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Even then, it's around 10% of their Q3 profits ($300m of $3.3b) and dwindling


Exactly, the tweet is basically factually incorrect. It implies Tesla is mostly about the credits when in reality it's a nice cherry on a really big cake for them. And it's not like they are getting favorable treatment here (which is another thing implied by the tweet). A lot of those credits exist because companies like GM receive them too and the US government just decided to inject a lot of dollars in renewable infrastructure. Only fair that Tesla gets a chunk of that given that they do invest a lot in exactly that kind of thing.

Also, people keep talking about Tesla as if it is just a car company. They now have several booming businesses related to grid batteries, domestic batteries, solar panels, charging infrastructure, and a few other things. They are becoming a virtual power plant even. And they are about to become a major semi truck producer (planning to ramp up to 50K trucks per year over the next few years). The cars are still a huge chunk of their revenue and profit of course but they have healthy growth in their other businesses as well. I think grid batteries are about 1 billion $ revenue per quarter at this point for example.


and that's why it is a historical account


The linked tweet is:

>Thread time. Here's the thing about @tesla It's not a car company. Tesla is a company that has to make cars in order to sell its real product: Emissions Credits.

It uses 'is' not 'was', in three different places. In English that means they're claiming it's currently the case, not a historical account like you're mistakenly thinking.

What makes you think it's a historical account?


Because Tomlinson starts out by talking about 2012?? The company got to where they were on the basis of regulatory credit exchanges for the majority of its relatively long history. It is no longer some startup darling, mind you, it's got years on it comparatively: https://www.businessadministrationinformation.com/news/the-t... If another 10 years pass where credits do not significantly contribute to its profits, then we can make a case for a fundamental change.

Also, take a look at what happened in 2020: https://news.bloombergtax.com/financial-accounting/sec-pushe...

And their significance in 2021 as well: https://news.bloombergtax.com/financial-accounting/sec-pushe...


You are comparing the revenue from the credits to the profits (or that's what the Bloomberg links you are giving do). That's specious. The credits aren't given to Tesla for free, they earn them by building and selling the cars. The credits are now and have been a small part of revenue.


It's also wrong historically.


Everyone is acting like this is a totally unintentional reduction in headcount...

Let's wait to see exactly how many people are left (if we ever even hear this number?), but it seems nobody remembers the reports from a month ago saying he wants to reduce it by 75%?

https://www.outlookindia.com/business/elon-musk-plans-to-fir...


That video is from 2020, but Tesla didn't remove radar until 2021. Meaning that the crash occurred with radar still active, which I feel just backs up what Karpathy was saying.


Well, the car may have had radar hardware but there are questions as to whether the software was using it:

https://www.nytimes.com/2021/07/05/business/tesla-autopilot-...

Excerpt:

Mr. Rajkumar of Carnegie Mellon, who reviewed the video and data at the request of The Times, said Autopilot might have failed to brake for the Explorer because the Tesla’s cameras were facing the sun or were confused by the truck ahead of the Explorer. The Tesla was also equipped with a radar sensor, but it appears not to have helped.

“A radar would have detected the pickup truck, and it would have prevented the collision,” Mr. Rajkumar said in an email. “So the radar outputs were likely not being used.”

https://www.nytimes.com/2021/12/06/technology/tesla-autopilo...

Excerpt:

Tesla later said that during the crash, Autopilot’s camera could not distinguish between the white truck and the bright sky. Tesla has never publicly explained why the radar did not prevent the accident.


Because radar is not good at picking up stationary objects and/or has to filter them out:

https://www.wired.com/story/tesla-autopilot-why-crash-radar/


> Autopilot’s camera could not distinguish between the white truck and the bright sky.

Is this a hard limitation to vision systems? Or are they saying in that particular early version it couldn't?

(And yes I understand LIDAR wouldnt be limited by the color and would see the objects)


Very impressive reaction from the guy in the video, but I don't think he's using this to tell the heading. It looks like he also has a compass on his watch band as you can see at 1:03.


