James Douma and I go over the latest Tesla FSD Beta 10.69 update and improvements, Tesla stock split and the exciting Starlink + Tmobile announcement.

Timestamps:
00:00 - Introduction
00:50 - Tesla stock split
01:57 - Starlink + Tmobile announcements (direct phone-to-satellite connection)
13:20 - Starlink coming to Tesla cars
15:55 - Chuck Cook's unprotected left turns
29:47 - Ashok Elluswamy (head of Autopilot) presentation at CVPR'22 about Occupancy Networks, Implicit Collision Network
51:33 - Tesla FSD Beta 10.69 release notes 
1:29:25 - Conclustion

Ashok Elluswamy keynote at CVPR '22, Occupancy Networks, https://www.youtube.com/watch?v=jPCV4GKX9Dw

Tesla FSD Beta 10.69 release notes: https://www.notateslaapp.com/software-updates/version/2022.16.3.10/release-notes

James Douma on Twitter, https://twitter.com/jamesdouma
James Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

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MONSTER Tesla FSD Beta 10.69 update, Starlink coming to Tesla cars w/ James Douma #32 (Ep. 631)

Hi, I’m Dave Lee and welcome to my investing channel.  I share my journey, lessons and thoughts on investing and personal finance to help people grow their resources and use those resources on what’s good and true.

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I talk with Alexandra Merz about Tesla’s upcoming annual shareholder meeting and the two main issues being voted on: 1) Re-approving the 2018 Elon Musk Compensation Plan, and 2). Redomestication of Tesla to the state of Texas.

Alexandra Merz on X (formerly Twitter): https://x.com/TeslaBoomerMama

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I’m joined by James Douma as we discuss Tesla’s latest FSD v12 (supervised) release and how ti compares to previous FSD versions.  We also dive into Robotaxi, Optimus, LLMs, and more.

James Douma on Twitter, https://twitter.com/jamesdouma
James Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

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This morning, I received Tesla's FSD v12.3 software update in my car, and here’s my first impressions.

1. Overall, I’m super impressed.  Ride quality is much more human-like than v11 with acceleration, braking and turning all much improved.
2. Smart decisions - overall, v12.3 made better and smarter decisions in challenging situations than v11.  Several places where I know v11 would have difficulty, v12.3 handled with ease.
3. v12.3 handled speed bumps perfectly.
4. Many of my rides today were flawless and exactly how a human would drive.  v11 has a rigidity that is gone with v12.3.

Overall, I’m quite blown away by v12.3.  I was expecting a version that was comparable to v11 - better in some ways and worse in other ways.  But what I’ve experienced (so far) is a system that feels much more confident and capable than v11.  v12.3 is far from perfect and there’s still a lot of work ahead for Tesla’s FSD team but the end-to-end neural net approach looks like it’s clearly the right approach.

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I discuss thoughts from Tesla’s Q4 2023 earnings report, shareholder letter, and Elon Musk’s comments to investors.

Tesla Q4 2023 shareholder letter: https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2023-Update.pdf

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MONSTER Tesla FSD Beta 10.69 update, Starlink coming to Tesla cars w/ James Douma #32 (Ep. 631)

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