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I'm with you on this.

Yes, Tesla's FSD sucked and they generated a lot of bad reputation, both for themselves and the industry. But FSD v12 (end-to-end ML) - their latest release, is leaps and bounds ahead of v11. I only used to use v11 on relatively empty highways, like cross-country road trips.

With v12, I leave it on 95% of the time - their cameras see more than I do, and process things quicker than I can. The onus is still on me to pay attention, and I do. Yes, there would be idiots who don't. But then again, there are idiot drunk drivers as well.

I am beginning to believe that in a year, Tesla v12 will be really really good, and safer on the road than an average human driver. It probably already is. I haven't researched the stats.

But the current state of the art is Waymo - at this point, a Waymo is actually safer than human drivers. People need to take a few rides in them to believe it - its almost a solved problem to navigate on city roads.

I excited for what the future holds.




I think this is why they are moving into robotics. They're close enough to solving autonomous driving that they've sign-posted that it's a tractable problem for everyone else. We can reasonably expect the other major manufacturers to catch up and once the technology is widespread and EVs are the norm, Tesla has much less of a competitive edge in their core market.

There will be tipping points where it's consistently better than humans so long as there's someone supervising, and then again when it's better without someone supervising. Beyond that point it's just incremental changes.




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