Wanderersimage

765 posts

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Wanderersimage

Wanderersimage

@wanderersimage

Traveling photographer. A former semiconductor engineer (litho, HBI, EDA) technology program manager, sales/biz dev executive for high-tech.

Hillsboro, OR Katılım Mart 2023
168 Takip Edilen134 Takipçiler
Wanderersimage
Wanderersimage@wanderersimage·
@herbertong Is it even possible to completely solve the tail end? The last evening, I was driving right into the sun and FSD gave up. I took over. Not a big deal. But, if this happens on Robotaxi, I doubt a remote operator can take over the driving w/ the same image thru the same camera?
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Wanderersimage
Wanderersimage@wanderersimage·
@TeslaBoomerPapa But, sounds like the floodgate will open by ~2026/E. CF would return positive quickly. Much higher FSD take rate x (multiplied by) increased EV sales =$$$. Cybercab, Semi and Optimus in full production. Plus AI demand on energy. Tesla will be unstoppable by April next year.
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TeslaBoomerPapa
TeslaBoomerPapa@TeslaBoomerPapa·
Read the analysts comments: Basically nothing is going to happen this year! Last year: 2025 was going to be a slow starting BUT 2026 was going to be a gangbuster year, now : 2026 is going to be a very slow starting, but 2027 will be gangbuster! This is exactly how I described the situation all day today, but many of you told me : "no, no, all is fine"! Sorry, and believe me, I'm the first one who wished otherwise, but very unfortunately I'm right here, and in many ways, it's Musk himself who confirmed what I said! reuters.com/business/autos…
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Wanderersimage
Wanderersimage@wanderersimage·
@techstoa @StreetervilleD1 @r0ck3t23 @broncobella24 @elonmusk I like his products. I paid fairly and remain happy with my purchases. So do many others and governments. His products even have saved lives of many. Naturally, he became rich. Good for him. There are always some people keep complaining and hating, which provides me no value.
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TechStoa
TechStoa@techstoa·
@StreetervilleD1 @r0ck3t23 @broncobella24 @elonmusk I care. The ties between corporations and government are killing us, and he acts like he's not part of the problem. In fact, he acts like he solves the problem while starving poor people around the world through those DOGE changes. Fuck that.
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Dustin
Dustin@r0ck3t23·
Elon Musk just described the most sophisticated theft operation in American history. Not a heist. A system. Your tax dollars leave Washington. They enter a non-governmental organization. The government. With different letterhead. Musk: “Obviously if it’s a government-funded non-governmental organization, it’s just the government.” They cross a border. American law stops following them. They pass through three more entities in three more countries. They come home. Different pocket. Clean hands. Perfect crime. Musk: “The government can send money to an NGO that is then no longer governed by the laws of the United States.” Now run the math. Congressional salary. $200,000. Average net worth of a longtime member of Congress. North of $20 million. Musk: “There are a lot of strangely wealthy members of Congress. I just can’t connect the dots of how they got $20 million earning $200,000 a year. Nobody can explain that.” Nobody is supposed to. This machine ran untouched for decades for one reason. Human limitation. A forensic team cannot trace ten thousand wire transfers across fifty global jurisdictions at once. The corruption does not hide in darkness. It hides in volume. They built a labyrinth so deliberately complex that the sheer weight of it collapses every investigation before it starts. Paper buries paper. Bureaucracy absorbs inquiry. The entire architecture was engineered to exhaust you. Then artificial intelligence arrived. AI does not get tired. It cannot be bought. It does not lose the thread at wire transfer 4,000. You give it the entire global ledger. It maps every node, every transfer, every shell entity, every offshore NGO across every jurisdiction. Not in weeks. In hours. It finds the signal inside the noise. It flags the pattern. It traces a dollar from a D.C. appropriation to a Cayman shell to a congressional portfolio in the time it takes a human auditor to find his parking spot. The labyrinth was built to defeat human eyes. It is defenseless against a machine that reads the entire maze at once. This is why the establishment is not just annoyed by DOGE. They are terrified. Musk: “We’re going to try to figure it out and stop it.” He did not arrive in Washington to trim budgets. He arrived with supercomputing, AI audit systems, and a mandate to map the full financial architecture of the federal government. For the first time in history, the complexity that protected the corruption is the very thing that will expose it. Every shell entity is a signature. Every routing pattern is a fingerprint. Every congressman who walked in earning $200,000 and walked out worth $20 million is now a variable in an equation that will be solved. The swamp was never impenetrable. It was just too big for human hands. It was never built for this.
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Wanderersimage
Wanderersimage@wanderersimage·
イランは女性を守る為にスタジウムへの女性の立入を禁止した、などとバカな解説があったと思うが、過去40年以上にわたってイランを実質上支配するIRGCが女性を家畜と同レベルのSex Slaveと考え、公共の場で肌や髪を見せただけで公開処刑したり鞭打ちの刑に処し、これらに反対して平和的なデモを行った数万人の国民を街灯からぶら下げる等の惨殺を繰り返してきた事を知った上での発言なのか?この40年間海外からの支援を公共の福祉のためには全く使わず、テロ組織の支援、ミサイルやドローンの開発、それらを地下深く隠すためのトンネルの建設、また武器として使う為のウラニウムの精製に用いてきた事は語らないのか?また、IRGCはキリスト社会をこの世から抹殺し、アメリカ合衆国をサタンとして殲滅する事を公然と宣言しているが、今回合衆国が、エネルギーの平和供給と引き換えに核開発の中止を求めると、あと数週間で核弾頭に搭載するウラニウムができると応酬し、それ故に、合衆国、イスラエルが攻撃に踏み切った背景等を理解しているのか?実際彼らが今回の戦闘で使ったICBMは、予想を裏切り、既にイギリスを含むヨーロッパ全土を射程距離内に収める能力があった事、もしこれに核弾頭が搭載されていれば、どんな悲劇が巻き起こったかもしれない事を知っているのか?知っていてTVで放映しないのか?海外に居ると、日本人が全く平和ボケで、世界情勢に疎い事を思い知らされ恥ずかしいと感じることが多い。 x.com/Realneo101/sta… x.com/Realneo101/sta…
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「池上彰のニュースそうだったのか!!」テレ朝公式/TV ASAHI -Ikegami News
📺7日(土)よる6時56分からは… #池上彰のニュースそうだったのか !! \📢 緊急生放送⚡️/ アメリカ🇺🇸のイラン🇮🇷攻撃 一体何があったのか? これからどうなる? 日本🇯🇵への影響は? 気になることを #池上彰 がわかりやすく解説☝️ #井戸田潤 #松嶋尚美 #カズレーザー #松陰寺太勇 #福田麻貴
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TeslaBoomerPapa
TeslaBoomerPapa@TeslaBoomerPapa·
And "autonomy" is not there, and not about to be. So WHY "mass produce" as Elon stated ?
Tesla@Tesla

