15:05 He's talking about scaling "laws" not "loss". These are often used by scientists to relate the manner in which one quantity grows as another changes. The simplest scaling law might be that the volume of a sphere grows as the cube of its radius. Here, they are talking about how FSD improves with compute time and dataset size.
The 12.3 update was the most notable shift in FSD since I've owned my car. Where I used to be on edge when the car was driving before because it would randomly do weird shit sometimes, it's been pretty flawless so far and I've tested it in rush hour traffic in Denver. This makes a huge difference in the utility because now I feel like like I can relax and let the car do its thing. Really excited to get 12.4 and 12.5
The #1 reason I been paying attention to FSD is because I think robotaxis will be a great solution for people with disabilities. I don’t know how long I have until my disability prevents me from driving but I hope robotaxis will allow to still be independent and travel around town. I’m sure there are others that would like a robotaxi to have some freedom.
Uber exists today. Imagine being disabled and your robotaxi makes a mistake... like driving into a river.... Or just getting into an accident where the battery is punctured and ignites. Huge gap between "Supervised FSD" and actual "FSD".
I have 12.3. It is a whole nother level. We use it 95% of the time. No exaggeration. The only time i have to take over is at the destination. Thanks Elon Bob
The GPS needs to be more precise. Also sometimes it goes to the address of a location not the parking lot...that was my experience doing the demo. But it was good enough that I am probably getting a tesla JUST for FSD.
Telsa should have a discount for FSD for Tesla using an owner's car for compute, as it would be costing the owner electricity. Would be a good incentive.
I can't deny that each version is a step forward, and when I compare to where we were in the very early limited beta when I got in, it is almost jaw dropping. That said, I really feel like each version is two steps forward, maybe even two leaps forward, but with a step back. Ever since v12 came out for example, speed control has been atrocious. Lane selection is a lot better, but I frequently find ego being stupid about how it changes lanes and sometimes it just leaves me sitting across two lanes! I'm also still really concerned that they are overfitting to certain areas. I often see videos like these here and others on YT where it does amazingly well, then I go out in my local area and rarely can I go even one drive without having to intervene or disengage. It STILL can't handle roundabouts properly. I swear whoever trained it is one of the 80% of Americans that does not know how to legally drive a two-lane roundabout in the US? (Hint it is NOT the same as most other countries) and v12 refuses to properly slow down when the speed limit drops, unlike previous versions. Also still doesn't recognize school zones which seems like a huge omission for a version that is being pushed more to the public with the free trial and reduced monthly cost. I live in a community with a lot of Teslas - 6 just on my block! - and I've had more than one neighbor tell me how they had to take over in the school zone and they weren't expecting that. Me personally, I just hate how it handles intersections. I get that its better to start cautious, but really it is so careful and so slow in intersections that it drives me and passengers nuts. I frequently get honked at for being so slow. Overall I feel Tesla has a rather solid base and needs to spend some time focusing on important problem areas. Things that are causing disengagements, like speed control, lane drifting (yes that's back) lane straddling, and driving situations like round abouts that it can't handle properly should be the focus.
please cut together a video where you are following a Waymo for miles. The critics are always comparing Tesla to other AVs and saying lidar, radar, etc. A "side by side" would showcase it's not necessary.
@@hankkingsley9183 I was literally in the 1st wave for FSD and was a beta test member for Waymo. I’ve seen them both improve. Given the same geofence constraints, Teslas just can’t comprehend certain signs or lane types. It also drives like a grandpa on the most aggressive setting. It also makes stupid lane change decisions. Obviously these will all improve over time. Waymo driving is basically superhuman compared to the “human-like” Tesla driving. Tesla also suffers with any ounce of rain.
Ehh, I feel like unless more than half the driving population is autonomous it will still be just as dangerous... And honestly I do NOT want to live in an I, Robot esque future where I cannot drive my own vehicle.
@@Plague_Rat778the data that shows it’s less dangerous is based on real world data, which is going to be situations where autonomous cars are interacting with human drivers the vast majority of the time. So it’s less dangerous already in the context you mentioned.
A car company which is behind and loosing market share today, should licence fsd, and regain interest. Maybe Honda, or Toyota, or a smaller one, like Mazda.
Great video. Just a tip related to your comment on effort editing this video. There are now AI driven software that cuts silence, uhm and ahs, and automatically produces text. I use Descript. It would save you lots of manual work.
lol @ elevator example 8:10 "shear somebody in half between floors" very macabre but accurate. BTW: do NOT search for "elevator accidents" nor "escalator accidents" or you'll find yourself walking up and down 8 flights of stairs without reservation
Would that apply to sliding or self opening doors?? What are we going to do when we get the wrong connection, when we have Neuralink in out brains, connecting us to the Supercomputer Hive, and we get routed to the wrong person.... ooopsi... LOL
No, it's not accurate. People sheared in halves because of tired elevator operators was never a thing and especially not the reason we don't have operator supervised elevators today.
Just bought model Y , Using FSD as much as I can , the Tesla map got the speed limit wrong in so many places , also while making wide turns it crossing the yellow marks . It still struggling in Unmarked surfaces.
Yeah I’ve got a coffee bet with Yaman that by the end of the year we’ll hear the early steps of Ford Licensing FSD haha. I share your excitement. I’ve officially crossed over 100 actual customer rides on v12.3.4 and it’s at 85% success currently.
