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Freegrass

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Re: Tesla glory/failure
« Reply #11400 on: March 26, 2024, 04:03:44 PM »
Good summary in this video about BYD on how it's a threat to Tesla.

90% of the world is religious, but somehow "love thy neighbour" became "fuck thy neighbours", if they don't agree with your point of view.

WTF happened?

Sigmetnow

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Re: Tesla glory/failure
« Reply #11401 on: March 26, 2024, 04:55:03 PM »
… post more or less irrelevant material about Tesla, which I doubt very many people are interested in
On the contrary, the level of interest — shown by the number of views of the thread — is an order of magnitude above any other recent topic in Policy and Solutions.  It is #2 on the Top Ten Topics (By Replies).  Note that most of the other topics on that list have nothing to do with Arctic Sea Ice. 
 
Tesla’s products reduce carbon emissions, which is what AGW Policy and Solutions is all about, and Tesla’s EVs do so on a more personal level than simply agonizing about sea ice numbers.  Thus, intense interest in the company, and rooting for its success, is understandable, and beneficial to addressing the climate crisis.
People who say it cannot be done should not interrupt those who are doing it.

Sigmetnow

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Re: Tesla glory/failure
« Reply #11402 on: March 26, 2024, 04:58:57 PM »
Tesla settles with Black worker after $3.2 million verdict in racism lawsuit
Tesla and Owen Diaz both appealed $3.2 million verdict before deciding to settle.
March 18, 2024
Quote
Tesla has settled with a Black former factory worker who won a $3.2 million judgment in a racial discrimination case, a court filing on Friday said.
 
Both sides were challenging the $3.2 million verdict in a federal appeals court but agreed to dismiss the case in the Friday filing. The joint stipulation for dismissal said that "the Parties have executed a final, binding settlement agreement that fully resolves all claims." …
https://arstechnica.com/tech-policy/2024/03/tesla-settles-with-black-worker-after-3-2-million-verdict-in-racism-lawsuit/

—-
 
Tesla says most German plant employees vote against IG Metall union
March 20, 2024
Quote
NEWS: The majority of Tesla's staff in Germany decided against the IG Metall Union and opted for non-unionised workers for the new works council, the company said on Wednesday in a statement.
https://www.reuters.com/business/autos-transportation/tesla-says-most-german-plant-employees-vote-against-ig-metall-union-2024-03-20/

The 39-seat work council deals with broad issues at the facility, including pay and working conditions.
https://driveteslacanada.ca/news/tesla-staff-to-elect-new-work-council-for-tesla-berlin-next-week/

——
Driving on FSD is more energy-efficient than manual driving (no zooming acceleration; more constant speed; battery conditioning before charging, etc), so higher FSD use saves energy.

Tesla has started one month free FSD trials.
 
Quote
Sawyer Merritt
BREAKING: Tesla has now started one month free FSD trials in the US! 
   —-
This new language is directly on the order page. … pic.twitter.com/u0dgaIgGpT
   —-
This is a MAJOR moment for FSD and Tesla's confidence in its capabilities. …
3/25/24, https://x.com/sawyermerritt/status/1772429493119893947

This is not a new idea. Musk mentioned in May of last year:
Quote
Elon Musk
Once FSD is super smooth (not just safe), we will roll out a free month trial for all cars in North America.
 
Then extend to rest of world after we ensure it works well on local roads and regulators approve it in that country.
5/8/23, https://x.com/elonmusk/status/1655629768279089171

EDIT: update
Quote
Elon Musk
 
All US cars that are capable of FSD will be enabled for a one month trial this week
3/25/24, 10:04 PM  https://x.com/elonmusk/status/1772444422971494838
« Last Edit: March 26, 2024, 05:39:01 PM by Sigmetnow »
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kassy

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Re: Tesla glory/failure
« Reply #11403 on: March 26, 2024, 07:05:26 PM »
… post more or less irrelevant material about Tesla, which I doubt very many people are interested in
On the contrary, the level of interest — shown by the number of views of the thread — is an order of magnitude above any other recent topic in Policy and Solutions.  It is #2 on the Top Ten Topics (By Replies). 

Replies just means that there is a lot of discussion. A lot of it is about irrelevant stuff. And a lot of discussions go no where and they are not that relevant to the brand.

Anyway how long until Tesla makes a cheap affordable car? They were at the forefront of the EV push but they are now just lingering in the luxury brand segment.
Þetta minnismerki er til vitnis um að við vitum hvað er að gerast og hvað þarf að gera. Aðeins þú veist hvort við gerðum eitthvað.

Espen

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Re: Tesla glory/failure
« Reply #11404 on: March 26, 2024, 07:41:36 PM »
… post more or less irrelevant material about Tesla, which I doubt very many people are interested in
On the contrary, the level of interest — shown by the number of views of the thread — is an order of magnitude above any other recent topic in Policy and Solutions.  It is #2 on the Top Ten Topics (By Replies). 

Replies just means that there is a lot of discussion. A lot of it is about irrelevant stuff. And a lot of discussions go no where and they are not that relevant to the brand.

Anyway how long until Tesla makes a cheap affordable car? They were at the forefront of the EV push but they are now just lingering in the luxury brand segment.

I wonder what would happen if fans/fanatics of different EV brands, of which there are now many, will create glory/failure threads in the Arctic Sea Ice Forum?
Could we tax them, shouldn't Tesla pay their share? Since it is so "successful"
Have a ice day!

nadir

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Re: Tesla glory/failure
« Reply #11405 on: March 26, 2024, 07:51:39 PM »
Tesla is planning to showcase FSD beta on every new car customer before delivery, just to convince them on how “well” it works (under supervision of the human). Elon calls this a “hard requirement” or what is the same, if we catch you not doing it you’ll be fired.

I wonder why the “hard pushing” of FSD beta to the car customers. Perhaps it has to do with the fact that nobody is buying it. And I wonder what happens if a customer says “nah hard pass”. Will the car be promptly delivered?

Tesla is also readying the “Actually Smart Summon” into production. Tesla first presented the “Summon” which never worked, then the “Smart Summon” that never worked, and now the “Actually Smart Summon” which … nevermind.


Source: a Tesla fan account in Twitter. Send me a PM if you want the link, probably not.

Sigmetnow

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Re: Tesla glory/failure
« Reply #11406 on: March 26, 2024, 08:03:06 PM »
Anyway how long until Tesla makes a cheap affordable car? They were at the forefront of the EV push but they are now just lingering in the luxury brand segment.

Now.

Quote
Doug DeMuro just reviewed the refreshed Tesla Model 3, and he calls it 'The Greatest Appliance Ever Made'.
Not particularly the most exciting car to drive, but the best car ever made that can get you from Point A to Point B.

https://www.youtube.com/watch?v=youtu.be/aqYKMcnv33E&feature=youtu.be

Tesla
And you can get it from $38,990 or $329/month with $2,999 down
3/12/24, 7:53 PM  https://x.com/tesla/status/1767700458465054996

 Rohan Patel
This is ~$8K less than the price of an average new vehicle in the US.
3/24/24, 9:13 AM  https://x.com/rohanspatel/status/1771888040635691260

—-
And that is before the Gen 2, even less expensive car, whose production lines are under development now at Giga Texas.  To be revealed perhaps late this year or early next.
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Sigmetnow

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Re: Tesla glory/failure
« Reply #11407 on: March 26, 2024, 08:14:04 PM »
I wonder what would happen if fans/fanatics of different EV brands, of which there are now many, will create glory/failure threads in the Arctic Sea Ice Forum? 

