Tesla Robotaxi
tesla.com
tesla.com
I honestly think at this point Tesla's FSD AI is way, way overfitting on a few US cities.
Whenever Teslas manage to offer autonomous driving, what makes you think LIDAR etc will still cost what it does now?
[0] https://www.reviewjournal.com/news/news-columns/road-warrior...
It's much much easier to make an existing thing cheaper and better over time.
Waymo & Hyundai announced a partnership. IIRC Waymo has always intended to work with OEMs, vs make their own vehicles.
https://seekingalpha.com/news/4156375-hyundai-motor-joins-fo...
Having no opinions about the IONIQ 5, I've gleaned that it's well regarded. Maybe not a Model Y, but close enough.
Of all the legacy OEMs, Hyundai has a fair chance of surviving the Tesla (& BYD) juggernaut. So I think Waymo chose wisely.
It’s possible that they might be able to get an Level 3 product out similar to offerings by the likes of Daimler, Cadillac, and Ford - where on certain highways under certain conditions you don’t have to pay much attention but still must be available to take over relatively quickly if the conditions change. That seems the most likely route, although all other systems I believe rely on vision+radar or vision+lidar fusion. Those approaches have a lot more broad industry experience and quantifiable benefits in safety, but it’s possible Tesla has compelling data on the performance of its vision system, especially during daylight hours.
I’m honestly not sure how they could ship what they are implying - basically FSD as it is today but without anyone in the driver’s seat. That would imply they are (nearly) comfortable with it driving 10’s to 100’s of millions of miles between fatal accidents without any intervention. Either that or they are willing to ship and know it’s less safe than an average driver. That’s ignoring non-fatal accident rates.
There are some middle ground options where UFSD would have a larger set of conditions it can operate “unsupervised”, say in good weather and possibly daytime, and maybe only on some types of roads. But the edge cases where it transitions out of those conditions can be brutal and not easy to address. It’s relatively easy to say “just pull over and make the driver take over”, but especially on highways or heavy traffic that can take a while.
Right. Tesla has avoided getting the California DMV's autonomous driving licenses. They have a "learner's permit" for testing with a safety driver. California DMV's regulations for self-driving vehicles mirror those for drivers. There's the "learner's permit", (with safety driver), which has much the same restrictions as a human learner's permit. There's the autonomous testing permit, which is comparable to a regular (class C) driver's license - you can drive yourself and your employees, but not for hire and not large trucks. Then there's the deployment license, which allows charging money and is hard to get. Mercedes, Nuro, and Waymo have one. Cruise used to have one, but DMV revoked it after a fatal crash.
Tesla reported zero autonomous miles driven on California roads in 2023.[1] They're not even trying. Tesla has long been scared of the reporting requirements. All disconnects have to be logged, miles driven have to be logged, and all accidents, however minor, have to be reported. Everybody else in the real self driving industry, from Apple to Zoox, does this. The ones with bad numbers grumble about it sometimes. Waymo doesn't.
[1] https://www.dmv.ca.gov/portal/vehicle-industry-services/auto...
Mercedes is so limited to just technically qualify for Level 3 that it could be likely be trivially outmatched by some limited FSD conditions if that's the route Tesla wanted to go.
But yeah I assume you start with some limited Level 3 subset, probably highway, then extend it to city streets. Then just start working your way through validating new conditions.
I thought Elon said it would be L4 FSD with only vision, but it'll be available later. If he can deliver it, then a $25K L4 robotaxi certainly will have an advantage over Waymo's $200K mod. Well, I guess the stock market believes it's more of a vaporware than reality.
Without manual controls, vague promises ("puffery"?) about autonomy won't drive vehicle sales as they do today across all Tesla's models. The Robocab as shown literally cannot function (or make a dime of revenue) until they've fully solved autonomy and have convinced regulators of the same.
