Dave Lee on Investing

Why Tesla FSD Is Better Than Lidar? w/ James Douma (Ep. 260)


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I discuss with James Douma about Tesla's approach to depth mapping and why Tesla's approach is likely a better overall solution compared to Lidar.
James Douma on Twitter: https://twitter.com/jamesdouma​
James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Andrej Karpathy talk at ScaledML 2020: https://www.youtube.com/watch?v=hx7BXih7zx8
Timestamps
00:00 - Introduction
1:30 - Elon saying next FSD update will be a step-up change
4:04 - Timeline of FSD
9:00 - How much is Tesla's ML applicable to other fields?
10:55 - Pseudo-lidar
17:00 - How do NNs determine depth?
22:58 - Unsupervised vs self-supervised
25:00 - Overlapping camera views and time
26:35 - Challenging NNs to learn depth improving accuracy
30:20 - As NNs recognize depth, will birds eye view get more accurate?
31:55 - Strength and weakness of liar vs vision based approach
35:38 - Benefits of lidar?
37:43 - Can lidar read street signs?
42:09 - If dependent on lidar, dependent on HD maps?
43:18 - When will folks using lidar realize Tesla's approach is better?
46:18 - Matterport camera
47:55 - Lidar in the iPhone 12
49:59 - NNs are more significant to world than Wright brothers' flight
51:50 - Converging tech enabling NNs
52:45 - Moore's law and machine learning
55:20 - Conclusion
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