Tesla Q4 Earnings Call: Unsupervised FSD Robotaxi Service Coming June & Much More!

[dalton108]

Kyle from OOS just got back from testing a bunch of cars in China. He has a lot of Tesla FSD seat time. He say not only do they have the equivalent of FSD but multiple car companies have it and compete with each other. It is only unique here. Tesla FSD is not available in China. That is when the very interesting comparisons will begin.

Thanks for this. I saw this video posted by Kyle earlier this week and just didn't have the energy. I saw it was 48 minutes and I couldn't figure out exactly what he would do that in that timeframe that I would care about with a bunch of Chinese cars that we don't have.

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[pricedm]

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Hope for the "skippers' club."

 

[scottf200]

Thanks for this. I saw this video posted by Kyle earlier this week and just didn't have the energy. I saw it was 48 minutes and I couldn't figure out exactly what he would do that in that timeframe that I would care about with a bunch of Chinese cars that we don't have.

Sure. I agree and my attn span is not great. I listened to it at x1.5 speed while looking at some other websites. I put it in a separate window so I could just Alt-Tab quickly to it if he was saying something that would indicate there was a visual element to his story. I just listened to it in the background 95% of the video. --- when Tesla gets FSD in China that is the real truth of where they stand. That market is huge! Apparently a decade has made their cars significantly better (vs old laughable quality and ripping off tech). They'll build them in Mexico and import them or just do it here in TN, GA, etc.

 

[dalton108]

Sure. I agree and my attn span is not great. I listened to it at x1.5 speed while looking at some other websites. I put it in a separate window so I could just Alt-Tab quickly to it if he was saying something that would indicate there was a visual element to his story. I just listened to it in the background 95% of the video. --- when Tesla gets FSD in China that is the real truth of where they stand. That market is huge! Apparently a decade has made their cars significantly better (vs old laughable quality and ripping off tech). They'll build them in Mexico and import them or just do it here in TN, GA, etc.

Yep, that’s what I’ve been saying. It finally dawned on me that Elon doesn’t care about his former customer base being pissed off with his rebirth, because they’re not his core customers anymore. They’re all in China! It’s why the Model Y looks like it does.

I don’t know if the new roadster is ever going to materialize, but if it does, it’ll be the last car that’s built/designed by Tesla with primarily America in mind. We will be getting China’s sloppy seconds. The Cybertruck is going to be our last hurrah from this company. IMO.

*This isn’t some kind of slam, I think it only makes business sense and it’s where they’re headed. I’m just glad they made the CT and I got one.

 

[GuyV]

More like coming up with an HW4 board that will work plugged into an HW3 car, and likely replacing some of the cameras and whatever else that requires. That's some design (and installation procedure) work and expense, as well as a lot of expense if they cover the cost.

If the latter, it wouldn't surprise me if they offered a significant (but a lot less than 100%, of course) trade-in incentive as an alternative.

They will for sure encourage FSD transfer to a new Tesla, maybe even to any existing HW4 model.

 

[GuyV]

My recollection was that the whole kit and caboodle was designed so that it could be replaced if necessary. But I’m not even talking about any of that, I’m just talking about the simple logistics of giving people - who already paid for them in full - hubcaps and light bars. It has been, and continues to be a fiasco. Full stop.

And the number of people affected was minuscule compared to the population size that would be affected by this. I’ll tell you right now, I don’t believe that they can do it.

They can’t service people’s cars timely now! What are we even talking about?!

He said "painful and difficult", didn't say timely.

 

[dalton108]

He said "painful and difficult", didn't say timely.

Fair!

 

[Nolacyber]

"The only thing holding back worldwide Unsupervised FSD is regulatory approval."

And direct sunlight in the camera, rain, dirty cameras, school zones and school buses to name a few more.

The direct sunlight in the camera is the most serious limitation, especially since the cameras are no better than human eyesight in that condition. Unfortunately the only likely solution is some form of lidar /radar to supplement camera.

 

[GuyV]

The direct sunlight in the camera is the most serious limitation, especially since the cameras are no better than human eyesight in that condition. Unfortunately the only likely solution is some form of lidar /radar to supplement camera.

I don't think that's true considering all the phone pics of solar eclipses. Just because human eyes can't handle the sun doesn't mean cameras can't. Everyone seems to overlook that cameras now can already see better than people. I use my phone camera's zoom and nightsight features regularly to see what my eyes can't. With the car cameras I believe the necessary raw data is there, but the filtering and enhancement processing still needs work. The FSD neural nets do not have to see everything as we do, only as it is required for driving.

 

[dalton108]

I don't think that's true considering all the phone pics of solar eclipses. Just because human eyes can't handle the sun doesn't mean cameras can't. Everyone seems to overlook that cameras now can already see better than people. I use my phone camera's zoom and nightsight features regularly to see what my eyes can't. With the car cameras I believe the necessary raw data is there, but the filtering and enhancement processing still needs work. The FSD neural nets do not have to see everything as we do, only as it is required for driving.

I agree with you but I think the original comments were about not future capabilities but currently limitations because a lot of folks do experience FSD interruption because of the sun. We don’t get rain or clouds where I live and I have not experienced issues like that since FSD 11. So, I don’t understand what’s so different about the sun in SoCal but this is a common refrain.

 

[Crissa]

"The only thing holding back worldwide Unsupervised FSD is regulatory approval."

And direct sunlight in the camera, rain, dirty cameras, school zones and school buses to name a few more.

Being able to read signs, remember routes, recall potholes, avoid boxes, update map data...

Of course, we have no idea which features have worked in isolation rather than in their single stack.

But they're trusting the cars on their own internal factory routes now. That's a big step.

-Crissa

 

[cyberstocker]

"The only thing holding back worldwide Unsupervised FSD is regulatory approval."

And direct sunlight in the camera, rain, dirty cameras, school zones and school buses to name a few more.

he Said fsd in Jun, not juneuary haha

 

[GuyV]

I agree with you but I think the original comments were about not future capabilities but currently limitations because a lot of folks do experience FSD interruption because of the sun. We don’t get rain or clouds where I live and I have not experienced issues like that since FSD 11. So, I don’t understand what’s so different about the sun in SoCal but this is a common refrain.

" Unfortunately the only likely solution is some form of lidar /radar to supplement camera." is what I was addressing.

 

[dalton108]

" Unfortunately the only likely solution is some form of lidar /radar to supplement camera." is what I was addressing.

I agree with you. That will not happen.

 

[HaulingAss]

"The only thing holding back worldwide Unsupervised FSD is regulatory approval."

And direct sunlight in the camera, rain, dirty cameras, school zones and school buses to name a few more.

You forgot flat tires.

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