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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Tesla FSD 12.3.X Is Over Three Times Better Than the Best FSD V11.X on Miles Per Disengagement

Tesla FSD Tracker crowdsources data on the Tesla FSD driver experiences. They are now recording 448 Miles between critical disengagements for Tesla FSD 12.3 Supervised. This is over three times better than the best results for any Tesla FSD v11.X and it is over four times better than any Tesla FSD v10.X. The rate of …

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Biggest Tesla FSD Catalyst in 2024 and 2025 Will Be Other Carmakers Licensing

If Tesla achieves fully operational FSD with robotaxi capability (before robotaxi regulatory approval) will be like dragons in Game of Thrones. Other carmakers will have no choice but to license it. This will be one of several huge catalysts for Tesla valuation (not financial advice.) Here are the developments that should positively impact Tesla valuation. …

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What Driving Capabilities Can We Expect from Tesla FSD 12.4 if it Releases in April?

Tesla FSD 12.3.2 is now releasing wide in the US and Canada. Elon Musk tweeted: V12.4 is another big jump in capabilities. Our constraint in training compute is much improved. Three significant improvements to FSD will roll out roughly every two weeks. Should be really shining bright by late April or early May. In this …

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Starting the Era of 1-bit LLMs – With Microsoft Research

BitNet is paving the way for a new era of 1-bit Large Language Models (LLMs). In this work, we introduce a 1-bit LLM variant, namely BitNet b1.58, in which every single parameter (or weight) of the LLM is ternary {-1, 0, 1}. It matches the full-precision (i.e., FP16 or BF16) Transformer LLM with the same …

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