The Lemon Fool

odysseus2000 wrote:Of course FSD may never happen, but the various testers of the latest version are more enthusiastic than in a long time & the neural net seems to have advanced to close to human level, but will need to get better.

Hallucigenia wrote:

odysseus2000 wrote:As there is currently nothing in the share price for FSD

An assertion without evidence, given that the Tesla market cap is several multiples of other car companies that sell more cars at higher margins with higher rates of growth.

But then you see that Tesla can't even deliver windscreen wipers that work :

https://insideevs.com/features/706288/t ... blem-musk/
As Elon Musk’s Tesla forges ahead with moonshot projects like self-driving technology and artificially intelligent humanoid robots, its customers are stuck struggling with a much more mundane issue: Their windshield wipers suck.

“It’s the single worst thing about the car, honestly,” one Tesla Model 3 owner commented on one of the dozens of Reddit threads on the matter. Other internet users identifying as Tesla drivers have called their wipers “trash,” “absolutely infuriating” and “utterly useless.”

This isn’t a new problem, mind you: Tesla’s wipers have been broken for years, sparking a relentless chorus of complaints that the EV maker has never sufficiently addressed. It’s an embarrassing problem to have for a car company that claims to be so technologically far ahead of its peers.

And all because they are trying to develop a robot system to switch on the wipers when it "sees" rain rather than just using a <$10 sensor like everyone else. And more to the point, they insist on shipping cars that don't work very well and hoping they can improve it with an OTA update rather than installing a sensor that works for customers now, and then replacing it with the vision system in new models as and when they have got it working.

Yes they save the cost of a sensor, but in the meantime their customers get a crappy experience.

Gilgongo wrote:

odysseus2000 wrote:Of course FSD may never happen, but the various testers of the latest version are more enthusiastic than in a long time & the neural net seems to have advanced to close to human level, but will need to get better.

Early adopters of speech recognition (similar in its day to the-future-is-now feelings about FSD) in the late 90's to early 2000's were very loyal to it in the hope that it would get better. But it just never did really, and now it's here (well, almost - which is the problem), hardly anyone cares any more. Wonder if that's going to happen to FSD? 99.999% fine, but that last remaining error point is forever too much to worry about. I'll just drive the damn car

odysseus2000 wrote:Byd sales down heavily on a month-month comparison:

https://www.reuters.com/business/autos- ... 024-02-07/

Clearly the Chinese economy is in trouble as evidenced by the collapse of Grande & this now looks to have spread to byd.

Hallucigenia wrote:

odysseus2000 wrote:Byd sales down heavily on a month-month comparison:

https://www.reuters.com/business/autos- ... 024-02-07/

Clearly the Chinese economy is in trouble as evidenced by the collapse of Grande & this now looks to have spread to byd.

...except month-on-month comparisons are never very reliable, especially when it's the month containing New Year. And sure enough, you are omitting the fact that at a national level, "new energy vehicles" are up 78.8% yoy but down 38.8% mom, BYD are "merely" up 33.1% yoy.

So it's clearly a seasonal/year-end effect.

BYD (002594.SZ), opens new tab saw NEV sales at 201,493 in January, the lowest since March 2023. Its sales were up 33.14% from the year earlier but down 40.92% from December when BYD pushed inventories to dealers at the year-end to meet its annual sales target of 3 million units.

odysseus2000 wrote:BYD are cutting prices and their share price is well off its high:

Hallucigenia wrote:

odysseus2000 wrote:BYD are cutting prices and their share price is well off its high:

So when BYD does it, it presages imminent doom, but the same is going to jump-start growth at Tesla?

Shareprice of TSLA and BYD are both down about 20% in the last 6 months.

Howard wrote:"Tesla stock tumbles 7% as shipments slump, new price cuts announced, Tesla shares dropped to new multi-week lows as slowing China shipments and new price cuts there hint at troubles for the EV stalwart in the world’s largest car market."

"Tesla reported 60,365 vehicle shipments from its Giga Shanghai factory in February, according to preliminary data from China’s PCA (Passenger Car Association) via Bloomberg. The February shipments represent a 16% drop from a month ago, a 19% drop from a year ago, and the lowest shipment total since December 2022.

Tesla shares closed down 7.16%, its lowest close since Feb. 13."

https://finance.yahoo.com/news/tesla-st ... 46757.html

regards

Howard

Tedx wrote:I read recently that Tesla are planning to fit Starlink to Cybertrucks. They did say that latency was a bit of a problem at present, but they suggested that its the next step to self driving Teslas.

*This was one of those more speculative future technology type websites, so could (most likely!) be entirely speculative.