I am also highly sceptical of everything about Tesla's program though
I also had to learn to to enable adaptive driving (or whatever it is called) to let the car go slightly over the speed limit and go with the flow of traffic, otherwise it would only go the speed limit and people would rage-pass.
The regulator thing is going to be a game of who will give in first and where. Once a few do, it might flip around quickly to regulators being more eager to not miss out. You see a little of that with Waymo where some cities would maybe like to get Waymo in their city sooner rather than later now that they are up and running in more glamorous places like LA and San Francisco. Unfortunately, waymo isn't able to rapidly roll out everywhere rapidly because they have to do a lot of work with mapping and testing in every place they roll out. Tesla might be able to move faster here once they get going and actually give some of these cities an alternative to waiting for Waymo to eventually show up.
Of course the whole thing is getting a bit political as well with Elon Musk's backing of Trump. My guess would be that Texas is going to be first. Probably Austin, where Tesla and SpaceX are of course very present. I'm guessing Tesla has pretty warm relationships with the local politicians there.
On the other hand, LA needs to look good during the next Olympics and Tesla did just host their Robotaxi event there. Some of those Robovans would probably be helpful in addressing some of the traffic headaches and sustainability goals with the Olympics. Paris just put a huge stake in the ground on that front so there is a fair bit of pressure. There's an opportunity there for Tesla.
It would sell +++
They are also doing a $25k car, they just aren't revealing it today.
Announce and do the far stuff, but at the same time ship the near things that people want.
A pragmatic auto CEO would have had that $25k car moving already. A pragmatic industry CEO also wouldn't have such a large event without a call-to-action.
If they had a "reserve now for Feb 2025 delivery" button under todays announcement it would have gone offff
[0] edit: ok Gwynne is COO - let Elon keep the title, but we know what matters.
I believe the reason was it adds strength that let's you have higher wider glass roof above passengers heads.
And the rear view mirror replacement uses cameras.
https://www.cnn.com/2024/04/03/cars/china-tesla-byd-competit...
https://www.cnbc.com/2024/07/03/chinas-byd-is-set-to-beat-te...
https://www.counterpointresearch.com/insights/bev-sales-10-m...
There is a good reason why it was all presented in a Hollywood studio, without any specifics. The car we've seen yesterday is a prototype at best, a prototype that's crucially missing a small but important part for a robotaxi - the ability to drive autonomously...
Cybetruck was supposed to cost 40k (1/3 of the initial price) and have twice the range or something like that.
I don't see the point in a purpose built two seater with no steering wheel or pedals and I don't know why regulators would approve an autonomous car with no way to manually override it.
2 seater - smaller car
No wheels or stuff - saves money on the build and parts.
And people are creatures of habit and highly social so version 1 of robotaxis will 100% look like normal cars. Regardless of whatever benefits you can come up with on paper. Once it's normalized then you experiment.
Maybe easier to clean, or wash out vomit, or even warn of forgotten items.
If people are willing to pay extra for comfort and style already, why would they stop?
I feel like so much of this discourse is dominated by people who hate cars. Most people like their cars! That's why they bought them.
There is logic in this design being cheaper to manufacture but I would think that it would be a long while before you "broke even", so to speak, compared to using a design that you already know exactly how to make.
Now speculating for the moment, from Elon perspective you probably want things to be more cyberpunky as that is how future looked in his childhood and he is trying to build it. Also, engineers / designers were likely mandated to handle all of the maintenance and possibly production by Tesla Bots.
The upward opening doors will also be able to open anywhere, and for anyone, even with canes or bags/luggage.
It's so Enron Musk can say it's still 2 years away.
The point of this presentation was not to spell out technically how they are going to accomplish this. Agreed, a fleet of model 3s would work great.
The point of this presentation was to look like a cool visionary tech company that is going to change the world, to justify that your Market cap is now larger than EVERY OTHER MAJOR AUTOMAKER COMBINED!
Same reason the prototypes need to look like they were lifted from Blade Runner.
