Tesla’s overnight and daytime price swings around $425-450 and the day ended at $436. The sell-off was due to disappointment over the new affordable Model 3 and Y not being as revolutionary or cheap as some hoped.
Expecting a strong Q3 earnings call on October 22, EPS beats (65–75¢ vs. analyst 39–59¢ estimates) . Energy growth and possible FSD reserve recognition. Global Q4 deliveries should be stronger than many fear.
There is strong developments to implementing the revolutionary UNBOXED processes.
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Huge fleets of robotaxis replacing most personally outright owned vehicles will never come to pass. People will never give up that freedom where it exists, full stop. I always like to throw that in because I have a suspicion, founded or not, that it’s part of Elon Musk’a vision. However, I can see that if FSD ever gets good enough, it could replace current public transportation. If it works well, that would be fine.
That metric `disengagements` is deeply flawed
Imagine a chess computer playing alongside a human where the player corrects the move if they don’t like the one selected by the computer ( disengages the computer), at first the human would select a better move because the computer was weak, BUT even when the computer was strong the human would STILL select a different move, either because its not the move they would play `not their style` or because they did not understand the move, thus disengagements would not change.
Thus this number does not tell you what you think it does because as so often the devil is in the detail, perhaps its better perhaps not but this statistic does not tell you
We are not in the situation where the car knows better, but you want to stick to the road you know. Disengagement here are to fix dangerous mistakes.
No they are to fix what a driver a human driver thinks is a mistake, but you are back in the chess analogy the human just thinks its a mistake does not mean it was one, you just assert the car is not better than the human disengaging but you do not know that, neither do I but then I am pointing out that metric is flawed not saying FSD is solved .. just we don’t know
Open source tracking of FSD14.1 over first days of release are showing disengagements not improved over V13 or v12. This last throw of the dice for HW4 computer is not the massive ~1000x improvement in miles per disengagement needed for unsupervised robotaxi – which will now clearly need big hardware and software upgrades that will take years to bring through.
Tesla’s sky high 254:1 P/E now hinges on Optimus
Are you saying the robotaxis in Austin and San Francisco are a conspiracy theory?