@robotaxi Cybercab is purpose built for autonomy Production starting in April

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Wanderersimage
Wanderersimage@wanderersimage·
@JOBhakdi Exactly. Every single CC coming out from the production line starts making $$ immediately. What does “production” mean by the number of CCs being added to Robotaxi fleet EVERYDAY? 10? 100? 1000? 100 sounds a lot. 1000 sounds insane. Well, they can do 1M/365 > 2500/day!!
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Wanderersimage
Wanderersimage@wanderersimage·
@JOBhakdi I suspect “memory bandwidth” issue turned out to be the real “last piece” of the puzzle, not whatever the one Elon and the team assumed 14.3 would solve before Elon’s prediction that Robotaxi would “double every month”.
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Jo Bhakdi
Jo Bhakdi@JOBhakdi·
Obviously we are all speculating - but I do not think Robotaxi scaled rollout is 12 months out. When I connect the dots, I still do believe it's imminent and we have a short moving towards 10k+ end of the year unsupervised. Cybercab production remains my biggest conviction driver: they just started real production yesterday. Why? Because they know they can keep scaling now. Slowly - maybe to 30 or 40 in May - but then faster.
javerse@javerse1

@JOBhakdi Sure but the 12 month outlook is very questionable. It would not be unfair to assume full on robotaxi could still be more than a year away. Remains a long term bet. Automotive/FSD could save the day if FSD is widely approved. Optimus will take even longer.

