I think we are saying Tesla can solve x number of scenarios per year, on flat budget. May be more than x (say 2x) - but not 10x.
So, what does that mean in terms of march of 9s ? It depends on the distribution of edge cases by their probability of occuring. In one case this leads to exponentially better FSD, in others not.
Assuming Tesla can solve 100 scenarios in a year, in this ideal case - it takes 100 scenarios to go from 90% quality to 99%, as each of them have 0.09% of occurring. Next year, again Tesla solves 100 scenarios which have 0.009% probability of (i.e. 1/10 the 1st year scenarios). So FSD goes from 99% to 99.9%.
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But if the edge cases are such that the second year ones have 0.005% probability of occurring, FSD only goes from 99% to 99.5%. So, as I said whether solving a certain number of edge cases a year results in exponentially better quality or not depends on the probability distribution.
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BUT, since we are talking about the long tail and the total of all probabilities need to be 100, it is somewhat reasonable to assume that the probability goes down exponentially i.e. asymptotically approaches zero. So, Tesla FSD can get exponentially better if
- Tesla figures out a way to solve the most probable edge cases first i.e. prioritization is very important
- Tesla doesn't start running out of enough training data / NN nodes