InternetGuy

@aliByteCode Youre building easy products, of course they're hard to market anyone can make them.

Hot take: Marketing your product is harder than building it. Change my mind.

@MattyKoebel @nws4702 @bdquinn They will do what they have been doing, send out cars and collect the data. And I will explain it for the FIFTH time, alot of Tesla's data will not be as useful because its on out dated hardware. I have never seen someone so simple they need a point disproven 5 times 🫵😂

@internetguy420 @nws4702 @bdquinn It is a win and much more than that. Waymo doesn’t have the data and every other company is far behind that. You need a large fleet to collect all the edge cases. You have not explained where this will come from

Not sure how Nvidia becoming a big player in self-driving cars isn't a mortal threat to the Tesla valuation case. Tesla's valuation only makes a trace of sense if they're the only one who solves self-driving (at least any time soon) and they get to have the market to themselves.

@aryanlabde Good thing it only costs a Claude subscription and a little time

The vibe coding dream: build a SaaS solo, make $10k month, work from anywhere. Reality: launch and then figure out why no one is using it.

@MattyKoebel @nws4702 @bdquinn Please point to where I said anything with the same sentiment as "self driving is pulled out of a hat". My whole argument the whole time, is that Tesla's "data moat" is not as big as it seems and won't be an automatic win. PLEASE, reread the thread before responding!

@internetguy420 @nws4702 @bdquinn You don’t get it. You think self driving is pulled out of a hat and ignore the years of struggle to get here. Tesla has millions of cars on the road that are running the same software as the robotaxis in Austin. FSD works everywhere and you can buy one today and try it.

@jason334990 @M44_1RJ There is already competition

@M44_1RJ Elon tends to be late but he sure delivers even if he is a few years late. FSD is a completely new engineering feat that requires so much data, research, and money. Chill and let the man work. When he delivers, there will be a massive pot of gold at the end of that rainbow.

I think every $TSLA retail investor should take a careful look at the stock’s underperformance, Elon’s promises, and his attention to Tesla. Only 1 in every 10 robotaxis has zero driver; the rest have someone in the front passenger seat watching. Almost a year later, and robotaxis are still in a geofenced area with just 40 cars and no expansion. We’ve got a problem, folks. FSD 14.3 wide release in a few weeks—who gives a fuck anymore with this endless cycle of 14.3, 14.3.1, 14.3.2, and so on? When can I enroll my car in the Tesla Robotoxic fleet, Elon? Inconsistent behavior is killing innovation and holding back progress. The car can do amazing things and pull off incredible maneuvers, then suddenly make a stupid mistake—like parking itself in someone else’s driveway or spinning in a parking lot, passing available spots before parking you a block away at the far end. Frustrating, to say the least. We’ve got a serious problem with Elon ! @elonmusk

@MattyKoebel @nws4702 @bdquinn This is my third time explaining it to you. With every new hardware version their "years of studying" becomes less useful. All of the companies mentioned have more robotaxis than tesla. If you have trouble understanding this you need this link 🙏 khanacademy.org/ela/cc-3rd-rea…

@internetguy420 @nws4702 @bdquinn Yea it is. It’s like studying for an exam for 10 years and people like you think the guy that crammed the night before will get the better mark. Use some common sense. Zooks 😂😂😂😂😂😂 Waymo isn’t bad at safety in an area that they have pre mapped but have no brains.

@GrindeOptions Right now, they dont do robotics, only manufacture their own product, dont make most of their own batteries, haven't delivered semis. the other ones get beat by other car companies. The only thing they have is FSD/robotaxi which has adoption problems and rising competition.

Is there any other investment greater than $TSLA at the moment? I’m starting to strongly believe that there really isn’t if you’re looking out 5-10 years from now. Like who will beat them in robotics? Who will beat them in manufacturing? Who will beat them in autonomous vehicles? Who will beat them in battery cell production? Who will beat them in solar and battery storage? Who will beat them in FSD? Who will beat them in supercharging? Who will beat them in chip manufacturing? Who will beat them in electric semi trucks? Who will beat them in overall fleet size? Who will beat them in real world AI data? Who will beat them in AI data capabilities? It’s difficult to fathom how anyone is going to keep up with them on all fronts.

