Tesla FSD CRUSHES Waymo in Report

Tesla's FSD Technology

🚗 Q: How does Tesla's FSD crash rate compare to Waymo's?
A: Tesla's FSD has 0.15 crashes per million miles compared to Waymo's 1.16, despite being supervised while Waymo's is fully autonomous.

🔬 Q: What factors contribute to Tesla's low FSD crash rate?
A: Tesla's vast mileage data and hybrid human-computer driver system are key factors in its low crash rate.

💰 Q: How does the cost of Tesla's FSD compare to competitors?
A: Tesla's FSD technology costs 1/7th as much as competitors like Waymo.

FSD Testing and Expansion

🌍 Q: Where is Tesla currently testing FSD in Europe?
A: Tesla is testing FSD in the Arctic and awaiting regulatory approval for cities like Paris, Amsterdam, and Rome.

🇸🇪 Q: Why was FSD testing denied in Stockholm?
A: Stockholm denied FSD testing due to risks for infrastructure and pressure from ongoing innovation tasks.

Future Developments

🤖 Q: What improvements are expected in Tesla's Grok AI?
A: Grok 3.5 will be trained on video data from Tesla cars and Optimus robots, enabling it to understand the world and perform tasks like dropping off passengers.

🚕 Q: What new Model Y variant is Tesla potentially developing?
A: Tesla may be developing a six-seater Model Y with a bench seat configuration, likely for robo taxis.

Insurance and Autonomy

📊 Q: How might FSD technology impact auto insurance?
A: FSD could potentially eliminate the need for auto insurance as personal driving decreases.

💼 Q: What insurance concerns might arise with autonomous vehicles?
A: Network accidents on Uber-like platforms could lead to significant payouts, potentially increasing insurance costs.

Tesla's Competitive Edge

🏆 Q: How does Tesla's FSD compare to other autonomous driving systems?
A: Tesla's FSD is classified as level 2 like most competitors, but could be closer to full autonomy according to Bloomberg Intelligence.

🌆 Q: What sets Tesla's FSD apart in urban environments?
A: Tesla's full self-driving capabilities in city roads are a core differentiator compared to competitors like Waymo.

Tesla's FSD Technology Superiority

🚗 Tesla's FSD technology is far ahead of competitors like Waymo, costing 1/7th as much and having far fewer crashes (0.15 vs 1.16 per million miles), according to a Bloomberg Intelligence report.

🔄 Tesla's hybrid approach combining human supervision with a 360-degree self-driving system results in a super low crash rate of 0.15 per million miles for FSD supervised driving.

📊 Despite being classified as level 2 like most autonomous vehicles, Tesla's FSD technology could be closer to reaching full autonomy than peers, as per Bloomberg Intelligence.

FSD Testing and Expansion

🌍 Tesla's FSD testing is ongoing in Europe, including navigating the Arctic, with cities like Paris, Amsterdam, and Rome pending regulatory approval.

🚘 The company plans to enable autonomous driving on select highways and eventually anywhere, with continuous improvements through free over-the-air software updates.

Grok AI Integration

🤖 Tesla's Grok AI will be integrated into the Model Y, enabling in-car AI personalities like language tutors, assistants, and meditation therapists.

🧠 Grok 3.5 is expected to be the smartest AI by a significant margin, enhancing the in-car experience for Tesla users.

Impact on Auto Insurance and Safety

💰 Tesla's FSD technology could potentially eliminate the need for auto insurance, as users won't need to drive their cars, though costs may be incorporated into robo taxi networks or FSD unsupervised services.

🛡️ The company aims to engineer FSD technology to create the safest car on the road, with the lowest running costs and continuous improvements through software updates.

Future Developments

🚐 Code leaks suggest a 6-seater Model Y is in development, expanding Tesla's vehicle lineup.

📈 Tesla highlights the rising auto insurance costs (up 84% in 5 years) as a problem that autonomy could solve.

🌐 The company's vast mileage data collection could make Tesla's FSD technology safer than competitors if crash rate methodologies are comparable.

