Tesla’s Momentum Can’t Be Stopped

Robo Taxi Service Expansion

🚕 Q: How has Tesla's robo taxi service in California expanded its operations?
A: Tesla's robo taxi service now operates until 2 a.m. with only 4 hours of downtime, indicating operational readiness and confidence in the system's performance.

🌎 Q: What hiring moves suggest Tesla's plans for global robo taxi expansion?
A: Tesla is hiring a senior software engineer in Fremont to develop backend systems for real-time pricing and fees for robo taxi rides worldwide.

🌙 Q: How is Tesla preparing for expanded robo taxi coverage across the US?
A: Tesla is hiring autopilot data collection supervisors for night and afternoon shifts in Arizona, Florida, Texas, and Nevada, indicating planned expansion of services.

Robo Taxi Features and Pricing

💰 Q: How will Tesla's robo taxi service handle pricing during high-demand events?
A: Tesla's robo taxi service will use surge pricing during events like the Super Bowl, but aims to be lower priced than competitors by design.

📱 Q: What technologies will Tesla's robo taxis use for enhanced user interactions?
A: Robo taxis will use ultra-wideband, Bluetooth low energy, and Wi-Fi for context-aware interactions, enabling features like pre-ordering drinks and automated transactions.

Full Self-Driving (FSD) System Advancements

👁️ Q: How is Tesla's FSD system improving its visual capabilities?
A: Tesla's FSD uses AI-enhanced vision cameras to detect drowsy drivers, lane departure, and emergency situations, and can simulate future scenarios based on past experiences.

🚗 Q: What improvements have been made to FSD's object recognition?
A: FSD visualization is becoming crisper and cleaner, recognizing objects like mailboxes, curbs, and cars, aiding in complex parking and situational awareness.

🚨 Q: How does Tesla's FSD system enhance safety for impaired drivers?
A: FSD can assist drivers impaired by phone use or other factors, and can apply emergency control of the vehicle in certain situations.

Future FSD Developments

🧠 Q: What advanced features is Tesla developing for its FSD system?
A: Tesla is investing in AI research and software development to create advanced AI algorithms that can detect and respond to emergency situations like accidents or road debris.

🅿️ Q: How is Tesla enhancing FSD's parking capabilities?
A: FSD includes advanced navigation and parking features, recognizing complex parking situations and providing step-by-step instructions for safe and efficient parking.

FSD Advancements

1. 🚗 Tesla's FSD version 14 features a 10x increased parameter count, providing more resolution for driving and responding to issues, expected to be sentient with meaningful changes in ride comfort and features.
2. 🧠 The FSD system's AI-enhanced vision cameras can now detect and respond to drowsy drivers, lane departure, and obstacles in real-time, thanks to patents like AI modeling techniques for high-fidelity occupancy determination.
3. 👁️ Tesla's FSD visualization will become better than reality, able to see 20 miles down the street by simulating future scenarios based on millions of previous videos.

Robo Taxi Development

1. 🚕 Tesla's robo taxi engineering position requires expertise in airport experience and surge pricing for rides worldwide, indicating operational scaling and feature additions.
2. 🕰️ Tesla's ride-hailing service in California has extended hours to 2 a.m. with only 4 hours of downtime, showing operational readiness for robotaxi service.
3. 🌎 The company is hiring data collection supervisors for autopilot across many locations, suggesting plans to roll out robo taxi service in these areas.

Safety Features

1. 😴 Tesla's FSD system can detect when a driver is sleeping and apply emergency control to prevent accidents, according to former C-Level Exec Jeff Lutz.
2. 📱 The FSD system can assist drivers when they are drowsy or impaired by phone use, applying emergency control when necessary.

Long-term Support and Innovation

1. 🔄 Tesla's elite software update strategy ensures 10-12 year old vehicles continue receiving performance improvements and software support.
2. 🅿️ The FSD system can navigate and assist with parking in complex environments like four-story parkades with unusual exits.

Visualization and User Experience

1. 🖼️ Tesla's patent for improved FSD visualizations shows a brand-specific car image, potentially enhancing the user experience.
2. 💻  The company is building backend systems for real-time pricing and search charges for rides worldwide, further developing its robo taxi platform.

