Anyone who owns a Tesla and has used the new V12.3 understands why Elon is so bullish about the Robo-Taxi's. He's said they've internally seen a 5x-10x reduction in disengagements on 12.4 (already trained, out soon), and that 12.5 is even better. Their GPU stack by end of the year will also be 8x the size it was earlier this year. Combine all this together, and the "feedback loop" with millions of people using FSD, it's looking like the "vision only" strategy will work.
My question is what happens to all other car markers if it turns out Elon and Andrej Karpathy's strategy (https://www.youtube.com/watch?v=HM23sjhtk4Q) is the correct one?