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  1. Vitold

    Tesla's real plan is to disrupt itself with the robot cars.

    I agree that this is the plan but have doubts that current sensor suite can take Tesla to level 5. Two major issues are blind spots and short range of side repeaters. I also believe that at some point in development as complexity increases it will become apparent that it would be cheaper...
  2. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You are conveniently forgetting that charge and power rates are lower with smaller packs. Also you are increasing cycle rate so overall battery life gets shorter. The only advantage to smaller battery is weight that you have to carry around, that is it.
  3. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Absolutely. In other words, Nissan would not have a business case to extend Leafs range if buyers were content with small batteries. Now, if someone (Tesla?) offered a loaner for long trips on demand then case for longer range would diminish slightly , but right now people need a buffer...
  4. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I expect that the reason for not making Y on model 3 line is because model 3 lines are 1.0 where as Y is new and improved version 2.0. After implementing Y lines next step would be to get 3 lines updated. By that time they should be interchangeable - after all 3 and Y are more alike than S...
  5. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They say that because they do not want to scare doctors. Many general practitioners actions and diagnosis can be defined by hard coded if /then statements and have already been replaced by computers (I.e pharmacy drug interaction checks, symptom checkers, etc). Xray/ct scan reading are next.
  6. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Just look up Horizontal Alignment rules. If roads deviate from ideal additional signage and lower speed limits give driver/AI clues that path will deviate from prediction.
  7. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Later he or Musk clarified that it would work on any road within US. Reason being that nn learns what curves it can expect. Roads are built with certain standards and rules. Eventually NN learns what to expect based on what visible clues. However road building rules vary from country to...
  8. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Overall I like the TN story. So what if it will take 4, 6 years instead of 2 to get there as long as cars sell they can afford delays. And, opposite is also true - exponential growth does not matter as much due to upcoming TN. TN and car production complement each other quite well from...
  9. Vitold

    Model S/X deliveries drop off cliff, down 56%

    It is much easier to upgrade interior than engineer good EV platform. Besides, Model 3 interior is already better than I-Pace’ to many people for one simple reason: utility of large screen. Every new design is moving in that direction. Model 3 is already there. I expect air vents to be...
  10. Vitold

    This day will close green or red?

    Red in the morning, green in the afternoon.
  11. Vitold

    Tesla "Used" buying nightmare

    Obviously one needs common denominator to compare as in $ per hour. Bottom line, sales people who are on commission are wrong people to do customer service / lead generation tasks because their time costs too much plus commissions push people to stretch the truth or omit facts to make a buck.
  12. Vitold

    Tesla "Used" buying nightmare

    Sales people on commission will do what makes them money. Sure, if you pay them enough they will create leads but it’s too expensive. It is better to pay $20/h person to operate phone and press buttons than pay $50/h car sales person to do the same.
  13. Vitold

    Tesla "Used" buying nightmare

    Sales commissions are the problem. Sales people do not want to waste their time on creating leads or work with demanding customers. What Tesla needs is managers who care more about customer service.
  14. Vitold

    MCU is dead, car is bricked, Tesla is being unforgivably terrible

    It does not matter if such company existed or not. Tesla needs to do better.
  15. Vitold

    MCU is dead, car is bricked, Tesla is being unforgivably terrible

    How did Tesla justify not giving you a loaner?
  16. Vitold

    Autopilot goof. Good thing I was paying attention :)

    Dislike for it is not a goof since AP is not designed to handle such situations currently and paying attention is a requirement for using AP.
  17. Vitold

    Federal EV coming this budget 2019

    Capping incentives based on price only is a BAD policy as it skews demand towards inferior product with lower life expectancy and utility and therefore is highly undesirable for the environment and delays EV adoption. Teslas are more expensive because of better tech, range and safety. For...
  18. Vitold

    Federal EV coming this budget 2019

    It is time for Tesla to introduce pink Model 3 SR for 45k CAD.
  19. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I have read a rumor that Tesla licensed their nn accelerator to Samsung.
  20. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What you describe is a variant of Zipcar where car comes to you vs you going to the car. Efficiency would come from not needing expensive parking spots and much better utilization. Could be a solution for many cities. I do not like the idea of safety driver at all. Car either drives itself...
  21. Vitold

