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  1. willow_hiller

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

    Prior to the hiring freeze, Tesla was hiring people to collect Autopilot data for "prototype vehicles" during odd hours of the day: Tesla boosts its data collection team with hiring ramp for Prototype Vehicle Operators It would be a little strange to hire prototype vehicle drivers before they...
  2. willow_hiller

    FSD v12.x (end to end AI)

    This has happened to me twice as well. I think the first was on 12.3.3, and a second on 12.3.4. Could be the model predicting that the traffic ahead of it won't move and it needs to turn the wheel a lot to make it around. Or maybe it's FSD trying to tell us that it's conscious.
  3. willow_hiller

    FSD v12.x (end to end AI)

    That one was also directly refuted by Elon. The vehicle was in a rural area (no signal to transmit data), and the data recording unit was destroyed in the fire, but Tesla was able to confirm that the FSD Beta firmware was never downloaded to that employee's car in the first place: Also...
  4. willow_hiller

    FSD discussion

    I guess we'll see if this is an isolated misunderstanding, but their service center is standing firm, for the moment. I thought it might make sense that this change be made along with the reduction of FSD to $8k: https://www.reddit.com/r/TeslaLounge/s/Ve1Sl2RbSJ
  5. willow_hiller

    FSD discussion

    If this Reddit post is correct, Tesla has changed the expectations of what comes with the purchase of FSD again. Pre-spring 2019: FSD promised some higher forms of autonomy Pre-spring 2024: FSD came with the hardware retrofit necessary to use it
  6. willow_hiller

    FSD v12.x (end to end AI)

    Is it just me, or does V12.3.5 hesitate to turn there in rhythm with the light-bleed from the old HW2.5 repeater camera? When I bought FSD and had my car in the shop to install HW3, I also went ahead and paid a couple hundred dollars for the new repeater cameras without the light-bleed. Not...
  7. willow_hiller

    FSD v12.x (end to end AI)

    Maybe not ready to perform perfectly, but certainly more ready than an unconscious driver. We know that Tesla has been working on networks that watch the driver-facing camera for signs of drowsy driving. If they can get a network that can identify an unconscious driver with a reasonable degree...
  8. willow_hiller

    Autonomous Car Progress

    I was under the impression that certain maneuvers, like coming to a complete stop at a stop sign, had such little training data, that Tesla was supplementing it with employee collected data. Things like that, and Chuck Cook's UPL, which still to this day seems to have employees there collecting...
  9. willow_hiller

    Autonomous Car Progress

    V12 was trained primarily on employee-collected data, so I don't think we can assume they have no training data for a robotaxi neural net because there are no customer vehicles. Earlier this month, Tesla had public job listings for data collection from "prototype vehicles": Tesla boosts its...
  10. willow_hiller

    Autonomous Car Progress

    Far from it. Did you miss the fact that Ludlow titled his full piece "Elon Musk’s Robotaxi Dreams Plunge Tesla Into Chaos"? Bloomberg has done their best to spin it negatively, but I think this represents some genuinely interesting inside information on Tesla's development toward actual autonomy.
  11. willow_hiller

    Autonomous Car Progress

    This is probably worth discussing here. For years we have assumed that the version of FSD deployed to customer vehicles was the only version, and Tesla did not have a different version that would represent higher levels of autonomy quickly. Ed Ludlow is now reporting that Tesla does actually...
  12. willow_hiller

    FSD v12.x (end to end AI)

    The user-collected data I'm talking about is the Google Form spreadsheet. Where anyone can submit their disengagement data and label it as a critical safety disengagement or not. I think it's fine to use that data to show there has been a reduction in disengagements from V11 to V12, but people...
  13. willow_hiller

    FSD v12.x (end to end AI)

    This really reinforces @EVNow 's point about the user-collected disengagement data being too subjective to be useful. In this case, FSD: 1. Drove down a legal, empty lane 2. Tried to merge into a turn lane at the last minute 3. Was angled toward a curb at the moment of disengagement, but it was...
  14. willow_hiller

    Autonomous Car Progress

    Relevant XKCD:
  15. willow_hiller

    FSD v12.x (end to end AI)

    I think you might be overestimating the kind of intelligence that an AI system will need in order to safety drive a car. There's a computer scientist named Ajeya Cotra that does some interesting research on forecasting when AI will become transformative by comparing it to biological anchors. She...
  16. willow_hiller

