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Yes but there have to be calculations on how the float changed through buying in the last weeks after inclusion. This price action for 11 green trading days is very unnatural to my eye.

Anybody here already did the math on the current „active-underweight-funds-squeeze“? see the theory here: https://twitter.com/garyblack00/status/1347537523917012996?s=21 I am looking for specific boundary calculations on what would happen to the current stock price if EVERY fund that is...

The best thing Musk has done was aligning Teslas research/financial goals with its sustainability goals. A huge impact to climate change would be electric cars + autonomy (because total % of miles driven by EV vs. ICE will go up very dramatically through autonomy) + breakthrough...

well it would have been a good idea to rate the systems according to actual empirical safety data or otherwise keep it out alltogether... How many safety critical events have there been on supercruise per mile driven vs. other systems on the same roads?

Interesting, in my mind wrong choice of lanes and misidentification of objects are the expected failure modes of this beta. Unexpected to me would be e.g. extreme steering on straight roads.

While the car clearly scared the occupants at 01:30 and thus did badly, If you look at the front wheel angles, it would actually seem to not have hit the other car on the turn. Remember that computers can calculate distances much better than drivers, the FSD cars will probably drive within two...

Watching these videos and seeing the incredible global (or US for now) variety of driving scenarios everybody can quickly reach the conclusion that this kind of FSD program is not "one way to do it" but essentially the "only way" we are going to get lvl 5. The world is messy and mostly does not...

I think the beta members are all in all very responsible and the beta build itself seems very safe, almost too timid in many situations. I have seen no unexpected failure modes other than a construction sign reflection within a puddle which was identified wrongly as a cone/sign and surprised the...

Even better than the George Hotz one, this is the best interview on Lex channel about the topic. Jim Keller was very close to the effort at Tesla and is one of the best engineers on the planet. Especially his comments about things in the real world being "really damped in terms of rates of...

public service announcement: don’t feed the trolls The technology stacks are completely different and one has nothing to do with the other. Let‘s look to the future. The only relevant question is who will be first to ship profitable countrywide lvl4/5 robotaxies without occupant liability.

They clearly left only the succesful parts in the edit and it kind of paints a wrong picture here but some of it is really impressive. Overall it seems to be great when it works (e.g. slowing for speed bumps or creeping into right turns with heavy traffic) but horrible when it doesnt (e.g...

Its one better forward looking radar unit and has absolutely nothing to do with 360 degree LIDAR cars... Its the most normal thing in the world that Tesla continually improves their current sensors like everything else they improve in their cars all the time. The cars with the new sensors will...

Yes per Tony Seba, maybe >50% of the cars will still be personally owned BUT >90% of miles driven will be in robotaxis.

The Killer Feature: Alcohol! ;-)

You might not, but some guy in Reno or Las Vegas will be. People really really underestimate how fast the progress will be now with the whole learning engine set-up by Karpathy et al.. Getting higher and higher reliability will be a matter of months after wide release, not years. Btw. it will...

Come on, stop it already... Tesla is winning, Waymo is losing, get with the times. Watch the new George Hotz Interview with Lex... this is over. Tesla will have 1 million+ actual nationwide highly profitable Robotaxis in 2022. Waymo will have a few thousand unprofitable Robotaxis in a few cities.

Interesting perspective, highway autopilot is a total game changer for me currently and I suppose that the supervised city streets version will also be a game changer for my commute. Better buy it now than pay more later. I also locked in some more FSD options for future car reservations, might...

oh boy, shareholders will be in for a real treat after Q4, everything seems to fall into place. - Massive Free Cash Flows - Higher Margins - Supervised FSD (going unsupervised end of 2021??) - Quick factory build outs in Shanghai, Berlin and Austin I could go on...

Answering another analyst question if Tesla would add LIDAR if it were completely „free“ Musk paused for a second and then said „no, probably not even for free“

An excellent set-up and the maximum number of sensors anybody will ever need for safe autonomous travel ;-)

Reading the relevant papers, It is extremely obvious at this point that the end result will be low cost sensors without HD maps (e.g. Jim Keller says that full autonomy will be a <50$ solution in 2030) . The question is if the pure vision systems (+sparse maps) can get there before the Waymo...

Hmmm I think some of us are missing the most Important point: It has now been nearly conclusively shown that you can actually launch a real driverless commercial Robotaxi Service to the general public! This is huge and validates many investor theses. If Waymo can do it, other players can do it...

So blatantly obvious that analysts are just adjusting "price targets" based on recent price movements. Bunch of clowns. Basically zero fundamental news since the GF4 announcement in november. What does "price target" even mean, is it supposed to stand still when it hits the target...? This...

Demonstrating Tree Fellings with blue IKEA bags is quite rich, since IKEA ist one of the biggest commercial wood users in the world (1% of all commercial wood according to sources)...

So true, analysts in general place way too much emphasis on analogous comparables and way too little on the actual details of the companies they are analyzing. News Flash: "sectors", "industries", "verticals" are all constructs of Wall Street. Realty is created on the ground. Musk has an almost...

To be honest I share these concerns somewhat. While I assume that cameras will be fine for FSD, the coverage seems weak in some angles. Imagine the car creeping slowly into a fast moving traffic street while cars are parked on either side of the Tesla. It then has to creep quite far into the...

...my comment from 2017 (page 7) aged really well, heavy opposition at the time though. As time goes on it seems that Teslas approach gets validated more and more. Impressive foresight by the team.

I have to say that the driving around the 4 minute mark really was the first time where the system seemed superhuman to me in making out lane lines and driving space. Very impressive.

Elon Musk: The Recode interview it's very interesting that Musk is still so confident into the "FSD in 2019" thing: Which one of them, do you think, is the furthest ahead or closest to you all? Self-driving, maybe Google, Waymo? I don’t think anyone is close to Tesla in terms of achieving a...

Its certainly fair to characterize it as a work in progress, I didn't say they have a solution right now based on only cameras. But he makes it very clear that they are shifting over more and more work from Laser (and/or Radar) to cameras as the focus point in the neural network.

@AnxietyRanger the guy Sebastian Thrun says it verbatim in the video. What more supportive material do you need? "CA: So, explain it -- on the big part of this program on the left, you're seeing basically what the computer sees as trucks and cars and those dots overtaking it and so forth."...

Founder of Google self-driving program implies that cameras are enough for full-self-driving technology: The new generation of computers is programming itself potentially relevant to the LIDAR und Tesla Autopilot debate (starting at the 4 minute mark): "but almost all the interesting work is...