Billionaire investor and fund manager Ron Baron describes his ride in what seems to be the unreleased version of Tesla FSD. Waymo are $250,000 each. Ron was in California on Monday last week and was taken on a ride with the latest version of Tesla FSD. He says it this moment in [supervised] autonomous. It …
Venture Capital legends Brad Gerstner and Bill Gurley gave great insights about Tesla robotaxi and Uber ridesharing on the BG2 pod. Brad Gerstner founded the $10 billion Altimeter Capital fund. Bill is a general partner at Benchmark, a Silicon Valley venture capital firm in San Francisco, California. Gurley has led investments in and holds board …
Tesla is speeding up new car products and modifying current factories with aspects of the next generation unboxed factory processes. The partial updated factory processes will not enable the full full 50% cost reduction previously described for the unboxed process but could see 20-30% cost reductions. This would enable a smoother transition for vehicles volume …
Future versions of Tesla FSD will likely merge with XAI Grok. While Elon Musk has expressed concerns about building too much of his new AI ideas into Tesla unless he has 25% voting control, the need to make a competitive AI will force Tesla FSD to work with XAI Grok. This can be structured in …
Grok-1.5V is competitive with existing frontier multimodal models in a number of domains, ranging from multi-disciplinary reasoning to understanding documents, science diagrams, charts, screenshots, and photographs. Grok has capabilities in understanding our physical world. Grok outperforms its peers in our new RealWorldQA benchmark that measures real-world spatial understanding. For all datasets below, they evaluate Grok …
Elon Musk reasserts that Tesla FSD 12.4 will be another big improvement and will be released soon. Tesla FSD 12.4 will have the driving data learned from another billion miles of driving from the one month free trial for 2 million users. The new driving data will be from many new drivers who were inexperienced …
Tesla has made rapid progress with the full self driving system after they completed version 12 of the AI. They have replaced the coded rules for a complete system of neural networks to control perception, navigation and planning. Tesla has announced that they will unveil the robotaxi on August 8, 2024. However, it is now …
Tesla is unveiling the Robotax on August 8, 2024 there is an ongoing ramp of the FSD (full self driving) software. What do we no know and not know about this rapidly changing situation? This is all happening as Tesla’s sales growth is “between two growth waves”. Tesla has cut over 10% of its staff …
Tesla has has officially lowered the monthly FSD subscription price to $99/month (from $199/month). This means it would be $1200 per year. If 50% adopt then that would be the $600 per car or an increase of 7.5% in profits. This should massively increase adoption which increases the amount of data training and rate of …
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 …
There are many who believe that years of failure or limited success for Tesla FSD and other robotaxi projects are evidence for their belief that it will take more years from today for Tesla FSD to achieve robotaxi level. Chess Computer Programs Chess programs were under serious development for decades before they finally succeeded in …