Tesla Continues to collapse.

[Raffit78]

Who’s buying some Tesla stock?

$298.00 last I saw.


Sent from my iPhone using Tapatalk

 

[rrrr]

Last week Tesla asked its vendors to give back monies that were paid to settle invoices for materials already delivered and used in sold vehicles as far back as 2016. The WSJ saw the memo. Today, Tesla is denying that took place, in spite of the fact the WSJ is standing by their story.

It was couched in terms that basically said "We're going to make a lot of money and be famous some day. Don't you want to be part of that?".

As I've been saying for weeks, Tesla's cash position is critical, and if they have to raise money there's no easy way to do that other than diluting shares even further.

Now that the share price has dropped below $300, more people will acknowledge that psychological barrier has been breached and they will be selling their shares.


Tesla Inc. has asked some suppliers to refund a portion of what the electric-car company has spent previously, an appeal that reflects the auto maker’s urgency to sustain operations during a critical production period.

The Silicon Valley electric-car company said it is asking its suppliers for cash back to help it become profitable, according to a memo reviewed by The Wall Street Journal that was sent to a supplier last week. Tesla requested the supplier return what it calls a meaningful amount of money of its payments since 2016, according to the memo.

https://www.wsj.com/articles/tesla-asks-suppliers-for-cash-back-to-help-turn-a-profit-1532301091

 

[Uncle Dave]

So, RRR you aren't going to answer questions posed to you but you expect me to answer them posed to me?

 

[KENDOG689]

Sounds bad.Been watching the fall.

 

[Uncle Dave]

On needhams claims of cancellation outpacing orders, Elon says its BS.

 

[grumpy88]

If you own a tesla and live in So cal please don't charge it this week ! I need all the available power to keep my ac going ! Thanks in advance !

 

[LargeOrangeFont]

On needhams claims of cancellation outpacing orders, Elon says its BS.



View attachment 666989

Well what else is he gonna say?

 

[Uncle Dave]

Well what else is he gonna say?

If it weren't true he probably wouldn't say anything.

If he lies and gets caught its 10 times worse.

As for 300 being some sort of "psychological barrier" I'm not sure thats the case - as the stocks 52 week range is 244 to 389.
If it were hovering at 52 week low and pushing below that Id say he's flirting with a big sell off.
I think it was was Morgan Stanley today that called it fair at 291.

UD

 

[rrrr]

So, RRR you aren't going to answer questions posed to you but you expect me to answer them posed to me?

I don't recall making any claim about Gill. I posted a quote from a Panasonic executive a year ago that said they cannot make the number of batteries Musk had predicted.

I haven't seen any media pieces that confirm or refute that.

The "answer" you posted about 24% of deposit holders made absolutely no sense. Would you like to try again?

 

[Singleton]

Last week Tesla asked its vendors to give back monies that were paid to settle invoices for materials already delivered and used in sold vehicles as far back as 2016. The WSJ saw the memo. Today, Tesla is denying that took place, in spite of the fact the WSJ is standing by their story.

It was couched in terms that basically said "We're going to make a lot of money and be famous some day. Don't you want to be part of that?".

As I've been saying for weeks, Tesla's cash position is critical, and if they have to raise money there's no easy way to do that other than diluting shares even further.

Now that the share price has dropped below $300, more people will acknowledge that psychological barrier has been breached and they will be selling their shares.


Tesla Inc. has asked some suppliers to refund a portion of what the electric-car company has spent previously, an appeal that reflects the auto maker’s urgency to sustain operations during a critical production period.

The Silicon Valley electric-car company said it is asking its suppliers for cash back to help it become profitable, according to a memo reviewed by The Wall Street Journal that was sent to a supplier last week. Tesla requested the supplier return what it calls a meaningful amount of money of its payments since 2016, according to the memo.

https://www.wsj.com/articles/tesla-asks-suppliers-for-cash-back-to-help-turn-a-profit-1532301091

I have worked at multiple companies that did this when they were evaluating suppliers and vendors. Those that gave additional price brakes based on future business stayed, those that did not usually went out to bid.

If e-mail is true, bad communication but not earth scattering IMO.

 

[Uncle Dave]

I have worked at multiple companies that did this when they were evaluating suppliers and vendors. Those that gave additional price brakes based on future business stayed, those that did not usually went out to bid.