Tesla is much more than just EVs.  The company has many products, and a mission, that anyone concerned with AGW should be interested in. 
Other EV companies?  Not so much.

Read all about it:
Master Plan Part 3
Sustainable Energy for All of Earth
https://www.tesla.com/ns_videos/Tesla-Master-Plan-Part-3.pdf
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Sigmetnow

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Re: Tesla glory/failure
« Reply #11408 on: March 26, 2024, 08:19:41 PM »
Herbert Ong and Cern Basher
A company in Europe has accumulated 5,000 Teslas, and are buying more, so they will be prepared to offer a robotaxi business.
 
Robotaxi models:  $1.00 to $0.30 per mile, plus base rate and idle time.
 
In a few years, as you watch your Tesla depreciate but don’t want to share it on a network… a robotaxi buyer will knock on your door and offer you more than the book value for your car — because they can make much more than that in profit by adding it to their network.
 
EDIT: 1 min clip: ➡️ pic.twitter.com/F25VGFYD8i   

The Tesla Robotaxi GAME CHANGER (Business and Stock) - YouTube 
1h12m  March 24, 2024  (I watched at 1.5x speed.)
 


⬇️ Two slides below from the video. Value per year.

 
——
Brief FSD/free discussions, for those interested:
 
❇️ 3/26/24, https://x.com/rohanspatel/status/1772484075116253533
 
❇️ 3/25/24, https://x.com/wintonark/status/1772331320213127638
« Last Edit: March 27, 2024, 02:28:57 PM by Sigmetnow »
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John Batteen

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Re: Tesla glory/failure
« Reply #11409 on: March 26, 2024, 08:20:43 PM »
Those are facts.  Do with them what you wish.

If this topic is so damn important, why on earth is it hidden away in a blog about Arctic Sea Ice?
Why don't you move to a more relevant site so the world can be informed directly?

If you hate Tesla so much, why do you come in here to bother people talking about Tesla, in a thread called "Tesla glory/failure"?  It's natural for people who are concerned about the environment to want to discuss solutions, which is why the entire Policy & Solutions subcategory was created.  Why is any of this here?  Almost nothing in this subcategory directly relates to Arctic Sea Ice.

Personally, whenever I come across content on the internet that I don't want to read, I don't look at it again.  The mere existence of people I disagree with does not offend me.  The fact that they have discussions in public places does not bother me.  I am free to not visit those places.  Now if the Tesla discussion were in other non-Tesla threads, you might have a case, but it's not.  This thread was specifically created to cater to the complaints of people like you, keeping the Tesla-specific conversation quarantined to one easily ignorable area, but that wasn't enough for some of them evidently.

Such intolerance is not healthy for anyone, whether on the giving or receiving end.  It's not mentally healthy for you to focus so much on things that bother you.  There is a vast world of opportunity out there, full of things that will interest and engage you in a positive way, that it appears you continuously ignore in favor of getting mad about things you can't control.  You do you, I guess.

The Walrus

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Re: Tesla glory/failure
« Reply #11410 on: March 26, 2024, 09:19:29 PM »
Could we have some facts and not opinions?

This is not an advertising channel!!



Facts.  You can't sell what you don't make.  Market analysts "projections" are also not facts.  But they are presented as facts.

The simple fact is that Tesla has one time impacts from war and terrorism.  Allied to this is the fact that Tesla is building out new models and new production and holding back factory builds and changes until the next gen vehicle production is worked out in Texas.

These are facts, not opinions and are backed by statements from the CEO.

Opinions are that these are signs of Tesla failing.

One persons fact is another persons conspiracy theory it seems.

Facts are simple. 

Tesla sold more vehicles in 2023 than it did in 2022.
Tesla already has the production capacity to sell more vehicles in 2024 then it did in 2023 by the end of Q4 2023.
Q1/24 has seen production halts which will impact production in Q1/24
This is being used to present a narrative of falling Tesla sales.

Those are facts.  Do with them what you wish.

Yes, those are the facts, but it is how you manipulate them than is worrisome.

What impact has war and terrorism had on Tesla sales, and why has it not impacted other automakers?

Yes, Tesla sold more vehicles in 2023 than in 2022.  However, peak sales occurred in the second quarter and have declined since.  Also a fact.  Unless Tesla experiences some robust sales in the next few days (unlikely with the approaching holiday), 2024 will show a decline in Q1 sales compared to 2023, halting a very long string of quarterly increases.  Not a fact yet.

Yes, it has production capacity that exceeds sales, but so do all the other automakers.  Capacity does not equate to sales.

Statements from the CEO are opinions, not facts.  He can say (and usually does) whatever he wants.

Yes, no one know what the future holds.  That is why the so-called experts make projections based on current facts.  This is done industry-wide and corporate-wide.  It is not unique to Tesla.

BYT, the popularity of this thread is highly skewed by the large number of response which you have posted.  I did a quick summary, and 37% of the posts in the month of March were yours.  How can we be sure that you are not a corporate troll?

Sigmetnow

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Re: Tesla glory/failure
« Reply #11411 on: March 27, 2024, 03:20:25 PM »
Quote
< Can you clarify whether Transport Canada is the current factor preventing Full Self-Driving (Beta) V12.3+ in Canada, @rohanspatel ?
There has been some confusion as your post mentioned Cybertruck, but the original comment was about V12.
Thank you dearly.
 
Rohan Patel @rohanspatel
No issue on FSD that i know of with Transport Canada. We have been doing a lot of educational efforts with Transport Canada and many other regulatory bodies on our supervised FSD system. In general, regulators seem quite impressed.
3/26/24, https://x.com/rohanspatel/status/1772804132690350242
 
Quote
Teslascope
Full Self-Driving (Beta) V12.3.1 is now going out to vehicles in Canada for the first time. 🎉
Additional testing prevented V12.3 from going out to vehicles in Canada, which has now been finalized.
3/27/24, https://x.com/teslascope/status/1772878476346884483

FSD, mandatory demos, V12.3.1 & 2,  2024.x, Canada, ASS. “No Banish just yet.”
Teslascope has the scoop:
3/26/24, https://x.com/teslascope/status/1772483364244869513

 
—-
“Sounds like the good old days!”
Knowledgeable Tesla Owner groups get the heads up that they may be invited to help with new customer deliveries.  The groups first volunteered to do this for the Model 3, Tesla’s first mass rollout.
“Tesla has reached out to say they may need our help at the end of this sales quarter to onboard new owners - specifically helping new owners understand FSD.”
From: 3/26/24, https://x.com/goingballistic5/status/1772714423548874913
 
 —-
Quote
Matt Smith
 
I'm becoming aware now of the fact that I regularly make mistakes at a rate comparable to FSD Beta. I was driving my wife's non-Tesla today for example and started braking a bit too late such that it was slightly uncomfortable to slow down for a turn. The other day I misjudged the gap between cars and pulled out a bit too early so that I was sticking out in the lane while waiting for cross-traffic to clear before turning left.
 
