Autonomy Investor Day - April 22 at 2pm ET

[Ludalicious]

Well, it seems this event didn't really tell us much about where they really are. The technical presentations were good (especially Karpathy's), but mostly on an "engineering for laymen" level (which was probably appropriate given the audience at an investor event). But how close are they really to solving the current shortcomings of Autopilot? From remarks by Karpathy and Musk it sounded like the AI team is still pretty much exclusively focused on vision and perception, while driving policy is still driven by hand-coded heuristics. But the latter is what is currently lacking. The non-answers by Musk and Karpathy when someone asked when the lane merging behavior might improve seemed telling.

Let's hope we get some good reports from the driving demos.

Ya noticed that too..... If you dont mind the odd fender bender.. LOL

 

[S4WRXTTCS]

I'm a little concerned about the health and well being of Blader.

Listening to Elon talk about the Robotaxi probably gave him a brain aneurysm. Especially the no HD maps part, and the L5 part.

 

[electronblue]

I'm a little concerned about the health and well being of Blader.

Listening to Elon talk about the Robotaxi probably gave him a brain aneurysm.

Because he believed Elon... or because he did not?

 

[pilotSteve]

Great (technical) presentations, pretty lame questions. And $TSLA closed down over $10.50 per share for the day? WHAT?

 

[eXntrc]

Unfortunately I had to pause the stream for a meeting. I came back and watched about 5 minutes before it cut off and now I see a message "This video is unavailable." Anyone know if this will be converted to watch-on-demand? I don't see anything on the Tesla channel.

 

[CarlK]

Elon just acknowledged that Tesla would be liable for an accident.

So at least we got that one.

That probably means supplemental insurance coverage under the TeslaNet. Kind of like how Uber does it.

 

[electronblue]

Great (technical) presentations, pretty lame questions. And $TSLA closed down over $10.50 per share for the day? WHAT?

The robotaxi story is great.

It really is.

It is a game over move to the entire (competing) industry.

The question the market must be pondering is: Is it real or is it Theranos.

 

[Big Dog]

ok, where's the new pricing for FSD? Or does that have to wait until after the demo drives?

 

[electronblue]

ok, where's the new pricing for FSD? Or does that have to wait until after the demo drives?

Demand lever was just pulled so you’ll have to wait until May 1st of course.

 

[Eno Deb]

The robotaxi story is great.

It really is.

It is a game over move to the entire (competing) industry.

The question the market must be pondering is: Is it real or is it Theranos.

There is really nothing new about this story. Very similar presentations about the economics of self-driving vehicles were used by countless Silicon Valley startups a few years ago to convince venture capitalists to invest. The key issue is feasibility.

 

[bedoig]

Unfortunately I had to pause the stream for a meeting. I came back and watched about 5 minutes before it cut off and now I see a message "This video is unavailable." Anyone know if this will be converted to watch-on-demand? I don't see anything on the Tesla channel.

Same here. Only got about 10 minutes into Karpathy's part.

 

[diplomat33]

It was Level 3+ Q2 next year early in the presentation. But later Musk was asked about what does FSD feature complete mean at end of 2019 — and he said yes to ”Level 5 no geofence”.

I think he means L5 in terms of feature complete, ie the car will have all the driving features that a L5 needs to have, but not necessarily the reliability of L5 yet. Elon has often that made that distinction before between the car having the features and the car using those features reliably. Elon has been consistent that the cars will be feature complete this year but take time before they actually get to L3+ reliability.

 

[CarlK]

I'm a little concerned about the health and well being of Blader.

Listening to Elon talk about the Robotaxi probably gave him a brain aneurysm. Especially the no HD maps part, and the L5 part.

He should have borrowed some thick skin from electronblue.

 

[electronblue]

There is really nothing new about this story. Very similar presentations about the economics of self-driving vehicles were used by countless Silicon Valley startups a few years ago to convince venture capitalists to invest. The key issue is feasibility.

Of course there is nothing new about the story.

But this time it does not come from a startup but from a company which has the product in production and shipping to customers saying getting feature complete to Level 5 no geofence is end of this year.

They must be close — or they must be lying. That is what the market is now pondering.

 

[odddiv]

it's interesting how many people seem to have missed the details and are saying Elon committed to having L5 on city streets this year. He didn't.
Feature complete was called out at as having the cars/network having the capability of doing so.
The next step was Tesla being comfortable in turning it on - there was no date given for that.
The third step was regulatory approval. The only date given there was that Elon felt that that would happen somewhere next year.

Did I just miss something, because that's what I saw/heard?

 

[CarlK]

Too bad we aren't able to watch those test drives. I hope someone will show that later.

 

[electronblue]

I think he means L5 in terms of feature complete, ie the car will have all the driving features that a L5 needs to have, but not necessarily the reliability of L5 yet. Elon has often that made that distinction before between the car having the features and the car using those features reliably. Elon has been consistent that the cars will be feature complete this year but take time before they actually get to L3+ reliability.

Level 5 feature complete but simply lacking reliability end of 2019 still a massive accomplishment.

Level 5 people. All weather, all conditions, no steering wheel required.

 

[electronblue]

it's interesting how many people seem to have missed the details and are saying Elon committed to having L5 on city streets this year. He didn't.
Feature complete was called out at as having the cars/network having the capability of doing so.
The next step was Tesla being comfortable in turning it on - there was no date given for that.
The third step was regulatory approval. The only date given there was that Elon felt that that would happen somewhere next year.

Did I just miss something, because that's what I saw/heard?

You missed it.

It was asked what does he mean by feature complete end of 2019 and that does he mean Level 5 no geofence — and Elon answered Yes.

 

[Eno Deb]

Of course there is nothing new about the story.

But this time it does not come from a startup but from a company which has the product in production and shipping to customers saying getting feature complete to Level 5 no geofence is end of this year.

Well, I disagree. They just barely mastered car production at scale (and, surprise, Elon discovered that it is "really hard"). When it comes to autonomy, they are very much a startup like everyone else. I don't believe for a second that they'll have anything approaching level 5 by the end of the year.

 

[caligula666]

So... I understand some of you are excited by Tesla sharing more plans, timelines, ideas, etc. All good. For those who are more into “actual” things, did they show/demo anything new FSD wise that’s in some cars today? I couldn’t watch it all, so wondering.