> 37% greater pixels-per-inch. And 1.3x larger color gamut

Is referring to the display resolution inside the headset

> Full-color mixed reality, with resolution 4X higher compared to Quest 2

Is referring to the camera resolution on the outside of the headset

> slimmed down the optical stack by over 40% compared to Quest 2

The are using a new technology, pancake lens, giving effectively the same (or better?) performance but taking less space to do so.

> Real-time expression tracking

You can turn it on or off as a user. I don't know if they've optimised it to only "run" when the software you're interacting with is setup to use it or not.


I think the link and title should be updated

Link to: https://old.reddit.com/r/bnbchainofficial/comments/xxjkpy/te...

Title to: Temporary Pause of BSC estimated funds taken off BSC are between $100M - $110M


Tesla counts any incidents that occurred within five seconds of FSD/Autopilot disengaging as being "under autopilot". Given the driver is meant to be paying attention and ready to take over at any time 5 seconds is plenty of time to take over (and come to a complete stop from ~70mph)


Oh cool, it'll point your car at a child and give you 5 seconds to fix its own mistake! How generous! What a great system! Fully autonomous driving except for when it makes a mistake...


Excellent list and resonates strongly with me as the father of a 6 year old girl.

I especially love the "re-discovering the world" part. Watching my kid learn concepts, coming from a totally different starting point and putting her own spin on it has been wonderful.

That said, it is HARD to be a good parent. It's super rewarding but it's not easy.



This is so true. But as long as you’re always aware of your failings (and accepting that it’s OK not to get it right all the time) then it’s possible to ‘step up’ to parenthood like so many of us do.


No need to speculate:

"We will happily ship a Starlink kit to any customer that purchases one. With Starlink kits all over the world, we don't have much control over what users do to them. History shows us that it's hard (and maybe impossible) to make devices completely resilient to persistent attackers with unrestricted physical access – the attacker just has too much power when they have infinite time to modify the hardware. In the limit they could always just build their own user device from scratch, though we know from experience that it's pretty hard to do so. Ultimately, the only way for us to build a secure system is to assume that attackers will eventually get into the Starlink kit, and add additional layers of defense-in-depth to protect our network and the other users within it. Other parts of the Starlink network, like satellites, might be more difficult for a consumer to get their hands on, but similarly are built with layers of defense. To provide these additional layers of protection, there are a number of security properties that we believe are important both in the Starlink kit and in the rest of the system"

From https://api.starlink.com/public-files/StarlinkWelcomesSecuri...


The copy on the website is pretty damn clear[1]:

-------

Full Self-Driving Capability

All new Tesla cars have the hardware needed in the future for full self-driving in almost all circumstances. The system is designed to be able to conduct short and long distance trips with no action required by the person in the driver’s seat.

The future use of these features without supervision is dependent on achieving reliability far in excess of human drivers as demonstrated by billions of miles of experience, as well as regulatory approval, which may take longer in some jurisdictions. As these self-driving capabilities are introduced, your car will be continuously upgraded through over-the-air software updates.

-------

It never once says or implies Full Self Driving is available now. Tesla intends it to really be "full self driving", when it's ready and has regulatory approval.

[1] https://www.tesla.com/autopilot


They also advertise "Full Self Driving Beta" as being available right now. An actual beta would be a hundred times closer in capability.


While there are obviously cases that FSD beta can't currently handle well, there are countless YouTube videos where FSD Beta is able to do 20+ minute commutes with zero disengagements.

100 times more capable would be 2,000 minutes, or 33 hours. Do you really think the beta, which is an opt in closed program that you have to qualify for and has caveats and warnings, needs to be 100 times more capable before it's released?


It doesn't have to be 100 times more capable. It has to be 100 times closer to full self driving before it's really a "beta" of full self driving.

As an analogy, let's say something is 30cm, and you want to get it to "almost a meter". If that's 95cm, then you need to get about 15 times closer. That means reducing the gap by a factor of 15. It doesn't mean you need 450cm.

Though I'd be fine with your time metric too. I do want to get to the point where 33 hours without disengagements is routine before "full self driving" is talked about as almost done. I wouldn't want to require that before it's released at all, I just want an accurate name applied.


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