Why Tesla FSD V12 will leave Waymo in the dust (customer review)



Thanks for listening! Subscribe to the channel.

Show your support and get access to perks:
https://www.youtube.com/channel/UCe_HuQyI2_vluXeXuUzMfxg/join

Follow me on X: https://twitter.com/jcubhilton

Yaman’s space source: https://youtu.be/DM_mHe3Hleo?si=paG6e73evpUTJrMR

Yaman on X: https://twitter.com/ValueAnalyst1

Whole Mars Catalog: https://twitter.com/WholeMarsBlog

Sawyer: https://twitter.com/SawyerMerritt

The Ark invest Convo with tasha keeney: https://youtu.be/q-lWtJl1sdw?si=-AcGFK-pTPKyD0ML

source

23 thoughts on “Why Tesla FSD V12 will leave Waymo in the dust (customer review)”

  1. What Tesla is doing with fsd I’m completely confident will never result in truly driverless driving. Even the Waymo ceo says he doubts we will have fully autonomous driving in our lifetimes. And Waymo is probably number 1 in this area.

    Reply
  2. Who cares. Really, who cares. The majority of Tesla buyers do not buy FSD. To most people this isn't worth the money. If you think you are going to rent your car or as a taxi good luck. Your going to get your car destroyed by pigs and your insurance company will charge you a fortune. The cost of FSD is an expense that most people will not buy. They don't now.

    Reply
  3. Tesla better then waymo cap there are literally videos of waymo driving for 4 hours straight without any interference. Tesla has at least one every like 2 to 10 minutes have you seen whole Mars videos. Sometimes he literally has to grap the wheel so that Tesla won't hit something lol. He'll then say that was bad but then continue how it's better then waymo lol. OK if Tesla is so good let them be responsible for every crash fsd makes because waymo is responsible for every crash. It's so easy to say omg we're so much better we have 2 million cars when you don't have a lawsuit hanging over your head and a single crash will destroy their company.

    Reply
  4. So, if you instead try to look at the actual V12 videos and previous. I mean look at them. You will see that it is nowhere near completion. You only look at the cars handling blindly. Overlooking all that the car does not see and percieve correctly. A tip, look at people, look at how the car navigates, illigal lane use, breaking rules all the time, it does no know where the road is. Something that consistently have been the same since V10. Zero improvement. Also, in what area of the world are 95% of videos shot? It's so delusional it's redicolous. Have you seen thar car on snow, disregarding the low friction, that can likely be solved, not a thing in San Fransico? Have you looked at a Waymo video comparing the vizualisation of stuff. They see th handle of a workes shovel, Tesla fail to see motorbikes five meters in front. No lidar, no way! But please, don't take my word for it review it youself. You will be convinced in five minutes. Compare what the car does, how close it gets to people and if this person is vizualised or not. Look at sequences with non obvious video detection of people. Grey clothes against grey wall, partly obscured and so on. It is consistently trash. The fact that the videos do not show people runned over is more a testament to the ability of all participants of traffic is really good at avoiding eachother, compensating for the mistakes of others.

    Reply
  5. Even if fsd has 10 times less accidents than a human the media will go into a massive frenzy at the first accident it would be a political catastrophe there are at least 100 million Americans that don't like Tesla traditional type of people

    Reply
  6. Tesla/Musk "vision only" radicalism is very short-sighted (pun intended)
    A plurality of different sensors is the future. Just like airplanes use a flurry of different sensors for IFR (no visibility) as opposed to VFR.
    This is literally a question of life and death. Ultra redundant sensors may not be cheap but its the way to go.

    Reply
  7. Tasha is delusional, FSD is not fully autonomous, they have a long way to go before it is.

    I’m heavily invested in TSLA btw, I want them to win, but their progress has been lackluster. We’ll see if V12 improves things.

    Reply
  8. I'm afraid that this is far off the mark because it misses what the challenges are. Scaling is not about fleet size. It's about infrastructure. There are so many challenges right now that Waymo has overcome which Tesla has really not started on and doesn't even appear conclusively determined to attempt. We should not treat it as a given at this point that Tesla is determined to create robotaxis. They don't need them to have a viable business, as they're proving today. And they may not be especially attractive from a business standpoint.

    About your focus on real-world miles – it's misguided. Simulation testing is actually much more useful and is the focus of development. Re-running identical scenarios before and after making changes is how software gets improved. Creating situations to target specific training purposes is key. Waymo is tested in the real world, but it is developed via simulation. And honestly, we're seeing more and more that Tesla has consistently moved this direction as well, implementing simulation strategies that Waymo has had in place for years.

    The people here telling you that cost is such a factor in Waymo's scaling are misinformed. The cost is manageable for them already. They are not expanding their business gradually because of vehicle production challenges. They are advancing slowly because they are building the infrastructure, building the relationships and improving the technology. It's a simple fact that you can not offer autonomous vehicle services without extensive human infrastructure in place to support them.

    It must also be noted that it is a very open question of whether Tesla can put autonomous vehicles on the road which lack sensor redundancy. Imagine if a Tesla gets into an accident because one of its cameras fails to work, and Tesla's explanation is that it, unlike other autonomous vehicles on the road, does not have backups for that particular vision direction. That's a problem, and it's not at all a given that regulators will allow vehicles to operate with that caveat. Tesla is also not doing vision as well as other companies yet, either in terms of the number of things it recognizes or the accuracy of its results. Again, this presents a liability risk for Tesla because it comes down to a decision they made to opt for lower costs at the expense of quality. We can be sure that mistakes FSD makes will be looked at with this in mind. It's another reason why it may not make financial sense for Tesla to take on this additional liability when today they can conveniently place all blame on human drivers.

    Some other odds and ends. No, Tesla can not release a limited robo taxi service this year. They haven't even begun solving many of the pieces that go into that. Tesla's compute infrastructure is advancing, but it is in no way competitive with the likes of major tech companies like Google. It appears that with Dojo they reach about 1/1000th the compute power of Google. It's one of the reasons Google is still recognized as the leading AI company.

    I recommend reading Brad Templeton's work. He's a Tesla owner who I believe happens to also be the foremost media expert on this topic. People are far too focused on the things Tesla is doing and not on the things they aren't.

    Reply
  9. I’m Tesla owner and supporter, but have to agree with many of the comments that they need more redundant and better sensing. They may also need more redundant compute as well.

    Reply
  10. Pure bullshit. Tesla will not have anything remotely close to "robotaxi" this year. Or next year. Or the year after that. Or…
    No Tesla on the road today will ever be full self driving. No one. Will not happen.
    Ark invest is only trying to up the stock so they can sell their share without too much loss. They have already sold a bunch of it.

    Reply
  11. Five years ago, Tesla said they was going to solve FSD now they keep moving it up to five years! LOL Waymo is way ahead of Tesla and already a level 4 FSD. The U.S. by than will make Waymo the standard FSD where Tesla will have to use Waymo system on Tesla cars.

    Reply
  12. These comments about Waymo vs Tesla are from people that have no real idea what they are talking about. Smoothing and better in many cases isn't the litmus test for robotaxi. Can Tesla FSD V12+ drive itself without any driver behind the wheel and not cause any issues, especially injury or deaths? If not, let's avoid fantasizing.

    Reply

Leave a Comment