Tesla is Far Away From Autonomous Driving
2/ Let's go way back to Waymo's 2016 Autonomous Vehicle Disengagement Report. By the end of the 2016 reporting period, Google/Waymo had operated in autonomous mode for 2.3 million miles, 636k of which occurred on public roads. (Mostly in Mountain View & neighboring communities)
— Taylor Ogan (@TaylorOgan) November 9, 2021
4/ It is important to note that not every time the safety driver turns the car off of autonomous mode is considered a "reportable disengagement" by the CA DMV. Most (unreported) disengagements are for planned takeovers. Only unplanned takeovers/disengagements count.
— Taylor Ogan (@TaylorOgan) November 9, 2021
6/ Among the least common causes for disengagements were for: emergency vehicles, road debris, construction zones, & once for weather. This was over the course of a year. pic.twitter.com/URQDgITwSL
— Taylor Ogan (@TaylorOgan) November 9, 2021
8/ @CA_DMV requires AV testing permit holders to categorize and describe EVERY unexpected disengagement. Tesla doesn't report its data because it is still a Level 2 system. Even its FSD City Streets Beta is not subject to autonomous mileage disclosure. pic.twitter.com/Z8F3eVgD3z
— Taylor Ogan (@TaylorOgan) November 9, 2021
10/ "But FSD is still in Beta." Okay, let's compare something Tesla thinks is "feature-complete" enough to recognize deferred revenue: Navigate on Autopilot - Highway.
— Taylor Ogan (@TaylorOgan) November 9, 2021
12/ But 54% of those would not be considered "reportable disengagements" by the CA DMV. So let's use the ones that would be counted: "Tricky Situations". MIT normalized the # and only counted daytime driving, which resulted in an Autopilot disengagement every 9.2 miles. pic.twitter.com/0DKC5Q6I2j
— Taylor Ogan (@TaylorOgan) November 9, 2021
14/ And even that comparison isn't fair. Waymo's 2016 disengagement rate is mostly in urban/suburban driving with turns, traffic lights/signs, etc., whereas Tesla's disengagement rate is on highways and well-lined lanes with NO turns, traffic lights/signs, etc.
— Taylor Ogan (@TaylorOgan) November 9, 2021
16/ ...meanwhile, @Waymo has robotaxi fleets in operation with no human driver behind the wheel. Sure, Waymo's robotaxis may look ugly & cost as much as a Tesla Model S with all the sensors & computers they use, but Waymo has successfully taken the human out of the driver's seat. pic.twitter.com/EojBFb3KJQ
— Taylor Ogan (@TaylorOgan) November 9, 2021
18/ Waymo isn't the only company with impressive disengagement stats. China's @autoxtech and @PonyAI_tech logged 20k and 10.7k miles between disengagements, respectively. pic.twitter.com/KKgFBbg7E7
— Taylor Ogan (@TaylorOgan) November 9, 2021
20/ And these actual robotaxis are not just limited to California. AV companies are deploying robotaxis all over the world. https://t.co/Wfur6vPHQY
— Taylor Ogan (@TaylorOgan) November 9, 2021
22/ Tesla's FSD Beta software improvements do make for good YouTube content, but the rate of improvement and actual capability pales in comparison to other AV companies. This isn't about geofencing, or the cost of the components, or HD mapping, etc. https://t.co/0vP00vyzS7
— Taylor Ogan (@TaylorOgan) November 9, 2021
Follow @snowbullcapital Follow @TaylorOgan23/ This is about actual, functioning robotaxis vs. two PowerPoints (2019 & 2021) and misleading label for a (mostly) useful ADAS.
— Taylor Ogan (@TaylorOgan) November 9, 2021
There's a reason you'll get arrested for doing this in a Tesla, but have to pay to do it in an actual robotaxi. pic.twitter.com/jayGbAocrJ