IMHO Tesla will never do Robotaxis. Outside the back of an envelope the business model sucks. Musk has moved on. Fembot is his new love.
FSD sales to end users is much more lucrative than Robotaxi.
Empty seat is a huuuuge leap. It has to be 1000x safer than a sober driver because liability awards will be 1000x greater. TV and radio lawyer ads here blare "Hit by a company car or truck? Call 1-800-EZBUCKS" 24x7. FSD 12 without a safety driver is about 1000x less safe than a sober driver. So FSD needs to improve by ~1,000,000x.
How many years will 1,000,000x take? Can't say. The early gains come fast and easy -- fun times! Every time Tesla rewrites they hit the exciting steep part of a new curve. YouTubers gush! But improvement is not "exponential", or even linear. It's asymptotic. The fun soon ends and every inch becomes a grind.
The real question for me is if they'll allow eyes-off in limited situations, e.g. highways or even just highway traffic jams like Mercedes. That'd be a huge boon for Tesla owners, freeing up millions of man-hours. They'd still have to take liability, though, and it's contrary to the Level 5 / "One day the fleet wakes up" fantasy. I always say ignore what Musk says and figure out what makes sense. But in this case I don't know what they'll do.
Hi, DDW --
> MHO Tesla will never do Robotaxis.
Let me do some goal-post shifting. Really my 2 main concerns are:
1: Are the tracker's numbers any good? Let me make a couple of observations:
A: At some level, the answer is "No". I've never done the stats work on this, but the enormous variance.makes it clear that the sample size is way too small. I've mostly been looking at them for trends,, and think they show zero improvement prior to V12. My belief is that the systemic sources of bias would tend to overstate FSD's reliability, but -- User reports also show enormous variance, ranging from, 'Works like a charm!" to "Tried to kill me instantly." so really who knows? If their tester pool contains a couple more "Tried to kill me immediately" people than expected, it might be understating FSD's reliability.
B: My purely subjective sense is, I find something 80-100 miles/critical disengagement for v10/v11 consonant with my social media monitoring. I wouldn't be able to come up with any kind of hard number without the tracker, I'd just say, "Pretty bad". I regard 80-100 miles as "pretty bad," and thus am inclined to just use the tracker's numbers without deeper inquiry.
C: If the tracker's numbers are roughly correct then Tesla is presumably looking at similar numbers. This raises a whole host of interesting questions, ranging from ethical to Tesla's communications about the program's progress.
2: Here's the goal-post shifting: Whether Tesla can ever ultimately get to robotaxis or not -- and maybe they can't, due to reasons ranging from lack of compute/sensor redundancy, b-pillar camera positioning, whatever -- could they show rapid progress toward that goal as measured by the tracker? Is that possible? Is it likely? How would that work?
Guesses about FSD's likely progress range from, "Level 4 in ;24!", to, "Never". I'm just trying put some rough numbers around these issues instead of shouting back and forth. "MOAR DATA!" doesn't seem a plausible mechanism for rapid improvement, because 12.x presumably already embodies a lot of data, and returns from more data are likely to be sub-linear.
I wandered across a related discussion on Reddit:
The OP's estimates of historical progress are, I think, based on cherry-picked (I'm not saying intentionally!) stats from particular releases; my read of progress is "zero, but 12.x is a real step up." But there are some other suggestions there about why rapid progress might be acheivable.
That's the kind of conversation I hope to have. (Why am I not having that conversation on Reddit? Because I don't want to join every social media platform in existence to discuss FSD, and TMC seems to have a base of knowledgeable users who are Tesla-sympathetic and thus inclined to explaining the bull case.)
Yours,
RP