Not sure if too many people watched this because I skipped it thinking it was just an AI day 2 recap, however the 2nd part of this presentation is actually about V12 FSD. They are moving away from occupancy network as it was only used as a stepping stone to what the entire AI community was trying to reach for, which is generalized world model prediction. Tesla is moving away from auto labeling and is having their NN figuring out and predicting future scenarios on the fly while creating the world. Currently this is not in customer's hands and will be available by his prediction sometime later this year.... around when Musk thinks FSD is solved.
Dr. Know it all has a break down on this video if you want more information.