I remember when he presented it. What a crazy insane feat for a car company to have done all it took to get to the point where they could abstracted it so the customer(the FSD team) only had to change one line of code...
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I remember when he presented it. What a crazy insane feat for a car company to have done all it took to get to the point where they could abstracted it so the customer(the FSD team) only had to change one line of code...
In the Q1 24 update letter Tesla wrote:
So probably not profitable in Q1 on average. However, they might have already been profitable at the end of the quarter or become profitable any week while on the steep part of the ramp. Does anyone remember at what point in the ramp the other vehicles Tesla launched became profitable? Maybe one roughly can express that as a percentage of the output that the line was designed for? My gut feeling would be that maybe they could break even in Q2 and be profitable afterwards but that´s just a guess.
I do not really pay attention to the 24 hour market but if you are curious, check out what the $TSLA SP is doing currently
Where would I check that out on the weekend?
Tesla (TSLA) — Buy and sell commission-free on Robinhood
You can buy and sell Tesla (TSLA) and other stocks, ETFs, and options commission-free on Robinhood with real-time quotes, market data, and relevant news. Other Robinhood Financial fees may apply, check rbnhd.co/fees for details.
robinhood.com
Buckminster
Well-Known Member
Amazing news, Tesla had to compromise here potentially with partnerning with Baidu but this opens up billions in profits from FSD for the future.
Don't know why is the mapping function is related to FSD? Tesla doesn't do mapping. I think Tesla uses Google in US and Baidu in China for mapping function, FSD or not?
Considering this deal comes right after Elon's trip, it is probably related to FSD. I think Baidu probably provides more than "mapping and navigation function".
cliff harris
Member
AFAIK Tesla still gets maps from google outside of china, so its just swapping google for a local map partner? I think Tesla still uses google for route planning too. FSD does the moment-by-moment driving, but it doesn't handle planning a route. It doesn't know about toll roads and road closures. Thats a higher level piece of planning that sits seperate to the car-control aspect driven by FSD.
Tesla probably thinks a baidu deal is fine, as otherwise they would use google anyway, and China gets to look like its in control by 'forcing' Tesla to partner with a Chinese company. Everyone's happy
.**except shortsellers.
I do not really pay attention to the 24 hour market but if you are curious, check out what the $TSLA SP is doing currently
Hm interesting, seems to continue on the German market
Artful Dodger
"Neko no me"
This is a guess but teslas previously showcased that they can build their own maps in the US that are more than your typical road atlas and can piece together a map of the roads that shows how many lanes, is there an island, which lanes are left turn etc.AFAIK Tesla still gets maps from google outside of china, so its just swapping google for a local map partner? I think Tesla still uses google for route planning too. FSD does the moment-by-moment driving, but it doesn't handle planning a route. It doesn't know about toll roads and road closures. Thats a higher level piece of planning that sits seperate to the car-control aspect driven by FSD.
Tesla probably thinks a baidu deal is fine, as otherwise they would use google anyway, and China gets to look like its in control by 'forcing' Tesla to partner with a Chinese company. Everyone's happy
*except shortsellers.
But China has data laws that might prevent them from building that.
Baidu has that kind of data for Chinese roads already. Tesla has for years already actually had a more detailed UI about roads in China than it has about US roads. This deal probably just lets Tesla use baidus maps in a way they don’t have a deal before for.
NASDAQ premarket now open, nobody cares about the German market.
/s?
$180 breached, I guess the news was received well.
I wonder if cancelling the trip to India (reason: "Too much to do for Tesla at home" IIRC) in reality had more to do with China...
My guesses:
- Either FSD in China seemed like a higher priority to Elon
- or as China likely wouldn´t like Tesla setting up production in India, they used that as a negotiating tactic?
My guesses:
- Either FSD in China seemed like a higher priority to Elon
- or as China likely wouldn´t like Tesla setting up production in India, they used that as a negotiating tactic?
Google does provide Tesla with road closures and traffic updates. Detours information usually happens on hwys more than city streets. Google is banned in China so they have to partner up with the google of China to enable fsd.AFAIK Tesla still gets maps from google outside of china, so its just swapping google for a local map partner? I think Tesla still uses google for route planning too. FSD does the moment-by-moment driving, but it doesn't handle planning a route. It doesn't know about toll roads and road closures. Thats a higher level piece of planning that sits seperate to the car-control aspect driven by FSD.
Tesla probably thinks a baidu deal is fine, as otherwise they would use google anyway, and China gets to look like its in control by 'forcing' Tesla to partner with a Chinese company. Everyone's happy
*except shortsellers.
Tesla has been using Baidu maps in China since 2020. They have been using Mapbox Valhalla for route planning in the rest of the world (not sure about China). They use Google only for map tiles and satellite view.AFAIK Tesla still gets maps from google outside of china, so its just swapping google for a local map partner? I think Tesla still uses google for route planning too. FSD does the moment-by-moment driving, but it doesn't handle planning a route. It doesn't know about toll roads and road closures. Thats a higher level piece of planning that sits seperate to the car-control aspect driven by FSD.
Tesla probably thinks a baidu deal is fine, as otherwise they would use google anyway, and China gets to look like its in control by 'forcing' Tesla to partner with a Chinese company. Everyone's happy
*except shortsellers.
The only recent change with Baidu maps is the spring update with 3D buildings.
While Baidu's maps are fine, their self driving taxis suck. But I am not complaining as long as the SP goes up because legacy media has no idea what they are talking about
Last edited:
Tesla has been using Baidu maps in China since 2020. They have been using Mapbox Valhalla for route planning in the rest of the world (not sure about China). They use Google only for map tiles and satellite view.
The only recent change with Baidu maps is the spring update with 3D buildings.
While Baidu's maps are fine, their self driving taxis suck. But I am not complaining as long as the SP goes up because legacy media has no idea what they are talking about
Unless it was a deal something like "You must continue to use Baidu's maps and not start using Google's or another company for FSD roll out"
Similar threads
- Locked
- Locked
