4 ms·

Tesla Master Plan Part 4

4 points by cycomanic 1y ago

andsoitis 1y ago
We are building the products and services that bring AI into the physical world. Similar to living organisms, and unlike traditional AI, which operate in abstract digital environments, embodied AI enables robots to learn by doing. It seems very plausible to me that the next step function change in AI is if you can connect perception, cognition, and action through direct physical interaction with the world. But more than anything, what stands out to me is the optimism in improving life for humans as articulated by their guiding principles.
- Zigurd 1y ago
  Tesla could possibly claim to participate in this shiny future, if only they had the geospatial data that Google has. Lack of real world data is why FSD sucks.
  - jqpabc123 1y ago
    Lack of real world data is why FSD sucks. All the data in the world can't really fix FSD because driving is a dynamic activity filled with unique, constantly evolving conditions. FSD sucks because it is poorly engineered. It has no redundancy. It is built around a single point of failure --- vision. If this fails for any reason (sunlight, darkness, rain); it is essentially driving blind. Tesla's engineers understand this but apparently Muck doesn't --- his main skill is marketing and salesmanship (targeting investors) --- not engineering.
    - Zigurd 1y ago
      All true. I am pointing out another dimension in which FSD faces a large obstacle to working well enough to be a real product.
nabla9 1y ago
1. Car company (x) 2. energy company .. 3. robo taxis (by 2019) 4. robots 5. manufacturing company Less than 10% of Tesla's value is in its existing car and battery business. The company's car business is being left behind by the competition. Tesla's revenue hasn't grown in three years, losing market share and not producing new models. Chinese companies are far ahead in battery technology. Rest is hype. ps. Google, Amazon Robotics, Hyundai/Boston Dynamics, even Nvidia are ahead of Tesla in robotics research.
deleted 1y ago
[deleted]
jqpabc123 1y ago
It seems that Tesla's real strength is producing grandiose projections for success in it's ever changing target market. As an example, in 2024 they projected a 30% increase in auto sales for 2025. Back in reality, sales thus far this year have reportedly declined by double digits.
- walls 1y ago
  The only thing that matters now is how well you can lie.

4 points by cycomanic 1y ago

We are building the products and services that bring AI into the physical world. Similar to living organisms, and unlike traditional AI, which operate in abstract digital environments, embodied AI enables robots to learn by doing. It seems very plausible to me that the next step function change in AI is if you can connect perception, cognition, and action through direct physical interaction with the world. But more than anything, what stands out to me is the optimism in improving life for humans as articulated by their guiding principles.

Zigurd 1y ago
Tesla could possibly claim to participate in this shiny future, if only they had the geospatial data that Google has. Lack of real world data is why FSD sucks.
- jqpabc123 1y ago
  Lack of real world data is why FSD sucks. All the data in the world can't really fix FSD because driving is a dynamic activity filled with unique, constantly evolving conditions. FSD sucks because it is poorly engineered. It has no redundancy. It is built around a single point of failure --- vision. If this fails for any reason (sunlight, darkness, rain); it is essentially driving blind. Tesla's engineers understand this but apparently Muck doesn't --- his main skill is marketing and salesmanship (targeting investors) --- not engineering.
  - Zigurd 1y ago
    All true. I am pointing out another dimension in which FSD faces a large obstacle to working well enough to be a real product.

nabla9 1y ago

1. Car company (x) 2. energy company .. 3. robo taxis (by 2019) 4. robots 5. manufacturing company Less than 10% of Tesla's value is in its existing car and battery business. The company's car business is being left behind by the competition. Tesla's revenue hasn't grown in three years, losing market share and not producing new models. Chinese companies are far ahead in battery technology. Rest is hype. ps. Google, Amazon Robotics, Hyundai/Boston Dynamics, even Nvidia are ahead of Tesla in robotics research.

deleted 1y ago

[deleted]

jqpabc123 1y ago

It seems that Tesla's real strength is producing grandiose projections for success in it's ever changing target market. As an example, in 2024 they projected a 30% increase in auto sales for 2025. Back in reality, sales thus far this year have reportedly declined by double digits.

walls 1y ago
The only thing that matters now is how well you can lie.