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Krugerrand
Meow
bdy0627
Active Member
and the stock immediately rose a couple percent. That's awesome! Maybe he should throw out a few more apologies...
Krugerrand
Meow
Yes. Yes he did. Interesting, eh?
mickificki
Member
On the up side, we might be going to Mars tomorrow
On the down side, my NVDA is absolutely F****D
I didn't need any $ROPE so far at least, well that depends on how hard this hurts NVDA tomorrow
On the down side, my NVDA is absolutely F****D
I didn't need any $ROPE so far at least, well that depends on how hard this hurts NVDA tomorrow
Second Q: China Gigafactory. What are cost and production capability.
Elon: again apologies for last call. Should cost a lot of less than GF1. Closer to $2B cost, at 250K vehicle per year rate. Includes pack production, vehicle, etc. DOES NOT INCLUDE cell production. Still figuring that out for Shanghai.
Elon: So, less than half GF1 cost to get to 250K level (but I thought GF1 level was 500K?).
JB: in GF1 on Model 3 line, has been able to speed up production speed by 20-30% in some areas just by tweaks, no extra capex. Including battery cells. So GF3 should incorporate those efficiencies.
Elon: Jerome led GA4 assembly line.
Now they are shooting the *sugar* reminiscing about the G4 line. I feel like I'm at a bar quaffing beers with Elon and Jerome. They found that they could move cars around by pushing them on a 1% grade. OK. GA4 is actually less labor intensive than GA3. For example, GA3 repackages parts from incoming trucks to boxes for the GA3 line. GA4 has trucks just backing up to the tent at the right place in the line.
12 minutes on that question.
Elon: again apologies for last call. Should cost a lot of less than GF1. Closer to $2B cost, at 250K vehicle per year rate. Includes pack production, vehicle, etc. DOES NOT INCLUDE cell production. Still figuring that out for Shanghai.
Elon: So, less than half GF1 cost to get to 250K level (but I thought GF1 level was 500K?).
JB: in GF1 on Model 3 line, has been able to speed up production speed by 20-30% in some areas just by tweaks, no extra capex. Including battery cells. So GF3 should incorporate those efficiencies.
Elon: Jerome led GA4 assembly line.
Now they are shooting the *sugar* reminiscing about the G4 line. I feel like I'm at a bar quaffing beers with Elon and Jerome. They found that they could move cars around by pushing them on a 1% grade. OK. GA4 is actually less labor intensive than GA3. For example, GA3 repackages parts from incoming trucks to boxes for the GA3 line. GA4 has trucks just backing up to the tent at the right place in the line.
12 minutes on that question.
Krugerrand
Meow
It doesn’t matter. It only matters he did it. It’s called kissing bootie.
Little sympathy for those kind of troubles around here ...
Third Q: Capital spending plans. How do you plan on funding without going back to capital markets. And is there a notice preventing you from raising.
Elon: No expectation of raising equity. At all. Expect to borrow funds for China factory (local debt). Could raise money, but don't need to.
Deepak: Reiterates.
Elon: Default plan to actually pay off debts. Not refi, actually pay them off. No such notice from regulator.
Elon: No expectation of raising equity. At all. Expect to borrow funds for China factory (local debt). Could raise money, but don't need to.
Deepak: Reiterates.
Elon: Default plan to actually pay off debts. Not refi, actually pay them off. No such notice from regulator.
graphix25
-=electronboy=-
How are you going to fund growth?? Regulator outstanding.
Elon "not raising any equity"
"china default plan use loan from local banks in china and fund with local debt"
"we could raise money but we don't need too"
"we start paying off debt, for example convertiable due soon 900m we expect to pay it off"
Sounds like they are not going to refinance, no capital raise and pay of debt when it comes due.
Elon "not raising any equity"
"china default plan use loan from local banks in china and fund with local debt"
"we could raise money but we don't need too"
"we start paying off debt, for example convertiable due soon 900m we expect to pay it off"
Sounds like they are not going to refinance, no capital raise and pay of debt when it comes due.
RobStark
Well-Known Member
Pay off $200M Q4 convertible bonds and $900M in Q1 2019 convertible bonds with internally generated cash.
Edited to correct date for quarters.
Edited to correct date for quarters.
Last edited:
They said current software runs 250 frames per second on the Nvidia hardware, runs 2000 frames per second on their new bespoke hardware. No telling if that's 250 fps of all cameras in use, or 250 fps shared across them (i.e. if 5 front / front side cameras active, only 50fps per camera), but I doubt that the mobileye hardware they had before could perform the same work with that much headroom. EyeQ1 was 0.0044 "TOPS" (trillion operations per second), EyeQ3 is 0.256, EyeQ4 is finally a big jump to 2.5 and EyeQ5 will be 24 "TOPS". I'm going to guess Tesla's bespoke hardware is closer to EyeQ5 than EyeQ1. It could be closer to EyeQ4 than EyeQ5, but I doubt it - go big or go home.
Making a guess using the information at Drive PX-series - Wikipedia to try and scale the TFLOPS of the existing Tesla hardware to NN "TOPS" ... it looks like TOPS of the existing Tesla Nvidia based hardware is probably 8-16 TOPS. So getting 10x performance improvement (even accounting for improved efficiency of dedicated design versus general purpose) seems that it should at least meet if not exceed EyeQ5 "TOPS"
Why is that? Nvidia was a good partner with Tesla for a long time. Did you already forget what is inside every car right now driving both the Autopilot today and the MCU until very recently?
Adam Jonas just asked about whether they're worried about not being able to export "weapons grade AI" in their FSD...
@FirebirdAlpha
there, you happy?
no regulatory restriction/investigation preventing equity raise.
now once and for all, stop spreading that bullish!t. tell your friends too.
thanks.
there, you happy?
no regulatory restriction/investigation preventing equity raise.
now once and for all, stop spreading that bullish!t. tell your friends too.
thanks.
he always has to be extreme to differentiate himself from the other ‘analysts’
elon laughs at 2nd question hahah
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