E90alex
Active Member
The advanced setting has been claimed to just be a placebo. Mines always been on advanced and never got 2024.8.x branch. Went from 2024.2.7 to 2024.3.10 with FSDS v12.3.3
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I know of a family with two Model 3's. One is on advanced, one is on standard.So possibly there is a higher percentage of cars on 2024.8.X than there is in the overall fleet. Otherwise I think it is probably a fairly good data sample of the fleet.
1) As you say, "Elon said" they were no longer compute constrained.
2) Elon is a known liar. See "All US cars getting FSD trial this week." See "Cybertruck can tow 911 over quarter mile faster than 911." See "funding secured." "All cars have all HW needed for FSD." "That guy is a pedo" "Maps for self driving are a very bad idea" Etc.
So, why trust Elon on statement #1, when there is a much larger set of statements from Elon that are easily proven false? Dismissing Elon's "this week" statement and then turning around and using his own statements to explain why "this week" wasn't marketing hype is peak dissonance.
This is ridiculous! On Wall Street "short-term" means quarter by quarter, or at most one year out. For example, Mary Barra gets most of her money from short term movements of the GM stock price so she has focused on short-term profits to the detriment of the long-term health of the company. Elon's compensation package was based on long-term results over a number of years, putting the company on a successful and healthy trajectory.Let's also not forget that Elon has specifically said that Tesla is "worth basically zero" without FSD, and that Elon is specifically paid when the stock hits specific short term goals, he's not paid on long term performance.
Again, what you say is the opposite of reality. Unlike Mary Barra and many/most other CEOs, Elon does not get paid with stock options. He doesn't benefit or lose from short term stock movements. His previous compensation package had only long-term multi-year milestones.Elon is a master market manipulator, and does everything to manage stock price, because that's how he gets paid. He has massive reasons to hype FSD progress, and history shows he has no issue making massive mis-statements that benefit him and his companies' short term prospects.
So it's perfectly logical to decide that the sudden push to bring FSD into the spotlight in April 2024 right before very bad quarter results was more about money than it was about technical readiness. Because for sure we know one thing, which is that Tesla was NOT technically ready to do what Elon said, which is put FSD on every US car two weeks ago. But yeah, I'm sure all the other things Elon says is true, and he's highly informed on Tesla's technical capabilities and progress.
Tesla has been massively ramping up their training compute for over a year. If they were only able to catch up with the data from their current set of testers recently then they were massively compute constrained for a long time. Which means they didn't need a lot more testers.Right, which is why FSD is $12K and they are only giving a one month trial to 50% of the owners. [etc, etc]
No. Of course not. Their plan is to actually get FSD to work and then use it as a major source of income. Releasing the free trial now gets them lots of new data now without cutting off future income.Wouldn't they be much, much better off to have a $3K fire sale on FSD and get lots more cars permanently set up with FSD instead of half the cars for 4 weeks?
Investing $10 billion in compute is not hype. Embarking on one of the largest data gathering operations in the history of mankind is not hype. Also, what friggin' bump? There may have bene a small bump from the robotaxi announcement announcement but that didn't cost them $10 billion.This is not the move of a company that values data more than the actual income the sales of the product provide and the bump the hype gives to the stock.
Like you, I'm on the 2024.8 branch so I don't have v12 yet. When I tried v11 last year I have evidence it uploaded 18 Gig after only 3 hours of driving. There are not many Teslas around here. Even fewer with FSD. I went on a winding moutain road into the Gila National Forest outside of cell coverage. After about 3 hours of driving, FSD stopped working even though I did nothing wrong and it only started to work again after the car had cell coverage. One explanation is they filled their internal storage with data and once it was full they stopped collecting more data by turning off FSD.How much data has your car been uploading after every drive?
If the car is set to Standard it will get more stable software that has bern run on many cars before your car gets it. If it's set to Advanced it is likely to be new software that has some bugs yo work out.I think the only bias in TeslaFi data is that probably almost all of them have their Software Update set to Advanced so would be more likely to be on a newer version. So possibly there is a higher percentage of cars on 2024.8.X than there is in the overall fleet. Otherwise I think it is probably a fairly good data sample of the fleet.
