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Verified - and the actual payload to the iCloud endpoint is e2e encrypted ciphertext.


the marketing name is "Mail Drop", and it is separate from iCloud mail; though it should only fire if there's a 20mb+ attachment on the email.

cloudd is used by a shit-ton of services though, so I'm not sure how to track it down without better tracing of what actually initiated the call, or the contents of the call.

edit: tomasf nailed it - https://news.ycombinator.com/item?id=49158388


"reasonable person, what kind of definition is that???"


R2s are already being delivered to customers.

There is no honest way to manufacture a $40k price gap.


Charging experience? Teslas can't charge as fast as a modern Kia, Lucid, Geely, or BYD. They can't two-gun charge like a BYD. They don't have battery-swaps like NIO. They've got a single charge port in a back corner... very unclear what's best about them.

And as for software, on the infotainment side, AA/CP are great (but not available on Tesla), and people often like having _some_ physical controls, which goes against Musk's aggressive cost-cutting.

If by software you mean FSD (Supervised), I think essentially every major auto lane-keeping + adaptive cruise covers the key use case where FSD is useful: highway slogs.

For anybody who lives outside of the USA, the Chinese EVs are the obvious answer -- they've surpassed Tesla on essentially every dimension.

For people who live inside the USA the math is different, since the government is actively interfering with the free market to protect a critical donor.


Android Auto and Carplay are better than dealing with just crappy infotainment systems but they still don't make the overall software experience good. You end up with disjointed interface with functionality split between the automakers UI.

FSD is unmatched. Auto lane-keeping and adaptive cruise control don't provide the reactivity that FSD does even for straight highway driving.

Most objective reviews comparing a Model Y and Chinese EVs are far less conclusive than you propose.


Tesla FSD and infotainment is the best in the US only. Tesla is no match for Xiaomi or Li Auto.


> Charging experience?

They have a very reliable charging network with excellent coverage. You just plug your car in and it charges. No fiddling with the charger or apps.

> And as for software, on the infotainment side, AA/CP are great (but not available on Tesla)

The infotainment is good enough where you don't need AA/CP but that's a very subjective detail. The software also extends outside of your car because you can do a lot from the Tesla phone app. It's your car key, control/schedule/monitor charging, lets you control climate remotely, use GPS to find your car, dashcam, etc... all are standard with a Tesla but unavailable or locked behind a subscription elsewhere.

> If by software you mean FSD (Supervised), I think essentially every major auto lane-keeping + adaptive cruise covers the key use case where FSD is useful: highway slogs.

Agree but FSD (Supervised) is actually getting better over time. You 100% need the latest model/hardware car to see those improvements though. Still needs supervision but far less than you may have seen before.


And you can plug almost any modern EV into the Tesla supercharging network without issue. However, unlike Teslas, you can _also_ plug and charge them in other networks.

On self-driving: if you want true autonomy, where you can relax and do something else entirely while you drive, the answers are Waymo, Apollo Go, and to a lesser extent: rideshare.

Every other system requires that you sit in the driver's seat, pay attention, and be ready to handle exceptions. Which means that ongoing improvements don't actually buy you much of anything, because having to handle an exception every 50 miles isn't a better experience than having to handle one very 5 miles.


> Which means that ongoing improvements don't actually buy you much of anything, because having to handle an exception every 50 miles isn't a better experience than having to handle one very 5 miles.

That's what I thought too but after trying FSD on HW4 for two months I really think they are almost there. HW3 was really bad but I didn't need to intervene once with HW4. I think their biggest hurdle will be more of a legal or insurance one when they need to shift liability to actually stop saying it needs supervision.

> the answers are Waymo, Apollo Go

Both of which are supervised too, but remotely, and not constantly. There's no reason why Tesla can't do the same - they probably do for Robotaxis now - as soon as the exception rate is low enough, why not?


If it is so good why don't they take liability? They aren't even willing to risk money while you are ready to risk your life...


Because it's not good enough yet.


Ah ok, i thought you meant it’s just a matter of paperwork


comma.ai is the one that's available now to cars today.


comma.ai requires supervision just like Tesla's FSD.


> However, unlike Teslas, you can _also_ plug and charge them in other networks.

why?


I think the plug situation in the US is different and they only just settled on a standard which is what I assume the parent comment is talking about.


Tesla wins on charging because Superchargers are ubiquitous and they just work: you can pull up to one and be pretty much guaranteed that you'll be able to charge. This is manifestly not the case for any of the competition.


This article was about Europe. There is no benefit for Tesla here. It’s all CCS now. Anyone can use Tesla superchargers.

Afaik it’s the same in US, isn’t it? Just with the complication that there’s no government mandated standard, but NACS seems to becoming the de facto standard? So a benefit to Tesla for older models I suppose?