Neither one of these was a big deal, but I'm finding it extremely odd to realize that my driving capability (excluding parking and pulling out) is at now probably in the same order of magnitude of capability as Tesla's FSD V 12.3.
3/24/24, https://x.com/matchasmmatt/status/1771974745723973945
 
Dirty Tesla
I've noticed I phantom brake sometimes. Meaning I hit the brakes when it's not necessary. One time I was driving around a bend and hit the brakes for a person that suddenly appeared around the bend on the side of the road.
 
Except it was a mailbox, not a person.
3/24/24, 10:27 PM  https://x.com/dirtytesla/status/1772087802655588429

   —-
Quote
Andrew Bartels
 
Drove home from dinner with a friend of mine last evening. When we got home he said oh we forgot to try the software where your Tesla drives itself. My response. V12 just drove you home and it was so good you didn’t notice.
3/24/24, https://x.com/adb1146/status/1771908023801311579

 
======
 
Quote
Sam Korus @skorusARK
 
A humanoid robot is less than a tenth the weight of a car, can the manufacturing ramp be 10x that of a vehicle?
Does that even matter? Seems like the constraint is going to be software capability not manufacturing capability.
3/26/24, 4:18 PM  https://x.com/skorusark/status/1772719731495084079
 
Elon Musk
Complexity per unit mass is much higher with humanoid robots, but still I think it ends up costing less than half of a car
 
< So 25k to 30k cost for a humanoid robot? 🤖
Elon Musk
Less over time
3/26/24, https://x.com/elonmusk/status/1772725390139695200
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nadir

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Re: Tesla glory/failure
« Reply #11412 on: March 28, 2024, 02:34:10 AM »
The new mandatory/desperate FSD beta sell strategy imposed onto Tesla US car buyers before delivery of their new cars.

This cartoon, sadly, is real. Musk emailed this new desperate sell strategy two days ago at 2AM Pac time to Tesla US employees setting it as a “hard requirement”, which for the Tesla employee means “do it by all means necessary or leave the company”.
« Last Edit: March 28, 2024, 02:40:00 AM by nadir »

Sigmetnow

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Re: Tesla glory/failure
« Reply #11413 on: March 28, 2024, 02:06:04 PM »
Here’s a few eye-opening “Best of FSD” maneuvers from the past few days that might challenge even the best human drivers.
Quote
Ashok Elluswamy
 
Handling many real-world situations, like construction, requires understanding and reasoning about the scene semantically and not just geometrically. That is why self-driving is an intelligence problem and not a sensor problem (i.e. needing LIDAR, Radar etc).
3/23/24, https://x.com/aelluswamy/status/1771649240302850158
 
➡️ pic.twitter.com/Y4Lguwsgbh  2.5 min FSD V12 handles a chaotic construction section like an expert.

“There is zero room for error here. 😬
The ability for FSD v12.3 to judge if an opposing car is going to stop or go on a yellow light is exceptional. This left on yellow is one of the most risky maneuvers to execute and I’m so glad that the team has worked on getting this perfected.”
➡️ pic.twitter.com/Yfo0w8jf6F  14 sec. Waiting in an intersection for speedy oncoming traffic to pass before turning left.  Will the other oncoming cars stop? Watch the traffic light in the camera view change to yellow.

➡️ pic.twitter.com/TsWWOWST7J  38 sec. Left turn, can’t see oncoming traffic because oncoming left turn lane is full. 

Encountering another car at a weird traffic calming device.
“FSD V12's ability to predict traffic flow (hardly even slowing down here) is seriously next level”
➡️ pic.twitter.com/gllbocmvNx  18 sec

—- 
And…

Car in the middle of executing a 3-point U-turn clears ego’s path, but ego waits for it to complete the maneuver.
➡️ pic.twitter.com/zdEScVTRzi    1min

“FSD respects chickens that wanna cross the road”
➡️ pic.twitter.com/xQMBZHI7lw  30 sec.

“While letting chickens crossing the road is cute and all, I want my FSD to always be alert for and courteous to humans crossing the road”
➡️ pic.twitter.com/uc63SBcuUP  15 sec.  2 oblivious jaywalkers.

 
—-
Here is a video discussion about FSD with Chuck Cook, of “Unprotected Left” fame, who is also an airline pilot and flight instructor, sharing insights on the human/FSD interface.
1 hr
➡️ pic.twitter.com/PP1emPtUp5
 
3/20/24, https://x.com/farzyness/status/177056436424589314
 
To get to Level 5, cars may need to have the side cameras near the front of the car, rather than on the B pillar, which causes unsafe “peeking.”  But cameras in the next gen cars (robotaxis) could be located near the headlights.  Or, Current Gen vehicles could be Level 5 in 99.5% of locations — they are almost level 5 on highways today — and the car will avoid difficult unprotected left turns, say, or intersections known to be blocked by trees.
« Last Edit: March 29, 2024, 06:42:16 PM by Sigmetnow »
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nadir

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Re: Tesla glory/failure
« Reply #11414 on: March 28, 2024, 04:30:17 PM »
Happy to hear. Waiting patiently for regulators to certify FSD as level 4/5.

Sigmetnow

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Re: Tesla glory/failure
« Reply #11415 on: March 29, 2024, 06:08:57 PM »
—- BREAKING: Tesla's FSD free trial is starting to roll out to Tesla owners in the U.S. that didn't previously purchase FSD.
 
No “Beta” in sight.  It’s “Full Self-Driving (Supervised)”
Quote
Within the next few weeks, over 1.7 million Tesla owners in North America will get to try FSD Beta for free for the first time via this trial.
   —-
Free trial users are getting FSD Beta version 12.3.2.1
3/29/24, 10:27 AM  https://x.com/sawyermerritt/status/1773718754339221790
➡️ pic.twitter.com/kB8fIGVD5e  Display image of software version.
 
⬇️  Image of Tesla’s notification below.

——
Quote
AI DRIVR
No fancy graphics, but FSD likely saved me from an accident today
I was so focused on the guy to the right (half way into the intersection) that I didn't even see the car to my left pulling out. They were in my A-pillar blind spot
Thank you @Tesla_AI, seriously
3/27/24, 11:04 PM. https://x.com/aidrivr/status/1773184292283117891
 
➡️ pic.twitter.com/yIEmXQM2yu  15 sec.

Quote
AI DRIVR
My wife's first time using FSD V12 and this happens
She mentioned her sun visor was down because of the sun glare and didn't know why the car was braking, until...
➡️ pic.twitter.com/zUOlganOH9  11 sec.  Bicyclist!

—-
Tesla Europe & Middle East
Delivered our 200,000th Tesla in the UK! Thank you to our owners, you’re ace 💯 pic.twitter.com/NmnIrDAu0N 
3/28/24, https://x.com/teslaeurope/status/1773363160755388872

—-
Tesla Europe & Middle East
Just delivered our 20,000th Tesla in Israel 🇮🇱 pic.twitter.com/VmqdhEwLr0 
3/29/24, https://x.com/teslaeurope/status/1773729805952745590
 
 
—- Cybertruck
 
A record ~470 Cybertrucks spotted at Giga Texas today. Production ramp seems to be going well.
Full video from Brad Sloan: https://www.youtube.com/watch?v=TugmQ41dpUE&feature=youtu.be
3/28/24,  https://x.com/sawyermerritt/status/1773476255007904009
➡️ pic.twitter.com/TAv5EIc6EQ  drone pics

 
Will Cybertruck outsell the Ford F-150 Lightning and Rivian R1T combined in 2024?
3/28/24, https://x.com/sawyermerritt/status/1773377518583582960

Quote
AJ @alojoh
 
Marques describes the excitement around the Tesla Cybertruck. His experience is consistent with countless other reports at this point.
Let’s recap: The Cybertruck has been on the market for almost 4 months. Before, we watch for several months alphas driving around America.
The fact that Cybetruck after all these months continues to create so excitement is a testament of the enormous consumer interest.
 
