All about risk.
It's not perfect, but it keeps better with every release. They are ahead of everyone else by a long shot.
They're ahead of other players because they have:
1. Hundreds of thousands of cars on the streets with FSD hardware
2. More data than anyone else
3. Their own neural network accelerator chip.
I’d like to remind you as well that Google, aka waymo, had their nn accelerators for half a decade already.
> I’d like to remind you as well that Google, aka Waymo, had their nn accelerators for half a decade already.
That's true, but you need something mobile and low power for a car. I don't know if Waymo really has an equivalent there.
Also, it's an advantage for Tesla to have their own regardless, because of cost. Tesla can probably make their FSD computer for $200. If you are a third party and you want to buy Waymo's solution, they will sell it to you for thousands.
Very good L2, but nowhere close to customer ready self driving.
As I said, it’s very impressive for level 2. But just because it can do more stuff that any other publicly available l2 system, it doesn’t make it self driving system. And Tesla knows that. They’ve quietly walked back most of their claims. They used to advertise it as level 5, that you can go to sleep. Now they advertise FSD as system that requires full human attention, and only missing thing is auto steer on city streets.
You can call that L2 if you want, but I feel that's disingenuous. It's way ahead of anything anybody else has except Waymo, with the difference that Tesla's system will drive anywhere in the US.
You can say, sure, but you still need to watch it all the time. Yeah, but the number of interventions that you need to make is becoming less and less.