Tesla vs Mobileye: who will win the Full Self Driving battle?

How does Mobileye compare to Tesla in terms of full self driving (or autonomous driving) capability? How does the hardware compare? How about the software? How do the two companies differ in their philosophy and their execution? Do they both use deep neural networks, machine learning, Artificial intelligence, big data, and their fleet of millions of vehicles to train their models? Watch and find out!

Tesla vs Mobileye: who will win the Full Self Driving battle?

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[polewatcher]

I've been hoping for a video like this (Tesla vs Mobileye) for a long time. Thks!!

[Dranomoly]

This is exactly why competition is a great thing.

[kegwf]

One very important point that I didn't hear you mention is that all the current Mobileye data is from a single center mount camera.
EyeQ4 is the first chip able to handle multiple surround cameras, so all those billions of miles are monocular vision Driver Assistance, and thus not comparable to the full suite of sensors that Tesla has been running from the beginning.

So I don't see the billions of miles of data that they have being nearly as valuable as Tesla's data, and not really useful for an entirely different system with a bunch of cameras and lidar, radar, etc.

ME has been focused on being a driver assist system all along, and now they have to make the jump to a FSD system with an entirely new processor, entirely new sensor suite, and entirely new focus, and I think it's going to be just as hard for them to make that jump as it will be for Waymo etc to make the jump from riding on the HD mapped "rails" to being able to operate in the wild as truly FSD wherever a person wants to go.

That's the big difference between Tesla and everyone else, they have always been working on the end goal of free range FSD where the car can drive with the same inputs as a human, where everyone else is giving the car a crutch of a preprogrammed route for it to follow, and no ability to truly navigate fully on its own.

ME has been focused on the Driver Assistance, and did a pretty good job, but that's not directly transferable to FSD, as they have made clear with an entirely new sensor suite for FSD, including parallel redundant vision and lidar systems, showing that they realize that their existing system is not adequate.

Tesla in the mean time is working with the full dataset from the full sensor suite, with full focus on giving it free range FSD capabilities, and doing very well with their iterative process, despite the competition throwing inaccurate shade at them.

Stuff like realizing that they need to process 360 video rather than just individual images is stuff you have to learn by doing.

Another benefit Tesla has is full access to their systems.
ME only gets data from some of the manufacturers who use it, and it's limited based on the individual contracts, and they don't have the ability to upload frequent updates to try different things, not that there is much to try since it's only a single camera, and a limited processor.

Tesla has the FSD system working in shadow mode constantly, and so is able to actually test out the system constantly on all the vehicles, and also has the ability to constantly upload new software to try out improvements in real time.

Once ME starts shipping surround camera cars, then we can get an idea of where they are in relation to Tesla, but I don't think that single camera assist has prepared them for FSD.

[DvHedensted]

My money is on Tesla, Tesla uses 360 view, where ME uses front view only.

[caseymuni]

Lidar makes a necessary redundancy for an added safety. Mobileye makes high definition maps with their fleet and that continually updated and expanded. Who's going to win fsd race?
The company that will prove to the authorities to be safe.

[damartimantilla]

Excellent info. Had never heard of Mobileye.

[CooperateMind]

Note: as Tesla mentioned, since they have access to the cars hardware, they give more weight to the data when the driver takes over. This distinguishes them from the competitions.

[archigoel]

Mobleye left Tesla because it wanted full control over the data Tesla was generating and wanted Tesla to stop its in-house development of Autopilot.
Musk was very clear that he wanted this capability to be brought in-house, but they were not ready when Mobleye pulled the plug over excuse of an accident.
No auto supplier leaves a big customer over an accident, to suggest otherwise would be naieve.

[marianomedina]

I was deciding what company to invest and you gave me the missing piece of the puzzle. Thank you!

[hectorarcelus]

I believe Tesla's process to get to FSD (appears) to be making the system act on "instinct". Will they succeed? I have no idea, but if they do their cars will become adaptable any place on Earth or for that manner the Moon and Mars. Watching your videos and reading articles about Tesla FSD shows me that. If they succeed all planes, boats and ships will adapt to all conditions they find themselves in. Watching Natgeo how predators adapt to conditions (dolphins). It is awesome.

