1) I believe Tesla has a unique & superior strategy for solving Robotaxis which I categorise as the Intelligence/Data heavy approach, based on the assumption that Robotaxis are a very difficult intelligence problem to solve.
Central to Tesla’s strategy is the assumption: Self driving cars is a very difficult intelligence problem that needs a lot of data to solve.
On top of this a human then gets ~ 1000 specific hours of training in actual driving lessons.
A: When solving Robotaxis, prediction is the hard problem – it requires a lot of intelligence and experience. Detection is easier.
B. Hence our strategy should be optimised to solving prediction, not detection.
E)Lidar won't be cheap enough to install in a high volume consumer car in a reasonable timeframe (& also has issues with rain & lidar interference)
I’ll follow with a thread on how Tesla may progress from its current Autopilot software along the march of 9s to full Robotaxis, & why the day of reckoning could be the video based architecture due in Q4.