This made me think: Could the Cybertruck become in the trucks world what the Model Y became in the SUV world – the globally best selling vehicle in its category?
 
In the tech world there is a term for this: "Category killer"

 
3/27/24, https://x.com/alojoh/status/1773118107575292283
 
➡️ pic.twitter.com/wdq2PQ5kdl  1 min. Battery keeps draining from all the Sentry mode events of people walking up and checking out the vehicle.  Almost dangerous, when they speed up alongside to get a better video.
« Last Edit: March 29, 2024, 06:17:00 PM by Sigmetnow »
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nadir

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Re: Tesla glory/failure
« Reply #11416 on: March 29, 2024, 09:20:54 PM »
Sounds pretty rushed. Rushing a critical safety system is never a good idea, ask Boeing leadership.

We’ll see.

Sigmetnow

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Re: Tesla glory/failure
« Reply #11417 on: March 30, 2024, 03:11:36 PM »
—- BREAKING: Tesla's FSD free trial is starting to roll out to Tesla owners in the U.S. that didn't previously purchase FSD.
Sounds pretty rushed. Rushing a critical safety system is never a good idea, ask Boeing leadership.
 
Doesn’t sound rushed, if ‘Tesla has been promoting FSD for years but hasn’t produced it yet!’
 

To get to Level 5, cars may need to have the side cameras near the front of the car, rather than on the B pillar, which causes unsafe “peeking.”  But cameras in the next gen cars (robotaxis) could be located near the headlights.  Or, Current Gen vehicles could be Level 5 in 99.5% of locations — they are almost level 5 on highways today — and the car will avoid difficult unprotected left turns, say, or intersections known to be blocked by trees.
Happy to hear. Waiting patiently for regulators to certify FSD as level 4/5.
 
    - - -
Now here’s Chuck Cook demonstrating how FSD V12 hangs back from the stop line at an unprotected left because there’s a big tree that would obstruct its view if it went up to the line the way it does with V11. 
Quote
Chuck Cook
Here is a highlight clip from my upcoming FSDBeta v12.3.1 First Impressions drive. Another great example of how the current approach is using situational context to solve problems. Nice work @Tesla_AI
3/28/24, https://x.com/chazman/status/1773401606349885526
 
➡️ pic.twitter.com/AjlEfL1agT  Only 1 minute.

—-
Quote
Edge Case
So a month ago when I was testing FSD v12.2.1 I told you guys how all my issues from v11 had magically disappeared. I had a dozen or so video clips showing you improvements between the two versions. What I didn’t have for you was the actual meticulously recorded data to prove it. Well I present to you  @eliasmrtnz1 The data guy! Here is his every single mile driven going back to v10 and percent of disengagements at the same location. Check out the statistic for 12.3. A big fat 0%
 
“All my persistent disengagements are solved” 😳

Bravo to Elias for the dedication of tracking this so closely and bravo to the @Tesla_AI team for the incredible work on v12 over the last year 👏
3/28/24, https://x.com/edgecase411/status/1773385196085354502

 
Elias Martinez @eliasmrtnz1
#DataInsights 120:
How many of my persistent disengagements (DE) have been resolved in 12.3?
 
The results are the most mind-blowing thing I've seen for data on FSD in 2+ years, but I need to lay some ground work. Using the @EVGuyCanada app, I can track a DE by type & in the same location within 110 meters. You may have seen this before where we can see persistent DE across versions. We can see in 11.4.x that I had literally hundreds of persistent disengagements.

… you wanted to see %, & 12.3 shows 0%...that is the most mind-blowing part! After driving 500+ miles on 12.3, the data currently shows that ALL of my persistent DE have been resolved...this is not a typo...All of them! We'll see if this result holds, but let's look at the data from a few more angles.
3/28/24, 6:09 AM  https://x.com/eliasmrtnz1/status/1773291436936413524
Long post with several graphs. One below. ⬇️ Its last bar is 0%.
« Last Edit: March 30, 2024, 03:30:26 PM by Sigmetnow »
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Sigmetnow

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Re: Tesla glory/failure
« Reply #11418 on: March 30, 2024, 05:55:59 PM »
NEWS: Tesla's free FSD trial has officially launched in Canada.
3/30/24, 10:33 AM  https://x.com/sawyermerritt/status/1774082461292544442
 
——
 
FSD First-timers report in.
Quote
Sawyer Merritt
Have you or anyone you know gotten the free Tesla FSD trial yet and tried FSD Beta for the first time? If so, how'd the experience go?
3/30/24, 10:43 AM. https://x.com/sawyermerritt/status/1774085053397483805
LOTS of replies. Overwhelmingly positive.

This is probably about as close to the future’s imagined “flipping a switch and all Tesla’s become autonomous” as we will ever see, given the various regulatory bodies in different countries and regions.
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nadir

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Re: Tesla glory/failure
« Reply #11419 on: March 30, 2024, 10:48:09 PM »
What I mean rushed is the sudden push of FSD even as a free trial. This will lead to a sudden increase in usage and data, but also possibly of accidents due to misuse, since human supervision still required.

Does Tesla team see V12 greatly improving as it is trained with real data  (it’s a possibility that they need fresh data) or is this just a commercial strategy from Musk to save FSD as his email to employees suggested? Time will tell.

Sigmetnow

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Re: Tesla glory/failure
« Reply #11420 on: March 31, 2024, 04:00:18 PM »
What I mean rushed is the sudden push of FSD even as a free trial. This will lead to a sudden increase in usage and data, but also possibly of accidents due to misuse, since human supervision still required.

Does Tesla team see V12 greatly improving as it is trained with real data  (it’s a possibility that they need fresh data) or is this just a commercial strategy from Musk to save FSD as his email to employees suggested? Time will tell.

The bulk of the free trial is for existing owners.  They are familiar with the ADAS concept, having had access at the very least to the version of Autopilot that comes standard with every Tesla.  I see many comments on 𝕏 from people who stopped using Autopilot or FSD Beta because it did not meet their expectations — but changed their mind after testing FSD V12.  Sure, a few report they still have problems.  But many more admit that they have posted negative comments about the system in the past but may now have to change their tune.
 
New owners got their introduction when they picked up their car, as Musk required.
 
Is the media filled with stories of hundreds of Teslas crashing in the past few days?  No.  This is another indication that, although FSD is not perfect, it’s almost as good as humans at driving — and it makes up for any control/decision shortcomings with its advantages of multiple cameras and lack of distractions.  It’s just that good.
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Sigmetnow

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Re: Tesla glory/failure
« Reply #11421 on: March 31, 2024, 04:11:26 PM »
—- Tesla:  Produced our 6 millionth car!
Quote
Thank you to our owners & teams around the world for your support & hard work—it truly matters.
🌎🌍🌏❤️
3/29/24, 2:12 PM  https://x.com/tesla/status/1773775354315841596
pic.twitter.com/F4IeQtK0PS   3 sec: group in factory, cheers
 
< This comes just 6.5 months after Tesla produced its 5 millionth vehicle. A rate of 1 million vehicles every ~6 months.

