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Whistleblower drops 100 GB of Tesla secrets to German news site

jalopnik.com

361–370 of 634 posts

Re: Whistleblower drops 100 GB of Tesla secrets to German news site

#361

Earlier quoted context omitted.

Tesla doesn't do any advertising. I mean, they have a website, but you have to go look at it.

Here's a Tesla ad: https://www.youtube.com/watch?v=NfMtONBK8dY

Do you see if you don't make any effort to?

Re: Whistleblower drops 100 GB of Tesla secrets to German news site

#362

Earlier quoted context omitted.

It's not just the software. They are trying to make due without the kind of sensors that are required to properly sense the immediate environment (LIDAR)

This may surprise, but LIDAR is a very recent innovation and virtually zero percent of cars (particularly historically) are LIDAR equipped. Binocular vision has a pretty impressive track record.

Human eye has the dynamic range of 24 F-stops, and best cameras have like 14. That's a difference of several million. Also humans have hearing, and really advanced CPU.

Tesla can't tell apart a deadly bollard from a large plastic bag flying in the wind.

Re: Whistleblower drops 100 GB of Tesla secrets to German news site

#363

Earlier quoted context omitted.

Can you be absolutely certain that self driving can deal safely with every possible road irregularities, obstacles, bad, incomplete, damaged or tampered road signs, and other unpredictable events? Self driving on public roads done right is damn hard; probably harder than sending a manned but completely automated spaceship to Mars and back.

That's not the right question to ask. The right question to ask is, "Can self-driving tech kill fewer than 30,000 people a year, as humans do now?" If you kill the R&D goose or smother it in overregulation, more people will die.

Or if the R&D phase kills so many people the public loses faith in the whole idea ... then you get to wait a generation for people to forget

Re: Whistleblower drops 100 GB of Tesla secrets to German news site

#364

Earlier quoted context omitted.

Even if that reasoning were true, the valuation for Tesla doesn’t make much sense, given they’re not remotely close to a self-driving car in the way that the average customer would understand it. They’re not delayed by a few years. The problem is intractable , unless you can limit the journey to a controlled scope. I drive over multiple pathways and grassy lanes a week that aren’t mapped and have no markings. A self-…

FSD is a very small component of Tesla' current stock price. Some dumbasses are certainly buying Tesla because they think FSD is right around the corner, but dumbasses tend to not have a lot of money. For any Tesla price estimate, you've got to pick a number, how many million vehicles the company will ship in say 2025. Then pick an Average Selling Price, profit margin, and P/E multiple. Divide by 3 billion to get the…

This is not the way I would do stock valuation. PE is the ratio of future earnings will all its growth to current earnings, discounted. In the future, some of that growth will be in the past, and the PE will be expected to come down. This being Tesla, you could imagine some new fancy product, and not value it strictly as a car company.

Edit: I see that you actually addressed the PE roll down. Missed that on the first read.

Re: Whistleblower drops 100 GB of Tesla secrets to German news site

#365
post #6

Gatekeep, gaslight, girlboss The official policy to deprive customers and victims of information as much as possible is shocking from the standpoint of being flagrantly, cynically customer-hostile to the point of probable illegality, but it's right out of both Musk's normal playbook and that of his erstwhile colleagues at e.g. Paypal For me, cars cross a very key danger threshold, which I express like this: "I am tru…

>Gatekeep, gaslight, girlboss girlboss...?

The phrase "gaslight, gatekeep, girlboss" is a tongue-in-cheek expression sarcastically praising the recipient while not actually endorsing them or their behavior. Kind of like "nice work, genius /s". "Girlboss" started showing up 2-3 years ago and was popularized by TikTok. It was originally used as a casual, semi-ironic term of respect for awesome women, but as Gen Z is prone to do, we immediately covered it in 5 layers of irony and now it can range from a mostly genuine compliment to 100% sardonic, depending on context.

