How big is Tesla’s FSD lead? w/ James Douma

[@maplelegacyproject741]

Really like watching James Douma on the show. Keep up the great videos Dave!

[@rajeshupadhyay5683]

Well said! I am also here to learn how to invest after listening to a lady on tv talk about the importance of investing and how she made 7 figure in 3 month, somehow the video taught me nothing and left me even more confused, I'm a newbie and I'm open to ideas on how to invest for retirement

[@lezliewhicker8450]

@@rajeshupadhyay5683 lookup Priscilla Dearmin-Turner, this is her name online, she's now the real investment prodigy since the crash and have help me recovered my loses

[@davidhudson3001]

Investment now will be wise but the truth is investing on your own will be a high risk. I think it will be best to get an expert👌

[@dr.ervingalen1777]

Thank you, Going through her profile in her webpage, she smashed all her state certificate and accreditation🙏

[@investorwest8735]

A news host spoke so highly of this💕 woman Priscilla Dearmin-Turner and her loss prevention strategies been trying to get to her ever since didn’t know she was so accessible

[@davemartin9912]

I used to live midway along the 128 stretch between Cloverdale and the coast and FSD circa mid-2021 would try to kill you dozens of times along the route, so an intervention-free drive is a *massive* accomplishment! Congratulations FSD team!

[@hugokappes4077]

That must have been exciting !!

[@mn1233]

FSD definitely has its use cases but mine isn't one of them. I'd rather buy two+ cars than an overpriced FSD model.

[@davemartin9912]

@Alex_ander 010 Because I have FSD, which was available when I bought the car in 2020. It has always been superb on the highway, but I use it pretty much anywhere I can enable it. The FSD *beta* (which I have had for only a few weeks) is next level.

[@davemartin9912]

@@mn1233 It paid for itself with the 3 cross-country trips I've taken with it so far. It's also been very useful in bumper-to-bumper traffic. I think the monthly subscription would be a good value for many who would only use it occasionally.

[@mn1233]

My Honda is pretty much FSD on highways so cross country would be an easy thing for it; I’m only required to jiggle the steering wheel to keep it going. It has a special cruise control for city driving so it can surely handle stop and go traffic although I work in the suburbs so anything more would definitely be a waste.

[@BB-xy5nd]

I love the Douma-Lee collaboration

[@TedKidd]

Jimmah rocks!

[@mhfs61]

Love, love, love James’ enthusiasm. Especially coming from him. So bummed, not having FSD in the Netherlands.

[@F15HHOOKS]

Thanks Dave & James. I always look forward to and love these interviews with James. I find that my thoughts on Tesla align with both of you in many ways. Also James's enthusiasm for technology and deep knowledge of this subject always impresses me.

[@TeslaFSDStudent]

I had experienced so many similar feelings during my FSD testing as James mentioned in this video. I'm planning soon to have a road trip about it 190 mi (300km) purely on FSD no highways whatsoever. I am very excited about it and waiting for the results.

[@bernhardkaltenboeck9894]

James’ enthusiasm is palpable 😎

[@ShinkaTV]

I think James is my favorite Dave Lee guest - and that's a deep well of awesome people.

[@DrKnowitallKnows]

Another incredible chat with James. Thanks to both of you for the outstanding information. James, congrats on your drive!

[@rowland5951]

Uncle John in the cut.

[@coreycoddington8132]

It's been a while since we've heard some wisdom from you James great to have you back!!

[@ericdelevinquiere9902]

Refreshing to have someone that actually understands what’s going on going through the FSD experience.

[@Charieldeleon]

Refreshing if it were true these two have so much money in tesla stock why on earth would they say anything bad about it?

[@ericdelevinquiere9902]

@@Charieldeleon these guys are, I am sure, are not on the delusion that they can affect the market by their statements. Probably some of the least bs people on KZbin for sure.

[@Charieldeleon]

@@ericdelevinquiere9902 everybody can affect the market especially KZbinrs, least bs you need to watch the tesla bot video lmao pure bs.

