Recent content by Usain

You make a blatantly political post and then tell others not to?

I don't think there is an oversupply of cells per se. Prices have not come down because there is slower demand for cells. Prices have come down because of the demand for cells to be used in EVs (relative to supply). An EV is the most profitable place to deploy a cell. So when automakers are...

You don't know that hiring 1000 people would have made a difference. Nobody does. Making ev batteries is really hard. There is a reason very few battery companies have been successful. Elon tried to hit a home run. Turns out, he might settle for a double.

I watched all his videos and it's clear his entire investment thesis was based on success of 4680. And he doubled down by going heavily into leaps. Very risky. What people fail to grasp about Tesla is that it has to be viewed as a collection of startups. It's like you are putting your money...

Also, Elon tells us the hardest part is validation. Validation takes time on a new platform, but with Cybertruck FSD coming relatively soon, the technical hurdles must not be too bad. We are talking about less than a year from launch to put FSD on an entirely new vehicle. They must not need...

Wayve.ai may have some secret sauce that will help them catch up. They would need to have some breakthrough technology that nobody else has thought of. My impression is that Wayve is saying to investors, "We are doing end to end. We know how to do what Tesla is doing." And this is probably...

My point is that it looks like Tesla is poised to get most of the pie for several years. It also looks like they will have a much bigger competitive advantage than they had in EVs.

Yes. That could definitely happen. I would still consider Tesla to be dominating.

With autonomy, it's looking like Tesla will dominate for several years. Tesla's approach appears to be the only viable one. If so, nobody will be able to match it for a very long time.

I'm not sure what it means to say that the China megapack factory will be built 35% quicker than Lathrop? As I recall, the Lathrop factory was built inside an existing structure. Maybe he means the ramp will be 35% faster?

I've done a fair amount of reading on XPeng's system. It's hard to get good English language reporting out of China so what I will say might not be perfectly accurate. But here is what I have gathered: The important thing to understand is that XPeng's system is really two systems in one...

I am taking it on both theoretical and demonstrated performance of heuristic vs end-to-end systems. Why won't you answer my simple question? Do you consider the performance of FSD V10 to be comparable to FSD V12?

Yes, and the engineer who did it had to pay damages to Tesla. It is still not known for sure if XPeng actually received or used the stolen data.

I have never claimed that XPeng's system does not exist. I have claimed it is not comparable to FSD V12. And unless XPeng has made some AI breakthrough that nobody here knows about, I am absolutely correct. I notice you haven't answered my question. Do you consider FSD V10 and FSD V12 to be...

Yes I have. They do not provide comparable performance because the XPeng system is using inferior technology. Again, if you have evidence to the contrary, please post it.