• 00:00 🚗 Tesla is advancing autonomous driving tech, increasing production, and achieving significant milestones, solidifying its momentum in the electric vehicle market.
  • Tesla is making significant advancements in its autonomous driving technology, including employee testing of Full Self-Driving version 14, expanded ride-hailing services, new job postings, and improved FSD visualizations.
  • Tesla is increasing production plans for Q3 and Q4 due to surging sales, with the Giga Berlin factory supplying over 30 markets and showing a positive trend.
  • Tesla employees are beginning to receive Full Self-Driving (FSD) version 14, a significant milestone indicating the software has passed QA and safety tests.
  • The increased parameter count in Tesla's new model provides more resolution for vehicle behavior and response, enabling potential new features and improvements in driving behavior and interventions.
• 03:48 🚀 Tesla is making significant strides with updates to its Full Self-Driving software and expanded ride-hailing service, indicating increased operational confidence and capability.
  • Tesla will likely release a series of point releases for version 14, with a potential wide release later this year, marking a significant breakthrough update with a 10 times higher parameter and increased sentience.
  • Tesla increased its Bay Area ride-hailing service operating hours to 2 a.m. with only 4 hours of downtime, indicating improved operational confidence and capability.
  • When Tesla increases factors like miles driven, number of vehicles, and service area, it indicates they are operationally ready, staffed, and confident in their product's performance.
• 06:33 🚗 Tesla is accelerating its autonomous and AI-powered tech, including a robo-taxi system with dynamic pricing and a platform to enhance ownership experience.
  • Tesla is developing a robo-taxi system with dynamic pricing that will charge extra fees for services such as airport pickups and surge pricing during high-demand periods.
  • Tesla is building a platform to support its products' ownership experience, including applications for charging, updates, and other features.
  • AI-powered applications, like Tesla's, can assist in creating a better user experience by autonomously performing tasks, such as ordering food at stops during a trip.
  • Tesla's context-aware technology, potentially using ultra wideband, Bluetooth, Wi-Fi, and GPS, could enable convenient features like pre-ordering drinks and rewards through its screen.
  • Tesla is hiring extensively for data collection and autopilot positions in multiple locations, indicating plans to roll out a robo-taxi service.
• 11:28 🚀 Tesla's growth and innovation momentum shows no signs of slowing down, with expansions in energy storage, robo-taxi, and AI-powered technologies.
  • Tesla's growth appears stable and is expanding on multiple facets, with no signs of slowdown unlike other automakers, and is even scaling up in areas like energy storage and robo-taxi.
  • Tesla has filed two new patents for FSE visualization technology, utilizing AI-enhanced vision cameras, which could be applied to FSE version 14 or subsequent models.
  • Tesla is working on AI-powered vision technology for advanced parking and navigation systems, potentially eliminating the need for manual validation.
• 14:52 🚀 Tesla's protected IP and system design for Full Self-Driving tech will soon give it a simulation capability surpassing reality.
  • Tesla has a system design for its goals, now in the engineering phase to bring it to life, and has protected its IP.
  • Tesla's Full Self-Driving visualization will eventually be better than reality, allowing it to simulate and predict the road ahead, a capability that competitors will also have within months.
• 16:57 🚗 Tesla is rolling out new safety features, including suggesting Full Self-Driving mode when drivers are drowsy and automatically parking to a safe area if they become incapacitated.
  • Tesla's upcoming software update will suggest enabling Full Self-Driving (FSD) when a driver is detected to be drowsy or drifting out of their lane.
  • Tesla's future features may include automatically parking the car to a safe area if the driver becomes incapacitated, and a toggle to enable this feature could be a simple legal solution.
  • The speaker is testing the crispness and cleanliness of the audio.
• 20:14 🚀 Tesla's continuous software updates will enhance vehicle performance and functionality for years, even on older hardware, driven by AI-powered tech advancements.
  • Tesla will continue to roll out improvements to its vehicles, including performance and functionality updates, for many years, even for those with older hardware, which is unprecedented in the tech industry.
  • Tesla's improved visualization technology, when combined with AI, can accurately identify objects such as cars and mailboxes, and understand context to help with tasks like navigating parking garages.
• 22:27 🚀 Tesla reports strong sales, adjusts production plans upward, and maintains low channel inventory, signaling continued growth momentum.
  • Tesla's Germany factory plant manager reports strong sales figures, prompting upward adjustments to production plans for the third and fourth quarters, driven by positive market trends across over 30 markets globally.
  • Tesla's low channel inventory of 20 days allows it to quickly respond to market changes, entering slowdowns and accelerations faster than competitors, which is a positive sign for its future growth.
  • Tesla has discontinued the single-motor, rear-wheel drive version of the Cybertruck in North America, sparking curiosity about the vehicle's future and potential variations.
  • The speaker thanks the audience and promotes their website, herbert.com, as a comprehensive resource for Tesla investors.