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Looks like Xai has closed a funding round successfully. I suspect now this will result in some helpful buzz.

The auto is the foundational robot that meets everyday humanity. AI makes that auto deliver the inflection point improvement (10x) that Andy Grove found so critical - the killer application. Buckle up. IMO

Interesting, Cramer on CNBC swooning over NVDA and Musk getting the true path for AI breaks biggest for autos. Very impressed that Jensen is so impressed with Musk. YMMV

Interesting, thanks for the details. Fits with the idea that AM radio reception might require some quality filtering.

Not sure how you define “lately”, but Kimbal was the one that revealed that the board was not properly informed related to that billion dollar venture into crypto. I believe that set the stage for the departure of Zach whose job it was to inform the board. Others may disagree but I count this...

My opinion here, HD lives in the past. They had the Buell performance brand but it was anathema to their HD life style brand of noise and chrome. Rather than just sell the brand, they killed it. Their toe tip into EVs is about keeping their hold on police bikes. EVs are compelling to police...

Not to get too wonky on quality systems, but almost everything requires calibration periodically. There are many stresses - thermal, component decay, etc. My Tesla has two different tire brands on the rear. They are wearing differently. Tesla SW keeps advising me that there is a tire tread...

A large part of what we may be asking relates to human nature. Human nature requires speed limits. Human nature requires stop signs and on and on. We build a world of laws because it better than than a world of brutes and emotional manifestations of frustration, possession or egotism… If we...

There may be brilliance in exquisitely trained NNs that we cannot conceive of. There may be a level of possible behavior that is beyond most human conception. These are likely to be judged harshly by humans in our typical short sightedness and this is likely unavoidable. I offer a real...

The consumer vehicle network is mostly in place. The heavy truck charging network needs to be developed in order for high usage EV trucking to eclipse ICE trucking.

I understand the feeling of cognitive dissonance and confusion. How does this make sense! One path to consider revolves around maximizing usage. Consumer vehicles are not usage efficient. Consider a future where ice dealerships consortiums buy the SC network in totality with Tesla a...

There is a difference between “are we there?” and “can we get there?”. I could not see how a global RT design was possible but now I think there may be a path to a design that makes it possible… maybe. FSD is part of solving multiple problems. Tesla Vision NN is refining the controls (driving...

For me .6 stopped quite civilly for a flag person (holding a stop sign) for the first time. I was first in a long line entering a construction zone so no lead car. I think there was a visual also but it was tiny. FSD started haltingly when sign was flipped to “slow” and I intervened to get...

Yes, it seems a couple hundred pending for now.

Happy 420 day to those so inclined! For some it is everyday mailbox day but today it is also firmware day. Welcome 12.3.5 The quality of firmware is not strained. It dropeth as the gentle rain upon the ground beneath. It is twice blessed … etc etc etc

Running 12.3.4 for a local trip. Similar to 12.3.3, it misreads numbers on roadside signs as speed limit signs. In this case, in a 45 mph zone it dropped the speed to 20 mph for about a mile until encountering a proper 45 mph sign. The general impression was that it kept under the posted...

Wes Roth favorably reviewing reports on Grok Vision… Seems to be doing well with real world truth which fits with Optimus and FSDS.

This sign is particularly unfortunate. This surface street is 25 mph zone approaching a school zone. School zone is 15 when flashing (obscured by temporary sign in photo). Approaching via FSDS 12.3.3 speed limit bumps up from 25 to 40 about 300’ before the school zone (not honored if...

If latency can be reduced sufficiently (big if), why not use steering instead. Enhance mobility and avoid the need to emergency brake at all. Steer out of the problem beyond the ability of biological reaction time. The best emergency stop is….. well, you know.

Cathy Wood very positive on TSLA on CNBC.

I would posit that acceleration is an introduced problem. The acceleration I am encountering is novel to recent FSD IMO. Where is this coming from? It is not from millions of miles of actual data. This seems emergent or residual from something. It is almost like an artifact from using...

12.3.3 two comments. Pretty sure school zones have yet to be implemented. Seems to have a regression related to again misreading certain road side signs as speed limit signs. FSD would mistakenly interpret smallish signs as speed limit signs a year or more ago and it was corrected. Today...

Mapping data won’t work for school busses which require a full stop when loading or unloading.

Improved visualization! I wonder if it now renders school busses correctly?

We are making progress toward feature complete but not there. Probably could be broken down further to particular areas but the point is progress toward feature complete.

