Comparing the Amazon AWS Tipping Point With Tesla FSD

A recent Morgan Stanley 66 page report on Tesla makes the case that Tesla AI, Dojo training computer and the FSD (full self driving system) can be as critical to Tesla share price as AWS (amazon web services cloud computing) was to Amazon. AWS has become 70% of the Amazon’s profit (EBIT). This means the …

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Person Dies After Cruise Robotaxi Blocked San Francisco Ambulance

A Cruise robotaxi blocked a San Francisco ambulance from getting a pedestrian hit by a vehicle to the hospital in an Aug. 14 incident, according to first responder accounts. The patient later died of their injuries. Above is a photo of a different Cruise incident where a Firetruck hit a Cruise. Have not found a …

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California Commission Approves Waymo and Cruise Expansion Over Fireman and Police Objections

California Public Utilities Commission have voted to allow the Waymo and Cruise to expand their robotaxi service to thousands of vehicles in San Francisco. Before expansion Google-owned Waymo and General Motors-owned Cruise were limited in times and areas they could operate. Cruise cars can only be accessed 10 p.m. to 6 a.m. in the Sunset, …

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Purdue’s New HADAR Sees in Pitch Dark Like Broad Daylight

Purdue University has developed HADAR, heat-assisted detection and ranging, which sees texture and depth and perceives physical attributes of people and environments. HADAR vividly recovers the texture from the cluttered heat signal and accurately disentangles temperature, emissivity and texture, or TeX, of all objects in a scene. It sees texture and depth through the darkness …

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Tesla Heading to 100X AI Progress and OpenAI Moment for RealWorld AI

The limitations for Tesla AI development are programming resources, AI architecture, compute resources, training data and financial resources. Tesla has started operating its Dojo AI training supercomputer and this will scale to over 100 Exaflops by the end of 2024. Tesla will likely continue to expands its AI supercomputing datacenters and cloud. Tesla continuing its …

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San Francisco Residents Fight Cruise and Waymo Robotaxi With Traffic Cones

Members of the Safe Street Rebels is placing traffic cones on Cruise and Waymo vehicles to disable the self-driving robotaxis. The cones on the hoods of the cars confuse the driving software. On Thurs 7/13, the CPUC (California Public Utility Commission) will vote to expand AVs in San Francisco. Cruise and Waymo promise they’ll reduce …

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Ark Invest Compares Tesla, Cruise and Waymo

Ark Invests described how compute and data are the keys to self driving (autonomy). Tesla has both large amounts of compute and driving data. Waymo and Cruise have 100 to 1000 times less driving data than Tesla. Tesla probabably has 10x more compute and will scale to 200X more compute. Waymo and Cruise are likely …

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Tesla Full Self Driving, Autopilot and the Driver Assist Market

For years, Alphabet’s Waymo, Tesla and others leaders have promised autonomous vehicles will be here soon. However, we are currently short of the promised robotaxi capabilities. Here is a summary of the current situation. Tesla Full self-driving beta for city streets to roughly 400,000 customers in North America. FSD is bought by about 10% of …

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Former Cruise Lawyer Is One of Five People Deciding Cruise Robotaxi Expansion

Robotaxis on public streets are causing dozens of problems each month for firetrucks, ambulances and police cars and city traffic. California state agencies have set up the rules where city leaders cannot block autonomous vehicle regulation. San Francisco and Los Angeles are fighting the expansion of robotaxi operations. Thee Los Angeles Department of Transportation and …

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Tesla Dojo Supercomputers Will Provide 100 Exaflops in 2024

Tesla is starting production of the Dojo AI training Supercomputer next month. Tesla will have 13 Exaflops of AI training by the end of 2023 and 100 Exaflops by the end of 2024. Jan 2023 3 Exaflops of AI compute, 10,000 Nvidia A100 June 2023 5.5 Exaflops, 17,000 Nvidia A100 Oct 2023 13 Exaflops, 40,000 …

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