$Tesla (TSLA.US)$ Morgan Stanley analyst Adam Jonas maintain...
Morgan Stanley analyst Adam Jonas maintains Tesla with a buy rating and a target price at USD310. According to TipRanks data, the analyst has a success rate of 50.2% and a total average return of 4.0% over the past year.
Bernstein analyst Toni Sacconaghi has a sell rating and a target price at USD120. According to TipRanks data, the analyst has a success rate of 56.1% and a total average return of 11.8% over the past year.
I trust Sacconaghi more because of his better rating.
The robotaxi event may be a joke.
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71385498 : Tesla always moves forward amidst mockery.
Marissa Williamson : It's going to be an illusion using smoke and mirrors, just like at the Optimus reveal .The competitors robots were showcasing their skills, while Optimus was enclosed in a glass case watching...
bullrider_21 OP Marissa Williamson :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
TestLa Kopi : Since 2020, the Elon's promise of FSD seemed like a fairy tale, at best.
Today, with LLM from X. Com, frames collected from millions of Tesla cars on roads, huge data centres at xAI and Tesla, billions of dollars going into GPUs from Nvidia and Dojo, there seems to be only one imminent outcome.
With AI, the exponential rate of increase in pushing towards the assymtotic limit of realizing FSD cannot be ignored. Eventually no govts, authorities, businesses, consumers can deny that FSD is effectively safer and better than what humans are capable of.
When Tesla eventually announce the actual functional network of Robotaxi (not concept on 10.10), those so-called 'high ranking' tipsters like Tony, Gordon, Craig, together with all those who believed in them (forming a queue with an end not visible to the human eyes) will be annihilated as clowns on the Tesla stage.
When? It will happen as quickly as cars replaced horses.
bullrider_21 OP TestLa Kopi : Seems like a fairy tale from 2016. Musk has to prove that the miles between interventions is at least 10,000. Otherwise, it is just empty talk and is not safe. No data has been provided.
TestLa Kopi bullrider_21 OP : Definition of intervention is vague by industry standard, if any.
Waymo and/or Cruise operators at the control centre will only intervene when the vehicle is stuck and/or causing obstruction.
in the case of Tesla, most intervention are based on drivers' personal preference which are mostly non critical and probably unnecessary. Therefore, the intervention comparison is not apple to apple.
Have you driven FSD ver 12.xx onwards? It is not difficult to see that N2N neural nets will be the eventual winner. What competition?
bullrider_21 OP TestLa Kopi : Not true. The question is not about neural net but safety.
Waymo and Cruise vehicles are not controlled by the Command Centre but the vehicle itself. There will be intervention when it is stuck, causing an obstruction, moving in the opposite direction or is likely to crash.
Tesla drivers will only intervene for the same reasons and NOT for non-critical reasons. Independent testing and crowdsourced data showed the Tesla vehicle travelling only about 13 miles between interventions using neural net, otherwise a crash may occur. This doesn't meet the safety standards of a robotaxi.
Waymo and Cruise robotaxis can travel more than 1,000x further between interventions.
TestLa Kopi : Safety? Didn't you know what happened to Cruise?
You don't get it when I said not comparing apple to apple. How can you compare miles before intervention between a closed geo fenced system with an open one with a driver in the car supervising the driving?
Waymo and Cruise are in operation, Tesla is not yet but soon. The key to solving fully autonomous driving is still NN, not a bunch of expensive lidars and radars. True or not, we shall see, together with whether Nio's battery swapping operation will be profitable eventually. Remember?
bullrider_21 OP TestLa Kopi : Cruise got into some accidents. Waymo has a better track record. They are geo-fenced now but they are moving towards mapless.
I think you know that Tesla EVs using FSD were involved in hundreds of accidents. The accident rate is far higher than Waymo's.
Waymo is the standard robotaxis are based on. Robotaxis are supposed to be able to operate without a driver. And Tesla showed off its cybercab without steering wheel and pedal.
Let's say a Tesla EV travels at 39 mph. 13 miles between interventions means that a Tesla EV will get into an accident 20 minutes after driving if no human intervention. This is not safe, it's very dangerous. For Waymo, it's more than 10,000 miles, ie around 1 year.
Are you willing to sit in Tesla cybercab if it crashes after 20 minutes and there's no steering wheel and pedal?
TestLa Kopi : You still don't get the point. It is not about mapped or not, it's about NN, the true way to learn driving like humans and later better than humans. Going with lidars and sensors will not go far, scientifically.
Yes , accident figures of Tesla released by NHTSA are correct. I admit Tesla is not ready now but their concept will eventually reign because their cars are driving like humans, and will be better and safer than humans eventually, as evidenced by FSD Supervised. Faulting a beta service is not fair. In the near future, Tesla's miles between interventions will increase significantly. Those who can see this will be rewarded handsomely. You are not one of them, obviously.
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