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 …
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 …
June 27, 2023 Elon and Tesla realize that FSD version 12 would be good enough to get off beta. Version 12 won’t be beta — Elon Musk (@elonmusk) June 27, 2023 March 11, 2024 Said FSD Beta 12.3 is such a big release it should be called Version 13. Elon: FSD Beta 12.3 is such …
Elon Musk says Tesla will unveil the robotaxi on Aug 8, 2024. Tesla Robotaxi unveil on 8/8 — Elon Musk (@elonmusk) April 5, 2024 What does this mean? It means Elon and Tesla are super confident about FSD. It gives more credibility to the Tesla Korean engineers who work on FSD saying that Tesla would …
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 …
Tesla FSD is making huge progress on a weekly basis. Like all AI products like Open ChatGPT and the chess and Go AI programs this will continue. Those looking at the nearterm are looking at take rates or percentage of Tesla buyers who buy Tesla FSD. Those looking out are looking at Robotaxi but I …
James Douma is an AI expert and he believes that Tesla FSD V12.X will achieve better than human driving with more data and compute to refine the system. It will need 1% or less interventions than FSD V11. If interventions have been at 1 every drive then 1% interventions would mean one intervention every 3 …
Every Tesla car with Hardware 3 has a 144 trillion op computer and Hardware 4 cars have about 400 trillion ops. Elon Musk has said he will be able to generate revenue for Tesla and Tesla car owners by selling that compute for inference AI. The compute is there for $400 for Tesla and $400 …
Cruise CEO Kyle Vogt confirmed reports that the self-driving robotaxi maker needs regular human intervention to help them make sense of the road, yet he is downplaying the severity. A New York Times story cited unnamed Cruise employees claimed the company’s robotaxis required human help every 2.5 to five miles and had a support staff …