Bob 4 Tesla🇦🇺🚘

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Bob 4 Tesla🇦🇺🚘

Bob 4 Tesla🇦🇺🚘

@B08Dunne

Cofounder of a global software company ... now new projects. Owner : MYP (red). Tesla shareholder. Passions :Spacex, Tesla, Chess,French,Vegetarian,cycling.

Gold Coast, Australia Katılım Nisan 2010
555 Takip Edilen376 Takipçiler
Bob 4 Tesla🇦🇺🚘
Bob 4 Tesla🇦🇺🚘@B08Dunne·
@SantoroSystems The question is ... what are they doing behind the scenes... for one thing they are getting robotaxi to mass production and they want FSD, robotaxi, logistics, approvals, app, etc... to all be ready before a launch. Simple really.
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Matthew Santoro 🇨🇦
Matthew Santoro 🇨🇦@SantoroSystems·
@B08Dunne I am watching it I'm asking what improvements have you noticed in the last 4 months considering there's no FSD updates.... Nothing has happened in 4 or 5 months after 14.2 I have a long horizon, but doubt the short-term
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Matthew Santoro 🇨🇦
Matthew Santoro 🇨🇦@SantoroSystems·
To put it bluntly, the robotaxi fleet size is bad enough at this point that literally everyone should be asking Elon what the hell is going on, there might be a perfectly reasonable explanation but we should know what that is instead of guessing what it is. The active fleet size is the same size that it was on November 2nd
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Bob 4 Tesla🇦🇺🚘
Bob 4 Tesla🇦🇺🚘@B08Dunne·
@bdquinn I have a set of tools I can see you to build your own spaceship. You are now a threat to SPACEX.
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Sir Humphrey 🇺🇦
Sir Humphrey 🇺🇦@bdquinn·
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.
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Bob 4 Tesla🇦🇺🚘
Bob 4 Tesla🇦🇺🚘@B08Dunne·
@SantoroSystems If you're not watching the FSD improvements there are lots of videos out there.... It's all about AI, autonomy and Optimus and I have a 10 year horizon so as mentioned I'm chilling and enjoying life.... yes it would be great to know every thought and metric but we don't.
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Bob 4 Tesla🇦🇺🚘
Bob 4 Tesla🇦🇺🚘@B08Dunne·
@farzyness China can see what has happened to Russia in it's SMO and is smart enough to use other tactics than invasion to get Taiwan back in the fold.
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Polymarket
Polymarket@Polymarket·
BREAKING: North Korean state media announces Kim Jong-un has won the parliamentary elections with 99.93% of the vote.
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Bob 4 Tesla🇦🇺🚘
Bob 4 Tesla🇦🇺🚘@B08Dunne·
@SantoroSystems As mentioned, I have confidence is what they are doing and I'm chilling ... so I think strategically ... I don't count cars I just love the progress FSD is making.
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Matthew Santoro 🇨🇦
Matthew Santoro 🇨🇦@SantoroSystems·
@B08Dunne Just so I can figure out how your brain works here, if they had 40 cars at the end of the year and only four of them were unsupervised would you still be saying the same thing? What if they had 40 cars with four unsupervised by the end of 2027?
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Bob 4 Tesla🇦🇺🚘
Bob 4 Tesla🇦🇺🚘@B08Dunne·
@alex_avoigt If I was a legacy automaker I would announce all sorts of things that were years away and plan to run for the hills before it all hits the fan...seems to be their play book right now.
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Alex
Alex@alex_avoigt·
To all who still don’t know: All what Nvidia provides is a development environment therefore every company that want to succeed with L4 autonomous vehicle needs to work through almost all the challenges Tesla worked through including having the data to train NN. Tesla will dominate the market when others are still struggling.
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Matthew Santoro 🇨🇦
Matthew Santoro 🇨🇦@SantoroSystems·
@B08Dunne Well Elon and Tesla have been wrong every single time they've ever mentioned a single timeline unless it was 100% in their control. And I've been advocating for camera washers for years now so at least in the last few months when it comes to the robotaxi, me one, Elon zero.
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Bob 4 Tesla🇦🇺🚘
Bob 4 Tesla🇦🇺🚘@B08Dunne·
@wholemars Elon's view is that the sheer quantity of chips they will need in future cannot be supplied by the existing players in time...also hedge against global disruption. Smart move.
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Josh
Josh@Josh143574359·
Tesla will be on fire when @elonmusk stops saying Optimus “will” do that, and starts saying Optimus “can/is” doing that
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Gary Black
Gary Black@garyblack00·
@teslayoda You forgot to include the cost of the safety monitor which is still present in 98% (392/400) $TSLA autonomous ride hailing vehicles.
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Tesla Yoda
Tesla Yoda@teslayoda·
Cash flow unit economics for Cybercab can be expressed in one simple equation. Monthly Cash Flow = (Price per mile × Miles per trip × Trips per hour × Hours per day × 30) − Monthly operating cost Assume: $1.50 per mile 3 miles per trip 4 trips per hour 8 hours of operation per day Average trip revenue = $4.50 So monthly revenue becomes: Revenue = 4.50 × 4 × 8 × 30 = $4,320 Operating costs: $200 lease $100 insurance $100 cleaning/maintenance Total cost = $400/month Monthly cash flow per Cybercab: $4,320 − $400 = $3,920 And this assumes only 4 trips per hour and 8 hours of operation per day, leaving plenty of room for higher utilization as the network matures.
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Bob 4 Tesla🇦🇺🚘
Bob 4 Tesla🇦🇺🚘@B08Dunne·
@FutureAZA @greggertruck I'm sure Tesla would use better batteries if they had superior performance without any drawbacks. Lots of companies are working on battery tech and it's a question of deciding which horse to ride and when to switch.
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FutureAzA
FutureAzA@FutureAZA·
@B08Dunne @greggertruck BYD tests extensively. I think the question is about why we only have one company innovating instead of dozens, and why we won't use the better tech even when it's available.
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Mr. Mike
Mr. Mike@mrmikeMTL·
do people actually watch movies with subtitles on?
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Neil Bolton
Neil Bolton@NeilBoltonRSPL·
Now sunk by the US navy, though they knew that the IRIS Dena was unarmed - they were the rules of #IFR2026_India and #MILAN2026 Comms likely supplied by Australia through Exmouth. Some Australian Navy crew likely on board. @IN_HQENC
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