@wobble_gb @freiwirtschaft @FredLambert My point, people are making alot of assumptions that they dont know all in the name of defending tesla. I just think its kinda sad

@internetguy420 @freiwirtschaft @FredLambert Lol they only provide it to police and the person. Who gives a shit what you think dipshit

Tesla fans using the “4-second disengagement” as a gotcha are missing the forest for the trees. Yes, the driver was technically in control of the vehicle at the moment of impact. But she was in control because FSD was already failing by driving too fast ahead of this sharp turn — it was heading straight into a concrete barrier at highway speed with no sign of correcting. Everyone who has frequently used FSD or Autopilot and paints this 4-second disengagement as a “gotcha” moment is being disengenous, and that includes Elon Musk. I have tens of thousands of miles on FSD, and I’ve experienced the system coming too fast into a turn at least half a dozen times. We’ve said this before and we’ll keep saying it: the problem with FSD isn’t what happens when the driver is paying attention and the system works. The problem is what happens when the system gives you every reason to trust it, and then suddenly doesn’t work. The driver has to recognize the failure, assess the situation, decide on a correction, and physically execute it, all in less time than the system needs to create the danger. Musk and Tesla’s propagandists can point to the logs all they want. The video shows what actually matters: FSD approaching a standard highway curve at full speed with zero indication it was going to navigate it. That’s the failure. Everything that happened after, including the panicked disengagement, is a consequence of that failure. The framing that this was “manual driving, not FSD” is technically true for the final 4 seconds and deeply dishonest about the full sequence of events. It’s exactly the kind of liability shell game that courts are increasingly rejecting, as that $243 million verdict makes clear. Tesla created the system, sold it as “Full Self-Driving,” and profits from the ambiguity. At some point, it has to own the consequences.

@Leonari13 @dlogosxyz @PeterDiamandis "Teslas FSD" i rest my case

@internetguy420 @dlogosxyz @PeterDiamandis This is about Robotaxi genius

Tesla's FSD: 5.3 million miles between accidents. US driving average: 660,000.  That's 9x safer. And it's only getting better.

@MattyKoebel @nws4702 @bdquinn You can't just parrot the original point, teslas data moat isn't the slam dunk people think, I said why in the previous replies. Its getting proved true with zoox, pony.ai, Apollo go, waymo(although they have Google maps data)

@internetguy420 @nws4702 @bdquinn Dataset is key Takes years to acquire all of the real world edge cases The larger the dataset, the more compute is needed to train the model.

@freiwirtschaft @FredLambert Show me the data

@internetguy420 @FredLambert Tesla has data from the steering wheel and the pedals. You will clearly see in the data if the driver disengaged.

@dlogosxyz @PeterDiamandis Its 100 dollars a month and most people dont think that THEIR driving is a problem

@PeterDiamandis What do you think is blocking its wider rollout? It can't be just that some regulators don't understand statistics, can it?

@ZacksJerryRig @elonmusk @Dan16676935420 More pre-spacex ipo narrative boosting

@ZacksJerryRig @elonmusk @Dan16676935420 Its because the vast majority or subscribers are elon fans. As a result posts that paint musk in a bad light will be downvoted out of the algo

Very excited for the dislike button. Especially since X is such a positive, uplifting platform full of sane people and little to no bots. I literally can’t imagine it going wrong.

@MattyKoebel @nws4702 @bdquinn The data is far more than just video (which is far less useful when lower quality) its also monitoring the cars actions. Mapping out the environment is one issue but teaching it WHAT to do in that environment is obviously the key.

@internetguy420 @nws4702 @bdquinn The video is compatible 🫤 Yes, video from old cars works for training to run on new cars. They don’t start over every time they upgrade hardware 🤡

@bp22 Agreed, obviously there will be powerball winners or children of multi billionaires, but thats a pretty small number of them. I'm not boot licking or saying people have to like billionaires but they obviously have some form of intelligence

What a cynical take. Generally it means you created something of immense value in a relatively short period of time, but those who can't do that, tend to come up with envy click bait.

@MattyKoebel @nws4702 @bdquinn hw2 is not unsupervised compatible, thats why they offer upgrades. You're the one that made the assumption lol "im pretty sure" you have no basis for that lol. If it was compatible with unsupervised they wouldn't need hw3 or hw4

@internetguy420 @nws4702 @bdquinn Why do you assume this? I’m pretty sure the collection of edge cases over years with millions of cars is still valid.

@wholemars Nvidia will not run tesla out of business, but tesla set the standard so high that competing with the two largest companies in the world is rightfully concerning. Their goal of capturing the whole market isnt realistic in the long term

Tesla: we just launched fully driverless cars, no safety monitors critics: Ha, there’s only a few of them. Tesla is so doomed. Nvidia: We hope to launch a few cars on Uber with human safety drivers in 2027 critics: Holy shit, that’s so impressive! Tesla is so doomed.

@marketgeniusx @wholemars Yeah but in fairness most of those miles are on outdated hardware. We can't say that they mean anything to tesla

@wholemars Tesla has 6B+ real-world miles of driving data training its neural nets. Nvidia has a partnership slide deck. The data moat in autonomous driving is everything. Markets will eventually figure out who actually owns the training pipeline.