Elon Musk now owns 9.2% of twitter...update.. will soon be the sole owner as Board of Directors accepts his purchase offer

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Ajay

Lifer
Jan 8, 2001
16,094
8,106
136
technically tesla isnt looking at a deadend, it has some remaining advantages in manufacturing and profit margins. but so long as Elmo remains in charge and keeps OPUD and spewing the alt right tweets, tsla will have a much harder road ahead.

right now tsla is integrating newer manufacturing into their factories way faster than the ICE automakers. the gigapress is just vacuum injected casting, Yamaha was doing this 15 years ago with the primary chassis frame on their sportbikes. the 'giga' just means way larger part size. the primary advantages is the single part comes out dimensionally correct with no further modification by machine/man. current stamped parts done in multiple sections require tons of additional tweaking work to get a large frame section in tolerance. with no tweaks due to casting you can eliminate production steps/stations, the robots to pick and move the stamped parts, manhours; the cost,time, and factory floor area savings are hundreds of millions. the other makers are only starting to get into casting.

ford and gm in their transition to all/mostly BEV will need to build a factory line from scratch which the autoline guy says wont be ready until at least 2025.
so tsla has at least 2 years where they have cheaper costs and bigger margins.

but all that is irrelevant if elmo keeps 'sticking it to the dems' and thus antagonizing his primary customer demographic. ford is going to sell f-150 lightnings for probably 2 years before cybertruck comes out in volume. that is 2 years of ev truck buyers who will be locked in for ~5 years before they consider buying/replacing that truck, so that many customers tsla wont have.

i give props to the engineers at tsla and spacex doing real innovation, but it will be for naught if the idiot man child keeps 'free-speeching' those companies into questionable futures.
Agree. Though if I were in the market I would still buy a Tesla. I really don’t care about bizarre behavior of Musk. The company is solid and the engineering is still top notch - manufacturing quality has improved dramatically. Musk is to busy too screw up Tesla ATM. By 2025, when I’m likely to be in the market for a new car, a wider choice of models and more mature designs from other automakers will change that calculus.
 
Reactions: Brovane

Heartbreaker

Diamond Member
Apr 3, 2006
4,262
5,259
136
Agree. Though if I were in the market I would still buy a Tesla. I really don’t care about bizarre behavior of Musk. The company is solid and the engineering is still top notch - manufacturing quality has improved dramatically. Musk is to busy too screw up Tesla ATM. By 2025, when I’m likely to be in the market for a new car, a wider choice of models and more mature designs from other automakers will change that calculus.

I'd get a Bolt for half the price...
 

cytg111

Lifer
Mar 17, 2008
23,555
13,117
136
I do love acceleration/G forces and FSD would sway me to get a 3 plaid. Though as of right now it looks like the competition is leaving Tesla's FSD in the dirt.
 

MrSquished

Lifer
Jan 14, 2013
21,985
20,231
136
I do love acceleration/G forces and FSD would sway me to get a 3 plaid. Though as of right now it looks like the competition is leaving Tesla's FSD in the dirt.
Guarantee you musk really fucked up their FSD especially because he must have been the one insisting it could all be done with cameras and no sensors. Unfortunately the people buffering the company against his worst instincts failed to stop him there
 
Reactions: Leeea and cytg111

Paratus

Lifer
Jun 4, 2004
16,847
13,780
146
That's great. I'm happy for them. It still doesn't change the calculations. They're losing their grip on the market. And there's nothing on the horizon that indicates that will slow or stop. Quite the opposite actually. Thanks to Phony Stark's antics ...
It's funny that the cult of Tesla can't grasp what will happen to it as real car manufacturers turn their billions towards making EVs. We already see way better cars coming from almost every established company. Imagine what happens to little Tesla when the big 3 and the luxury brands are all churning out high quality EVs by the trainload.

Tesla has nothing compelling that keeps them relevant in the coming decade. They are going to be lost in a sea of innovation by companies that spend more on R&D than Tesla makes in a year. Don't think their stock price matters anymore. Unless the come up with flying cars, they are in the twilight of their existence.

I am glad that Tesla helped to create the market and Musk kept driving it along. They did their job and now will shuffle to the back of the pack as Benz, Audi, and BMW churn out luxury EVs and Ford and Chevy make it commonplace. Investors should seriously be thinking of what they do over the next few years. They won't be gobbled up by anyone, but they will continue to lose relevance.

I’ve made this point before but I’ll say it again. If anyone was expecting Tesla to maintain it’s marketshare without the rest of the industry spontaneously disappearing they need to go back to remedial math classes

Tesla would never have enough manufacturing capability to replace 85% of the world automotive industry. Year over year growth is probably the best way determine Teslas overall health as their marketshare will continue to drop.

Finally there are still some places Tesla is objectively ahead. The primary customer facing benefit is the Supercharger network. It just works. Ford, VW, Hyundai, etc are all relying on 3rd party charging networks and it’s currently something of a shit show. With incompatibilities, broken chargers, slow charging. Not enough that it doesn’t work but enough to cause a drag on adoption if you do any research before buying.
 

Brovane

Diamond Member
Dec 18, 2001
5,491
1,680
136
I'd get a Bolt for half the price...

Bolt isn't a bad car, especially the EUV. However it does have slow DC charging (55kw) which can make it difficult to use for longer road trips.
Longer wait times with most newer BEV's support 150kw+ fast charging.
The battery recall and fires has also spooked some buyers. However you can get a fairly well equipped Bolt EUV for around $32-35k and then get a $7500 tax credit.
 

cytg111

Lifer
Mar 17, 2008
23,555
13,117
136
Side track to spacex here, but as to build character.

