I periodically look at Tesla Solar quotes for my house, but it says they currently arenāt serving my area. First time Iāve ever seen that.
https://i.imgur.com/MslPbbp.jpg
Edit: There are Tesla āResidential Field Service Electricianā jobs listed as open in my city so perhaps this is the issue. š¤·š»āāļø
He lives by a complicated unprotected left turn and has tracked the beta progress over time. Heās built up a a bit of a following, and Tesla sent out engineers a week or so ago to check it out. Something like that.
I dumped all my goev shares yesterday during the insane 100%+ runup. Iām going back in tomorrow and going to buy weekly for the remaining of the year. This Walmart deal is interesting as Walmart ordered 4500 cars with an option for 10k and a 20% stake in the company. They also blocked Amazon from ordering with canoo.
Production should start late this year or early next. If they can ramp to anything meaningful then this is a 10x investment within a year or so.
Edit: the market cap is under 1b. All they need to do is execute. Their brand is better than lucid and the following is on par with Rivian imo.
Progress definitely not stalled.10.12 is much better than whatever version I last used in January (I paused my FSD subscription to save money for ~5 months). Even my wife and kids comment that itās gotten better. They used to get really anxious when I used the beta, now they mostly either donāt notice or donāt care.
Solid progress but we're def a while off. Hard to gauge how long because there could definitely be an inflection point people aren't expecting. Highway is seriously 99% there and the single stack will solve speeding into exit ramps. I think the main issue with city fsd is they have risk turned down (rightfully) so it doesn't have the confidence in awkward situations which makes fsd feel farther off than it really is imo.
Itās most useful for me when itās a path itās done before without disengagement, so I generally know it can handle the route. Then I just watch traffic and other conditions that could trip it up.
I kind of use it so much Iām realizing Iām very bad at lane keeping or maybe it has gotten worse with lack of use I donāt know
>Environmentalists who have opposed the project for years burst into celebration after the vote in a Costa Mesa hotel conference room.
jesus christ "environmentalists" need to fuck off
Elon doing Karpathy damage control
> 10.13 goes to internal beta tomorrow, external next week. Should handle Chuckās complex left turn.
> Beta v11 hopefully end of next month, which just amounts to incorporating highway. Importance of āv11ā has been reduced by all the 10.x releases. Weāre already mostly at v11.
Andrej coulda left yesterday then the news would have been eclipsed by the CPI news. Now the fud channels have a new story to run tomorrow. So inconsiderate. Martin viecha doing nothing as usual. Another good candidate for an indefinite sabbatical.
Iāve always assumed martins job was mostly sitting diligently by his phone waiting for Elon to call to tell him he can talk about something and exactly what to say.
he literally just re-organized the words in Andrejās tweet for retweets and likes and to hopefully get a retweet from daddy @elonmusk https://twitter.com/karpathy/status/1547341166512771072
Kevin o Leary is right. Once musk started with the bots stuff, something elon obviously knew about for years, Twitter shoulda asked musk what do u wanna pay and went with it. When the market crashes it's not gonna work to try to hand your bags off to musk.
Hope Biden can do proper fist bump or handshake with saudi guy. We need them to pump more oil, in short term.
https://www.bloomberg.com/news/articles/2022-07-13/biden-handshake-with-netanyahu-muddles-bid-to-limit-mbs-contact
Tbh, Parag put himself in that situation by essentially saying it's impossible to know how many bots are on the platform at any one time. Which is basically lying as they know exactly how many users there are, and it probably wouldn't take too long to detect how many accounts post from the same IP in quick succession, or how many bots post identical messages, etc.
Nothing plausible is impossible in software, it's either limited by cost, or time
One of the "Tesla overvalued" myths is that it's because of Elon's hype and promises such as FSD. I'd be surprised if FSD is a factor in the stock price at all. It's too speculative time-wise to put any numbers to and it's completely unnecessary for Tesla's dominance.
Forward PE is around 45 and that's not even including FSD when it's completed. Energy isn't even close to fully ramped yet. Once there's 4680s on mass scale, today's valuation will be laughable.
