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TSLA showing cracks? TSLA showing cracks?

03-21-2016 , 04:24 PM
Quote:
Originally Posted by ToothSayer
You back to breakeven yet, heltok?
Right now my bank says +10%, but I guesstimate that I am up more overall. Here is my trade history:
Spoiler:


K=buy
S=Sell
TSLA showing cracks? Quote
03-21-2016 , 04:48 PM
Quote:
Originally Posted by mmbt0ne
The project director for Google's autonomous car project says that a self-driving car from Google that operates in all conditions might not be available for 30 years.

http://spectrum.ieee.org/cars-that-t...des-for-others
I still don't understand how it is going to deal with ******* drivers in big cities or bad weather conditions.

Probably means the Northeast will get it about 15 years after everyone else.
TSLA showing cracks? Quote
03-21-2016 , 05:22 PM
Quote:
Originally Posted by Onlydo2days
I still don't understand how it is going to deal with ******* drivers in big cities or bad weather conditions.

Probably means the Northeast will get it about 15 years after everyone else.
Bad weather is bad in two ways.
1. The road has a lower friction µ
2. Sensors have trouble seeing lane markings, some terrain looks a bit different, general visibility might be reduced

As for 1 imo it is clear that the computer will perform better. It is better at estimating µ and can do more precise control and also more advanced control. Brake one wheel, put gas on the other, changed the dampeners on one side, steer to the other, change these control signals 100 times per second. A human will have a very hard time doing this and big troubles finding the optimal control signals in a short time. I have seen tests where human ~proffessional drivers could avoid accident at 50km/h and the computer at 70km/h.

As for 2 the SDC can have active sensors that humans don't have such as LIDARs and radars. These have decent visibility even when there is lots of water in the air, there are some frequencies that are limited to the military that penetrates water even better than might open up to civilian use in the future. Cameras can be better located and have more eyes than a human and night visibility is much better for cameras. There is also V2V and V2I(vehicle to infrastructure) possibly augmenting the information available for the computer.

As for intelligence humans have much deeper and more connected neural networks and some clever hierarchies that we cannot replicate artificially right now. It seems plausible that humans can learn some concepts that AIs cannot learn right now. But it is also possible that brute computation can give the AI an advantage anyway, see for example AlphaGo vs Lee Sedol. But mainly, the computer will likely have a much better attention at its worst than the human will have at his worst, which seems like the most relevant metric.

Cliffs: Comps will handle bad weather better than humans. Give it 10years and this should be very obvious imo.
TSLA showing cracks? Quote
03-21-2016 , 07:40 PM
Quote:
Originally Posted by heltok
Bad weather is bad in two ways.
1. The road has a lower friction µ
2. Sensors have trouble seeing lane markings, some terrain looks a bit different, general visibility might be reduced

As for 1 imo it is clear that the computer will perform better. It is better at estimating µ and can do more precise control and also more advanced control. Brake one wheel, put gas on the other, changed the dampeners on one side, steer to the other, change these control signals 100 times per second. A human will have a very hard time doing this and big troubles finding the optimal control signals in a short time. I have seen tests where human ~proffessional drivers could avoid accident at 50km/h and the computer at 70km/h.

As for 2 the SDC can have active sensors that humans don't have such as LIDARs and radars. These have decent visibility even when there is lots of water in the air, there are some frequencies that are limited to the military that penetrates water even better than might open up to civilian use in the future. Cameras can be better located and have more eyes than a human and night visibility is much better for cameras. There is also V2V and V2I(vehicle to infrastructure) possibly augmenting the information available for the computer.

As for intelligence humans have much deeper and more connected neural networks and some clever hierarchies that we cannot replicate artificially right now. It seems plausible that humans can learn some concepts that AIs cannot learn right now. But it is also possible that brute computation can give the AI an advantage anyway, see for example AlphaGo vs Lee Sedol. But mainly, the computer will likely have a much better attention at its worst than the human will have at his worst, which seems like the most relevant metric.