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

    Same in Downtown DC. V11 would always pick the far left or far right lane, and get stuck behind people making unprotected lefts or parked vehicles. V12 tends to choose the center lane while driving in the city, until it needs a left or a right for navigation.
  17. willow_hiller

    FSD v12.x (end to end AI)

    They might have overfit scenarios where the car needs to drive on the shoulder to get around accidents. On a trip of mine yesterday, a crash and police blocked a lane, and despite the fact that one other legal lane was still open, other drivers were driving on the shoulder to get around it. FSD...
  18. willow_hiller

    FSD v12.x (end to end AI)

    I think the primary difference between 12.3.3 and 12.3.4 is the configurations of vehicles that can receive 12.3.4. It might just be a minor update to include Highland M3 and legacy S/X.
  19. willow_hiller

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

    The key difference is that a subscription price is subject to change. Subscribing now does not ensure that the price will continue to be $99 per month. If you assume the subscription price of FSD will never increase, then you're correct that you need to keep your car for 120 months before you...
  20. willow_hiller

    FSD v12.x (end to end AI)

    At least one HW4 Model X just received it.
  21. willow_hiller

    FSD v12.x (end to end AI)

    Significant wave of FSD v12.3.4 now going out to those of us that were previously on firmware version 2024.3.10: https://www.teslafi.com/firmware.php?detail=2024.3.15%20afde569600 Just got the push.
  22. willow_hiller

    Autonomous Car Progress

    Do you have any data about the demographics of FSD users? Or is this just based on the overall male skew of the Tesla owning demographic? Last source I've seen on the topic says about 27% of Tesla owners are female. Without additional data, I don't think it's fair to assume that the share of...
  23. willow_hiller

    Help Fight the FUD

    Fascinating X thread deep dive into the context behind the Thai cave rescue incident. All the media ran with were soundbites pretending that Elon was trying to force his solutions, and that he was completely unfounded in calling the diver names, but there's a lot more to it:
  24. willow_hiller

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

    Among the top items were vehicle insurance and vehicle repairs. Inflation does seem to be hitting the cost of car ownership particularly hard: The inflating prices of these vehicle-adjacent items probably is suppressing the public's desire to buy new cars. But likewise, they might pose...
  25. willow_hiller

    Elon: FSD Beta tweets

    Everything you're reading is just a summary of the standard. The actual definitions are available here, but you need to sign up for an SAE account to download them: J3016_202104: Taxonomy and Definitions for Terms Related to Driving Automation Systems for On-Road Motor Vehicles - SAE...
  26. willow_hiller

    Elon: FSD Beta tweets

    Can we please not argue the definition of a standard, again? Standards, including the SAE levels, are written with an intent that there be one correct interpretation. There is no point in suggesting alternative interpretations. We could come up with a separate definition for levels of autonomy...
  27. willow_hiller

    FSD v12.x (end to end AI)

    Just for clarity, I believe the view has to be in the "Full route" mode, instead of the "Car view" or "North view" mode. The map needs to be zoomed out to display alternate routes.
  28. willow_hiller

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

    You're arguing that Elon is saying one thing and secretly believing another. You haven't yet produced any evidence of that. It's on you to prove that he didn't believe they could do semi-convoying in 2017, or that they would make four styles of solar tile, or that supercharging would be free...
  29. willow_hiller

    FSD discussion

    I don't think I've seen this posted yet. But it's nice to hear a story of FSD actually making a difference in someone's life.
  30. willow_hiller

    FSD v12.x (end to end AI)

    It does respond to the scroll wheel down in Auto Max. It's just a slightly delayed response per scroll.
  31. willow_hiller

    Autonomous Car Progress

    Hardly hard truths when he sets up a false straw man in the 4th sentence. "Teslas are failing at basic driving, not edge cases... Parked Firetrucks, cement barriers" For the parked firetrucks, I think he's referencing a Bay Area crash that occurred in 2023 on Autopilot. Not sure where he's...
  32. willow_hiller

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

    There are two competing visions of a sustainable future. The first is built on the idea that the only way to survive as a species is to limit growth, cut consumption, and live austerely. The second is built on the idea that technological innovation can enable both sustainability and growth...
  33. willow_hiller

    FSD v12.x (end to end AI)

    For the first time, we've actually got a short official tutorial for FSD:
  34. willow_hiller

    FSD v12.x (end to end AI)

