Yes, pressing "the gas" was a decision not well thought through.
Pools are meant for winding down.
Last edited:
-
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
Yes, pressing "the gas" was a decision not well thought through.
Pools are meant for winding down.
And then built a feature to stop this from happening...
Tesla Autopilot prevents ~40 crashes per day caused by SUA
Tesla Autopilot prevents around 40 crashes per day that would have been caused by sudden unintended acceleration (SUA).
www.teslarati.com
The below was the crash that inspired the spec for wrong pedal press in 2015. This was only about 2 miles from my former house prior to moving to Fremont to work for Tesla.
No injuries when Tesla crashes into Issaquah bank
Nobody was injured Sunday morning when a US Bank customer accidentally crashed their Tesla into an Issaquah bank.
komonews.com
Last edited:
Driver was fantasizing about their Cybertruck reservation and let the moment overcome him. “I’ll just 4WD over that tiny wall and boat mode through that pool…
In case anyone is wondering if Warren Buffet (aka Berkshire Hathaway) will invest in Tesla.
BH owns the 2nd largest auto dealership network in the US. If that little tidbit doesn't put the discussion to bed, I don't know what will.
www.berkshirehathawayautomotive.com
BH owns the 2nd largest auto dealership network in the US. If that little tidbit doesn't put the discussion to bed, I don't know what will.
Dealership Locations | Berkshire Hathaway Automotive
Find a Local Berkshire Hathaway Dealership. Learn more about our dealerships and the vehicles and services they have to offer.
www.berkshirehathawayautomotive.com
MartinAustin
Active Member
This is four hours old!!! Nobody posted it yet. Front page CNBC by Loada Bologny -
www.cnbc.com
Tesla plans to spend more than $770 million on Texas factory expansion
The Elon Musk-led automaker officially opened its Texas factory in April 2022, and builds some of its Model Y crossover vehicles there.
Oh no!!! How am I going to cope with the stock going down tomorrow after an already 75% crash?FYI - a negative news story which might be a drag tomorrow.
Video footage of Tesla FSD failing miserably (changing lanes and braking in a clear multi lane tunnel) and causing a 9 car nose-to-tail.
Exclusive: Surveillance Footage of Tesla Crash on SF’s Bay Bridge Hours After Elon Musk Announces "Self-Driving" Feature
Elon Musk has said Tesla’s problematic autopilot features are “really the difference between Tesla being worth a lot of money or worth basically zero.”theintercept.com
It cracks me up, Tesla is expanding the factory again to add a cell manufacturing plant, making them the second EV cell manufacturer in the US and giving them huge cost savings. The plant is now producing 3,000 trucks a week And CNBC runs this as one of the top bullet points:This is four hours old!!! Nobody posted it yet. Front page CNBC by Loada Bologny -
Tesla plans to spend more than $770 million on Texas factory expansion
The Elon Musk-led automaker officially opened its Texas factory in April 2022, and builds some of its Model Y crossover vehicles there.
This is one of the most significant things about this expansion?
WSJ coverage is just as bad. Makes it sound like Tesla is going bankrupt and this is some sort of desperation move.
Send your clicks to Teslarati, in this case their coverage is better. Not only lacks the negative slant, it has more details.
Then Autopilot just disengaging upon detecting a weighted defeat device is probably not appropriate if it can potentially send the vehicle careening into an adjacent lane, and they would work to build in a better solution like countering the detected torque and keeping the vehicle in the current lane after the system disengages.
If anything, a system like Autopilot or more
passive features should prevent such an accident from happening in spite of driver (or defeat device) input. The system has AI-powered eyes in front and in rear, it saw vehicles closing in on the rear bumper but nothing ahead of it, so how about actually accelerating ahead when it detected an imminent rear collision?
If you’re in a middle lane flanked by vehicles on both sides and you crank the wheel hard right or left, why not have the system detect it and stop you from turning into your neighbours?
Last edited:
This looks similar to Neil Bidet (FYI - a negative news story which might be a drag tomorrow.
Video footage of Tesla FSD failing miserably (changing lanes and braking in a clear multi lane tunnel) and causing a 9 car nose-to-tail.
Exclusive: Surveillance Footage of Tesla Crash on SF’s Bay Bridge Hours After Elon Musk Announces "Self-Driving" Feature
Elon Musk has said Tesla’s problematic autopilot features are “really the difference between Tesla being worth a lot of money or worth basically zero.”
