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selling YOU the most expensive software | Tesla FSD | Tesla stock - YouTube
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Hey friends, how many of you been watching
FSD beta 9 videos over the weekend? I鈥檝e
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watch so much, I鈥檓 certain my mooning thesis of tesla
just got stronger. I know a bunch of you been
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asking where is my Model 3 Performance? coming
coming, so said my last girlfriend.
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Tesla sells the most expensive retail software
in the world, $10,000 each! And it鈥檚 going
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up. Soon they will soon sell millions. Think
about the amount of cars Tesla makes, multiply
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by software. Full self driving alone is worth
more than Tesla鈥檚 value now.
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I believe, Elon too and many believe, cars
without FSD is like going back to the old
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days where elevators were dangerous. Let鈥檚
have a small talk about the tech of FSD.
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I scanned through the entire CVPR 2021 conference,
held recently, watch presentations from mobileye,
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Waymo, Cruise, other Chinese companies, basically
everybody just to see what鈥檚 up. Nobody
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doing what Tesla is doing.
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To achieve full self driving, depth needs
to be solved. All other companies are using
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the Lidar + HD map approach. It鈥檚 great
to level up fast, but this method comes to
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a plateau quickly. It鈥檚 unscalable to collect,
build and maintain HD Lidar maps. Road condition
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always change from blockage, to road works
to redirection. Let me tell you how I failed
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my 1st driving test. I failed due to speeding.
Which I really wasn鈥檛. Apparently the night
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before, there was a thunderstorm, the speed
sign dropped. For those in Singapore, it鈥檚
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the only road towards paya lear airbase, 19
years ago. Anyways, Tesla took the harder
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approach. Using pure vision to drive. We humans
been driving base on 1 set of eyes. We don鈥檛
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have Lidar assisting us. We humans use a set
of eyes and our brain perceive depth. Our
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eyes doesn鈥檛 give you depth. If someone
always been blind is one day able to see,
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they can鈥檛 understand depth. It takes our
brain time to understand depth.
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This is what Tesla is doing, it鈥檚 a huge
mountain to climb, they finally done it. Using
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computer vision to solve depth. To a stage
where Tesla is removing radar because vision 100X better
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Tesla is now able to use just vision alone,
and form it鈥檚 own 3D perspective of the
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world. 2 twitter accounts, I assume hackers
are able to see how the Neural Nets process
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depth. It creates many data points to build
it鈥檚 own version of the world. Tesla illustrated
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this a while back. This is a 3D reconstruction
just using vision. Meaning simple video footage
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converted to 3D vector space. No radar, no
lidar, no HD maps. Just a low resolution video
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image. It鈥檚 groundbreaking.
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Many argue, why not add more sensors for redundancy.
It may be true for most cases, but again,
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Tesla is trying to get FSD 99.9999999% it
becomes the march of 9s there will be edge
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cases and extra sensors can be dangerous.
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For example, Andrej showed radar giving false
input under emergency braking. If two sensors
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are giving conflicting data, who do you believe?
A probability chart here not going to do any good
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Wrapping up, FSD beta 9 is finally out.
It鈥檚 been a long time. FSD is life changing.
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The safety is unparallel, unmatch, that alone
is priceless saving tons of lives. The added
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benefit is time. The amount of time we spend
traveling, averagely is 200 hours a year.
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We could use that time to be productive or
take a breather for our brains. I can鈥檛
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think of another company having that much of an impact
on human society right now changing lots of lives.
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I'm a proud Tesla shareholder. Are you? Common..
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