[ChrisBrengel]

Great vid, thanks! This is the first time someone has seriously suggested that Tesla won't win.

[LunnarisLP]

The thing with tesla is, that they aren't thinking in terms of "will we solve full self driving", but rather as "how can we provide fsd extremely cheap to a broad amount of the population".
Solving FSD is just a matter of time, it's not a question of "if" but rather a "when". The big difference is, that every tesla sold right now, already has everything it needs to use FSD in the future, while the competition has special test cars with funny looking sensors on the top usually.

[Xabier]

For some reason I have a feeling Mobileye will win.

[dennisthemenace]

It would be interesting to know how many platforms that host the MobilEye technology actually have the connectivity to return data to MobilEye to be processed and can support regular updates to the platforms so that they can gain improvements that can be used in the real world. I doubt that all of the vehicles that are claimed to be generating learning data for MobilEye actually have real time reasonable bandwidth connectivity. This connectivity is not required for automatic lane keeping and other ‘super’ cruise control purposes...

[nilsfrederking]

The most difficult hurdles will be bad whether conditions and intelligent decision making. Just as an example, in winter often the drivable space differs a lot from the situation without snow so cars need to drive based on vision and not on maps. Regarding intelligence there will regularly occur situations where the system has to decide intelligently, as not every situation can be preprogrammed.

[mvlad]

Great info on self driving technology details.

[cheezzinator]

The large stationary object not being detected is not a vision problem, but a radar problem.

[barry]

Well, this is at least one of the more informed videos on the subject, but it still misses out some key points.

Mobileye's system as seen on it's entirely hands-free trips in the hectic streets of Tel Aviv and more recently Munich, is purely camera-based, nothing else. This is the Supervision system they will be releasing later this year and it is way beyond Tesla FSD in the complex driving scenarios it can navigate. That's the big difference between a hands free system and a system like FSD Beta that needs constant hands on and monitoring because it may do "the worst thing at the worst possible time".

Separately, Mobileye are developing with Intel improved radar and lidar technologies which will be unobtrusive and much more affordable. This second system will work separately and alongside their camera-based system, one assisting the other.

Whatever Elon has said, Lidars CAN and DO offer improvement beyond cameras alone. Cameras are degraded in their ability during low light conditions and direct sunlight. Lidar works fine in these scenarios, plus it can often "see" what can't be seen. For instance, a child or vehicles coming out from behind another object. Any benefit, to whatever degree, is still a benefit and in the case of Mobileye's future system, should one system inadvertently fail, the other can immediately take over.

Also, the video fails to take into account the main approach behind both companies. Autopilot FSD is being developed for Tesla's own vehicles, whereas Mobileye's system will be used as the autonomous system for multiple vehicle manufacturers. Therefore, they are not necessarily in direct competition.

Personally, I think both companies systems will do well in the long term but I believe Intel Mobileye will win the race to full self driving.

[Amuzic_Earth]

Today it took me more than an hour to watch this video as my mind was getting drifted...the reason? today I testdrove an electric car for the first time...I have an electric 2 wheeler, and I am an avid follower and proponent of EVs since 2015, but the real experience of driving one is really making my mind drifty. It was particularly special because I am from India and there are only 3 proper EVs(Kona, ZS and Tata Nexon if you omit the high end EQC and I-PACE) that are being sold in India since last year, and most of last year was in lockdown. And I am living in my hometown nowadays which is bit backdated when it comes to EVs, so it was months of cajoling and promoting the local dealer to bring an EV. And guess what they not only brought it, but they are becoming an authorized dealer to sell EVs(Tata Dealer) and soon will install a fast charger at their place. All of these is first in my city..I could never imagine this happening at the beginning of 2021, I thought this was still 2 years away. But, constant nagging, phoning people works. So, yeah you might notice bit of of a bump in your average view time.

[pathfollower]

Great video! My two takeaways,
I think the actual draw for Tesla hardware is closer to 80 watts but lets go with 100. So at around 350 watts per mile three and a half hours of driving would cost you 1 mile of range from FSD computer draw. So, is that even a thing?
A second radar would also seem to give redundancy to the large still object on road ahead, without requiring the integration of a whole new kind of sensor suite. But I don't know cost of radar.