[@ericdelevinquiere9902]

@@Charieldeleon we are long past the point of humans controlling the markets, the largest movers are a logarithmic or AI run. The humans may kick the ball initially but once it’s in the air, it’s pretty much out of control!

[@Charieldeleon]

@@ericdelevinquiere9902 you make no sense my man humans still control the markets and will always control the markets come back to reality my friend. Stock market crashes are man made stock booms are man made. The more people that buy in the more your shares are worth the more people sell the less your shares are worth simple concept. I get it long intelligent words make you feel smarter than thou that’s fine it is what it is, but stock market hasn’t really changed it relies on the same principles.

[@OlMossBack]

Having lived in Cupertino and having parents living on the southern Oregon coast I have made the trip that James described dozens of times and found it easy to follow his descriptions. The turns are tight and the trees are close to the road. As FSD gets better we might take the trip again just to marvel at how good it is and…sip a few wines

[@fgabrieltomas]

Appreciate the interview and listening to James

[@r.a.monigold9789]

You two should have a FSD show together - James drives. Dave reports. Like FSDJ - Fun Stuff from Dave and James - FSDJ. Just thinking through a keyboard... No kidding - great show and I thank both of you for sharing - big WIN for everyone.

[@DominicDSouza]

So grateful to Dave and James for these sessions. Thank you so much!

[@joekkl]

Amazing interview. Thanks James and Dave!!

[@endeuinable]

It's great to hear the latest feedback about FSD progress from James. This is incredibly valuable - thanks Dave for sharing the content and for getting him back on the podcast regularly.

[@Jaesais]

Just stumbled on to you recently, I must say I love the way you break things down. Been binge listening on Spotify your podcast backlog and thoroughly keeps me smiling while I work. 😄👍🏽

[@hungryseal]

Yes he breaks things down. As we watch the Tesla stock price break down!

[@Jaesais]

@@hungryseal it’s just macroeconomic factors at the moment affecting stock price. Great dip buy opportunity imo

[@hungryseal]

@@Jaesais NOPE. Companies are taking down earnings. That's not macro. It's less profit, and Elon Musk is well aware of the issue, and that is why he is laying off employees. And that is why he is risking price increases -- to protect profits. Companies are going to be taking down estimates. Analysts are going to be taking down estimates. You can call it what you want. Stock prices are going down DOWN DOWN!!!!

[@hungryseal]

@@Jaesais Tesla is not a bargain at $700. But it may be fairly valued if they can sell about 4 million cars in 2023.

[@hungryseal]

@@Jaesais so far this week (past 2 days) i've earned Total Gain $4,047.06 trading tesla. i think mostly on the long side. but that's over. now i'm making money on the short side. people are waking up to what elon musk has been saying: recession for 12 - 18 months. raw materials prices to go up 30%. reduce staff, try not to lose money.

[@davidkendall2272]

Thanks again for having James Douma on. He is so refreshing and worthwhile to listen to. He makes me so very exciting to have TSLA stock going forward. I recently got approved for FSD beta and am looking forward to evaluating FSD in my 2022 MSLR.

[@beck99o]

I could listen to James talk about FSD/Bots for hours. Thanks for doing these.

[@alexneshmonin4743]

Thank you guys for your input on FSD - it's invaluable as always! I consider myself a very determined person, but the amount of confidence boost I get in FSD after such interview really surprises me. Thank you 👍

[@iselledesignstudio]

Thanks Dave and James for another insightful video ❤️

[@DiZhaoairj23]

wow last week I did the exact route from Bay Area to mendicino with full Fsd and felt the same way!

[@nickfosterxx]

Must be so rewarding. I just hope I can experience it someday. Prob been a hell of a ride (ha) for some of the earliest adopters.

[@DiZhaoairj23]

@@nickfosterxx it’s better than what or my wife could do that’s for sure. That’s actually what my wife told me as a passenger

[@117Warbird]

"pick up a cat, that's a robot turing test" perfect James!