If e-mail is true, bad communication but not earth scattering IMO.

Yup pretty much SOP.

I do it every year with every one of my vendors and my clients shake me down for more every year especially if they are growing.

I don't recall making any claim about Gill. I posted a quote from a Panasonic executive a year ago that said they cannot make the number of batteries Musk had predicted.

I haven't seen any media pieces that confirm or refute that.

The "answer" you posted about 24% of deposit holders made absolutely no sense. Would you like to try again?

When you post up Gill claims - you are endorsing Gills position. Remember the whole bit about Rajivendra Gill ?

Gills position was the the battery were a 2500 unit gate and bet against tesla hitting the build rate because of it.

Elon already answered the cancellation thing its more analyst BS. The net orders are greater than cancellations.


Those that canceled didnt all cancel specifically because they couldn't get a 35K car - many cancelled because they couldn't get the car when they needed it.

No one else here is having a problem with my answer.


UD

 

[pronstar]

Some number >0 of deposit refunds are just people tired of loaning Musk money interest-free.

It doesn’t necessarily mean they won’t buy a Model 3 when supply catches up to demand.


Sent from my iPhone using Tapatalk Pro

 

[rrrr]

Yup pretty much SOP.

I do it every year with every one of my vendors and my clients shake me down for more every year especially if they are growing.



When you post up Gill claims - you are endorsing Gills position. Remember the whole bit about Rajivendra Gill ?

Gills position was the the battery were a 2500 unit gate and bet against tesla hitting the build rate because of it.

Elon already answered the cancellation thing its more analyst BS. The net orders are greater than cancellations.


Those that canceled didnt all cancel specifically because they couldn't get a 35K car - many cancelled because they couldn't get the car when they needed it.

No one else here is having a problem with my answer.


UD

You ask your vendors to give back money for things you bought two years ago? That's SOP?

You have no facts to support your claim new deposits are covering refunds. In previous filings,Tesla said it's holding $985 million in deposits. If 24% of those were refunded, that represents over 200,000 vehicles. Two or three thousand here and there aren't going to replace that number, no matter what The Anointed tweets.

 

[Uncle Dave]

You ask your vendors to give back money for things you bought two years ago? That's SOP?

You have no facts to support your claim new deposits are covering refunds. In previous filings,Tesla said it's holding $985 million in deposits. If 24% of those were refunded, that represents over 200,000 vehicles. Two or three thousand here and there aren't going to replace that number, no matter what The Anointed tweets.

Ive seen all kinds of stuff requested - especially from guys that buy millions of dollars. Never hurts to ask.

You have no facts, you have third party analyst opinion you proffer as gospel.

I'll take elons position over a claim from an outsider with a position to support.
Especially one that wordsmithed their claims like needham did.
Plus other analysts have called needham on their claim.

This is an interesting read.
https://seekingalpha.com/article/4189303-tesla-short-thesis-model-3-demand-wrong

Analysts make bogus claims all the time like the one you posted from Rajivendra gill that you are really trying to avoid talking about.

I enjoy your posts and although we probably won't see eye to eye Id like to hope we can agree or disagree without being disagreeable.

UD

 

[530RL]

Today's news

https://finance.yahoo.com/news/tesla-expects-hit-more-6000-201714212.html

 

[SBMech]

Some number >0 of deposit refunds are just people tired of loaning Musk money interest-free.

It doesn’t necessarily mean they won’t buy a Model 3 when supply catches up to demand.


Sent from my iPhone using Tapatalk Pro

By the time he catches up, the big three and the rest of the heavy players will have already beaten him to the production rodeo.

They will be using the same tech, that is now 3 years old, and doing it better, because, you know, they have been building vehicles since before Musk was born...

 

[Uncle Dave]

sitting right at 300 - About where the big guys with real money in it figured it would be.

No big sell off at least so far.

Elon didn't say too many stupid things today either which is new for him.

I do not believe It will be so easy to catch up.
Everyone said that about the prius yet it still sits at the top of the affordable hybrid chain nearly 2 decades after its introduction it is still a radically successful product.

Based on what Sandy Munro says the other guys in the business aren't even close to tesla electronically or battery wise.
They are good at coachbuilding and internal combustion engine and I used to say transmissions, but they group together to compete there today chevy an ford against ZF and Jatco/ Honda/ Toyota



UD

 

[Racey]

sitting right at 300 - About where the big guys with real money in it figured it would be.

