FSD Beta v12 Demo, Training Capacity, Hardware 4, Megapack, Lithium (08.28.23)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 29 August 2023
⏱️ 16 minutes
🧾️ Download transcript
Summary
➤ Elon Musk livestreams Tesla’s FSD Beta v12
➤ Tesla compute capacity updates
➤ Hardware 4 information
➤ Highland / Cybertruck updates
➤ Tesla lithium refinery progress
➤ Megapack price reduction
➤ Piper Sandler issues note on TSLA
➤ Calendar
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Executive producer Jeremy Cooke
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Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
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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 Maurer here. Welcome back to Tesla Daily today. Of course, we are |
| 0:10.9 | going to be talking about FSD Beta version 12. We've also got updates on Hardware 4, Project |
| 0:15.7 | Highland, Cybertruck, and a few other items as well. Tesla Stocks starting off the week |
| 0:20.0 | in green just barely, up 10th of a percent to close at $238.82, while the NASDAQ was |
| 0:25.2 | up at 10th of a percent on the day today. Alright, FSD Beta version 12, as promised Elon |
| 0:30.6 | did do the live stream 4 version 12 on Friday. Of course, right after Tesla Daily had ended, |
| 0:35.4 | but we'll catch up on that today, he did also participate in brief Twitter space prior |
| 0:38.9 | to that live stream starting. A few interesting details from that that we'll talk about, |
| 0:42.4 | but let's just start off with the FSD Beta live stream itself, which was a Hardware 3 vehicle |
| 0:47.7 | running FSD Beta version 12 in Palo Alto for about 45 minutes with Elon just picking random |
| 0:53.2 | destinations and dropping pins and seeing how the car performed. My reaction and the reaction I'm |
| 0:58.0 | seeing from others is I think this was ahead of what we probably expected for FSD Beta version 12 |
| 1:03.2 | at this point. Not perfect, there was one disengagement and another time where it sat at a turn |
| 1:07.7 | way too long and most people probably would have intervened for that. But in general, seemed very |
| 1:12.3 | steady, seemed very comfortable, Elon remarked on that a number of times just how comfortable and |
| 1:16.3 | smooth it was. And although it probably wasn't the most challenging FSD Beta drive that's ever |
| 1:21.3 | been attempted to say the least, there were challenging scenarios with construction, |
| 1:24.7 | with roundabouts, with the testrians. And although this was Palo Alto and you can see |
| 1:28.4 | Tesla's driving around constantly, so Tesla's got a lot of data here. The routes did seem to be |
| 1:32.7 | random, so not pre-planned, which is nice to see. So overall, a really nice drive, probably |
| 1:37.7 | similar to what we might see from 11.4.7, which at this stage I think would be great for version 12, |
| 1:42.6 | as obviously it's still an unreleased version, and there are reasons for that. But again, |
... |
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