Cliffs: Comps will handle bad weather better than humans. Give it 10years and this should be very obvious imo.
How does it deal with *******s in cities?

There are times during heavy traffic when you need to drive aggressively or you will not go anywhere.

Say it needs to come onto a busy street, will it be programmed to inch it's way on and then cut the driver off?
TSLA showing cracks? Quote
03-21-2016 , 11:38 PM
Quote:
Originally Posted by Onlydo2days
How does it deal with *******s in cities?

There are times during heavy traffic when you need to drive aggressively or you will not go anywhere.

Say it needs to come onto a busy street, will it be programmed to inch it's way on and then cut the driver off?
The neural network will learn to do whatever the human drivers were doing while it was being trained. The main difference is that the car will have perfect 360 degree awareness at all times, whereas a human driver can only see one direction at once. Also, the busiest and most important roads will have lanes designated for automated vehicles, which makes things a lot simpler.

TSLA showing cracks? Quote
03-22-2016 , 01:38 AM
Quote:
Originally Posted by Onlydo2days
How does it deal with *******s in cities?

There are times during heavy traffic when you need to drive aggressively or you will not go anywhere.

Say it needs to come onto a busy street, will it be programmed to inch it's way on and then cut the driver off?
Driving aggressive is not hard, but it is a choice. Right now the manufacturers choose not to do this. Google has made the car wait and then over time get more aggressive. Here is a video of Google getting into an accident by cutting off a bus after having waited for a time:
TSLA showing cracks? Quote
03-22-2016 , 03:33 PM


Is this supposed to be the main competition for Model 3?
TSLA showing cracks? Quote
03-22-2016 , 03:36 PM
lol (on several levels) @ Devonshire research report out today that lays out a few TSLA problems quite nicely, such as not even making their own drive engines. TSLA is selling off in response.
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03-22-2016 , 06:00 PM
What's new in that research report? Absolutely nothing. Same old, same old.

Strikes me as odd that someone who would know what he is talking about would have the typo BOSCH GMBH ROBERT in there.

The last chapter is stupid and has been discredited before. The reason that EVs are currently not the absolute best pollution wise has NOTHING to do with Tesla. They make it sound like Tesla causes that. The environmental impact of a Tesla is less significant in Norway than it is in the US. That's a problem of ridiculously high subsidies of O&G companies in the US.

Batteries are easy recyclable. Kinda telling that they list that point in the summary but never back it up.

Overall, the market has spoken and Tesla is back to end of last year's levels. Let's see how the Model 3 competitor Busto Bolt is doing - it sure looks absolutely ugly.
TSLA showing cracks? Quote
03-22-2016 , 08:13 PM
are you a successful trader Spurious?
TSLA showing cracks? Quote
03-23-2016 , 02:47 AM
Quote:
Originally Posted by DrawNone
are you a successful trader Spurious?
No, not trading at all personally.
TSLA showing cracks? Quote
03-23-2016 , 05:36 PM
Quote:
Originally Posted by heltok
Driving aggressive is not hard, but it is a choice. Right now the manufacturers choose not to do this. Google has made the car wait and then over time get more aggressive. Here is a video of Google getting into an accident by cutting off a bus after having waited for a time:
FYI, the car did not cut off the bus. The car swerved into the right side of the bus once the bus had passed the car.
TSLA showing cracks? Quote
03-25-2016 , 04:30 PM
Tesla Motors (NASDAQ:TSLA) VP of Finance and Worldwide Controller Michael Zanoni is leaving the company to return to Amazon, according to a fresh report from Electrek.

Last year, long-time CFO Deepak Ahuja left the EV automaker in a widely-discussed development.

lol.. go elon, pump your stock... numbers don't actually matter
TSLA showing cracks? Quote
03-26-2016 , 03:07 AM
I know better but I can't hold myself back: What is your point?
TSLA showing cracks? Quote
03-26-2016 , 05:39 AM
Quote:
Originally Posted by Spurious
I know better but I can't hold myself back: What is your point?
so, they are using non-GAAP to make some tricks, and the last two CFOs are leaving.

