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🚨 WAYMO ADMITS USING REMOTE OPERATORS IN THE PHILIPPINES FOR U.S. VEHICLES - TESLA SAYS “NO ONE HAS EVER BEEN ABLE TO TAKE OVER CONTROL OF OUR VEHICLES.” During a U.S. Senate hearing, Waymo confirmed that human operators located in the Philippines can remotely intervene when its vehicles encounter...

949,432 просмотров • 5 месяцев назад •via X (Twitter)

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Elon Musk says Tesla swallows 1.5 GB of video into 2 KB of control. "We really are photons in, controls out. That is the vast majority of your life: vision, photons in, and then motor controls out." Musk reduced the human nervous system to a single equation. That theory runs in every Tesla on the road. "Your Tesla is taking in one and a half gigabytes a second of video and outputting two kilobytes a second of control outputs with the video at 36 hertz and the control frequency at 18." A 750,000-to-1 compression ratio. The car decides which photons matter. "You don't care about the details of the leaves on the tree on the side of the road, but you care a lot about the road signs and the traffic lights, the pedestrians, and even whether someone in another car is looking at you or not looking at you." Then Musk extended the equation past Tesla. The same architecture runs Optimus. **Photons in. Controls out.** Different number of degrees of freedom. A car has steering and acceleration. A robot arm has dozens of joints. Same compression. More fingers on the other side. Musk, who built one Tesla AI engine across two products: "AI is mostly compression and correlation of two bitstreams." The implication: a human, a Tesla, and an Optimus all run the same loop. Musk, looking back at the human equation: "This is what happens with humans." If you're new here, GeniusThinking is a gallery for the greatest minds in economics, psychology, and history. Follow along for more similar content. P.S. I made a playbook breaking down 100+ mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Comment "MODELS" + Follow GeniusThinking and I'll send it to you. — Elon Musk ( Elon Musk ), CEO of Tesla and SpaceX, on Dwarkesh Patel's ( Dwarkesh Patel ) podcast

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Applied Intuition CEO Qasar Younis on the autonomous driving approaches being taken by Tesla and Waymo, and why both can succeed in the years to come: "Generally speaking, every single car company on the planet right now is working on a product that’s like a Tesla FSD product. Many companies are working on versions of that, that would become fully autonomous within a cheap sensor suite." "So the fundamental difference, just to simplify the Tesla approach versus the Waymo approach... the Waymo approach is lots of sensors and lots of compute, and maps, and the Tesla version is very few sensors, no high fidelity maps... and cheaper compute for a lack of a better word." "And the Tesla version of a product, this in the industry is called an L2++ product, is going to be available everywhere because it’s literally cheaper and it doesn’t require HD maps. The Waymo product functions better in a geographically constrained area." "So, fast forward five years, both of these types of technologies will be much more ubiquitous. L2++ and L4 will be much more ubiquitous, not only in the Bay Area or in parts of China, but really globally - there are companies working on this globally." "We’re at that moment for L2++ systems. Where people are willing to pay thousands of dollars for a semi-automated vehicle." "It will not be a long time — you’re already seeing this in China — where the downward pricing pressure for the autonomous product, for lack of a better word, will become close to free." Qasar Younis Lenny Rachitsky

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Longtime $TSLA bear Craig Irwin, from Roth Capital, who has frequently appeared on CNBC to speak negatively about Tesla, just raised his $TSLA price target by a whopping 347% to $380 (from $85). For years, he had called Tesla "egregiously overvalued." Now, he has a BUY rating on the stock. Here's what he said today about Tesla: "This quarter is probably the last quarter of relative weakness; Now he (Elon) has got a new pool of buyers. Conservatives that might not have looked at EVs quite as closely in the past that allow an acceleration of demand in the core U.S. market; I don't see very many negative catalysts. There are abundant positive catalysts. Bias is now to the upside. The market cap may be huge, but they are doing big things." On FSD he says: "Where I need to look at things a little differently than how I did previously is we look at the incremental solution for FSD and the incremental solutions for robtoaxis. The use of Lidar is not long term sustainable because of the cost. It's something that does need to come out of the (Waymo) vehicles over the long term. As I've talked to more of the engineers involved in these different projects, I've learned that there's often two or three teleoperation engineers. Basically human operators there to catch something that goes wrong. Tesla even started hiring teleoperation engineers last week. Tesla is not going to do any worse than Waymo. If they're more intently focused on an optical only solution, I think competing at the edge, some of this technology that's being brought to bring down the energy consumption for the computer is something that Tesla is going to be more adept at. I think they're a real contender in the long run." On Cyberacb he said: "We're going to see incremental progress and people are going to be able to have a tangible experience, and that's what I think drives value in the stock and drives enthusiasm to own the stock."

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