Tesla unlikely to Survive (Vol. 3)

[hyphen]

Yes, balanced. As it mentions all the bad traits and his failures too.

It even notes how he takes his dog with him at the end when he drives off, and leaves his kid behind with the nanny!

[Burwood]

Smiljan said:

Anyway back to Tesla, why is the stock stting itself at the moment? Doesn’t seem to be any reason for such a big drop.

Irrational behaviour. Any stock which has risen very quickly will fall very quickly when investors get nervous. It's not a tesla centric issue, it's the market generally. It will be a seesaw between now and NY. Notwithstanding some nasty Xmas events, January will be a great month imo.

[hyphen]

Burwood said:

Smiljan said:

Anyway back to Tesla, why is the stock stting itself at the moment? Doesn’t seem to be any reason for such a big drop.

Irrational behaviour. Any stock which has risen very quickly will fall very quickly when investors get nervous. It's not a tesla centric issue, it's the market generally. It will be a seesaw between now and NY. Notwithstanding some nasty Xmas events, January will be a great month imo.

Tax planning will also play a part. Capital Gains rates are rising in USA from Jan 1st, plus more stock holder taxes being mooted.

Perhaps the big boys have decided enough retail investors have been sucked in for the year and peaked.

[Burwood]

RobDickinson said:

Its more generic as they dont write the software, it has more raw power afik but uses more watts (or it did) wont be in actual cars until 2023+ if you are comparing it to FSD HW3 which has been around a while now and will be superseded by HW4 next year.

AFIK either waymo or uber used a boot full of compute in their cars and it halved the cars range, so its really about efficiency for the in car compute power.

Most of the smarts are done back end tho I dont think nvidia is dealing with that at all?

Their Orin Drive is expected to consume 65-70 watts which low. I'm not suggesting it is as good as Tesla. It doesn't have to be given the number of OEMs signed up. Nvidia think their TAM is 100 million vehicles (not just cars) with the model being to clip their ticket annually through software licensing/upgrade.It's a shared revenue model with the OEM.

Various reports say Nvidia, Waymo, Baidu are ahead. Even if not doesn't it cast a cloud over the notion Tesla FSD gets most of the taxi market? If FSD is achieved, many companies will offer it. In my mind the money is in how many partners you have buying your kit-and that's Nvidia by a long way, who have Merc, VAG, Toyota, Hyundai, NIO, Volvo.

OR is the notion that vision alone Nvidia use vision+Radar+Lidar)is far cheaper and therefore gains OEM wins (I know they don't sell it yet). I don't see the uniqueness with Tesla AV (cost?). I do see the value in the technology but it seems to me other companies are going to cash in, more.

Edited by Burwood on Tuesday 14th December 13:56

Edited by Burwood on Tuesday 14th December 18:17

[TameBritishMuslim]

Jim Farley, Ford CEO on Twitter:

Elon says: "Our intent with Tesla was always that we would serve as an example to the car industry...” 
Mission accomplished. Congrats, @ElonMusk

[coetzeeh]

Heres Johnny said:

coetzeeh said:

I thought it was Kim Jong-un for a moment.

No… he just acts like him

uncanny..

[coetzeeh]

is this a new lawsuit against Water supply in Berlin?

https://www.teslarati.com/tesla-giga-berlin-water-...

[Smiljan]

Musk is back to pumping Doge again today - you can buy cheap chinese tat on the Tesla merch store with Doge.

Doge is up 30% on this tweet.

You have to give it to him, he knows how to play his followers.

[RobDickinson]

Burwood said:

Irrational behaviour. Any stock which has risen very quickly will fall very quickly when investors get nervous. It's not a tesla centric issue, it's the market generally. It will be a seesaw between now and NY. Notwithstanding some nasty Xmas events, January will be a great month imo.

With Elon selling 940k shares at least once a week no one is really going to be piling in there's no point.

Not the best way to handle selling his shares but it doesn't matter in the short term

[Burwood]

coetzeeh said:

is this a new lawsuit against Water supply in Berlin?

https://www.teslarati.com/tesla-giga-berlin-water-...

I have to say-what a st show. The city approved it, it will create jobs and a raft of other benefits such as making the area expand and grow.

[RobDickinson]

The water extraction is already approved for many years, it'll only stop if this case wins.

[Burwood]

RobDickinson said:

Burwood said:

Irrational behaviour. Any stock which has risen very quickly will fall very quickly when investors get nervous. It's not a tesla centric issue, it's the market generally. It will be a seesaw between now and NY. Notwithstanding some nasty Xmas events, January will be a great month imo.

With Elon selling 940k shares at least once a week no one is really going to be piling in there's no point.

Not the best way to handle selling his shares but it doesn't matter in the short term

I hadn't clocked he was still selling- it's of little significance given his holding. Who knows if it's a factor-i doubt it. All tech save, Apple is taking a hair cut. Perfectly healthy. My funds are up min 25% and some +40%(2021). Who can complain (well some shorts maybe )

[coetzeeh]

Runaway Tesla in Paris crashes into street furniture incl a fatality.

Are these runaway events operator related?

https://www.reuters.com/world/europe/runaway-tesla...

[Dave Hedgehog]

coetzeeh said:

Runaway Tesla in Paris crashes into street furniture incl a fatality.

Are these runaway events operator related?

https://www.reuters.com/world/europe/runaway-tesla...

Tesla log absolutely everything to do with their cars and in the event of an accident it gets saved, all driver inputs, video incl face cam etc. to protect themselves from drivers abusing FSD etc.

[ZesPak]

coetzeeh said:

Are these runaway events operator related?

Yes.

Hth.

[TheRainMaker]

coetzeeh said:

Runaway Tesla in Paris crashes into street furniture incl a fatality.

Are these runaway events operator related?

https://www.reuters.com/world/europe/runaway-tesla...

Like all these types of things, let's wait and see.

[TheRainMaker]

Out of interest, can you overpower the motors with the brakes? I'm guessing yes.

[Burwood]

Mercedes EQXX, to be revealed in January claims worlds most efficient EV with >6 miles per kWh.

https://www.autocar.co.uk/car-news/new-cars/merced...

[Smiljan]

If all the systems are operating normally you get a warning message on the dash and the power to the motors is cut if you press the brake at the same time as the accelerator.

Tesla "management" already ruling out a car issue apparently

news said:

https://www.reuters.com/business/autos-transportat...

This account is however quite interesting

driver said:

A police source told Reuters that the car, which had stopped at a red traffic light, suddenly sped forward, hitting and dragging with it a cyclist who later died.

The driver tried to stop the vehicle by steering into surrounding obstacles, including trash bins, causing further damage, the police source said, citing the driver's own version of events, witnesses and video surveillance.

It was not clear whether the car was operating in Tesla's Autopilot mode, which handles some driving tasks. The driver tested negative in a alcohol test, the police source said.

Real investigation still ongoing. Given the well known data logging and recording abilities of the car along with this being a taxi, I'm sure there is plenty of data and footage to go through.

I don't get why he didn't just brake rather than steer into objects with the car unless there was a brake issue or (more likely) he was pressing the wrong pedal.

Edited by Smiljan on Wednesday 15th December 16:38

[RobDickinson]

TheRainMaker said:

Out of interest, can you overpower the motors with the brakes? I'm guessing yes.

Power to the motors stops as soon as you touch the brakes

This is just another wrong pedal human error