With all the changes you would have to do to M3, its basically a new car.
This Robotaxi will have all the drive-by-wire architecture of the Cybertruck. The new electronics architecture and Ethernet bus. And things like wireless charging.
Just the amount of scary FSD footage from Cybertrucks alone that only got FSD a few weeks ago is massive.
The robotaxis did 5 mph on cleared streets and so seemed much less impressive than Waymos which can deal with real pedestrians and do 30 mph+
They only had two seats which is not how you'd make a commercial robotaxi and so probably just made for show to try to impress investors.
The robots serving drinks etc seem to have been remotely controlled by humans.
It's not that impressive when Waymo are driving people around in real life and also various robotaxis in China eg. https://youtu.be/izLfWY4c0Ko
I've always defended Musk saying robotaxis will be here in a year or two over the last decade because new tech is hard but they now look a bit in danger of being left behind by the competition.
For high density you have the robovan.
If you look at regular taxis, the only part that is used by passengers is typically the back seat. Which fits two, maybe three people at best. So, it's not such a crazy form factor for a taxi because most taxis are also two passenger vehicles right now.
The point of this car is that it's smaller and cheaper (less parts, battery, etc.) and optimized for being an autonomous taxi. And the reason for that is productizing unsupervised FSD. The car is just a means to that end. If you are going to build a self driving taxi, a two seater is the logical choice. IMHO it's actually too big. They could make it a lot shorter.
Even this underwhelming event was originally announced on short notice to prop up perception when sales looked bad in April [1], delayed by two‘ish months, and then didn‘t even start on time. Oh, and implementing the robo taxi was a two-months project back then [1]. It‘s a ruse, folks.
[1] https://fortune.com/2024/07/16/elon-musk-tesla-robotaxi-dela...
It's basically just a website at the moment with bunch of 3D renders which you too could get done from a web shop.
Tesla has nothing new to offer and competition is catching up, EV adoption slowing down and such.
If I had, I would gradually drop Tesla stock because it's going to go downhill if not rock bottom from here.
The only reasons Tesla could be valued differently are FSD and Robotics, which Musk and Tesla-friendly analysts are heavily pushing. Since Musk has made massive loans against his Tesla stake you can expect that he will keep highlighting those narratives as well. A revaluation of the stock to sane levels would certainly cause him some financial difficulties.
They had 2 dozen vehicles with no steering wheels taking attendees around the venue. The bar was staffed by Optimus robots. “Basically a website”?
- I believe he can revolutionize auto manufacturing and disrupt a 100 year old industry replacing fossil-fuel burning dinosaurs with clean electric vehicles that outperform them and that appeal to the general public
- I believe he can allow quadrapelegics to interact with the world in ways never thought possible
- I believe he can, to a great degree, restore free speech on social media even if it is messy and imperfect at times
- I believe that innovation is hard and just because he boldly claims he is going to Mars or make cars drive themselves - and hasn’t done it yet, is no reason to discount the possibility that he might actually pull it off one day
> “The autonomous vehicles, we’re going to stop from operating on American roads, remember this,” Trump said.
[1]: https://www.nytimes.com/2024/10/07/style/elon-musk-donald-tr...
Then again, can we trust a word the man is saying? It all feels like shallow pandering. Plus, it may be worth going through the entire event at the Detroit Economic Club [2] to check the quote more clearly as at least one source quotes him as referencing PRC car automation with that statement, while expressing some general personal scepticism of autonomous driving [3].
[2]: https://www.youtube.com/watch?v=Km-gQhP5fnw
[3]: https://qz.com/donald-trump-self-driving-cars-avs-musk-tesla...
US is raising import tax on Chinese EV (from 10% up to 38.1%) in EU to help us combat the climat change better. /s
Just as in the case of the "Hyperloop": in theory, it is perfectly possible, but anyone who got as far to build a few meters of it (or something resembling it) quickly realized the practicality problems, and what would happen if you scaled those problems to a few hundred kilometers...
