Autonomy Investor Day - April 22 at 2pm ET

[diplomat33]

I am so glad I paid for FSD.

 

[Daniel in SD]

Why would you need something three times better if the current hardware can do FSD?

 

[electronblue]

I am so glad I paid for FSD.

We are watching the same presentation right?

Is there something unexpected here?

What am I missing? The patent has been out for a while now right?

Let’s hope those demos bring some news on the software front.

 

[diplomat33]

Why would you need something three times better if the current hardware can do FSD?

Because Tesla is already thinking ahead to make sure they stay competitive.

 

[electronblue]

”How defensible is your chip from an IP point of view” by the way was a clear reason for this day in my view. Tesla is showcasing their hardware intellectual property so far.

 

[timewasted]

Did Elon just confirm that AP2 won't be upgraded? He said something along the lines of "there will be a million FSD cars, of course some of them will be running AP2, but we can still get data from them".

 

[azred]

Mentioned 2.5 to 3 but silent about 2.0. As a 2.0 owner that is concerning.

 

[brkaus]

Mentioned 2.5 to 3 but silent about 2.0. As a 2.0 owner that is concerning.

They have used AP2/AP2.5 somewhat interchangable for a while. But yes, those of us with AP2.0 appear to be left behind so far.

 

[Xminus6]

Why would you need something three times better if the current hardware can do FSD?

Most likely power consumption. The power consumption numbers they gave were a lot higher than I expected.

 

[Ludalicious]

They have used AP2/AP2.5 somewhat interchangable for a while. But yes, those of us with AP2.0 appear to be left behind so far.

agreed... I am waiting for the 2.0 question.... What a waste of questions if this is not brought up.

 

[Ludalicious]

maybe they were screened on what questions are not to be asked

 

[outdoors]

Probability of iguana, and Japanese Spaniels.

 

[electronblue]

Did Elon just confirm that AP2 won't be upgraded? He said something along the lines of "there will be a million FSD cars, of course some of them will be running AP2, but we can still get data from them".

There could be a benign answer still to that one. ”AP2” in this context could mean those AP2.x non-FSD (EAP/AP only or none) cars that won’t be upgraded to HW3.

After all there will be a fleet of AP2.5 cars that won’t be upgraded either — those without FSD. Tesla’s point there in my view was they can still get data from that fleet too.

 

[Xminus6]

Mentioned 2.5 to 3 but silent about 2.0. As a 2.0 owner that is concerning.

It didn’t concern me. I think he’s rightly assuming that not every AP2 owner will opt for the upgrade to the new computer. I’m still undecided on it myself.

 

[Bladerskb]

All cars produced now have FSD hardware installed - about 7x better than NVIDIAs chip

 

[destructure00]

This explanation of the NN learning is fascinating. I love it.

 

[electronblue]

Processing power is not something that usually keeps people awake on autonomous driving. The chips look nice as expected but let’s hope the NN presentation and demos show some real progress where it counts: the software that delivers Level 5 and makes Lidar doomed.

 

[eXntrc]

This is FASCINATING stuff. And he actually just used the term "Shadow Mode". Is this the first time they've publicly confirmed shadow mode?

 

[Big Dog]

Did Elon just confirm that AP2 won't be upgraded? He said something along the lines of "there will be a million FSD cars, of course some of them will be running AP2, but we can still get data from them".

Folks who paid for FSD will get upgraded. If you only have AP, highly unlikely.

 

[thewishmaster]

Any numbers to compare with for a <100W TDP?