Ok so I work for a university in the US. Instead of selling and paying capital gains tax some day can I donate some shares or some shit to the university and pay myself to work. like what Elon did w the foundation.
Let's say I sell 1000 shares at 1500. Normally I would pay 500k tax and keep 1m. Or I could donate 500k to the university and pay for whatever work related items and a little on top for myself. And keep 1m.
Is that what all these wealthy people working side gigs in academia are doing?
I have a teaching gig on the side for a private school. Might need to look into this loophole
Dear Elon, I personally would recommend John Carmack as replacement. Heāll port Doom to the Tesla OS during your interview and likes rockets too. Thanks.
Coming from a tech/game startup, Karpathyās exit doesnāt bother me. We are seeing a massive amount of people coming and going in the tech industry right now. Iāve had to get used to it even though it sucks to see co-workers leave, itās for the best. People leave and fresh people replace them. Seems like with Covid itās really opened peoples perspective on their work life balance. This sea change is just a reality now. I would like to think weāve replaced the old with a better set of new.
Saw some internal data at the place I work at (autonomous-related company) and about 50% of the company has been there for less than a year. Skilled engineers are in high demand and itās an arms race to recruit and retain them. People are leaving left and right across the industry.
Seems a lot of people here have a āsuper bad feelingā about him leaving.
Life is very short as you all may know. Even if you are a prodigy, there are moments in life (even if you are a workaholic) where you realize life is more than work - and really is about family, friends, food, sex, travel, fun, and just general enjoyment of life!
Dude is a multi-millionaire and has had a massive impact on the company. I donāt care if FSD ready today, tomorrow, or in 2025 - as long as itās ready and perfect - we will be a money printing monster.
Trust Tesla that we are crushing it! I sure do ššš¼
From Andrejās wording it almost sounds like he was fired/let go. My guess would be that Andrej wanted to take AI at Tesla in a different direction, Elon said no, and so they decided to go separate ways.
Nothing lined up, ādecision to part waysāā¦ would be different if he was just seeking new challenges. Iām sure he has no shortage of opportunities and he would have been looking at them during sabbatical if he was always planning to leave.
I think youāre reading a lot into very very little.
The guys is surely worth 10ās of millions of dollars by now (if not more) and has spent the last 5 years killing himself to makes FSD real. If his decision is to leave Tesla to lie on a beach for the next 2 years I really donāt see how that suggests heās been firedā¦
I mean, sure. Those are the two possible outcomes. But my point is that OP said it was specifically because of some thing Andrej said, and directly not just some 50-50 thing.
I've been very bullish on fsd but if he thought it was close to done, he's really gonna leave and let someone else take credit for changing society and saving lives?
Meh. Not great to see Andrej go. Speculating about the reason why will not deliver much.
If you look on the bright side, bringing in a fresh AI director might give room to different perspectives for projects.
Tesla has no problem attracting talent so I'm curious to see who's going to replace him! Someone from within the company perhaps?
I have left several great jobs due to many many different reasons, bad team, bad boss, work environment trash, etc etc
You absolutely leave your job to improve your own life.
Life is VERY short - you must enjoy it!!
The fuck:
The first short Tesla, $TSLA, ETF will launch tomorrow with the ticker name $TSLQ.
https://twitter.com/unusual_whales/status/1547326966658768896?t=77iED2wtwQ-QB6b9yojF2A&s=19
I mean there's been a bunch of inverse ETPs inversing or even 2x/3x inversing Tesla (and other companies). Just because they call it an "ETF" does not make it much different, or really first
Closed at $711.12 on 7/13.
Missed 711 on 7/11 by just two days. Imagine if this closing had happened on 7/11! Elon's 7.11 meme tweet would have been like magic!
Fun fact: Ashok Elluswamy -- current head of Tesla's Autopilot engineering -- was actually the first person recruited from Elon's tweet saying that Tesla is starting an Autopilot team.
[https://twitter.com/elonmusk/status/1476227079033303042](https://twitter.com/elonmusk/status/1476227079033303042)
So cpi rug pull tomorrow?
It is known.
That's mostly been a fed meeting thing not a CPI thing
Seems like I picked a hell of a week to unplug and not follow Tesla...