"Funding secured"OTOH, he is usually much more reliable when it comes to making verifiable statements about the past. If his track record about the past were as bad as his delivery date and FSD predictions then he would no longer be CEO of any company and he would probably be in jail due to being called out for lying by the SEC and others.
Perhaps you conveniently forgot that this was mandated by a court of law after he spent a huge amount to get out of his legally binding contract.Perhaps you conveniently forgot, but back in 2022, Elon tanked the Tesla stock price by selling off a bunch of shares in order to buy Twitter.
What compensation are you discussing? His $56B pay package that was invalidated because he LIED about the board being independent was based on hitting a milestone market cap for even one day. That comp package started in 2019, so it's only existed for 5 years, and it paid out fully in just a few years. There were no long term goals in there.His previous compensation package had only long-term multi-year milestones.
Tesla is screaming that they have gotten 1 Billion miles on FSD from paying customers. There's only 4M miles of roads in the USA. There's no reason to believe that paying for FSD was self selecting for the area of the USA you live in, and we already know dense cities are the hardest places to drive, so it's good we get more data there. This idea that the free FSD trial is a way to get more coverage in low coverage areas just doesn't statistically pan out.As mentioned before, the data Tesla has been getting from their beta testers may have been becoming redundant so improvements in FSD were getting even smaller when they turned the same data crank with new data from the same testers. It makes perfect sense that they would now want to get data from a more diverse set of drivers from more diverse regions of the country.
Right...so you didn't get 2024.8.4 or 8.7 which was the latest and more buggy software (now onto 8.8 and 8.9 to iron out those bugs). Instead you were likely still on the stable 2.6 or 2.7 which most of us were still on. Then you got the 3.10 which Elon thought was stable and good enough to release to the masses.If the car is set to Standard it will get more stable software that has bern run on many cars before your car gets it. If it's set to Advanced it is likely to be new software that has some bugs yo work out.
As it is, my car is set to Standard and my car got the 2024.3.10 with v12.3.3 just like everyone else.
So I don't think software preference has anything to do with who got the free FSD (Supervised).
He spent a small amount in legal fees compared to what he had to spend to buy Twitter. Committing to buy Twitter put the Tesla stock price at risk. This flies in the face of your claims that he is obsessed with the short term Tesla stock price.Perhaps you conveniently forgot that this was mandated by a court of law after he spent a huge amount to get out of his legally binding contract.
Having the stock 10x and getting the production lines on a firm footing were the long term goals. For Wall Street, looking ahead 5 years is an eternity. Elon meeting those long-term goals earlier than expected does not make them less long term.His $56B pay package that was invalidated because he LIED about the board being independent was based on hitting a milestone market cap for even one day. That comp package started in 2019, so it's only existed for 5 years, and it paid out fully in just a few years. There were no long term goals in there.
That is not what I said at all! I didn't say or imply we should trust ever verifiable thing he has said about the past. In addition, Tesla recently invested over $10 billion in FSD computing so finally having enough compute power for the current streams of data is no big surprise.Like I said before, being of the belief that of course Elon lies about all sorts of future stuff, but anything he's said about something that has supposedly already happened like "we're no longer compute constrained" must be true is just not a dissonance I can pull off.
Yes, quite a puzzle that the CEO has his eyes on the big picture but is not hung up on the minutia of all their firmware branches. Your repeated reliance on false equivalence is tiresome.Guy isn't even informed enough to know if it's possible to put all cars on a FSD SW version within a week.
I trust the $10+ billion dollars they've invested in FSD compute. Are you claiming that is a sham too?Why should I trust him that what was limiting AP development before was compute, but no worries, now they aren't compute constrained?
