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 …
BYD sold 300,114 passenger BEVs in the first quarter of 2024, up 13.4 percent year-on-year but down 42.99 percent from the fourth quarter last year. Tesla is expected to announce 405,000 to 430,000 sales deliveries for the first quarter of 2024. Tesla was likely ahead of BED for the March, 2024 monthly sales. BYD sold …
Tesla had 17.6% gross profit margins in Q4 2023 which was about $252 million per percent of gross margin. Tesla has released FSD 12.3.3 Supervised to all North American Tesla owners. If they were buy or subscribe to Tesla FSD and we converted monthly subscriptions were equalized to a purchase (starting an average 5 year …
Longtime Tesla FSD tester, Chuck Cook, provided a video of his first drives Tesla FSD 3.3 Supervised. He had no interventions. The one drive he had would have been good enough to have been a backseat robotaxi ride. However, Chuck is not ready to sit in the back seat with Tesla FSD as he knows …
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. …
Tesla has had its third FSD update in one week. The latest update is Tesla FSD 12.3.3. The previous versions were FSD 12.3.2 and 12.3.2.1. Those were reported to be better than FSD 12.3.1. FSD 12.3.1 had crowdsourced data that it was getting 384 miles before a critical disengagement. This would be about 3 times …
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 will start its inevitable reign as the top selling electric truck in the world starting this week. Joe Tegtmeyer, Gigatexas watcher, reports that Tesla is now making 900-1000 per week. The figure of 1000 per week (aka 4100 per month) is enough to outsell both the Ford F-150 Lightning and the Rivian R1T. The …
Joe Tegtmeyer performs drone flyovers of the Tesla Gigatexas factory and he reports that Tesla Cybertruck production is nearing 900-1000 per week. This is after launching deliveries five months ago in November, 2023. Tesla will likely outproduce and outsell both the Ford F150 Lightning and the combined Rivian SUV and Rivian Truck starting in April …
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 …
Tesla released FSD 12.3 to its employees and 100,000 select drivers and yesterday announced it is going wide to all 400,000+ FSD US customers. Michael Dell, CEO of Dell, tweeted “Super-impressive, Like a human driver it is. Amazed I am ” Is it really human-like? What is the technology behind that makes it human-like. I …