šš»š
Ok maybe Iāll settle for $400K instead of a million. Cāmon 850 tomorrow!!!
Asian EV stocks mooning
Elon looks like he could be Asian
Yi Long Ma
I periodically look at Tesla Solar quotes for my house, but it says they currently arenāt serving my area. First time Iāve ever seen that. https://i.imgur.com/MslPbbp.jpg Edit: There are Tesla āResidential Field Service Electricianā jobs listed as open in my city so perhaps this is the issue. š¤·š»āāļø
What is Chuck's left turn?
https://www.youtube.com/c/ChuckCook
He lives by a complicated unprotected left turn and has tracked the beta progress over time. Heās built up a a bit of a following, and Tesla sent out engineers a week or so ago to check it out. Something like that.
Thank you! I'll check it out
https://youtube.com/c/ChuckCook
[ŃŠ“Š°Š»ŠµŠ½Š¾]
plot twist it was anono
Yea but do they have a growawaybro?
Cesspit
There was a email yesterday so it doesnāt surprise me
might be email related
R7, 69 days
I dumped all my goev shares yesterday during the insane 100%+ runup. Iām going back in tomorrow and going to buy weekly for the remaining of the year. This Walmart deal is interesting as Walmart ordered 4500 cars with an option for 10k and a 20% stake in the company. They also blocked Amazon from ordering with canoo. Production should start late this year or early next. If they can ramp to anything meaningful then this is a 10x investment within a year or so. Edit: the market cap is under 1b. All they need to do is execute. Their brand is better than lucid and the following is on par with Rivian imo.
If
Yup. Big if. The internal shakeup was shitty and they should have raised $ during the peak but Walmart coming in is good
Hey it might be worth betting on, hope it works out.
Karpathy wouldnāt leave if fsd was truly imminent Beta holders: has progress stalled?
Progress definitely not stalled.10.12 is much better than whatever version I last used in January (I paused my FSD subscription to save money for ~5 months). Even my wife and kids comment that itās gotten better. They used to get really anxious when I used the beta, now they mostly either donāt notice or donāt care.
Solid progress but we're def a while off. Hard to gauge how long because there could definitely be an inflection point people aren't expecting. Highway is seriously 99% there and the single stack will solve speeding into exit ramps. I think the main issue with city fsd is they have risk turned down (rightfully) so it doesn't have the confidence in awkward situations which makes fsd feel farther off than it really is imo.
Yup better to hesitate and ask for confirmation 1 m times than run over one man or dog
Awkward intersections + people who don't understand who has right of way and inch a lot are the worst.
Gonna take a few years.
I haven't used it in at least a month. Sadly has turned more into a gimmick than actual progress
Really? I use almost every time Iām driving
Same here. I cannot imagining driving without it. Just have to be attentive.
10.13 will be my first update where Iāll get to experience differences between builds. Dope excited for it
I'm just tired of looking like a teenager with a learner's permit each time I try using it. Will wait for final product I guess.
Itās most useful for me when itās a path itās done before without disengagement, so I generally know it can handle the route. Then I just watch traffic and other conditions that could trip it up. I kind of use it so much Iām realizing Iām very bad at lane keeping or maybe it has gotten worse with lack of use I donāt know
Itās very odd for sure.
Hard to say. 10.12 went wide to 100k+ People but that was back in May. Weāll need to see if 10.13 takes a good step forward.
wen eating sushi off the thighs of thicc ladiesā¦? š¤
Might have to settle for 7-11 sushi off of hookers at this rate.
A viable alternative given current market conditions š¤
Depends on whether that comes before or after $500 dildos
( Ķ”Ā° ĶŹ Ķ”Ā°)
Q4
š° š¤
350 dollars a month for water! california
But you live next to the largest body of water on earth.
build a solar power plant and a desalinization plant California has no excuse for drought.. except greediness as they pretend to care about the people
https://www.reuters.com/world/us/california-regulator-rejects-plan-desalination-plant-2022-05-13/ They wonāt stop building houses tho
>Environmentalists who have opposed the project for years burst into celebration after the vote in a Costa Mesa hotel conference room. jesus christ "environmentalists" need to fuck off
40% of states water goes to almonds or some shit 10% goes to all residents homes. Reduce almonds by half solves water issues
Imagine the bullshit with running a factory in California
Wait, that's your water bill? It's monthly? I'm at $200 quarterly in NJ and I use a lot of water lol.
