Ford CEO Jim Farley teases the possibility of partnering with Tesla for autonomous driving technology, highlighting Tesla's lead in data and volume and the complexity of developing such technology, while emphasizing the potential for autonomous driving to revolutionize the industry
Questions to inspire discussion
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What is Ford's stance on level three autonomy?
—Ford CEO Jim Farley discusses the potential for Ford to offer level three autonomy in their cars, but questions the scalability and limitations of such a feature, comparing it to Mercedes' claims of level three autonomy.
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Is Tesla ahead in autonomous driving technology?
—Yes, Tesla is working on a scalable solution for self-driving cars, while other companies seem to have limited and difficult to scale options. Tesla is ahead in perception and inference development, with 7 million vehicles on the road and a lead in data and infrastructure.
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Will Ford partner with Tesla for Full Self-Driving technology?
—Ford CEO Jim Farley hints at the possibility of a partnership with Tesla for Full Self-Driving technology, as many companies are looking at Tesla's solution. He also speculates on the possibility of Tesla partnering with other companies for their Full Self-Driving technology.
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How does Ford view Tesla's autonomous driving technology?
—Ford CEO Jim Farley expresses skepticism about Tesla's ability to deliver on their autonomous driving technology and profitability of producing electric vehicles. He also discusses the need for companies to address their plans for autonomous driving technology, highlighting Tesla's recent challenges with their Full Self-Driving feature and the shutdown of their autonomous affiliate Argo AI.
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Is Ford keeping up with Tesla in terms of technology?
—No, Ford and GM are not keeping up with Nvidia and Tesla in terms of GPU clusters and hardware, and Tesla may be working on augmenting their GPU cluster with Hardware 4 and Hardware 5 for training.
Key Insights
- 🚗 Ford CEO Jim Farley teases the possibility of partnering with Tesla for autonomous driving technology, hinting at a potential collaboration in the future.
- 🚗 Tesla's scalable solution for autonomous driving seems to be the most promising and scalable option in the market.
- 🔍 Tesla's autonomous affiliate Argo AI shut down due to full self-driving being too far off, raising questions about their roadmap.
- 📊 Detailed development and software integration for FSD partnership with Tesla could take up to two years, highlighting the complexity and planning involved in such a venture.
- 🚗 Tesla has a significant lead in data and volume with 7 million vehicles on the road, giving them an advantage in developing autonomous driving technology.
- 🧩 The pieces of the puzzle are coming together for Tesla, with capital investment, AI resources, and a large fleet of vehicles, while Ford only has promises and headlines.
- 🔋 We've never had a digital product before, we never could give people time back like we will with level three autonomy.
- 🔋 The efficiency and power consumption of autonomous driving systems will be a crucial factor in their success and adoption.
#FSD
XMentions: @herbertong @HabitatsDigital @jimfarley98 @Ford @Tesla
Clips
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00:00 🚗 Ford CEO Jim Farley hints at the possibility of partnering with Tesla for autonomous driving technology, claiming that Ford is two years away from offering hands-free, eyes-off-the-road driving.
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00:57 🚗 Ford CEO Jim Farley discusses potential for level three autonomy in Ford cars, questions scalability and limitations, while Tesla works on scalable self-driving solution.
- Ford CEO Jim Farley discusses the potential for Ford to offer level three autonomy in their cars, but questions the scalability and limitations of such a feature, comparing it to Mercedes' claims of level three autonomy.
- Tesla is working on a scalable solution for self-driving cars, while other companies seem to have limited and difficult to scale options.
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02:55 🚗 Ford CEO Jim Farley suggests potential partnership with Tesla for Full Self-Driving technology, highlighting the importance of addressing autonomous driving plans in light of Tesla's recent challenges.
- Ford CEO Jim Farley hints at the possibility of a partnership with Tesla for Full Self-Driving technology, as many companies are looking at Tesla's solution.
- Ford CEO Jim Farley discusses the need for companies to address their plans for autonomous driving technology, highlighting Tesla's recent challenges with their Full Self-Driving feature and the shutdown of their autonomous affiliate Argo AI.
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04:38 🚗 Ford CEO hints at a possible partnership with Tesla for Full Self-Driving technology integration, suggesting that detailed development and software integration would take around two years.
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05:27 🚗 Ford and GM are falling behind Tesla in GPU clusters and hardware, while Tesla is ahead in perception and inference development with 7 million vehicles on the road.
- Ford and GM are not keeping up with Nvidia and Tesla in terms of GPU clusters and hardware, and Tesla may be working on augmenting their GPU cluster with Hardware 4 and Hardware 5 for training.
- Tesla is ahead in perception and inference development, with 7 million vehicles on the road and a lead in data and infrastructure.
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08:03 🚗 Ford CEO Jim Farley hints at potential partnership with Tesla for Full Self-Driving technology, expressing skepticism about Tesla's autonomous driving capabilities and profitability of electric vehicles.
- Ford CEO Jim Farley expresses skepticism about Tesla's ability to deliver on their autonomous driving technology and profitability of producing electric vehicles.
- Ford CEO Jim Farley hints at the possibility of partnering with Tesla for Full Self-Driving technology, citing Tesla's advancements and resources compared to Ford's promises and headlines.
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09:51 🚗 Ford CEO Jim Farley hints at the potential for Tesla to partner with other companies for their Full Self-Driving technology, showing scalability beyond just Tesla.
- Ford CEO Jim Farley discusses the company's transition to electrification, investment in enabling technology, and the responsibility they feel towards their customers and future generations.
- Ford CEO Jim Farley speculates on the possibility of Tesla partnering with other companies for their Full Self-Driving technology, suggesting that it would show the scalability of the FSD and robo taxi business beyond just Tesla.
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12:12 🚗 Ford CEO Jim Farley suggests that Tesla may either license their Full Self-Driving technology or release a limited level three solution, and Ford is also working on their own autonomous driving technology.
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Duration: 0:13:32
Publication Date: 2024-06-28T09:24:24Z
WatchUrl:https://www.youtube.com/watch?v=FydFxixtWz4
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Daniel Song
awesome, thanks