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Don't kid yourself, the car has no bandwidth storage or performance to send back anything other than a few raw frames from disengage events or other rare triggers.
Why would you say that? The car has LTE and connects to WIFI. It could easily send way more data than any care company at any time including over WIFI.
...out of all the things I expected to see from a Tesla stream, I definitely did not expect a 25 minute discussion on the cost of 32bit additions, dot products, sram bandwidth, and chip design, at the level of a third year college hardware course.
I keep saying this he knows what he doing. You can tell he knows what's happening. Which is rare for a CEO to know this level of detail.
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It was pointed out that All data is anonymized.
That's fine. I don't care who's driving the car carrying the camera. I care about what the camera can see. If you've ever been sent an Amber alert for a local child abduction it often comes with a description of the car that the suspect is driving. If I'm in law enforcement I'd much rather get an emergency warrant to ask Tesla to query the network to find that kind of car in a given geographic area.
The future is here, and computers will see everything in excruciating detail via multiple planes of information. The power you consume, the data you send, the money you spend, the media you watch, the words you write, where you go.
It’s all out there in the world. There’s no taking it back, though we may be able to legislate about its use.
- Telsa is using fleet for learning (Fleet learning). This has 3 components, a. Trigger infrasture that collects the kind of data telsa is looking for training. The rational here is we don't need massive amounts of same kind of data but needs right kind of data for training neural networks correctly. b. Data Engine which learns from these examples. c. Shadow mode where they deploy the learned model and test how its doing in real world and iterate this process.
- Drivers are themselves acting as labelers and tesla is in a unique position to take advantage of this.
- People drive vision only. Visual recognition is essential for autonomy. Lidar has much less information than vision, for example to identify the thing on the road is a plastic bag, lidar provides few points. But vision gives more data for telling this.
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Well they’re vastly ahead in one area: data collection. No other company is even close. You could argue about the quality of data but the platform is there and ever growing, and they can upgrade their hardware in the future and augment existing data.
Don't kid yourself, the car has no bandwidth storage or performance to send back anything other than a few raw frames from disengage events or other rare triggers.
Tesla: "We have a global network of cameras that can be queried to find anything on or near roads and send back photos of it." Every law enforcement entity on the planet: drool
It was pointed out that All data is anonymized.
You can't say "You can query for anything!" and have it be anonymized.
In fact, if you're taking a camera shot, that's the most broadband sensor imaginable, and no thanks, I don't trust any company with profit motive not to crumble and pop out a software update to selectively disable picture blurrers, or to not have a Boolean flag in your data scrubber.
As a company, making that statement is just trying to slip one past and hope nobody asks inconvenient questions about it.
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If you just measure based on Tesla's last two quarters, their P/E is just 28. That's high for a car company but pretty low for tech. Self-driving is not necessary to maintain that valuation, only continued growth of the electric car market in general.
> That's high for a car company but pretty low for tech. Yes! Totally agree. > Self-driving is not necessary to maintain that valuation, only continued growth of the electric car market in general. Disagree. The key properties of the car business are high capital costs and high variable costs and not huge margins. The key property of the tech business is low variable cost and often low capital costs (but not always)…
> 10 years from now the margins and capital expenses of electric car business will be like the existing ICE car business.
Tesla already has margins similar to existing car companies.
> So this is Tesla saying: "Yeah, our financials are starting to look like a normal car company, but we've got this thing that you should keep value us even more like a tech company than you do today."
Yes, they're saying that, but the market is obviously not buying it.
Dozens of times in my life, I have been driving down the freeway at 70 MPH in a 60 MPH zone, and I've noticed someone weaving through traffic behind me, going closer to 140 MPH.
I need to know whether to change lanes, stay in my lane, stop changing lanes, pump my breaks to indicate there is slowdown ahead of me that car might not see, etc.
Just food for thought.
EDIT: I'd also like my vehicle to be good at avoiding a car that's about to T-Bone me, at night, with no headlights on. I may not be very good at avoiding that kind of accident today, but if LIDAR is necessary to protect me from that kind of accident, then I might think it's a wonderful idea.
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it snowed a few weekends ago in Chicago, my autopilot turned off because snow covered up the cameras. So I am not buying all this "self driving with no lidar" brouhaha
Doesn't LIDAR has similar problems with precipitation? Regardless of what solution proves to be the best, there is going to be a decent amount of time between when a self driving car can handle most scenarios and when it can handle all possible scenarios.
https://www.natice.noaa.gov/pub/ims/ims_v3/ims_gif/ARCHIVE/U...
Here is Europe and Asia on the same day:
https://www.natice.noaa.gov/pub/ims/ims_v3/ims_gif/ARCHIVE/E...
For someone who lives in or close to that white part, "most scenarios" includes snow. Arguably for Level 4 autonomous cars in those areas, you either need to fully disable autonomy in September and enable it again in late April, or you'll need to handle snow.
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what a funny question. "you say you can put bananas in your smoothie. just a thought, but perhaps, might I ask, do you have the capability to put strawberries as well, or are we not there yet?"
That was my first instinct to that question as well, but I think he was just asking if ReLU was required by the hardware design - or if it was possible to use other activation functions as well. If the the ReLU was part of the hardware itself somehow, then it wouldn't be possible to use tanh or sigmoid (which may be better in certain situations); so I think he was just asking if ReLU was required, or if there was fle…
