Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-24/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
Notton I don't particularly care for either company, but SpaceX IPO might just tank everything. Is the AI bubble gonna burst? SpaceX biggest rug pull in history? https://finance.yahoo.com/markets/stocks/most-active/At the time of posting: Nvidia -13.56 Intel -12.61 Marvell -52.96 Micron -131.99 Tesla -27.45 Amazon -7.76 SMCI -5.26 Broadcom -33.18 AMD -56.82 Microsoft -11.38 #NotFinancialAdvice This guy seems to do a good breakdown of what just happened hMArdJ1qJT0 Reply
Zaranthos wiscovitch said: Musk does have a "track record of completely breaking expected timelines"…Where's that FSD at? Well where I live would benefit from FSD because I've been nearly killed by human drivers many times just driving my short commute to and from work. FSD without AI is nearly impossible because of "edge cases". I would also wonder if cameras are enough to truly meet political and regulatory safety scrutiny when dealing with unknowns like fog, heavy rain, blizzards, and even humans and animals running into traffic. Driving is pretty dangerous and humans fatally screw it up pretty often. It's also going to be hard for people to trust AI which probably isn't mature enough for the task yet either. Can older vehicles be programmed with software alone to deal with variability like road construction, map changes, accident lane closures, etc? Reply
alan.campbell99 The big picture of xAI? Uh, xAI is one big reason why SpaceX operates at a loss after it was bolted on. Tesla is massively overvalued for what it is now, also don't forget the utter flop that is the cybertruck which was pushed by Elon. Of the three I'd say SpaceX on it's own has done the best, largely because the people in the company that actually know stuff have blunted his more moronic notions ala said Cybertruck. And no, cameras aren't enough. You need other sensors like LIDAR that most other manufacturers put in their designs, Elon won't because among other things he's cheaping out. It's not a question of Elon 'hate', it's more pointing out how the emperor has no clothes. Reply
Marlin1975 Zaranthos said: Well where I live would benefit from FSD because I've been nearly killed by human drivers many times just driving my short commute to and from work. FSD without AI is nearly impossible because of "edge cases". I would also wonder if cameras are enough to truly meet political and regulatory safety scrutiny when dealing with unknowns like fog, heavy rain, blizzards, and even humans and animals running into traffic. Driving is pretty dangerous and humans fatally screw it up pretty often. It's also going to be hard for people to trust AI which probably isn't mature enough for the task yet either. Can older vehicles be programmed with software alone to deal with variability like road construction, map changes, accident lane closures, etc? Nothing you posted comes anywhere near what he said. You tried to parrot "track record of completely breaking expected timelines". which is wholly not true. If anything its the opposite. Musk is the king of over promising and pumping up and then moving on to another outlandish claim before being called out for the last one. Reply
wiscovitch Zaranthos said: Well where I live would benefit from FSD because I've been nearly killed by human drivers many times just driving my short commute to and from work. FSD without AI is nearly impossible because of "edge cases". I would also wonder if cameras are enough to truly meet political and regulatory safety scrutiny when dealing with unknowns like fog, heavy rain, blizzards, and even humans and animals running into traffic. Driving is pretty dangerous and humans fatally screw it up pretty often. It's also going to be hard for people to trust AI which probably isn't mature enough for the task yet either. Can older vehicles be programmed with software alone to deal with variability like road construction, map changes, accident lane closures, etc? Slick dodge…Again, where is the FSD that has been promised for almost a decade? I'm not denying the tech is hard, but you have to factor in that quagmire before saying "track record of completely breaking expected timelines" in some sort of positive way. Reply
Zaranthos Marlin1975 said: Nothing you posted comes anywhere near what he said. You tried to parrot "track record of completely breaking expected timelines". which is wholly not true. If anything its the opposite. Musk is the king of over promising and pumping up and then moving on to another outlandish claim before being called out for the last one. It's entirely subjective. People that hate Musk will form a completely different opinion than people who don't. Colossus 1 broke all records for timelines compared to other similar projects, and now it likely could break records for time to ROI if the deals with Anthropic and Google last. Tesla wasn't supposed to be possible either. Does Musk pontificate about all kinds of stuff, sure there is no denying that. He's also the richest human being on earth by net worth and likely has the potential to rapidly expand that wealth. I don't have the money to bet against him and neither do most of his haters. Reply
wiscovitch Zaranthos said: It's entirely subjective. People that hate Musk will form a completely different opinion than people who don't. Colossus 1 broke all records for timelines compared to other similar projects, and now it likely could break records for time to ROI if the deals with Anthropic and Google last. Tesla wasn't supposed to be possible either. Does Musk pontificate about all kinds of stuff, sure there is no denying that. He's also the richest human being on earth by net worth and likely has the potential to rapidly expand that wealth. I don't have the money to bet against him and neither do most of his haters. Well if it's subjective then what are we talking about here?!? Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/google-signs-usd920m-monthly-compute-deal-with-spacex-companys-projected-annual-data-center-revenue-to-exceed-its-combined-proceeds-from-starlink-launch-services-and-ai-in-2025#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.