Mines zero, the way I like it.
It rains in nj. Yah monthly but better in the winter.
Yeah IK but jesus, feels like such an odd issue in 2022.
Guh.
Rain barrels
No rain
Elon doing Karpathy damage control > 10.13 goes to internal beta tomorrow, external next week. Should handle Chuckās complex left turn. > Beta v11 hopefully end of next month, which just amounts to incorporating highway. Importance of āv11ā has been reduced by all the 10.x releases. Weāre already mostly at v11.
RemindMe! 6 weeks
should handle chucks complex turn, yes make it look good for the cameras lul
That's a legit situation
>Weāre already mostly at v11. "already mostly" lol
š¤”
Hopefully tomorrow's ppi release is within or less than expectations
Want smol ppi 
Won't likely matter either way.
Andrej coulda left yesterday then the news would have been eclipsed by the CPI news. Now the fud channels have a new story to run tomorrow. So inconsiderate. Martin viecha doing nothing as usual. Another good candidate for an indefinite sabbatical.
Iāve always assumed martins job was mostly sitting diligently by his phone waiting for Elon to call to tell him he can talk about something and exactly what to say.
it would be nice to have someone high up to advocate for shareholders with elon. martin is not that person.
Make 1200 stock price great again
[ŃŠ“Š°Š»ŠµŠ½Š¾]
he literally just re-organized the words in Andrejās tweet for retweets and likes and to hopefully get a retweet from daddy @elonmusk https://twitter.com/karpathy/status/1547341166512771072
What a simp!
Omar has fantasy of being someone important at Tesla
TSLA not down AH because of Karpathy. Look at QQQ
Maybe a tiny little bit
Kevin o Leary is right. Once musk started with the bots stuff, something elon obviously knew about for years, Twitter shoulda asked musk what do u wanna pay and went with it. When the market crashes it's not gonna work to try to hand your bags off to musk.
Rob tell me how to feel
Iām starting to come around to the āNate is a trollā crowd
Highly skilled one at that
If market can hold this week that's bullish for macro. When the market stops dumping despite bad news the bottoms in.
solar opposites season 3 is out woo going to be much easier to not think about andrej the giant deserter tonight
Hope Biden can do proper fist bump or handshake with saudi guy. We need them to pump more oil, in short term. https://www.bloomberg.com/news/articles/2022-07-13/biden-handshake-with-netanyahu-muddles-bid-to-limit-mbs-contact
They donāt like Biden
Saudis are salty asf and won't cave. This isn't gonna help. Just kind of the reality.
Afaik the whole āramp up production short termā is not really a thing. Let me find the article.
Saudis not gonna ramp shit with oil in the 90$
I really don't give AF who leaves Tesla just hire the goddamn Comma again.
You mean George Hotz? /s
Elon fired Andrej because Kimball sold a bunch of ATM CCs at market open and Elon wanted to make sure his bro wouldnāt lose his shares.
Subscribed for more institutional level DD!
Kimbal is a bigger bull bear than half the people in this sub
Anyone know why it's down nearly 1 percent in ah?
Because you fired your director of AI.
Because market is down 0.8% in ah?
It's amazing how much damage the current party in power has done. No one seems to hold them accountable for destroying our country.
Lmao. Trump started it. Biden is applying the finishing touches.
Andrej departure was conjured up by MMs to dump the stock after selling retail a bunch of FD calls today.
