Update: this morning Elon tweeted a series of tweets to explain why he cut off the two analysts, his basic point being, “The 2 questioners I ignored on the Q1 call are sell-side analysts who represent a short seller thesis, not investors. The reason the Bernstein question about CapEx was boneheaded was that it had already been answered in the headline of the Q1 newsletter he received beforehand, along with details in the body of the letter. Reason RBC question about Model 3 demand is absurd is that Tesla has roughly half a million reservations, despite no advertising & no cars in showrooms. Even after reaching 5k/week production, it would take 2 years just to satisfy existing demand even if new sales dropped to 0.”
According to The Information (behind paywall):
RISC-V, which is anchored by a nonprofit foundation, is gaining popularity among companies frustrated by the limitations and high costs of current chip designs such as those offered by Arm. Tesla recently joined the RISC-V Foundation, and also is considering RISC-V, which is free to use, for its new chip efforts, said a person familiar with the matter.
More about the RISC-V open source technology:
More than 80 tech companies including Google, Qualcomm and Samsung have joined together to develop a new open-source chip design that offers a much cheaper way to build chips for new technologies like autonomous vehicles. If the effort succeeds, it could seriously undercut SoftBank-owned Arm Holdings, which has been trying to extend its dominance in smartphone chips into new areas.
