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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Baidu replaced Navinfo, another Chinese co partly owned by Tencent back in 2020. Google was never in the picture. I think legacy media is spreading what they thought was FUD (Tesla dependent on Baidu.. blah blah), but it is gloriously backfiring on them
.Edit: Ironically, Reuters has provided a clearer picture of what is going on. So Tesla is hitching a ride on Baidu's mapping license which is apparently a pre-requiste for launching FSD in China.
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jkirkwood001
Active Member
This stock is crazy. Up another 8% in pre-market.
Feels good, sure, but we're back to where we were a month ago and still down 28% YTD.
Feels good, sure, but we're back to where we were a month ago and still down 28% YTD.
Acroyear
Member
I'm betting all the US Senators who are calling for limits on FSD and investigations into Autopilot will switch over to prohibiting Tesla's release of FSD in China in the near future due to "national security" reasons.Baidu replaced Navinfo, another Chinese co partly owned by Tencent back in 2020. Google was never in the picture. I think legacy media is spreading what they thought was FUD (Tesla dependent on Baidu.. blah blah), but it is gloriously backfiring on them
Edit: Ironically, Reuters has provided a clearer picture of what is going on. So Tesla is hitching a ride on Baidu's mapping license which is apparently a pre-requiste for launching FSD in China.
You are making a tenuous assumption that those incremental revenues come without incremental costs being recognized at the same time.
You need to check their stock portfolio first to see if they own TSLA. They give Wall Street a run for their money *cough* trading on material non-public information *cough*
It's still unclear to me how Tesla will train FSD for the Chinese market.
In theory, advanced GPUs can not be exported to China. And, Tesla is not allowed to ship its video data from China to the US.
At some point, data and GPUs must be co-located to do the training.
In theory, advanced GPUs can not be exported to China. And, Tesla is not allowed to ship its video data from China to the US.
At some point, data and GPUs must be co-located to do the training.
mars_or_bust
Member
Probably this, and maybe also to put pressure on India to give a reasonable deal one can actually count on. India is a very screwed up country, with huge bureaucracies, and even larger corruption - and the paid off off corrupted officials tend to be very dishonest - i.e. there is no guarantee that the agreements signed and paid for will be realized.
anthonyj
Stonks
I got my Cybertruck. No more bad words about Tesla. I’m sowwy
Tesla passes Chinese data security test that bodes well for self-driving push
The US carmaker has passed a test of its compliance with Beijing’s data security rules thanks to a watershed decision it says could pave the way for the removal of some restrictions on the use of its cars in mainland China.
www.scmp.com
All of this simply ‘blows my mind’. This is a huge set of developments that do show official Chinese support for Tesla regardless of national tensions between US and China. It is no accident that in some local reports he has been recently described as ‘South African’. The Agreement allows export of vehicle operations data, including that of interior cameras, to be used to improve FSD. With Baidu struggling to improve it’s own Robotaxi operations, there are obvious mutual interests. There are many more details, including official support fir the new to-be-built Megapack factory.
It is difficult to overstate these developments. However, there is no clear evidence how all this will be received in the US government. This time the official positions of both US Presidential candidates seem unlikely to support these moves. From that perspective the China approved data export and return of improved FSD functionality might not be enthusiastically supported. When combined with the pending deal to have CATL supply factory equipment to support a Tesla-owned battery factory…we can only hope all this comes to fruition as planned.
At it’s core this group of successes demonstrate spectacular success.
Don’t forget the ‘fine print’: Tesla vehicles can now enter all Chinese government compounds! Those of us who watched askance as Tesla lost those access points years ago are very much impressed! That portends a sales spike.
I assume the FSD architecture would be designed to enable quick fine-tuning for different markets, something similar to LoRA (Low Rank Adaptation) for LLMs (see https://www.datacamp.com/tutorial/m...arge-language-models-for-efficient-adaptation), where you freeze the foundation model's weights during fine-tuning and only change the much smaller # of weights of the adaptation layers, which would make it much faster to train.
2daMoon
Mostly Harmless
Finally, Jack jumps out of the box!
BOING
BOING
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It’s far more than that. On the surface, sure, partly true. However just consider Robin Li. He and Elon are allegedly very friendly with each other. Then think about this connection:Baidu replaced Navinfo, another Chinese co partly owned by Tencent back in 2020. Google was never in the picture. I think legacy media is spreading what they thought was FUD (Tesla dependent on Baidu.. blah blah), but it is gloriously backfiring on them
Edit: Ironically, Reuters has provided a clearer picture of what is going on. So Tesla is hitching a ride on Baidu's mapping license which is apparently a pre-requiste for launching FSD in China.
Without question,Elon Musk has much more political and business support in China than he has with counterparties in the US.
Remember only the situations and headwinds in the US regarding both Mr Musk and Tesla. From that perspective these developments are quite likely to draw opprobrium. I hope that does not happen.
I hope this post is not deemed to be too political. Understanding these developments is crucial to understanding TSLA.
FWIW, if all this stands I will be back in TSLA with more than I previously had held.
I don't think the agreement allows the export of collected data, at least that's not mentioned in the article.Tesla passes Chinese data security test that bodes well for self-driving push
The US carmaker has passed a test of its compliance with Beijing’s data security rules thanks to a watershed decision it says could pave the way for the removal of some restrictions on the use of its cars in mainland China.
All of this simply ‘blows my mind’. This is a huge set of developments that do show official Chinese support for Tesla regardless of national tensions between US and China. It is no accident that in some local reports he has been recently described as ‘South African’. The Agreement allows export of vehicle operations data, including that of interior cameras, to be used to improve FSD. With Baidu struggling to improve it’s own Robotaxi operations, there are obvious mutual interests. There are many more details, including official support fir the new to-be-built Megapack factory.
And I doubt the Chinese government would support FSD for free given the current geopolitical situation, I think Tesla would have to offer something in return, my guess is the data collected in China would be shared with Baidu.
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Tesla had better be on high vigilance re IP protection.
I’m happy to disagree, and you should be happy too.
Tesla was permitted to export data, including from cabin camera, abroad for processing! This is true!,
No need to export anything other than final results back to China.
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