Esben
@EsbenJohnson
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Joined November 2014
Was just getting warmed up
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10x larger FSD model with chain of though reasoning and a lot of reinforcement learning is still cooking…. 👀🔥
NEWS: Elon Musk says FSD Unsupervised is "pretty much solved at this point" and that @Tesla will be launching Robotaxis with no safety monitors in about 3 weeks in Austin, Texas. He also teased a new FSD model is coming in about 1-2 months. "We're just going through validation
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FSD 14.2 was released 21st of November, almost 3 months ago. That is a long time in AI. What are you cooking @Tesla_AI ?
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Waymo vs Tesla Robotaxi is shaping up to be case study in "The Bitter Lesson"
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Elon Musk, on $TSLA earnings: Tesla is in a uniquely strong strategic position because we are the only ones making cars that technically we could sell for zero profit for now and then yield tremendous economics in the future through autonomy, no one else can do that.
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@jamesdouma V14 will be better than human for sure, but I don’t know if it will be 10X. Maybe 2X to 3X. V15 has a shot at 10X.
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Weird to be alive during the AGI invention era. Something spooky going on
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Desire is a contract that you make with yourself to be unhappy until you get what you want.
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July 23, 2025 (Q2 earnings call): Tesla will begin allowing owners to add private/customer vehicles to the robotaxi network “sometime next year” (i.e., 2026). • June 2025: “You can add it to the fleet for a few hours, for a few days… Tesla would take a cut, but most of the
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Let’s wait and see if this actually works for actual customers
@heydave7 The automakers keep being told that this isn’t real or that just buying some hardware from Nvidia will solve it. As Tesla robotaxis become widespread and their other solutions don’t work, they will naturally turn to us.
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can't wait for Tesla Q4 earnings with updates on FSD, robotaxis, Optimus V3
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Soooo 14.3 with chain of thought reasoning this month and 10X param model (14.4?) in ~February? @wholemars (…And 10X model not needed to go fully driverless in Austin??) hmmm exciting times
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Is there inflation on time itself? Thinking no. Meaning Tesla FSD will be worth so much in TIME
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How much is 5 million robotaxis worth if deployed today in the US? 10.6 trillion dollars says Grok
grok.com
How much is 5 million robotaxis worth if deployed today in the US? List your assumptions and give me
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FSD 14.2.1 to be the one that goes wide and all 7 FSD approved countries?
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Over two months ago 14.2 was supposed to roll out in a few weeks… when can we expect 14.2 @aelluswamy @Tesla_AI ?
Many more Tesla self-driving V14 improvements still to come, but wide rollout of V14.1 has begun. 14.2 rolls out in a few weeks and then 14.3 a few weeks later, depending on safety testing. There is so much change that we are carefully confirming each one.
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A lot of complexity layers, both in hardware and software, are peeled off with CyberCab
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@RationalEtienne @F9Block5 While perhaps obvious in hindsight, it turns out that the only way to solve self-driving is to solve a big part of real-world AI. That is what Tesla is doing, both in hardware & software. Unless a company is good at AI with tight compute, it’s hopeless. This is insanely hard.
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