Tesla FSD About to Go Unsupervised

FSD and Robotaxi Progress

🚗 Q: What is the most important catalyst for Tesla investors?
A: Tesla's Robo Taxi and FSD progress, with a 10x expansion in Austin area in 2 weeks, exponential increase in service area, and unsupervised FSD available for personal use in Texas and California by year-end.

🌆 Q: How transferable is Tesla's validation process?
A: Tesla's validation process in Austin is transferable to other cities, allowing for quick scaling of service area, with approval expected soon in Bay Area, Arizona, Nevada, Florida, Europe, China, and other countries.

🚕 Q: What are the cost advantages of Tesla's Cyber Cab?
A: Tesla's Cyber Cab is designed for cost-optimized autonomy, with potential for sub 30 cent per mile operation, compared to the existing Tesla Model Y's 50 cent per mile operating cost.

Safety and Economics

🛡️ Q: How safe has Tesla's Robo Taxi been in Austin?
A: Tesla's Robo Taxi has been well-received in Austin with no notable safety incidents, and long-term economics aim to drive cost per mile down to 30-40 cents through optimization and maintenance.

💹 Q: When will Robo Taxi impact Tesla's financials?
A: Tesla's Robo Taxi will materially impact financials by end of next year, with Cyber Cab achieving sub 30 cent per mile potential.

🔒 Q: How much safer is FSD compared to regular driving?
A: Tesla's FSD makes vehicles 10x safer than those without, according to Tesla's vehicle safety report.

FSD Improvements and Expansion

🚀 Q: What improvements are coming to FSD?
A: Tesla's FSD will see a 10x increase in parameter count compared to current versions, with unsupervised FSD available for personal use in Texas and California by year-end.

📈 Q: How has FSD adoption improved recently?
A: FSD has improved significantly since version 11, with version 13 showing a 25% increase in adoption rates since version 12.

🌍 Q: Where is FSD expected to expand next?
A: Tesla plans rapid introduction in additional US states, with expected approvals in Europe and China.

FSD Accessibility and Education

🔓 Q: How is Tesla making FSD more accessible?
A: Tesla plans to push FSD hard now that it's so good, offering free trials and more affordable subscription options.

🏫 Q: How is Tesla educating owners about FSD benefits?
A: Tesla is planning to educate owners about the benefits of FSD and make it more accessible through free trials and more affordable subscription options.

🔄 Q: How often does FSD improve?
A: FSD is getting better with each monthly update, with Tesla planning to unsupervised FSD in California and Texas by the end of the year.

FSD and Robo Taxi Progress

🚗 Tesla's FSD and Robo Taxi advancements are the most crucial catalyst for investors, with plans for 10x expansion in Austin and unsupervised FSD in Texas and California by year-end.

🌆 The validation process in Austin is transferable to other cities, enabling rapid scaling without repeating validation in each new location.

🚕 Tesla's Cyber Cab, designed for autonomous taxi operations, could achieve a sub 30 cent per mile cost, potentially revolutionizing the industry.

Safety and Financial Impact

🛡️ Tesla's Robo Taxi service in Austin has been well-received with no notable safety incidents, expected to materially impact financials by end of next year.

🔐 Tesla's FSD is reported to make a car 10x safer than without it, setting a new safety standard for vehicular transportation.

💰 FSD pricing at $99/month is comparable to a personal chauffeur for $3.33/day, offering 10x safety at half the price of competitors.

Adoption and Expansion

📈 FSD adoption has increased by 25% since version 12's launch, with Tesla planning to push FSD hard through free trials and improved pricing.

🌐 Tesla's Robo Taxi network will be open to non-Tesla vehicles, subject to safety testing and validation.

User Experience and Marketing

🚙 FSD is not just about safety, but also convenience and enjoyment, with many owners using it daily for both commuting and leisure driving.

📺 Tesla plans to educate customers and potential buyers about FSD's benefits through videos and in-person demonstrations to drive adoption and sales.

Future Developments

🧠 Tesla's FSD will see a 10x increase in parameter count, enabling unsupervised driving and rapid expansion of the service.

🔄 Tesla aims to increase FSD adoption in North America, focusing on educating customers about its 10x safety advantage and convenience features.