Tesla's $10+ billion investment in FSD compute says otherwise. So do all the AI experts. All of them. There were previous bottlenecks with the team of 2000 human labelers and the 300K lines of human written code in the cars. But those are in the past. Currently FSD progress is limited by compute and high quality non-redundant data. Will those be enough to get them to a robotaxi level of FSD? I don't know. It will be very interesting to find out and to see what happens next.Isn't the very theory that compute was their constraint just another unproven Elon hope and dream?
Clearly you hate Elon but those were not all lies just more examples of an excurburant1) As you say, "Elon said" they were no longer compute constrained.
2) Elon is a known liar. See "All US cars getting FSD trial this week." See "Cybertruck can tow 911 over quarter mile faster than 911." See "funding secured." "All cars have all HW needed for FSD." "That guy is a pedo" "Maps for self driving are a very bad idea" Etc.
Let me just pick on one point... Funding secured.. it turned out he had funding secured at higher than he tweeted... Did you short sell or something?"Funding secured"
"All cars this week"
"Faster than a Porsche 911 in a quarter mile"
"The driver is only here for legal reasons"
"These windows won't break when you throw a metal ball at them"
All lies, all not future looking. And this is ignoring all the craziness around what he's said about COVID and Twitter.
And one would notice that he's been fined by the SEC multiple times for lying and fraud. Billionaires don't go to jail though.
Perhaps you conveniently forgot that this was mandated by a court of law after he spent a huge amount to get out of his legally binding contract.
What compensation are you discussing? His $56B pay package that was invalidated because he LIED about the board being independent was based on hitting a milestone market cap for even one day. That comp package started in 2019, so it's only existed for 5 years, and it paid out fully in just a few years. There were no long term goals in there.
Like I said before, being of the belief that of course Elon lies about all sorts of future stuff, but anything he's said about something that has supposedly already happened like "we're no longer compute constrained" must be true is just not a dissonance I can pull off. Guy isn't even informed enough to know if it's possible to put all cars on a FSD SW version within a week. Why should I trust him that what was limiting AP development before was compute, but no worries, now they aren't compute constrained? Isn't the very theory that compute was their constraint just another unproven Elon hope and dream? Who cares if they were compute constrained if that wasn't the fundamental issue to getting to FSD? I've been hearing for 7 years what their limits are to getting FSD actually working, and yet here we are with "FSD" that requires constant human monitoring and disables itself if it doesn't have cell coverage.
Tesla is screaming that they have gotten 1 Billion miles on FSD from paying customers. There's only 4M miles of roads in the USA. There's no reason to believe that paying for FSD was self selecting for the area of the USA you live in, and we already know dense cities are the hardest places to drive, so it's good we get more data there. This idea that the free FSD trial is a way to get more coverage in low coverage areas just doesn't statistically pan out.
Even better, all of this "we're giving a free trial to get data" is all an assumption. Even he didn't bother to say that. Elon, ever the hype man, couldn't be bothered to say "Since we're no longer compute constrained, we need data, so everyone is greeting a free trial, and this is going to hyper accelerate." But yeah, let's actually add to they hype and make up reasons for why the free trial is happening in week one of a financial quarter that also happens to include FSD transfers. It's because they are finally ready for an extra 250M* miles this month. Bring it**!
** For 1M cars to collect 1B miles in 1 month would require 1K miles on every car on FSD, which is every mile driven that month. Given maybe 50% of cars are going to get/use FSD, and if they are lucky they get 50% of those miles on FSD, one month of 'all" US cars is going to be about a quarter as much data as they already had.
*Just maybe not THAT much? Maybe 50%?
This is clearly it, as all the cars I know of are on 8.7. Given half the fleet is on 8.7, this is just another Elon
What seems likely is he should’ve said supervised FSD on all purchases of new vehicles. But he didn’t, so they had to scramble to get it out to as many people as possible. Still waiting here, two updates since he said that, still no free trial of FSD.I have two words for you: Elon. Musk. He has a very consistent history of making promises he can't/doesn't deliver on.
