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

[JBRR]

Link??

China Says U.S. Ordered Abrupt Closure of Houston Consulate
Bloomberg - Are you a robot?

 

[RobStark]

Link??

China says U.S. orders it to close its consulate in Houston

 

[EVMeister]

Couldn't you have cropped the image a bit at the bottom?

 

[stef]

Fiat Chrysler and Waymo sign exclusive deal on self-driving commercial vehicles

 

[heltok]

Fiat Chrysler and Waymo sign exclusive deal on self-driving commercial vehicles

So I guess it will be Waymo vs Tesla, with all the legacy industry choosing Waymo. Feels like iOS vs Android.

Waymo
+Longest time in development
+Best AI team
+Google Cloud Compute
+High quality narrow dataset
-Need to work with slow development in legacy industry, non-vertically integrated, multiple platforms
-Lacking diverse dataset right now

Tesla
+Rapid progress
+Good AI team
+Dojo
+Largest and most diverse dataset
+Vertical integration
+Only EVs(good for power supple to hardware)
-Stuck with current sensor suit

Other contenders: Amazon, Baidu

 

[WarpedOne]

>> -Stuck with current sensor suit

Stuck?

 

[avoigt]

So I guess it will be Waymo vs Tesla, with all the legacy industry choosing Waymo. Feels like iOS vs Android.

Waymo
+Longest time in development
+Best AI team
+Google Cloud Compute
+High quality narrow dataset
-Need to work with slow development in legacy industry, non-vertically integrated, multiple platforms
-Lacking diverse dataset right now

Tesla
+Rapid progress
+Good AI team
+Dojo
+Largest and most diverse dataset
+Vertical integration
+Only EVs(good for power supple to hardware)
-Stuck with current sensor suit

Other contenders: Amazon, Baidu

A key differentiator is IMO the business model.

Wamo is a few commercial only and with driver requirements, usable in limited areas of the world, and high senor costs a business model that won't create high profit for a longer time. Without solving vision, Waymo will not solve FSD too which required much more real life data from all regions of the world.

Tesla is privately owned vehicles with scale and maybe later commercial Robotaxis but the break-even is much lower, it can be used almost everywhere but depends of course also on regulation. Tesla will print money because of the mass amount of vehicles on our roads in different continents. Tesla can offer what Wamo offers plus many more services in many more regions for users.

 

[Artful Dodger]

Maybe...

If D is dimension then 2.5 is interpreting 2D as 3D imperfectly. 4D is 3D plus time as a dimension. Perhaps with predictions on velocity changes due to braking/collisions etc

2.5D is a term used by video game developers to classify their rendering / world engine. One of the most famous examples of a game with a 2.5D engine is DOOM (Id Software, 1993).

The biggest issue with 2.5D engines is that sprites can not be stacked vertically. Like going under a bridge. Sound familiar?

Cheers!

 

[Nuclear Fusion]

At what time does Tesla normally post their results?
4.01pm? 4.05pm?

 

[Aeon]

Couldn't you have cropped the image a bit at the bottom?

Why?
Are you one of those disgusting guinea pig haters?
I enjoyed the image as it is. The bottom reminded me of Cornelius:

Hi, I'm, Cornelius!

 

[RobStark]

So I guess it will be Waymo vs Tesla, with all the legacy industry choosing Waymo. Feels like iOS vs Android.

Waymo
+Longest time in development
+Best AI team
+Google Cloud Compute
+High quality narrow dataset
-Need to work with slow development in legacy industry, non-vertically integrated, multiple platforms
-Lacking diverse dataset right now

Tesla
+Rapid progress
+Good AI team
+Dojo
+Largest and most diverse dataset
+Vertical integration
+Only EVs(good for power supple to hardware)
-Stuck with current sensor suit

Other contenders: Amazon, Baidu

Tesla vs Google(Waymo)-FCA (Stellantis) vs Legacy OEM-Mobileye(Intel)

Then there is Amazon(Rivian?), Baidu, Apple (may partner with VW?)

 

[oldTAVguy]

>> -Stuck with current sensor suit

Stuck?

Like we are stuck with our own two eyes.

 

[EVMeister]

At what time does Tesla normally post their results?
4.01pm? 4.05pm?

Honestly, they don't have a normal time. After market close. Any time between several minutes and (to make everyone sweat) just before the Earnings Call starts.

 

[Artful Dodger]

Anyone know what time the earnings call is later today ?

You should consider subscribing to Tesla's RSS Newsfeed. The announcement is there:

Tesla Announces Date for Second Quarter 2020 Financial Results and Webcast

 

[UncaNed]

Looks like a circuit breaker has NOT fired. Stock price seems to have stopped moving?

Ah! Thank you @EcoBruin for straightening me out
"It's moving pre-market. Currently mark 1594.5"

Sorry for navigating to this erroneous scenic tangent vector.

 

[EcoBruin]

Looks like a circuit breaker has fired? Stock price seems to have stopped moving?

It's moving pre-market. Currently mark 1594.5

 

[RobStark]

Someone looking for a new Avatar?

 

[CorneliusXX]

Why?
Are you one of those disgusting guinea pig haters?
I enjoyed the image as it is. The bottom reminded me of Cornelius:
View attachment 567532 Hi, I'm, Cornelius!

Hey!!

 

[vikings123]

Rob with another well researched S&P video.

 

[FrankSG]

So I guess it will be Waymo vs Tesla, with all the legacy industry choosing Waymo. Feels like iOS vs Android.

Waymo
+Longest time in development
+Best AI team
+Google Cloud Compute
+High quality narrow dataset
-Need to work with slow development in legacy industry, non-vertically integrated, multiple platforms
-Lacking diverse dataset right now

Tesla
+Rapid progress
+Good AI team
+Dojo
+Largest and most diverse dataset
+Vertical integration
+Only EVs(good for power supple to hardware)
-Stuck with current sensor suit

Other contenders: Amazon, Baidu

I'll take Tesla's AI team over Waymo's any day of the week. Karpathy is a rock star.

Also, you forgot what is in my opinion Waymo's (and all of Tesla's competition's) biggest issue. Nobody except for Tesla has a viable plan to convince regulators to actually allow their cars to drive around as robotaxis en-masse. Nobody but Tesla has any way to gather enough data to without a doubt prove that their system is safer than a human. Considering there is a fatality every ~110-115M miles in the US (less frequently in a lot of other countries), going to regulators with anything less than a billion miles is never going to work. Ideally you show them billions or tens of billions of miles with significantly less accidents than the norm, and then it's a no-brainer for regulators to approve your system, because it has statistically proven that it will safe lives.

You're also forgetting about Tesla's AI chip, which is at least 1-2 years ahead of any competition.

There's also scalability. Waymo's strategy, which is reliant on HD maps, is not scalable, whereas all Tesla has to do is upload the software, perhaps make some adjustments for certain jurisdictions (elephants in India/Africa?), and their system works globally.

Vertical integration is like 5 pluspoints all in one. Waymo won't just have to partner with OEMs, but also with dealership networks if it wants to service its cars. Same story for insurance. Same story for charging infrastructure. And who's going to design a snake-charger for Waymo?

I could go on and on, but there's truly no comparison between Waymo and Tesla. It's like comparing Mike Tyson with a teenager who's been boxing for a couple of months.

Lastly, I'm not aware of Amazon's nor Baidu's FSD development efforts, but Intel Mobileye is #2 in the race as far as I'm aware. Far behind Tesla, but definitely a much better strategy than Waymo. In the Mike Tyson and teenager analogy, I'd call Mobileye a strong amateur boxer, or perhaps somebody who's about to go pro.