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  1. Todd Burch

    FSD v12.x (end to end AI)

    Elon confirmed in a tweet to expect solid hand gesture recognition in 12.5.
  2. Todd Burch

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

    For how many multibillion dollar companies are you currently the chief executive officer? You understand both Tesla AND SpaceX are consistently in the top 5-10 companies where engineering graduates want to work?
  3. Todd Burch

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

    Yeah really. Let's compare track records! Who's the one who has an extremely long record of highly motivated employees and long-term success?
  4. Todd Burch

    FSD v12.x (end to end AI)

    I think he got lucky. I had to disengage this morning because the car was heading at 35mph to a 20mph well-marked school zone with flashing lights. (Disengaged right after I passed the sign and the car was showing no signs of slowing. I think we’’ll see reliable school zone reactions in 12.4 or...
  5. Todd Burch

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

    Where on earth do you see Tesla's auto margins at "razor thin"? They're nowhere near razor thin. As reported in Tesla's Q1 10-Q filing, automotive gross margins were 18.5%, among the best in the industry:
  6. Todd Burch

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

    Not only that, but when people feel like they need to be tighter with their spending, they are less likely to spend on a new technology that they are not fully comfortable with yet--even though this is a quite irrational decision (EVs have been prevalent for over a decade now, and almost...
  7. Todd Burch

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

    Car market IS slowing down. Elon even announced a while ago that he expected this would happen and here we are. Lot’s of people are thinking that “Elon has killed the demand for Tesla.” The reality is the entire market has been slowing down. Teslas didn’t suddenly get undesirable in the last...
  8. Todd Burch

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

    I think he’a referring to all of the additional qualifications that are required for the Mercedes system to be considered Level 3–following a car below a certain speed, etc.
  9. Todd Burch

    FSD v12.x (end to end AI)

    As long as the shoulder is paved, what does it matter? I drive on rural 2-lane roads with high speed limits (45-50 mph) often. Whenever a car is coming from the other direction, I always slide over if there is paved shoulder and there aren't any potholes to avoid. Not a dramatic amount, but...
  10. Todd Burch

    FSD v12.x (end to end AI)

    Your job should also be to not get in other people's way where reasonable without compromising safety. I'm not talking about pulling over for people going 100 mph down a surface street. I'm talking about taking excessively long pauses at stop signs, driving 5-10 mph below the speed limit...
  11. Todd Burch

    FSD v12.x (end to end AI)

    Not counting driving within parking lots, I would say more than 90% of my disengagements have NOT been to prevent behavior that would cause an accident. A vast majority of them are because it's signaling to go into a lane I don't want it to, because it's going too fast, because it feels like...
  12. Todd Burch

    FSD v12.x (end to end AI)

    It’s not intended to be used in parking lots. Driving in parking lots will be an entirely separate neural network that’s trained purely on parking lot driving. Much like how the car currently transitions from v12 to the old highway stack when getting on the highway, it will transition to a...
  13. Todd Burch

    FSD v12.x (end to end AI)

    You are absolutely right. The difference of a few seconds is pretty meaningless in the grand scheme of things. Having said that though, the reality is that lots of drivers are impatient, and road rage is a real thing. So minimizing how much one "annoys" other drivers, as silly as it sounds...
  14. Todd Burch

    FSD v12.x (end to end AI)

    Yeah...I find that the overwhelming majority of the times I disengage or intervene in v12.3.6 it's not because I had to. It's because the car was taking too long at a stop sign, driving too slow (or occasionally too fast) or because it stayed behind another slow driver when I wanted to go faster...
  15. Todd Burch

    FSD v12.x (end to end AI)

    Those of you saying FSD v12 is terrible and worthless. Show us video. That is a significant mischaracterization of every public video I've seen on v12. So either you're grossly exaggerating, something's wrong, or for some reason your experience is dramatically different than the rest of us. Two...
  16. Todd Burch

    FSD v12.x (end to end AI)

    Wobble: I see the exact same lane change hesitation and have heard it mentioned before. Didn't Elon say that was addressed in v12.4? Intersections: Yeah I think *everyone* has complained about the slow creep and hesitation. Hopefully this is just conservatism they built into the first e2e...
  17. Todd Burch

