Why would Legacy partner up with Tesla 9 years ago when they are a nobody with high bankruptcy risk? And why would they want the tiny number of supercharging stations Tesla offered to sell their non-existent EVs?
I see what you are saying.
Moreover unlike superchargers - where really Tesla is the only game in town, MobilEye is a very strong competitor in the legacy ADAS market.Probably insurance underwriters would start pushing customers into Tesla adas. Mobile eye is a strong competitor but not in performance. Legacy should already by using Teslas already when it's the only car that didn't hit a dummy during NCAP test. If that bar has been set, then I wonder how it's acceptable and not a full blown recall when your cars are allowed on the road with a faulty AEB system.I see what you are saying.
How long will it be before FSD/AP can achieve the same reliability as superchargers ?
I think we are getting off topic. If you want - we can continue in the FSD thread. For the record I disagree with you (in the short term, anyway).
I'm hoping to be wrong as I honestly don't want to roll any of my leaps. However we just never know when there's a gigantic wave of short burning in the next year or two.
If you have sold leaps - who knows what will happen in the next 2 years ? GM can go up, they can release the next gen vehicle etc. I never sell anything more than a week (or two).
We are apparently very close to the thousands of miles mark. If you watch the videos of these live stream, people are throwing FSD into parade/traffic/rush hour situations and have 1 intervention in a 1-3hr drive. Only thing more difficult if it's snowing with ICE + a parade and mutliple road blocks and construction zone. Before V11 would have gone maybe a couple of minutes in those situations before an intervention. This is a pretty huge deal. Sometimes the difference between an intervention and having no intervention is fixing one thing...like road closure reroutes.
I won't really go by what we see on YT. Let us get it in our car and then we'll see. As I wrote earlier I go on multiple trips with no interventions every month on V11.
I was referring to live streams on X from skeptics. 3hr live stream through downtown LA during rush hour with 1 disengagement. These are the type of people looking for problems. Performance like this never happened on v11. People are raving about it because it's real.
Any source for only 10% of those who purchased FSD use it? I now use it every time I drive. A couple of years ago I would only use it on trips, but since V11 I use it regularly in town too.
Estimate based on #of miles on FSD that Tesla publishes. IIRC comes to about 1 mile per car per day. So, my guess is only 10% use it for about 10 miles a day. This was sometime back - haven't checked it lately.
In Q4 they said 400k FSD cars and 225 million miles. That is 560 miles per car in 3 months or about 6 miles per day per car.
Just downloaded v12. So, I can say what it feels like in a day or two. But seeing some positive reviews from usual sceptics in the FSD sub-forum. So, looks like V12 has fixed some long standing FSD issues around jerkiness.
It has definitely gained many new abilities. It finally works with gated communities vs slamming on the brake and gets stuck. I still need further testing but the one drive I had was very impressive.
After my first drive - I've to say I'm pleasantly surprised. Except for speed control no real regression to speak of. Many positives.
As @EVNow already pointed out, all the possible licensing wins are going to Mobileye. The narrative gets pushed alot that everyone will license Tesla FSD, etc. But the same people don't even know what the current ADAS landscape looks like. So they continue to create narrative like the above.
Yes we know all licensing deals are going to mobile eye, however they are objectively worst than Tesla's and more expensive. Tesla hardware cost less than 500 bucks. Mobile eyes gross margin is 53% after charging people 6k for their system, putting their cogs at 2700 dollars.As @EVNow already pointed out, all the possible licensing wins are going to Mobileye. The narrative gets pushed alot that everyone will license Tesla FSD, etc. But the same people don't even know what the current ADAS landscape looks like. So they continue to create narrative like the above.
But if you look for the truth you will see at every potentially licensing deal, Mobileye beats out Tesla.
For example with this announcement today:
Volkswagen Group intensifies collaboration with Mobileye | Mobileye News
Volkswagen and Mobileye will bring new automated driving functions to series production based on the Mobileye SuperVision™ and Mobileye Chauffeur™ platforms.www.mobileye.com
But this is the response you will get from typical Tesla fans:
Note the fact he literally has no grid on what happens in the ADAS industry.
Nvidia is mainly a hardware provider for companies that are doing 100% in-house system and the competitor to their Drive platform (chips) is Qualcomm Ride Platform (similar compute power but cheaper) which VW is already developing on for their 100% in-house system (whenever if ever it comes out).
Nvidia doesn't focus on user-end software and their current only partnership with Mercedes to do so haven't produced anything.
So the company that is actually the leader in licensed ADAS software and features is Mobiileye, Nvidia literally has nothing to offer in that department. So Omar is demonstrating how he knows ZERO about ADAS and likewise the AV industry. And ofcourse none of his fanbase in the replies is gonna catch it because they are just as clueless, its the perfect example of the blind leading the blind.