I’ve only ever experienced FSD during this free month. I’m optimistic it will get better but I wouldn’t think of paying for it until it does. I didn’t realize how much I subconsciously avoid potholes, manhole covers, etc. until my car was hitting them constantly. Also there needs to be a way to just completely switch off lane changes that aren’t needed for navigation. I really got sick of trying to figure out why my car was actively trying to get in the wrong lane when nearing a turn. Also if I have it in “chill”, that means I don’t want it tailgating the car in front of me(something that would reduce my driver score if I was driving). I’m sure there are plenty of other nitpicky things i’m already forgetting but I wasn’t as impressed using it as I was watching your videos.
Already fsd is awesome. It can do 95+% of my drive without any issue anywhere. It’s even caught some turns that I thought were wrong until I passed it. I just wish they would reduce the nag already. It’s good enough and has a camera watching the driver, it doesn’t need me to put pressure on the wheel every 20 seconds.
@@hankkingsley9183 I mean ideally ya'll would fix your public transport network, shared steel on steel beats even EVs by a landslide, but I suppose that's not the American way so high tech it is.
V12.3.4 - Big improvement. Three takeaways I noticed in City driving: 1). Accelerates a bit too fast from a Stop sign/light unnecessarily. This eats up battery faster. 2). FSD uses Brakes more than Regen. I know to let regen do its thing where FSD waits too long to start braking so uses brakes to stop. 3). Is not pothole or manhole aware, some are quite deep and FSD just runs right over them. Not great on suspension or alignment.
Apart from obvious differences between countries, such as road signs, left or right hand driving, roundabouts, there are also almost unwritten rules. For example in the UK we 'create' extra lanes even in small roads to let emergency vehicles through or flash our lights to tell others we are giving way to them. So will FSD have to be trained separately for each country to pick up on these? If travelling from the UK to the continent will FSD drive like a Brit, then switch to driving like a Frenchman or an Italian within those countries?
For robo taxis, hygiene is a concern for me. Should add digital noses to detect funky smells. They should also add weight scales, to make sure that the car weighs the same as it did before the previous passenger wrote it as it does when I pick up my robo taxi.
Easy to install internal detection cameras, and post ride smell rating. The car will be autosent to be cleaned if detected to be dirty. The big concern is privacy, or complete lack of privacy rather hahaha
@@imthinkingthoughts yeah I privacy I would probably be okay getting up if it were a taxi A amount of fartiness indicator would be nice though when choosing an unoccupied taxi. Looking forward to our future of choosing how much fart I'm willing to suffer for what surge price. 🙂
Just imagine if Tesla were to add Robotaxi to their existing app on Aug. 8th to give Uber a run for their money! With Tesla Insurance and a ride share function added, it would allow any Tesla owner to participate in the Robotaxi adventure! How is that for a new advertising plan? Just like the Uber phone app, people would add the Tesla app to their phone which would absolutely raise the user's awareness of the Tesla brand. That would actually be the Final Piece to the Robotaxi Puzzle!
Yeah, there aren't many pedestrians, or road signs, or other drivers, or things to crash into in the air, are there? Autopilot goes in one direction, at a set speed and altitude, in empty space, this is not even remotely the same.
As far as taxi service goes I wonder if say you are out with friends and they decided to go somewhere and you're not up to it can you summon your car from home and have it pick you up?
@@hankkingsley9183 Yeah, it was really miserable for humans when the agrarian revolution meant that instead of most humans having to toil on the land all year round just to feed themselves and their families, we now have less than 1% of the population involved in food production. And of course the industrial revolution with the advent of steam power, trains, electricity, modern sanitation and automobiles made life so much more miserable!!? I don't think so.
@@furryrug5998 If eyes work cameras should be able to. And it seems VERY likely that the cameras are going to be as capable as eyes. But even if Waymo always stayed a step ahead on its very specific set of roads, it can’t be scaled. Like literally cannot. It costs ungodly amounts money for them to add a few extra miles of roads in a new city. Their maps are incredibly intensive to create, costly to store, and high maintenance to keep up to date with their ultra-precision. If Waymo auto-drive dev staff took a couple months off, their cars would stop working on the very small set of roads it work on now. It is a very, very brittle system that requires constant upkeep. FSD is the opposite approach. A completely generalized approach, not just in location, but across different changing scenarios. If Tesla FSD dev staff took a year or two off every Tesla would keep working just as well. Basically forever. That’s what’s not scalable. The more cities Waymo adds, the more it costs them. It’s the opposite for Tesla. All that said, Waymo’s approach might be the best bet in a downtown core. Certainly it is now (for the ultra small set of towns). But will it be the best approach in a year? Two? I’m not betting it will be. We haven’t seen anything close to the technical limits of the FSD hardware, or the Neural Net tech stack. And seeing how massively v12 improved things (which was basically v1 of a MAJOR part of FSD, the one responsible for all the improvement over v11), I’m more optimistic than ever about its capability limits. I still don’t think people are going to want to clean up after strangers using their cars as robotaxis. Uber drivers spend a ton of time dealing with the effects of people who are sitting two feet from the driver. I can’t imagine how awful people will be when there’s nobody there.
Bad weather is a relevant factor. I think Teslas goal is to improve bad weather performance to a similar level as what humans are able to achieve. (Superhuman driving in zero visibility…would be a different level for sure). But one step at a time. Akin to how humans function-later after learning the basic task you can layer on extra sensors. Like a soldier putting on night vision or infrared scopes.
Or just like pilots are able to fly when not able to see using instrument landing system (ILS and related tech). But when a pilot just starts flying they don’t do an ILS landing first….that is a select group who are trained to do that. But benefits us all. Tesla can layer on that type of functioning once we learn the basics. Just like any other learning task.