Tesla Australia & New Zealand
100k Tesla vehicles on the road in Australia 🙌🦘🇦🇺
Thanks to our owners for helping us accelerate the world’s transition to sustainable energy!
3/28/24, 12:04 AM  https://x.com/teslaaunz/status/1773199397930602928
 
Roland Pircher
Tesla was the best-selling brand in Norway almost every day of the quarter. 🇳🇴
Knowing that we are far from a record quarter, you can imagine how well other brands are doing.
Market share for March is expected to rise above 30%. The highest since March last year.
3/28/24, 6:44 AM  https://x.com/piloly/status/1773300169208992196
pic.twitter.com/sbc5X4FfWZ  Graphs
   
< WMC: I have a feeling that Tesla’s “terrible quarter” will be bigger than all other American automakers EV numbers… combined.

—- Tesla Energy — Megapacks
Sawyer Merritt
NEWS: A record 446 Tesla Megapacks worth ~$700M spotted at their Lathrop Megafactory today, a 31% increase vs the previous record.
Tesla's Energy Generation and Storage business profits nearly quadrupled in 2023. Revenue was $6B last year.
 
Video: https://www.youtube.com/watch?v=5kjGqVaD4FM&feature=youtu.be
 
3/28/24, 4:50 PM. https://x.com/sawyermerritt/status/1773452541990252737
pic.twitter.com/8lrq9ZFAiB   4 drone pics: rows & rows of Megapacks!

Quote
< As for next week's Q1 results, instead of talking about delivery numbers, which we already more or less know, everyone should be talking about Tesla Energy and how much deferred Megapack revenue and profit might be recognized and accounted for in Q1.
 
Cern Basher
Tesla Energy - Accelerating
Digging into the growth in Tesla Energy it appears to be even stronger than reported.
Reported Revenue in 2023 rose 54%.
 
But Indicative Revenue (my term) rose 125%.
Reported Revenue: One year ago (as of Q4 22) Tesla Energy generated $3.9 billion…
1/29/24, https://x.com/cernbasher/status/1751963928542781758
pic.twitter.com/2rx4x6VoVy  Long post with graphs.

—- FSD
 
As I posted previously, Free Trial users are getting FSD Beta version 12.3.2.1
Quote
Sawyer Merritt
NEWS: FSD Beta v12.3.3 is now rolling out in the U.S.
The pace of progress is 🔥 pic.twitter.com/LuKFt08THm 
 
< How do you measure pace of progress?
SM: Pace of progress in terms of rollout speed. They've been putting out new updates quicker than before. Maybe this is partly due to there being no compute constraint anymore.
3/30/24, 8:30 PM. https://x.com/sawyermerritt/status/1774232797445587133

Quote
Elon Musk
Yeah, 99% of people have no idea.
And improvement will accelerate dramatically now that we are no longer AI training compute constrained.
3/22/24, 1:43 AM https://x.com/elonmusk/status/1771050036807295427

 
—- FSD V12 conquers the Monorail Pillars of Death!
Quote
Matthew Donegan-Ryan
 
FSD FINAL BOSS “THE MONORAIL” HAS BEEN DEFEATED!
 
I have attempted @Gfilche’s Seattle Monterey test on every version of FSD Beta over the past year, it has never successfully completed the turn.
 
Today while running FSD v12.3, it passed with flying colors every time!
3/30/24,  https://x.com/matthewdr/status/1774198055795077307
➡️ pic.twitter.com/pSC3dnLE5N  2 min.
 
   —-
 
How V11 handled it:
Matthew Donegan-Ryan
I was in downtown Seattle for a meeting and decided to try @Gfilche’s infamous monorail test with Tesla FSD beta.
Let’s just say I won’t be trying this test one handed again.
6/12/23, https://x.com/matthewdr/status/1668337364991881216
 
➡️ pic.twitter.com/7GOAa84bXi  24 sec. Invents a new expletive in the process. 😂


=====
 
—- Giga Berlin
Quote
Chancellor Olaf Scholz says he supports the expansion of Tesla's Giga Berlin factory.
 
He hopes Tesla will develop in Brandenburg the same way as Ford in Cologne, whose plant has existed there for almost 100 years and where the partnership between the company and the city offers promise for the future. “That’s why I’m in favor of further expansion of [the Tesla] factory,”
 
➡️ https://driveteslacanada.ca/news/tesla-giga-berlin-expansion-receives-support-from-chancellor-scholz/
 
3/28/24, https://x.com/sawyermerritt/status/1773449245565088224

=====
 
—- Gen2 pre-order speculation
Quote
The Limiting Factor
I don't think there's going to be a deposit on the compact vehicle.
I think the time frame between unveiling and release will be compressed.
For example, we already know that they're working on the line for the vehicle.
For every other vehicle Tesla has released, they did the unveiling months or years before working on the line.
 
3/30/24, 10:33 AM  https://x.com/limitingthe/status/1774082546998841805
    —-
What are the odds that when Tesla opens up orders for the compact vehicle or RoboTaxi that it's
 
"Limit five per customer"
 
Or something to that effect.
With the earnings potential, it would be silly not to order as many as you can.
 
3/30/24, 8:45 AM  https://x.com/limitingthe/status/1774055330546069853
« Last Edit: March 31, 2024, 04:27:56 PM by Sigmetnow »
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Sigmetnow

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Re: Tesla glory/failure
« Reply #11422 on: April 01, 2024, 07:47:14 PM »
What I mean rushed is the sudden push of FSD even as a free trial. This will lead to a sudden increase in usage and data, but also possibly of accidents due to misuse, since human supervision still required.

Does Tesla team see V12 greatly improving as it is trained with real data  (it’s a possibility that they need fresh data) or is this just a commercial strategy from Musk to save FSD as his email to employees suggested? Time will tell.

The bulk of the free trial is for existing owners.  They are familiar with the ADAS concept, having had access at the very least to the version of Autopilot that comes standard with every Tesla.  I see many comments on 𝕏 from people who stopped using Autopilot or FSD Beta because it did not meet their expectations — but changed their mind after testing FSD V12.  Sure, a few report they still have problems.  But many more admit that they have posted negative comments about the system in the past but may now have to change their tune.
 
New owners got their introduction when they picked up their car, as Musk required.
 
Is the media filled with stories of hundreds of Teslas crashing in the past few days?  No.  This is another indication that, although FSD is not perfect, it’s almost as good as humans at driving — and it makes up for any control/decision shortcomings with its advantages of multiple cameras and lack of distractions.  It’s just that good.

Additionally, Tesla doesn’t just throw a new software version out there and hope for the best.  After extensive computer testing, a few high-level employees are given the update to test themselves.  Then it is rolled out to employees who test it, and then a special access group, which includes some non-employee vehicles.  Then, if all goes well, the new version is released to a few hard core testers in the wild like Whole Mars, AI Driver, Edge Case, and Chuck Cook.