On the other hand, autonomous driving is not a solved problem, not even in theory. One could argue that it would require some sort of a generic AI, which we don't have, and nobody knows if we will in the future. So selling anything based on that is simply fraud, in my opinion.
We were also promised micron panel gaps. the panel gaps on the cybertruck are both visible and visibly uneven.
It's really weird to see anyone even imply that the Cybertruck has vindicated Tesla.
"""In 2019, Musk claimed that the Cybertruck would be available in late 2021, starting at $39,900. The date was later pushed to 2022, and eventually it was pushed to late 2023, with a starting price of $60,990.""" - according to the Wikipedia page.
I'd definitely count that as bait and switch from the price change alone.
This isn't just a bait and switch, it's a new bait and switch to redirect from the existing one.
If Tesla wants to make a new announcement about autonomous vehicles now, 8 years after originally announcing that they were already shipping them, it should be that they are actually operating autonomous vehicles in the wild somewhere.
Not showing off a new car design that isn't needed for such a demonstration and that is coming 2-3 years from now.
Although they didn't "show" it on the event, Tesla self-driving is steadily improving each month. It is now also available on the Cybertruck, and the miles per intervention metric is steadily improving. You can find many videos on YouTube. Note that this are real cars on the real road.
In 2016 Tesla said that "as of today, all Tesla vehicles produced in our factory – including Model 3 – will have the hardware needed for full self-driving capability at a safety level substantially greater than that of a human driver." That was a lie: https://electrek.co/2024/08/24/tesla-deletes-its-blog-post-s...
Tesla even lies about things as dumb as Cybertruck quarter mile times:
https://www.motortrend.com/reviews/tesla-cybertruck-beast-vs...
https://www.youtube.com/watch?v=5J3H8--CQRE
https://insideevs.com/news/699260/tesla-cybertruck-porsche-r...
Tesla never ran that quarter mile. And the worst thing about it was the Cybertruck's lead engineer trying to rationalize the lie:
https://x.com/wmorrill3/status/1746266437088645551
When your engineers lack commitment to basic honesty then you've got a sick company culture.
Lying is just too much a part of the culture at Tesla. Musk clearly doesn't value honesty or credibility.
I paid 7,500 euros for something that still doesn’t exist in any usable form. (I thought it would be good for my elderly parents who were the primary users of this car for a time.) It’s actively dangerous because it doesn’t even see speed limits correctly. The car will probably be at the end of its life before this feature ever ships.
Sure, it’s a lesson for me. But don’t underestimate how much goodwill Musk has burned with his customers. I’m never buying another vehicle from this company, no matter the price or features. His political activism is just the cherry on the top of his poop-cake of lies.
I can't imagine that working well for latency-sensitive applications... like self-driving cars.
your car is doing nothing for most of it’s lifetime. renting it out via turo or as a taxi makes sense.
Question is: are there enough high latency distributed workloads to sell?
Musk called them liars and announced on the spot the event that we witnessed today (which was postponed from the initial 8/8 date...).
That's what fraud looks like folks.
https://www.reuters.com/technology/teslas-musk-unveil-robota...
Elon said himself that busses have 5x the operating cost of robo-taxis (1$ vs 20¢ per hour), but failed to mention that a typical bus carries 25x people. Presumably the cost delta is due to payroll for a human operators & janitors, so if busses already have 5x max throughout per $ in a worst-case comparison, why not put more energy into driving down costs on the more efficient modality?
I imagine it would be an easier problem to solve too, as you could could define constraints on your operating environment. Dedicated travel lanes, rail, and preprogrammed routes seem like they'd massively reduce the complexity of the problem.
I could also envision a decent financial argument for moving from a customer base of general-consumers to one of cities & local govt. If a 5x operating cost reduction is feasible, I could see "public transit automation" making for a pretty compelling capital project.
If this works, wouldn't just Tesla operate as a taxi company?
