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04-22-2019 , 05:37 PM

#7901

stinkypete

Carpal \'Tunnel

Join Date: Jul 2004 Posts: 15,783

Quote:

Originally Posted by MrFeelNothin

How much is Tesla spending on Autonomy on an annual basis?

"Its basically our entire expense structure."

Huh?

I'm curious why Adam Jones didn't try to follow up on that. Maybe he was just too baffled/confused by the moronic answer.

Quote

04-22-2019 , 06:16 PM

#7902

MrFeelNothin

Pooh-Bah

Join Date: Sep 2004 Posts: 4,457

Quote:

Originally Posted by stinkypete

I'm curious why Adam Jones didn't try to follow up on that. Maybe he was just too baffled/confused by the moronic answer.

Did you see Elon's staredown following that answer? Daring Jonas to challenge him.

Jonas needs to think about it and follow up on Wednesday. These guys aren't exactly cross examination wizards.

Quote

04-22-2019 , 07:03 PM

#7903

SenorKeeed

mew mew mew

Join Date: Jul 2006 Posts: 37,478

Big news today in addition to the press conference, surprised this hasn't been posted yet:

https://www.theguardian.com/technolo...-car-elon-musk

Between this and all the bad stuff that happened this weekend I'm not sure how Tesla can survive.

Quote

04-22-2019 , 07:16 PM

#7904

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

What are the chances skabooshka ruined the would be faked FSD demo?

I’m not saying 100% or 50% but I feel like it is non zero

Quote

04-22-2019 , 07:25 PM

#7905

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Quote:

Originally Posted by SenorKeeed

Thanks for posting...the good old days before Musk decapitated, pulverized and roasted alive multiple people by overhyping his clownishly incompetent beta software.

In fact I think it was the breakup from MobileEye around this time that catalyzed their autopilot becoming awful and never really getting safety back.

Quote

04-22-2019 , 07:33 PM

#7906

stinkypete

Carpal \'Tunnel

Join Date: Jul 2004 Posts: 15,783

Quote:

Originally Posted by syndr0me

What are the chances skabooshka ruined the would be faked FSD demo?

I’m not saying 100% or 50% but I feel like it is non zero

pretty high

Quote

04-22-2019 , 07:33 PM

#7907

SenorKeeed

mew mew mew

Join Date: Jul 2006 Posts: 37,478

oh **** that actually happened three years ago, my bad. Sorry guys.

Quote

04-22-2019 , 07:39 PM

#7908

BooLoo

adept

Join Date: Oct 2013 Posts: 945

AH trading tells you everything there is to know.
the guy just promised the world level 5, robotaxis and the best chip in the world.

no one is buying the snake oil anymore.

Quote

04-22-2019 , 08:00 PM

#7909

MrFeelNothin

Pooh-Bah

Join Date: Sep 2004 Posts: 4,457

Quote:

Originally Posted by SenorKeeed

I mean like griz said it was oversubscribed. They wanted 750 million at the terms they sought, but when they couldn't get those terms they reduced the amount. They had enough investors to get more than 250 at the worse terms. It was SpaceX's decision to limit it to 250.

Keeeeeeeed,

When you are done trolling can you address the above take in light of most recent SpaceX fundraising attempt?

Quote

04-22-2019 , 08:05 PM

#7910

SenorKeeed

mew mew mew

Join Date: Jul 2006 Posts: 37,478

I don't know anything about SpaceX's latest fundraising attempt.

Quote

04-22-2019 , 08:18 PM

#7911

protonewb

journeyman

Join Date: Feb 2017 Posts: 387

The most interesting part of the whole show was elon saying he's open to raising. If he can get $3-$5 billion that would end the short thesis for the year.

I still don't think he CAN raise that much, but in the past he has always said "no raise". I expect it will come up again on the earnings call.

Quote

04-22-2019 , 08:52 PM

#7912

stinkypete

Carpal \'Tunnel

Join Date: Jul 2004 Posts: 15,783

Quote:

Originally Posted by BooLoo

AH trading tells you everything there is to know.
the guy just promised the world level 5, robotaxis and the best chip in the world.

no one is buying the snake oil anymore.