Could you please send me the script of the conference or put it in the description please🙏🏻. I'm doing a university project about Tesla and its revenues. I will also analyse the future of Tesla (as it is the main factor for future revenues) and it would help a lot. Thank you🙏🏻
The distributed compute thing is kinda strange. If you buy a computer, the OEM doesn't get to run a workload on your machine. I get the business evaluation of it, but if I had a Tesla I would not want my car doing anything when not in use. Maybe if it was converted into some sort of energy credits for their chargers, or some other form of equal exchange.
Why wouldn't you want your car doing anything when not in use? It's a waste of capital investment. That's why airlines try to maximise the number of hours their planes are flying, because they are expensive pieces of kit that shouldn't be sitting idle. And yes, you would get paid for allowing your car to bee used for compute, otherwise there is no incentive for the consumer. I think Elon understands incentives.
@@gdok6088 They made no mention of that in the call, so wasn't sure about whether there was an incentive program. Obviously no one would want a company they bought a product from using their electricity if they weren't getting >= amount of the expenses returned.
In future, could you please post the FSD version in your Shorts, because I have to look at how old the comments are to make a judgement in how old the upload is.
I wouldn't be surprised if they were in talks with Daimler. It seems Daimler has pretty much halted their self-driving development after they made something that was licensed to drive you through a traffic jam at up to 60 km/h but only in daylight and good weather (but true level 3 - you were allowed to play on your phone while the car was driving). Except for the licensing, that's something Autopilot could do 5 years ago!
When I heard Elon say "half the accident rate" during the call ... that led me to believe that they have the numbers now to potentially show regulators on 8/8 that FSD is statistically 2x safer than human drivers on a statistical basis. If they can collect several billion more miles between now and August and/or get that number even higher - it's very compelling to go to a state or city (my guess is the first will be Austin, TX) and ask for L3 robotaxi approvals.
You’ve cherry picked the important parts of the that podcast perfectly for me. 35,000 H100s…. And climbing rapidly, Wowzer… AWS, autonomy that can easily scale to any first world environment, and licensing fixes the monopoly issue. That’s one very different ‘Car manufacturer’, and deserves to be treated as a tech / AI company / computer services co. Bravo Tesla
As a computer scientist I don’t think they’ll solve autonomy in the foreseeable future. You need AGI for that and that in itself is very far away from even being conceptualized.
Giving everyone a free month of FSD was smart. Tesla should implement that free month trial every time they are gonna need more miles on FSD. Lot of miles, lot of data!
Why would I want Tesla to use my car's computer for distributed compute? Tesla get free compute, but what do I get besides a higher electric bill and more battery degradation?
Well they would “monetize” so they would pay you..if you choose to join the distributed compute program. If they do it by offering an equivalent level of free supercharging….you could see how they could easily implement this.
@@niglub1 Here's how I predict it will go: You allow them to use your CPU and they don't charge you a higher rate for stuff like FSD, cellular network, back seat heater subscription, etc.
@@GerardPinzone Lagard's will insist on having a bum scratcher incorporated. Especially with kids; daddy I'm too cold - no problem; daddy I'm too hot - no problem. When my kid said to me, daddy I've got an itchy bottom I couldn't find a button for that!
Many thanks for this huge work ! You know, a few month ago I was very positive about FSD for EU market because regulatories were on the way but a recent bad news was giving me more negative feeling: Tesla should not answer to some requested EU rules ... I hope that it will go because it's currently so frustrating to have bought FSD a year ago without the paid service. So the car cannot be sell at the right price and I think that the law should allow reimbursment because service is not there anymore. I know it's not Tesla fault but Tesla sell something that does not exists.
I do agree that they should use idle compute time in cars and offer it as a service, BUT if they do then like Robotaxis, the owner should have the ability to add or remove the vehicle from the system and get paid for those times.
I love how people cite that Mercedes has level 3 driving except it only works on very VERY few Mercedes approved roads and some highways in like 2 states…
Funny how Elon says, “Understand it shouldn’t hit things no matter where the car is…” YEAHHH SUREEE, what about all the FSD12 Wheels that have been curbed??? What about that ELAN???
If Tesla signed an agreement with OEMs today it would most likely be more than 3 years unless they really pushed hard and fast. Most auto companies are working on like 5-10 year timelines with this kind of tech. Even the basic things is 3-5 years and that's for stuff that is humdrum run of the mill.
I just wonder how they navigate the charging aspect of this. Obviously if someone is wanting to rent out there car but they’re away, or they’re at work, keeping the car charged is going to be an issue and I doubt Tesla would pin that on the user of the service. They may need a service attendant at supercharging stations just plugging in the cars and unplugging them lol.
I don't know why but i think Jaguar makes a good chance of being the brand that is in talks about FSD. Why? Because at this point the brand is in big trouble but... they will launch their electric exclusive (high end) line up next year. If (notice: IF) they want to make a shot in surviving as a (luxury) brand, it would be wise to take a big leap forward and not just presenting electric cars, but full self driving electric cars... And as stated: nobody really knows what their are brewing....
I’d be curious and cautious on the distributed computing will come to be. Is it going to be in the fine print of FSD? Will it be an opt in with payout you receive from Tesla? Only time will tell I suppose. I sure wouldn’t want to drain an extra 2% per hour for Tesla gain but would be happier with an extra $20/day after electric costs.