    FSD v12.x (end to end AI)

    Yeah I’m not claiming the poster is lying…but something isn’t right. The described behavior is not characteristic of v12 running properly. Maybe the car needs a reboot, calibration, or something else.
  18. Todd Burch

    FSD v12.x (end to end AI)

    Based on that description, I don’t know what the heck you were using or what your settings are but it wasn’t FSD v12. I have literally had 3 consecutive 45 minute drives to work this week where I did nothing but press the accelerator to help it along.
  19. Todd Burch

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

    Not making cars vs. making cars but not selling them to end users...those are two very different things. I would agree with this possibility if I believed Tesla could satisfy their entire 2M/yr production capacity by making just robotaxis. That seems like it would be a very tall order any time...
  20. Todd Burch

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

    Yes it does. Are they just going to throw away tens of billions in infrastructure and capital investments? Do you think he could just throw away one of Tesla’s core businesses without shareholder approval? All the technology they developed and in-housed? They spent two decades getting to where...
  21. Todd Burch

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

    They seem to be afflicted with a condition referred to as "moronism". Most look like young, lost souls who are easy manipulated by others into believing that the single company that's done the most for the environment perhaps in history is somehow destroying it.
  22. Todd Burch

    FSD v12.4

    Mercedes allows steering wheel corrections while actively engaged in their lane keep assist system. Necessary since it’s so horribly bad. I’m a trained mechanical engineer and in the course of that schooling took several human factors courses, which discuss how designs can enhace or hinder...
  23. Todd Burch

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

    This should be a shock to no one here. Especially long term investors. There has been lots of nonsense tossed out by the media lately, or by bears or even members here armchair quarterbacking and attempting to read between the lines and second-guess the greatest entrepreneur the world has ever...
  24. Todd Burch

    FSD v12.x (end to end AI)

    The LIDAR systems night be getting used for factory automation. Or Optimus testing—neither of which would be publically visible. So many people have gotten twisted out of proportion for the silliest things lately. First Tesla’s not going to make the Model 2 anymore. Then they’re not going to...
  25. Todd Burch

    FSD v12.x (end to end AI)

    Agree. Testers out there really means nothing. They could be doing early testing of 12.6 for all we know. Or gathering data for 12.7.
  26. Todd Burch

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

    Agree, but then it should be enforced consistently. You can’t enforce a law on some subset of vehicles (autonomous) but then let it slide for every other vehicle on the road. Not only is it not fair, but it causes road rage—human drivers are used to “California Stops” and get road rage when...
  27. Todd Burch

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

    Given that Tesla appears to have a good “behind closed doors” relationship with NHTSA, maybe they really did get advanced approval to remove the nags?!?
  28. Todd Burch

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

    Wow, color me pleasantly surprised. And all this not long after NHTSA explicitly made them dial up the nags?!? Either they showed v12 and the accompanying safety data to NHTSA and they signed off on this, or Elon’s taking a risk by removing the nag without NHTSA permission. Hopefully it’s the...
  29. Todd Burch

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

    Perhaps since the in-cabin camera can detect if there is a human in the driver and passenger seats, a hardware sensor is no longer necessary? In that case it would be brilliant. No loss in capability, but reduced production cost, simplified assembly, and less that can go wrong for the consumer.
  30. Todd Burch

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

    1. He could just be saying that the very long delay between nags has been fixed. 2. He could be saying that, for cars with cabin cameras, monitoring is now camera-only (hands-free). 3. He could be implying that Tesla had a secret demo of 12.4 with NHTSA and they approved removing the nags. I...
  31. Todd Burch

    FSD v12.4

    12.4 has likely been in development for several months. Therefore it is likely that it was trained prior to Tesla bringing the latest huge cluster of H100s and other compute online. I would expect more improvement from 12.4 to 12.5 than we will see from 12.3 to 12.4. Elon’s comment about...
  32. Todd Burch

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

    He said latest, which I think would imply 12.5 (based on a tweet from today, 12.6?). I think 12.5 would be the first version trained with Tesla’s latest cluster of compute brought online.
  33. Todd Burch

