Full Self Driving

“I find the Tesla software, like, quite inspiring. In particular, it has, like, the self-driving feature, and, you know, I, I've mentioned a few times, like, today, like, I think it's really interesting to think about how to build, like, mixed initiative softwa…”

“I have two Teslas and I play with a full self-driving all the time. It's entertaining, but I wouldn't trust it. Entirely, right? If you trust it, you're going to be in trouble. So it's not a hundred percent there yet.”

“I am confident that the current chips AI, AI four chips that are in the cars will achieve self-driving safety that is at least two to three times that of human and maybe even X and the software that will be released for that is, is coming out over the next few…”

“Hardware five is coming out on Tesla probably next year, which is going to make a big difference in what FSD can do.”

“The company though is still, I mean, they're just way ahead of the industry technologically. I mean, the full self-driving technology is just like, it's incredible.”

“That statement is, is almost certainly wrong given a long enough time span.”

“He can't sell full self-driving in China, and it's crushing Tesla compared to the local market, and of course he's so dependent on other things.”

“The current Tesla, like full self-driving system could easily do that. No problem. And is like, that's kind of what's, what, what's happening in the Vegas.”

“I have, but I stopped using it just because it terrified me because it doesn't know what adversarial things it doesn't know.”

“On 12.5 and 12.6, we think they get to the point where they're a hundred percent hands free. So it doesn't constantly ding you to grab the wheel and you can really start looking away from the road for longer periods of time.”

“One thing that, that I think is really different between the full self-driving data point and is that it's not built on LLMs. It's a traditional use case of AI, which allows it to I think have much more finite input, output, and that example use case is fairly…”

“It seems to me this approach has a much better chance of going all the way and of being successful and certainly of being maintainable and reasonable.”

“And these AI models that Tesla's used for FSD-II are these generic open source AI models that you can find on hugging face, you know, and they obviously customize them.”

“If you look at the unit economics of a Tesla, right? With no FSD, they're making about two and a half thousand bucks on a vehicle. If you look at it today, they have about seven percent penetration of FSD.”

“I think this is going to be a bit of a chat GPT moment for full self-driving, but what it really, it just reminded me of the magic of this moment.”

“Tesla rebuilding their models, For how they do self-driving around imitation learning and all this interesting stuff going on over there. Like, you know, I think they probably made more progress in the last 12 months than in the last seven years.”

“Full self-driving on off-road, dirt road, like small roads, nighttime fog, like all of these things like won't work for a long time”

“Tesla has been climbing the ladder on self-driving car functionality capability. They do new software releases, push live to car at night anytime they want. Those new releases are not being tested by any federal, the federal, you know, it's a, whatever it's no…”