So, Waymo completed those first 10 million miles, over the course of 10 years, correct? How does that translate into FSD? Has Waymo been operating an FSD fleet for 10+ years? By this silly metric, we can include all miles driven by Tesla's on Auto Pilot as "autonomous miles". Regardless of this, you're sidestepping my entire response and counter-points to your silly absolutism's.
Yes, Waymo had a FSD fleet for those 10 years. Remember, they started with an autonomous driving prototype with solved perception, left over from Google's autonomous driving project, and then worked to improve it from there. Now, Waymo has L4 FSD. It's 20 millions miles and yes, they were all autonomous miles because they were L4 miles. No, we cannot count AP miles as autonomous because AP is classified as L2. And if you think I am cheating and being unfair by dismissing AP miles but counting Waymo miles just to make Waymo miles look better, I am not. Waymo is L4 which is considered autonomous. AP is L2 which is not considered autonomous. I am merely going with what the SAE definition of autonomous driving is. According to the SAE, L0, L1 and L2 are not autonomous, L3, L4 and L5 are autonomous. When Tesla achieves autonomous driving, either L3, L4 or L5, I will happily count those miles as autonomous.
And to your other point, yes, I am sure Tesla has worked on FSD outside of those 12 miles. But assuming that Tesla is not cheating and is truly reporting their autonomous miles to the CA DMV like they are legally required to do, then Tesla did not actually test autonomous driving on public roads. They admit as much in their letter to the CA DMV that they used other methods such as shadow mode and simulations but did not test autonomous driving on public roads hence why they did not report any miles during those other previous years. Now it is fine if Tesla used shadow mode or simulations but that is not the same as actual autonomous driving. Shadow mode is not autonomous driving. Waymo did 1.4 million miles last year in CA alone of actual autonomous driving on public roads.
If I missed another point you made, please repeat it without resorting to insults and I will happily answer it in good faith.
Have you listened to the third row podcast with the ex Tesla programmer? Episode 13. While there is no good way to verify his level of involvement nor his competence nor insight into the big picture, but he seems to think Tesla still has a large advantage. This is despite the fact that he jumped ship for competitor Waymo or Uber.
He seems to see the code rewrite as a big deal, that should usher in new features and reliability at a faster rate than what we have seen so far. He also seems to confirm that shadow mode does exists, and that small tweaks to code can be completed without a full firmware update.
I say let’s wait and see way this year brings.
I have not listened to it yet. I am curious why he left Tesla to join Waymo. That seems suspicious to me. I mean, if Tesla has such a huge advantage in FSD and Waymo is such a lost cause according to Tesla fans, then why leave the "winner" to join the "loser"? Doesn't he feel dirty working for a company which Elon says is using lidar as a crutch?
I don't think Tesla has a huge advantage when it comes to developing the software for autonomous driving. Tesla has great ML engineers but Waymo has great ML engineers too. In terms of data, yes, Tesla has 2 billion miles of AP data which is huge. But Waymo has 10 billion miles of simulation data. And Waymo has 20 million miles of real autonomous driving under their belt which is a lot more than Tesla has. So while Tesla has a lot of AP data, Waymo has a lot more simulation data and a lot more real world autonomous data than Tesla has.
However, Tesla's big advantage is that they already have a large fleet on roads with the AP software. And Tesla can upload new features quickly to the entire fleet via OTA update. So Tesla does have a huge advantage when it comes to deploying software to their fleet. If Tesla does achieve autonomous driving on the current AP3 hardware, then Tesla could upgrade the entire fleet to robotaxis with a push of an OTA update, which would be huge and would certainly jump them way ahead of Waymo. But that advantage depends on Tesla achieving FSD. Tesla still needs to solve FSD. I do think that even without achieving FSD, Tesla still has a huge advantage over other automakers in terms of deploying OTA updates. Because even deploying L2 features via OTA updates still puts Tesla ahead of other makers in terms of L2 driver assist.
I do agree that the AP code rewrite is a big deal and will usher in great features. And yes, shadow mode is real.