    FSD v12.4

    Elon thinks 12.4 will probably start rolling out next week:
  34. Todd Burch

    FSD v12.x (end to end AI)

    Looks like the font used for the sidebar menu somehow got corrupted. Try a reboot. If that fails, contact service via the Tesla app and request that they repush the software to you car.
  35. Todd Burch

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

    It would go a long way if Elon would just give an example of something it does in the latest version that would blow one’s mind instead of the vague statement.
  36. Todd Burch

    FSD v12.4

    Starting this thread now so that when FSD v12.4 information inevitably comes out (soon?), it gets posted here instead of getting lost in the 12.x thread.
  37. Todd Burch

    FSD v12.x (end to end AI)

    The only time I've seen it was in departing the interstate. Happened right on the ramp, so yes--similar scenario.
  38. Todd Burch

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

    The first service guy I had back in 2012 retired from Tesla a multi-millionaire. Seems he was richly rewarded for his hard work.
  39. Todd Burch

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

    This. This is why I completely ignore Troy. The dude is a washed-up know-it-all.
  40. Todd Burch

    FSD v12.x (end to end AI)

    A drop from 99.99% to 95% uptime as a result of heavy precipitation implies extremely heavy rainfall occurs nearly 5% of the time—over 430 hours a year. Such rainfall events in reality occur more along the order of 0.1% of the time or less. The overwhelming majority of those cases are under...
  41. Todd Burch

    FSD v12.x (end to end AI)

    Many years ago Google (now Waymo) conducted a study and determined that the better an autonomous system is, the less diligent the driver is about monitoring the system. It's common sense. If the system sucks, people are going to watch it like a hawk. As it gets better, people get complacent--so...
  42. Todd Burch

    FSD v12.x (end to end AI)

    You're fairly new here. If you think Elon's concerned about the TSLA stock price, you definitely haven't done your homework. As someone who has owned TSLA since the IPO, I have "enjoyed" the fruits of Elon's stock pumping. Like the time he said the TSLA price was too high. Or said that without...
  43. Todd Burch

    FSD v12.x (end to end AI)

    The rate sucked for quite awhile as the team was persuing hard-coded control code. That was never going to work. But they've now seen the light. I would classify the improvement from 11.4.9 to 12.3 to be huge.
  44. Todd Burch

    FSD v12.x (end to end AI)

    Elon and Ashok have seen 12.4 and early 12.5 versions. Elon accelerated RT plans right around the time he would have been seeing 12.4 or early 12.5 results. I'll just say this: I don't think that's a coincidence.
  45. Todd Burch

    FSD v12.x (end to end AI)

    There's no way the HW3 or HW4 cameras see anywhere near as well as the human eye. You are absolutely right and I 100% agree with you. I am not claiming that and there's tons of scientific evidence that proves that few cameras in existence can approach the capabilities of the human eye. What I'm...
  46. Todd Burch

    FSD v12.x (end to end AI)

    I'll say this, then I have to get back to point cloud processing :). Think about all the complaints we have with just this initial end-to-end version. They are overwhelmingly not issues with cameras seeing things. They are: -Poor speed control -Stopping too soon/early at stop signs -Creeping...
  47. Todd Burch

    FSD v12.x (end to end AI)

    Anyone who says a higher megapixel camera, or one with a higher dynamic range, can see better is absolutely--right. Of course. That's why HW4 is higher resolution than HW3. And why HW5 will be better than HW4. And anyone who says that the human eye has greater dynamic range and resolution than...
  48. Todd Burch

    FSD v12.x (end to end AI)

    I am confusing and misinterpreting nothing. He had concerns with both. I agree with his concern about the B-pillar cameras. Still don't understand why Tesla didn't place them further forward. I think aesthetics trumped there. But he also verbalized concerns about camera range in many videos. I...
  49. Todd Burch

    FSD v12.x (end to end AI)

    Thank you for confirming my point. I'm not disagreeing with you and I have no idea why you think what you said above contradicts anything that I wrote. What I'm saying is: Tesla published some sort of "range" value on their AP cameras. And many people, like Chuck, took that to mean that the...