ggm 16 hours ago

I believe there's a significant risk window for Tesla (the company) in this

0) irrespective of the data, FSD is sold as a must-have. And so it's released early, and buggy, "move fast and break things" style. The leadership (as publicly exposed) implies what Musk wants Musk gets. If in reality they can push back, this risk could be reduced. If he has authority in voice to push for FSD release, I suspect he will override risk concerns.

1) people believe the upsell, do risky things: accidents happen

2) regulators come down like a tonne of bricks over this, could be road safety regs or could be financial mis-representation of future value.

3) class action lawyers gin up a case, because there will be cashed up car owners who seek redress, alongside cashed up shareholders seeking an advantage.

Not a tesla owner btw. I like lane warning, my partner (the principle driver) hates it and we disable in all hired cars. I don't think I want or expect FSD. I do know people who want it so I know there's a diversity of views here. I tend to think it could work in an unknown future, with the right hedges around it (metaphorical and physical)

If Tesla's FSD smarts were being sold as IPR to other car manufacturers routinely in some senses the risk would be shared. The fact it's being kept as a product uniqueness leader suggests to me risk isn't driving the FSD development process, and so I think might not drive the release schedule.

  • panarky an hour ago

    The Twitter Trust & Safety Team was the trial run for what to do with inconvenient regulators.

  • rad_gruchalski 14 hours ago

    4) complain about too much government.

    5) buy yourself a president.

    6) doge.

zfg 17 hours ago

Musk has been lying about Tesla's full self-driving for a decade. Why stop now?

The lies worked. They boosted Tesla's share price as intended.

  • jijojv 16 hours ago

    Yes millions have bought into this scam of the decade since 2016 based on the original FSD videos https://www.youtube.com/watch?v=VG68SKoG7vE where the driver seat is only occupied for legal reasons...

    Alas the scam will continue to sell well into the next decade after buying Trump.

  • MattGaiser 17 hours ago

    And virtually without penalty for any of them beyond a meagre fine. Probably less than he has spent having people pilot video games for him.

    No social penalties. No investment penalties.

stefanwlb 15 hours ago

Man got caught out for lying about being top player in a video game... man is a complete fraud. Takes other people's achievements as his own.