Problem with Tesla’s thesis: It’s also obvious to everyone who’s tried v12 that the camera placement, camera quality and weather conditions will stop the dream from becoming reality anytime soon. It’s frustrating that Elon/Tesla seem to keep their head in the sand rather than fix the obvious shortcomings. I think they could be the ones to dominate but they refuse to admit the emperor has no clothes
So you mean that several cameras (with different possible UV filters) that are constantly analyzed in parallel have less insight than a person who can only observe one direction at a time?
You say that they'll reach 2 billion in a few months, but I think you seem to have forgotten that they gave a huge majority of Tesla owners free FSD for 1 month which expires around May 1st. That rate will drop off quite a bit.
@aidrivr lives in the Bay Area (CA), but other teslas will be driving in Pittsburgh. Lots of autonomous vehicle research there, as you probably know, thanks to CMU.
AI DRIVR, these captions are very, very bad. Please use text captions so you can fix them later. If you insist on burning the captions into the video that will be impossible to fix after the fact, at least spend the time to read them back and make sure they make sense before you render.
When are they going to solve the night driving issue? FSD refuses to activate at night outside of a city because it's too dark and the cameras think they're blocked. Has been a problem for years and just like the auto wipers, I doubt they have a software based solution for existing cars...
Who the hell would want their car sat in the driveway number crunching, using up the battery and reducing the range? Few people can leave their cars plugged into a charger all day every day when not in use and there was no mention if you're even compensated for it - it would have to compensate you. I've also asked quite a few people, EV drivers included, whether they'd be happy having their car drive away and do full-on taxi duty, then return when needed - NONE of them wanted that. Think about potential damage to your car, rapidly becoming extremely dirty. What about if you needed the car for an emergency and it's the other side of the city. Boy Elon really does think outside the box, but with very little mindfulness towards real-world consequences!
"Think of Tesla like an AI and Robotics company" this is exactly the reason I have bought and held $TSLA and do not sweat the dips at all. I think that in 5 years or even maybe 5 months that'll be a blip on the growth curve.
15:05 He's talking about scaling "laws" not "loss". These are often used by scientists to relate the manner in which one quantity grows as another changes. The simplest scaling law might be that the volume of a sphere grows as the cube of its radius. Here, they are talking about how FSD improves with compute time and dataset size.
The 12.3 update was the most notable shift in FSD since I've owned my car. Where I used to be on edge when the car was driving before because it would randomly do weird shit sometimes, it's been pretty flawless so far and I've tested it in rush hour traffic in Denver. This makes a huge difference in the utility because now I feel like like I can relax and let the car do its thing. Really excited to get 12.4 and 12.5
Seeing AI driver for the first time is like seeing Darth Vader with the helmet off...
Just more pretty
😂
The #1 reason I been paying attention to FSD is because I think robotaxis will be a great solution for people with disabilities. I don’t know how long I have until my disability prevents me from driving but I hope robotaxis will allow to still be independent and travel around town. I’m sure there are others that would like a robotaxi to have some freedom.
Do you know how many breadwinners die everyday on the road all over the world ?
Yeah, it is a scary number, if FSD can stop even half of those deaths … 🤔
@@sudeeptaghosh Your point?
@@sudeeptaghosha lot less than the number of breadwinners who will lose their livelihoods if Robotaxis become real.
Uber exists today.
Imagine being disabled and your robotaxi makes a mistake... like driving into a river.... Or just getting into an accident where the battery is punctured and ignites.
Huge gap between "Supervised FSD" and actual "FSD".
I have 12.3. It is a whole nother level. We use it 95% of the time. No exaggeration. The only time i have to take over is at the destination.
Thanks Elon
Bob
The GPS needs to be more precise. Also sometimes it goes to the address of a location not the parking lot...that was my experience doing the demo. But it was good enough that I am probably getting a tesla JUST for FSD.
I can imagine the time when you take your Tesla to the service center they saw off your steering wheel and put a cap on the end😂
and they take comically oversized scissors to your driver's license
How about when the system sees you have outstanding parking tickets or a warrant, locks the doors and drives you to the police station?
What about the scene in I, Robot where Will Smif don't trust no AI and takes manual control?
@@hankkingsley9183 Maybe don't have outstanding parking tickets?
And why would you be driving your tesla to a service station at that point?
Telsa should have a discount for FSD for Tesla using an owner's car for compute, as it would be costing the owner electricity. Would be a good incentive.
there are some moments in the subtitles you've added where you've written "scaling loss" when the speaker is actually referring to "scaling laws".
oops
hello Flee
@@pixlshock 0_0 hello
I can't deny that each version is a step forward, and when I compare to where we were in the very early limited beta when I got in, it is almost jaw dropping.
That said, I really feel like each version is two steps forward, maybe even two leaps forward, but with a step back. Ever since v12 came out for example, speed control has been atrocious. Lane selection is a lot better, but I frequently find ego being stupid about how it changes lanes and sometimes it just leaves me sitting across two lanes!
I'm also still really concerned that they are overfitting to certain areas. I often see videos like these here and others on YT where it does amazingly well, then I go out in my local area and rarely can I go even one drive without having to intervene or disengage. It STILL can't handle roundabouts properly. I swear whoever trained it is one of the 80% of Americans that does not know how to legally drive a two-lane roundabout in the US? (Hint it is NOT the same as most other countries) and v12 refuses to properly slow down when the speed limit drops, unlike previous versions. Also still doesn't recognize school zones which seems like a huge omission for a version that is being pushed more to the public with the free trial and reduced monthly cost. I live in a community with a lot of Teslas - 6 just on my block! - and I've had more than one neighbor tell me how they had to take over in the school zone and they weren't expecting that.