    Two interesting V12 things happened today on the way to the dry cleaners that I thought would be worth sharing. First, I think Tesla must be using Tesla Vision as the source for traffic data. V12 turned a corner and came across a road that was entirely blocked by construction. Unfortunately, it...
  35. willow_hiller

    FSD v12.x (end to end AI)

    Thanks for being open and transparent. Honestly don't mind civil conversations with short sellers; rational people can disagree. I think we can use it, but I don't think we can say which direction it would be biased in. It's kind of like restaurant reviews; the only people with an incentive to...
  36. willow_hiller

    Help Fight the FUD

    Worth a good bit of Schadenfreude to scroll through the replies to this Dan O'Dowd tweet. He is not getting the responses he was expecting, lol:
  37. willow_hiller

    X App Discussion

    Community notes are effective at reducing the spread of misinformation:
  38. willow_hiller

    FSD v12.x (end to end AI)

    The only two roadblocks (pun intended) are camera resolution and in-vehicle compute. It's possible that some signs might have fine details that aren't discernible by the cameras on HW3, so a model could never learn to act on details it can't see. And second is the FSD computer's ability to hold...
  39. willow_hiller

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

    People have short memories. I recall when Giga Shanghai was just nothing but a "muddy field": https://cleantechnica.com/2019/10/03/tesla-gigafactory-china-mud-basically-an-open-field-not-gonna-happen-skeptical-claims-revisited/
  40. willow_hiller

    FSD v12.x (end to end AI)

    I think of V12 failing like ChatGPT: Confidently and convincingly. In a couple of scenarios, if I was unfamiliar with my local roads, I would probably not disengage V12 because it does things so smoothly and confidently. But because I'm familiar with how the lanes are supposed to work (despite...
  41. willow_hiller

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

    I understand your concern, but I have yet to see any evidence of a wider phenomenon that doesn't rest on anecdote. Even the Reuters article about the "consideration" scores doesn't really show a trend. They had two data points in the 60s in 2021, and it's essentially been steady in the 40s for...
  42. willow_hiller

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

    It's really easy to click around on the site and read the data for yourself. The polarization is captured in the data. Positive opinion Negative opinion Neutral Elon Musk 47% 36% 14% Tim Cook 30% 10% 22% Yes, Elon is more disliked than a lot of CEOs. But he's also more liked. But I...
  43. willow_hiller

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

    As I said in my original post on the data source, business figures in general are disliked in this current political climate. Only 30% of those polled have a positive opinion of Tim Cook, compared to 47% for Elon. You don't see articles citing Tim Cook's unpopularity as sinking Apple.
  44. willow_hiller

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

    Did you look at the site beyond the title of the page? It defaults to sorting by fame, but the ranking I was citing is their "Popularity" metric, which they define as "the percentage of people that have a positive opinion on a topic." Yes, Elon is incredibly well known. But more people have a...
  45. willow_hiller

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

    I like YouGov as a source of regularly collected data on approval ratings. They're nationally representative, and updated weekly. The fact of the matter is that all business people are somewhat unpopular in the current political environment. But among famous business people, Elon is the second...
  46. willow_hiller

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

    Although we no longer have Tesla Daily, Rob Maurer is still delivering worthwhile thoughts on X:
  47. willow_hiller

    FSD v12.x (end to end AI)

    Sure, if you add words to the end of my argument that makes it incorrect, it will be incorrect. Here's my own words: Driving on FSD Beta, on the roads that FSD Beta is typically driven on, with the disengagements that drivers have been making, is safer than driving a Tesla without active safety...
  48. willow_hiller

    FSD v12.x (end to end AI)

    It's in the screenshot above. You even agreed with me that there are fewer accidents per million miles on FSD Beta than for Teslas without active safety features. Are you trying to claim that fewer accidents does not mean more safe? Again, I'm not making a casual statement. I'm not saying FSD...
  49. willow_hiller

    FSD v12.x (end to end AI)

    You need to take the statistics in the context of the entirety of the situations. Driving on FSD Beta, on the roads that FSD Beta is typically driven on, with the disengagements that drivers have been making, is safer than not. Just like driving during the day (with the headlights off), is...
  50. willow_hiller

    FSD v12.x (end to end AI)

    I'm not saying FSD Beta is the cause of the increased safety. I'm making an observation of the available data. There does not need to be comparability. "The miles driven by Teslas on FSD Beta have resulted in fewer accidents per million than the miles driven by Teslas without active safety...