• 00:00 🚗 Tesla's Full Self-Driving technology beats Waymo with lower crash rate and massive data advantage, poised to reach full autonomy first.
  • Tesla's Full Self-Driving technology outperforms Waymo with a significantly lower crash rate of 0.15 per 1 million miles, and is poised to reach full autonomy before competitors.
  • Hans Nelson shares his thoughts on a Bloomberg Intelligence report about Tesla FSD, comparing it favorably to Waymo.
  • Tesla's full self-driving technology and manufacturing capabilities give it a significant edge over Waymo, with its vehicle costs being 1/7th of Waymo's and no other car maker offering full self-driving capabilities on city roads.
  • Tesla has 3 billion miles of driving data, while Waymo has only 22 million miles, giving Tesla a significant data advantage.
• 04:04 🤖 Tesla's self-insured insurance and projected 35,000 robo-taxis by 2026 may give it a significant advantage over Waymo in the autonomous vehicle market.
  • Tesla's self-insured insurance option gives it a cost advantage over competitors like Waymo, Uber, and Lyft, whose insurance costs are driven up by their liability for accidents and subsequent high lawsuit payouts.
  • Tesla's in-house insurance company may have an advantage in handling lawsuits related to FSD accidents, potentially indicating a high safety level of the network.
  • Tesla is projected to have 35,000 robo-taxis by 2026, 10 times more than Waymo's projected 3,500, despite Waymo currently having 1,500 autonomous vehicles.
  • The growth of robo-taxi fleets will depend on various factors, including regulatory approval, infrastructure, and operational readiness, which must be scaled before increasing vehicle production.
• 08:29 🚗 Tesla's FSD has a lower crash rate than Waymo, with estimates showing Waymo's fleet size to grow to 35,000 by 2026.
  • The discussion will continue on insurance and data collection, a topic Elon emphasizes as crucial.
  • Waymo's future fleet size is estimated to be around 35,000 by the end of 2026, significantly larger than their current 1500 cars and planned 2000 car additions.
  • Tesla's Full Self-Driving (FSD) has a significantly lower crash rate of 0.15 per 1 million miles compared to Waymo's 1.16, despite challenges in directly comparing the two due to differences in reporting methodologies.
• 12:01 🤖 Tesla's FSD is poised to surpass Waymo due to its rapid problem-solving and scaling capabilities.
  • The combination of human supervision and Tesla's 360-degree self-driving system in FSD supervised achieves a low crash rate by complementing each other's strengths and weaknesses.
  • Releasing unsupervised driving, like Tesla's FSD, would likely increase the crash rate to a level comparable to Waymo's.
  • Tesla's FSD is likely to surpass Waymo's due to its ability to rapidly identify and fix problems at scale, fueled by diverse environments and a high volume of miles driven.
  • Tesla's Full Self-Driving capabilities have vastly improved over the past 6 months, with increased supercompute capability, making it much better than its previous versions.
• 15:58 🤖 Tesla's FSD approach, leveraging massive data and computing power, gives it a unique edge over competitors like Waymo, allowing it to dominate the autonomous driving market.
  • Elon Musk believes hardcore real-world AI software, specifically dedicated neural net inference acceleration, is the only path to success for Full Self-Driving (FSD) technology.
  • Tesla's FSD approach, aligned with the "bitter lesson" in AI, relies on massive data and computing power to achieve superhuman performance, requiring increasingly larger training computers to improve its autonomous driving system.
  • Tesla's Full Self-Driving (FSD) is based on the "bitter lesson" approach, which involves giving the system vast amounts of data and computing power, allowing it to explore and achieve superhuman performance without human expert input.
  • Tesla's vertical integration, combining advantages such as manufacturing, insurance, and low unit economics, gives it a unique edge that allows it to dominate, with no other company, including Waymo, coming close.
  • Swedish traffic department denied Tesla FSD testing due to risks and current limitations in their approach to automation.
  • Tesla's Full Self-Driving (FSD) is being tested in multiple European cities, including Paris, Amsterdam, and Rome, while facing resistance in Sweden, where Volvo, owned by a Chinese company, is being protected.
• 23:31 🤖 Tesla's Full Self-Driving capabilities and upcoming AI integration may disrupt the auto insurance industry and transform in-car experiences.
  • Tesla's Full Self-Driving (FSD) capabilities and potential insurance cost savings may disrupt the auto insurance industry, which has seen an 84% increase in rates over the past 5 years.
  • Insurance costs may not decrease at the same rate as traffic accidents due to high payouts in lawsuits, particularly against entities like Uber and potentially Tesla.
  • Tesla's upcoming integration of Grock, a highly advanced AI, will significantly enhance the capabilities of its cars, allowing for intelligent conversations and potentially complex tasks.
  • Tesla's Full Self-Driving software code reveals plans for an in-car AI personality, potentially including a language tutor.
  • A car can have various assistants, such as a storyteller, therapist, or doctor, with customizable personalities to keep passengers occupied.
• 28:42 🤖 Tesla's Full Self-Driving version 3.5 and AI model, Grok, are poised to surpass competitors like Waymo with a massive unified AI training cluster and multimodal training approach.
  • Elon Musk is increasingly confident that Tesla's Grok 3.5 will be the smartest AI by a significant margin.
  • The speaker is excited for Tesla's Full Self-Driving version 3.5 to be finished and released to customers, which will test the scaling laws and relate to the "bitter lesson" concept.
  • Tesla's large unified AI training cluster, now over 200,000 H100 equivalent GPUs, gives it a potential advantage in developing a better autonomous driving model, according to scaling laws.
  • Tesla's AI, including Grock, will likely be trained on a combination of video data from Tesla cars, Optimus robots, and other sources, enabling a multimodal artificial intelligence system grounded in physical reality and aligned with truth.
  • Tesla's Dojo and NVIDIA are co-evolving strategies for video training, with Tesla's potential integration of its supercomputer, Grok, into its FSD system, giving it an edge in AI development.
• 34:54 🤖 Tesla's FSD is advancing with complex tasks and a potential new six-seater Model Y in development for robo-taxis.
  • Tesla's FSD will understand the physical world and its workings, enabling it to execute complex tasks like dropping off passengers near specific locations.
  • Tesla's firmware code suggests a six-seater Model Y is in development, potentially a lower-cost, toned-down version for robo-taxis with a unique seating configuration.
  • The speaker thanks viewers, promotes their website as a resource for Tesla investors, and ends the video.

WatchUrl: https://www.youtube.com/watch?v=XhkX_ox7cac