Valid…

 

Tesla has spent billions trying to solve autonomy when all they had to do is buy the tech from some random company in China. The wisdom of this forum is unmatched.

 

Who on this forum has said that? Nobody I have ever seen.

They are saying that other carmakers will license technology from other companies if they don't develop it themselves in order to compete with Tesla.

 

And Tesla can do the same thing instead of spending billions doing it themselves.

Right here
At best Tesla has a 2 year advantage barely a blip just buy the tech from this random company in China. Billions wasted by Tesla. No value in their training cluster, video data, ASIC FSD hardware.

 

Without Tesla there wouldn't be the same push towards autonomous driving and there wouldn't be other companies with products that could be licensed to Tesla's competitors. Hell, Tesla may decide they want to license their FSD to others.

I'm not sure what your point is...

 

This is what my brother is reporting regarding FSD v14:

 

damn how did he get 14?

 

as lex2k points out, if it’s this simple, are you saying tesla’s billions invested was/is a waste of time?

yes having the highest selling vehicle in the world in 2023 or 2024 not sure, and almost highest (rav4 just higher) the next year must be awful.

from my unscientific conversations with people, most have no idea what electric vehicles of any kind are like and as more learn sales will continue to go up, including for tesla.

 

just noticed on the app, so now installing.

 

Why should "some chinese company" bother with autonomy simply license it from some other Chinese company. Problem solved.

 

right, it's 'just software'.

 

Nobody is saying it is simple, there are other companies investing same money or more than Tesla. Now, yes Tesla is using that capital better but there is no doubt multiple companies are investing billions, and they have been doing it for years. I would bet Tesla is not even in top 5 companies by capital investment, they are just smarter.

As to EV sales, there is no doubt that Tesla sales are stagnating, and while we do not have to go in depth for reasons, their worldwide market share is dropping fast. There is no advantage to Tesla when it comes to battery or motors. Their advantage in cell to body battery packaging lasted for 1-3 years for instance. Their published but never produced advantage in boxed production is now going to be a first by some other manufacturer who was willing to invest into it when Elon wasnt.

If anything, Tesla has been capital light with their investments so it is quite interesting for how long will they be able to capitalize on their lead.

When it comes to FSD and Level 2+, Momenta.ai seems pretty advanced and it is something they license to many different manufacturers, including Toyota, GM and Daimler (as well as Saic). Other companies competing well against FSD in China are Xpeng and Huawei.

Tesla might be ahead of them in USA due to the closure of the market to the Chinese but not going to be 2 years ahead in rest of the markets, let alone more than that. Just like they are not ahead in battery tech, motors anymore.

p.s. while I am not a Tesla investor (or in any of these brands), I own 3 different Teslas.

 

Tesla does not publicly disclose how much they spend on autonomy.

 

I wonder if 14 works better in inclement weather. I actually had to self drive today, due to it raining heavy most of the way through GA, TN, KY and IN. A little disappointing, but expected. It seems to look at the weather ahead, as it was saying the speed would be reduced due to the weather ahead. When it started maxing out at 55 in a 70 I had to take over, or get run over.

 

Safety is always going to be first when FSD is in use, and unfortunately a lot of drivers haven't figured this out. A couple of weeks back we had a sudden rain downpour in the Bay Area, and wouldn't you know it, a few jack asses caused a pile up on the freeway, completely shutting it down because they wanted to drive 80 in pouring rain.....