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Recent content by Todd Burch

  1. Todd Burch

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Anyone have a link to a livestream for the shareholder meeting? Edit: Here Tesla Investor Relations
  2. Todd Burch

    FSD v12.x (end to end AI)

    It seems quite clear, as many of us have suspected for years, that Tesla can tweak parameters that feed into FSD/autopark/other behavior independent of an official version update. That seems to be what has happened here. It makes perfect sense and is pretty easy to implement...you're just...
  3. Todd Burch

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Dragon Boat Festival (Chinese national holiday) was June 10–so Jun 8-10 was a 3 day weekend. Likely people were traveling that weekend vs picking up and registering cars. Last year’s Dragon Boat Festival was June 23, 2023. There was a similar drop in 2023 in week 24. Not sure if this all...
  4. Todd Burch

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    For starters, it’s not easy for a homeless hobo to order a robotaxi with their iPhone. Second, to have access to the service Tesla could require that riders have a linked bank account or credit card. And with that, background info. So if there’s damage Tesla has video evidence, full background...
  5. Todd Burch

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Is it true that Apple posts have been blocked by Elon on X? Went to go check on this rumor and when I search for Apple there are no posts shown. If false, what am I missing? If true, is Elon violating his own mantra of freedom of speech?
  6. Todd Burch

    FSD v12.x (end to end AI)

    It could be that FSD 12.4 is a prerequisite for the auto shift. Not that someone has an FSD subscription, but it might require the latest perception network to be on the car to function. Black Tesla, Dirty Tesla, etc all have 12.4. After all, the car has to decide “does it makes sense to shift...
  7. Todd Burch

    FSD v12.x (end to end AI)

    Calibrate your cameras. Something is wrong with your car. That is not normal. And to add, something is not right if you're seeing worse performance on highways, since highways are still v11...
  8. Todd Burch

    FSD v12.x (end to end AI)

    It's interesting. Multiple times I've been on a small suburban neighborhood road that has relatively hard-to-perceive speed bumps and it slows down perfectly for them every time. Today on 12.3.6 I was in a shopping center parking lot where they have those UBER obvious large speed bumps with the...
  9. Todd Burch

    FSD v12.x (end to end AI)

    One thing that seems to be considerably improved is stop signs—less delay, faster creeping. That’s a big win in my book but we will need to verify ourselves!
  10. Todd Burch

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    “I get paid to fuel my own car.” What a great way to help sell EVs.