Damn I dont follow the stock much now that Gallant Knight isnt posting about it all the time. I didnt realize the stock had fallen 30% since December.
Think yesterday was supposed to be the pump to cook up the stock in anticipation of shitty numbers tomorrow
I see we're playing Gallant Knight 's hits this morning. Sounds fun, I'll join: "Wonder how many zev credits they sold this quarter to pump the revenue numbers."
So they had the 2nd highest production ever, right? They are only "down" delivery wise vs a record high Q4. Right? Be interesting to see if their near break-even. This thread and Elon is a microcosm of what's wrong with companies having their feet held to the fire every quarter by investors and analysts demanding 13 week earnings and records vs probably doing what's best for the company long term. Don't take this as a defense of Elon, it happens across all industries and companies demanding 13wk returns vs sustained long growth
On the real I fully expect these Q1 numbers to be bad. From closing store one time hits, to severance package hits for reduction in S&X line shifts, and the biggest fact that they only sold 12,000 S&X all quarter which is a huge reduction in revenue and lower than the 15k I thought it would be given the tax credit pull forward. I’m very pessimistic.
110% greater than Q1 last year, 30% lower than Q4 or something. First quarter shipping models internationally so they had some bugs. Biggest flaw is S&X sales. That’s part of the reason he wanted to take them public, not having to do a shirade for Wall Street. It does hurt the company cause they end up rushing deliveries for some made up event 4 times a year.
This is why some think there is a demand problem Also, you have to actually sell the cars to, you know, make money
Also the part gallant knight will leave out is that there were 10k cars “in transit” at the end of quarter due to international deliveries starting. This is in comparison to 2,800k cars at the end of Q4, which obviously makes numbers look worse. Bulls and bears will argue demand for a while and there are a lot of events that will distort it for both sides until 2020, (tax credit events, models not offered in certain countries, pent up demand vs true demand)
It’s cool, bears will argue look at the 2016 video. Difference is people actually rode in these cars down various routes and came away impressed. I’ll link twitter responses later. Like I said before this day was to show off HW3 and where they are at, unlike GKs line of thinking this wasn’t a random event to pump up the stock it correlates with HW3 now being included in all models being produced.
That’s cool but I don’t think I’m cool with letting a car fuck up and kill me. If one wants to parallel park for me that’s one thing but driving down the interstate or through traffic, nah, not yet.
It was very panicky when I test drove one and he had me turn it on while driving on I-4 which is a total mess of construction and traffic and it was flawless. It will be much safer once every car is self driving vs dumb people driving.
I don't get this fear. Computers can react faster than humans and will eventually be better drivers than humans. Probably not far off from all the shitty drivers out there on the roads right now
Did you use the auto-pilot? What's that like? Basically if you're on a highway & you're not getting off you can turn it on and it'll just go?
Yeah whatever its called. It was annoying that for legal reasons you have to touch the wheel every so many seconds. Other than that it works as you'd want.
So in theory, you could just hold on to the wheel and then ignore the driving and the car will go down the highway? I think others ITT have posted they really liked it for road trips
I think eventually I’d be cool with it and if eventually every car is self driving I wouldn’t fee as skeptical about it. Being an early adapter is what would freak me out a little. Would like to see what happens when driving conditions aren’t perfect.
I can also foresee issues where the car does something defensive and then the human takes control and messes it up and causes an accident
Yeah I think it was posted in here the dude who naps on his drive by holding the wheel. Tried to find a better picture but basically the entire mess is under construction and the entire road and lanes shift like crazy and it had zero issues keeping in the lanes while humans definitely are doing so well with it.
I do a decent amount of driving for work and assuming the supremacy of human drivers over driving software is not something i would do
Maybe separate lanes for self driving vehicles. I imagine they could drive at ridiculous speeds since the cars could all talk to each other.
on a planned route where in almost every demo the dude in the drivers seat had to correct it. not impressed.
if he let the drivers pick the starting point and the destination of anywhere in silicon valley then i would be impressed
driving a planned route during the lightest traffic point of hte day with no construction in sight. kewl thanks elon
Pretty amazing. We have a car driving 30 miles w/out a dude touching the steering wheel and it's 100% bullshit b/c in "2018" they hadn't done any automated testing yet.
If the video is legit, it's pretty damn cool. I'd prefer to see it done by an unbiased 3rd party though.
Tesla could make a car that takes you through a warzone while giving a massage and GK would be shitposting about it in here.
It’s an ignorant tweet, Tesla trains its system differently than Waymo, uber, etc so no miles doesn’t mean no advancement. (Evidenced by the video) Benefit of Tesla’s method is all the cars in its fleet given them examples for all the weird random edge cases that happen in driving life. Waymos simulators and geofenced cities will never get them there. That said, there’s no way FSD will be here by 2021, but I think Tesla’s method/approach is the best.
except there is no neural network (despite elon's claims) and teslas collect barely any data from disengagements and don't learn from their mistakes. here's a really good thread on the issue from someone who isn't even a short seller a thread in reply to elon talking specifically about updating his neural network and how the cars this guy has access to very specifically don't do that
I mean, this was there very first ever public release of FSD. I doubt it'll get to 3rd party testing in the immediate future.
Right, I get that. I'm just saying I don't trust a video that's 100% controlled by them. They could have a remote control in the car behind them controlling it for all I know. Let a 3rd party have free control over it and then I'll be geeked over it.
Jesus dude, c'mon. Not everything is a fucking conspiracy. As much as you spaz out about ppl being "Stans" you're talking like a fucking moron.