Thread by @TaylorOgan

As more and more companies are deploying actual robotaxis with no driver to cities, the Tesla FSD project looks increasingly further behind, both iteratively and functionally.

Elon is looking more desperate wrt FSD as the competition reveals genuine autonomous vehicles.

https://twitter.com/elonmusk/status/1486880325871587329

If you are still failing to see this, godspeed. Over the past year, Tesla/TSLA owners have privately reached out to me, admitting they were too blinded by the obsession with “FSD sucks now, but version x.x will blow your mind.” Tesla is nowhere close to robotaxis.

The frequency of people in the Tesla community reaching out to me went from a few per month this time last year, to multiple per day in the last two months. Almost all these days are FSD beta testers. They are fed up and can’t believe how many believers there still are out there.

Employees who work directly on/with FSD have reached out to me saying how shocked they are by what’s happening. How they can’t believe their boss is still publicly touting Level 4/5 FSD this year.

Those who are still crying, “The other autonomous driving companies are geofenced, or fake their drives,” etc. are in complete denial.

Tesla couldn’t even pull off faking a predetermined Level-2 drive at Autonomy Day without crashing in the parking lot, literally.

Everyone—and I mean every single person—with whom I talk in the AV industry no longer talks about Tesla as a serious competitor. Tesla is so far gone in their rear view mirrors that it’s not worth even joking about anymore.

Elon Musk saying the Tesla Bot is the focus of 2022 was the nail in the coffin for most, especially after doubling down on the promise of FSD.

By the way, I’ve had FSD Beta since October.