[@cobrauf]

I'd love to see James debate the AI "experts", such as the ones that went on Emmet's show.

[@franklinhu7435]

were they poo pooing Tesla's FSD?

[@Sthielke]

James gets into way more depth. He seems to actually use the technology as opposed to the 2 guys on good soil, who clearly are just theorists

[@bluetoad2668]

@@Sthielke James would likely not want to bother with them, a waste of his time

[@grantguy8933]

James is the kind wise guy spend no time arguing with idiots.

[@Sthielke]

@@bluetoad2668 you’re probably right about that

[@rkaid7]

This was a good one. i could listen to james talk about tesla bot for 5x as long

[@GrantHodgsonWnNZ]

I love hearing your reasoned, mature conversations, very agreeable and insightful

[@pauravtube]

Thanks James and Dave. It would be super interesting to see James’ financial model now that he mentioned it.

[@pazznecht]

What a team. Dave and James. Super nice human beings. Greetings from the Czech Republic.

[@ken830]

James is right that we are lucky to have a situation where "one person" (Elon) was able to just make the decision to place that bet.

[@martindbp]

​@@jasonk125 He does come off a bit as wanting a particular answer. But there's no "there" to get to that is really that comparable. If the question is whether Tesla or Waymo/Cruise will get to L5 robotaxis, Waymo/Cruise already won by some definition. And with a massive effort maybe they could scale out to most major cities, but there are so many question marks: how much manual work is there in expanding to a new area? Of course the mapping process has to be highly automated, but I bet there is still a ton of manual work and QA done for each mile of road being mapped. Then what's the cost of keeping those maps updated at all times? Next problem is, can they reduce the cost and energy consumption of their hardware? The latter will be very important if they want to base it on an EV. And who's going to make their custom EVs really? It's going to take years to sort out a partnership. And if they're massively profitable would the partner accept that? Then there's the upfront cost of producing these taxis, they'd have to be pretty sure the economics work out before taking that on (or borrowing at today's higher interest rates). Due to the vertical integration and scale of EV production, large fleet and gradual upgrade of an ADAS system to L4 over many years, I predict Tesla will reap a vast majority of the profit from self-driving cars for many years to come.

[@beck99o]

@@martindbp Good points. Waymo/Cruise have the big issue of the upfront cost of their taxis + ongoing costs of maps etc. So they will have to charge a decent amount for rides to start making back that money. It could be years before they break even and then profit may not be massive for them. In the mean time, if Tesla solve consumer FSD, they could take market share of taxi rides in those cities as they would be able to charge less. Will be interesting to see how things go over next 5 years, I think we all want self driving cars to be a thing and if there are multiple options it will only be good for all of us. Competition always benefits the consumer.

[@andrewsaint6581]

@@jasonk125 but Apple are way mo' profitable than Samsung. As they say "Turnover is vanity, profit is sanity".

[@josephlemieux5909]

@@jasonk125 lighten up. James ageeed that Tesla is at least 5 years ahead of any of the competition.

[@martindbp]

@@jasonk125 XPeng, sure sounds impressive, but this is a company that has never turned a profit, makes less than 100k cars a year it seams. Seems to me they may not survive the coming crunch, so maybe putting expensive lidars in and selling for $25k is not the best idea. These lidars are also definitely not of the same quality and field of view as the kind that Waymo and Cruise has.

[@dscarty]

I’m glad James Douma had a good experience with FSD. My recent 300 mile beta trip in Florida was rough. Better than it used to be and certainly improvements on the horizon.

[@cobrauf]

The longer it takes Tesla to solve FSD, the more ahead their lead is. Sounds counterintuitive, but this is because it shows just how much more difficult the problem of AV is than any of us realize. At this point, I have 0 doubt Tesla will solve it first.

[@casvanmarcel]

Yes 100%

[@jooptablet1727]

I have 1% doubt. Always leave some wiggle room!

[@ningen7736]

It sounds counterintuitive because it is.

