Subject: Re: FKA : TSLA
The rollout is tomorrow with details coming out and to my eye it underlines that Tesla is still (1) years away from true, camera-only FSD (2) any true FSD is unlikely to be backwards compatible, to a very substantial degree.


A Tesla Model Y delivered itself autonomously today. True camera-only FSD. No safety driver/observer. Outside the geofence. Six days after you said Tesla was still years away.


None of this has the look of a camera-only Waymo/Zoox/VW slayer that is just around the corner. Instead, it looks very similar to what Waymo was doing in 2021

It looks exactly like a Waymo/Zoox/VW slayer. It looks nothing like Waymo in 2021 (or even today).