Missing Boost Sled, need it found.

[Hellbentftw]

I'm bored watching football now so I'll bite.

1) "Zero assets to speak of". Yeah, I guess if you parse out the $20B in cash, the rather large IP portfolio in the heavily sought after AI/ML/EV spaces, their three factories and social capital that can only be compared to a handful of companies on the planet...sure. Why don't you just google their balance sheet before saying ridiculously stupid things? I'm not a buyer of Tesla stock, but to suggest they have "no assets" is like saying "Google has no assets". You likely have no understanding of the immense value technology brings to the fray and how valuing tech asks the analyst to apply a different lens.

2) Show me the other self driving (or self steering) that goes about 150 miles for $3.50.

3) Have you used their AI systems? Do you understand how impressive they are? Its an AMAZING feat. You can't build real world usable (improving) AI without software that can learn, and this learning system is based around constant updates. If you don't see how cool it is the car can continually update itself based on a neural net that is consistently improving based on all the other cars on the network, I don't know what to tell you. You don't see the power of closed loop machine learning based software development.

4) Tesla more interested in what the OEMs are doing rather than the OEMs are more interested in Tesla? Have you looked at what the big companies are hiring around. AI, machine learning and electric. Tell me again how the tail wags the dog?

I have no doubts the company had a lot of problems in the early 2010s through mid 2010s, and the company is FAR from perfect. But if you want a glimpse into the future, or you want to see something that is actually disruptive, its the best example I've seen in over a decade. Again, the closest analogy is what Apple did to the phone world. The iPhone was SO far beyond where BB was it was like looking at a jet when everything else was piston powered.

A bite? Seems like more of a pucker to me.

By assets I was referring to physical. They are incredibly over-valued compared to other auto makers who have incredibly larger IP portfolios and 100x the physical assets. Tesla sucks at patenting their stuff. Again...their stock value has far more to do with Elon talking about flame throwers on Twitter than the AI in their cars, which I've been driving since 2014.

As far as hiring goes....plant workers are of far more value to the OEM's right now than any of their engineering staff. In shops where the unions don't call the shots, engineers are putting in hours keeping lines running. You're a bit behind the times.

iPhone's are crap. Jobs is dead. Get over it.

 

[Hellbentftw]

....before saying ridiculously stupid things?

Tesla Stock Is Meaningfully Overvalued. Here’s Why

The accelerated shift toward green and more sustainable forms of energy is also driving greater investor interest in Tesla, which remains the top global EV play.

www.forbes.com

A Roth Capital analyst says Tesla’s stock is worth $150 — which would be a 78% discount

Craig Irwin of Roth Capital said he's bullish on sales of electric vehicles, but the possibility of Tesla beating estimates is "clearly already in valuation."

www.cnbc.com

And the best one...straight from the horse's mouth:

Tesla shares tank after Elon Musk tweets the stock price is 'too high'

Musk has come in hot water for tweeting about the company's stock in the past. Musk has since agreed to submit his public statements about Tesla's finances to vetting by its legal counsel.

www.cnbc.com

Just more ridiculously stupid things though, I'm sure.

 

[Hellbentftw]

....the rather large IP portfolio...

Within Tesla's engineering headquarters in Palo Alto where I spent much of my time, there is a huge mural painted on one of the walls that you might be familiar with if you're a true nerd:



But the text on Tesla's reads:

"All your patents are belong to us."

It's their own recognition that they have little interest in securing IP and they are instead just knowingly providing it to the other OEM's to secure.

 

[chevy_man]

…. Shortage of chips …… do you think there is a shortage of chips for EV’s? I don’t know, but if there isn’t for EV’s, then I wonder what is happening…..

All this is just a hunch. Anyone have knowledge about EV’s and chips?

A "chip" is going to be specific to the board/computer it's installed in.

They have to essentially lease the space in manufacturing at the plant that is making them. Once that production run is over they lease another time to run x number of parts again.

If they didn't produce enough in their first slot, it may be 6 months before they get another slot for production.

The auto manufacturers gave up months worth of slots, then panicked and bought years worth. Silicon manufacturing is pretty much only done in Taiwan and the US. Very limited production capacity, very long plant start up times to boost production.

This was already a strained industry before the clown world, and it made it 10x worse.

 

[chevy_man]

I'm bored watching football now so I'll bite.

1) "Zero assets to speak of". Yeah, I guess if you parse out the $20B in cash, the rather large IP portfolio in the heavily sought after AI/ML/EV spaces, their three factories and social capital that can only be compared to a handful of companies on the planet...sure. Why don't you just google their balance sheet before saying ridiculously stupid things? I'm not a buyer of Tesla stock, but to suggest they have "no assets" is like saying "Google has no assets". You likely have no understanding of the immense value technology brings to the fray and how valuing tech asks the analyst to apply a different lens.

2) Show me the other self driving (or self steering) that goes about 150 miles for $3.50.

3) Have you used their AI systems? Do you understand how impressive they are? Its an AMAZING feat. You can't build real world usable (improving) AI without software that can learn, and this learning system is based around constant updates. If you don't see how cool it is the car can continually update itself based on a neural net that is consistently improving based on all the other cars on the network, I don't know what to tell you. You don't see the power of closed loop machine learning based software development.

