kjksf

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451.
by kjksf 4y ago
Today they sell more Model Y than Model 3 and the gap will increase further in next 2 years. In Shanghai factory they make 2 Model Y for each Model 3. In Fremont they do both Model 3 and Model Y, don't know the breakdown. Possibly more
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by kjksf 4y ago
Pretty sure that in all those cases 10-20% of software engineers are women and you get 50% because in other jobs (marketing, hr) 80% are women. You would have a point about discrimination if 50% of applicants had women but e.g. only 15% of
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by kjksf 4y ago
Part of the plan is to have PyTorch compatibility. Dojo has it's own IR but they also have a PyTorch to Dojo compiler. People's opinion of Musk wont matter: either Dojo will be a capable service at a good price or it won't. P
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by kjksf 4y ago
There's a legion of people convinced of their superior intellect with "helpful" advice about what Musk / Tesla / SpaceX should or should no do. After first AI day Tesla stock dropped significantly. Wall Street doesn
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by kjksf 4y ago
It's a bit premature to call this a failure given they are barely at a stage of making first chips and validating them. You don't seem to understand the timelines of designing chips like that from scratch. Dojo has been in works f
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by kjksf 4y ago
Yes, per the talk Dojo is at the stage of having made first chips. But your comment is neither here not there. What do you think is a timeline for designing a chip like Dojo from scratch? Tesla has been working on this for almost 7 years (
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by kjksf 4y ago
During first AI day Tesla already said that they have plans and ideas for 10x improvements for Dojo v2. And I'm sure one of the improvements is to use 5nm or 3nm process. They've already been working on this for almost 7 years. Th
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by kjksf 4y ago
Tesla has a path to economies of scale: they already announced that if Dojo works as expected they'll make it available to others as an AWS-style service. Which is brilliant: they might end up making money on this. AI is clearly here t
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by kjksf 4y ago
Tesla started this effort 6 years ago ( https://www.linkedin.com/in/ganesh-venkataramanan-99272a3/ ). So no, your conspiracy theory does not align with reality.
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by kjksf 4y ago
This gives me flashbacks of "advice" that Tesla should outsource manufacturing of Model 3 and focus on design. Tesla is (also) an AI company. Musk is thinking 10 years ahead. If you read the resumes of people leading FSD chip and
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by kjksf 4y ago
There's nothing irrational about it. It's a big, bold, costly bet. A risky bet but not irrational. People doing this are not some bored Tesla engineers. Both the FSD chip and Dojo are staffed by chip design veterans Tesla poached
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by kjksf 4y ago
It's not about saving money. It's about accelerating nn training and winning robotaxi market, which could make them the most profitable company ever.
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by kjksf 4y ago
Tesla has already designed and manufactures an FSD chip that runs nn inference in the car. This is a chip designed to accelerate nn training in their datacenter. The effort and expense makes perfect sense if you consider: - the costs are sp
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by kjksf 4y ago
It is already Tesla's plan to build AWS-style paid access to Dojo. I think they said that during the first AI Day. Here's a 19 minute supercut of AI Day: https://www.youtube.com/watch?v=keWEE9FwS9o
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by kjksf 4y ago
> Generally this is done by building the language on an existing compiler backend, Go was implemented on top of existing compiler backend. It just wasn't LLVM. Go was based on a C compiler suite from Plan 9. See https://9
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by kjksf 4y ago
Tilting at windmills here but: US is not some unique country designed for cars and other countries are not some car-free utopias. Per: https://en.wikipedia.org/wiki/List_of_countries_by_vehicles_... US is 7th country o
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by kjksf 4y ago
I'm not Hotz but he I've watched a bunch of his interviews and the basic problem is that there are no buyers for "no bullshit technology". Pretty much every car maker (GM, Ford, Toyota, Honda, VW) has already invested in
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by kjksf 4y ago
That's not what he said. Slightly re-phrasing, he said: "95% business people are bad (at helping companies achieve their goals) and 5% are good. The 95% succeed at keeping a job by being psychopaths". I wouldn't fixate o
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by kjksf 4y ago
I think the implication is more than they upgrade to a newer version of the hardware. Not that they stop using it.
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by kjksf 4y ago
Your up for a dose of cognitive dissonance. Hotz doesn't share your Tesla hate. He said numerous times, publicly, that Tesla will most likely win self driving. He doesn't think FSD is Fools Self Driving. He thinks FSD is ahead of
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by kjksf 4y ago
The big architectural (and business strategy) difference between Tesla and more or less everyone else (Waymo, Cruise, Apple...) is: - doesn't rely on lidar - doesn't rely on pre-mapping areas - ships intermediary products vs. big
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by kjksf 4y ago
Recently someone asked similar question: https://news.ycombinator.com/item?id=31908797 I wrote up my thoughts: https://news.ycombinator.com/item?id=31911728 And then expanded into an essay: https:/&#x
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by kjksf 4y ago
Let's put things into perspective. Toyota just recalled their first EV, bz4x because, I kid you not, the wheels where falling off. I guess Toyota couldn't find automotive grade hub bolts. https://mashable.com/artic
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by kjksf 4y ago
None of the things I've listed (giga casting, structural battery pack) are software. Tesla is growing production 50%+ year-over-year. Despite pandemic, chip shortages and war. If you don't think that is balls to the walls executio
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by kjksf 4y ago
> Lmao yeah I'm sure inside EVs dot com is unbiased Tell us what did they got wrong. Gas is more expensive than electricity. The more you drive, the more you save. At some point you the amount you save will equal the difference in p
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by kjksf 4y ago
You don't have much point either way. Of the top 10 ICE car makers, only VW is a serious EV player. And they are still loosing to Tesla and BYD and in China they're loosing to china-only EV brands like NIO or XPeng or SAIC. Other
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by kjksf 4y ago
We can safely assume that all companies are maximizing their margins. Ockham's Razor. BYD isn't "willing to accept lower margin". They just can't price their cars higher or lower the cost of production. Given Tesla&
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by kjksf 4y ago
Model S and Model X had a giant refresh of everything but the exterior. Tesla updates the cars on an ongoing basis, which is a much faster rate of innovation than a yearly refresh done by legacy car makers. Most of the changes are to the gu
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by kjksf 4y ago
Both Model 3 and Model Y are best selling cars with 1 year wait list for new orders. Changing the design would be a very stupid thing to do. Don't fix what ain't broke. Unlike other car makers with yearly cadence of changes, Tesla
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by kjksf 4y ago
> EVs are just too expensive Per https://insideevs.com/news/586195/tesla-model3-rwd-tco-toyot... 5-year Total Cost of Ownership of Model 3 SR is about the same as Toyota Camry for an average 10k miles / ye

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