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Wanderersimage
Wanderersimage@wanderersimage·
@TSLAFanMtl I suspect they found memory bandwidth issue relatively recent. Probably after Elon predicted “doubling every month”. I think this is a real push back by probably 6 months or so unless they find a quick work around.
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James Cat
James Cat@TSLAFanMtl·
Elon said he doesn't think it makes sense to scale FSD/Robotaxi to a much larger scale while Tesla knows that there are some major architectural software improvements that will further improve safety. So I think we will continue to see a cautious, and slow, rollout and expansion.
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Wanderersimage
Wanderersimage@wanderersimage·
@herbertong You don’t understand what the “final piece” means. Then, stop pushing it. The vehicles still do “eternal looping” and “afraid of rail tracks”. # of Robotaxi vehicles hasn’t started doubling every month. How significant is the final piece, then?
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Herbert Ong
Herbert Ong@herbertong·
NEWS: Elon Musk says Tesla FSD v14.3 is the final piece for unsupervised driving But rollout won’t rush 👇 • Safety > convenience • Major architectural upgrades still coming • Large-scale Robotaxi waits until software is fully validated Plan: finish → validate → then scale. $TSLA
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AlphaEcho
AlphaEcho@Alphaecho207·
Claude Sonnet 4.6 is the smartest Al right now. But 90% of people prompt it like ChatGPT. That's why I made the Claude Mastery Guide: → How Claude thinks differently → Prompts built for Claude → 2000+ Al Prompts Comment " Claude " and I'll DM it free.
AlphaEcho tweet media
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FAVOR
FAVOR@dad_sOn1·
I Poured LIQUID METAL on My Bedroom Floor?! Copper Epoxy Art
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Mike Netter
Mike Netter@nettermike·
🇺🇸 Connecticut Rep. Maryam Khan replaces U.S. flag for Pakistani flag at legislative desk.
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The Humanoid Hub
The Humanoid Hub@TheHumanoidHub·
Scott Walter (@GoingBallistic5) explains Tesla Optimus' innovative rolling contact finger joints from the newly published patents.
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𝟑 𝐞̀𝐦𝐞 𝐎𝐞𝐢𝐥
👀 Tout le monde ne peut pas voir un autostéréogramme, il faut avoir "l'œil magique". Certaines personnes la voient en quelques secondes, d’autres jamais. Vous voyez quoi ?
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Wanderersimage
Wanderersimage@wanderersimage·
@gardenandmoree 1. She is much stronger than me. Must be a heavy lifter. 2. I like the magic bucket that has 4x inside capacity than the outside. 3. The bee is huge! Anyways, I like the idea.
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Wanderersimage
Wanderersimage@wanderersimage·
@JOBhakdi Strangely, it all depends on what Elon would say in the upcoming earning report. Q1 delivery figures do not even matter. Considering the timing of Robotaxi introduction in Houston and Dallas, Elon seems ready to boost.
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Jo Bhakdi
Jo Bhakdi@JOBhakdi·
I disagree - this can go to $490 now in no time if markets keeps trending up, and to 600+ if Robotaxi scales. Dan will chip in of course if that happens.
Todd Tumlin@TumlinTodd89663

@JOBhakdi Thanks to u Jo & the many others whose intellect help bring understanding & thought to all that is taking shape @ ELON & Co.; but until Dan Ives steps back into the spotlight & forecasts his new TSLA guidance, I believe the stock will trend sideways until the IPO bell rings on WS

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Wanderersimage
Wanderersimage@wanderersimage·
@OverlyTrev @alex_avoigt We’ve been witnessing the initial “agonizingly slow” phase. Even that is ~10x faster than Weimo. From here, it is supposed to accelerate to “insanely” fast pace, getting ready for “epic” 2026 to “ridiculously good” 2027. Exciting!!
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Overly Trev
Overly Trev@OverlyTrev·
Tesla expanded Robotaxi services today to two new cities, Dallas and Houston, Texas, both of which started unsupervised. I'd like to put this into context by comparing it to Waymo, which for now has the largest Robotaxi fleet and city availability. — Time to paid unsupervised rides: Tesla ~7 months (June 2025 to Jan 22, 2026) Waymo ~4 years (2016-2020) — Time from 1st unsupervised city to 3rd: Tesla ≈3 months (Jan 22, 2026 to April 18, 2026) Waymo ≈4 years (2020-2024) People will say Tesla isn’t scaling fast enough, but look at the timelines—they’ve scaled faster than the most scaled company when it started, and I think this will only accelerate.
Overly Trev tweet mediaOverly Trev tweet mediaOverly Trev tweet mediaOverly Trev tweet media
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Wanderersimage
Wanderersimage@wanderersimage·
@WR4NYGov Because they believe it is their mission given by Allah to dominate the entire world. The radical/extreme ones even believe the mission is to eliminate the other religions by killing. It can be suicidal but they don’t mind because they believe Allah will take them to the heaven.
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Wanderersimage retweetledi
Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 WOW! Nick Shirley says it PERFECTLY on Elon Musk "I don't think too many people actually say THANK YOU to Elon Musk. Do people realize what he's actually done for society?" "I'm looking at him just eye to eye. I'm like, 'wow, this man has done a lot for society and he's taking his time to just talk with ME.'" "I think we both just wanted to meet each other and to have a conversation." "And everyone just wants to DEMONIZE Elon Musk." "Between Starlink, between Tesla, between the uh between X, between the tunnels, like do people realize how much this man has done? PayPal too. Do people actually realize how much impact this man has had on society?" "He's not money driven. And everyone wants to get mad at him for having money? That's just what happens when you provide such value to the world." Thank you @ElonMusk! Team America, team civilization 🇺🇸 📽️ @ShawnRyan762 @nickshirleyy
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