No big sell off at least so far.

Elon didn't say too many stupid things today either which is new for him.

I do not believe It will be so easy to catch up.
Everyone said that about the prius yet it still sits at the top of the affordable hybrid chain nearly 2 decades after its introduction it is still a radically successful product.

Based on what Sandy Munro says the other guys in the business aren't even close to tesla electronically or battery wise.
They are good at coachbuilding and internal combustion engine and I used to say transmissions, but they group together to compete there today chevy an ford against ZF and Jatco/ Honda/ Toyota



UD

People have a hard time grasping the idea that Tesla is not an automobile company as much as it is a technology company. The big 3 are going to be far behind in the technology/software end vs Tesla's back end control systems... They can have the manufacturing down all day long, but without the software and technology, they will have inferior product.

I've seen plenty of great hardware fail to achieve it's goals because the software powering it was poor. It can be difficult to explain to people that are hands on just how important software is, and what kind of value it has, and the amount of capital that has to be spent up front, and the ability to use that capital on talent to develop it.

 

[SBMech]

People have a hard time grasping the idea that Tesla is not an automobile company as much as it is a technology company. The big 3 are going to be far behind in the technology/software end vs Tesla's back end control systems... They can have the manufacturing down all day long, but without the software and technology, they will have inferior product.

I've seen plenty of great hardware fail to achieve it's goals because the software powering it was poor. It can be difficult to explain to people that are hands on just how important software is, and what kind of value it has, and the amount of capital that has to be spent up front, and the ability to use that capital on talent to develop it.

Sooo...you are saying that the gigantic powerhouses have not already been reverse engineering his products since release?

They do it to each other yearly, why would they leave Tesla alone?

 

[pronstar]

By the time he catches up, the big three and the rest of the heavy players will have already beaten him to the production rodeo.

They will be using the same tech, that is now 3 years old, and doing it better, because, you know, they have been building vehicles since before Musk was born...

That’s what’s being projected, and I agree.

But until we start to see anything of substance, Tesla has a virtual monopoly on mainstream EV’s.


Sent from my iPhone using Tapatalk Pro

 

[Uncle Dave]

Paying someone to tear something down is one thing.

Once you reach a multilayer board running on its own dedicated real-time OS running custom code written as close to machine language as possible that has a security block that zeros the board when you touch something - no you can't do it. It is bank level secure.

We create fips level 4 compliant boards where I work- pretty big stuff. Teslas stuff is otherwordly.

Remember the toyota acceleration BS? That simple piece went all the way to nasa and Toyota still never let it get to the public domain because it's their IP -these secrets are closely guarded.

UD

 

[Racey]

Sooo...you are saying that the gigantic powerhouses have not already been reverse engineering his products since release?

They do it to each other yearly, why would they leave Tesla alone?

Reverse engineering software is not that simple, especially systems with this much complexity, and especially by companies who's main business is not software.

 

[Racey]

Paying someone to tear something down is one thing.

Once you reach a multilayer board running on its own dedicated real-time OS running custom code written as close to machine language as possible that has a security block that zeros the board when you touch something - no you can't do it. It is bank level secure.

We create fips level 4 compliant boards where I work- pretty big stuff. Teslas stuff is otherwordly.

Remember the toyota acceleration BS? That simple piece went all the way to nasa and Toyota still never let it get to the public domain because it's their IP -these secrets are closely guarded.

UD

Bingo, like I said, trying to explain the complexity and value of software to someone that is hand on, it's difficult to do. And that is not a dig or a criticism, it's just reality. It's a completely separate world, one that many take for granted.

 

[SBMech]

Bingo, like I said, trying to explain the complexity and value of software to someone that is hand on, it's difficult to do. And that is not a dig or a criticism, it's just reality. It's a completely separate world, one that many take for granted.

I would love to have a conversation or two about it, I am a computer geek by hobby, as well as having to deal with the current crap that is in modern vehicles.

The shit that is in production and the systems they have used/developed in the last decade is pretty archaic as far as tech goes.

It's because it's mass produced, they have to keep it somewhat simple.

You guys are making it sound like it's still some secret club as far as programming goes, software is just another tool to build things with.