    Tesla autopilot HW3

    I would vote 6 years since I expect it to go through a die shrink and higher integration before 25k Tesla comes out. I my opinion, you are shortchanging yourself if you buy Tesla w/o Autopilot. The system is great for relaxing long trips and stop and go traffic. As to AP2.5 Elon said that...
  22. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My point is that Tesla cars are not comparable to cars from established automakers and should not be treated as such. For that reason, Tesla’s market share is only going to expand while ICE’s shrink.
  23. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla has never been just a car company and never will be (unless car makers become more like Tesla) Tesla even changed their name and it is still confusing to some people...:eek:
  24. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It is false in a sense that it spins good news - new battery lines are operational since March and that Tesla can begin consuming 35GWh of batteries without any new investment - into bad: no plans for future growth (at least as far as Panasonic contract goes).
  25. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla Semi may not need to be modified for EU market anymore. Tesla Semi-like aerodynamic trucks will be mandated in Europe to make roads safer Although extended length is quoted to be 80-90cm I could not find any regulation defining that. Only that design is not supposed increase load...
  26. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    AP might be just feature complete by end of the year. Hopefully they learned from old FSD fiasco and they will manage expectations and will not do any thing flashy until AP is ready. I think presentation will be rather advertisement for FSD and to bring awareness of it to wider audience...
  27. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I like how they locate nuclear reactor in a safe distance from the colony.
  28. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Maybe I am not up to date but the short’s bankruptcy argument died once Tesla paid their debt in cash.
  29. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If you are not short than why would you bother trying to dispel every little lie that shorts cook up. In a way, arguing with shorts gives them credibility.
  30. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There’s almost zero chance that Tesla would go bacrupt. I do not see how one would even entertain the thought.
  31. Vitold

    POLL: perhaps Tesla should do this to improve efficiency and generate cash, in the short term

    Sales of X and S were hardly disappointing, rather in line with Tesla’s plans. Optimizing Model 3 should and is their priority. 100k of s and x will be drop in the bucket next year and bulk of the profits will come from Model Y and 3 lines.
  32. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He did not say so recently and I do not know what he think now. However, right after the settlement it was clear he intended to fight SEC about it and matter was not over. Possibly he only settled because lawyers told him that it was unenforceable and was planning on challenging it once SEC...
  33. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    More like SLS, GM and whomever got F35 contract.
  34. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My gut feeling based on what he had said last year on multiple occasions, including 20/20 interview and reason why his lawyers sought to introduce settlement negotiations into this case.
  35. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Musk wants the settlement thrown out. I think we are in for a fight unless Tesla board makes arrangement so Musk can still call the shots while no longer under SEC radar.
  36. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Do you include army in that 10%. With that kind of thinking, that government should have certain size, we have private companies that would not have existed if not for government contracts?
  37. Vitold

    Accident while on EAP...

    Driver may have overriden AEB or Autopilot with accelerator. But no one will know until data is pulled from Tesla. I think what Tesla needs is Autopilot Disagrees indicator or chime to let driver know that system is being overridden by drivers actions.
  38. Vitold

    SR+ Delivery with Scratch | Tesla would not fix | Poll Q

    I have a feeling that they figured they could not please you and lost their patience. That’s what happens when sales persons work for commissions and bonuses. I think moving more towards galleries instead of stores is a good idea.
  39. Vitold

    SR+ Delivery with Scratch | Tesla would not fix | Poll Q

    Scratches are not in reliability category, unless you are Consumer Reports.
  40. Vitold

    SR+ Delivery with Scratch | Tesla would not fix | Poll Q

    I just read that GM announced that they will not be selling Bolt for less after rebates expire. However, based on your price - they already started discounting.
  41. Vitold

    2019.8.3 First release of traffic light detection?

    For consistency reasons stop light recognition/warnings should to be included at all AP versions. Actually Tesla should make it part of AEB package.
  42. Vitold

    Poll - uglY - fuglY - sexY

    300 mile range makes Y even sexier.
  43. Vitold

    Hey Elon, how about those that bought in the last 6 months?

    Buy another one and you will get the deal if what you say is true.
  44. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I have seen the video. His whole theory hinges upon EV uptake rate. He thinks that Tesla cannot sell more than 7k Tesla’s per week. If you agree with that you should certainly sell the stock.
  45. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Musk twits are not hurting TSLA - FUD is.
  46. Vitold

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Musk said last year, after the settlement that his fight with SEC is not over. It is one of the reasons why his lawyers want to bring to light SEC negotiations tactics into the picture. In other words, SEC vs Musk continues but timing certainly is not in investors favor - something that...
  47. Vitold

    Model 3 demand question

    Winter is not a popular season for buying sedans. Demand will only increase from here.
  48. Vitold

    Model Y cargo capacity

    I think it will be as tight as in CRV but safer. Model 3 vs CRV specs show more hip room less shoulder room.
  49. Vitold

    Tesla autopilot HW3

    Elon said that HW3 speeds up the development and requires much less optimization than 2.5 would require. See podcast interview by ARC Invest. I do not recall him ever saying that HW3 is a must.