[@cobrauf]

@@jooptablet1727 that's reasonable 😀

[@cobrauf]

@@ningen7736 would you care to elaborate?

[@photogol]

Great interview with James as always, thanks!

[@ivanardan5879]

welcome back Dave!

[@michaeldornbrook1166]

Your conversations with James Douma are always worthwhile. I have high hopes for FSD as a Tesla owner and shareholder, but I fear it's a harder problem, and will take longer, than many expect. I drive between Boston and northern Vermont, 189 miles each way, almost every week. It's virtually all rural Interstate driving with relatively little traffic and in nearly ideal driving conditions. I tried using Autopilot during the first few weeks after I bought the car last year, but gave up on it. I just had to fight it too much (passing an 18-wheeler, for instance, where I'm trying to give it extra space by moving to the left edge of my lane, but AP insisting I stay much closer to the truck in the center of my lane, then shutting down due to my fighting it too often). I always use cruise control to avoid going too fast, but I find it very frequently does startling slowdowns for no reason. Last week it dramatically slowed from 75 - I looked at the screen and for some reason it thought the speed limit had dropped to 35 when it was actually 70. Fortunately there was no one behind me. (The speed limit was never 35 there, and I was nowhere near another road or exit. It clearly had the correct speed limit the prior dozens of times I drove that segment of Interstate highway, so I have no idea why Tesla thought it had changed.) Does anyone know how much of the tech for FSD is being incorporated in AP and cruise control? Maybe I'm being unfair when I take strange behavior like this as a sign that Tesla's software, and therefore FSD, has a long way to go.

[@randyg8929]

I drove from Muskoka to Toronto on fsd beta with no interventions. It even handled the two left turning lane at O'Connor off the DVP

[@SurfectedGermany]

Thank you very much Dave and James!! Your insights and knowledge helps so much understanding Tesla and Elon. 😁 Love the series and looking forward for the next one! Enjoy your trip and time with your family. Greetings from 🇩🇪. George

[@colmspillane5408]

Great Interview Dave, always makes me more confident in Tesla solving FSD after watching you and James. Even without FSD Tesla should reach 4-5 Trillion market cap. With FSD and robotaxis you can easily see 20-40 Trillion 😄

[@crawfordwoodman2626]

James, I think a discussion between you and Elon would be awesome!

[@jweber4811]

Yeah, it has been too long since your last appearance. Come back soon, I can never get too much of your insight. Thanks for your sharing with the Tesla community.

[@bujin5455]

Always enjoy it when JD is around!

[@kstaxman2]

How great to see another James and Dave video.. always love to see all their insight.

[@vermontsownboy6957]

Great interview. This was (and always is with Douma) an hour well spent.

[@emiliant2]

James Douma is a legend. Always so interesting to hear what he has to say

[@gobl-analienabductedbyhuma5387]

Please do a real and deep comparison with Comma and Mobileye. That would be awesome

[@mikehudson5753]

Please have more interviews with James. He's such an interesting and knowledgeable speaker

[@iandavies4853]

James: "people question stupid things"… "just pick up a cat". He's funny & adds huge value to conversation. "No board will make that decision". Consumer level FSD vs expensive Waymo for dedicated taxi fleet only. Plaintive lawyers (Dems) being obstacle to innovation via targeting the occasional error / not rewarding the many deaths avoided. That’s huge, some way explains Elon’s recent political moves. Huge thanks. PS. Please: James & Dave to chat with Elon. That’d blow minds. It worked for Everyday Astronaut.

[@johnpapiewski7022]

If they're aware of it at all, I think a lot of people still think FSD is still decades off, or maybe never. I think this will come as a shock.

[@tasd5673]

2007 iPhone it’s not a phone 🤦 now go to a carvan park and see old people they can’t get of the iPhone

[@hhal9000]

I'd love to see James's evaluation for Tesla's Stock price with FSD success and then the Bot! X 10 and then x100?

