Tesla Full Self-Driving Analysis
2/ This may surprise you, but from the very beginning (2016), Tesla defined of what exactly it intended FSD to one-day be capable:
— Bridget McCarthy (@bridgemccarthy_) March 9, 2021
This is from Tesla's website in 2016, when it began offering Full Self-Driving Capability. pic.twitter.com/3Jf5C7tVbL
4/
— Bridget McCarthy (@bridgemccarthy_) March 9, 2021
"park seek mode" + "summons it back to you"
is now called
"Autopark" + "Summon" + "Smart Summon" pic.twitter.com/ASVTsUHP8F
6/
— Bridget McCarthy (@bridgemccarthy_) March 9, 2021
"manage complex intersections with traffic lights, stop signs"
is now called
"Traffic and Stop Sign Control" https://t.co/1yxNdNVMOU
8/ Tesla's "Full Self-Driving" will be what Tesla and @elonmusk refer to as "feature complete" when customers who paid for the "Full Self-Driving Capability" option (currently a $10,000 add-on) are sent Autosteer on City Streets (AKA "City Streets") OTA. pic.twitter.com/s8mnWV9fiQ
— Bridget McCarthy (@bridgemccarthy_) March 9, 2021
10/ Based on the videos from FSD Beta testers, it looks like Elon Musk and Tesla will soon be able to declare Full Self-Driving a victory. "City Streets" is the last feature required for FSD, as has always been stated by Tesla.
— Bridget McCarthy (@bridgemccarthy_) March 9, 2021
12/ What Tesla has achieved is undoubtedly impressive, and is why people, such as I, paid up to $10,000 for FSD.
— Bridget McCarthy (@bridgemccarthy_) March 9, 2021
Tesla has made the driving experience more fun, relaxing, and safe, as long as the driver is paying attention and ready to take over.
14/ This is where the recently released emails come in. The emails between Tesla and @CA_DMV confirm that FSD is close to feature complete; the last piece of the FSD suite, City Streets, will remain "...SAE Level 2, advanced driver-assistance," in its "final release," says Tesla. pic.twitter.com/fkqMUrnlpw
— Bridget McCarthy (@bridgemccarthy_) March 9, 2021
16/ Many robotaxi hopefuls are arguing that Tesla wouldn't want to be fully cooperative with regulators, or that this doesn't exclude the possibility of future features beyond Level 2 and that City Streets is just a "subset" of the FSD suite. Again, City Streets is the last step.
— Bridget McCarthy (@bridgemccarthy_) March 9, 2021
18/ I'm sure Tesla will; however, that will require new hardware, and much more time & data. FSD HW has inherent blind spots, the FSD computer is already running as hard as it can, etc.
— Bridget McCarthy (@bridgemccarthy_) March 9, 2021
(If you want to have the HW debate, please do so in my other threads specifically on AV HW.)
20/ "But what about what Elon said at Autonomy Day?"
— Bridget McCarthy (@bridgemccarthy_) March 9, 2021
We know Elon didn't hit his goal of "one million robotaxis by the end of 2020."
I think that was just Elon going off script. Note the bottom left of the slide re: FSD HW. That's probably all he was supposed to say. pic.twitter.com/2hItoDqJ3X
22/ "But never doubt Elon!"
— Bridget McCarthy (@bridgemccarthy_) March 9, 2021
To that, Elon says: pic.twitter.com/Fdo9KGkmC1
Follow @snowbullcapital Follow @bridgemccarthy_ Follow @TaylorOganEnd/ Is Tesla close to delivering feature complete FSD? Yes.
— Bridget McCarthy (@bridgemccarthy_) March 9, 2021
Will Tesla deliver a Level 5 car this year? Absolutely not.
Can my car drop me off at work and generate income as a robotaxi? Not with FSD.
Will Tesla still be one of the winners in autonomy in 10 years? I'd say so.