Source: I'm a zoomer who was active on TikTok during the pandemic :P

Re: Whistleblower drops 100 GB of Tesla secrets to German news site

#366
post #44

How different is this from any other similar sized companies behaviour? This site doesn't seem that impartial/unbiased. From a linked article on Tesla: > It’s also worth noting that the above email was sent after 2 a.m. Pacific, which isn’t specifically relevant to the faked video. But it does make it look like Musk is a loser with no friends or anything else to do other than work. Loser.

What's stopping you from clicking through to the German source and reading the English version of their piece?

Here's the German article in case anyone wants to read through it / translate

https://www.handelsblatt.com/unternehmen/industrie/autokonze...

Re: Whistleblower drops 100 GB of Tesla secrets to German news site

#367
Is it just me, or are these numbers almost low enough to be labelled positive PR?

> The Tesla files contain more than 2,400 self-acceleration complaints and more than 1,500 braking function problems, including 139 cases of unintentional emergency braking and 383 reported phantom stops resulting from false collision warnings. The number of crashes is more than 1000. A table of incidents involving driver assistance systems where customers have expressed safety concerns has more than 3000 entries.

Out of millions of cars? And for the entire time Tesla’s been making cars?

I’ve watched YouTube videos of a SF Tesla driver who submits one or two reports every video (autopilot wasn’t aggressive enough, or failed to navigate a complicated turn, etc). Are each of those counted in the 3000 safety concerns?

I can’t even fathom any other car manufacturer having lower numbers.

Re: Whistleblower drops 100 GB of Tesla secrets to German news site

#368

Earlier quoted context omitted.

My point was Elon has an incredible track record of success which follows a formula of overhype, delays, and eventual achievement if not overachievement. You seem to have a more personal vendetta against him, I’m just looking at his insane success and envying hype/ management style

> My point was Elon has an incredible track record of success which follows a formula of overhype, delays, and eventual achievement if not overachievement. His biggest success is the rocket industry. Let's examine top competitors - corrupt ULA which flies rockets on 50 year old engines and does cost+ contracts, his other competitor was Russia, a corrupt kleptocracy that stopped innovating when USSR fell apart. Russia…

Cybertruck is delayed because people are still buying other high margin vehicles.

Re: Whistleblower drops 100 GB of Tesla secrets to German news site

#369

Earlier quoted context omitted.

My point was Elon has an incredible track record of success which follows a formula of overhype, delays, and eventual achievement if not overachievement. You seem to have a more personal vendetta against him, I’m just looking at his insane success and envying hype/ management style

Success is measured by hypothetical subtraction. If you disappeared Tesla, SpaceX, Boring, Twitter and even Mr.Musk overnight, the world would look exactly the same the following morning. Try and disappear Apple, Microsoft, Cisco, Boeing, JPMorgan, BankofAmerica, Exxon, Royal Dutch Shell overnight. You'll have chaos and civil unrest within a week. That's where your quality of life comes from, sure it's not as excitin…

Actually, Ukraine said they would have lost already without starlink.

Re: Whistleblower drops 100 GB of Tesla secrets to German news site

#370
post #200

Earlier quoted context omitted.

Elons point on cars being worth 5x as much with self driving shouldn’t be dismissed. If a car that costs $25,000 to manufacture all of a sudden can be driven 40-50 hours a week automatically, how much is that car now worth? So I totally disagree on that end, as do most investors given teslas enormous valuation.

Elon doesn't actually believe that Tesla cars are about to quintuple in value now, any more than he did 7+ years ago when he first started saying it; that's just marketing BS. > So I totally disagree on that end, as do most investors given teslas enormous valuation. Yes, and most Gamestop investors think the company is going to be the next Amazon. Buying a popular meme stock doesn't make their predictions right.

Personally I believe it, I'm not sure about the year, but someone is going to make a fully autonomous car in the next few years.

If you look at just CLIP, Dino, GPT-4, given the current pace of progress, it's pretty obvious that it's going to happen.

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