[@ruiyang7462]

At least X10

[@hhal9000]

@@ruiyang7462 Yes I agree the x10 for an FSD robotaxi service is rather conservative.

[@andrasbiro3007]

10x is just from the car business over the next 5-10 years. FSD is 100x. The robot is 1000x. And general human level AI is 10000x or more. These are just order of magnitude estimates of course. But there's an issue which breaks the math. Once the humanoid robot gets really good, it will replace most human workers, not just blue collar. Then the cost of labor in general will converge to zero. And since our current concept of money is based on labor, that will disrupt the concept of money itself. How do you value a company if there's no money anymore?

[@hhal9000]

@@andrasbiro3007 Makes sense.It's going to be a hell of a ride.

[@ruiyang7462]

@@andrasbiro3007 Amazing! Big dreams! Make it happen!

[@matthewkelly4107]

Would love to hear James take on progress in other areas of AI

[@op4394]

well, he said there are no robots out there to perform what seems easy to us, like opening a chip bag and picking one of them or grab a cat softly to your lap for a petting session

[@matthewkelly4107]

@@op4394 yes but there's other areas outside of real world object manipulation.

[@ruftime]

Thank you Guys! I love driving that road......can't wait for FSD......so my wife can blame IT, for feeling so car sick😎

[@josephlemieux5909]

Excellent interview Dave. It is so clear that Tesla is at least 5 years ahead!

[@nickfosterxx]

I keep thinking you're going to run out of tings to talk about, and yet I'm hooked all over again, so thank you both. Bipedal is going to need sophisticated reactive ankle/calf tendons imho, try balancing without using them, even on two legs let alone one, or while carrying something. Anyway, this time, was with a flight of single malts while playing Rip The Cardboard with my collie cross. Lots of rewinding... A fun evening, a good chat. Goodnight until next time! Hoping that AI Day will again be one of the seminal events of the year, can't wait.

[@richardcaulfield6930]

does amazon people mover make a sprint for the robotaxi finish line?

[@WhoAmI-yx3op]

Amazing talk. Thank you two.

[@milesinaz6027]

Incredible content as usual Dave. Just outstanding.

[@ianswayne7296]

Seeing Lee’s excitement made my day.

[@mfpears]

11:00 I've also noticed it getting way better at judging the proper speed for turns. Wish it would stay to the inside of the curve more though

[@parkdcp]

Where is this HD mapping you are talking about? I haven't had a map update since I got my Y in December!

[@larrybuzbee7344]

I know the Anderson Valley and Hwy 128 intimately, having cycled it many times. That is one helluva windy road with high penalties for failure and great visual rewards.

[@oisiaa]

Was this recorded over Starlink?

[@Dave_Lee]

Yes, on James' end. My end was broadband.

[@keithmcfarland3819]

Not gonna lie... when he said pick up a cat, I freaking lost it. LOL

[@JoelEZ1]

Was hoping for more FSD insight into the improvement process. Always good to hear you two brainstorm.

[@JoelEZ1]

Full stack big #11. What is needed to accomplish this? What does James think 11 is released? Given his current drive, it was cool to hear about the road curvature and surfaces as a technical calculation to be solved even more. How does the computer see (interpret) vs how we see vs what is displayed? I love the technical stuff as well as the big picture. I think everyone watching wants the big prize of self-driving cars to happen. What do you and James think about these version 10 updates? They look very sharp. Each incremental update seems to add more personality to the car. Watching Frenchie, Dirty Tesla, and Chuck Cook videos for the last two years has really helped me understand each incremental improvement. I'm very bullish on pure vision. James is right that Tesla's data they hold onto is the big story. We as consumers/drivers are just seeing the results of their hard work. Love your patience and thoughtfulness Dave and how you always let the guest be the star of the episode. Keep kicking butt. I understand Q2 had some issues, but currently FSD beta is looking better and better. So much to look forward to these next 6 months. Andrej will be coming back, #11 has to be getting close, eyes on the prizes; Tesla can whether any storm.