All the while, Tesla engineers are reviewing the data and the feedback from users, and comparing it to previous releases.  It will be evident from this early testing whether the new version needs tweaking or is safe to roll out.  Teslascope has noted the company feedback for v12 has been the most positive of any update so far.

And Tesla does not download the new software to every car in one fell swoop.  The rollout is gradual, so if problems arise it can be halted until an improved version is available, which has been done from time to time.  According to apps and folks with access to user data, somewhere between 5 and 25% of the fleet currently has v12. (Tesla owners need to connect to wifi and choose to update, if they are notified an update is available for them.)  Much griping on 𝕏 from those who want it but do not have it yet!
 
https://teslascope.com/software
« Last Edit: April 01, 2024, 07:56:52 PM by Sigmetnow »
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Sigmetnow

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Re: Tesla glory/failure
« Reply #11423 on: April 01, 2024, 07:50:13 PM »
Not a threat, but currently the closest competition:

NEWS: BYD sold 300k BEVs in Q1 2024.
 
BYD sold 300,114 passenger BEVs in the first quarter, up 13.4 percent year-on-year but down 42.99 percent from the fourth quarter last year.
https://cnevpost.com/2024/04/01/byd-sales-mar-2024/

 
We should get numbers for Tesla tomorrow.
 
FWIW, analysts are expecting a delivery number of ~431k.
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nadir

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Re: Tesla glory/failure
« Reply #11424 on: April 01, 2024, 08:12:42 PM »
Tesla simps, shills, grifters, Musk “friends”, all those benefiting from X algorithms and Tesla hype and hubris, have gone overdrive in advertising mode. I wonder why. Maybe tomorrow we will know more.

Just check the arrogance of the individual below.

NeilT

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Re: Tesla glory/failure
« Reply #11425 on: April 01, 2024, 08:53:39 PM »
Tesla simps, shills, grifters, Musk “friends”, all those benefiting from X algorithms and Tesla hype and hubris, have gone overdrive in advertising mode. I wonder why. Maybe tomorrow we will know more.

Just check the arrogance of the individual below.

You know for Tesla to counteract an unhealthy negative bias all you need to do is wait 6 months or so.

I am much more patient these days.
Being right too soon is socially unacceptable.

Robert A. Heinlein

NeilT

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Re: Tesla glory/failure
« Reply #11426 on: April 01, 2024, 08:56:00 PM »
I was hoping, for once, that Tesla would release the numbers on April 1st.  Thus leaving everyone to wonder if it was an April fool or not.

But I guess the SEC would take a rather dim view, go all poe faced and start having a go at Elon again.

Perhaps the markets should be shut on April 1st.  It could make it much more interesting.
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Sigmetnow

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Re: Tesla glory/failure
« Reply #11427 on: April 01, 2024, 08:56:11 PM »
Just check the arrogance of the individual below.

Quote
Sawyer Merritt

Most people have no clue how affordable Teslas have become.

Most people have no clue how many Supercharger stations there are and their 99.97% uptime rating.

Most people have no clue that an EV (Model Y) was the best-selling car in the world in 2023.

Most people have no clue that an EV (Model Y) is the most American made vehicle.

Nearly everybody has no clue how good FSD is now.
3/31/24, 11:44 PM  https://x.com/sawyermerritt/status/1774644068187816215

Are any of those statements false?  Is it arrogant to state the truth?
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Sigmetnow

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Re: Tesla glory/failure
« Reply #11428 on: April 01, 2024, 09:01:01 PM »
I was hoping, for once, that Tesla would release the numbers on April 1st.  Thus leaving everyone to wonder if it was an April fool or not.

Quote
Last year for April Fools, @Tesla gave us the most frustrating video ever lol.
Quote
Tesla
Cybertruck crash test
4/1/23, 9:48 AM  https://x.com/tesla/status/1642162058258001920
 
➡️ pic.twitter.com/MIhJbxLXuP   36 sec.

Sawyer Merritt
For those curious, Tesla did release the final crash test footage:
 
➡️ pic.twitter.com/yDTWHS9u4M 14 sec.
4/1/24, https://x.com/sawyermerritt/status/1774864065933779043
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Sigmetnow

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Re: Tesla glory/failure
« Reply #11429 on: April 01, 2024, 09:44:53 PM »
Here’s a handy guide to some of the prominent Teslaverse folks on 𝕏, which may help everyone better understand their posts.
Hopefully the mods allow it here.  Check out the comments on 𝕏 for more.
 
Quote
Jowua
 
[Q1] is nearly complete, so here is our updated Tesla X Alignment Chart:
- @elonmusk  returns as he is talking about Tesla again. Position is Chaotic Good, obviously
- @teardowntitan  as True Neutral, and we ask for his apologies for not adding him sooner. This was a tough category placement, but his former and current opinion of Tesla proves neutrality
- @ZacksJerryRig  added for being a Ford shill while pretending to be neutral
- @TeslaPodcast removed 😭, no replacement for now. Taking suggestions for Q2
- Added @stevenmarkryan to Chaotic Good because you all wouldn’t stop talking about it last time
- @jimcramer  added as Lawful Evil
- @jeremyjudkins_ ’s changes positions every day, but ended up behind Earl
- That fucking cat @TSLAFanMtl  is moved to Neutral Evil with the rest of the “analysts”, as the evil has taken over him. We anticipate a return to Neutral if he finally buys a Tesla
- After a long deliberation, @GerberKawasaki moved to Neutral evil For softening position, though we are keeping close watch
- FactsChaser was a consideration, but there is no “dumb f&#k” category
- Removed ourselves because who cares
3/29/24, https://x.com/jowualife/status/1773779455112040724
⬇️ Image below from: pic.twitter.com/eTJHUD5rtE 
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nadir

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Re: Tesla glory/failure
« Reply #11430 on: April 02, 2024, 01:19:57 PM »
Just check the arrogance of the individual below.

Quote
Sawyer Merritt

Most people have no clue how affordable Teslas have become.

Most people have no clue how many Supercharger stations there are and their 99.97% uptime rating.

Most people have no clue that an EV (Model Y) was the best-selling car in the world in 2023.

Most people have no clue that an EV (Model Y) is the most American made vehicle.

Nearly everybody has no clue how good FSD is now.
3/31/24, 11:44 PM  https://x.com/sawyermerritt/status/1774644068187816215

Are any of those statements false?  Is it arrogant to state the truth?

“Most people don’t have a clue…” is not a very humble way to explain that most people don’t care about Tesla. Definitely most people cannot afford a Tesla. But Merritt speaks as if we all would live in big houses at Palo Alto, or Bergen, and should know about Tesla, should be thrilled about it… and all that. 🙄

Affordable? 🙄
FSD “so good”? 🙄 according to which metrics or what technical paper?

This is called propaganda but even that it is done very poorly, Merritt is not very good advertiser.

nadir

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Re: Tesla glory/failure
« Reply #11431 on: April 02, 2024, 01:55:24 PM »
Not sure if this story has been brought here already but it deserves a read.
Tesla FSD fatal crash.

https://www.washingtonpost.com/technology/interactive/2024/tesla-full-self-driving-fatal-crash/

Sigmetnow

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Re: Tesla glory/failure
« Reply #11432 on: April 02, 2024, 03:05:25 PM »
Sawyer Merritt
BREAKING: Tesla delivered 386,783 vehicles in Q1. Wall St was expecting ~431k. Total Q1 production was 433,371.

