this post was submitted on 05 Apr 2024
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Untill they released FSD Beta V12. The leap it took from the previous version is insane. It drives really good now.
How does it compare to Waymo and Cruise? How many cities let driverless Teslas roam around? Those are the questions that will get asked from here on out, since they said they want to compete there.
I don't know anyone who makes videos about Waymo or Cruise on YouTube so I have no clue how it compares. That wasn't my point. I'm only comparing current FSD beta to the previous versions of itself.
CYBRLFT does ridesharing videos where he lets FSD beta do the driving and I believe the success rate with V12 has been over 90% that the car didn't need any driver interference.
My point is that if they make something novel, which is a very good driver assist system for general use, it's fine to compare it with previous versions of itself, since they might be market leaders there. But since Musk says they are trying to compete with the robotaxi companies, now every positive achievement will be compared to their competition, not themselves.
I'm not saying Tesla is not getting better, or even how good it is, I'm just saying Musk just massively raised the bar on expectations, and not even in a way that would get their stock up substantially.