A lot of people I know like their cars and don't want to take taxis everywhere. Maybe I'm missing how it wouldn't be appealing to regular people.
I jest but I’m actually considering a horse to take my daughter to school, as it would shorten the journey considerably, as we live in tortured terrain in the middle of nowhere, and would allow her to go alone in a few years - again, mobility and utility are the goals for us here, not a car.
Despite having very few details in this presentation, the one detail that is clear is that existing Teslas won't be taxiing anyone, and Tesla will be the operator reaping the benefits. That's a significant under-delivery, especially for the average Tesla retail investor who believes in the mission and is driving their stock price.
Elon said you will be able to buy a Cybercab for under $30,000 and individual owners will be able to "tend to [your robotaxi fleet] like a flock of sheep".
Yeah, not sure how this is supposed to be a positive reply.
That’s untrue. He said Model 3s and Ys will be starting taxiing next year in California and Texas.
Level 2-3 FSD is worse experience in my opinion.
1) driving as human — if I see brake lights, I apply brakes: see my turn, turn the wheel.
2) Tesla “driving” - if I see brake lights, I have to evaluate “did FSD See those lights, is it applying brakes” EVERY TIME. Because I need to pay attention. THEN I may apply the brakes and turn wheel (and if you use FSD a LOT, those skills will atrophy). it needs human intervention about once a day. But you never know when that will be.
We either need FSD or humans driving. Shared dynamically adhoc responsibility for the car is way way worse.
The CyberCab at least improves on that by removing the steering wheel, so when it makes mistakes you just along for the ride.
I am a curmudgeon though; I don’t even use cruise control, and the radar following cruise control gives me the same hereby jeebies “is it braking??” Problem
Very skeptical of this whole presentation, even if Elon and Tesla are overpromising on timelines.
One would think so. But slow self-driving mini-buses seem to be a niche item. San Francisco's Treasure Island had one from Beep for part of 2023 and early 2024. Las Vegas had one back in 2017, from Nayva. Local Motors had some, but is defunct. There are a few from WeRide on an island in Guangzhou. EasyMile has a few installations.
This kind of self driving, at 7 to 9 MPH, has been around since 2009. It works, but it's not that useful.
But to your point, the value for the Robovan is minuscular unless it's as far-ranging as any other vehicle. And even if the FSD tech and regulations are there for it, the actual vehicle—at least the wheelbase and body covering said wheels—will need to be rethought for real-world conditions.
> People that live in LA, I mean try to get from Pasadena to El Segundo during rush hour. You can fly to another city faster than you get to crosstown LA. And you have to drive the whole way.
You can take the Metro A line from Pasadena, then transfer to the C line to get to El Segundo. No driving necessary. Musk sells cars, so of course he has a massive incentive to say more cars are the solution to peoples' transit woes. But it seems like throwing more cars at the problem will simply make traffic worse, and from my experience living in Chicago, the best solution to avoid traffic (and parking!) is to take an alternative mode of transit that can bypass it (e.g. train, bike, electric scooter).
Unless you think LA should go London/NYC style and build a load of stations, there is still the problem of what to do if you're not near a station at the start or end. If it involves a bus connection, people will just drive
Why shouldn’t one think that? Wouldn’t this be a good solution?
LA is literally filled to the fucking brim with parking lots, so many fucking parking lots. You have enough space for more stations then Paris.
And yet somehow in most large cities people use trams and bus in large numbers and don't 'just drive'. Crazy to consider that some people don't even have to own a car in such a city. If you have proper transportation infrastructure, those buses/trams can be faster then private car traffic.
Its called a 'transportation system' for a reason, walking, biking, buses, trams, trains all work together to provide something that practically moves millions of people a day even in the largest cities in the world.
Musk: Mom, can I have national infrastructure on which I can safely and reliably operate my semi autonomous vehicles?
Mom: We have infrastructure at home.
