I'm with you here. I think there are several folks wanting to discredit any new approach, not just
@Knightshade. 1% of me thinks the narrative is intentional.
(see disclaimer below).
I have recently been posting in the FSD V12 thread mentioned, sharing some quirks etc. But to keep it high level in this thread, I'm pretty tech savy, use GPTs daily, and have been through every FSD rev since public. As a result, I also think geo-fenced and/or limited use cases are possible very soon (
25% confident in this quarter, 50% in this year). But I was thinking in a few weeks is also possible for 10%.
What I don't know is if this will help Tesla achieve it's goals - such as to get more data to approach 10x safety ASAP. This move would not be for inducing value into the stock, unless Burnt Hair is still the plan AND there was no added risk in exchange for any benefits from system or social adaptation. I've also concluded the reason I don't have V12 yet is due to hyper awareness in the media.
(Disclaimer, I watched Lupin - The Art of the Disguise feels similar here. Who is in this room?)