BMW owners think their car is better or they are better because they drive the car or are they just arrogant people in general?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Very good point about many things in the world having huge fan bases, but very less haters. Most people don't understand that the Elon hate (and by extension Tesla hate) is manufactured. Meaning, they don't know that the sincere hate they feel has been subtly fed into them by a media and social media with a definite agenda. They did not organically start hating Elon all on their own. If they organically disliked or hate people for certain things they did / do, then their hate for Bill Gates, Bill Clinton, Jeff Bezos, etc. would be much higher than it is for Elon.
All that Elon has to do is become a part of the worldwide super rich big billionaires club, and agree to grow his business in such a way that the wealth and the power of the establishment remains undisrupted - then, poof! - the Elon hate would disappear overnight. Once he joins the club, he could say anything he wanted on Twitter, he could gift a horse to someone every month or every week, people would all just grin and accept it all as being part of a normal and ACCEPTABLE bad boy billionaire behavior.
As Elon expands his reach using Twitter I am encountering more and more people who have no idea about all the hate being tossed around and just find him interesting and think highly of Tesla. The term "Fan boys" is getting far too much play here.
woodisgood
Optimustic Pessimist
Or every time Gm Cruise hit something this board celebrate with laughing emojis.
I pay $150 for a whole house cleaning. So $3900 a year for every other week. But Optimus would be able to clean daily and do more. So even if there was a $100 a month fee and $20,000 it would be worth it. It could also replace home alarm which costs most people $20 a month.
I would not exactly call the people in the picture a corporate leadership team. Elon aside, It’s mostly team leaders and ICs from Tesla’s AI related groups. Outside Elon, I doubt there is anyone in that picture higher than a senior director and that is a good thing by the way .
Here is my initial guess on what the hardware might cost.
Battery pack - $500 (cells $200-300)
Computers, cameras wiring etc - $1,500
Actuators - $2,000
Rest of body - $3,000
Assembly - $3,000
Total - $10,000
R&D and software costs separate.
Assembly includes plant depreciation. Etc.
Keep in mind that we are talking about mass production, or will be, by the time the bot can be bought by the general public.
Question for all the highly knowledgeable folks here -
Is there any possible way for us living in Southern California to get a Austin-made Model Y?
You see, we find ourselves unexpectedly in need of a new car. This would be our third Tesla, so we thought it would be interesting to get an Austin made car. Both of our previous cars are early models for model 3 and model Y. While we absolutely love these cars and have never been bothered with things like panel gaps, we are curious to see the quality of Austin made cars. We went to the Tesla showroom to place order for the Model Y and asked about the Austin made cars. The very helpful and knowledgeable person there told us that it’s almost impossible to get an Austin-made a car in Southern California. The order was placed about a month back and our current delivery estimate is December to February.
We are not in a rush to receive the car and would be fine changing configuration to whatever Austin is making. My only requirement is that the car has to be RED.
Is there any possible way for us living in Southern California to get a Austin-made Model Y?
You see, we find ourselves unexpectedly in need of a new car. This would be our third Tesla, so we thought it would be interesting to get an Austin made car. Both of our previous cars are early models for model 3 and model Y. While we absolutely love these cars and have never been bothered with things like panel gaps, we are curious to see the quality of Austin made cars. We went to the Tesla showroom to place order for the Model Y and asked about the Austin made cars. The very helpful and knowledgeable person there told us that it’s almost impossible to get an Austin-made a car in Southern California. The order was placed about a month back and our current delivery estimate is December to February.
We are not in a rush to receive the car and would be fine changing configuration to whatever Austin is making. My only requirement is that the car has to be RED.
dhanson865
Well-Known Member
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Elon Musk to provide Florida with Starlink satellites in response to Hurricane Ian
Florida Governor Ron DeSantis said SpaceX Chief Executive Elon Musk agreed to provide the company's satellite internet service, Starlink, for help in response to Hurricane Ian in areas of Southwest Florida still without connectivity.www.reuters.com
In addition to the Starlink equipment provided for first responders, DeSantis said in the full interview that Elon & SpaceX have offered to deploy 120 Starlink satellites for Southwest Florida and that SpaceX will cover the cost of that effort.
As a Navy Nuclear Reactor Operator and Desert Storm Vet, and a Facility Manager for Federal and State facilities across Alaska and the Pacific Northwest, and now a Florida resident, I have watched in amazement and sincere appreciation of the preparation, implementation, and communication by the State of Florida of all phases of this response. It is heads above anything I have ever previously experienced, regardless of however the media might spin it. And Elon and SpaceX jumping in just help make it next-level, like they do with everything they get involved with.
I love that starlink could help after the hurricane but I hate that either the governor or the journalist that quoted him got that so wrong.
SpaceX won't be deploying satellites to Florida. They will deploy "user terminals", essentially Satellite Dishes + Routers.
As in they will ship boxes UPS or FedEx to Florida, they won't be redirecting satellites in space.
The satellites already cover all of Florida as they orbit the earth they move relative to the ground. But there are enough of them to always have one over that part of Florida without having to change a thing.
edit: from the video posted it was the governor that made the mistake.
