cliff harris
Member
I am not ignoring you. Wayve is a TINY company (based in London) compared to Tesla. They are testing their systems on Ocado delivery trucks. Whoopdy-do. I'm sure there are millions of those (there are not).I must be on your ignore list and you may never see this, but have you even looked at Wayve? They just drive with humanlike AI and don't use millions of video. If they can do it, but in a different way without all the videos you claim, then no, Tesla does have competition. Add in Nvidia/MSFT/Softbank just invested a 1 bil+ with Wayve, and they already use OEM cars now, I see them as a viable hot/"startup" threat to Tesla who can actually just leapfrog pure vision self driving.
Sorta like if a smarter AI/human drives you around.
Watch some of their videos already in testing and ask yourself it they have 0 competition. There's also MobileEye driving around I see.
If chatgpt has any lesson whatsoever, its the AI improves dramatically with scale of training data. There is a HUGE jump when you go from tons of data to ludicrous amounts. Nobody cared about openai until chatgpt 3.
Also, have we learned nothing from Tesla's early attempts at FSD? It is VERY easy to put together a decent tech demo, and impress people by showing an intervention-free drive. Tesla were doing that a long time ago. It turns out that going from 'we can get a decent video if we pick the day/weather and choose one out of 50 runs' is many orders of magnitude easier than 'drive anywhere on FSD. have fun'.
If FSD V12 was private and internal to Tesla, I would 100% agree with you, and would be very worried that cruise/waymo/wayve will be serious contenders. The fact is, there are thousands (tens maybe?) or people using FSD V12 all the time and sharing those clips on X and youtube. This is not cherry picked data, its real-world data.
I suspect wayvee are enjoying their moment in the sun, when they can raise ludicrous sums of funding from investors who have no idea how neural networks are trained or work.