Full Self-Driving

“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.”

“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.”

“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.”

“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.”

“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.”

“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…”

“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.”