Tesla Earnings | Margin Up | All in Autonomy

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Great video. Yeah I would say the business has progressed a lot since 2020 despite major improvement needs to be done .

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One major factor for FSD imo is the FSD Hardware on each Tesla car. Tesla is no longer compute-constraint on the server, but on the vehicle side, FSD on HW3 is notably weaker. TLDR; I'm not sure HW4 can handle Full Unsupervised FSD.

DonkiDonkey