Tesla’s R&D efficiency is mind boggling. How they can do all this on what is a relatively small R&D budget is incomprehensible to me
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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GrandEnigma
Member
I wish other tech companies did deep dives like this. It is incredible the amount of information they provide and the detail they go into. They are operating on such a high level they clearly have no concern about what potential competitors can glean from this.
On second thought, no I don't, it makes it easy for me to remain all-in on TSLA.
On second thought, no I don't, it makes it easy for me to remain all-in on TSLA.
GrandEnigma
Member
This. More of this in the future please.
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The Accountant
Active Member
Krugerrand
Meow
This is true. There’s nothing to hide when what they just showed will be old in 6 months. Fail fast. Iterate faster.
Knightshade
Well-Known Member
Some folks in here were expecting Dojo As A Service to already be up and running by now
Actual pace has been much more realistic, first exapod not until Q1 2023, scaling to 7 eventually... so it's going to massively improve internal NN training speeds next year, but external offerings of it is still a ways off.
EDIT- And he just answered a question where he specifically mentions future would make Dojo-As-A-Service the more logical path than selling the actual hardware to others.
BTW- more evidence Elon has been replaced by a pod person- he said 5-10 years for Optimus to be amazing. Possibly he FINALLY learned something from his FSD predictions!
EDIT 2.... AND...he's back... predicting full rollout of FSDb by end of this year, single stack by end of this year, next-gen parking lot code by end of this year
Also interesting- when asked about the semi having a different sensor setup he basically said no... lotta folks were expecting something on HW4 here and not so much
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GrandEnigma
Member
And so the glowing positive headlines begin.
Such lackluster progress in 6mo.
Just the quality of the presentation alone, wow. This screams “if you are brilliant and young come here and your work will matter” vs the other “car companies” *wink wink* events with old suits giving each other kudos.
Wish I had more cash.
Wish I had more cash.
Todd Burch
14-Year Member
People who can, do. People who can’t, criticize.
“Possible” to roll out FSD beta worldwide by end of year.
Big update coming next month
V11 single stack with parking lot coming before end of the year.
Big update coming next month
V11 single stack with parking lot coming before end of the year.
Knightshade
Well-Known Member
He was just asked about that... said 3-5 years for them to deliver outside of Tesla itself
In HILARIOUS bit of self awareness though the question was when can we order one... and Elon said "I think you mean when you can you RECEIVE one..."
GrandEnigma
Member
I see many tech companies do conferences and presentations on how to work within the current confines of their product, but not many that telegraph the good/bad/ugly of the product and what they envision their future being beyond a roadmap slide in a deck. Overall, there is not much transparency as lack of it is often their only competitive edge.
I cannot think of the last time I saw, Apple for example, talk in detail about their manufacturing process for their next gen chipset and the struggles they have had in designing it.
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Yeah, they need to send invitations to TMC members only, they have the best questions and observations. Obviously.
/s
The biggest innovation of Tesla will be making all of these affordable and mass market.
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