"The Ghost in the Machine" Like things your mother warned you about

 

[Raffit78]

GM, Ford, Benz, BMW, are all in the space to make autonomous vehicles. They have all partnered up with large tech companies. Cisco, Intel, Apple, Waymo (google). The only difference is, Car manufacturers do what they do best, is build cars efficiently and let the tech companies build what they do best and that's technology because when it comes to companies that try to do the "jack of all trades" usually end up becoming the "masters of none".

 

[Racey]

I would love to have a conversation or two about it, I am a computer geek by hobby, as well as having to deal with the current crap that is in modern vehicles.

The shit that is in production and the systems they have used/developed in the last decade is pretty archaic as far as tech goes.

It's because it's mass produced, they have to keep it somewhat simple.

You guys are making it sound like it's still some secret club as far as programming goes, software is just another tool to build things with.

"The Ghost in the Machine" Like things your mother warned you about

Like i said, the hardware is not the issue, the hardware is 'dime-a-dozen' it's the software that gets loaded onto it where the huge amount of capital has invested, it's heavily guarded.

There is no secret club for programming, but just like anything that is custom built, boats, cabinetry, houses, some people are very good at it, others are not. The difference with software is that it is so complex it can difficult to derive what someone else has done even if you have the actual source code, once it is compiled to machine code almost forget about it, and like UD says if it is loaded onto secure chips impossible.

Basically a competitor can't just look and have an "ah-ha!" moment with software the way they can with say, opening up a DCT, or disassembling an engine to measure shape of a combustion chamber. All they can do is get a hold of a system and try to reverse engineer it by simulating all of the nearly infinite numbers of variables and seeing how the outputs react... An immense task, that can be hard enough to do on something as simple as an EFI controller, and you still won't end up the same software at the end. Now imagine trying to do it for it for autonomous driving....

 

[530RL]

GM, Ford, Benz, BMW, are all in the space to make autonomous vehicles. They have all partnered up with large tech companies. Cisco, Intel, Apple, Waymo (google).

Not to get off topic but......

A self driving car (autonomous) seems to be about as useless as a self fucking girlfriend. What's the point in having one.....

 

[SBMech]

Like i said, the hardware is not the issue, the hardware is 'dime-a-dozen' it's the software that gets loaded onto it where the huge amount of capital has invested, it's heavily guarded.

There is no secret club for programming, but just like anything that is custom built, boats, cabinetry, houses, some people are very good at it, others are not. The difference with software is that it is so complex it can difficult to derive what someone else has done even if you have the actual source code, once it is compiled to machine code almost forget about it, and like UD says if it is loaded onto secure chips impossible.

Basically a competitor can't just look and have an "ah-ha!" moment with software the way they can with say, opening up a DCT, or disassembling an engine to measure shape of a combustion chamber. All they can do is get a hold of a system and try to reverse engineer it by simulating all of the nearly infinite numbers of variables and seeing how the outputs react... An immense task, that can be hard enough to do on something as simple as an EFI controller, and you still won't end up the same software at the end. Now imagine trying to do it for it for autonomous driving....

I had written up a long ass post about hacking and software, but realized it will not change anyone's minds lol.

Everyone is stuck in their own bubble, and that is just the way it is.

 

[Uncle Dave]

I'm totally open to hearing about a car company that can do what entire countries have not been able to.

Tesla hardware is not the PC component derived stuff everyone else uses in the auto market.
That stuff is easy to hack and cheap to produce- agreed.

They aren't using that shit - they are using military grade stuff its either fully dedicated or using somebody like Lockheed Martins fabs
Munro likens the tech to that of the F35 lightning which he was also hired to analyze so he'd know.

Even after you do the board layout, and write the code (massive skillsets and tons of people to do) - you still have a build machine that can build the boards.

Then you have to tune it all to work using millions of miles of data fedback to the programming team to tweak from.

This is on the hundreds of millions of dollars magnitude - way more than you can bet on a new model of car - its bet the company type money.




UD

 

[Raffit78]

Nvidia makes the components for Tesla. Not even remotely comparable to Cisco, Intel or like companies.

https://electrek.co/2017/01/20/firs...percomputer-for-autopilot-installed-in-a-car/

 

[Racey]

Nvidia makes the components for Tesla. Not even remotely comparable to Cisco, Intel or like companies.

https://electrek.co/2017/01/20/firs...percomputer-for-autopilot-installed-in-a-car/

What? Nvidia makes some of the most powerful ASIC/GPU's on the market, they can outperform Intel chips by orders of magnitude at specific tasks.