Tesla: "Decline in volumes was partially due to the early phase of the production ramp of the updated Model 3 at our Fremont factory and factory shutdowns resulting from shipping diversions caused by the Red Sea conflict and an arson attack at Gigafactory Berlin."

Tesla also reported record Megapack installations for the first time on a delivery report: 4,053 MW
 
4/2/24, 9:02 AM. https://x.com/sawyermerritt/status/1775146866792968311
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Re: Tesla glory/failure
« Reply #11433 on: April 02, 2024, 03:27:53 PM »
A 50k difference between production and deliveries? And the given reason is factory shutdown and production ramps? Fishy and more fishy. No wonder a 7% down is the reaction, wouldn't be surprised to see it grow in magnitude.

Sigmetnow

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Re: Tesla glory/failure
« Reply #11434 on: April 02, 2024, 03:28:14 PM »
Just check the arrogance of the individual below.

Quote
Sawyer Merritt

Most people have no clue how affordable Teslas have become.

Most people have no clue how many Supercharger stations there are and their 99.97% uptime rating.

Most people have no clue that an EV (Model Y) was the best-selling car in the world in 2023.

Most people have no clue that an EV (Model Y) is the most American made vehicle.

Nearly everybody has no clue how good FSD is now.
3/31/24, 11:44 PM  https://x.com/sawyermerritt/status/1774644068187816215

Are any of those statements false?  Is it arrogant to state the truth?

“Most people don’t have a clue…” is not a very humble way to explain that most people don’t care about Tesla. Definitely most people cannot afford a Tesla. But Merritt speaks as if we all would live in big houses at Palo Alto, or Bergen, and should know about Tesla, should be thrilled about it… and all that. 🙄

Affordable? 🙄
FSD “so good”? 🙄 according to which metrics or what technical paper?

This is called propaganda but even that it is done very poorly, Merritt is not very good advertiser.

Propaganda and advertising are for those who don’t know anything about Tesla.  And as such are rarely “humble.”

This is “preaching to the choir.”  This is reminding people who already like Tesla that there are so many others out there who have yet to be converted. 

A Model 3 can be purchased for $8,000 less than the average price of a new car.  That’s an affordable new car, for all those who are looking for one. 
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nadir

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Re: Tesla glory/failure
« Reply #11435 on: April 02, 2024, 03:34:10 PM »
Sawyer Merritt
BREAKING: Tesla delivered 386,783 vehicles in Q1. Wall St was expecting ~431k. Total Q1 production was 433,371.

Tesla: "Decline in volumes was partially due to the early phase of the production ramp of the updated Model 3 at our Fremont factory and factory shutdowns resulting from shipping diversions caused by the Red Sea conflict and an arson attack at Gigafactory Berlin."

Tesla also reported record Megapack installations for the first time on a delivery report: 4,053 MW
 
4/2/24, 9:02 AM. https://x.com/sawyermerritt/status/1775146866792968311

It was worse than anticipated. Now all the angry arrogant posts of the Tesla tribe and the overdriven Tesla and FSD ads of late are explained.

Sigmetnow

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Re: Tesla glory/failure
« Reply #11436 on: April 02, 2024, 03:40:51 PM »
A 50k difference between production and deliveries? And the given reason is factory shutdown and production ramps? Fishy and more fishy. No wonder a 7% down is the reaction, wouldn't be surprised to see it grow in magnitude.

Horrible.  But have you seen BYD’s numbers?  I posted above:
➡️ https://forum.arctic-sea-ice.net/index.php/topic,2406.msg398099.html#msg398099

The entire industry is struggling.  Tesla is still at the top.
Quote
Despite the P/D report miss, Tesla still sold 28% more EVs in Q1 than BYD. The MSM crowned BYD as the new #1 a few months ago, but it lasted just a single quarter.

Barring any unexpected issues, some of the headwinds that Tesla experienced in Q1 won't be present in Q2. Brutal quarter, but Tesla will move past it.
https://x.com/sawyermerritt/status/1775154711957570005

BREAKING: $TSLA CHINA INSURED 17,300 CARS LAST WEEK 👀
This is a new record for 2024!
https://x.com/thesonofwalkley/status/1775067240661930219

< Tesla looks set to regain its crown as the world's biggest electric carmaker as BYD sales tumble
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Re: Tesla glory/failure
« Reply #11437 on: April 02, 2024, 03:42:54 PM »

It was worse than anticipated. Now all the angry arrogant posts of the Tesla tribe and the overdriven Tesla and FSD ads of late are explained.

A few more punches like this and the Tesla tribe will lose heart in the project, just wait and see!
Have a ice day!

Sigmetnow

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Re: Tesla glory/failure
« Reply #11438 on: April 02, 2024, 03:46:07 PM »

It was worse than anticipated. Now all the angry arrogant posts of the Tesla tribe and the overdriven Tesla and FSD ads of late are explained.

A few more punches like this and the Tesla tribe will lose heart in the project, just wait and see!
😂
People who say it cannot be done should not interrupt those who are doing it.

nadir

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Re: Tesla glory/failure
« Reply #11439 on: April 02, 2024, 06:03:59 PM »
The next model/variant to be presented by Tesla is Model 3 Ludicrous. Great just what I needed! 😭

https://electrek.co/2024/04/01/is-tesla-about-to-unveil-the-model-3-ludicrous-plaid/

vox_mundi

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Re: Tesla glory/failure
« Reply #11440 on: April 02, 2024, 06:54:25 PM »
“There are three classes of people: those who see. Those who see when they are shown. Those who do not see.” ― anonymous

Insensible before the wave so soon released by callous fate. Affected most, they understand the least, and understanding, when it comes, invariably arrives too late

nadir

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Re: Tesla glory/failure
« Reply #11441 on: April 02, 2024, 07:07:37 PM »
If you want to see FSD 12.3.3 completely ignore a red light at ~ 40 mph, go to 1:35 of this video:


NeilT

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Re: Tesla glory/failure
« Reply #11442 on: April 02, 2024, 11:27:02 PM »
A 50k difference between production and deliveries? And the given reason is factory shutdown and production ramps? Fishy and more fishy. No wonder a 7% down is the reaction, wouldn't be surprised to see it grow in magnitude.

Did you track the current ships with Tesla's which are delivering?

Today there are 8 ships either in transit or at their destination ports.  3 of which are on their way around the Cape.

Each trip round the cape delays the vehicle deliveries from Shanghai by two weeks.  But also delays the return of the ship by another 2 weeks.  Meaning more and more ships are out of position and taking longer to deliver.

Some of these ships carry 6,000 vehicles.

It is not a hard calculation.

The reason for 433k production instead of 450k or 460k is simple, Berlin was down for a month and Fremont has been constrained with the Model 3 refresh launch.

You can either take the view that Tesla is in trouble or you can look at the reality of the situation and recognise that Tesla is going to be running 50k to 60k additional vehicles in transit every quarter until the Suez is available again as a reliable transit route.

Also reality says that until Berlin is back to full operations and Fremont is back to full operations, production will also be constrained.

None of this is a rousing cheer for Tesla, more an objective view of the situation.