Me personally, I just hate how it handles intersections. I get that its better to start cautious, but really it is so careful and so slow in intersections that it drives me and passengers nuts. I frequently get honked at for being so slow.
Overall I feel Tesla has a rather solid base and needs to spend some time focusing on important problem areas. Things that are causing disengagements, like speed control, lane drifting (yes that's back) lane straddling, and driving situations like round abouts that it can't handle properly should be the focus.
At 8:04, is the car reacting to the man and the dog? That looks like great foresight and awareness.
please cut together a video where you are following a Waymo for miles. The critics are always comparing Tesla to other AVs and saying lidar, radar, etc. A "side by side" would showcase it's not necessary.
the "stalking" mode is in the next update
Honestly they’re basically the same. Waymo has an advantage due to HD maps so it can do more aggressive movements.
@@calofc01s Yes but now take that Waymo car and drop it somewhere it doesn't have a map for, and see how well it does compared to a Tesla.
What is this? 👀
The Cold War? 🤨
🤡
@@hankkingsley9183 I was literally in the 1st wave for FSD and was a beta test member for Waymo. I’ve seen them both improve. Given the same geofence constraints, Teslas just can’t comprehend certain signs or lane types. It also drives like a grandpa on the most aggressive setting. It also makes stupid lane change decisions. Obviously these will all improve over time. Waymo driving is basically superhuman compared to the “human-like” Tesla driving. Tesla also suffers with any ounce of rain.
And less people will die!
Ehh, I feel like unless more than half the driving population is autonomous it will still be just as dangerous... And honestly I do NOT want to live in an I, Robot esque future where I cannot drive my own vehicle.
@@Plague_Rat778the data that shows it’s less dangerous is based on real world data, which is going to be situations where autonomous cars are interacting with human drivers the vast majority of the time. So it’s less dangerous already in the context you mentioned.
Fewer
That is one drawback of the system being a lot safer than humans, indeed.
@@hankkingsley9183woah so edgy bro
Ashok said “conversations we have had with OEM’s” as in plural OEM’s…wow
A car company which is behind and loosing market share today, should licence fsd, and regain interest. Maybe Honda, or Toyota, or a smaller one, like Mazda.
Thank you. Your vid was the first time I was introduced to v12.
THIS WAS EXCELLENT - great work thank you . I have sent it to 3 doubter friends and they ALL get it now .
Great video. Just a tip related to your comment on effort editing this video. There are now AI driven software that cuts silence, uhm and ahs, and automatically produces text. I use Descript. It would save you lots of manual work.
lol @ elevator example 8:10 "shear somebody in half between floors" very macabre but accurate. BTW: do NOT search for "elevator accidents" nor "escalator accidents" or you'll find yourself walking up and down 8 flights of stairs without reservation
Would that apply to sliding or self opening doors??
What are we going to do when we get the wrong connection, when we have Neuralink in out brains, connecting us to the Supercomputer Hive, and we get routed to the wrong person.... ooopsi... LOL
No, it's not accurate. People sheared in halves because of tired elevator operators was never a thing and especially not the reason we don't have operator supervised elevators today.
Just bought model Y ,
Using FSD as much as I can , the Tesla map got the speed limit wrong in so many places , also while making wide turns it crossing the yellow marks . It still struggling in Unmarked surfaces.
Yeah I’ve got a coffee bet with Yaman that by the end of the year we’ll hear the early steps of Ford Licensing FSD haha.
I share your excitement. I’ve officially crossed over 100 actual customer rides on v12.3.4 and it’s at 85% success currently.
Nitpick, at 0:26, Tesla have already shared screen mockups for a ride share app during Autonomy Day, and they looked different from this one.
Fantastic work !!! I could not understand some words back in the life meeting so thanks for subbing it all.
"didnt release something that didnt look like the prototype"
cybertruck tent:
I like the way you talk. Your voice has a nice melody to it. It's like rhythmical and you hit the notes perfectly.
Bro? Wtf
"hardware 5 should be in cars by the end of next year" if I had a Tesla for every time Elon said "by the end of next year" ... 10:38
Yeah and when it's in the car, you need to wait 2 years for them to gather enough data to retrain the system for HW5 or HW4.
Thank you for doing this! Love the subtitles
I’ve only ever experienced FSD during this free month. I’m optimistic it will get better but I wouldn’t think of paying for it until it does. I didn’t realize how much I subconsciously avoid potholes, manhole covers, etc. until my car was hitting them constantly. Also there needs to be a way to just completely switch off lane changes that aren’t needed for navigation. I really got sick of trying to figure out why my car was actively trying to get in the wrong lane when nearing a turn. Also if I have it in “chill”, that means I don’t want it tailgating the car in front of me(something that would reduce my driver score if I was driving). I’m sure there are plenty of other nitpicky things i’m already forgetting but I wasn’t as impressed using it as I was watching your videos.
Great interview, the idea of adding my Model S to the fleet when I want like an AirBnB?!?! I was not expecting that...its genius!
Already fsd is awesome. It can do 95+% of my drive without any issue anywhere. It’s even caught some turns that I thought were wrong until I passed it. I just wish they would reduce the nag already. It’s good enough and has a camera watching the driver, it doesn’t need me to put pressure on the wheel every 20 seconds.
So excited about FSD. I have been on FSD since 2021. Recent V12 is so awesome and to think it’s only going to get better. 🎉
Yeah I can't wait to relinquish control of my life and personal autonomy to the robots, sounds awesome
@@hankkingsley9183 You would have got along great with the original Luddites.
