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@betastuff1999 Avatar @betastuff1999 JustGiveMeAGreatL2

JustGiveMeAGreatL2 posts on X about rivian, tesla, ai, lack of the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXX #

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Social Influence

Social category influence automotive brands stocks technology brands social networks fashion brands

Social topic influence rivian #286, tesla #2389, ai, lack of, radar, youtube, l2, dot, reduce, real time

Top accounts mentioned or mentioned by @grok @elonmusk @wholemarsblog @tesla @missjilianne @farzyness @chazman @sawyermerritt @dirtytesla @fredericlambert @teslatruckclub @rajuvamsi007 @kylaschwaberow @teslaai @tslafanmtl @teslaconomics @realdonaldtrump @marketinvestr @rwang888 @garyblack00

Top assets mentioned Tesla, Inc. (TSLA)

Top Social Posts

Top posts by engagements in the last XX hours

"@MilMileBattery I can tell you having worked in semi industry my career that the price you get from TSMC is pretty good even at relatively low volumes far better than buying another companies ASIC which stacks their margin on top"
X Link 2025-12-12T16:22Z XXX followers, XXX engagements

"@wholemars Because AI4 isn't good enough for robotaxi"
X Link 2025-12-11T08:08Z XXX followers, XX engagements

"@rwang888 @FutureAZA Ryan you are truly lazy. Watch the Rivian presentation on YouTube. watch the demo drives. Rivian will provide point to point driving like FSD"
X Link 2025-12-12T11:29Z XXX followers, XX engagements

"@rodamn @wholemars @RJScaringe They can collect from every Gen2 Rivian sold. Probably north of 50000"
X Link 2025-12-12T12:59Z XXX followers, XX engagements

"@rwang888 @ChrisZheng001 Sorry but your sentence doesn't make sense. English is probably not your 1st language so you are doing very well. Are you suggesting that Rivian doesn't know how to take advantage of their cameras"
X Link 2025-12-12T13:08Z XXX followers, XX engagements

"@rajuvamsi007 @moregainzs I expect that current Gen2 Rivian owners will be extremely happy. Current Driver+ only works on about 125K of mapped highways. Jumping to 3M+ miles in a few weeks will feel like a massive Christmas present"
X Link 2025-12-12T15:04Z XXX followers, XX engagements

"@rhensing @TesCalendar1 rhensingSensor confusion was an issue before end to end and transformers. Now you train with all sensors feeding AI simultaneously and AI figures it out. Rivian has hired lead engineers from Waymo and Tesla and started with a clean slate. They will move fast"
X Link 2025-12-12T16:26Z XXX followers, XX engagements

"@nymbusjp @Hilbe Genma you seem upset that Rivian is getting it right. A few days ago you said nobody could match Tesla due to the XX point moat. And yet a small new company is doing exactly that and probably better"
X Link 2025-12-12T18:43Z XXX followers, XX engagements

"@Real_SinaptiX @TeslaTruckClub Super that is true. However the team at Rivian includes Waymo and Tesla execs who understand these issues. V14 is struggling due to lack of processing and memory bandwidth. Every change is a tradeoff"
X Link 2025-12-12T19:14Z XXX followers, XX engagements

"@news_squared @niccruzpatane You are worried about HW costs which always come down over time. Waymo designed with L4 and safety as the step X. Tesla is trying to from L2 to L4. Tesla lacks sufficient processing power with AI4. Read this"
X Link 2025-12-10T14:20Z XXX followers, XX engagements

"@ValueExpected @BradMunchen StillKickin I think the problem is lack of processing horsepower more than sensor suite. AI4 is underpowered for E2E and we see it with Musk's statement about needing to massively optimize for memory throughput and regressions with dot releases"
X Link 2025-12-10T16:45Z XXX followers, XX engagements

"@Sublux8tor @mikepat711 @grok An entire career developing and managing embedded real time SW and algorithms plus 1) Musk said they have to massively optimize algos to reduce memory bandwidth 2) Regressions with point releases 3) Delay in AI5 to substantially improve performance. AI4 is at its limit"
X Link 2025-12-10T20:26Z XXX followers, XX engagements

"@nymbusjp Seems like Rivian checks every box and has the benefit of including radar and lidar into the sensor input"
X Link 2025-12-12T11:05Z XXX followers, XX engagements

"@rwang888 @ChrisZheng001 I understand completely. There isn't sensor fusion in the classical sense. Rivian feeds all sensor data into AI and it decides how to use it. As RJ said yesterday most of the time vision provides all that is necessary. Radar and Lidar help in edge cases"
X Link 2025-12-12T13:18Z XXX followers, XX engagements

"@_SFTahoe Amy do you have any idea what it costs to build a semiconductor factory and keep it fully loaded. There is a reason that TSMC and Samsung are among the few remaining semiconductor manufacturers. Nobody can build a factory that only produces for itself. Ask Intel"
X Link 2025-12-12T14:26Z XXX followers, XX engagements

"@rajuvamsi007 @moregainzs What it probably means is the equivalent of lane centering and adaptive cruise control on almost all roads. Today it only works on about 125K miles. You will still need to stop and turn. Point to point gets to the next level"
X Link 2025-12-12T14:57Z XXX followers, XX engagements

