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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
First, by the end of the year, the top performing computer should break 2 EF.
Second, this might refer to the top 5 GPU clusters simply by count.
Third, it's unclear whether that graph claims to be among the top 5, or exceed the top five combined.
Fourth, top computers are ranked based on FP64 performance.
AFAIR Dojo is optimized for int8. So maube you might be comparinfäg different units...
So in the end, make of it what you want.
In effect they just announced start of Dojo production/commissioning and expect exponential scaling...
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I forgot another revenue source that Tesla will likely have by 2030. This has NOT been announced, so this is speculation.
Tesla is moving to a 48V architecture and I suspect will be building many of these components in house as the suppliers just haven’t been moving fast enough in that direction. I suspect that Gigafactory Mexico will be manufacturing a lot of these 48v components, and I suspect Tesla will sell these to the industry.
That’s quite a speculation chain, but … you heard it here first
JRP3
Hyperactive Member
I suspect Tesla will be consuming all of it's production for a long time.
I think we have talked about that possibility before. But one issue with that is that the Cybertruck is supposed to be 48v and going into production as we speak. Obviously, they aren't getting the parts from Giga Mexico right now... Where are they coming from? Has Tesla spun up initial pilot lines somewhere, or did they find suppliers to make the parts for them?I forgot another revenue source that Tesla will likely have by 2030. This has NOT been announced, so this is speculation.
Tesla is moving to a 48V architecture and I suspect will be building many of these components in house as the suppliers just haven’t been moving fast enough in that direction. I suspect that Gigafactory Mexico will be manufacturing a lot of these 48v components, and I suspect Tesla will sell these to the industry.
That’s quite a speculation chain, but … you heard it here first
GURU MEDITATION ERRORGave you afor the Amiga mention. I managed an Amiga (only) dealership, and we were also a Newtek dealer, so I attended the Amiga Expos and Video Toaster unveiling in Cali.
Still have one of the T-Shirts I made for my staff!
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Speculative small cap stocks doing exceptionally well today while large cap stocks are red. Russel is on fire today. Very interesting as this doesn't look like the sign of a bear market incoming....
FEERSUMENDJIN
Member
I would imagine the tier 1s had no problem going to 48V. It has always been the auto guys that were the block.
Dreadnought
Member
Possibly related to an announced rebalancing of Nasdaq100, which reduces the weight of the top 7?
Nasdaq 100 To Rein In 'Magnificent Seven'
A special rebalance will take place July 24 for the big-cap Nasdaq index.
www.investors.com
Oil&gas utilities will be gone by then (please lmk if y'all think differently) and 30-40% of carbon emissions should, hopefully, be gone in 2025. I think its probably why inflation will reduce so much and they expect the economy to go towards growth. Thoughts?
fortune.com
Morningstar makes a bold call that housing market affordability will be restored by 2025. Here's how
Morningstar expects mortgage rates to plunge to 4.00% by 2025.
Sorry, this drop is all because I bought yesterday. What's worse is I may have to buy more.
Article is behind a paywall so bit hard give any thoughtsOil&gas utilities will be gone by then (please lmk if y'all think differently) and 30-40% of carbon emissions should, hopefully, be gone in 2025. I think its probably why inflation will reduce so much and they expect the economy to go towards growth. Thoughts?
Morningstar makes a bold call that housing market affordability will be restored by 2025. Here's how
Morningstar expects mortgage rates to plunge to 4.00% by 2025.
Really the solutions are quite simple and specific IMHO.
First, tax all short sales including any made by market makers, say, 2% of security price when shorted, deducted from transaction at time of short initiation;
Second, tax securities lending operations by taxing borrowers 3% of borrowed share value and lenders also 3%, each deducted at initiation date;
Third, tax gains on shorted stock sale at mandatory 15% of gain, deducted from proceeds;
Those are wildly implausible in the present environment, although FDR would have liked it;
However, for those participants which are FDIC insured (Another Glass-Steagall innovation that continues) supplemental premium charges can be easily justified by ensuring that short sale and securities lending are both categorized as high risk activities and require 100% capital charges. That one is both possible and administratively permissible, plus entirely compatible with Basel IV. Those requirements would need to be mandated as part risk modeling of each institution and could be easily coupled with mandatory explicit disclosure of such activities.
The Basel IV issues would apply to the majority of custodians, most major brokers, and avoids the SEC institutional disinclination to have any effective regulation at all for such activities, but in a different environment they should class short selling as a non-investment activity, hence discouraging those activities further.
We can be certain that these will NOT happen so long as the wealthiest entities such as Citadel have so much political clout. Without reform of US campaign finances any reform cannot ashen. In particular, prohibiting PAC's and removing Corporation ability to contribute unlimited support MUST happen to achieve any progress at all in the US.
Finally, other countries have unique problems but no major market is so blatantly structured to benefit market makers and speculators...not even Hong Kong/China.
These are my fantasies. 'Ain't gonna happen'!
TrendTrader007
Active Member
so to get this straight once and for all- i am not a "content provider" and i couldn't care less whether you "like" my content or not. i post here purely for my pleasure and do not suffer fools gladly.I generally like your content but this ^^ kind of stuff is just packing foam. No?
As with other major technological moves, once critical mass with suppliers exists the entire auto industry usually is very sudden in adoption. Electric starters and lights quickly became ubiquitous once practical mass -produced batteries appeared. Moving from 6v to 12v was equally fast. From radios, air-conditioning and power steering to radial tires and automative transmissions, seat belts and backup cameras some took longer than others, some were mandated by regulators.I forgot another revenue source that Tesla will likely have by 2030. This has NOT been announced, so this is speculation.
Tesla is moving to a 48V architecture and I suspect will be building many of these components in house as the suppliers just haven’t been moving fast enough in that direction. I suspect that Gigafactory Mexico will be manufacturing a lot of these 48v components, and I suspect Tesla will sell these to the industry.
That’s quite a speculation chain, but … you heard it here first
With 48v the entire industry will move as quickly as model change cycles primarily because it will be cheaper, more reliable and lighter. OEM's toyed with that for Hybrid powertrains but suppliers ahem waited for OEMs while OEMs are waiting for suppliers. That wait has been diminished when Tesla made their move; everyone else will be doing it soon, and are already making the arrangements.
Why am I so certain? Because on this issue there are no losers, for suppliers it is not even complex to do.
In theory, perhaps, cable suppliers might lose but they are negligible forces anyway.
Really? This argument implies we all should be happy to be serving your pleasure. This is a cooperative venture, so by definition we are intending to help each other learn.
If you have other motivations then many of us would put you on ignore because you tell us you're here only for your 'pleasure' and don't think you have 'content'.
That's good enough for a solid ignore!
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philw1776
Member
OK. Just come right out and Say My Name!
This share price at this time is just absurd...
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