4) Tesla more interested in what the OEMs are doing rather than the OEMs are more interested in Tesla? Have you looked at what the big companies are hiring around. AI, machine learning and electric. Tell me again how the tail wags the dog?

I have no doubts the company had a lot of problems in the early 2010s through mid 2010s, and the company is FAR from perfect. But if you want a glimpse into the future, or you want to see something that is actually disruptive, its the best example I've seen in over a decade. Again, the closest analogy is what Apple did to the phone world. The iPhone was SO far beyond where BB was it was like looking at a jet when everything else was piston powered.

You can keep it all.

I'm the sort of person that wants to drive my truck, not let it drive me. I bought a 16 Chevy with all the stability control and crap. Washboard road freaked out the AI and I had to overpower the electric steering that was trying to put me into the ditch. Had to dig foam out of the butt crack after that one.


Sold it. Dropped a new engine in my 00 and will keep driving it.

Computers are only smart when they're told what to do. Give them snow, ice, and toss in some ruts or washboard and they're just trying to kill you.

 

[Sheetmetalfab]

You can keep it all.

I'm the sort of person that wants to drive my truck, not let it drive me. I bought a 16 Chevy with all the stability control and crap. Washboard road freaked out the AI and I had to overpower the electric steering that was trying to put me into the ditch. Had to dig foam out of the butt crack after that one.


Sold it. Dropped a new engine in my 00 and will keep driving it.

Computers are only smart when they're told what to do. Give them snow, ice, and toss in some ruts or washboard and they're just trying to kill you.

Yep.
I had a 12 LMM with full delete, 130 hp tune etc.
then a 14 1500 ccsb 6.2

Got rid of them all and driving an 02 8.1 liter gas.
Absolutely love the thing.
Tows great, terrible milage, no electrical BS stabilitrak traction control, crap.

Just a solid rig.

 

[turboless terry]

Yep.
I had a 12 LMM with full delete, 130 hp tune etc.
then a 14 1500 ccsb 6.2

Got rid of them all and driving an 02 8.1 liter gas.
Absolutely love the thing.
Tows great, terrible milage, no electrical BS stabilitrak traction control, crap.

Just a solid rig.

Does yours use oil? Had an 01 and if the dummy light came on it was 2 quarts low on oil. My jet boat with 8.1 had to add oil once in a while. Truck never smoked or leaked. Everyone i seen was that way. The mpg was stellar. Especially pulling a trailer.

 

[Sheetmetalfab]

Does yours use oil? Had an 01 and if the dummy light came on it was 2 quarts low on oil. My jet boat with 8.1 had to add oil once in a while. Truck never smoked or leaked. Everyone i seen was that way. The mpg was stellar. Especially pulling a trailer.

If you have an 8.1 and it’s not eating a little oil it has a problem. Usually check it every thousand miles and add a quart.

They all do it.

10 mpg empty.

10 mpg towing 10,000# they are consistent.

 

[hilinerider]

Anyone hear of any sleds coming out
Mountain sleds especially
One small mountain dealer still needs 16 snocheck sleds

 

[mt.sledder]

Anyone hear of any sleds coming out
Mountain sleds especially
One small mountain dealer still needs 16 snocheck sleds

Finally back on track! Who gives a rats ass about Tesla, let’s find our sleds!!!

 

[Wheel House Motorsports]

I’m thinking that email was sent to someone who was originally supposed to get their sled by the end of December.
Im going to go ahead and assume that many of us with the sometime and January email will be getting new emails shortly stating sometime in February then when it gets late in February a big chunk of those will be pushed to sometime in March.

We are a long ways from December 15th I’m pretty sure Polaris knew more likely than not December 15th was never going to happen for most?



e

I hate to be a Debbie downer but I feel like I'm going to get a call and email this week about getting pushed back. Seemed like what happened last round. If the sled wasn't built within a week of the proposed ship deadline u get bad news last second.

 

[hilinerider]

Nobody has gotten any news around
Just what dealer looks up on his computer
And that is not accurate I'm told

 

[damx]

Trucking is also a big issue, my buddy's 155 boost has been built waiting to ship to Canada for 2 weeks.

 

[Wheel House Motorsports]

The last 3 155 boosts our dealer is waiting on (mine included) are built and awaiting shipment. Gonna be a bit for sure but glad it exists. Not just a pile of parts?

 

[turboless terry]

Hope you saved some parts for mine.

 

[Chadly]

Hope you saved some parts for mine.

Who would have thought that you predicted all of this when you made your forum handle back in 2008? Next year you better order the wife a 2 up so you can snowmobile with her.

 

[turboless terry]

Dude how do know 2008. Are you stalking me? You just secretly want to know how my wife's sled runs.

 

[PSI 800]

Im pretty sure the massive truck convoy to Ottawa here in Canada over the covid rules involving the border is going to mess up sled deliveries for sure.

 

[damx]

Agree, its over 75km long headed to Ottawa

 

[RMK-King]

Mine was built in Nov and delivered in January, I think shipping logistics is a big part of the delays.