Herbert Ong
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Herbert Ong· 2025-06-26 18:41
Autonomous Driving Technology & Safety - Adding more diverse sensors does not necessarily equate to increased safety, and could potentially decrease safety due to conflicting data sources and decision-making complexities [1] - Aviation utilizes sensor redundancy with triplicate sensors for critical systems, allowing for easy isolation of faulty sensors, a method not followed by Waymo [1] - Waymo's reliance on diverse sensors, algorithms, and high-definition maps introduces latency and potential errors in data processing, which could lead to crashes [1] Tesla's FSD & Approach - Tesla's Full Self-Driving (FSD) operates as a RoboTaxi in Austin using vision and end-to-end neural nets, enabling easier learning from video and auto-labeling compared to LiDAR point clouds [2] - Tesla's vision-only neural net FSD is considered a more elegant and simpler solution, aligning with the engineering principle of "less is more" [4] - Tesla's FSD benefits from a long context window and occupancy network, allowing it to remember occluded objects, enhancing its perception capabilities [3] - Tesla's FSD will improve with increased compute power from AI5 hardware (mass production in Q1 2026), and more training runs on its model using Tesla's 50K Nvidia's and 20K Dojo Cortex AI Compute center [4] Competition & Performance - Tesla's FSD Supervised operates in 5 regions (US, Mexico, Canada, China, and Puerto Rico) with pending regulatory approval for more, while Waymo operates in only 4 US cities [3] - Tesla's end-to-end neural net solution is more scalable and adaptable compared to Waymo's approach, which involves multiple sensor types, high-definition maps, and rules-based code [5]
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Herbert Ong· 2025-06-26 17:23
🚨 Brokerage firm Benchmark has hiked its price target on $TSLA to $475 from $350 following the successful launch of its robotaxi service in AustinAnalyst Mickey Legg said the limited launch "demonstrates a controlled and safety-first approach" that could help Tesla gain regulatory and public trust.“We are a believer in @Tesla’s camera-focused approach that is not only cost effective but also scalable,” he wrote, pointing to the higher cost of Waymo’s vehicles compared to Tesla’s Model Y.Looking ahead, the a ...
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Herbert Ong· 2025-06-26 17:19
🚨 Musk Confidant Afshar Leaves Tesla in Latest High-Level ExitOmead Afshar, a powerful executive at Tesla Inc. and one of Elon Musk’s closest confidants, has left the company.Afshar’s name no longer appeared to show up in an internal directory. The reason for the change and his future plans weren’t immediately clear.$TSLA ...
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Herbert Ong· 2025-06-26 16:01
RT Ale𝕏andra Merz 🇺🇲 (@TeslaBoomerMama)1/3You will be missed, @omeadGreat job bringing us to where we are today, thank you so much. You were there, through hell and back and I am sure I can speak for all retail shareholder when I say "Thank You from the bottom of our hearts".@business by @danahull and @EdLudlow https://t.co/uoX45XjhQP ...
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Herbert Ong· 2025-06-26 15:48
Better than humans.$TSLATesla (@Tesla):Humans can’t look everywhere at onceYour Tesla canAnd it’s able to react with superhuman precision in a fraction of a second ...
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Herbert Ong· 2025-06-26 14:18
🚨 BREAKING: $TSLA Robotaxi now officially DEPLOYED in Austin!Tesla’s status upgraded from Testing to Deployed on the city’s AV operator list.Here’s where the others stand:✅ Tesla: DeployedWaymo: DeploymentZoox, ADMT, AVRide, Motional: Testing/MappingThe future just arrived in Texas. ...
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Herbert Ong· 2025-06-26 14:08
Vehicle Performance Benchmark - Xiaomi SU7 Ultra achieved a Nürburgring lap time of 6:22.091, ranking it as the 3rd fastest car [1] - The Nordschleife circuit, known for its comprehensive testing environment, is 20.832 km long with 177 corners and a 304-meter elevation change [1] - Performance on the Nürburgring serves as a benchmark for vehicle capability across aerodynamics, power delivery, handling, and thermal management [2] Product & Pricing - Limited edition Xiaomi SU7 Ultra starts at 113,500 USD [1] Strategic Rationale - Xiaomi chose the Nürburgring to demonstrate the automotive engineering capabilities of its vehicles [1]
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Herbert Ong· 2025-06-26 13:58
🚨 Wall Street is starting to believe in Tesla’s Robotaxi!▪️ Dan Ives says it’s the start of a $1T opportunity▪️ TD Cowen likes Tesla’s slow and careful launch▪️ Gene Munster says the 8% $TSLA stock jump is just the beginning@HansCNelson breaks down why more investors now think Tesla’s self-driving future is real 🔥 ...
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Herbert Ong· 2025-06-26 03:17
RT Jeff Lutz 🔋 (@thejefflutz)Where are all of the China EV simps? Literally vanished over night…Where are all of the comparisons to Tesla?Bragging about “sales gROwTh” and being clueless on channel inventory and their government cracking down on market manipulation is literal infinite stupidity… ...