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omarforgotpwd

2,060 karma · joined March 1, 2013

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omarforgotpwd··on Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
I would say the article is speculative. My statement is based on information given at Tesla's shareholder meeting.
omarforgotpwd··on Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
Tesla is actually starting to make cathodes in house via a dry process, which is why they are no longer buying cathode material from this supplier. Typical sloppy reporting from Electrek.
omarforgotpwd··on BYD says new fast-charging system could be as quick as filling up a tank
the triangle truck supports 500 kw charging
omarforgotpwd··on Tesla excluded from EV buyer credits in California proposal
Subsidies should not be used to decide winners and losers. There should be an equal playing field for all companies. When the government starts deciding winners instead of the market, things start falling apart fast.
omarforgotpwd··on Tesla excluded from EV buyer credits in California proposal
It makes no sense to subsidize only the players who have low market share. Tesla is the only carmaker that still makes cars in California, why subsidize foreign cars at the expense of California workers… using their own tax dollars?

The only justification for such harmful economic policy is political retaliation against Musk. But it is not the role of the government to use taxpayer funds for political retribution against opponents.

omarforgotpwd··on Tesla excluded from EV buyer credits in California proposal
The 200,000 unit cap was part of federal legislation, not state legislation. That was repealed as part of the Inflation Reduction Act under the Biden administration, and replaced with a new system where you qualify for the credit based on the sourcing of your battery materials and other factors.

Here, Newsom is proposing an entirely new incentive that he has designed specifically to exclude Tesla.

omarforgotpwd··on Our Self-Driving Cars Will Save Lives, but They Will Kill Some of You First
Funny article, but as someone who has access to Waymo, Cruise, and Tesla Full Self-Driving Beta I have never seen any of the above have trouble differentiating between a green light and a green shirt. Again, very funny but from a technical perspective the challenges he's describing — rain, a dog running into the road, are things that I see many different companies already solving reliably.
omarforgotpwd··on The paper that made ChatGPT possible
Transformers are much bigger than just ChatGPT!
omarforgotpwd··on Ask HN: Anxiety and dread approaching status update meetings
Do something of note, something that wows, and you will be excited for the meeting. If there is something else that needed to be done, explain why it was important for it to be done. If there are too many meetings in a row where you don't feel there's much to report, it could be an opportunity to reflect on goals / prioritization.
omarforgotpwd··on Tell HN: OpenAI Whisper Is Overfitted
I assume you set the language flag correctly?
omarforgotpwd··on Bank tells customers to disable updates and not upgrade to iOS 16
completely normal for large companies just to simplify IT management / make sure all applications used by the company are compatible
omarforgotpwd··on Starlink V2, launching next year, will transmit direct to mobile phones
As someone who has a Starlink dish at this price point, I can assure you that it's a real product. The reason why there is a waitlist is to avoid over-saturating the bandwidth in a small area. If your area does not have a lot of users, you can sign up right away. Similarly if you order Starlink for EVs you do not have to wait.

https://www.starlink.com/rv

omarforgotpwd··on Starlink V2, launching next year, will transmit direct to mobile phones
There are two other companies working on satellite based cellular service. One of them is publicly traded. Starlink costs $500 for the hardware and $99 a month. I think the pricing you are referring to is for a higher tier professional service (I.e. a school vs a single house)
omarforgotpwd··on California DMV accuses Tesla of falsely advertising Autopilot and FSD features
The Full Self-Driving package on Teslas gives you access to a number of features including autopark, auto lane change, navigate on autopilot, green light chime, traffic light and stop sign control, summon, smart summon, an update to the latest car computer, as well as the city streets Beta. Just not true to say they received no functionality. I paid $7,000 for it on my last car and it's incredible. It can often do entire drives with no human input. And not just simple drives, but some pretty complex scenarios too.
omarforgotpwd··on CNN tried Tesla's 'full self-driving' mode on NYC streets. It didn't go great
It will get better. The fact that cars are doing this with computer vision at all is incredible.

Since it is just a driver assistance system, the user will only turn it on when they feel it is useful. The interior camera is used for driver monitoring to make sure that people don't use their phone / fall asleep etc.

Encourage everyone to try this latest software if you can, it's incredible.

omarforgotpwd··on Self-driving Waymo cars clog up dead-end San Francisco street
I doubt this was a mistake, they were probably having the cars drive there on purpose. They seem to be running in fairly tight loops, which would help keep disengagement numbers up. That’s important, since California requires those stats to be publicly reported on a regular basis.
omarforgotpwd··on NTSB: Tesla Model S in Crash Couldn't Have Been Using Autopilot
The story was widely reported as a driverless Tesla crash. In fact, there are no driverless Teslas. Furthermore the Autopilot driver assistance feature was not even used and could not have been used. It's too bad you will never buy one of their cars because of Musk trying to correct this story, because their cars are quite good.
omarforgotpwd··on SolarBatteryBitcoin
Negative priced power is a problem for the people who own the solar panels. They want to make a return on their investment. If the business case improves, renewable capacity will build out faster.
omarforgotpwd··on CEO of Waymo John Krafcik is leaving
Chandler, not Phoenix. Went over to try the cars recently. They sometimes drop you off or pick you up from a different location than you wanted if they can't get to the location you provided.

