AP Engineers Discuss Simulation, Weekly China Insured Vehicles, New Referral Program, Pininfarina (11.22.22)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 23 November 2022
⏱️ 13 minutes
🧾️ Download transcript
Summary
➤ Tesla Autopilot engineers discuss FSD training, simulation progress
➤ BazelCon: https://youtu.be/ol5hwjr48Q4
➤ Price cut rumor reporting in China
➤ New weekly insured vehicles numbers in China
➤ Volkswagen lowers China sales target
➤ Tesla updates referral program in the US
➤ Supercharger milestone
➤ Model Y Track Mode update
➤ FSD Beta expands to more owners
➤ Pininfarina Battista sets new acceleration records
➤ Sony / Honda comments on differentiating from Tesla
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Tesla Referral: https://ts.la/robert47283
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody Rob now we're here and today we're talking about an update from a couple |
| 0:10.8 | of Tesla autopilot software engineers who've also got another week of China insured vehicle |
| 0:15.6 | numbers, a new referral program from Tesla and a few other items as well. |
| 0:20.6 | Looking at the stock finally, a green day after four down days in a row dropping 14% off |
| 0:25.4 | the stock Tesla recovering a bit today up 1.2% still underperforming slightly to the |
| 0:29.6 | market and especially to Tesla's beta and as backup 1.4% on the debt. |
| 0:34.0 | Alright first up today some nice new information shared in a presentation by a couple of Tesla |
| 0:38.4 | autopilot engineers at BasilCon. Basil is an open source software tool that Tesla utilizes |
| 0:44.1 | in autopilot development. So most of this almost 20 minute presentation is in context of how |
| 0:49.6 | Tesla utilizes basil but they do also share some items of general interest. I think most |
| 0:54.1 | interesting among those would be some information on Tesla's simulation capability for FSD which |
| 0:59.6 | leverages 5,000 FSD computers like would be in any Tesla vehicle. It talked about how they built |
| 1:05.6 | their first full rack of these FSD computer farms in 2019 built their first full data center |
| 1:11.6 | in 2020 and by the end of 2020 that was giving them simulation capability of half a million simulations |
| 1:18.8 | per week or about 30 million per year. Over the last year and a half or so then the ramp has |
| 1:24.0 | been pretty steep. Tesla is now doing about 2 million simulations per week or over 100 million |
| 1:29.7 | and from the graph that Tesla has shared here they continue to expect high growth in that |
| 1:34.1 | simulation rate looks like roughly doubling or so in 2023. So of course Tesla has talked about |
| 1:40.2 | these concepts at AI Day. I couldn't remember if they've shared this exact piece of information but |
| 1:45.5 | even if they did I think it's helpful to look at it again and just see the rate of improvement that |
| 1:49.8 | we have seen in really the last 18 months and even the last year or so in the number of simulations |
| 1:55.1 | that Tesla can process and hopefully as we see that number grow that drives faster improvements |
... |
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