@@hankkingsley9183 I mean ideally ya'll would fix your public transport network, shared steel on steel beats even EVs by a landslide, but I suppose that's not the American way so high tech it is.
It's a beautiful FSD interface.
16:58 it's cathy wood and not kathy wood. just btw.
thank you for this video. love ur content
Thanks for the correction!
V12.3.4 - Big improvement. Three takeaways I noticed in City driving:
1). Accelerates a bit too fast from a Stop sign/light unnecessarily. This eats up battery faster.
2). FSD uses Brakes more than Regen. I know to let regen do its thing where FSD waits too long to start braking so uses brakes to stop.
3). Is not pothole or manhole aware, some are quite deep and FSD just runs right over them. Not great on suspension or alignment.
Tesla is killing it! Great job, team :)
Apart from obvious differences between countries, such as road signs, left or right hand driving, roundabouts, there are also almost unwritten rules. For example in the UK we 'create' extra lanes even in small roads to let emergency vehicles through or flash our lights to tell others we are giving way to them. So will FSD have to be trained separately for each country to pick up on these? If travelling from the UK to the continent will FSD drive like a Brit, then switch to driving like a Frenchman or an Italian within those countries?
I’m stoked for the future of autonomy
Great summary and love your content and take on FSD. Thanks for sharing this discussion from earnings call!
For robo taxis, hygiene is a concern for me.
Should add digital noses to detect funky smells. They should also add weight scales, to make sure that the car weighs the same as it did before the previous passenger wrote it as it does when I pick up my robo taxi.
Easy to install internal detection cameras, and post ride smell rating. The car will be autosent to be cleaned if detected to be dirty. The big concern is privacy, or complete lack of privacy rather hahaha
@@imthinkingthoughts yeah I privacy I would probably be okay getting up if it were a taxi
A amount of fartiness indicator would be nice though when choosing an unoccupied taxi.
Looking forward to our future of choosing how much fart I'm willing to suffer for what surge price. 🙂
love the hard work man, this video is well edited!
Nice! Thank you for this video!
2:00 I can't tell scale? is that the size of a candy bar, or a football stadium?
Same i want to know. Need a banana for reference
@@imthinkingthoughts I googled it, each segment is the size of a house closet, so we looking at like 9 closets side by side
@@Beakerzor awesome thanks for this. in the middle between a candy bar and a football stadium hahaha
Do you think v13 will be e2e for highway too or it could be in v12.x ?
Thank you for putting this together, listened in real time but worth review.
It’s happening!
Fantastic! We are living in a exciting times.
Just imagine if Tesla were to add Robotaxi to their existing app on Aug. 8th to give Uber a run for their money! With Tesla Insurance and a ride share function added, it would allow any Tesla owner to participate in the Robotaxi adventure! How is that for a new advertising plan? Just like the Uber phone app, people would add the Tesla app to their phone which would absolutely raise the user's awareness of the Tesla brand. That would actually be the Final Piece to the Robotaxi Puzzle!
Dude,
Love your videos. Keep them coming...❤❤❤
This paradigm is already in use millions of hours per day: Commercial aviation is Supervised FSD with pilots acting as the supervisors.
Yeah, there aren't many pedestrians, or road signs, or other drivers, or things to crash into in the air, are there? Autopilot goes in one direction, at a set speed and altitude, in empty space, this is not even remotely the same.
Will the Robo-Taxi have a panic button for passengers when FSD gets itself into a jam?
Yes
It's amazing to watch your AIDRVR FSD footage while listening to Elon and the team discussing developments 🤩
As far as taxi service goes I wonder if say you are out with friends and they decided to go somewhere and you're not up to it can you summon your car from home and have it pick you up?
Yeah you could!
I’m excited that they’re no longer compute constrained
10's of millions of robotaxi's are going to need automated human-less charging
future is very exciting
For whom? It actually may be quite miserable for human beings if the advent of AGI happens
@@hankkingsley9183why is that relevant to FSD? FSD seems an overwhelmingly positive product of AI.
@@hankkingsley9183 Yeah, it was really miserable for humans when the agrarian revolution meant that instead of most humans having to toil on the land all year round just to feed themselves and their families, we now have less than 1% of the population involved in food production. And of course the industrial revolution with the advent of steam power, trains, electricity, modern sanitation and automobiles made life so much more miserable!!? I don't think so.
If you've ever tried a Waymo they work quite well. Tesla will get there - its only a matter of time.
The point is that Tesla can get there, and to the 99.999% of roads Waymo can never be scaled to do.
@@CraigTemple what about disengagement in bad weather etc?
Waymo has redundancy via different sensor arrays
@@furryrug5998 If eyes work cameras should be able to. And it seems VERY likely that the cameras are going to be as capable as eyes.
But even if Waymo always stayed a step ahead on its very specific set of roads, it can’t be scaled. Like literally cannot. It costs ungodly amounts money for them to add a few extra miles of roads in a new city. Their maps are incredibly intensive to create, costly to store, and high maintenance to keep up to date with their ultra-precision.
If Waymo auto-drive dev staff took a couple months off, their cars would stop working on the very small set of roads it work on now. It is a very, very brittle system that requires constant upkeep.
FSD is the opposite approach. A completely generalized approach, not just in location, but across different changing scenarios.
If Tesla FSD dev staff took a year or two off every Tesla would keep working just as well. Basically forever.
That’s what’s not scalable. The more cities Waymo adds, the more it costs them. It’s the opposite for Tesla.