Either mr Musk is promising something he can't keep and he is a visionary out of reality, or either there is no problem, the CFO aren't competent to deliever the promises of mr Musk and this thing is working fine

.... until it doesn't.

in the meantime is up more than 60% over the next 6 weeks... i bet it's a really smart buy right here. but then again, once they unveil the model 3, this thing will rip to new all time highs, because no matter what the fact said, is what elon says that makes the difference.
TSLA showing cracks? Quote
03-26-2016 , 06:02 AM
Can you give me the source on Tesla's CFO Jason Wheeler leaving?

You are constructing your own conspiracy theories. It's not unusual that a CFO of 7+ years in a stressful is leaving after making a ****load of money.

The fact that you don't even understand the difference between VP of Finance and CFO is saying a whole lot about your misguided intentions. The fact that you make a big deal out of someone leaving after 2 years shows you are trying to form a reality that doesn't exist.
TSLA showing cracks? Quote
03-26-2016 , 01:12 PM
Quote:
Originally Posted by Spurious
Can you give me the source on Tesla's CFO Jason Wheeler leaving?

You are constructing your own conspiracy theories. It's not unusual that a CFO of 7+ years in a stressful is leaving after making a ****load of money.

The fact that you don't even understand the difference between VP of Finance and CFO is saying a whole lot about your misguided intentions. The fact that you make a big deal out of someone leaving after 2 years shows you are trying to form a reality that doesn't exist.
what conspirancy theory?



TSLA showing cracks? Quote
03-26-2016 , 02:04 PM
I asked you a very specific question. They have a large disceprancy between GAAP and non-GAAP. Literally EVERYONE knows it.
TSLA showing cracks? Quote
03-26-2016 , 04:52 PM
FWIW Tesla's stock is overpriced atm, if you want to buy it (don't), wait until it crashes back down to 185-190 ish
TSLA showing cracks? Quote
03-28-2016 , 09:24 AM
Excellent article detailing how Musk is either a blatant serial liar/fraudster or the worst predictor of the performance of every aspect of his own business in history.

Also, thread about huge problems (still - even delayed after months) with the Model X. The comments are more interesting that the OP. It's already two years late, and delayed yet another 3 months, and they still haven't got it right.

How are TSLA going to take on the major car producers next year with mass production at a $35K price point, when they're ****ing up very basic things on $100K cars with a tiny production volumes? When even at $100K/car - a big margin of error - they're losing money and have major quality control problems??

Anyone long Tesla for the long term is delusional.
TSLA showing cracks? Quote
03-28-2016 , 03:18 PM
Quote:
Originally Posted by ToothSayer
Excellent article detailing how Musk is either a blatant serial liar/fraudster or the worst predictor of the performance of every aspect of his own business in history.

Also, thread about huge problems (still - even delayed after months) with the Model X. The comments are more interesting that the OP. It's already two years late, and delayed yet another 3 months, and they still haven't got it right.

How are TSLA going to take on the major car producers next year with mass production at a $35K price point, when they're ****ing up very basic things on $100K cars with a tiny production volumes? When even at $100K/car - a big margin of error - they're losing money and have major quality control problems??

Anyone long Tesla for the long term is delusional.
Quote:
Tesla will likely secure at least 300,000 Model 3 reservations within a month of the March 31 prototype reveal
So 300k is basically a lock. Not enough lol's.

Pretty transparent attempt on create unobtainable expectations and claim a win when TSLA doesn't meet them.

Last edited by thenewsavman; 03-28-2016 at 03:48 PM.
TSLA showing cracks? Quote
03-28-2016 , 03:54 PM
I mean we have another Seeking Alpha 'contributor' outlining how TSLA could have 1 million reservations in the first week!

