TESLA SKIPS FSD MODEL ALTOGETHER, HUMANOID TRAINING BREAKTHROUGH, ROBOTAXI TAM EXPLOSION

EV Channels Review

The video provides a comprehensive update on Tesla's advancements, particularly focusing on the new FSD model with a 10x increase in parameters, expected by late September. The discussion delves into the technical nuances of video compression loss and its compatibility with Tesla's 'photon counting' strategy, citing insights from experts like James Dma and Phil Bisel. While the increased parameters offer potential for more nuanced AI, the reviewer cautions against expecting a linear 10x improvement in performance. The piece also touches on Tesla's sales performance in Germany, contrasting it with strong results in South Korea. A significant portion is dedicated to the burgeoning robotaxi market, with projections of a massive TAM explosion and Tesla's plans for public ride-hailing in the Bay Area. The video highlights the challenges and potential of autonomous driving, including a lawsuit against Tesla for allegedly concealing risks. Finally, it briefly covers Optimus humanoid robot training breakthroughs using world models and touches on other Tesla news like Supercharger voting, Roadster patents, and financial updates for competitors like Lucid and Rivian.