[@markmarco2880]

James Douma is wonderfully engaging on the topic of FSD. He really knows what’s up… I live in Mendocino. That highway, 128, …is not fun to drive. It is a pretty drive thru wine country…but the driver, of course, has to watch the road. It is tiring…So…I can’t wait to have my Model 3 and to turn it loose around here. Exciting, thrilling even, is the thought. I would have been quite exited to see James having lunch in our little town. “It still a bull case!” He says, even if somebody else catches up to TSLA’s software. “…for the foreseeable future.”

[@sirousmohseni4]

You two run the best conversion on this topic.

[@DragoBTC]

The one from 4 weeks ago is still in my watch later.... recommend watching it still or just this one?

[@dscarty]

Regarding safety. Yesterday coming over a hill toward twilight there was a bicyclist riding at the edge of the road, against traffic, wearing black. My Model 3 saw him before I did and reasonably swerved over the yellow line to avoid him. The car saw there was no oncoming traffic so going over the yellow line was just right.

[@entspannter_hase]

Autopilot or Beta?

[@chrisheath2637]

I cycle the roads of Cornwall (England), that has narrow roads, and tight bends. Every year, too many cyclists die here - drivers typically drive too fast, and don't pay enough attention. I can't wait for FSD to make roads safer.

[@casvanmarcel]

I would listen for days to you 2 talking about stuff.

[@hugokappes4077]

so the car is getting confused a little when the actual road it see varys to some degree from what the map told it to expect ??

[@pauldaggett6759]

The value proposition for FSD in the commercial trucking space would seem to be huge because the cost benefit of eliminating the driver is objectively determinable and competition will drive this cost benefit. Whereas in the private vehicle space the value proposition is more subjective and more subject to individual convenience/safety preference. For example, I am 80 y/o and really would appreciate having an FSD chauffeur relieve me of driving stress on a long trip as compared to when I was in my 20’s looked forward to the thrill of driving/control. For me those days are long gone…

[@genephipps6421]

I have said all along that FSD is going to improve the quality of life for elderly people more than most of us can even imagine.

[@dennisluftig3526]

I’m 80 also. Love FSD beta here in NM. I’m a safer driver with it

[@stephenhumble7627]

One thing tesla could do better is add external audio sensors. They are using the internal microphone in the vehicle for detecting external sounds like emergency vehicles but then you get sound from the vehicle occupants. I think external audio pickups would help. Other than that the tesla approach of using a vision based system is the right one for sure.

[@zachdenney]

ive discussed optimus with many people-- if the robot can simply walk around, and pick up dishes and load them into a dishwasher... its a billion dollar project. if it can pump gas... 10 billion dollar project. if it can fold laundry... 100 billion dollar project.

[@andrasbiro3007]

I think the difficulties are not in the right order, but you are on the right track.

[@Abebe345]

Most of the way through. This subject and you two are a fusion gift. Thanks on a Friday night. I've one question that maybe the last ten minutes approaches: when do you think actually driverless happens with FSD?

[@keving704]

Great interview. If you could have James address how FSD will handle low visibility situations like fog that would be super helpful. That's the one point the Lidar advocates point to that limits full autonomy and I don't know what the FSD defense would be. I expect FSD will just default to very low speeds (like humans do) in those very rare cases. Thanks

[@barbaraconsulting3491]

Thank you. Great interview.

[@Tryagain205]

As brilliant a technologist James Douma is I would love to see him attempt stand-up comedy: he is brilliantly funny IMO.

[@lukasgrunzke4291]

Douma just warms my heart man haha

[@ekapob.universe]

Finally more Dave + James video!

[@tddrumm]

Always a great guest very knowledgeable

[@nickgaddis4188]

i use FSD in my model S about half the time and to me it seems like it’s near sighted. I is also uncomfortable as it often creeps to far into / close to the crossing road. It appears that there needs to front side cameras in forward of the front wheels. what do you think? what am i missing?

