I suddenly found my FSD, expires tomorrow, got updated to V12.3. Had a chance to do one 40 min trip, and two 15 min trips. Only 1 intervention, happened on I-280 to 880 highway ramp, at the meter. It didn't recognize the green light and held still for two green lights, and I had to step on the pedal to make it go. The other miss was when I exiting a plaza, it made a right turn but the right two tires were going through the curb. Maybe I started the FSD too late and it didn't see the exit clearly. Otherwise no big problems. Kind of slow and hesitant on situations which it should have accelerated though.
One thing that is not related to performance, but makes the experience way way way better is that, it didn't show the "apply slight turning force on the wheel" message even one time, which at V11 it happened every 2 min - 5 min. Looks like it knows the driver is still paying attention through other means.
How does this affect the TSLA SP? Probably not soon, but it is a yeast, and one day it will pop out and everyone will know that Tesla is the only capable company to provide FSD. At that time, SP might go up by 100%, and then people will find that it doesn't contribute to revenue immediately and sell off again. But ultimately it will become a money printer.
Side topic: We all know that FSD is a real meaningful AI application, but how do you feel about ChatGPT up to this point? To me it feels just like a helper tool for entertainnment and art creation industry, but not really meaningful otherwise. Teach me more on why every company is jumping into that.