If you are saying they aren't comparable, that's because the chips Nvidia sources to Tesla are far superior than anything Cisco or Intel could provide.

 

[Yellowboat]

Here is the deal, what tesla has done is get a lot of cutting edge tech's from what amounts too every major industry and got them all working too make one product. Which is a feat in itself. The real question is, how long will it last before their market share goes away. That is really going too come down to when is it's competitor see profit/mandated too cut into said market share. Right now, there is not enough money in it, but don't worry I am sure CARB or the feds will change that soon.

 

[530RL]

What? Nvidia makes some of the most powerful ASIC/GPU's on the market, they can outperform Intel chips by orders of magnitude at specific tasks.

If you are saying they aren't comparable, that's because the chips Nvidia sources to Tesla are far superior than anything Cisco or Intel could provide.

Nvidia "makes" very little. They design and then outsource the manufacturing of a majority of their products to Foxconn for assembly and TSMC as a foundry. They have been trying to get Intel to manufacture for them since 2012 but Intel is running at 100% of capacity.

With respect to "superior" that is a matter of time and application needed. An iPhone may be superior to a hammer, but it sure is hard to pound a nail in with a iPhone.

But to be fair, I am biased in favor of Intel because they do own their own foundries and build their own products.

 

[530RL]

....snip


They aren't using that shit - they are using military grade stuff its either fully dedicated or using somebody like Lockheed Martins fabs
Munro likens the tech to that of the F35 lightning which he was also hired to analyze so he'd know.

Even after you do the board layout, and write the code (massive skillsets and tons of people to do) - you still have a build machine that can build the boards.

Then you have to tune it all to work using millions of miles of data fedback to the programming team to tweak from.

This is on the hundreds of millions of dollars magnitude - way more than you can bet on a new model of car - its bet the company type money.




UD

Ah.....Military Grade.....Now I get it.

No wonder they want 160k for a giant golf cart where it looks like someone taped a laptop between the front two seats.......

It is like a $60,000 coffee machine in a military C-17 Globemaster........or a $1,700 DOD approved hammer....

 

[Raffit78]

What? Nvidia makes some of the most powerful ASIC/GPU's on the market, they can outperform Intel chips by orders of magnitude at specific tasks.

If you are saying they aren't comparable, that's because the chips Nvidia sources to Tesla are far superior than anything Cisco or Intel could provide.

I guess I used the wrong language. They are all in the chip business competitively and if doing work with the government is the bench we are going by, then All 3 have government contracts and their chips are being used in many different projects. Gm is a year away from testing their car on public street with no steering wheel, gas and brake pedal. That tells me they are using pretty good technology in order to do that.

 

[Racey]

Nvidia "makes" very little. They design and then outsource the manufacturing of a majority of their products to Foxconn for assembly and TSMC as a foundry. They have been trying to get Intel to manufacture for them since 2012 but Intel is running at 100% of capacity.

With respect to "superior" that is a matter of time and application needed. An iPhone may be superior to a hammer, but it sure is hard to pound a nail in with a iPhone.

But to be fair, I am biased in favor of Intel because they do own their own foundries and build their own products.

True, pounding a nail with an iphone would be like using an Intel CPU to process graphics.

An arena which Nvidia has dominated for 20 years plus.

With respect to the autonomous vehicle operations, Nvidia parlayed their technology that calculates and processes spatial positional data into visual graphics into one that can process visual graphical images backwards into spatial positional points. (a very laymen breakdown). And combined with control outputs that can be connected to the vehicles drive systems. A very specialized product they have developed for the specific task of managing autonomous vehicle systems.

Edit: Just to reitterate, my main point was that Nvidia is an extraordinary company that has developed extraordinary products, and there is no basis to marginalize them against the likes of Intel or other processor designers and manufacturers. They are a top of the industry firm.

 

[Uncle Dave]

Ah.....Military Grade.....Now I get it.

No wonder they want 160k for a giant golf cart where it looks like someone taped a laptop between the front two seats.......
It is like a $60,000 coffee machine in a military C-17 Globemaster........or a $1,700 DOD approved hammer....

