Thanks for the link. Interesting stuff. BTW, just to give you an idea of Tesla's scale and reach, that good Cruise video released last year was seen by 91K people, while last night's AI Day video has already been seen by 1M people.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Thanks for the link. Interesting stuff. BTW, just to give you an idea of Tesla's scale and reach, that good Cruise video released last year was seen by 91K people, while last night's AI Day video has already been seen by 1M people.
Awesome prediction, and incredible power efficiency if Tesla actually pulls this off. BTW, any bot is going to need the most energy dense batteries available, which at this time means nickel. If you want to diversify, or invest in different 5x return companies, investing in graphite, lithium and nickel producers isn't a bad bet.
woodisgood
Optimustic Pessimist
Honestly so much of the commentary is treating this like some kind of product unveil, having been accustomed to productions from Apple and others. The only goal was to attract talent, which I am sure they did. Nothing else matters because that will dictate the success and pace of this project moving forward. If the world wants to laugh at the presentation because it was lame or unpolished or poorly thought out, have at it and enjoy. I doubt the target audience was concerned about these things.
The Accountant
Active Member
FYI:
P&D numbers for Q2 came out at around 11:57am US East coast time 8:57am Pacific.
P&D numbers for Q2 came out at around 11:57am US East coast time 8:57am Pacific.
For all of us internationals, that's 15:57 GMT.
Is this kind of analysis even allowed in this thread?
Yes, you are right, won't matter at all for the next three years as far as P/E goes since they aren't going to be selling any in that time frame.
But, it will attract some investors nonetheless. I bought a position in Google simply because they have a lot of interesting long term technology in addition to their money printing machine. It just adds to the investment thesis.
Curious to get input on reports of price drop in China perhaps makes sense with the increased availability
cnevpost.com
Tesla rumored to dramatically cut prices of Model 3 and Model Y in China
Tesla's main selling model in China, the Model Y, is expected to see a price cut of up to RMB 40,000 ($5,616), bringing the starting price of the rear-wheel drive version of the Model Y down to possibly RMB 270,000 to 290,000, according to local media.
cnevpost.com
That is, however, news to us. And I mean all of us. That is, I mean ii.
2daMoon
Mostly Harmless
Elon is solving that with a real estate boom... off planet.
For Sale: 1000 acres of beautiful Martian equatorial land. Lots of privacy. Off grid. Prime land for poo potato farming.
Joe made a youtube video at 6 am with interesting comments on the Tesla robot.
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Tesla China has already said it’s falseCurious to get input on reports of price drop in China perhaps makes sense with the increased availability
Tesla rumored to dramatically cut prices of Model 3 and Model Y in China
Tesla's main selling model in China, the Model Y, is expected to see a price cut of up to RMB 40,000 ($5,616), bringing the starting price of the rear-wheel drive version of the Model Y down to possibly RMB 270,000 to 290,000, according to local media.
Filing this under rumors as there's conflicting sources in this article saying the opposite.Curious to get input on reports of price drop in China perhaps makes sense with the increased availability
Tesla rumored to dramatically cut prices of Model 3 and Model Y in China
Tesla's main selling model in China, the Model Y, is expected to see a price cut of up to RMB 40,000 ($5,616), bringing the starting price of the rear-wheel drive version of the Model Y down to possibly RMB 270,000 to 290,000, according to local media.
Off Shore
Off Topic Member
woodisgood
Optimustic Pessimist
Lots of chatter on social media about Credit Suisse and/or Deutsche Bank being on the brink of collapse, with the Fed potentially convening an “emergency” meeting on Monday to discuss.
Hadn’t seen it mentioned here yet. Not surprising, but could validate a lot of the doom prophets.
Hadn’t seen it mentioned here yet. Not surprising, but could validate a lot of the doom prophets.
Nice, that will drop the 10 yr nicely. May even spool up that money printer.
woodisgood
Optimustic Pessimist
Both of those banks are heavy derivatives players. Things could get a little nutty.
Cruise attempting to single-handedly destroy the AV industry.
Yes! This is a huge difference between current Tesla AI technology and what a human can do, and thus AGI. Instead of all those inane questions last night, I would have loved if someone asked, but what about continuous learning? Do you think you'll need the bot to be able to learn real time in the field as opposed to run a pre-programmed neural net?
Well, I suppose the last thing you want is for someone to teach a robot how to shoot a gun. Indeed, that "minor" part wasn't addressed last night in any detail at all. Sure you don't want the robot to accidentally squeeze your finger too tight, but you also don't want it to squeeze a trigger.
So ... as robots become more sophisticated, they need to have even more sophisticated behavior restrictions. Yes, Asimov's three laws of robotics are all very nice, but geez, those are very complex concepts in those laws. How the heck do you teach a traditional neural net about those concepts? My prediction is that you can't, and you need a much more robust AI that is several steps towards AGI.
woodisgood
Optimustic Pessimist
SFMTA is definitely displeased with Cruise due to incidents like this.
GM wants robocar safety waiver, San Francisco isn't so sure
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