JusRelax
Active Member
Tesla China will launch FSD testing within two weeks:
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Agreed 100%. I think its actually quite telling that Ford, GM, Toyota, VW are not really making any genuine large scale multi-billion dollar investments in autonomy at all. Cruise is basically a side project that I suspect only still exists because cancelling it is bad PR.What TSLA investors should get from this Lora Kolodny hit piece is how unique Tesla is and how valuable Elon is to Tesla.
Like, are there any other car companies buying tens of thousands of H100s? Do other auto CEOs even know what a H100 is?
I wouldn't be surprised the total # of H100s owned by all the other auto companies combined is approximately zero.
People are worrying about some minor logistics change instead of seeing the big picture.
Like I said before, I hate Apple and think the stock is doomed.
The full post is interesting. This is good work and I think he's basically right. Hybrids are attractive as a transition vehicle for many consumers.Really informative post on the Hybrid curve the Legacy's are chasing. Really puts some data around the wall Hybrids will eventually hit.
You've had your reservation for four years. I'd still consider that "early".I just got my Cybertruck invite. It starts out "As an early reservation holder...", but I'm not. I made my reservation on 6/23/20, a good seven months after the first reservations.
Anyway, nothing particularly interesting about it. Estimated delivery for the AWD version is June-August, and for the Cyberbeast is October-December. I have no interest in the Foundation package, so I'll be ignoring this.
License it? Has tesla given any indication they will license it or will it just be like the superchargers and tesla just gives access away for nothing. Elon hates moats and FSD will be a huge moat just like the supercharger network was.Agreed 100%. I think its actually quite telling that Ford, GM, Toyota, VW are not really making any genuine large scale multi-billion dollar investments in autonomy at all. Cruise is basically a side project that I suspect only still exists because cancelling it is bad PR.
This looks to me suspicously like the charging network, version 2. The same companies absolutely fumbled the need to build out a charging network, and gave up that entire huge industry entirely to Tesla, even begging Tesla to supplu adaptors so their cars could use Tesla's superior network. They are now doing the same thing with FSD. Why bother investing $5billion when you KNOW you can never catch up, and will have to write it off?
I suspect Ford will be the first to license it, and the rest, [predictably will fall like dominos.
Hate is a pretty strong emotion to feel about a tech company. Maybe some introspection about what prompts such feelings in you is in order.
Regardless, the sentiment that Apple is “doomed” stretches back to the 1990’s, when things were in fact precarious for a while. Going forward from today? We’ll just have to see, but if the past is prologue…
hitchhiker said:On the Semi, Tesla definitely had first-mover advantage for a while, but has given it up. I know people working for large consultancies who assist companies in green transportation / logistics initiatives. None of them are considering Tesla in their packages because Tesla isn't really delivering -- they've shipped less than 100. Other major commercial truck companies are delivering electric, hybrid and alternative fuel vehicles today.
I've worked as an apple engineer (a long time ago) and also worked in software development. Its not an irrational hate. Far from it. And the future for apple is... what? billions more on doomed car projects? a VR headset nobody was interested in? An even more gratuitously expensive corporate HQ?
Apple is laughably stagnant.
I just got my Cybertruck invite. It starts out "As an early reservation holder...", but I'm not. I made my reservation on 6/23/20, a good seven months after the first reservations.
Anyway, nothing particularly interesting about it. Estimated delivery for the AWD version is June-August, and for the Cyberbeast is October-December. I have no interest in the Foundation package, so I'll be ignoring this.
Germany sales certainly tanked. Is Tesla not offering any incentives there?
1. It's FSD development that is no longer compute constrained. That is, compute is no longer the slowest part of the FSD development lifecycle. Right now, the slowest part is validation. But there are lots of reasons Tesla still needs a lot more compute. One is for training Optimus. Another is probably for training larger FSD models with more functionality. Basically, Tesla has so much need for AI training, it will always find good and profitable uses for more training compute.There are a few odd things about the news regarding xAI swapping Nvidia shipments with Tesla:
1. If Tesla isn't compute constrained anymore, what are they planning to do with the extra AI compute power? Getting extra "just in case" makes sense if you're a tech company with huge cash reserves and no capital-intensive R&D plans like Google or Microsoft, but Tesla? Tesla just fired a significant chunk of its workforce and put on hold big growth projects because of the lack of resources.
2. On the same line, why didn't they just sell their position in the queue? Companies are fighting over getting higher in the Nvidia queue, it doesn't make any financial sense to give up something as valuable as this and get nothing in return.
PS: I wish people wouldn't just add the cars' inference capability to some sort of total Tesla compute power. It's daft, for multiple reasons. First one is that no other company is doing it. It'd be like Apple adding your phone's AI compute or Microsoft your laptop's / PC's. Not to mention the technical limitations to actually using that inference power for a 3rd party.
They should definitely prominently be displaying the 0% on their website.Tesla has 0% financing for Model Y in Germany, but who´d know if even I have to look into the fine print on the order page to find out.
Federal incentive "Umweltbonus" of 4500 EUR suddenly ended last fall.
BEVs sales in May were down 30.6% compared to May 2023:
Pressemitteilungen - Fahrzeugzulassungen im Mai 2024
Flensburg, 5. Juni 2024. 236.425 Personenkraftwagen (Pkw) wurden im Mai 2024 neu zugelassen und damit -4,3 Prozent weniger, als im Vergleichsmonat. Die Anzahl der gewerblichen Neuzulassungen nahm um -5,6 Prozent ab, ihr Anteil betrug 67,5 Prozent. Die privaten Zulassungen (32, %) gingen um -1,3...www.kba.de
He thinks it might be limited by 4680 cell supply
Germany sales certainly tanked. Is Tesla not offering any incentives there?
It does raise an interesting point though. I wonder what the production ramp hold up is. I doubt it’s demand. Some other supply chain hold up on a key widget maybe? Who knows.Not shooting you, but love his reasoning, that despite we having multiple confirmations that 4680 production is weeks ahead of production, one of the hypothesis is that that isn't true. How people pay for this guy content is beyond me