Being a military contract supplier (we are) I can tell you why that hammer costs 1700.00.

Its because the government demanded 1680.00 in paperwork for every one you sell.

They do it to themselves.


UD

 

[Uncle Dave]

e

Nvidia makes the components for Tesla. Not even remotely comparable to Cisco, Intel or like companies.

https://electrek.co/2017/01/20/firs...percomputer-for-autopilot-installed-in-a-car/

That way to broad a statement.

Nvidia designs SOME of the components for SOME boards.
(530 is right) Nvidia are mostly designers whos product is executed by many third parties fabs ( Nvidia is mainly made up of my old buddies from SGI )


Telsa boards are an amalgam of various processors with one board controlling multiple aspects of the car, unlike the previous approaches where each car subsection had its dedicated controller board all tied to a bus that strung from the front to the back of a vehicle adding latency and complexity.

Being able to combine different control layers into one board on an entirely separate layer is the shit.

Between the boards that control the vehicle and stages of autonomy, and the boards that control the battery tending and profile charging, and everything else.

Tesla has fewer boards that are also faster built on to a faster bus structure than is commercially available backed by millions of man-hours of dev all leveraged from the worlds leading Rocket company.

these guys are not going to be easily matched in this arena - if they ever are. You have to beat them elsewhere.

Dont believe UD - believe Sandy Munro.


UD

 

[SBMech]

Musk shit canned Nvidia today, Tesla "created" their own chip.

"The new chip, which Musk described as “the key to Tesla full vehicle autonomy,” blows the existing Nvidia Drive PX 2 out of the water. The Nvidia chip, developed after the firm realized video game graphics are trying to solve similar computational problems to autonomous cars, offers around eight teraflops of performance, around six times more than the Xbox One. But where the PX 2 can process 20 frames per second, Tesla’s chip brings this up to a staggering 2,000 frames with full redundancy and fail-over. Tesla’s setup is designed from the ground up for artificial intelligence, running the neural network at “bare metal” level.

“Our current hardware, which – I’m a big fan of Nvidia, they do great stuff,” Musk said. “But using a GPU, fundamentally it’s an emulation mode, and then you also get choked on the bus. So, the transfer between the GPU and the CPU ends up being one that constrains the system.”

Interestingly enough he failed to elaborate on exactly how Tesla cut out the GPU part of the formula.

Looks like once he figured out how they did it, he improved it.

We will see how this all shapes out lol.

 

[SBMech]

e


That way to broad a statement.

Nvidia designs SOME of the components for SOME boards.
(530 is right) Nvidia are mostly designers whos product is executed by many third parties fabs ( Nvidia is mainly made up of my old buddies from SGI )


Telsa boards are an amalgam of various processors with one board controlling multiple aspects of the car, unlike the previous approaches where each car subsection had its dedicated controller board all tied to a bus that strung from the front to the back of a vehicle adding latency and complexity.

Being able to combine different control layers into one board on an entirely separate layer is the shit.

Between the boards that control the vehicle and stages of autonomy, and the boards that control the battery tending and profile charging, and everything else.

Tesla has fewer boards that are also faster built on to a faster bus structure than is commercially available backed by millions of man-hours of dev all leveraged from the worlds leading Rocket company.

these guys are not going to be easily matched in this arena - if they ever are. You have to beat them elsewhere.

Dont believe UD - believe Sandy Munro.


UD

You keep quoting Munroe, you did read his summary right?

"One area where the Model 3 does not shine is its chassis. Munro says its unexpectedly heavy, despite extensive use of aluminum. “The strategy for the body is about as bad as could be,” he says. “It’s heavy and much more expensive than even the carbon-fiber BMW i3.” It also features an extraordinary amount of body sealant — 165 feet of the stuff by his company’s count.

He thinks Tesla is light years ahead of the competition when it comes to the electronics side of things — as you would expect from a Silicon Valley company — but its design and manufacturing skills are still stuck in the 20th century. He believes the very design of certain parts of the car, and the way components work together, betrays a serious lack of experience with automotive engineering. A careful analysis of industry best practices could dramatically slash the body’s cost and weight. Less weight would also benefit the car’s usable range.