None of that was new information though. The stock is down (surprisingly little) because they couldn't come up with anything exciting to present at this blatant hype event.

Quote

04-22-2019 , 08:52 PM

#7913

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Quote:

Originally Posted by protonewb

In my view there's a good probability that the Panasonic funding pull necessitated a rapid raise, hence the Autonomous Investors Day date set and earnings moved forward a week.

If demand is as dead as it seems the short thesis will still fly with good returns. But not impending bankruptcy.

Quote

04-22-2019 , 08:55 PM

#7914

ata

old hand

Join Date: Jan 2006 Posts: 1,292

Nvidia just called out Tesla's bs:

https://www.marketwatch.com/story/nv...gNewsSecondary

Quote

04-22-2019 , 08:55 PM

#7915

MrFeelNothin

Pooh-Bah

Join Date: Sep 2004 Posts: 4,457

Quote:

Originally Posted by SenorKeeed

I don't know anything about SpaceX's latest fundraising attempt.

Form D filed 4-17. They are trying to raise another $400 million but have only gotten $44 million.

https://www.sec.gov/Archives/edgar/d...0002-index.htm

Quote

04-22-2019 , 08:58 PM

#7916

stinkypete

Carpal \'Tunnel

Join Date: Jul 2004 Posts: 15,783

Quote:

Originally Posted by ToothSayer

The transition from Elon's recent "FSD isn't happening anytime soon for regulatory reasons" to "FSD is almost here" supports that thesis. The former was his position when there was still hope that Tesla could actually sell enough cars to profit. Now they have to sell a new dream (autonomous taxi income) to be able to raise and live to fight another day.

Quote

04-22-2019 , 09:10 PM

#7917

ata

old hand

Join Date: Jan 2006 Posts: 1,292

Nice technical debunk of today's Elon show:

Quote

04-22-2019 , 09:13 PM

#7918

jvds

adept

Join Date: Apr 2013 Posts: 1,176

Quote:

Originally Posted by protonewb

Why would that end the short thesis?

Quote

04-22-2019 , 09:18 PM

#7919

stinkypete

Carpal \'Tunnel

Join Date: Jul 2004 Posts: 15,783

Tesla was inaccurate in comparing its Full Self Driving computer at 144 TOPS of processing with Nvidia Drive Xavier at 21 TOPS," a spokesman said in an email. "The correct comparison would have been against Nvidia's full self-driving computer, Nvidia Drive AGX Pegasus, which delivers 320 TOPS for AI perception, localization and path planning."

https://www.marketwatch.com/story/nv...son-2019-04-22

Quote

04-22-2019 , 09:18 PM

#7920

stinkypete

Carpal \'Tunnel

Join Date: Jul 2004 Posts: 15,783

Quote:

Originally Posted by jvds

Why would that end the short thesis?

It would end the bankruptcy crash put thesis. The short thesis would be alive and well.

Quote

04-22-2019 , 09:28 PM

#7921

jvds

adept

Join Date: Apr 2013 Posts: 1,176

Agreed

Quote

04-23-2019 , 12:28 AM

#7922

synth_floyd

Carpal \'Tunnel

Join Date: Sep 2005 Posts: 7,074

Does anyone actually believe Musk anymore?

Quote

04-23-2019 , 12:31 AM

#7923

stinkypete

Carpal \'Tunnel

Join Date: Jul 2004 Posts: 15,783

Quote:

Originally Posted by synth_floyd

Does anyone actually believe Musk anymore?

Yes. Stock price.

Quote

04-23-2019 , 12:50 AM

#7924

Morishita System

old hand

Join Date: Jan 2011 Posts: 1,391

Watch as we open green tomorrow.

Quote

04-23-2019 , 01:03 AM

#7925

stinkypete

Carpal \'Tunnel

Join Date: Jul 2004 Posts: 15,783

The published FSD demo video for today

https://www.youtube.com/watch?v=tlThdr3O5Qo

Unsurprisingly, it's sped up a ton and published at a low frame rate so it can't be slowed down with the built in youtube feature. The low frame rate does a good job of disguising any jerky movements, sudden turns of the wheel, potholes hit, etc.

There's nothing impressive here at all.

Quote

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