Recent content by durkie

Don't do this.

This captures my sentiment pretty well. His % ownership would be a lot higher if he hadn't sold off a ton of it. And then to come back months later and say "Actually I need 25% or else I might not feel comfortable developing AI products at Tesla" feels like a not-super-veiled threat. And then...

What's the woke mind virus? Sounds really big and important.

What? Is your response to "Regulators are investigating if Tesla consumers and investors were misled about self-driving claims" simply "hey, we're all probably guilty of something"?

You wrote a lot of interesting stuff here and I don't want to gloss over it, but these two sections to me are the most pertinent points: if Tesla is going to globally dominate self-driving and presumably gain multi $T valuations, the threshold for "impractical" goes way, way up for everyone...

What does it need to stay current with? If we get to the point where Tesla is releasing "self-driving" and it's good for some very long amount of time between disengagements, then sure it could improve, but at that point it feels like it's largely solved. I feel like we're going to be building...

The "dominance" part I legitimately don't understand. Self-driving is hard right now because no one has done it. Waymo sort of has done it, but they control all the vehicles and the vehicles only work in specific areas. But if Tesla comes up with a general solution and then releases it out to...

Yes, I understand this in broad strokes, but it feels kind of like "well we should invest in computers because people are gonna be using a lot of those". What is it about those technologies that's relevant to Tesla today, or Tesla in the next 1, 2, or 5 years? Are these technologies merely...

Sure, anyone can mute anyone on here, but we want to at least stay somewhat on topic. How is potentially going to Mars in 20 years relevant to investing in Tesla today? They seem unrelated to me.

"Postponed" by a company that skews, shall we say, "aspirational" with its timelines. Not a complaint on my part -- I'm fine to wait until something is ready -- but in other news, I'm also postponing my plan to produce a profitable $25,000 EV.

This is what I've been thinking about lately as well. Disengagements are useful data points, but it seems like lots of just normal mundane human driving is way more valuable. And also that you wouldn't want FSD to learn from its own bad habits. That's what's been confusing about the "1 billion...

Is this really how it works? Does FSD train on its own output? That seems...not great? It seems like it would be way better to train it on human driving.

I don't understand: the original post was them talking about how they got it wrong. That even with their conservative-seeming projections, they still ended up being overoptimistic. This did not read to me like someone demonstrating how right they've been, falling back on "i've always been...

☝️This is what turns this place in to an echo chamber.

I don't understand -- is this supposed to be some kind of dunk on @Zaddy Daddy 's post? Are the assumptions bad? Why? None of us knows what's going to happen. We all have mental models and we're all making guesses about what we think is likely and possible. The original post even said "let's...