My view:
- EM thinks FSD is possible and they have a team working on it. BTW, a smaller NN model is progress, it means they have made it more efficient -- same functionality, less memory. Now they can grow it again with new functionality.
- AP1 = Mobileye object-recognition + Tesla driving-logic.
- AP2 = Tesla NN object recognition + Tesla driving-logic.
- FSD = deep NN + integrated mapping and route-planning.
- AP1/AP2 and FSD are separate teams. Features might cross-over, but would require separate development, or the two codebases running in parallel.
- Automatic wipers are nice, but I have survived my entire life without them -- they are a low-priority goal for teams tahh have much else on their plates.
- Choice was: add AP2 hw to all cars, or face having a large number of cars not AP2/FSD capable. They chose the best hw available for an affordable price. hw improves all the time, and installed hw will change. The processing unit is easily retrofittable. *If* hw2.5 is needed, it can be retrofitted into the (relative to number of Model 3s) small number of S/X.
- Development trials during October were mainly debugging the hacked on mapping and route-planning software onto the NN model. The November demo had no interventions. I say that is a quite effective *demo* -- but always take demos with a grain of salt -- they usually reflect a specific set of circumstances. The difficulty with true FSD is generalizing it to most situations.
I think that we should put ourselves into the shoes of Tesla. They are juggling sw and hw development. They took a risk by installing AP2 hw into *every* car. Sw development is always fraught with delays -- this is especially true for NN development, which is on the bleeding-edge. I feel that EM is being honest in his foresight given what he kwows/knew at the time of his predictions. He is overly optimistic in his time estimates, and we can account for that, but I think his optimism has actually sped development.
All the focus is on getting the 3-ramp done. Most hw and sw teams will be focused on that. I thin kit is going better than I had expected.