Earlier quoted context omitted.
That seems like an awfully low bar to imprisoning people. Shouldn't executives at every company which designs or manufactures vehicles go to jail by your standard? If not, why?
Because the product here isn't the car itself. It's FSD. Which is bought separately and advertised separately.
Tesla Robotaxi launch is a dangerous game of smoke and mirrors
121–130 of 198 posts
Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors
#122Earlier quoted context omitted.
I also use FSD HW4 daily, and it really just works well in regular conditions. It's unbelievable how we have a level of autonomy here and now, and not too many people know about it. Out of about 6k miles in the last 7 months, I probably drove 80 or so. I did not have many issues in the rain, but I do have issues in the snow. It's still somewhat unaware of how to drive well in snow. I usually disengage when it's snowy…
> unbelievable how we have a level of autonomy here and now, and not too many people know about it Would note that most premium cars sold in America currently have advanced self-driving capabilities. I've personally been more impressed by Mercedes' kit than Tesla's, mostly because the former seems to have done a great job of defining where you can almost trust the system to just work.
Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors
#123I own two Teslas, and drive between Portland and Seattle about once every 10 days, using FSD nearly the entire way. FSD has gotten amazingly better over the last year, it can and has taken me from driveway to driveway between two cities... when the weather is nice. As soon as there is any weather however, things start to fall apart. It's very clear to me that vision alone wont be the solution to FSD, and is the main…
Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors
#124I have over $100k in Tesla puts. There is no way Tesla survives this. They have plummeting sales every quarter, and Elon is pushing out a product that is going to get into an accident within the first week. Robotaxis are glorified Ubers and will never level up to Waymos. FSD is useless if you have to keep your eye on the wheel and road. I have a Tesla Model Y. It's my favorite car I've ever driven. I subscribed to FS…
The market can stay irrational longer than you can stay solvent.
Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors
#125I own two Teslas, and drive between Portland and Seattle about once every 10 days, using FSD nearly the entire way. FSD has gotten amazingly better over the last year, it can and has taken me from driveway to driveway between two cities... when the weather is nice. As soon as there is any weather however, things start to fall apart. It's very clear to me that vision alone wont be the solution to FSD, and is the main…
that's literally just I-5 all the way, with probably 5-10 minutes of street driving at either end. So does FSD really offer _that_ much more of a benefit over adaptive cruise control with lane keeping unless you're continuously overtaking?
I've tried enabling FSD on my Tesla twice (got two one-month trials), and really wanted to love it but was disappointed with the results when not on highways. My wife tried it once and won't touch it again.
Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors
#126Thinking of re-upping my put options on $TSLA. This launch is destined to be a fiasco. It's unbelievable to me that they doubled down on vision-only at the expense of lidar. Google/Waymo is going to eat their lunch on the self-driving side, and the Tesla brand is dying with consumers. This company is cooked.
So - the cooked-ness of Tesla may depend on what you think Musk's goal was with Tesla. If you believe he was out to change the world - maybe he'll let Tesla die. It's unlikely they are going to accomplish much else at this point, better, smarter more experienced competitors are sweeping the board. If you believe he's out to make as much money as he can, he'll probably course correct at some point. Lidar it is clear w…
Well, twitter shows that he'll burn money if it suits his ego. However, I think his bigger problem is his promise to all existing Tesla owners that FSD would use cameras. If Tesla switches their approach to lidar they'll probably be facing a class action suit from all those camera-only Tesla buyers.
Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors
#127Earlier quoted context omitted.
I've been buying Tesla puts at a small scale for the past 6 months, usually puts about a month out. It's been a great way to lose money so far.
Regardless of what happens theta and IV crush will probably wipe you out. I don't like Tesla's stock but I don't touch it just because both the stock and options tend to be way overpriced.
Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors
#128Earlier quoted context omitted.
I don't understand how you could look at Elon's actions and think he has any interest in making as much money as he can. He's already made his money. Now he's gone full Howard Hughes. "I would like to die on Mars" is a direct quote.
If he doesn't have any interest in making as much money as he can, why did he put so much effort in defending his exorbitant compensation package in court?
Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors
#129Earlier quoted context omitted.
> unbelievable how we have a level of autonomy here and now, and not too many people know about it Would note that most premium cars sold in America currently have advanced self-driving capabilities. I've personally been more impressed by Mercedes' kit than Tesla's, mostly because the former seems to have done a great job of defining where you can almost trust the system to just work.
As someone who has tried both, FSD is still so much better in my experience. I use FSD in Miami and drive down to Key West often and it drives more than 99% of the trip and it just makes the drive so much more enjoyable. Even with all the recent road work going on, it handles it almost without error. I have the occasional take over due to things like it not wanting to get over soon enough into a lane for a turn or wh…
If I had to hazard a hypothesis, I think we'll see two forms of self-driving kit make it into the market. One that's aimed at being enjoyable, even at the expense of edge-case performance. Another that's aimed at being effective, even at the expense of breadth of use. Folks who fundamentally enjoy driving their cars will probably be appealed to by the former. Those who see them as mere tools, probably the latter.
Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors
#130Earlier quoted context omitted.
Regardless of what happens theta and IV crush will probably wipe you out. I don't like Tesla's stock but I don't touch it just because both the stock and options tend to be way overpriced.
It really is wild that investments are driven by the marginal investor, not the median investor. 99% of us can think that Tesla is trash, but 1% of world investors is an absolute ton of capital.