) writing style: deliberately mixing up terms FSD & AutoPilot just to confuse readers and give the impression that FSD is causing all these accidents. Usage of the words NHTSA, Elon, investigation out of context, provide some unrelated events and present them as causality and you have a new clickbait article, worthy of their jobtitle 'Whore-nalist' 
Multi-lane tunnel is highway IMHO which is not FSD stack but NOAFYI - a negative news story which might be a drag tomorrow.
Video footage of Tesla FSD failing miserably (changing lanes and braking in a clear multi lane tunnel) and causing a 9 car nose-to-tail.
Exclusive: Surveillance Footage of Tesla Crash on SF’s Bay Bridge Hours After Elon Musk Announces "Self-Driving" Feature
Elon Musk has said Tesla’s problematic autopilot features are “really the difference between Tesla being worth a lot of money or worth basically zero.”
AFAIK after all alerts have been ignored by driver AP just turns hazards on a slows to a stop, does not switch lanes.
Tesla restarts its Autopilot safety reports, claims improvements
Tesla has started to release its quarter Autopilot safety reports after stopping for a year. The automaker claims some improvements....
electrek.co
With EVs there are going to be less dealerships down the road ( needs less servicing)In case anyone is wondering if Warren Buffet (aka Berkshire Hathaway) will invest in Tesla.
BH owns the 2nd largest auto dealership network in the US. If that little tidbit doesn't put the discussion to bed, I don't know what will.
Dealership Locations | Berkshire Hathaway Automotive
Find a Local Berkshire Hathaway Dealership. Learn more about our dealerships and the vehicles and services they have to offer.
Add insurance as well…
.. wouldn’t Tesla serve as a hedge..? I think while back Gali had a video on why Warren should buy Tesla with same talking points I have listed here and many more…
+ since charging network will open up.. some of them could even be charging hubs…
Last edited:
Maybe Tesla should have battery day 2… report progress, update vision, refining, mining etc… and recruit…and show the factories…This is four hours old!!! Nobody posted it yet. Front page CNBC by Loada Bologny -
Tesla plans to spend more than $770 million on Texas factory expansion
The Elon Musk-led automaker officially opened its Texas factory in April 2022, and builds some of its Model Y crossover vehicles there.
Appears to be in a tunnel, so cannot be FSD or NoAP as this shuts-down in tunnels. Also idea odd that the car came to a complete halt, when I had phantom-braking events I took control immediately and acceleratedFYI - a negative news story which might be a drag tomorrow.
Video footage of Tesla FSD failing miserably (changing lanes and braking in a clear multi lane tunnel) and causing a 9 car nose-to-tail.
Exclusive: Surveillance Footage of Tesla Crash on SF’s Bay Bridge Hours After Elon Musk Announces "Self-Driving" Feature
Elon Musk has said Tesla’s problematic autopilot features are “really the difference between Tesla being worth a lot of money or worth basically zero.”
In any case, it's irrelevant whether FSD, NoAP or EAP was engaged, fact is that the driver is 100% responsible for controlling the vehicle at all times - people seem to forget this. It's not the car that came to a stop, it's the driver that failed to react to the car slowing. It's not a Tesla crashing into a parked emergency vehicle, but the driver not paying attention to the road, etc.
It's not hard to understand...
As BYD vs Tesla was being debated recently, seems the Han isn't a high-end as the M3
TX expansion
oh my the poor people begging and screaming for buybacks
what are they to do?
gary, Ross (BOD lololol) and blathering Leo
and let’s not forget the illiterati of tmc
it all comes down to the big dreaming laid out on battery day
and what needs to be done to get there.
FOOLS
tony Saco demand destruction?
tesla, without marketing has captured the hearts and minds of the youth, each of who, will end up with buying power to buy the car.
old people coming around to the idea more, remember their own rides, and insist that there is a tesla phone available for sale…
china cars as competitor?
they gonna sell them at harbor freight or northern tool?
build dealerships next to the other fine china autos?
remind me of those brands here in us? Are they In Europe? Anywhere?
bill miller as short seller
i dont trust
blue bird distraction?
horse tonky
it is exposure
”no such thing as bad press”
someone else similarly hated won a major election…
my finger on the pulse read of things is that long term, this is a positive. The pseudo exposure of behind the scene, only helps to bring the gun toting cig smoking bibel thumping un colored segments into the musk camp. They love the guy and everything he has done and is doing.
and the cyber truck will blew Oval their toughness.
and the next model?
stop asking for a yth8ng suckie to be made
gimme the roadster!
oh my the poor people begging and screaming for buybacks
what are they to do?
gary, Ross (BOD lololol) and blathering Leo
and let’s not forget the illiterati of tmc
it all comes down to the big dreaming laid out on battery day
and what needs to be done to get there.
