@mongo All you say is true of course. It does take a certain amount of faith though — given Tesla’s past lapses in delivering what they say they would — to think HW3 will magically unleash the data-driven edge.
I do think Tesla has a better-trained NN that will benefit from HW3, no doubt, but again that in itself is no proof of data-driven edge until Tesla is really showing something better than others tech-wise...
As said they do have the deployment advantage.
Oh I get the high level of wait and see. No argument there. Only pointing out that, even with the first HW3 units in the wild, nothing has been made public that lets one make an evaluation of the state of Tesla's internal NN development or data gathering. And with the fleet size, if HW3 has the extra bandwidth to run the current NN while collected new/ different data (which it should), Tesla can overcome a lot of source data related technical debt, if it needs to.
The post would have made more sense if it were a reply to one that said "OMG HW3 is out!!!!! Telsa's NN is so boss. Squee!!!!"