During their last interview, this dude pointed out a design flaw, well an obvious improvement they're using on their boosters but not the ship, here during the second interview Elon channels his inner Trump and takes credit for the idea:
 

MrSquished

Lifer
Jan 14, 2013
21,985
20,231
136
Elon Musk sitting through a major entertainment event chit chatting with one of the top 50 most evil men on the planet in Murdoch is very fitting. I mean that literally describes what Musk is to a tee.
 
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Heartbreaker

Diamond Member
Apr 3, 2006
4,262
5,259
136
Working for Musk is like working for Kim Jong-un, whatever "Dear Leader" wants he gets:

After firing the engineer that pointed out people were losing interest in the train wreck, was the reason for dropping engagement with his "Dear Leader" tweets, the remaining staff decided to just force feed everyone his tweets, so they can stroke his fragile ego, to keep their jobs.


..it appears that at least someone at Twitter HQ was making sure the boss man would be happier, setting up the much-maligned “for you” feed (i.e. the Twitter algorithmic feed that Musk hated and told users to turn off before he bought the site — only to change so that you could no longer switch it off and were forced to open to it, even as the quality got worse) so that it’s basically now just showing everyone all of Elon Musk’s personal tweets.

This seemed to turn Twitter into… all people complaining about how all they see are Elon tweets.

Free speech, Musk style.
 

cytg111

Lifer
Mar 17, 2008
23,555
13,117
136
Working for Musk is like working for Kim Jong-un, whatever "Dear Leader" wants he gets:

After firing the engineer that pointed out people were losing interest in the train wreck, was the reason for dropping engagement with his "Dear Leader" tweets, the remaining staff decided to just force feed everyone his tweets, so they can stroke his fragile ego, to keep their jobs.




Free speech, Musk style.
Oh thats why lol… for a second I was like “Am I on Elons page here”?

Anyway. A true gem. Elon telling Scott Kelly to take the red pill. Also. Ww3.

 

K1052

Elite Member
Aug 21, 2003
46,880
34,834
136
I'm sure the Pentagon is quite eager to discuss with SpaceX reps under what conditions their founder could order them to turn off or degrade the services they might buy from them on a whim. Going to work out very well.
 

cytg111

Lifer
Mar 17, 2008
23,555
13,117
136
Intermission!

So to recap, Elon opened his mouth and revealed to the public he is in fact not the genius we all thought he was. - He might actually be somewhat slow on some topics... and a prick to boot.

So. Speaking of FSD and in context of the intellectual void and vacuum Elon brings to the table I thought I would inject some actual smart into the thread and quote one of my favorite Science youtubers; Sabine Hossenfelder.
Sabine is a German theoretical physicist, she is brilliant and extremely funny. Here she is on new FSD developments and with a poke at Elon him self towards the end of the bit. Enjoy. (set to start 9:50)


(the extra white traffic light sure sounds intriguing)
 
Jan 25, 2011
16,634
8,778
146
I rarely see any of Space Karen's tweets and even then it's only if it's an image or a quote tweet. Not sure what I did right but yay me!
 

Ajay

Lifer
Jan 8, 2001
16,094
8,106
136
Intermission!

So to recap, Elon opened his mouth and revealed to the public he is in fact not the genius we all thought he was. - He might actually be somewhat slow on some topics... and a prick to boot.

So. Speaking of FSD and in context of the intellectual void and vacuum Elon brings to the table I thought I would inject some actual smart into the thread and quote one of my favorite Science youtubers; Sabine Hossenfelder.
Sabine is a German theoretical physicist, she is brilliant and extremely funny. Here she is on new FSD developments and with a poke at Elon him self towards the end of the bit. Enjoy. (set to start 9:50)


(the extra white traffic light sure sounds intriguing)
Well, Elon has a point. Since human drivers do pretty well with just two cameras (eyes) - having many cameras + radar should produce superior imaging capabilities. LiDAR has the advantage of direct lighting and more precise distance measurements, IIRC. Personally, I favor LiDAR, but the real weakness of FSD is on the machine learning/inferencing side - current systems just don't match the capabilities of well-functioning human brains.

PS I do like Dr. Hossenfelder's videos in general. Occasionally, her comments appear to wrong, but they are usually just incomplete given the self imposed time constraints. Turning to 30+min videos by subject matter specialists solves this problem.
 

MrSquished

Lifer
Jan 14, 2013
21,985
20,231
136
Well, Elon has a point. Since human drivers do pretty well with just two cameras (eyes) - having many cameras + radar should produce superior imaging capabilities. LiDAR has the advantage of direct lighting and more precise distance measurements, IIRC. Personally, I favor LiDAR, but the real weakness of FSD is on the machine learning/inferencing side - current systems just don't match the capabilities of well-functioning human brains.

Cameras do not equal human eyes. Human eyes have a far better dynamic range for example, and far better low light capabilities.
 

Zorba

Lifer
Oct 22, 1999
14,875
10,300
136
Well, Elon has a point. Since human drivers do pretty well with just two cameras (eyes) - having many cameras + radar should produce superior imaging capabilities. LiDAR has the advantage of direct lighting and more precise distance measurements, IIRC. Personally, I favor LiDAR, but the real weakness of FSD is on the machine learning/inferencing side - current systems just don't match the capabilities of well-functioning human brains.

PS I do like Dr. Hossenfelder's videos in general. Occasionally, her comments appear to wrong, but they are usually just incomplete given the self imposed time constraints. Turning to 30+min videos by subject matter specialists solves this problem.
Human eyes are significantly better than any camera, especially in low light. I think the processing lag is also much slower, at least the part that figures out what is in the image.

ETA: What @MrSquished said.
 

itsmydamnation

Platinum Member
Feb 6, 2011
2,867
3,418
136
it will be interesting to see how FDS plays out because Dojo is a proper custom solution for this specific problem and they have gone big in investment.
 
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