FOOLS
tony Saco demand destruction?
tesla, without marketing has captured the hearts and minds of the youth, each of who, will end up with buying power to buy the car.
old people coming around to the idea more, remember their own rides, and insist that there is a tesla phone available for sale…
china cars as competitor?
they gonna sell them at harbor freight or northern tool?
build dealerships next to the other fine china autos?
remind me of those brands here in us? Are they In Europe? Anywhere?
bill miller as short seller
i dont trust
blue bird distraction?
horse tonky
it is exposure
”no such thing as bad press”
someone else similarly hated won a major election…
my finger on the pulse read of things is that long term, this is a positive. The pseudo exposure of behind the scene, only helps to bring the gun toting cig smoking bibel thumping un colored segments into the musk camp. They love the guy and everything he has done and is doing.
and the cyber truck will blew Oval their toughness.
and the next model?
stop asking for a yth8ng suckie to be made
gimme the roadster!
petit_bateau
Active Member
Fair point, and the maximum drag to GM% from ramp effect in recent years is of the order of 5% :
If it is 'only' a 5% drag due to ramp effect then that on its own is no big deal. However if there is reason to think that overall GM% margins will become compressed due to selling price (ARPV) being reduced in order to maintain the volume ramp as competition becomes more of a factor, then that inevitably will lead to less attractive financials.
Whether (if) that combined effect might cause Tesla GM% to fall to 20% or 10% or whatever other number you want to pick is not something we can foresee at this point. Except to the extent that we believe that other auto companies are at best at an approx (say) 5-10% GM% disadvantage to Tesla. I pick 5-10% GM discount because I cannot quickly find a GM% table for the other major automakers, but here is one for NM% that I think is still representative for all (except Tesla) and we can compare that with Tesla's current position. So Tesla is at approx 15% NM in 2022 (my detail forecast is 15.7%) and the 5-year data for other auto makers is showing tops of 7%. ( I know @The Accountant keeps good data on the other OEM GM% so maybe he can chip in if these corresponding NM numbers are no longer representative).
Being forced to look at NM% rather than GM% due to a data shortcut is not entirely a bad thing. After all NM% is pretty close to cash flow, and lack of cash is what drives bankruptcies. Setting aside operating leverage effects this suggests that if a price war were ever to fully break out, then the best competitors would be at breakeven (0% NM) when Tesla would be at 7% NM even with the 'handicap' of funding a 50% yoy manufacturing ramp; and many not-so-good competitors would be operating in that environment at -5% NM losses.
I personally think that the correct thing for Tesla to do is to go after the volume ramp at the maximum rate possible, however if the scenario of concern does come to pass, then it will inevitably hit TSLA valuation. Well, at least for a few years until all the competitors go bust .... then get bailed out ....
The expansion drag effect should persist at least until the end of this decade. In my modelling I assume that a S-curve kicks in with decellerating auto growth for Tesla later in the decade. That ought to be beneficial in respect of ramp drag at that point, except that non-automotive ramp is becoming much more significant in those years (at least in the Tesla-base case, where energy needs to be ramping strongly). So that ramp drag is something investors need to live with for a long time to come, even if it might be a bit patchy occasionally.
petit_bateau
Active Member
Perhaps there was at least one other battery grade lignin/carbon start up in Finland. It started several years ago, aiming at just this market. At least one of the initial team was from the paper industry (isn't everyone in Finland ?). What I don't know is whether that is still going on parallel tracks, or whether that got absorbed by Stora. But there is no reason to believe that this could not scale quickly, if it is a viable pathway.I agree. But they have been producing lignin since 2015. They also have working pilot factory for a battery grade lignin here in Finlnd. And they announced partnershup with Swedish upcoming battery factory Northwolt last summer. I just hoping Tesla would join this development too.
Northvolt Partners With Stora Enso For Lignin-Based Battery Anodes - CleanTechnica
Northvolt is looking to make battery cells using locally sourced sustainable materials such as lignin, which is derived from trees.cleantechnica.com
Similar threads
- Locked
- Locked
- Locked