All that said, Waymo’s approach might be the best bet in a downtown core. Certainly it is now (for the ultra small set of towns).
But will it be the best approach in a year? Two?
I’m not betting it will be.
We haven’t seen anything close to the technical limits of the FSD hardware, or the Neural Net tech stack. And seeing how massively v12 improved things (which was basically v1 of a MAJOR part of FSD, the one responsible for all the improvement over v11), I’m more optimistic than ever about its capability limits.
I still don’t think people are going to want to clean up after strangers using their cars as robotaxis. Uber drivers spend a ton of time dealing with the effects of people who are sitting two feet from the driver. I can’t imagine how awful people will be when there’s nobody there.
Bad weather is a relevant factor. I think Teslas goal is to improve bad weather performance to a similar level as what humans are able to achieve. (Superhuman driving in zero visibility…would be a different level for sure). But one step at a time. Akin to how humans function-later after learning the basic task you can layer on extra sensors. Like a soldier putting on night vision or infrared scopes.
Or just like pilots are able to fly when not able to see using instrument landing system (ILS and related tech). But when a pilot just starts flying they don’t do an ILS landing first….that is a select group who are trained to do that. But benefits us all. Tesla can layer on that type of functioning once we learn the basics. Just like any other learning task.
Could you please send me the script of the conference or put it in the description please🙏🏻. I'm doing a university project about Tesla and its revenues. I will also analyse the future of Tesla (as it is the main factor for future revenues) and it would help a lot. Thank you🙏🏻
Thx for the video after it I bought 15x Tesla stock 😅
It's only going to get better and it's already bloody great
The distributed compute thing is kinda strange. If you buy a computer, the OEM doesn't get to run a workload on your machine. I get the business evaluation of it, but if I had a Tesla I would not want my car doing anything when not in use. Maybe if it was converted into some sort of energy credits for their chargers, or some other form of equal exchange.
Why wouldn't you want your car doing anything when not in use? It's a waste of capital investment. That's why airlines try to maximise the number of hours their planes are flying, because they are expensive pieces of kit that shouldn't be sitting idle. And yes, you would get paid for allowing your car to bee used for compute, otherwise there is no incentive for the consumer. I think Elon understands incentives.
@@gdok6088 They made no mention of that in the call, so wasn't sure about whether there was an incentive program. Obviously no one would want a company they bought a product from using their electricity if they weren't getting >= amount of the expenses returned.
I like the idea of it and hopefully it will be an opt-in setting
Thanks for the videos I appreciate the editing work!
Needs more training on the roads in Napa and Yountville California, but still very impressive.
In future, could you please post the FSD version in your Shorts, because I have to look at how old the comments are to make a judgement in how old the upload is.
Subtitles are awesome!
Thanks for this. You make the best of the best videos about Tesla. Thank you!
I wouldn't be surprised if they were in talks with Daimler. It seems Daimler has pretty much halted their self-driving development after they made something that was licensed to drive you through a traffic jam at up to 60 km/h but only in daylight and good weather (but true level 3 - you were allowed to play on your phone while the car was driving). Except for the licensing, that's something Autopilot could do 5 years ago!
Did you notice that he gave away the battery size for the new models (50-60 kilowatt hours of compute) at the 28:41 mark of the video
When I heard Elon say "half the accident rate" during the call ... that led me to believe that they have the numbers now to potentially show regulators on 8/8 that FSD is statistically 2x safer than human drivers on a statistical basis. If they can collect several billion more miles between now and August and/or get that number even higher - it's very compelling to go to a state or city (my guess is the first will be Austin, TX) and ask for L3 robotaxi approvals.
thank you for the subtitles 3:45 did you use an AI tool to generate the subtitles automagically, like on Adobe Premier?
Yes, I then corrected many of them and somehow undid all my corrections and didn’t notice until after releasing and getting comments about it lol
@@AIDRIVR thank you for your hard work!
@AIDRIVR That must have been so frustrating that your corrections were lost! Nevertheless, thanks for getting this out to us!
You’ve cherry picked the important parts of the that podcast perfectly for me.
35,000 H100s…. And climbing rapidly, Wowzer… AWS, autonomy that can easily scale to any first world environment, and licensing fixes the monopoly issue.
That’s one very different ‘Car manufacturer’, and deserves to be treated as a tech / AI company / computer services co.
Bravo Tesla
they sound desperate
like we’ve all heard the “tesla isn’t a car company” speech. we get it your stock price is down
As a computer scientist I don’t think they’ll solve autonomy in the foreseeable future. You need AGI for that and that in itself is very far away from even being conceptualized.
Thank you so much! Highly appreciated
thank you for watching!
Giving everyone a free month of FSD was smart. Tesla should implement that free month trial every time they are gonna need more miles on FSD. Lot of miles, lot of data!
FSD will probably be the first big thing we see coming from AI that will change the world significantly in a meaningful way.
I would love to see a Knight Rider edition of Tesla with voice control and all in a couple of years. Would be insane and funny
Why would I want Tesla to use my car's computer for distributed compute? Tesla get free compute, but what do I get besides a higher electric bill and more battery degradation?
Well they would “monetize” so they would pay you..if you choose to join the distributed compute program. If they do it by offering an equivalent level of free supercharging….you could see how they could easily implement this.
@@niglub1 Here's how I predict it will go: You allow them to use your CPU and they don't charge you a higher rate for stuff like FSD, cellular network, back seat heater subscription, etc.