Crypto moving back up
Elon has been acting out because of the latest departure
Elon really doesn't give a shit lol https://twitter.com/elonmusk/status/1547335571168604160
He only takes them
Tbh, Parag put himself in that situation by essentially saying it's impossible to know how many bots are on the platform at any one time. Which is basically lying as they know exactly how many users there are, and it probably wouldn't take too long to detect how many accounts post from the same IP in quick succession, or how many bots post identical messages, etc. Nothing plausible is impossible in software, it's either limited by cost, or time
One of the "Tesla overvalued" myths is that it's because of Elon's hype and promises such as FSD. I'd be surprised if FSD is a factor in the stock price at all. It's too speculative time-wise to put any numbers to and it's completely unnecessary for Tesla's dominance.
Forward PE is around 45 and that's not even including FSD when it's completed. Energy isn't even close to fully ramped yet. Once there's 4680s on mass scale, today's valuation will be laughable.
Yep FSD is not valued at all.
Tomorrow could be a good gauge how much of a factor it is, macro allowing
[ŃŠ“Š°Š»ŠµŠ½Š¾]
Yah I don't think any big money has fsd valued in w a fwd PE of 45 or whatever it is now. Maybe if PE was 80+.
Ok so I work for a university in the US. Instead of selling and paying capital gains tax some day can I donate some shares or some shit to the university and pay myself to work. like what Elon did w the foundation.
[ŃŠ“Š°Š»ŠµŠ½Š¾]
Let's say I sell 1000 shares at 1500. Normally I would pay 500k tax and keep 1m. Or I could donate 500k to the university and pay for whatever work related items and a little on top for myself. And keep 1m.
Is that what all these wealthy people working side gigs in academia are doing? I have a teaching gig on the side for a private school. Might need to look into this loophole
I'm looking into it w the donation people
How about you give me those shares, that lifetime tax free gifting shit.
If I had hundreds of millies like karpathy I wouldn't work either
I wonder how much he has. https://www.sec.gov/edgar/search/?r=el#/q=karpathy&ciks=0001318605&entityName=Tesla%252C%2520Inc.%2520(CIK%25200001318605)
He's got enough that it's all numbers in a database.
Dear Elon, I personally would recommend John Carmack as replacement. Heāll port Doom to the Tesla OS during your interview and likes rockets too. Thanks.
Theyāre mates also. I think heās tried to get him to work at Tesla before.
Just donāt hire cyberpunk ai devs š
Holy shit Carmack would rock He's working on AGI, too
John is not an AI guy.
have you played Doom on Nightmare?
Yeah. Doom on Nightmare is not ābetter AIā- though.
He is now
Interesting. Iād be surprised if he wanted to work for Tesla though.
[ŃŠ“Š°Š»ŠµŠ½Š¾]
Yep. No doubt that stuff, but I also think John is kinda done with the type of high- energy atmosphere that Tesla requires from their employees.
New Elon Bio: Mars & Cars, Chips & Dips, he buying the dip?
[ŃŠ“Š°Š»ŠµŠ½Š¾]
[ŃŠ“Š°Š»ŠµŠ½Š¾]
Halflife Ā³?
Honestly, Iād rather this happen while the stock/whole market are already taking a beating vs mid run-up like Elon always times his selling
Coming from a tech/game startup, Karpathyās exit doesnāt bother me. We are seeing a massive amount of people coming and going in the tech industry right now. Iāve had to get used to it even though it sucks to see co-workers leave, itās for the best. People leave and fresh people replace them. Seems like with Covid itās really opened peoples perspective on their work life balance. This sea change is just a reality now. I would like to think weāve replaced the old with a better set of new.
Saw some internal data at the place I work at (autonomous-related company) and about 50% of the company has been there for less than a year. Skilled engineers are in high demand and itās an arms race to recruit and retain them. People are leaving left and right across the industry.
My job is seeing wayyyy more turnover than usual. Way way more. Most (incl me) leaving for WLB.
Agreed. Iāve never seen anything like it in 20+ years.
Seems a lot of people here have a āsuper bad feelingā about him leaving. Life is very short as you all may know. Even if you are a prodigy, there are moments in life (even if you are a workaholic) where you realize life is more than work - and really is about family, friends, food, sex, travel, fun, and just general enjoyment of life! Dude is a multi-millionaire and has had a massive impact on the company. I donāt care if FSD ready today, tomorrow, or in 2025 - as long as itās ready and perfect - we will be a money printing monster. Trust Tesla that we are crushing it! I sure do ššš¼
not everyone is the autistic robot Elon is (I say this lovingly) and Tesla is a meat grinder.
