Hokay.
First off, I'm going to claim I've got chops. Background in RADAR, integrated circuits, system software, firmware, circuit board design, diagnostic code, lots of different assembly languages, and have part of groups, sometimes the leaders of said groups, involved in bringing big, hairy piles of hardware and software to fruition and proft-making status. Not to mention solid work on DSPs and control theory. Over the last bunch of years have specialized in troubleshooting down to the naked transistors or whatever bent and broken pieces of gear returned from the field. And fixing, or attempting to fix, the problems that made said gear bent and broken so It Wouldn't Happen Again.
I'm your basic DC-to-daylight guy when it comes to electronics (and, no, I'm not kidding about that), as well as strange software corners that most people do not venture into.
Which means.. When something is malfunctioning, I usually have, or get, a half-assed idea as to what's bedeviling whatever piece of hardware comes my way. And that, very definitely, has included FSD.
What I'm a-telling you: There's been a step change in FSD with the 12.x series. I've seen the car halt to allow other traffic to come through; I've seen it, when other traffic has halted for it, for it to go through, and it's been doing this like a human. That's not something seen, AT ALL, in the previous versions of FSD.
Are there bugs? Yup. In my life, there's always been bugs. Such is life. But the bugs are much, much smaller now.
Further, in the progression from 12.1 through 12.3.3, the improvements have been, compared to what's come before, astounding.
Will the improvements continue on this trend? Durned if I know: I'm not writing the code. People like to complain about Elon and "2 weeks": But, in large part, He Gets There.
There's one snake in the undergrass: To my mind, Elon exhibits the characteristics of a semi-drugged, no brakes individual. On the days when he talks financials and engineering, he's very, very good. When he's doing People Stuff.. not only is it bad, but it's getting worse over time. So.. the question is whether's Elons slowly progressing meltdown will affect his ability to make decent engineering judgements before FSD gets released. If he and the Tesla engineering team (and you got to bet with this 8/8/2024 date the engineering team had to be involved) make that date, then the stock price is going to the moon.
And, one final thing: Wall Street lives and dies by the future, absolutely not only in the present. There's Reasons why there's that phrase, "Past performance is no guarantee of future results." That works both ways, though: Most people take it as a warning that good performance in the past isn't going to happen in the future. Well, I'm here to mention that a poor FSD in the past is no guarantee against good FSD in the future. Somebody has to succeed for the first time at anything, don't-cha-know.
), the kids are perpetually on their phones, are used to being driven by the parental units and will likely prefer robotaxis.
if a death occurs in 1 in 10,000? No one. And first death from robotaxi will make cruise controversy look like nothing. Talking 20% stock drop. President commentary. Prosecution against Elon. Doesn’t matter how bogus it is Elon now lives in politics land where facts don’t matter it’s all narrative.
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I saw this and bailed last year at $230-$250. Held out hope stupidly that an aggressive cybertruck can bring volume growth despite the breadcrumbs pointing the opposite.
without all the information.
And all you people who lost your minds can now apologize to the rest of us long term investors.