If they actually launched in Phoenix that would be encouraging. Instead they're stuck in the suburbs.

omarforgotpwd··on Apple discontinues original HomePod, will focus on mini
Shame, these produce the most amazing sound.
omarforgotpwd··on China’s $4k electric cars tap huge market Tesla can’t reach
in February Tesla outsold this $4000 car (the Wuling HongGuang MiniEV)

definitely a completely different market though. This car doesn't even have air bags

omarforgotpwd··on Brad Cox has died
unmanned belly button vehicles are the best. much better than the manned ones
omarforgotpwd··on Loon’s final flight
Sure, there's lots of satellite internet services. most of them have failed to become financially viable
omarforgotpwd··on Loon’s final flight
Starlink made this obsolete before it launched
omarforgotpwd··on Unconditional loops are unconditionally awesome
The problem is we don't always write perfect code, so if you forget to return or break on any given branch (I.e. in some else statement) you could get stuck in the loop forever. Remember Apple's famous goto fail; SSL bug? Sometimes it's not so easy to eyeball the code and follow the execution flow.

Specifying the condition for the loop up front makes me feel more confident about the loop safely concluding once the work is done.

omarforgotpwd··on Feds asks Tesla to recall vehicles over failing touchscreen displays
If my understanding is correct, essentially what happened here is that the computer that drives the touch screen was actually failing (MCU / media control unit). Apparently they were just logging so much stuff to disk that the flash storage would eventually wear out in a few years, due to the chips having a limited number of writes in their lifespan. this doesn’t affect the ability to drive but without the computer you can’t see your speedometer, many vehicle controls, etc. or even connect with your phone (which normally could replace the main display in a pinch).

they changed the software to log less a while ago, but the damage was done on many cars. Not 100% sure this recall is related to the same issue but it sounds like that’s what they’re saying

“ Investigators determined that the expected usage life rating for the 8GB eMMC NAND flash memory device is about 3,000 Program-Erase cycles, after which the eMMC NAND flash memory device would become fully consumed and no longer be operational. At a daily cycle usage rate of 1.4 per block, accumulation of 3,000 P/E cycles would take only five to six years, the agency said”

omarforgotpwd··on Musk tweets he reached out to Apple's Tim Cook for acquiring Tesla
I disagree, I think this will go down as one of the biggest mistakes in Apple’s history. It could be the downfall of the company. Their business model depends on owning the whole ecosystem — every computing device you use day to day. Once cracks start forming in that ecosystem, trouble starts.
omarforgotpwd··on Tesla's market cap now accounts for roughly 1/3rd of the global automaker market
Yeah, only the inference chips are in production in the car.

They have a chip team in Austin which is lead by Pete Bannon, formerly of PA Semi (which Apple acquired to build their A series chips, and now their M series chips). The chips they designed are fabricated by Samsung in Austin.

The "FSD Computer" that they have in their cars now has an Intel Atom board to run the user interface, and then dual arm SoCs to run the Autopilot stack. Each arm SoC has a special ASIC to hardware accelerate certain common neural net inference functions (I.e. dot products and other matrix math).

omarforgotpwd··on U.S. Treasury breached by hackers backed by foreign government – sources
If I had to guess, probably some kind of social engineering attack. Identify the supplier. Go on LinkedIn, look for employees of that supplier with a title that would imply sufficient privileges to enable the attack. Then get to know that person and target them personally.
omarforgotpwd··on Tesla's market cap now accounts for roughly 1/3rd of the global automaker market
Tesla designs chips, builds software, sells solar panels and home batteries, operates a global charging network, sells insurance, etc in addition to just manufacturing cars. It also sells and services its own cars, as opposed to the franchised dealership model under which most other OEMs operate.

Therefore to make a fair comparison you'd have to add in the rest of the global automotive supply chain, not just the OEMs. Add in the valuations of all the dealers and retailers on Earth (some of which are publicly traded), add in Nvidia and other chip makers' automotive businesses, add in the market cap of Waymo, Cruise, Zoox and all those major hardware and software players that plan to compete with Tesla's Autopilot / FSD software. Add in the market cap of all the charging networks in China. In an apples to apples comparison Tesla's market cap would be less than one third of the global market.

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