[@mumblinge5892]

Even though I've purchased all of the Tesla equipment, except for a vehicle and the tequila, I'm holding off on buying a car until they've greatly improved FSD. Which probably means new camera, sensors, further forward on the cars and probably an improved computer too. As a shareholder I hope that Elon's proclamations about FSD don't come back to haunt Tesla and its shareholders in the form of massive lawsuits and that is a possibility..

[@stanleyclarkson7994]

James, picking up a cat....brilliant!

[@hhal9000]

I think fine dexterity with fingers would be impressive.Walking has been done unless it were to traverse various different terains: water sand rocks ice etc.

[@fredbloggs5902]

The real key is the flexibility to do different tasks. Catching a ball Juggling Playing tennis Stacking boxes

[@mikem6549]

If Im an MD of a big company with sales reps when does it become impossible for me to buy non Tesla fleet cars for my sales reps becuase the insurance value is too high.

[@aceconstantine3812]

I know these end up quite long but I wish you wouldn't edit out any of what James says, id love to hear his full stream of consciousness as originally delivered.

[@johnmqueripel2367]

James is the best.

[@kelvynbettridge]

Thanks guys

[@emsel]

Isn’t the robot technology and fsd mostly same basis? Understanding the world and do things within that understanding?

[@plutoplanet4275]

James, are you willing to share your Tesla model?

[@Delli88Burn1]

Just a bit of a breather from Tesla. A suggestion would be to highlight Mark Cuban's pharma company charging astronomically lower prices for certain essential medicine. Not from a valuation standpoint, but in why this would be great for consumers, and for people in dire need for these medication

[@virgilwhetsel5289]

I agree on the performance on curvy roads but the number of phantom breaking events on clear open interstate and two lane highways in actually dangerous. My model Y with FSD had so many extreme phantom breaking issues that I couldn't use FSD or even cruse much of the time on our trip to Denver from Rapid City and back over the past weekend. The breaking with absolutely no reason was abrupt and extreme at least two dozen times.

[@KeithStrang]

I think the starlink transceiver actually points north to avoid interference with geostationary satellites. I’ve only heard this and hope it won’t limit “static” flat mounts for mobile applications. If it is phased array, maybe it can point away from the equator.

[@fredbloggs5902]

Haven’t they been allocated different frequencies?

[@investinginthought1163]

36:55. The problem is, even if you solve for "commercial" FSD, using a gratuitously over sensored approach, you're going to be in a very bad spot if Tesla comes along and solves it with commodity hardware. Say you're a tax operator, do you want to spend $150k+ per vehicle, plus whatever licensing, to be in a sandboxed solution, when you can have a generalized solution which is continuously improving for a fraction of the price? The only way I see the "commercial" approach having any real legs, is if it can get to market significantly before Tesla, so that it's entrenched before Tesla manages to crack the problem.

[@staticrealm61]

I’ve been super impressed with fsd but for some reason this latest release was a huge step backwards for me… everyone else has been raving about it

[@sanjayaiyar4351]

That’s normal and will continue. It needs to learn and everyone’s environment is different.

[@Jack.Waters]

How does FSD handle a negatively banked curve?

[@masonsroofcleaning5106]

Dave, quick question.. if you were getting paid in stock.. would you want the current price to be $200 or 600?

[@bukurie6861]

Thank you are so optimist for TESLA❤

[@talkingaboutdisruption9216]

Could James take a look at Wayve who are also using cameras only.

[@philipp594]

I think the robot is part of master plan part 3. Tesla has hirering problems in low class jobs. So they use their employes with something like google glas or maybe even cameras in the factory and autopilot neural net to train the robots to replace factory workers. It would allow them to scale faster and drive down production cost over time.

[@pauldaggett6759]

Question for James: how close is the development of FSD to the ‘tipping point’ when the IE engine will be answering unique questions that arise by developing new logic that provides the solution??

[@RawandCookedVegan]

Doesn't Boston Dynamics have robots that do bipedal locomotion?