I like 12.3 and recognize it as a significant improvement in many ways. About 10 minutes into my second drive this morning I encountered a stopped full size yellow school bus. Red lights flashing, physical stop sign folded out toward opposing traffic lane (me), barrier bar extended into road...

Can confirm 12.3 is coming into PA tonight. This means a few things I’ve considered will likely be revised. A good thing.

Control group?

Everybody is watching for their particular V12 confirmation. For me and the background I come from which is a very high quality and critical product world, I don't see that end to end NN has a timely method of validation. That validation has to be signed off by QA. At some point after FSD...

It is interesting how varied driving experiences can be. In some parts of the country encountering school busses is a near daily event. I would think all those encounters would have to be in the NN training material for V12 so maybe soon we’ll get some comments. Thanks for your quick response🙂

Have you been able to comment on how V12 handles approaching school buses stopped with their flashing lights on?

Correct, I watched a YT channel with some actual lawyers when this decision first was released and they predicted a multibillion fees/award was coming. The amount is mostly meaningless if Tesla appeals and wins on appeal. If Tesla loses on appeal only then does this decision begin to have...

Seems that way. I look forward to one of the V 12 testers commenting since I would welcome being mistaken.

Number 34 is a chilling. I don’t get how this remains such a difficult problem…flashing lights, signs and moving stuff.

At some point the mechanics of driving safely will need to include a component of human comfort. AI will need to not only view the outside world but also have millions of miles of cabin data to solve the human comfort component. What acts of driving make humans uncomfortable (squirm factor)...

I see the market excited about delivered results right now but part of the market is also looking 6 months or so into the future. Mindful that rates are likely at the top, 6 months from now the mood of the market will be in anticipation of coming rate cuts. This will goose stocks like TSLA...

Been noting the fees I pay selling covered calls on E*Trade which seem standard ish at 0.65 per contract. Some trading platforms don’t seem to have these fees. Any comments appreciated re low cost options trading platforms. Been looking over MooMoo for instance.

That’s promising. Tuesday schools reopen. I will be impressed if V12 begins to handle school zones and particularly approaching boarding school buses in some manner. A stop is required in many/all? states - lights flashing and all. If V12 is trained on real video from surface street...

I had a Jeep Gran Cherokee I could use to trailer trash to the dump although it would overheat a bit. Sold it and trailer in anticipation of CT but CT feature set for driving to the dump bit of overkill. I need ground clearance, tow package, AWD so some model Y Adventure configuration with...

You could be correct. Alternately, consider a factory operating at reduced air pressure. How would variable air pressure impact robotic calibration and at what speed does air pressure materially affect accuracy? Learning about variable air pressure is interesting. How does airborne dust...

I would essentially agree but add that NN training should not rely on GPS. Vision is the key training input. Even before GPS existed, a driver knew which rules likely applied simply by looking at the most common license plates recently observed or by the shape and format of traffic signs...

This is a great question. I “think” their design model would try to avoid this but on some level it might come into play.

Thanks for your comment. I wish you were fully correct but I am not so certain. It could result that a single example in the training set improved many experiences in many cities but similarly the next example might regress half those cities. I don’t understand their training method to be...

I don’t think this computes. It will make it different. Maybe not worse but we don’t know in certainty. When you change the training data by the addition of different (rainy) data, you get a different result. That’s why it is done. Nothing in this process can prevent regression. Over sample...

The point is “moving“ not the particular destination of the moment. There is always a better location, better laws, better politics, greener pastures etc. The best stake in the ground is no stake in the ground. Increasingly what is best for SpaceX wins the day. EM has clearly stated he is...

I don’t see much of a pattern of planting, more of just moving a lot. Next move seems likely to be further south toward Mexico. Being largely self funding these days, Banking would not be as much of an issue. Work force issues with bots going away soon. MeXico is a rising star that would...

I see your point for traditional fixed manufacturing lines and there will be some of that. Outside the box thinking focuses exactly on hands. Imagine tasks reduced to hand functions. AI moves among bots delivering as many hands as required for each task. Complete flexibility by the second...

I am beginning to think there will be a dual path to FSD. V11 will continue to improve in one form or another. V12 morphs into a training/research method. V12 becomes a source of example weights that can be modular black boxes supervised by validated code. YMMV

CT in China labeled as Urban Traveling Wagon rather than “truck”. Interesting.

Agreed, CT proven technology is the key. Lunar rovers may use 4 wheel steering and steer by wire and smaller/lighter 48 v motor tech, AI etc Although I love SS on the CT, I think coiled SS rolls will be lifted to orbit as a material and the knowledge/skills from CT fabrication will be key to...