Tesla's Full Self-Driving (FSD) V12.5 has shown significant improvement and is performing better than human drivers, potentially leading to the development of a Tesla-owned fleet for ride-hailing services
Questions to inspire discussion
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What is Tesla rolling out with FSD V12.5?
—Tesla is rolling out full self-driving version 12.5, which has shown significant improvement in driving performance and is performing better than human drivers.
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Who has announced the rollout of FSD V12.5?
—Asha Kalas Swami, the director of autopilot at Tesla, has announced the rollout of FSD version 12.5, which focuses on improving safety and smoothness, and has received positive feedback from testers.
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What is Elon Musk's plan for Tesla-owned cars?
—Elon Musk plans to roll out the Full Self-Driving (FSD) V12.5 update to all Tesla customers, bypassing the need for a pilot program in a specific city, and is considering using Tesla-owned cars for a Tesla Network ride-hailing service.
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What is the controversy surrounding Tesla's FSD V12.5 rollout?
—Analysts are facing criticism for their outdated questions about Tesla's FSD V12.5 rollout, and there is disagreement about the bets made on the outcome.
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What is the potential impact of Tesla's energy business?
—Tesla's energy business has potential for increased gross margins due to unsatisfied performance obligations related to guarantees on Mega packs, potentially reaching 40% by late 2025.
Key Insights
- 🎉 User testing reveals that FSD V12.5 is "really really good" and a "big difference" in performance, showing significant improvement.
- 🚗 Three consecutive perfect drives with FSD V12.5 - "This is something special I've never had three drives in a row that were perfect."
- 🚗 Many people are saying that Tesla's FSD is doing better than they can, indicating a big milestone in autonomous driving development.
- 🤖 The AI team has optimized the AI inference stack from the ground up, managing five times the parameter count and running in real time with extremely high performance per watt.
- 📊 Given how much of a step change this is, you really need data to prove that it actually is multiples safer than human.
- 🚗 Elon Musk hints at Tesla's plan to roll out Robo taxi with customer-owned cars, potentially creating a Tesla-owned fleet for ride-hailing services.
- 🤖 Tesla's AI capabilities are imperative for achieving AGI, and the combination of real-world data with AI technology is crucial for reaching the Holy Grail of AGI.
- 🤔 Elon emphasizes the importance of understanding the full self-driving technology before making investment decisions in Tesla.
#Tesla #FSD
XMentions: @herbertong @HabitatsDigital @TheJeffLutz @TeslaBoomerMama
@R6Alex @MatchasmMatt
Clips
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00:00 🚗 Tesla is rolling out FSD V12.5 with significant driving improvements and positive feedback from testers, potentially enabling wide release in the future.
- Tesla is rolling out full self-driving version 12.5 and early users are excited, with members of Tesla's autopilot team hyping the new version.
- Elon Musk announced that Tesla is rolling out FSD V12.5 to users who have requested it, with potential for wide release in the future, and hardware 4 may enable up to an eight times increase in parameters.
- FSD V12.5 rollout has shown significant improvement in driving performance, with three consecutive perfect drives and successful navigation in difficult spots and parking lots.
- Tesla is rolling out FSD V12.5, which is performing exceptionally well and driving better than a professional driver.
- Asha Kalas Swami, the director of autopilot at Tesla, has announced the rollout of FSD version 12.5, which focuses on improving safety and smoothness, and has received positive feedback from testers.
- Tesla's FSD V12.5 rollout is receiving positive feedback from testers who are impressed with its performance and capabilities.
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12:10 🚗 Tesla announces FSD V12.5 rollout and invites analysts to test it, facing criticism but proud of their work.
- Elon Musk invites analysts and regulators to visit a Tesla Service Center to study the company and the full self-driving technology.
- Tesla announces the rollout of FSD V12.5 and encourages everyone to experience it through a test drive.
- Tesla is facing criticism from analysts, but it is important for regulators to test Full Self-Driving technology on a large scale in real-world settings.
- Analysts should have firsthand experience with Tesla's FSD before asking questions, as their current questions are irrelevant and outdated.
- Matt discusses Tesla's Earth Day 2024 Cyber Owls Tumblr and a Tesla employee tweeting about autopilot.
- Tesla has put a lot of hard work into the FSD 12.5 release, with the team proud of their work and the community expressing positive feedback.
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18:10 🚗 Tesla plans to roll out FSD V12.5 update to all customers, Elon Musk discusses potential release of unsupervised FSD and Tesla Network ride-hailing service, with moral implications and disagreements about the rollout.
- The speaker discusses the potential release of unsupervised FSD by the end of the year and the moral implications of not releasing it if it proves to be safer than human driving.
- Elon Musk discussed the possibility of Tesla-owned cars being used for a Tesla Network ride-hailing service, with a clause in the purchase agreement preventing the cars from being used in any other ride-hailing service.
- Elon Musk plans to roll out the Full Self-Driving (FSD) V12.5 update to all Tesla customers, bypassing the need for a pilot program in a specific city.
- The discussion revolves around disagreements about Tesla's FSD V12.5 rollout and the bets made on the outcome.
