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Tesla ending Models S and X production

cnbc.com

641–650 of 1001 posts

Re: Tesla ending Models S and X production

#641
post #334

So he milked Tesla for another $2B to subsidize xAI, has dropped the models to 2 (3 and Y), revenue is down, growth is negative, BYD is eating Tesla for lunch, followed by the other CN and KR vehicle companies. He doesn't have FSD, camera only navigation without sensor fusion with LIDAR will fail, the only thing keeping Tesla where it is is the bullshit dispersal field that surrounds Musk.

This LIDAR wank annoys me. If you can train a policy that drives well on cameras, you can get self-driving. If you can't, you're fucked, and no amount of extra sensors will save you. Self-driving isn't a sensor problem. It always was, is, and always will be an AI problem. No amount of LIDAR engineering will ever get you a LIDAR that outputs ground truth steering commands. The best you'll ever get is noisy depth estim…

You are correct, but the problem is nobody at Tesla or any other self driving company for that matter knows what they are doing when it comes to AI

If you are doing end to end driving policy (i.e the wrong way of doing it), having lidar is important as a correction factor to the cameras.

Re: Tesla ending Models S and X production

#642
post #414

Earlier quoted context omitted.

I agree that this decision is insane and the whole Optimus/xAI bullshit is tiring, especially with the shareholders actually voting against the xAI investment, but you should try today's FSD. It's genuinely good and shouldn't be discarded wholesale because the guy sucks.

Tesla's Full Self-Driving (FSD) is officially classified as a Level 2 advanced driver-assistance system (ADAS). Despite its advanced capabilities, it requires the human driver to remain fully attentive, monitor the environment, and be ready to take control immediately. So it's literally nothing special compared to other manufacturers. I am happy to argue that's it's a better Level 2 than most others, sure. But it's s…

ADAS levels are not only about technical capability, but also about who takes responsibility.

Re: Tesla ending Models S and X production

#643

Earlier quoted context omitted.

They developed the Model 3 and Y, which is partly why they're stopping the S and X? They completely refreshed the Model Y last year and made a number of updates to the Model 3 including different body word.

"Completely refreshed" is doing a lot of work here in that sentence. The new refreshes don't look nearly as big in terms of changes as new generations of car models for other manufacturers, and Lord knows even Tesla fans have plenty of things they'd like to see improved.

A 2020 Tesla Model Y and 2026 Tesla Model Y are at least as different as a 2020 Nissan Rogue and a 2026 Nissan Rogue.

Re: Tesla ending Models S and X production

#644
post #601

[flagged]

FSD has been maturing for ~an entire decade now. Their latest stunt with moving the supervisor to chaser cars has made a lot of people understandably angry anew: Musk has to hit his robotaxi milestones to get more billions, so he's forcing the programme ahead with smoke and mirrors to get his stock option grants. Their profit is decreasing, revenue growth is negative. Their autonomy programme is always "just one more…

I agree that Tesla over promised. I strongly feel they'll deliver, albeit late. That does not make it a failure though.

Re: Tesla ending Models S and X production

#645

Earlier quoted context omitted.

My dad found it extremely amusing that Elon said "we just have to solve the 'AI problem' and we'll have robots doing shopping for us", or something like that. I can't remember the exact verbiage, but that was the gist. The word "just" is doing a lot of work there. Going by that logic: We "just" need to figure out cold fusion to have effectively infinite energy. We "just" need to develop warp drives to travel across t…

And why would we even need or want robots shopping for us? I mean, most of us. For some disabled individuals it could be a benefit. For everyone else, it seems like the height of laziness and absurdity.

Tons of people hire people to do their shopping. Curbside pickup and grocery delivery has existed for a while.

A large amount of the people I see in grocery store around me are working as pickers filling online orders.

Re: Tesla ending Models S and X production

#646
post #334

So he milked Tesla for another $2B to subsidize xAI, has dropped the models to 2 (3 and Y), revenue is down, growth is negative, BYD is eating Tesla for lunch, followed by the other CN and KR vehicle companies. He doesn't have FSD, camera only navigation without sensor fusion with LIDAR will fail, the only thing keeping Tesla where it is is the bullshit dispersal field that surrounds Musk.

This LIDAR wank annoys me. If you can train a policy that drives well on cameras, you can get self-driving. If you can't, you're fucked, and no amount of extra sensors will save you. Self-driving isn't a sensor problem. It always was, is, and always will be an AI problem. No amount of LIDAR engineering will ever get you a LIDAR that outputs ground truth steering commands. The best you'll ever get is noisy depth estim…

>Self-driving isn't a sensor problem. It always was, is, and always will be an AI problem.

AI + cameras have relevant limitations that LIDAR augmented suites don't. You can paint a photorealistic roadway onto a brick wall and AI + cameras will try to drive right through it, dubbed the "Wile E. Coyote" problem.

Re: Tesla ending Models S and X production

#647
post #334

So he milked Tesla for another $2B to subsidize xAI, has dropped the models to 2 (3 and Y), revenue is down, growth is negative, BYD is eating Tesla for lunch, followed by the other CN and KR vehicle companies. He doesn't have FSD, camera only navigation without sensor fusion with LIDAR will fail, the only thing keeping Tesla where it is is the bullshit dispersal field that surrounds Musk.

Sounds like you get your news from Reddit.

Re: Tesla ending Models S and X production

#648

Earlier quoted context omitted.

There is no evidence of unsupervised robotaxis actually rolling out. These are just the same promises Elon has wrongfully done since literally 10 years and some publicity stunts.

People have taken rides in unsupervised Teslas. Please check news.

Yes, privy influencers. And it was supervised from the car behind it. No one else was able to find such a ride. Tesla cars also autonomously self-delivered. Which also turned out to be a one-off publicity stunt. Up until now, nothing points to that this is something different this time.

Re: Tesla ending Models S and X production

#649

Earlier quoted context omitted.

> like nobody trusts Huawei or Xiaomi phones. Loads of people trusted Huawei, even after all the hyperbole about backdoors for the government. It needed regulators banning Huawei to knock their share of the market and protect the homegrown spyware.

The government bans on Huawei were obviously do to three reasons: network security, economic competition, and politics. Huawei doesn’t only make phones — they also make the cell network infrastructure and they sell it at much lower costs than American companies do. The US put pressure on allied countries to divest from Huawei infrastructure (especially 5G cell networking) to both avoid the security risks and to leave…

> to leave those allies with only American companies to buy from

This is conspiratorial nonsense, the EU has Sweden's Ericsson and Finland's Nokia and along with South Korea's Samsung there are plenty of choices. I can't actually think of comparable American companies.

Re: Tesla ending Models S and X production

#650
post #334

So he milked Tesla for another $2B to subsidize xAI, has dropped the models to 2 (3 and Y), revenue is down, growth is negative, BYD is eating Tesla for lunch, followed by the other CN and KR vehicle companies. He doesn't have FSD, camera only navigation without sensor fusion with LIDAR will fail, the only thing keeping Tesla where it is is the bullshit dispersal field that surrounds Musk.

775 bn

wbu

https://www.forbes.com/profile/elon-musk/

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