The Infrastructure: a rail network with communal seating, infrequent service, and a minimal set of fixed route options.
If, through the accidents of human history, we spend the next century repurposing highways as railroads for rubber tired carriages then I suppose that’s a good enough outcome. In the century after that maybe we’ll start to reclaim the highway land back, a la Dr Beeching’s shuttering of post war British railway infrastructure.
That said, no steering wheel? Finally, he's met my long-standing requirement for what counts as "genuinely self driving".
* humans don't need lidar — we clearly benefit from all the extra sensors or we wouldn't even have rear view mirrors let alone parking sensors, but technically it's believable.
Please stop trolling, Elon.
In the last month, it’s driven onto grass where there used to be an off ramp that was redone last year, cut across 3 lanes of highway traffic within 200 feet of an off ramp, and almost ran a semi truck off the road (yes, we had the right of way, but he weighs 20,000 lbs and was in no way going to be able to stop in time).
It a cool toy to show off when you’re being hyper vigilant about keeping an eye on it, but there is no way it should be allowed on the public roads yet.
I 1000% would advise against purchasing it unless you have the extra cash and want to try it out. It’s not even close to production ready.
Edit: spelling
A lot of companies have Level 2 systems. That's still a far cry from full automation.
[1] https://www.tesla.com/ownersmanual/modely/en_us/GUID-2CB6080...
It cannot be truly an autonomous robotaxi without VERY HIGH reliability. One intervention per hour is one too many.
Labor opposition is also going to be a nightmare. Just as Uber faced resistance from taxi unions and legislators sympathetic to workers who saw their jobs threatened, Tesla will likely face significant opposition from drivers in the gig economy, who rely on ride-hailing platforms like Uber and Lyft. Governments may be pressured to protect those jobs, especially in regions where automation is seen as a threat to employment.
[1] https://www.theverge.com/2024/10/10/24267132/tesla-robotaxi-...
Nothing touched the vehicle at all, even electronically, so you could argue it was even less of a recall than some of the Tesla recalls, but there you have it.
You'll survive. Tesla will survive. It's a recall.
The anti-Tesla sentiment here is hilarious to watch though. All because this place is largely leftist, and their CEO is on the right.
to my understanding that is a feature designed to limit flamewars, of course I might be mistaken.
Taxis are not sexy, taxis are utility vehicles. Taxis carry people and goods. Taxis carry more than one person. Taxis carry disabled people. Taxis carry the elderly. If you want to know what a purpose-built taxi looks like, look at the London cabs, the JPN Taxi, or the NV200s. If you're going to build a fully custom platform for a taxi, make a goddamn taxi. Actually put in the effort to design something built for the purpose, not just something that you think looks cool.
(And if the design didn't give it away - inductive charging? Really?)
And if you wanted to use inductive charging why didn't you acquire a company that does that a few years ago, you can't just announce things with no experience in the area, that would be madness
2) these are supposed to be purchasable and they're very fucking cool
3) the model x with its gull wing doors is as cool as first shown.
[1]https://fortune.com/2015/12/21/elon-musk-interview/
[2]https://x.com/elonmusk/status/686279251293777920
[3]https://www.theguardian.com/technology/2016/jun/02/self-driv...
[4]https://www.nbcnews.com/business/autos/driverless-tesla-will...
[5]https://x.com/elonmusk/status/823727035088416768
[6]https://www.ted.com/talks/elon_musk_the_future_we_re_buildin...
[7]https://x.com/elonmusk/status/866482406160609280
[8]https://x.com/elonmusk/status/1063123659290595328
[9]https://web.archive.org/web/20190220051410/https://www.ark-i...
[10]https://www.youtube.com/watch?v=dEv99vxKjVI
[11]https://www.youtube.com/watch?v=Ucp0TTmvqOE
[12]https://web.archive.org/web/20200709130939/https://www.youtu...