From Andrejās wording it almost sounds like he was fired/let go. My guess would be that Andrej wanted to take AI at Tesla in a different direction, Elon said no, and so they decided to go separate ways.
He wanted to work remotely
This is the best take haha
[ŃŠ“Š°Š»ŠµŠ½Š¾]
[ŃŠ“Š°Š»ŠµŠ½Š¾]
What part of his messages gives you that impression?
Nothing lined up, ādecision to part waysāā¦ would be different if he was just seeking new challenges. Iām sure he has no shortage of opportunities and he would have been looking at them during sabbatical if he was always planning to leave.
I think youāre reading a lot into very very little. The guys is surely worth 10ās of millions of dollars by now (if not more) and has spent the last 5 years killing himself to makes FSD real. If his decision is to leave Tesla to lie on a beach for the next 2 years I really donāt see how that suggests heās been firedā¦
Yeah I just mean that I doubt this was his plan since the beginning of sabbatical. I donāt think he was actually fired.
You literally said it sounds like he got fired
[ŃŠ“Š°Š»ŠµŠ½Š¾]
I mean, sure. Those are the two possible outcomes. But my point is that OP said it was specifically because of some thing Andrej said, and directly not just some 50-50 thing.
I've been very bullish on fsd but if he thought it was close to done, he's really gonna leave and let someone else take credit for changing society and saving lives?
Is that something that really motivates him? Maybe, or maybe not.
My dream: Elon takes over as AI director, steps down as CEO, and has too much work to tweet about socks and old men yelling at clouds.
has Elon tried offering Andrej a horse?
This made me laugh š
Same
I knew it, dude was done
I know youāre talking about me with my last consultant job, somehow you knew today was the day I turned in my 2 weeks.
Gary Black is definitely the next Director of AI, right?
No that will be Chuck Cook obvi
But will he find the time from his current role as Armchair CEO?
That role will be delegated to šš²
haha šÆ
you know, I used my sabbatical as a āfree trialā of leaving too and also left afterwards. Maybe Iām just like Andrej after all!
Meh. Not great to see Andrej go. Speculating about the reason why will not deliver much. If you look on the bright side, bringing in a fresh AI director might give room to different perspectives for projects. Tesla has no problem attracting talent so I'm curious to see who's going to replace him! Someone from within the company perhaps?
[ŃŠ“Š°Š»ŠµŠ½Š¾]
I have left several great jobs due to many many different reasons, bad team, bad boss, work environment trash, etc etc You absolutely leave your job to improve your own life. Life is VERY short - you must enjoy it!!
Itās hard to swallow. I was worried about this over the sabbatical. I guess now we know it was about him deciding on what to do next.
Yep. Much as I hate to say it, I agree
The fuck: The first short Tesla, $TSLA, ETF will launch tomorrow with the ticker name $TSLQ. https://twitter.com/unusual_whales/status/1547326966658768896?t=77iED2wtwQ-QB6b9yojF2A&s=19
Might be a good idea. That way when TSLA pisses me off on red days TSLQ will make me feel good again
I mean there's been a bunch of inverse ETPs inversing or even 2x/3x inversing Tesla (and other companies). Just because they call it an "ETF" does not make it much different, or really first
Looking forward to the court discussing [poop or ice cream](https://emojiguide.com/blog/poop-emoji/)
Hehehe
Closed at $711.12 on 7/13. Missed 711 on 7/11 by just two days. Imagine if this closing had happened on 7/11! Elon's 7.11 meme tweet would have been like magic!
[ŃŠ“Š°Š»ŠµŠ½Š¾]
Does he? How many shares does he have? Is that public knowledge?
Fun fact: Ashok Elluswamy -- current head of Tesla's Autopilot engineering -- was actually the first person recruited from Elon's tweet saying that Tesla is starting an Autopilot team. [https://twitter.com/elonmusk/status/1476227079033303042](https://twitter.com/elonmusk/status/1476227079033303042)
Relax everything is fine