Naturally the author goes on to -ahem- explain why most of them will never be deliveries but TSLA will nonetheless use the reservations to justify an equity raise. Pretty much the same thesis the above author has only with more conspiracy theory.

You would think Seeking Alpha has some sort of editorial board that, you know, read articles before they published them. Guess not.
TSLA showing cracks? Quote
03-28-2016 , 05:16 PM
I didn't read the Seeking Alpha article but the ones I read in the past always seemed like infomercials. I'd trust it as much as I trust Cramer, I'd probably do the opposite of what either source tells me to do.
TSLA showing cracks? Quote
03-28-2016 , 05:35 PM
The article is excellent, it seems to be causing savman cognitive dissonance, so he's desperately picking at whatever he can rather than deal with reality. Key points include the hushed cancellation of their 10kWh battery pack, "Gigafactory" being quietly massively scaled back/delayed, serious Model X problems, and much more.

An update to the Tesla motors thread I linked (this is after initial massive problems with finish, missing paint, door failing to open at all (or failing to close, such that the car was undrivable/untowable).

Quote:
Update:
Car left driver side hydraulic hook or whatever it is called broke off, this cause two problems:
1. Left door is entirely powerless, no force is needed to open or close (Just like any other car door now), auto presenting door, break to close door, pull lever to auto close the door, all disabled. This problem also made the entire car go crazy, rear mirrors one folds in and one does not when locking, center console black out when close the door. Passenger door when press the door button, only close half way, press again to completely close the door.
2. A metal piece shaped like a nipple came protruding out, maybe cause by the disjointed hydraulic joint hitting the metal, causing the metal to bend outward. Very visible to see from the outside.

My model x has officially entered into service center to fix following issues:
1. Broken off hydraulic on driver side
2. replace latch on both doors
3. check why the disjointed hydraulic on the driver side caused the car to go crazy
4. Fix the paint, scratch issues on both the bottom panel below the falcon wing doors
5. Searching for more scratches, dings, dents, or protruding metals anywhere on the car
6. Do alignment on the wheels and staring wheels.
7. Fix protruding rubber that was too long, causing it to rub against the painting of the falcon door.
8, Auto pilot occasionally driving on the lane instead of between the lane, shakes left and right before it finally become stable.
8. Do a 100% extremely detailed inspection on every part of the car.
9. Double check making sure there are no more problems with the car.
Again, this is for a car delayed for two years from the initial announcement date and then delayed many months beyond the launch date because, according to Musk, they wanted to get it "perfect".

The reasons they delayed on the Model X for so long are becoming clear. These aren't just issues of gull wing doors or finishing touches, these are major issues from their line process to their hydraulics to their software to their design to their components.

And they're still not ready after all of this delay -they just had to get something out the door so their stock didn't tank further. The problems with the Model X appear to be widespread if you read the Tesla Motors Club forums (and again, these are owners and huge believers and fans of Musk/Tesla).

If you can't get basic quality control on a $100K car right two years behind schedule while losing money, and with extremely forgiving/intelligent/wealthy/first adopter/investor type buyers, how is Musk going to take on mass production of a $35K car in cutthroat competition with the established majors?

#8 is also an interesting aside to those unbelievably stupid people who think Musk is ahead of other car makers in autopilot. The algorithms are so clownishly bad and underdeveloped and untested and buggy they can't decide which lane to be in on a clearly marked highway (meanwhile, Nissan has 20 prototypes on the road driving well in city center traffic).

Last edited by ToothSayer; 03-28-2016 at 05:45 PM.
TSLA showing cracks? Quote
03-28-2016 , 06:13 PM
Quote:
Originally Posted by DrawNone
are you a successful trader Spurious?
Quote:
Originally Posted by Spurious
No, not trading at all personally.
I didn't mean to single you out but the different angles posters look at TSLA from ITT is obvious and Tooth is undefeated.
TSLA showing cracks? Quote

      
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