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Old 12-27-2017, 02:59 PM   #2751
syndr0me
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Re: TSLA showing cracks?

Even the biggest tesla bulls know 3k deliveries for M3 is unlikely


Highest vin is like 2.5k I think? And decent chance 50% of the ones registered are defective.

1.5k deliveries or M3 max, they only have 500 through November according to insideevs
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Old 12-28-2017, 12:38 PM   #2752
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Re: TSLA showing cracks?

Quote:
Originally Posted by ToothSayer View Post
One set of news today - more trouble for Tesla owned SolarCity

And one opinion from a very successful short seller who called and held Enron short while it was the darling of Wall Street (and Valeant, like me):

I think the second point is now grudgingly agreed on by the bulls here, sadly years after it was first obvious to anyone with a functioning mind that Tesla were far behind.

Yep.
So Tesla where only leading because big boys didn't care at the time. Once they started paying attention easily overtook Tesla in self drive tech. Wont the same thing happen and probably already happening in evs?
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Old 12-28-2017, 04:21 PM   #2753
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Re: TSLA showing cracks?

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Originally Posted by a_r_K View Post
So Tesla where only leading because big boys didn't care at the time. Once they started paying attention easily overtook Tesla in self drive tech. Wont the same thing happen and probably already happening in evs?
Seeking Alpha has some articles on this. According to their research Volkswagon is setting up the infrastructure to produce EVs at a faster rate than Tesla come the 2020s. Volvo might also have been mentioned sorry I have no links.
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Old 12-28-2017, 04:41 PM   #2754
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Re: TSLA showing cracks?

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Originally Posted by SuperSwag View Post
Seeking Alpha has some articles on this. According to their research Volkswagon is setting up the infrastructure to produce EVs at a faster rate than Tesla come the 2020s. Volvo might also have been mentioned sorry I have no links.
All the majors are. The early 2020's will see a level of competition Tesla is not used to. I don't see how you buy or hold here.
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Old 01-03-2018, 05:49 PM   #2755
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Re: TSLA showing cracks?

Everyone should read the tesla press release, serious lol

http://ir.tesla.com/releasedetail.cfm?ReleaseID=1053245
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Old 01-03-2018, 06:04 PM   #2756
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Re: TSLA showing cracks?

Wow, this is comedy gold. Maybe not if you were enough of a moron to hold Tesla at $380 though.
Quote:
As we continue to focus on quality and efficiency rather than simply pushing for the highest possible volume in the shortest period of time, we expect to have a slightly more gradual ramp through Q1, likely ending the quarter at a weekly rate of about 2,500 Model 3 vehicles. We intend to achieve the 5,000 per week milestone by the end of Q2.
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Old 01-03-2018, 06:43 PM   #2757
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Re: TSLA showing cracks?

I would love to know what Elon considers "the last 7 working days of the year"
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Old 01-03-2018, 06:44 PM   #2758
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Re: TSLA showing cracks?

If we extrapolate our production from last Tuesday only, we are basically on target
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Old 01-03-2018, 07:02 PM   #2759
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Re: TSLA showing cracks?

The TSLA Model 3 factory:
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Old 01-04-2018, 04:53 AM   #2760
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Re: TSLA showing cracks?

This is going to be a bloodbath.
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Old 01-04-2018, 09:08 AM   #2761
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Re: TSLA showing cracks?

I think what TSLA bears and Musk haters don't understand is that even though production will now be a "slightly more gradual ramp," that doesn't mean it isn't still an EXPONENTIAL. I think we can expect a near-term production curve along the lines of y = x + (x^2/∞).
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Old 01-04-2018, 04:01 PM   #2762
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Re: TSLA showing cracks?

By the way, this latest absurd delay means that Tesla by their own numbers are going to get $10 billion less in revenue in 2018 than they projected only a few months ago, more than halving their revenue stream at a time when they need every cent of their former projection for capex and supply ramping. They've also burned future profit and revenue - for which they are at least 75% liable in costs - by spending customer deposits now yet having an obligation to create them or refund them (probably refund in the case of the truck).

Where is this $10 billion going to come from, now?
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Old 01-05-2018, 09:37 PM   #2763
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Re: TSLA showing cracks?

More equity. Nothing matters.
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Old 01-05-2018, 09:43 PM   #2764
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Re: TSLA showing cracks?

just use spacex money to shoot more cars into space and sell them to rich guys for millions afterwards.
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Old 01-17-2018, 07:36 PM   #2765
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Re: TSLA showing cracks?

