Dave Lee on Investing

Tesla FSD: LA to SF With No Interventions w/ Omar Qazi (Ep. 232)


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I chat with Omar Qazi of Whole Mars Blog about the state of Tesla's FSD (beta) build, how it's improving, and when we could see a wide release.
Timestamps
00:00 - Introduction
1:20 - Omar's SF to LA trip on FSD
8:30 - Does FSD have a nag screen?
10:55 - Improvements in FSD beta so far
15:05 - How long will FSD need human oversight?
19:00 - How might Tesla release Robotaxi?
25:30 - Challenges of a car rental model for Robotaxi
26:20 - When will Tesla roll out Robotaxi?
27:30 - Waymo vs Tesla
30:40 - When will FSD be more widely rolled out?
36:10 - Tesla's future roadmap
41:22 - Massive disruption of the physical web of infrastructure
48:15 - The autonomous pizza van
52:00 - Tesla drones and robots
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