[13]https://www.youtube.com/watch?v=AF2HXId2Xhg
[14]https://www.businessinsider.com/elon-musk-interview-axel-spr...
[15]https://www.cnet.com/roadshow/news/elon-musk-full-self-drivi...
[16]https://www.youtube.com/watch?v=Vwq_PhtvLwo
(Or simply, https://motherfrunker.ca/fsd/)
This is just another to have something in the pipeline to keep shareholders at least interested. It seems Musk tries really hard to keep the stock price from collapsing.
- days ago I was reading an article stating that Tesla didn't apply yet for the license to operate autonomous vehicles in the streets. Competitor had their licenses in 8 months or more. I think this is a critical factor to respect the deadline of December 2025;
- Just another risible demo in a controlled environment, a movie set: no real life scenario able to demonstrate the effectiveness of the robotaxi technology. This for something should be in exercise before 2025 ends is and indicator that the tech is not ready. "Only cameras" approach IMHO just won't work.
- the presentation images suggested that robotaxis should substitute public transport. This not only is bullshit for a number of reasons, it also can influence public transport politics like with the other bullshit technology called Hyperloop that was accepted as the future of transportation by short sighted administrators;
- Wireless recharge : oh please ! Apart technical consideration could raise doubt on the smartness of that approach, they really are saying they can create a network of wireless recharge points before the robotaxi go in exercise next year ?
- Robobus : wow ! What about electric tram ? I see a pattern here , step by step, they are demonstrating that the real electric revolution is electric public transport, not that electric robot limousine that are a viable and cost effective public transport alternative only in the mind of a megalomaniac billionaire !
- Men, you don't believe this is bullshit ? let's take appointment here December 31st , 2025, to discuss the status of the robotaxi.
But really? A two-seater?
Buses already exists and paying drivers isn't actually that big a problem. Society can easily pay for that, if you take into account the reduction in investment and cost you have from other road use.
Musk promise of 'less parking lots' can already be easily achieved with technology from 1960. Its not an engineering problem, its social problem.
Trains, trams, buses, bikes and walking is far cheaper and more efficient in every measurable way then fancy robotaxis even if they worked, witch they don't really.
Can you imagine the horror of a large city where most people each use an individual vehicle? That just dystopia.
An small autonomous bus has some uses but at best its a small part of a much larger transport system.
The US being so obsessed with robotaxis is just a consequence of 70 years of horrible road design and land usage and city planning.
Yes
- every American
So, no big reveal after all? Just another press conference where he once again says "it's coming soon"?
I didn't think he was going to unveil anything actually new, but I did honestly think he'd sing a new song about it all. I guess I overestimated him.
https://www.youtube.com/watch?v=w2aNJCsfrP0 - 10 years ago
https://www.youtube.com/watch?v=mITK3qaaHQ8 - 4 years ago
Unsupervised FSD timeline? Elon says 2025. I suspect they can do that, if you define it as Level 3, where you just need to take over within, say, 10-30 seconds. Probably starting on highway. Beyond that, hard to say. Recent FSD versions are impressive, but there is still a lot to do to reduce disengagement rates. But their strategy seems like it can be made to work.
How soon will it take to get it good enough for Robotaxi/Robovan? Well, they can basically have said no sooner than two years (for the late 2026 Robotaxi release). I doubt unsupervised FSD will work in a fully autonomous taxi mode on existing vehicles until the very end of that window.
Will the Tesla AI3 computers support Unsupervised FSD, sounds like possibly not, based on Elon's suspiciously noncommittal response to a guy yelling in the crowd. They can probably squeeze out of past promises on this in a couple ways if it won't work on AI3 cars. Presumably they'll want to minimize cost impact of making good. I think they'll first try to get as many FSD users to upgrade to a new AI4 (or later) vehicle by incentivizing them with free FSD transfer. For the rest, they could offer even bigger discounts on upgrading to a new car, and then finally bite the bullet and do some kind of FSD retrofit or simply refund. Or just piss everyone off and wait for the class action. But I suspect they'll resolve it sort of amicably while wanting to sweep it under the rug.
