Recent content by AndrewZ

Yup lol I’ve brought that up here before, the irony that Elon cited this as a reason for breaking the partnership and now is talking about trying to do the same thing.

Mobileye has been running in a swath of makes/models for many years dude, they said they have 200 petabytes of driving data as of 2022: https://www.mobileye.com/blog/mobileye-ces-2022-self-driving-secret-data/ Elon had previously claimed that Mobileye supporting so many different vehicles was...

Mercedes’ Traffic Jam Assist is a Level 3 module within the system, calling the entire thing Level 3 is inaccurate and I’ve never seen it officially described that way. The system has the ability to flip between Level 2 and Level 3 depending upon the conditions. If you’re barreling along on a...

The Chinese car companies are deploying it? I wouldn’t doubt it, things are probably pretty different over there and the car companies are mostly newer like Tesla. The leap to taking any liability at full highway speeds is likely a big one, not sure I believe any current hardware is capable of...

People shouldn’t mistake lack of desire/interest for lack of capability. Mercedes is using NVIDIA’s tech for their ADAS, and NVIDIA has implementations that can attempt city driving like FSD — you can find videos on YouTube of Mercedes vehicles doing that, because the two have been partnered...

I think Mercedes has been very clear about both the capabilities and limitations of their system (which is NVIDIA’s tech), it’s all very detailed and spelled out up front. Unlike some other companies who shall remain nameless.

I think advertising is more complex than this. Right off the bat, probably most of those views on Elon’s posts are people who actively follow him and they are less likely to need advertising or clarification/defence in the first place. That’s like going into Red Lobster and shouting about...

These are things that passive safety features wouldn’t have helped prevent? I’ve never been in an accident beyond a fender scrape and can’t recall two instances where I would have needed saving in 20 years of driving so seemingly not a ton of value to add for me there.

Lots of new cars have very good highway functionality. I personally wouldn’t pay a red cent for Level 2 City Streets functionality because that adds no value to me when only long highway drives are fatiguing, but that’s a more individual thing.

This makes me think of the costs that will remain and increase with higher utilization, of course the electricity and then things like tires and wear and tear. The other aspect of this as a Tesla-owned fleet is the cost of producing the cars in the first place and having no big surge of revenue...

Robotaxis likely only make sense in dense urban areas where car ownership is already lower, they make less sense the further you move from dense urban into suburbia much less semi-rural and beyond. People have been talking about stuff like ridesharing eliminating the need for car ownership more...

Weakness in the labour market is of course part of the intent behind the Fed hiking interest rates and is probably necessary to actually get inflation under control over the long term Vehicle sales struggling, companies like Tesla laying people off en masse, etc are all part of that intent and...

But does the tail wag the dog? Or are there are underlying earnings-related reasons for why options positions are taken.

The stock market cares about earnings and really about revenue vs COGS, it doesn’t care about news articles that have no material impact on earnings. Even massive recalls don’t really impact the stock market. News dropped on April 17th about Ford recalling 456,000 vehicles, the stock is up 6%...

The stock was already up 23% in the last week, the indices are up 2%