What firmware version does your car have?What seems likely is he should’ve said supervised FSD on all purchases of new vehicles. But he didn’t, so they had to scramble to get it out to as many people as possible. Still waiting here, two updates since he said that, still no free trial of FSD.
Tesla was already giving new owners one month of free FSD.Tesla was already giving new owners one month of free FSD. Giving everyone else (or half/most of everyone else) a free month probably didn't sway any buyers who were on the fence.
I guess you missed the news that Elon said their FSD training was no longer compute constrained which means they need more data to make the best use of their existing multi-billion dollar servers and all the new ones that are on the way.
This seems like an entirely different situation than with v11. Almost the opposite. With v11 Tesla benefited from restricting the release. More testers meant more liability but not more training since they were compute constrained.
Another big related difference is they have rebuilt the inference engines in the cars to be end to end neural nets, removing 300K+ lines of code. This means the training is mostly limited by data and compute, not by things like human labeling. In the past Tesla had over 2,000 human labelers which was another training bottle-neck.
The urgency Tesla has to release v12 to people on the 2024.8 branch is probably related to how quickly they can continue to ramp up their training compute. Personally, I hope they are also waiting to get some of their outdated maps in rural America fixed. Where I live no version of FSD can drive me to the grocery store because the 2023 Tesla map is many years out of date.
The amount of data and compute involved in giving everyone (or most of everyone) free FSD is mind boggling. This could be one of the biggest computation projects in history. The idea that Tesla did this to momentarily raise the stock price or reduce inventory or anything like that seems silly.
Tesla is a big tech company. And with big tech companies it is almost always all about the data, especially when they give you things for free.
Everything I've read and seen for years says Tesla is serious about getting FSD to actually work. Even if they are wrong or delusional, that is their plan. Spending many billions of dollars to beef up their training computers was part of that plan. So was a wide release of FSD v12. Compared to this goal, the stock price or inventories in the spring of 2024 are meaningless.
2024.8.9What firmware version does your car have?
@paulchou posted a picture of Patel's tweet in a different thread:For those on 2024.8.x with no FSD v12: there is a post on X from Tesla saying that we should get the v12, and therefore, the one-month free FSD trial, next week. According to Reddit. Last name of the dude posting this was Patel. Which means 100% guaranteed
Have you missed every single time Tesla has been sued or had NHTSA come after them? Their argument every single time is that this is L2, and is NOT "critical" software and that it cannot injure anyone. Only bad drivers not paying attention can be injured.Tesla getting these changes done so quickly in mission critical software where lives and the company's reputation are on the line is absolutely amazing.
For some people. For those with EAP, FSD is still the same subscription price as it ever was, even though buying it is cheaper than if you don't own EAP. Everything hear smells of having to do quick, uncoordinated responses to a manic CEO than some sort of 4D chess planThey just cut the subscription price in half.
Have you missed every single time Tesla has been sued or had NHTSA come after them? Their argument every single time is that this is L2, and is NOT "critical" software and that it cannot injure anyone. Only bad drivers not paying attention can be injured.
I am so confused how you think this is quick. They have had years to plan for this, yet when their CEO says "this week" they are wholly unprepared. The fact they are having to react quickly to a marketing tweet is exactly NOT how safety critical software is done. Plus, the 12% number is complete BS according to TeslaFi which shows more like 30% are still on an 8.X version. An 8.X version that they have had years to plan on how to move people off of when they need to move to FSD.
For some people. For those with EAP, FSD is still the same subscription price as it ever was, even though buying it is cheaper than if you don't own EAP. Everything hear smells of having to do quick, uncoordinated responses to a manic CEO than some sort of 4D chess plan
Of course, no matter what happens, one thing is certain. Some people will complain bitterly.
Have you missed the number of times that the people who sue Tesla lose (which is pretty much every time)? It's not because Tesla has a great legal team, it is because it always comes out that it was a user error.Have you missed every single time Tesla has been sued or had NHTSA come after them?
You can't have "user error" against a "safety critical" system.It's not because Tesla has a great legal team, it is because it always comes out that it was a user error.