thedaysbetween
Member
FSD is like soccer. "Soccer is America's sport of the future -- as it has been since 1972."
Yes. I think basically everything pales in comparison to the value of robotaxi or personal driving. I mean, it's just -- I mean, that just tends to warm everything. You just go from having an asset that is -- has a utility of perhaps 12 hours a week per passenger car to maybe around 50 or 60 hours a week to a 5x increase in the utility of the asset. The cost didn't change. Yes. So, that's where just things just we had -- just kind of where’s your mind.
If you assume that with no driver, an intervention or disengagement results in a crash....at ~10,000 miles per disengagement every single car in the fleet is crashing about once/year at "normal" 10k miles/year drive time. If Tesla is anticipating a robotaxi will drive more like 90k-100k miles...at 90k miles per disengagement that's still one crash per vehicle in the fleet per year. That's not remotely insurable. And Elon is touting "a very small number of interventions per mile" as good progress and evidence that level 4 FSD is close (this year). I mean, come on. Just do some math. On average, there is one vehicle crash in the U.S. for every ~530k miles (6m vehicle crashes per year, 3.2 trillion vehicle miles traveled).But I think anyone who's been in the FSD beta program, I mean, if they were just to plot the progress of the beta interventions per mile, it's obviously trending to a very small number of interventions per mile and pace of improvement is fast.
Disengagement numbers are only loosely related to the collision rate. For example in Waymo's autonomous testing they found that 99.9% of their disengagements would not have resulted in a collision had they not occurred (https://storage.googleapis.com/sdc-...Waymo-Public-Road-Safety-Performance-Data.pdf). You have to go back and simulate what would have happened.If you assume that with no driver, an intervention or disengagement results in a crash....at ~10,000 miles per disengagement every single car in the fleet is crashing about once/year at "normal" 10k miles/year drive time. If Tesla is anticipating a robotaxi will drive more like 90k-100k miles...at 90k miles per disengagement that's still one crash per vehicle in the fleet per year. That's not remotely insurable. And Elon is touting "a very small number of interventions per mile" as good progress and evidence that level 4 FSD is close (this year). I mean, come on. Just do some math.
Obviously the manufacturer of the system will be responsible if the collision is caused by a fault in the system. A robotaxi can't required a driver!Level 4 does still allow for human override as an option, but does someone want to explain how a robotaxi network would work where a person has to sit in the driver seat to intervene? Who's assuming the risk in that scenario? Would Tesla even roll out robotaxis where a rider has to constantly monitor the vehicle?
Did Elon just *HALVE* the projected "utility hours" of a Tesla robotaxi or am I misunderstanding?
I'm not really sure where to put this as it could go in a few different threads. Please feel free to move if needed.
View attachment 760933
This was a slide from Autonomy Day, 2019. I want to focus on the miles....16mph x 16 hours / day or ~112 hours per week (let's ignore the logic that the demand for robotaxis is not constant for 24 hours/day, the vehicle will need time to charge, etc.).
Let's go to the latest Earnings Call (from yesterday):
Did Elon just *HALVE* the projected "utility hours" of a Tesla robotaxi or am I misunderstanding?
Additionally...
If you assume that with no driver, an intervention or disengagement results in a crash....at ~10,000 miles per disengagement every single car in the fleet is crashing about once/year at "normal" 10k miles/year drive time. If Tesla is anticipating a robotaxi will drive more like 90k-100k miles...at 90k miles per disengagement that's still one crash per vehicle in the fleet per year. That's not remotely insurable. And Elon is touting "a very small number of interventions per mile" as good progress and evidence that level 4 FSD is close (this year). I mean, come on. Just do some math. On average, there is one vehicle crash in the U.S. for every ~530k miles (6m vehicle crashes per year, 3.2 trillion vehicle miles traveled).
Level 4 does still allow for human override as an option, but does someone want to explain how a robotaxi network would work where a person has to sit in the driver seat to intervene? Who's assuming the risk in that scenario? Would Tesla even roll out robotaxis where a rider has to constantly monitor the vehicle?
And there we have itOr to put it another way: Elon's proclamations are total bull…