101–110 of 120 posts
> There's no question that there are synergies between Tesla and SpaceX in our futures," she said. "There's a convergence of what we're all trying to accomplish in the future." Accomplish a ludicrous valuation above all else?
Yeah I'm definitely questioning what synergies there are between Tesla and SpaceX. What do electric cars and rockets have in common? Are they going to me a rocket powered car? Put a Tesla on the moon? The only thing I can think that makes any sense at all is Teslas coming with Starlink terminals built in. That seems like a stretch though.
Earlier quoted context omitted.
Tesla claims to be pivoting away from cars in favour of producing their Optimus robots. And SpaceX's IPO valuation appears to be predicated on them being an AI datacentre company. So I guess the "Musk plays 4d chess" view would be that there are obvious synergies between humanoid robots and AI. Ugh. Honestly, that makes it seem worse than the purely cynical financial engineering takes.
But why are robots and LLMs connected? The only reason why a robot feels more connected to AI than a self driving car is science fiction.
Earlier quoted context omitted.
Yeah I'm definitely questioning what synergies there are between Tesla and SpaceX. What do electric cars and rockets have in common? Are they going to me a rocket powered car? Put a Tesla on the moon? The only thing I can think that makes any sense at all is Teslas coming with Starlink terminals built in. That seems like a stretch though.
Tesla claims to be pivoting away from cars in favour of producing their Optimus robots. And SpaceX's IPO valuation appears to be predicated on them being an AI datacentre company. So I guess the "Musk plays 4d chess" view would be that there are obvious synergies between humanoid robots and AI. Ugh. Honestly, that makes it seem worse than the purely cynical financial engineering takes.
Once upon a time, Robotaxi and Optimus sounded like visionary futuristic ideas. However:
We now live in a world where Waymo exists, and autonomous taxi hasn’t proven to be as socially transformative as promised. No huge latent market exposed. Aslo, Tesla is lagging behind.
We now live in the world where Unitree exists, and is shipping! Again, Tesla is on the back foot. The technology no longer seems quite so futuristic. Disruptors usually disrupt from down-market— that puts BYD cars and Unitree robots in the better position.
With a merger, the joint sci-fi future proposition is colonies on Mars. That one is likely to stay in the future for a long time. From a stock valuation point of view, the goal is for the promise to be forever in the future. That way, the investor thinks the upside is still to come. Once the promise is delivered, it’s time to cash out.
Earlier quoted context omitted.
Tesla claims to be pivoting away from cars in favour of producing their Optimus robots. And SpaceX's IPO valuation appears to be predicated on them being an AI datacentre company. So I guess the "Musk plays 4d chess" view would be that there are obvious synergies between humanoid robots and AI. Ugh. Honestly, that makes it seem worse than the purely cynical financial engineering takes.
Tesla has a problem. Its sky-high valuation is based on the potential upside from “visionary” sci-fi future programs. However, the narratives are losing credibility. Once upon a time, Robotaxi and Optimus sounded like visionary futuristic ideas. However: We now live in a world where Waymo exists, and autonomous taxi hasn’t proven to be as socially transformative as promised. No huge latent market exposed. Aslo, Tesla…
> There's no question that there are synergies between Tesla and SpaceX in our futures," she said. "There's a convergence of what we're all trying to accomplish in the future." Accomplish a ludicrous valuation above all else?
- self-driving ai stuff (above the) cloud
- starlink connecting to cars instead of cellular (in addition to?)
- robots in space
Earlier quoted context omitted.
But why are robots and LLMs connected? The only reason why a robot feels more connected to AI than a self driving car is science fiction.
Most SOTA humanoid robots use transformers, which are also at the core of LLMs. They also use NVIDIA GPUs for simulation training.
> There's no question that there are synergies between Tesla and SpaceX in our futures," she said. "There's a convergence of what we're all trying to accomplish in the future." Accomplish a ludicrous valuation above all else?
Yeah I'm definitely questioning what synergies there are between Tesla and SpaceX. What do electric cars and rockets have in common? Are they going to me a rocket powered car? Put a Tesla on the moon? The only thing I can think that makes any sense at all is Teslas coming with Starlink terminals built in. That seems like a stretch though.
Electric motors? I imagine there are differences but the super heavy grid fins are electrically actuated (I have heard these motors were sourced from Tesla, though I don't have a great reference for that on hand). The thrust vectoring is also electrically actuated... again, I imagine there are differences of what's on the rocket and what's in the cars... but there are cross over areas of research and engineering.
Also, in a hand-wavy way, rovers share some traits with electric cars; again electric motors, wheels, steering, etc.
So while I don't believe a traditional car company is exactly trying to build space hardened/ready equipment in the normal course of business... it's not as far fetched as some combinations could be.