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Optimus- too early for so much discussion cleaning, sitting, whatever.
I only think of it coming from the company that brags on building the machine that builds the machines. They are just building another machine. Hails back to having to put more people on assembly line than they initially expected and pulled some "robots" off the line.
There is ZERO reason to model earnings for this thing any time soon. They will only use it to lower labor costs for now. Then sell to other places like FACTORIES that make stuff to do the same. FSD still limited in bad wx and many other situations and it has been out for a long time. It will be just as hard to grow bot business in house, let alone outhouse.
The presentation showed how serious they are taking this, profitable, first principles kind of stuff. If anyone will get to all the pie in the sky uses, it looks like TSLA. But zero impact to earnings analysis next few years.
I only think of it coming from the company that brags on building the machine that builds the machines. They are just building another machine. Hails back to having to put more people on assembly line than they initially expected and pulled some "robots" off the line.
There is ZERO reason to model earnings for this thing any time soon. They will only use it to lower labor costs for now. Then sell to other places like FACTORIES that make stuff to do the same. FSD still limited in bad wx and many other situations and it has been out for a long time. It will be just as hard to grow bot business in house, let alone outhouse.
The presentation showed how serious they are taking this, profitable, first principles kind of stuff. If anyone will get to all the pie in the sky uses, it looks like TSLA. But zero impact to earnings analysis next few years.
If it could do it just as well as a human, plenty of people would pay. A person coming into your house is an intrusion on your privacy. Sometimes a cleaner starts out doing a good job and then the quality declines. You have to deal with them not showing up and having to find someone else. There’s a lot that comes with a stranger in your house for a few hours
On stage Elon said something like "it will cost less than a car - hopefully less than $20.000".
I do not remember exact word for word.
Perhaps someone here found the exact place in the video.
woodisgood
Optimustic Pessimist
Bot definitely will create a bit of a schism amongst TSLA shareholders by time horizon. Those with ~5y time horizons vs those with ~10y+.
I am certainly biased as a TSLA share holder, but before I developed those biases, I was just someone learning about what Musk was doing with SpaceX and Tesla. Through fact and FUD, I determined via my own critical thinking (right or wrong) that Musk is creating unprecedented value and advancing technology like few before him. His MO is to discard conventional wisdom, and reason from first principles, a philosophy I strongly agree with. Of course, this type of thinking will draw out "haters": the people who are experts in their respective fields and cannot fathom that this noob Musk can dominate in their area of expertise doing things in an outlandish way that has no precedent for success.
The key thing to remember about "fan boys" is that they don't just appear out of thin air. Why don't I have a mass of zealots that worship my every move? Because I haven't achieved anything significant to deserve it. I haven't created a product that delights millions. This is not a chicken/egg situation. Musk earned the devotion.
Some fanboys behave poorly, and the Tesla haters latch on to that behavior and generalize it across all of Musk's fans. Just like you did when you generalized that Tesla shareholders quickly dismiss any contrarian views as hate.
Strongly disagree. In the absurd hypothetical scenario where Tesla/Musk were universally loved, by definition, Dan OD would also love Tesla/Musk. But in the real world, conflicts of interest are very real. How dare my neighbor set up a lemonade stand right next to mine and try to undercut me by 5 cents per cup? Here, I'll put up a sign that says my neighbor's lemonade is contaminated. Dan's motivation has nothing to do with Elon's fanboys being loud. He is threatened by a superior company and technology.
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It's confusing when they should off 4x performance gain from Dojo and then shows off more performance gains elsewhere.
Anyways, when it comes to apples to apples comparison, it's all about performance per watt. 6 Dojo chips uses 100kw of power. Each Dojo chip replaces 6 DGX boxes which are 7.5kw per box. This puts the calculation to be 270kw equivalent of an A100 server vs 6 dojo chips. The efficiency gain is 2.7x. Perhaps this is on par with H100 which again, has a lot of marketing trickery and I doubt Tesla can get the gains Nvidia is claiming. If anything, this is actually pretty impressive considering it's on TSMC's 7nm vs H100's 4nm. So even if it's competitive vs the H100 going into Q1 2023 that's pretty ace in my book.
I am still wondering about the problem Tesla will face on an Nvidia system if the NN is too large to fit. I know catastrophic performance failures happen when you just run out of resources which can slow the process down by 100x or 1000x. I wish Tesla can elaborate a little more here.
Good points. I can agree with most that's said here.
Gigapress
Trying to be less wrong
Good point, only some of them were directors. I was kind of thinking as the team leads as part of leadership within the AI engineering part of Tesla, but I didn't think about the fact that some of the people might've been individual contributors.
I also see on second watch that the team is noticeably smoother and more confident while presenting than at AI Day 2021, but it still doesn't seem overly rehearsed and scripted like a marketing presentation. They sound like they're just presenting research methods and results at an academic conference.
Dan is running a campaign purely to get the “political ad” legal protection for his mud slinging, at least that’s what I heard.
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