In summary, Munro thinks Tesla could make money on fully optioned Model 3s, but he is skeptical it can do so with base model cars that sell for $35,000 plus a $1,000 delivery charge. “There’s nothing here that says ‘save money,’” he says. “I think $36,000 Model 3s will be rare as hen’s teeth. I don’t see how they could make money at $36,000.”"

There are reasons vehicles use a can bus system, and why they do not have central controllers. Latency in twisted wire pairs is not one of them lol.

Anyhow, I will just leave this to the greater minds around here, I am just a simple mechanic.

 

[Uncle Dave]

Not surprising.

He isn't constrained to the speed of standard system bus where Nvidia MUST design for that (normally)

In terms of designing it I doubt they do need Nvidia for design, but more likely consider them a competent partner when needed.

The question is who is going to invest in the fabrication it takes to make that new chip and can it even be made with tech on the shelf.

Hes got a long way to go from design to a working chip on a board.

UD

 

[SBMech]

Not surprising.

He isn't constrained to the speed of standard system bus where Nvidia MUST design for that (normally)

In terms of designing it I doubt they do need Nvidia for design, but more likely consider them a competent partner when needed.

The question is who is going to invest in the fabrication it takes to make that new chip and can it even be made with tech on the shelf.

Hes got a long way to go from design to a working chip on a board.

UD

It's already done. They are planning on rolling it out in the next year's models.

 

[Uncle Dave]

You keep quoting Munroe, you did read his summary right?

"One area where the Model 3 does not shine is its chassis. Munro says its unexpectedly heavy, despite extensive use of aluminum. “The strategy for the body is about as bad as could be,” he says. “It’s heavy and much more expensive than even the carbon-fiber BMW i3.” It also features an extraordinary amount of body sealant — 165 feet of the stuff by his company’s count.

He thinks Tesla is light years ahead of the competition when it comes to the electronics side of things — as you would expect from a Silicon Valley company — but its design and manufacturing skills are still stuck in the 20th century. He believes the very design of certain parts of the car, and the way components work together, betrays a serious lack of experience with automotive engineering. A careful analysis of industry best practices could dramatically slash the body’s cost and weight. Less weight would also benefit the car’s usable range.

In summary, Munro thinks Tesla could make money on fully optioned Model 3s, but he is skeptical it can do so with base model cars that sell for $35,000 plus a $1,000 delivery charge. “There’s nothing here that says ‘save money,’” he says. “I think $36,000 Model 3s will be rare as hen’s teeth. I don’t see how they could make money at $36,000.”"

There are reasons vehicles use a can bus system, and why they do not have central controllers. Latency in twisted wire pairs is not one of them lol.

Anyhow, I will just leave this to the greater minds around here, I am just a simple mechanic.

Yes - and watched all his vid on the subject of this car.

He hates the fit and finish, but loves the actual drive performance and tech.

He also states a hundred guys can get him where he needs to be fit and finish - but no one does a better job with the rest of the car.

He states every model is profitable in his later vids.

If the guys here watched the vids they'd be slamming the fit and finish, but most everybody ignored it because it came from me.

UD

 

[Uncle Dave]

It's already done. They are planning on rolling it out in the next year's models.

thats fast- I wonde rwhen the project actually started.

UD

 

[SBMech]

thats fast- I wonde rwhen the project actually started.

UD

3 years in development was the quote.

 

[spectras only]

Tesla Q2 earnings: $717.5 million loss, Model 3 production expected to ramp next quarter



https://www.caradvice.com.au/672689/tesla-q2-earnings/

 

[Uncle Dave]

3 years in development was the quote.

24/36 months about right Ill check it out - always appreciate the links!

UD

 

[Uncle Dave]

Tesla Q2 earnings: $717.5 million loss, Model 3 production expected to ramp next quarter
https://www.caradvice.com.au/672689/tesla-q2-earnings/

Which was better than expected.

Cash burn rate is slowing dramatically as 3's ship.

Stock is UP 44 dollars today.

UD

 

[SBMech]

https://www.inverse.com/article/476...ed-a-i-chip-that-will-power-full-self-driving

 

[Wicky]

All I Know is they are so fucking ugly, one has to be fucking drunk to buy one ....but hey, if you are a computer geek and think you're cool, whatever tickles your fancy and helps you drink your cosmo down smoothly. They literally look like a copy of a Kia imo. Ohhhh To grow up in the 60s and 70s again when cars were real and geeks were geeks.