- Tesla's FSD V12.5 rollout is discussed, along with a demonstration of AI driver navigating around a crash, and a conversation about naming Teslas.
- The speaker discusses the gender of Tesla cars and emphasizes not to gender the robot.
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30:41 🚗 Elon Musk suggests Tesla buy $5 billion worth of xai, debates over valuation and potential scrutiny, discusses challenges and benefits of separate entities for Tesla, Neuralink, and SpaceX, AI investment not significant enough to change perception, importance of Tesla's AI technology for achieving AGI, legal issues with move to Texas, potential for Elon Musk to receive preferred shares with enhanced voting rights.
- Elon Musk suggested that Tesla should buy $5 billion worth of xai, but there is debate about the valuation and potential scrutiny.
- Elon Musk's response to the suggestion of putting all companies under one umbrella, and the potential challenges and benefits of having separate entities for Tesla, Neuralink, and SpaceX.
- Tesla's investment in an AI company is not significant enough to change the perception of the company as a car company.
- Tesla's AI technology is important for achieving AGI, and there should be a deeper relationship between Tesla and an llm for this purpose.
- Tesla is in the process of moving to Texas and dealing with legal issues, and Elon Musk may receive preferred shares with enhanced voting rights.
- The speaker found the video boring but watched it.
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44:46 🚗 Tesla's earnings were disappointing, stock reaction was overdone, energy is exciting, FSD V12.5 rollout anticipated, stock outlook expected to be sideways until October.
- Tesla's earnings results for the quarter were mildly disappointing due to higher than expected severance costs and regulatory credits, resulting in a slight miss in estimated earnings per share.
- Stock reaction to Tesla's results was overdone, energy is exciting for the future, and there was disagreement about the stock falling.
- Margins bottomed last quarter due to regulatory credits, Cybertruck had a small impact on gross margins, and energy was a star with revenues up 87% quarter over quarter.
- Tesla is updating their model and discussing the gross margin on energy, which is significantly higher than the auto side of the business.
- Tesla is stabilizing and there is anticipation for the FSD V12.5 rollout, but there are concerns about macroeconomic factors affecting the market.
- Tesla's stock outlook is expected to be sideways until October due to factors such as reduced interest rates, political uncertainty, upcoming events, and the impact of the elections in November.
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55:16 🚗 Tesla faces challenges with inventory and production, but the fast movement of FSD and strategic decisions may lead to a revaluation event and increased production capacity.
- Consumer spending is a concern despite a strong GDP print, as it seems to be tapped out and may impact the economy.
- Tesla's potential risk and near-term soft Q3 could weigh on the stock, but with the fast movement of FSD, there may be a revaluation event, and small cap companies may deserve more love in the market.
- Tesla made strategic decisions to reduce inventory, decrease production, and increase efficiency, impacting gross margins and future profitability.
- Tesla has entered a mini auto recession but is in a good position to come out of it faster than others due to lower network latency and internal reductions.
- Tesla is facing inventory and production challenges, with questions about the increase in production and the impact of FSD on car sales.
- Tesla is increasing production by 50% and adding three million units of capacity, which is a big move that raises questions.
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01:06:06 🚗 Tesla plans to roll out FSD V12.5 and new models in 2025, with a robotaxi event on October 10th, while emphasizing the importance of understanding their full self-driving technology and energy business.
- Tesla is planning to roll out FSD V12.5 and new models in 2025, with the robotaxi event scheduled for October 10th.
- Elon Musk would fix any issues with the Cyber truck and there is confidence in the full self-driving technology.
- Elon Musk emphasizes the importance of understanding Tesla's full self-driving technology and energy business, criticizing analysts who only focus on earnings and PE ratios without experiencing the product.
- Tesla's energy business has potential for increased gross margins due to unsatisfied performance obligations related to guarantees on Mega packs.
- Tesla's potential revenue from the performance guarantee of the MEAP packs could result in significant revenue and gross margins, potentially reaching 40% by late 2025.
- The speaker shares charts and discusses the interesting aspects of the FSD V12.5 rollout.
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01:16:02 🚗 Tesla discusses slow ramp up of factory production and deployment, announces FSD V12.5 rollout and upcoming event in California.
- Tesla's energy revenue has been relatively flat until a recent quarter where it jumped significantly due to unsatisfied performance obligations, potentially leading to significant earnings per share growth in the future.
- Tesla is discussing the slow ramp up of their factory and deployment, questioning why they are not opening more MEAP pack factories around the world despite the proven concept and high demand.
- Tesla is slow to ramp up production of Mega packs and 4680 cells, possibly due to the need to figure out ramping 4680 and standardize Mega packs using 4680 cells.
- Tesla may have seen a delay in battery electrode production, which could be a reason for the delay in ramping up factories, but it seems unsatisfactory and they should have ramped up with existing technology while working towards the long-term goal of using 4680 cells.
- Tesla announces the rollout of FSD V12.5 and discusses their upcoming event in San Luis Obispo, California.
- The speaker created a comprehensive website for Tesla investors.
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Duration: 1:24:31
Publication Date: 2024-07-27T11:58:04Z
WatchUrl:https://www.youtube.com/watch?v=6RR43W0fq_E
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