I am not going to come in here and comment about the business itself or Tesla's ability to ramp production. I will just say that I now own a model 3 and would not bet against this company. They make a superior product. The car is purely awesome and will be a game changer.
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Old 01-17-2018, 08:14 PM   #2766
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Re: TSLA showing cracks?

I don't think anyone disagrees the products are cool, but if u can't make money selling them, then does it matter?

Also describe what u like about it maybe?
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Old 01-17-2018, 08:15 PM   #2767
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Re: TSLA showing cracks?

Try not to use the word zippy please
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Old 01-17-2018, 08:16 PM   #2768
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Re: TSLA showing cracks?

It seems to matter for most of the tech companies.
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Old 01-17-2018, 08:28 PM   #2769
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Re: TSLA showing cracks?

Quote:
Originally Posted by surf doc View Post
I am not going to come in here and comment about the business itself or Tesla's ability to ramp production. I will just say that I now own a model 3 and would not bet against this company. They make a superior product. The car is purely awesome and will be a game changer.
Electric cars are awesome, spectacular, amazing, futuristic things! I love them! What specifically about the Model 3 that's not due to it to being a performance electric car do you like?

Also, I thought you owned a Model S...why would you downgrade so badly?
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Old 01-17-2018, 08:45 PM   #2770
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Re: TSLA showing cracks?

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Originally Posted by ToothSayer View Post
Electric cars are awesome, spectacular, amazing, futuristic things! I love them! What specifically about the Model 3 that's not due to it to being a performance electric car do you like?

Also, I thought you owned a Model S...why would you downgrade so badly?
Lol I bought it for my wife. Don't be silly, nobody who owns an S would drive anything else. Well maybe an X
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Old 01-22-2018, 10:58 PM   #2771
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Re: TSLA showing cracks?

Tesla ‘on Autopilot’ slams into parked fire truck on freeway

cuckmobile strikes again
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Old 01-23-2018, 12:11 AM   #2772
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Re: TSLA showing cracks?

Speaking of cucks, I wonder when the cucks are gonna apologize to me for abusing me while I was crushing them on correctly picking the status of Tesla autonomous driving, when the media and experts had groupthink on Tesla being ahead. This was out today:

New Report on Self-Driving Cars Ranks Tesla Dead Last



Oh and I got GM right too as being ahead of everyone. Picked the top and the bottom of the industry despite having no experience in autonomy and nothing but public knowledge. Said that Tesla's uploaded data from their fleet, which everyone claimed would be a big advantage, was no advantage at all and was in fact irrelevant. That they were far behind with no path to catching up. In fact logic and reason and common sense crushed experience, including people who claimed to work in the industry ITT. I got ridiculed for claiming everyone is ahead of Tesla.

The worst thing is that this was obvious to anyone with a functioning brain. You merely had to look at the available information from first principles and there was only one conclusion to make.

Bonus round : remember's Musk's promise of "Fully Self Driving" by the end of the year, 2017, which he fraudulently sold as an add on package to thousands of people?

January 2017: Musk Wants To Begin Shifting Teslas To 'Full' Self-Driving Capability Within 6 Months

Quote:
Elon Musk, Tesla’s brash CEO, says his electric vehicles will start to gain that capability within just six months....When a follow-on question asked how soon “full” self-driving, beyond Autopilot’s abilities, would arrive, Musk responded: “3 months maybe, 6 months definitely.”
When are the Musk fans going to admit that Elon Musk is a liar and a fraud who conned all of you?
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Old 01-23-2018, 12:26 AM   #2773
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Re: TSLA showing cracks?

Just a tiny sample of solid reason vs idiots with "expertise' (and those who can't think and listen to them)

20 months ago, May 2016:
Quote:
Originally Posted by ToothSayer View Post
Yes, of course. I agree.

What I have trouble with is the inferences drawn from this statement. Firstly, that this means they are actually ahead on self driving technology research, which is absurd. They are far behind if you look what others have in the labs.

Secondly, that this is anything other than something they can get away with because of tiny size and rich, intelligent, first adopter customers. If GM or BMW put this tech in their cars, in the state its in, it would be completely unacceptable. Cars that lurch across lanes so dangerously, or that run into stationary objects which attempting to follow the car in front, or that swerve suddenly or follow exit ramps (which they still do, by the way), would be unacceptable and worthy of lawsuits.

Thirdly, I think it's obvious that Tesla has done a horrible job on this. The kind of mistakes their cars make should not happen with a competent software team. It's obvious that the only thing they've programmed is simplistic lane following when the lanes are clearly marked, simplistic car-in-front following (with apparently zero safety programming for boundary cases), and so on. This is so far from even the beginning of autonomous driving research, let alone today's state of the art. Their software is a joke. There are enough incidents now that show how juvenile and simplistic their software is.

