Is Tesla Autopilot Safe?

https://youtu.be/SuEHbRD_qOc

Time to close those shorts

come back when they can do this

Or this

Pete Bannon (chip designer) on Tesla's computer, chip, neural net and results

https://youtu.be/-b041NXGPZ8



(regardless of FSD timeline, even even without any autonomous capabilities Teslas are the best EV on the market and have crushing performance vs ICE vehicles)

https://twitter.com/CNBCFastMoney/st...68456345690113.

Demand in China reportedly up 40% YoY

i watched all of that and it's just more blabla.
they can't solve inner city traffic and they won't for years.

s&x are already getting crushed in europe and those are the cars they actually made money with.

I covered this live. It was an extreme embarrassment and an admission that Tesla has no clue what they're doing. Their strategy is basically "we'll throw machine learning at absolutely everything and have it solved in 6 months", which shows they're 5+ years behind everyone else.

you need to take a long hard look in the mirror and ask yourself "am i a ****ing joke"

Me: Watching a stock I trade a lot and trying to analyze it - mostly correctly
You: Astroturfing and apologizing for free for a fraud who repeatedly lies, falsely calls strangers pedophiles, swears at journalists, makes up conspiracy theories, etc.

Everyone knows who the "****ing joke" is out of the two of us, and it's not me.

Also, what about what I said was incorrect? That is an accurate characterization. Had you actually watched the autonomous driving day (I did, because I trade on it), you'd agree with me. It was a disaster to anyone with a knowledge of programming. They basically admitted they had done zero work on snow, for example, but they'd have it all solved by the end of the year. They admitted that complex traffic situations they were simply going to machine learn, which is impossible. Musk was touting 95% success in bend prediction algorithms, which is hilarious. They are so far behind and so lost it's embarrassing. Which is why a number of autopilot staff just quit. By the way, one of the ones that quit was a key guy in the presentation. Let that sink in. Supposedly 6 months away (according to Musk) from fully solving autonomous driving, a major accomplishment that comes with money and fame and a stock price surge, and several of the leads and a good chunk of the team quit.

Everything except maybe that you "covered it" (lol?) live

Did they quit or were they fired? Source/evidence?

There are reports of both, I wouldn't jump to a conclusion about which it is without reliable evidence.

Tesla deliveries are not as low as I was hoping, I'm looking at:
https://eu-evs.com/

Then do magic pivot and compare July sales to April sales. July based on the first week or so of data is about on pace with April.

Of course this is only 3 markets.

Doesn't look good to me:



What are you seeing that I'm not? We're 11 days in to July.

Musk is the ultimate pump artist, it's like penny stock antics in a $50 $40 billion company:

They're setting up a nice narrative here of production ramping and China coming online, it's a solid donkey-carrot. They did the same with the Model 3 with the imminent 5000/week by the end of 2017 and 10K/week by the end of 2018.

I think it's only updated with the first week, so I multiplied by 4

They are at 393 total deliveries in those three markets 10 days into July. They were at 761 in April. Not "on pace."

ya narrative seems to now be ramping production, see that leaked email from the other day.

maybe the trajectory is something like "look how close we were to Q2 profit" (or maybe eke out a profit somehow?) --> Q3 loss/terrible deliveries but look at US increased production + China will come online in Q4 and blow everyone away (--> ??? --> profit)

Jonas (Morgan Stanley) sticking with 347K by end of year (below Tesla's 360-400k guidance).

https://seekingalpha.com/news/347624...forecast-tesla

This is 3 day old news.

As for the estimate. At this point I don't think even Tesla is officially sticking to Tesla guidance, given their failure to reiterate. Won't stop them emailing employees to leak fake material information about big production ramps that would otherwise have to be in a filing.

So what does everyone think will happen to the SP up to and through the ER?

Flat or drift slightly higher? Seems like no bad news short of something that breaks the current narrative of resumed growth can have a negative impact right now.

Also whats up with the return to pumping production? Didn't everyone realize last year that isn't the issue? Some on twitter speculating this is cover for a factory shutdown possibly to configure Model Y and to sunset Model S. Basis being that whatever Elon is tweeting about is usually the same subject on which there is bad news lurking.

Hard to see China allowing a US company to own and operate an FSD network in China.

Well, there's zero risk of that when it comes to Tesla.

your timing is wrong, it's only the first week of data in that spreadsheet.

I also said "about on pace" no "on pace", it looks to be a bit lower than April, but about on pace considering it's very limited data.

Why do you say only the first week in there? It's updated daily and it's up to date. Also, there is some spill over from the very late June deliveries of which apparently comprises 7000 cars worldwide (mostly NA?) flowing over into Q3, which is much larger than March's flow-over.