Tesla FSD Gains Momentum, Eyes Approval in Korea & China

FSD, Hans C Nelson, Herbert Ong -

Tesla FSD Gains Momentum, Eyes Approval in Korea & China

Tesla's Full Self-Driving technology is gaining momentum and potential approval in Korea and China, with plans for robo taxi services, highlighting Tesla's leadership in transportation and AI

Key Insights

  • πŸš— Korea is preparing to allow FSD, following China's preliminary approval, indicating global interest in Tesla's self-driving technology.
  • πŸš— Tesla's rapid pace of improvements with updates 12.3, 12.4, and 12.5 is impressive.
  • πŸ“ˆ The ability to do a software update and have several million cars suddenly go from manual driving to autonomous will be the single biggest asset value increase in history.
  • πŸ“ˆ The idea of a five-fold increase in the value of a car overnight with autonomy is intriguing.
  • 🌏 Tesla's FSD may be available in China before the US, raising questions about global accessibility and market prioritization.
  • πŸš— China's push for FSD and autonomous vehicles could put pressure on the US to keep up, potentially causing regulatory and licensing challenges.
  • πŸš— Tesla's FSD could potentially become 10 times safer than a human with 6 billion miles driven, leading to worldwide regulatory approval.
  • 🌍 More and more countries, including Korea, Australia, and Europe, are likely to approve Tesla FSD, indicating a global shift towards embracing autonomous driving technology.Β 

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#Tesla #FSD

XMentions: @herbertong @HansCNelsonΒ 

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ClipsΒ 

  • 00:00 πŸš— Tesla's full self-driving progress is gaining momentum, with potential approval in Korea and plans for robo taxi services in China, as updates to the Tesla app and DOT releases show great progress.
    • Tesla's full self-driving progress is gaining momentum, with potential approval in Korea, updates to the Tesla app, and plans for robo taxi services in China.
    • Point6 is being rolled out to employees and others, with DOT releases 3.4, 5.6, and upcoming 12.4 and 12.5, showing great progress.
    • Rumors suggest that South Korea may soon approve the introduction of Tesla's Full Self-Driving software, as evidenced by changes in the Tesla app upgrade tab.
    • China and Korea are likely to prioritize and approve Tesla's Full Self-Driving technology due to their accommodating regulatory environments and economic benefits, with Korea potentially implementing it faster due to less regulatory overhead.
  • 04:30 πŸš— Elon Musk tweets about the value of Robo taxis and the safety of full self-driving, highlighting the potential economic opportunity and preliminary approval for FSD in China.
    • Elon Musk tweeted a video about the value of Robo taxis and stated that full self-driving will be much safer than human driving, and believes that a software update for autonomous driving will be the single biggest asset value increase in history.
    • Passenger cars are typically used for only 10-12 hours per week, but with autonomous driving, they could potentially be used for 50 hours or more, increasing their value significantly.
    • Few people realize the significance of Tesla's FSD, but signs show that people are starting to believe in it.
    • Elon Musk discusses the potential economic opportunity of Tesla's self-driving cars and the preliminary approval for FSD in China.
  • 08:26 πŸ€– Tesla may be rolling out a robo taxi in China, with hints from Elon Musk and Chinese authorities.
    • 09:59 πŸš— Tesla's Full Self-Driving may launch in China before the US, but it will likely come to some US jurisdictions first for practical reasons.
      • Tesla's Full Self-Driving may launch in China before the US, potentially pressuring the US government to accelerate approval, but it's important to remember that the US is made up of individual states with their own regulations.
      • China may beat the US in making Tesla FSD widely accessible, but it will likely come to some US jurisdictions first for practical reasons.
      • Tesla's FSD service will likely be launched in San Francisco or Austin due to regulatory frameworks and support from the governor, potentially before China.
      • China may face challenges in training a model for Tesla's Full Self-Driving (FSD) due to concerns about data privacy, and it is likely that the Chinese system will be based on a model developed in the United States and adapted to Chinese roads.
      • Tesla is seeking approval for FSD in China, but it is likely that they will first launch robot taxis using Tesla-owned vehicles in cities like Austin and San Francisco.
    • 14:44 πŸš— China's approval of FSD raises concerns about US regulatory issues, while competitors are far behind Tesla in self-driving technology.
      • China's approval of FSD raises concerns about US regulatory and licensing issues, with the possibility of Chinese companies licensing the FSD software and developing their own autonomous technology.
      • Competitors are far behind Tesla in using neural nets for self-driving technology, and it may take a lot of data for them to catch up.
    • 17:16 πŸš— Chinese car companies partnering with Tesla for FSD licensing may accelerate global regulations, while Tesla aims to prove FSD safety with 6 billion miles driven.
      • Chinese car companies are partnering with Tesla for licensing the FSD, and the government's approval in China may accelerate regulations worldwide, making it harder to argue against the safety of autonomous vehicles.
      • Tesla's Full Self-Driving (FSD) system is expected to increase revenue and data, with the goal of reaching 6 billion miles driven to prove it is 10 times safer than a human and obtain worldwide regulatory approval.
    • 19:50 πŸš— China and Korea may approve Tesla's Full Self-Driving, showing recognition of Tesla's leadership in transportation and AI, while Elon Musk predicts future partnerships with top leaders.
      • Chinese data may not be necessary for training Tesla's Full Self-Driving system, as data from other countries can be used to accelerate the development timeline.
      • China and Korea are considering approval of Tesla's Full Self-Driving, indicating their recognition of Tesla's leadership in Next Generation transportation and artificial intelligence.
      • Elon Musk has the ability to form partnerships with top leaders of every country and predicts future partnerships.
    • 22:57 πŸš— Tesla FSD impresses, Korea considers approval, check out the comprehensive Tesla investor resource website.

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      Duration: 0:23:39

      Publication Date: 2024-05-01T16:05:36Z

      WatchUrl:https://www.youtube.com/watch?v=IY2GFyYVuzk

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