I trust even the biggest bulls understand that this board is sometimes just as ridiculous as the bitcoin supporter boards where whatever is always good for bitcoin.
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I trust even the biggest bulls understand that this board is sometimes just as ridiculous as the bitcoin supporter boards where whatever is always good for bitcoin.
GBleck
Member
The alt text was prophetic.
Waiting4M3
Active Member
I think having Karpathy taking on a bigger role in AP is a good thing, and likely outweigh the loss of Keller. I suspect Keller was put in charge of AP after Lattner left in order to provide continuity. Karpathy was reporting to Keller, but now that Karpathy has turned the SW side around, I think it's the right time to promote him. Since Tesla is designing a chip to specifically work with their SW, it's better to have the chip designer taking orders from the SW side, instead of the other way around.
I agree I’ve encountered some here that to me are outlandishly bullish. However, I don’t see the sky falling as a result of Keller’s departure. There is a good chance his work here is done, and doesn’t seem too out of the ordinary for him.
Waiting4M3
Active Member
I personally believe that Karpathy is more important to Tesla AP than Keller. Chip design has been around for decades, Keller is good but not irreplaceable. AI/DNN is new and expertise is much rarer. Look at the progress that AP has made since Karpathy came on board, I don't think it's a stretch to think he has contributed more than Keller has. If you have good argument against promoting Karpathy over Keller I'd like to hear them. I have lots of respect for you but please keep away from attacking other's motivations.
As I said, I like Tesla cars and am planning to buy a MS in midterm future (S Mark II, maybe
). But I am also an experienced investor and watch the performance of the Tesla shares and then find here the extremely optimistic, even aggressive views in the investor threads of TMC. I am certainly not in love with Tesla but this is never good when investing.I promise to never again to bother you and won’t ever post anything again in the investor threads here. But I will keep reading for few informative postings and else for my amusement.
Have a good time !
Manufacturing EVs cost effectively should be tesla core competency now,
Autonomous driving is a secondary objective, and frankly a pipe dream
For now.
Keller at intel might suggest adapting the intel/ Mobileye hardware software solution
Later on.
Autonomous driving is a secondary objective, and frankly a pipe dream
For now.
Keller at intel might suggest adapting the intel/ Mobileye hardware software solution
Later on.
vinvin218
Member
for those who follow Chanos' short advice this morning will be taking over his short positions , mark my words....
NN on the car side is mostly a bunch of multiply/accumulate, scaling, and max functions. It benefits from large number of parallel operational units to run the independent calculations of each layer. Number and interconnection of units can impact overall performance, so targeted chip design is helpful for speed and power consumption. Along with HW specific function to reduce data transfer/ SW overhead (kernel convolution).
CNBC focused on the comments by Chanos about Musk leaving. This narrative seems ridiculous.
Terrible tragedy: Explosion at Wisconsin oil refinery results in at least 20 casualties, report says
Another good reason to transition away from oil energy.
Another good reason to transition away from oil energy.
Indeed, I've been here over five years. But my first day I was chastised through a direct message from a highly respected member for so soon countering the ideas of other members. In that case the others were professing the merits of selling TSLA at $40, which it was approaching, and then buying back later at $30. My then recently purchased core shares had cost $38 each. My unwelcome post warned that the stock may soon run away from the range traders to the upside. Later I became friends with the member who chastised me, and about a year later we had a pleasant phone conversation which allowed us to laugh about all of this.
That said, welcome to TMC Oldman. All views without hidden agendas are appropriate here, and your posts appear sincere. The problem comes from those who show up briefly to troll and then disappear. So newbies are often first suspected of being one of these. Once members get to know you, the responses will likely become more respectful.
Do people think the change in AP leadership will lead to a change in the company's views on Lidar?
Todd Burch
14-Year Member
That's what most of us are arguing, I think. It's not that Keller's departure is a positive. It's just that so many assume it's a big negative, when in reality, it may have been the plan all along once he reached a certain milestone.
Todd Burch
14-Year Member
Thanks for that, I always forget that there's always alt text.
vinvin218
Member
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