And yet people in this thread (and Tesla PR) believe that they're ahead of others. They are clearly far behind. Hundreds of test cars from a number of manufacturers are successfully self driving around complex inner city traffic. This is 5+ years ahead of anything that Tesla can do, even if they had the research budget to do it.

And finally, the idea that Tesla is learning anything from the uploaded data on their current set of sensors is just farcical. NVidia have deep learning, ultra high bandwidth, multi camera solutions driven by Drive PX2 that is light years ahead of Tesla. It's in a different class. Tesla have zero advantage in autonomous driving and are in fact far, far behind.

That's all. The fact that smart people are disagreeing with me on something that's obvious and correct is just mind blowing. You've been fooled by PR, people.
Quote:
Originally Posted by heltok View Post
We don't know what Tesla have in their labs.


The other car manufacturers has similar products on the market which most tests seem to agree are "worse".


They claim that their software reduce the number of accidents by 50% when it is activated. That's some amazing numbers. And more impressively, when they started their software development, they were years/decades behind the competition. They deserve their credit. The future is still up for grabs though.


I assume you talk about Alphabet? They don't have production sensors in their cars which makes it a totally different problem. I have developed algorithms for both normal production Lidars and Velodyne HDL64E Lidars and they are not comparable.

Volvo will be selling 100 cars to actual customers which can drive autonomously Level4 on some highways next year. There are some other interesting self driving cars out on the street. Mobileye has their own, some German companies have their own, nVidia are making a lot of noise. But it is one thing demoing something on one specific road and a different beast to sell a product to customers who go out driving everywhere all the time.


Clearly they are learning something, their customers are reporting improved behavior over time.


We don't really know what nVidia has. I assume you talk about Davenet? That was just some shaky autosteer. Still really cool, but far from being a product.


Thanks for the compliment
Quote:
Originally Posted by ToothSayer View Post
Again, let's just stop and consider:

- How Tesla are far "ahead of competitors" and capturing all this "valuable data", and yet don't do basic object recognition

- How terrible Tesla's software and design team are that they can't even detect a large stationary object and stop in time, something that is standard on even low end collision avoidance systems, and has been solved for 15+ years in autonomous driving research.

Yet, Tesla fans think they're ahead of the competition (competition which is self-navigating through complex city traffic, not merely badly following the car in front and staying in well-marked lanes).

Any disinterested observer reading this knows you guys have no clue at this point.
Quote:
Originally Posted by NxtWrldChamp View Post
As someone who sees you post a lot of good content, Tesla's technology capabilities(and other SDC tech) seem out of your realm of expertise
Quote:
Originally Posted by ToothSayer View Post
Another lawsuit mentioning TSLA's high tech, ahead-of-all-manufacturers-who've-been-researching-this-for-decades, responsibly released "autopilot":

The software is very obviously a joke.

- The summon feature runs into a parked truck after being accidentally pressed
- It can't even follow a simple, clearly marked road
- It randomly takes exit ramps rather than be capable of the simple task of staying on the highway
- It swerves into other lanes the rain (above)
- Its simplistic follow algorithms can't deal with the slightest perturbations (above), including being so bad at object detection it runs into parked trucks.

This is clearly advanced software ahead of the other automakers/SDC research! Tesla have a huge advantage here.
Quote:
Originally Posted by Spurious View Post
This is mindblowing. You are talking out of your ass.

https://en.wikipedia.org/wiki/Genera...switch_recalls
124 deaths

You must be nuts (well I think you are just uninformed about the Automotive industry) to actually believe the bull**** you are spewing.
People so stupid or cult-level-gullible to Musk spin they can't even follow obvious correct reasoning when laid for them in referenced detail. Including people who claim to work in the industry! And this is just a fraction of the morons I had to contend with in this thread on this topic.

I mean, there are lots of things to plausibly disagree with me about. This wasn't one of them if your brain functioned even a little bit.
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Old 01-23-2018, 12:40 AM   #2774
shipit2kg
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Re: TSLA showing cracks?

big BFI lurker here, and gotta say TS did call first and last haha, pretty strong.

Though I admittedly didn't look into their metrics, its pretty funny regardless.

Last edited by shipit2kg; 01-23-2018 at 12:46 AM.
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Old 01-23-2018, 01:45 AM   #2775
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Re: TSLA showing cracks?

wait who are the cucks? Is that a thing?
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