Pretty much every EV can use Superchargers.

I'm setting aside that charging off of public EVs is relatively rare anyway... but your premise is flawed.


I have considerable Roth assets because my employer's 401k allows for the Mega-backdoor, which means I can put $30k+ per year of after-tax income into 401k (beyond the normal pre-tax contributions) perform a Roth-in-plan-conversion on the after-tax assets, and then roll it out into a Roth IRA.


You can’t personally contribute to a 401k beyond the limit, even after tax. Your employer can add extra via match or profit sharing contributions. What are you talking about?


For 2026, the 401k limits are $72,000 overall, and $24,500 for pre-tax employee contributions.

Assume an employer who matches 50% up to pre-tax employee contribution max, the result is this:

$24,500 pre-tax employee contribution $12,250 employer match

This leaves $35,250 to the $72k limit.

Roth MegaBackdoor enabled plans allow the employee to put $35,250 of _after tax_ contributions in to fill that window, and to convert them to Roth assets. They can even be rolled out into a Roth IRA while the 401k is still active.

I have no clue why you think this relatively common plan option is, somehow, impossible.


Apple is a $5t company that has $45b cash-on-hand.

Your post is "cute", but 3 or 4 months of operating cash isn't a great example of "sitting on piles of gold".


That is a largely incorrect statement that is loosely based on a single incident, not a trend.

The single incident was an individual in Malaysia who added an after-market finger-print based engine immobilizer to his car in 2005. The attackers threatened the individual with machetes, so that he would put his finger on the sensor, and then drove off with him in the car. The attackers later cut off his finger believing it would let them restart it without him present.


It's fascinating that you simultaneously argue that margins will expand... while posting about personal behavior all of which points toward commoditization and intense price competition.


What’s wrong here ? You push the router , you keep same subscription price , customers are as happy or even more happy because router will make process faster, the costs will go down . The market size will increase several times .

If you have properties of the market where your costs will go down , the size of the market will increase and you are top contender. How is that a bubble or a bad market ?

Sure you have risks of underperforming and lose the competition, but how is that different from any business in the world ?


The key is your comment about rotating between 4-5 different vendors to control costs.

That will naturally rotate you _away_ from vendors who expand margin, and _toward_ those who use the same capability to undercut the margin expanders.


Claude can do such rotations within their ecosystem, sonnet , thinking level etc . If that’s the focus on the course of few month they will adopt , and still collect same paychecks as before .

The only real problem to them they killing the market they have most money off. Software . But ai already in a good spot to displace Microsoft office after that other industries , finance , lawyers , medicine etc


Even if carbon was a complete non-issue, electrification and a greater diversity of energy sources would still have immense value.


Electrification is a no-go when electricity prices keep going up up up.


No it's not. That's not the equation. The only thing that matters is the final cost, including capex.

Utilities are pooling the wool over the eyes of PUCs and the media is not doing what it needs to show how the utilities are screwing customers because the media is illiterate...

But what China and other places (eg Spain) for this sort of ammonia is to place generation and batteries right at the ammonia site, bypassing the grid for most of their energy, dramatically lowering costs.

The grid costs more than electricity generation, and utilities get guaranteed profit on grid costs, so they try to make the grid as expensive as possible, even as renewables and storage are lowering the cost of generation.


Pooling?


Ugh, too late to edit some serious typos/autocorrect errors:

pooling --> pulling

illiterate --> innumerate.


pulling


The price of grid electricity is moot when you're powering the process with locally generated green energy.


Tell that to struggling family’s electric bills


Happily, and in fact it's the only responsible thing to do for somebody that says they care about struggling families!

Struggling families: off-grid electricity generation for clean fertilizers do not affect your electricity rates. Anybody who tries to get you angry about that is misdirecting your attention from the factors that do affect your electricity prices. If you want lower electricity prices, focus on reigning in your PUC to represent you rather than utility profits.


Or cut out the middle man and get your own solar. Who are the people in California paying $0.35/kWh to the power company when rooftop solar is less than a third of that?


Struggling families can’t buy their own off grid power generation.

I take this one rather personally as a friend of mine has had his power shut off now for the last month. I set him up with a gasoline generator which seems like the opposite of green. Electric should be very cheap and abundant.


> Struggling families can’t buy their own off grid power generation.

The premise is that the installment payments on the solar system are less than the monthly bill from paying the power company for the same amount of electricity. It can't be the thing they can't afford when it's the thing that costs less.


Right? You can go off grid anywhere. Well in some places you legally can't, and need to remain connected with a connection fee, but nobody is forcing you to draw any power from it.


what does this have to do with fertilizer production again?


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