realm of AI.
Last edited:
If one were to reason by analogy, conquests rather than companies might better comparisons to consider in this case.Wow, that is a super interesting read. All of those naysayers were 100% wrong while Farzy was in reality even a bit conservative!!! So many people were reasoning by analogy, easy but incorrect way to do analysis.
Really makes you wonder about how the NEXT 10 years of Tesla will go.
In doing so, related, accurate, and useful tidbits surface such as “In war, truth is the first victim" (variously attributed including Aeschylus).
This is why I have blocked most of the “Tesla Community” on Twitter. They tend to be eternal whiners poking at Elon for their favorite feature, sycophants who are desperately fishing for a “like” from Elon, or narcissists who post glamour shots of themselves in their Teslas.Nice cherry picking! Curious if you read the actual tweet thread, or 'collected' this knowledge via some 3rd party? Here's the context:
To be clear, I have been watching James Lock's Youtube videos since he used to post on his roadtrips w. his Model S 100DL to Yellowknife, NWT in Northern Canada. James moved to California, and became an early participant in Tesla's FSD Beta program.
Now if you've watched any of James' library of Beta test videos, he posts 1 video taken on each of 2 test loops near his home in Santa Clara. This forms a valuable resource because he has documented how FSD Beta software has evolved over the course of the test program (many thanks, and all due credit to James!).
What James does do, however, is repeatedly and continuously report the SAME issue. I've watched him drive pass the Speed Limit sign on Plum Canyon Rd just outside his neighborhood which has NOT been recognized for almost a year now. And James reports it repeatedly, even though the behaviour hasn't changed. Missed/late lane changes and other issues that are consistent ARE known to the Beta team. It's just impatience.
Elon's point is simple: Tesla is running this early release Beta version v10.69 to identify any NEW issues. There is little point in continuing to point out KNOWN issues, as this is not the finished product. Indeed, what James would seemingly have the Tesla Autopilot team do is work on HIS list of priorities (ie: multiple lane changes in short order after a complex mult-lane left turn). 'So DON'T work on Chuck's problem; work on MY problems.' Yeah...
Do you understand now why Elon reacted to James' tweet as an Engineering Manager, and not like some PR poofdah? Do you think James' original tweet was appropriate, or even helpful? Will his issues still exist in 10.69.1 or 10.69.2 versions? Yes, most likely. But that's the time to advance the conversation on what to fix next, not while trying to improve and/or create a new suite of features targeting better performance in a different scenario (ie: Chuck's complex left turn).
Cheers to the FSD Beta team!
Noting here a story from Reuters (behind paywall at Schwab) on how the Tesla split
interacts with potential Dow inclusion. One analyst bemoaned that Tesla's (current)
volatility is just too much for the index.
Excerpt from another:
"At current prices, the Elon Musk-led company would be the fourth largest weight in the price-weighted Dow if it were to be included, right behind Home Depot, Goldman Sachs and UnitedHealth. I can't imagine that the committee would rush to make a company that sports such an extremely high valuation by any conventional metric a flagship in a highly selective, arbitrary index," said Interactive Brokers' Chief Strategist Steve Sosnick."
They go on to posit that AMZN and GOOGL, also with recent stock splits, might make better candidates
for DJIA, before more verbiage:
"Criteria for inclusion into the 30-member Dow Jones Industrial Average is not very explicit.
The stock selection does not follow "quantitative rules" but the company typically has "excellent reputation, demonstrates sustained growth and is of interest to a large number of investors".
My own opinion is that Tesla is quite "industrial" and would be a great candidate
after bond-rating agency boosts.
interacts with potential Dow inclusion. One analyst bemoaned that Tesla's (current)
volatility is just too much for the index.
Excerpt from another:
"At current prices, the Elon Musk-led company would be the fourth largest weight in the price-weighted Dow if it were to be included, right behind Home Depot, Goldman Sachs and UnitedHealth. I can't imagine that the committee would rush to make a company that sports such an extremely high valuation by any conventional metric a flagship in a highly selective, arbitrary index," said Interactive Brokers' Chief Strategist Steve Sosnick."
They go on to posit that AMZN and GOOGL, also with recent stock splits, might make better candidates
for DJIA, before more verbiage:
"Criteria for inclusion into the 30-member Dow Jones Industrial Average is not very explicit.
The stock selection does not follow "quantitative rules" but the company typically has "excellent reputation, demonstrates sustained growth and is of interest to a large number of investors".
My own opinion is that Tesla is quite "industrial" and would be a great candidate
after bond-rating agency boosts.
Last edited:
The problem I have with such opinions and analyses of Elon’s "antics" is that they do not factor in the value his public communications and presence create through lead generation, brand awareness, orders, and so on and so forth.
Yes, yes, there are some who are put off by some things he says and carp here about them seemingly endlessly (not saying you @Gigapress).
I usually just scroll by these, er, discussions, but I thought I’d point out—since you have offered something new that actually contributes to the discussion—that they do have a probably net-net positive and material effect (in my estimation) on the performance of the company. This of course translates into increases in the stock price at some point.
Some might point out that “Oh, we’re only talking short term." Which I would say is a specious argument, especially for anyone who considers themselves an investor in the company rather than a speculator, day trader, or other hanger on.
Artful Dodger
"Neko no me"
Lol, in the Roman Legions, they were called 'Camp followers'.
The more things change, the more they stay the same...
Cheers!
Drumheller
Active Member
Wall Street: creates volatility in TSLA for profit.
Also Wall Street: "TSLA is too volatile "
Also Wall Street: "TSLA is too volatile "
Last split, the theory was that the stock went up so much because of naked shorts having to cover. Is that not the case with this split, or was that theory for first split wrong? Or maybe I misunderstood the theory.
Similar threads
- Locked
- Locked
- Locked