Tesla has chosen to ramp CyberTruck and build out the Next Gen lines in Texas over faster ramps of the Model Y at Berlin and Texas.  Which means 2024 will be a low growth year.  Probably 2025 too.

FSD?  No point in going there.  The changes are dramatic and visible but no point in betting anything on that until we see if DoJo compute can ramp as fast as expected and if the training sledgehammer will break the glass ceiling.  No bets on FSD until we see more of the bi weekly updates (if the cadence holds).

In the end it is a nothing burger which may be a stock buying opportunity.
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Sigmetnow

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Re: Tesla glory/failure
« Reply #11443 on: April 03, 2024, 12:32:33 AM »
If you want to see FSD 12.3.3 completely ignore a red light at ~ 40 mph, go to 1:35 of this video:

Ignore?  Maybe not.  The light changed to red only two seconds before the car entered the intersection (I can only see the yellow light for one second before that.).  At the speed the car was traveling, it probably could not have stopped before reaching the intersection — the AI may well have calculated that.  Also, the crossing light was still red as the car passed under it, and there were no cars waiting to cross, so there was no risk of a collision.  Technically illegal, but probably the safest option, in this case.

Human drivers would probably also choose to run the red light in this situation, rather than slamming on the brakes.  I wouldn’t blame them.
People who say it cannot be done should not interrupt those who are doing it.

nadir

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Re: Tesla glory/failure
« Reply #11444 on: April 03, 2024, 12:44:36 AM »
If you want to see FSD 12.3.3 completely ignore a red light at ~ 40 mph, go to 1:35 of this video:

Ignore?  Maybe not.  The light changed to red only two seconds before the car entered the intersection (I can only see the yellow light for one second before that.).  At the speed the car was traveling, it probably could not have stopped before reaching the intersection — the AI may well have calculated that.  Also, the crossing light was still red as the car passed under it, and there were no cars waiting to cross, so there was no risk of a collision.  Technically illegal, but probably the safest option, in this case.

Human drivers would probably also choose to run the red light in this situation, rather than slamming on the brakes.  I wouldn’t blame them.

The human that was behind the wheel said, seconds before reaching the light, something like “why is it going so fast” (not literal quote). Obviously the human would have reduced the speed significantly in view of the imminent red light. Since the guy doing the video was letting the FSD more autonomy than he should have (that’s the purpose of that kind of videos), it is clear FSD latest version is far from a Level 4/5 certification, it responded absolutely recklessly to that red light!!

I’ll buy the hype when this assassin thing is improved infinitely to become Level 4 or 5.

Sigmetnow

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Re: Tesla glory/failure
« Reply #11445 on: April 03, 2024, 12:51:09 AM »
If you want to see FSD 12.3.3 completely ignore a red light at ~ 40 mph, go to 1:35 of this video:

Ignore?  Maybe not.  The light changed to red only two seconds before the car entered the intersection (I can only see the yellow light for one second before that.).  At the speed the car was traveling, it probably could not have stopped before reaching the intersection — the AI may well have calculated that.  Also, the crossing light was still red as the car passed under it, and there were no cars waiting to cross, so there was no risk of a collision.  Technically illegal, but probably the safest option, in this case.

Human drivers would probably also choose to run the red light in this situation, rather than slamming on the brakes.  I wouldn’t blame them.

The human that was behind the wheel said, seconds before reaching the light, something like “why is it going so fast” (not literal quote). Obviously the human would have reduced the speed significantly in view of the imminent red light. Since the guy doing the video was letting the FSD more autonomy than he should have (that’s the purpose of that kind of videos), it is clear FSD latest version is far from a Level 4/5 certification, it responded absolutely recklessly to that red light!!

I’ll buy the hype when this assassin thing is improved infinitely to become Level 4 or 5.

What was the speed limit on the road? 
How fast was the car going?  I can’t read the numbers on the display.
Slamming on the brakes risks a rear-end collision.
Human assassins speed up to get through yellow lights all the time.  But the AI can calculate the physics and its surroundings faster and better.  Maybe not in this case, but maybe so.

I’ve seen V12 expertly handle enough quick, tight situations to say there’s a good chance it knew exactly what was the safest way to handle a situation like this.

EDIT to add: It seems the car was operating on Level 4/5, since the human driver saw no need to slow the vehicle, and took no action to prevent it from entering the intersection. “Oh look, we just ran a red light.”  Who is the superior driver here?
« Last Edit: April 03, 2024, 02:58:04 PM by Sigmetnow »
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The Walrus

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Re: Tesla glory/failure
« Reply #11446 on: April 03, 2024, 03:51:39 AM »
Tesla reported an 8% drop in sales for Q1 2024 compared to 2023.  This was worse than the most pessimistic of forecasts.  As a result Tesla stock plunged 5%, addibg to previous losses this year.

https://amp.cnn.com/cnn/2024/04/02/business/tesla-sales

GrauerMausling

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Re: Tesla glory/failure
« Reply #11447 on: April 03, 2024, 01:06:06 PM »
However, the market consensus is for lower sales in 2024 compared to 2023 (both in the U.S. and globally).

In the last earnings report, Tesla projected a lower rate of growth for 2024 — not lower sales.  Many outlets misunderstood this.

This didn't age well, or did it?

Sigmetnow

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Re: Tesla glory/failure
« Reply #11448 on: April 03, 2024, 02:54:47 PM »
However, the market consensus is for lower sales in 2024 compared to 2023 (both in the U.S. and globally).

In the last earnings report, Tesla projected a lower rate of growth for 2024 — not lower sales.  Many outlets misunderstood this.

This didn't age well, or did it?

Well, not for Q1. ;)  But the year is young yet.
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NeilT

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Re: Tesla glory/failure
« Reply #11449 on: April 03, 2024, 03:20:20 PM »
Slamming on the brakes risks a rear-end collision.
Human assassins speed up to get through yellow lights all the time.  But the AI can calculate the physics and its surroundings faster and better.  Maybe not in this case, but maybe so.

I’ve seen V12 expertly handle enough quick, tight situations to say there’s a good chance it knew exactly what was the safest way to handle a situation like this.

EDIT to add: It seems the car was operating on Level 4/5, since the human driver saw no need to slow the vehicle, and took no action to prevent it from entering the intersection. “Oh look, we just ran a red light.”  Who is the superior driver here?

Whilst running a red which has been red for a while is totally wrong, running a light which has just turned red, rather than screeching to a halt and overrunning the junction is a valid response to a light which turns red more quickly than you expect.

Whilst Amber is to warn you to prepare for a red light and to stop, there are times when slowing, even on an amber, from where you are, is not a safe thing to do. Depending on traffic around you and how it is driving.

It will take time for the AI to understand these nuances just as it does a human.

What everyone needs to understand is the different way an AI learns as opposed to a human.

The human learns in the car during the drive.
The AI learns after the journey is over with an "after drive review".

It is an important distinction and Exactly why the human, supervising the AI, needs to do the right interventions.  Because this is a critical part of the training.

And, yes, you can say that Tesla should not be asking customers to be part of the training/learning of the AI.  But then my take is that if they don't there will never be general AI driving and this is what Tesla owners want and if they are willing to give their time even, though they have paid for the software, that is up to them.
Being right too soon is socially unacceptable.

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