Zhelko Dimic
Careful bull
I have disagreed with your post, as I feel you attacked Dave and James while attributing them wrongful motives. They're both interested in truth, and don't need to care about money, or pump the stock - @DaveT motivation is to do something meaningful and good for the world, and this is why he keeps accumulating capital trough TSLA holding - it's not to become rich beyond any measurement. After you've been on this board for years, I'm disappointed that you know so little about Dave.That's like only watching Fox News and to a lesser extent CNN and then one day coming out to the real world and realizing most of what they were saying is complete BS and not even reflective of reality at all.
You gotta understand that Dave and James Douma are not there to educate you, they are there to brain-wash you. Dave has like what 99% of his network in Tesla? James 85%. These people has literally every bit of their money in Tesla. They are motivated to pump it up as much as they can.
As I said before, i could record a full video clip of all the downright blantly false statements that James Douma makes and I'm not talking about opinion based statements. I'm talking about statement equivalent to saying "the earth is flat" in the AV industry.
For example take a look at the very last Dave interview with James:
Dave: "In 5 years I don't know whose gonna have 60,000 vehicles testing L4 on beta testers, i don't whats their hope, what's their plan"
James Douma : "You have to have 1 million cars with cameras out with people driving around collecting data. I will believe that other people are serious when Ford or GM or VW are shipping cars with boatload of sensors, like an FSD compatible suite, that they don't have software for...When I see other companies doing that then I'll think they are super serious. Why isn't everybody else doing this. I'm confused by everybody else. Why isn't ONE GUY doing this."
What you see displayed is the level of utter ignorance and cluelessness Dave and James has when it comes to the AV industry. First James says you need 1 million. Remember before it was that you need 100k, then 250k, then 500k.. Notice the trend here? Its whatever number of cars that Tesla has/ Its not that you need 1 million cars, its that you need to be Tesla. These are tesla fanatics whose brain can't process anything outside of the Tesla universe. If you don't have the Tesla sticker. Then you're just not cutting it.
Then he says there's not a single company that are shipping cars with a boatload of sensors like whats on Tesla. Not only is he wrong, but they are shipping cars with better hardware and with software already developed for it.
So even if you use James nonsense criteria. His own criteria proves him wrong.
Remember that Tesla AP2 originally ship with 10 TOPs and now with compute of 144 TOPs. Its also worth pointing out that In the world of gathering data, even 1 TOPs is sufficient
Tesla - 12 low resolution (all 1.2 mp) cameras, 12x ultrasonics, 1 forward radar / also removed, 10 TOPS / 144 TOPS
Just to name a few:
- 2021 Zeekr 001 - 11 (all 8mp) high resolution cameras, 1x radar, 12x ultrasonics, 30-32 TOPs
- 2021 BAIC arcfox - 12 high resolution cameras, 6x radars, 12x ultrasonics, 3x high resolution lidars, 800 TOPS
- 2020 Xpeng P7 - 13 cameras 5x 5th gen radars, 12x ultrasonics, 30 TOPS.
- 2021 Xpeng P5 - 13 high resolution cameras, 5x 5th gen radars, 2x high resolution lidars, 12x ultrasonics, 30 TOPS
- 2022 Xpeng G9 - 13 high resolution cameras (forward is 8mp & sides are 2.9 mp) , 5x 5th gen radars, 2x high resolution lidars, 12x ultrasonics, 508 TOPS
- 2022 Volvo - 360 camera, 5x radar, 12x ultrasonics, 254 TOPS
- 2022 NIO ET7 - 11 high resolution cameras (7x 8mp, 4x 5mp), 5x 5th gen radars, 1x high resolution long range lidar, 12x ultrasonics, 1016 TOPS
- 2022 NIO ET5 - 11 high resolution cameras (7x 8mp, 4x 5mp), 5x 5th gen radars, 1x high resolution long range lidar, 12x ultrasonics, 1016 TOPS
- 2023 Cadillac Lyriq - 360 cameras, 5x radars, 1x forward lidar, 12 ultrasonics, 300 TOPS
- 2022 WM Motor M7 - 11 high resolution cameras (7x 8mp, 4x 5mp), 5x radars, 3x high resolution lidar, 12x ultrasonics, 1016 TOPS
- 2022 Zhiji IM Motors - 15 high resolution cameras, 5x radars,12x ultrasonics, 508+ TOPS
I could keep going...its pointless.
Now onto the software. Now what does FSD Beta do? Door to door L2 driving. Are there softwares out there in development and about to be developed that will do the same thing and even exceed FSD beta in reliability and performance? YES! James and Dave claim there isn't.
- 1) Mobileye Supervision on the Zeekr 001, OTA in a few months (door to door, works anywhere in china)
- 2) Huawei Autopilot on the BAIC Arcfox Alpha S HI (door to door, works on dozens of mapped china cities, with dozens being added each quarter)
- 3) Xpeng Xpilot 3.5 on the Xpeng P5 (door to door, works on mapped roads, no details on which places are mapped)
- 4) GM Ultracruise on the Cadillac Lyriq (door to door, works anywhere in the US)
So you see that these people are spreading huge misinformation and when you look at their other comments, for example
James Douma basically said other companies have been paralyzed and made "no progress in 5 years". He equates actually having L4 robotaxi running in an city as no progress. But a L2 system that you have to grab the wheel from, to avoid it killing you every acouple minutes as major progress. You realize that these people have absolutely no clue what they are talking about or what's going on in the industry.
There's alot more in that interview that's blantly wrong/misinformation.
James Douma himself has mentioned in one of the interviews (I'm paraphrasing) that he doesn't track China and doesn't know what is going on there, and it's possible best Tesla competition will come out of there.
Which is in line with your post.
I also found your post informative - where do you get all the info on progress in China?