"@rajuvamsi007 @moregainzs Depends on your definition of autonomy. I believe that the roadmap spells a path to full point to point like FSD today without Lidar. Lidar is intended to get to full L4 eyes off which nobody has today. So you can compare $2500 to Rivian with $8K to Tesla as equivalent"
X Link 2025-12-12T15:16Z XXX followers, XX engagements

"@rajuvamsi007 @moregainzs According to the presentation point to point will begin rolling out in 2026. I would expect that they will focus on the driving part and not care much about Robotaxi features like pickup and drop off that V14 adds. Probably equivalent to V13"
X Link 2025-12-12T15:22Z XXX followers, XX engagements

"@rajuvamsi007 @moregainzs Which part of V14 hesitancy in lane changes crappy speed control 😃 Rivian and Tesla focus are different. Tesla cares about Robotaxi. Rivian is aiming for personal autonomy. That means navigating parking lots is low priority. Rivian HW today exceeds Tesla"
X Link 2025-12-12T15:27Z XXX followers, XX engagements

"@rajuvamsi007 @moregainzs We will see. I have been in SW algos in the semiconductor business my entire career so I look for details that show plausibility. Yesterday was a big step forward. 1st time I had confidence that Rivian is the right path. AI is dramatically accelerating SW development"
X Link 2025-12-12T15:55Z XXX followers, XX engagements

"@EdLudlow Having been in SW algos ASICs for a long time makes perfect sense. TSMC ARM are geared to help teams of talented engineers design highly complex chips. Rivian has hired top talent. Have 2nd mover advantage of seeing what works and AI is dramatically accelerating SW"
X Link 2025-12-12T16:37Z XXX followers, XX engagements

"@Skylarbear10 @EdLudlow Not easy but 1) TSMC and ARM are geared to help teams design complex chips 2) Rivian has hired top talent from Tesla and Waymo 3) have 2nd mover advantage of seeing what works. 4) AI is rapidly accelerating SW dev. Very promising"
X Link 2025-12-12T16:39Z XXX followers, XX engagements

"@StefanS89240572 @rwang888 @ChrisZheng001 Both are the same since they process photon to action. They can have the system output intermediate results such as objects detected which is what you see in the demo. With lidar they can find objects sooner due to more detail"
X Link 2025-12-12T20:00Z XXX followers, XX engagements

"@nymbusjp @Hilbe I read it carefully. It is well done. Gen2 Rivian R1 and R2 have similar sensors except lidar. They are collecting data today on R1s about 50K. They can trigger on unique events to selectively collect data. They have apprentice mode to try new SW before activating "
X Link 2025-12-12T20:07Z XXX followers, XX engagements

"@nymbusjp @Hilbe I like my FSD but I think Musk is obstinate and refuses to admit or adapt when things aren't working. Auto wipers still suck is one example. E2E was a good choice but AI4 is too underpowered to support it. 2nd movers i.e. Rivian Chinese have learned and may surpass Tesla"
X Link 2025-12-12T21:23Z XXX followers, XX engagements

"@chazman @Rivian @Tesla There is a strong chance that Rivian will catch up quickly next XX months. With execs from Tesla and Waymo 2nd movers can learn and avoid missteps. The platform is more powerful than Tesla's. AI is accelerating development"
X Link 2025-12-12T21:27Z XXX followers, XX engagements

"@TeslaTruckClub Watching the Rivian demo drives and listening to chatter some interesting comments. Considering allowing some driver steering input while in self driving and not disengage. Make it easy to avoid a pothole. Also could make it easier for new users to get used to it"
X Link 2025-12-13T13:34Z XXX followers, XX engagements

"@heydave7 How has Tesla proven they can achieve L4 They certainly haven't yet and are struggling to get there. You should watch the Rivian presentation carefully that shows the blended image of video radar and lidar. objects that don't appear in video appear early using all 3"
X Link 2025-12-12T10:46Z XXX followers, XXX engagements

"@Baldar28 @wholemars @Mikekantorski Franz I do think Waymo is L4 because it is L4. @grok Is Waymo L4"
X Link 2025-12-13T21:57Z XXX followers, XX engagements

"@Varzelhaar @rwang888 @ChrisZheng001 @grok Are you trying to argue with Rivian's presentation 😄 They clearly stated that they feed the raw camera into the AI. What do you think they are feeding the AI system"
X Link 2025-12-14T01:25Z XXX followers, XX engagements

"@rwang888 @ChrisZheng001 Watch the video very carefully. You will see objects appear in the camera + radar+lidar earlier than the other X views. That gives the system more time to decide what to do. In some cases there are objects identified only in the Lidar view"
X Link 2025-12-12T14:24Z XXX followers, XX engagements

"@Varzelhaar @rwang888 @ChrisZheng001 haar you clearly paid no attention to the presentation. @grok During Rivians autonomy day did they say whether the raw camera data radar and lidar data is fed directly in the AI processing network"
X Link 2025-12-13T22:23Z XXX followers, XX engagements

"@bestjkymn @chazman @Rivian @Tesla CyberJC You should watch the presentation and keep an open mind. Sensor fusion is not an issue with AI. Each sensor provides information about the 3D space. vision does most of it most of the time. Radar provides additional detail and do does lidar. AI uses it all"
X Link 2025-12-14T00:10Z XXX followers, XX engagements