How big is Tesla’s FSD lead? w/ James Douma

Описание: I’m joined by James Douma discuss his recent "perfect" FSD Beta drive in California/Oregon, Elon Musk's comments on FSD and TSLA, and thoughts on Tesla competition.

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Timestamps:
00:00 - Introduction
00:45 - Impressions using Starlink
04:30 - James Douma recent FSD Beta experience
09:30 - FSD Beta speed signs
11:11 - Challenge of hairpin turns
15:50 - FSD Beta improvements
18:30 - vs Waymo or Cruise
25:45 - 5 year behind? Or more?
31:50 - Market ignore FSD because of uncertainty
34:30 - Will every car manufacturer have Level 4 in a few years?
36:55 - Autonomous driving for consumer cars vs commercial taxis
45:50 - Elon Musk: Without FSD, Tesla basically worth zero... what does that mean?
51:55 - What kind of humanoid robot prototype will Tesla show at Tesla AI Day 2022?
59:25 - Conclusion

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