• 00:00 🚗 Tesla's Full Self-Driving (FSD) and Robo Taxi are poised for significant expansion and potential approvals, marking a major step towards unsupervised autonomous driving.
  • Tesla's progress on Robo Taxi and Full Self-Driving, including potential approvals in multiple regions and a 10x increase in service area, is a key positive catalyst for investors.
  • The speaker and guest Brian White discuss their positive take on Tesla's Q2 earnings call, disagreeing with those who felt disappointed.
  • Tesla's plans to 10x its Full Self-Driving (FSD) expansion, particularly with robo-taxi, is a very good sign and indicates a significant step towards unsupervised autonomous driving.
  • Tesla's robo-taxi service is expanding in Austin, with plans to more than 10x its current operating region, and is also testing in other US cities, including a launch in the San Francisco Bay area with a person in the driver's seat while awaiting regulatory approval.
  • Constantly criticizing Tesla's FSD without acknowledging progress may lead to developers becoming unmotivated to improve it.
• 04:59 🚗 Tesla's Full Self-Driving technology is being deployed state by state, starting with Arizona, Nevada, and Florida, with plans for gradual city-by-city expansion.
  • Tesla is likely deploying Full Self-Driving in states with well-defined testing frameworks, such as Arizona, Nevada, and now Florida, before moving to California.
  • Tesla's validation process in Austin is transferable to other cities, reducing the need for extensive validation and potentially paving the way for faster expansion of FSD.
  • Tesla's Full Self-Driving technology will be gradually expanded city by city, eventually allowing vehicles to cross state and national borders once regulatory hurdles are cleared.
• 07:56 🚗 Tesla plans to launch FSD and allow personal vehicles to join robo-taxi network, but faces regulatory and safety hurdles.
  • Tesla expects to allow personally owned vehicles to join the robo-taxi network confidently next year, but hasn't thoroughly thought out the details yet.
  • Tesla is working on implementing necessary safety testing and validation processes to deploy Full Self-Driving (FSD) in certain regions.
  • Tesla's Full Self-Driving network may not be required for car owners, potentially preventing a monopoly and opening up possibilities for alternative networks or unsupervised use.
• 10:57 🚗 Tesla's Full Self-Driving service is nearing a breakthrough with potential costs as low as 25-30 cents per mile, expected to significantly impact financials with optimized vehicles like CyberCab.
  • Tesla's Full Self-Driving service has been well-received in its initial 7,000-mile operation in Austin, with no safety-critical incidents, and aims to drive down costs to potentially 25-30 cents per mile with optimized vehicles like the CyberCab.
  • Tesla is designing the Cybertruck for a gentle ride, sacrificing some performance capabilities in exchange for efficiency and optimized design.
  • Tesla's Cybercab is expected to have a very low cost per mile of around 30 cents, making it a game changer, with potential to significantly impact financials by the end of next year.
  • The operating cost of a Tesla with Full Self-Driving (FSD) could be as low as 33 cents per mile, not including additional costs like vehicle licensing and maintenance.
  • The speaker cannot make Tesla's Full Self-Driving financials work without omitting many necessary line items to operate legally.
• 16:19 🚗 Tesla's FSD technology is setting a new safety standard and is being rapidly adopted, with potential for widespread use in robo-taxis and future models.
  • Tesla's rumored budget-friendly Model 2 will not be a simple Model with a steering wheel, but a completely redesigned car with different components.
  • Tesla's Full Self-Driving (FSD) technology sets a new safety standard, with FSD-enabled cars being 10x safer than those without, and is being adopted increasingly, with robo-taxis potentially operating at speeds up to 85mph.
  • Tesla's Full Self-Driving (FSD) adoption rate has increased significantly, with a 25% boost from version 12 to 13, and is expected to grow further with future updates and free trial periods.
• 19:43 🚗 Tesla's Full Self-Driving feature is significantly improving, nearing a major breakthrough, and may soon be aggressively promoted with free trials.
  • Tesla's Full Self-Driving feature requires Hardware 4 for optimal safety and is continually improving with each monthly update, making it safer to use than human driving.
  • Tesla is now ready to aggressively promote its Full Self-Driving (FSD) feature, possibly with free trials, given its significant improvement and compatible hardware.
  • Some people dismiss Tesla's Full Self-Driving capabilities due to past mistakes, but the technology has significantly improved and those dismissing it may be basing their opinion on outdated experiences.
  • Using a phone while driving manually after trying Tesla's FSD is more dangerous than using FSD, as it leads to longer periods of distraction.
  • Tesla's Full Self-Driving upgrade for Hardware 3 vehicles is uncertain because the company is still determining the minimum compute requirements for unsupervised driving.
• 24:13 🚗 Tesla prioritizes completing Full Self-Driving (FSD) for Hardware 4, with potential expansion to geofenced areas in California, Texas, and possibly half the US by year's end.
  • Tesla will focus on completing Full Self-Driving (FSD) for Hardware 4 before deciding on upgrades or retrofits for Hardware 3 vehicles.
  • Tesla's Full Self-Driving (FSD) capabilities may expand to geofenced areas in California and Texas this year, potentially allowing for unsupervised driving, and could even reach half the country by year's end.
• 26:41 🚗 Tesla's Full Self-Driving technology is nearing major breakthroughs, including approval in multiple states and countries, despite current frustration with incremental updates and low adoption rates.
  • Tesla has seen a 25% increase in FSD adoption since lowering prices, but still needs to educate the majority of owners, with half of them having never even tried the feature.
  • Tesla's Full Self-Driving feature is overpromised with incremental updates, causing frustration and unrealistic expectations, similar to a cat that is claimed to sing, dance, and talk but doesn't deliver.
  • Tesla's Full Self-Driving (FSD) technology is poised for significant breakthroughs, including approval in multiple states and countries, and potential unsupervised FSD rollout by the end of the year.
  • The creator of the channel Futureaza has a website, herbertong.com, that provides comprehensive resources for Tesla investors.

WatchUrl: https://www.youtube.com/watch?v=dzKZw-fea6A