What Features are Needed for FSD as FSD 12.3.4 is Starting to Release

There are about six major capabilities that Tesla still needs to add to FSD based upon capability checklists. Most of the capabilities will need refinement so that they are performed well every time. The six capabilities are recognize hand signals, drive in reverse, avoid pot holes and low road obstacles, don’t drive in the blind …

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$2 Trillion AI Data Center Market

Jensen Huang described how the $1 trillion in current data centers will see another $2 trillion of AI accelerated data centers added over the next few years. Brad Gerstner, Altimeter Capital, describes the impact of adding those AI data centers on energy and computer chips. Brian WangBrian Wang is a Futurist Thought Leader and a …

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Snapshot of the Race for More AI Compute

The number of Nvidia H100 and other Nvidia chips that an AI company represents the AI compute resources of that company. Elon indicated that a recent chart showing Meta leading on the GPU count and Tesla trailing at 10,000 G100 GPUs. Microsoft and OpenAI would also have higher GPU counts. It is unclear why Microsoft …

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AI LLM Has Trillion Dollar Use Case By Increasing Computer Programming Productivity

Devin is an AI that was used on the SWE-bench, a challenging benchmark that asks agents to resolve real-world GitHub issues found in open source projects like Django and scikit-learn. Devin correctly resolves 13.86% of the issues end-to-end, far exceeding the previous state-of-the-art of 1.96%. Even when given the exact files to edit, the best …

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Will Good FSD Overcome Bad Deliveries in Q2?

In the first quarter, Tesla produced over 433,000 vehicles and delivered approximately 387,000 vehicles. They deployed 4,053 MWh of energy storage products in Q1, the highest quarterly deployment yet. The delivery numbers were bad for Tesla in Q1. There were fires in Berlin from ecoterrorists and delays in the supply chain because of Persian Gulf …

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