@@GerardPinzone Lagard's will insist on having a bum scratcher incorporated. Especially with kids; daddy I'm too cold - no problem; daddy I'm too hot - no problem. When my kid said to me, daddy I've got an itchy bottom I couldn't find a button for that!
Many thanks for this huge work ! You know, a few month ago I was very positive about FSD for EU market because regulatories were on the way but a recent bad news was giving me more negative feeling: Tesla should not answer to some requested EU rules ... I hope that it will go because it's currently so frustrating to have bought FSD a year ago without the paid service. So the car cannot be sell at the right price and I think that the law should allow reimbursment because service is not there anymore. I know it's not Tesla fault but Tesla sell something that does not exists.
I do agree that they should use idle compute time in cars and offer it as a service, BUT if they do then like Robotaxis, the owner should have the ability to add or remove the vehicle from the system and get paid for those times.
The „Auto“ in Automobile😏👍🏼
I love how people cite that Mercedes has level 3 driving except it only works on very VERY few Mercedes approved roads and some highways in like 2 states…
Funny how Elon says, “Understand it shouldn’t hit things no matter where the car is…” YEAHHH SUREEE, what about all the FSD12 Wheels that have been curbed??? What about that ELAN???
If Tesla signed an agreement with OEMs today it would most likely be more than 3 years unless they really pushed hard and fast. Most auto companies are working on like 5-10 year timelines with this kind of tech. Even the basic things is 3-5 years and that's for stuff that is humdrum run of the mill.
I just wonder how they navigate the charging aspect of this. Obviously if someone is wanting to rent out there car but they’re away, or they’re at work, keeping the car charged is going to be an issue and I doubt Tesla would pin that on the user of the service. They may need a service attendant at supercharging stations just plugging in the cars and unplugging them lol.
I don't know why but i think Jaguar makes a good chance of being the brand that is in talks about FSD. Why? Because at this point the brand is in big trouble but... they will launch their electric exclusive (high end) line up next year. If (notice: IF) they want to make a shot in surviving as a (luxury) brand, it would be wise to take a big leap forward and not just presenting electric cars, but full self driving electric cars... And as stated: nobody really knows what their are brewing....
I’d be curious and cautious on the distributed computing will come to be. Is it going to be in the fine print of FSD? Will it be an opt in with payout you receive from Tesla? Only time will tell I suppose. I sure wouldn’t want to drain an extra 2% per hour for Tesla gain but would be happier with an extra $20/day after electric costs.
Problem with Tesla’s thesis: It’s also obvious to everyone who’s tried v12 that the camera placement, camera quality and weather conditions will stop the dream from becoming reality anytime soon. It’s frustrating that Elon/Tesla seem to keep their head in the sand rather than fix the obvious shortcomings. I think they could be the ones to dominate but they refuse to admit the emperor has no clothes
So you mean that several cameras (with different possible UV filters) that are constantly analyzed in parallel have less insight than a person who can only observe one direction at a time?
It needs some means to clean ALL the camera lenses, as well. Getting tired of fsd beeping at me every time it rains.
Confused about the AWS part.... what inference would they be running on the idle cars? Inference for what?
Listen again. They gave examples of what.
@@michelangelobuonarroti916not helpful dude. You could have provided some examples but chose to be condescending.
Check 25:28 for more insight
Folding@home in your car
I agree, Ford is the most likely to license FSD. I think the deal will be Ford gets the insurance opportunity and the data is shared.
You say that they'll reach 2 billion in a few months, but I think you seem to have forgotten that they gave a huge majority of Tesla owners free FSD for 1 month which expires around May 1st. That rate will drop off quite a bit.
I hope that the distributed computing thing is going to be both opt outable, and compensated for (on the user's side)
Hope you can do more drives in downtown pittsburg.
@aidrivr lives in the Bay Area (CA), but other teslas will be driving in Pittsburgh. Lots of autonomous vehicle research there, as you probably know, thanks to CMU.
AI DRIVR, these captions are very, very bad. Please use text captions so you can fix them later. If you insist on burning the captions into the video that will be impossible to fix after the fact, at least spend the time to read them back and make sure they make sense before you render.
I wonder what happens if like the US government decides that Robotaxis need redundant sensors, like cameras + radar/lidar to be approved...
I really hope that the car owners will be compensated for that compute power their cars are providing for Tesla.
When are they going to solve the night driving issue? FSD refuses to activate at night outside of a city because it's too dark and the cameras think they're blocked. Has been a problem for years and just like the auto wipers, I doubt they have a software based solution for existing cars...
Incredible - thanks for this cut! Was very helpful :)
Who the hell would want their car sat in the driveway number crunching, using up the battery and reducing the range? Few people can leave their cars plugged into a charger all day every day when not in use and there was no mention if you're even compensated for it - it would have to compensate you. I've also asked quite a few people, EV drivers included, whether they'd be happy having their car drive away and do full-on taxi duty, then return when needed - NONE of them wanted that. Think about potential damage to your car, rapidly becoming extremely dirty. What about if you needed the car for an emergency and it's the other side of the city. Boy Elon really does think outside the box, but with very little mindfulness towards real-world consequences!
Part time Uber driver here and Tesla owner with fsd. Really hoping they allow human drivers first to test the system. Uber is fooked
"Think of Tesla like an AI and Robotics company" this is exactly the reason I have bought and held $TSLA and do not sweat the dips at all. I think that in 5 years or even maybe 5 months that'll be a blip on the growth curve.
@3:15 bwhaha you had better get that cold looked at lolol
If I purchase a Tesla vehicle today, can I easily swap out the compute in a couple of years or do I have to purchase a new car?