They could also never be able to make autonomy work, but I think that's doubtful at this point. Waymo demonstrates you can do it with geographical, time, and other constraints, limited release, and a different hardware stack. I think Tesla's vision-only approach has been fairly well validated on the existing hardware. The remaining issues do not seem like they require significantly improved sensors to operate in at least 90% or so of conditions, which is more than sufficient to run a taxi service.
After a decade of lies, this is another nail in the coffin and I honestly can't believe the marketcap of this company hasn't been significantly affected by something that was supposed to be a big reveal of those promises.
99% single occupancy vehicles (well, that's democratic, I'll grant them that) controlled by a corporation known for a million abuses and basically no oversight, everything managed by faceless software.
Let me tell you an Uber story.
I've been an Uber customer across multiple countries for many years, and one day, I had a layover in London. So I tried to book an Uber in London, but it failed a few times for technical reasons (so their problem).
After a bunch of attempts, I received a notification my account was banned.
I contacted support, they gave me the runaround for 30 minutes or more, in the end their response was the standard BigCorp canned answer for fraud: "we can't tell you why your actions are suspicious" (with the subtext: if you're an innocent victim of our scans, tough luck, but we can't tell you because statistically if we tell you what you did wrong, real fraudsters will learn and defraud us even more).
So now I can't use Uber in the UK (I imagine if I try to circumvent the ban with another account, I risk that getting banned, too, and who knows what else, as I have to put my credit card in their app).
Now imagine if you want to plan your life around stuff like Tesla Robotaxi and they ban you. What's your recourse?
With your own motorbike/car, you need to commit serious crimes to lose your license forever. With public transportation, as long as you pay the ticket, nobody can ban you for life. And I don't think anyone can take away your bike/ebike/scooter/escooter :-)
> As a thought experiment, imagine if all forms of transport except Uber were removed from our society, resulting in total ‘Uberfication’. What would happen in this ‘convenient’ society?
> For a start, you’d notice that your entire ability to move depended on an institution. While the first few weeks of trips might not bug you, over time it would begin to feel deeply stifling, even oppressive. The mass dependence on a intermediary would not only transfer mass power to Uber, but would in turn unlock a host of other problems:
He goes on to explain these very well.
I don't get the moral outrage here. It's taxi with one person less (the driver). Also available as a model 3 and y. And the robovan thing. So they do actually cover a range of vehicles with different amounts of passengers.
https://jalopnik.com/elon-musk-tesla-self-driving-cars-anniv... [1]
Even if Elon cured cancer, there would be haters for his politics and business approach.
O wait I just described the entire SF and tech industry
Oh, that's right, it was a stunt to boost the stock price, not a real product you intended to sell. Just like this.
Seriously, though, this is the standard Elon Musk tactic...
His companies are making rockets, autonomous humanoid robots and autonomous cars, I will cut my left pinky finger to work on any of those, and this is my capslock finger, so I will have to switch away from emacs..
With the worldlabs[1] work maybe they unlock models that do have even better spatial world model and can be used label data even better and faster, or create even better synthetic data so it can unlock FSD even sooner.
The fact that LLMs work means there is structure in language that is beyond our understanding, and yet the transformer can discover it and program itself to solve for it. I think that the stupendous amount of compute that is going to be released in 2025 will make it possible to train labelers that can do temporal labeling much better than humans and than the current models, and synthesize and perturb data to train really really good transformers that will outperform 90th percentile humans.
Why do you guys think that it can not happen? Maybe its not Tesla that does it, but I certainly think amazing tech is coming.
Hopefully it will not be just autonomous humanoid robots with guns paid by the military and patrolling the borders :astonished face:
[1]: https://www.youtube.com/watch?v=vIXfYFB7aBI (Fei-Fei Li and Justin Johnson)