FSD v12: Tesla's Autonomous Driving Game-Changer w/ James Douma (Ep. 757)

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I’m joined by James Douma as we discuss Tesla’s latest FSD v12 (supervised) release and how ti compares to previous FSD versions. We also dive into Robotaxi, Optimus, LLMs, and more.
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James Douma on AI playlist, • James Douma on AI
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💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.
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Опубликовано:

11 апр 2024

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Комментарии : 317

@lpb3731 Месяц назад

FINALLY Tesla youtubers I respect, that aren’t in a cult or greedy AF, and actually smart and competent ❤

@lancejones4636 Месяц назад

People who throw around the word "cult" are actually the ones in a cult.

@Ample17 Месяц назад

Yeah with Rob gone Dave is the last one that approaches the topic with the critical thinking and the distance needed. The rest has indeed largely formed into a cult.

$@fractalelf7760$

@fractalelf7760 Месяц назад

@@lancejones4636Cult is when you disagree it seems currently…

@lpb3731 Месяц назад

@@lancejones4636 lmao, where do you get this from ? You seem bright, I’m sorry if I hurt your cult little feelings

@lpb3731 Месяц назад

@@Ample17 💯

@sparkpaul Месяц назад

James Douma is my favorite guest on your podcast! Love from 🇹🇼 to Dave and James! Thank you!

@capslock9031 Месяц назад

From where?!

@sparkpaul Месяц назад

@@capslock9031 Taiwan

@ThePainDoc Месяц назад

The country, Taiwan 🇹🇼

@NoWastedCalories Месяц назад

Miss Dave’s TSLA input, glad to hear from James!

@frenchbully Месяц назад

Dave’s biggest value was in the guests he brought on (like this interview with James) He’s since been overtaken by Herbert who curates far better than Dave ever has and produces more quickly

@NoWastedCalories Месяц назад

@@frenchbully Dave’s deep insight and carefully weighed out thoughts are unparalleled.

@frenchbully Месяц назад

@@NoWastedCalories if by “carefully weighed out thoughts” you mean taking 2-3weeks between videos than yeah I agree with you

@turrafirmaguitarchannel Месяц назад

I thought Dave was a bloke?

@nikos6220 Месяц назад

James is the Huberman of Machine Learning. I am so grateful that he takes this much time to educate us all, and on top of it all for free.

@maxpetee1690 Месяц назад

Definitely has more women tho

@jmoney4695 Месяц назад

Guess you haven’t heard of the Huberman Scandal

@stoor79 Месяц назад

Huberman can’t hold James’s jockstrap

@skoto8219 Месяц назад

@@maxpetee1690James’ partners at least know about each other lol

@marcagray 23 дня назад

I heard James spun up some AI girlfriends and they are sandboxed.

@winstonl1629 Месяц назад

Glad to see your video again, Dave. Hope your family is well and healthy. Thanks for doing this

@iandavies4853 Месяц назад

James has no competition, is simply best at explaining complex AI world, in way we understand. Dave prompts well, that’s his role, it’s a special skill.

@FrunkensteinVonZipperneck Месяц назад

But the “competition is coming…” 😂

@NeonNoodle22 Месяц назад

I miss these longform interviews from you Dave. Hope you and the family are doing well.

@Meishach2112 Месяц назад

At robotaxi day I’d love to see Robotaxi pull up to a charging station, have Optimus plug it in, fill the tire pressure, clean the headlamps, and change out a wiper blade. 😂

@pietersmit621 Месяц назад

Optimus F1 pit crew

@tomkarns1690 Месяц назад

My all time favorite RU-vid duo.

@IncredibleCommentary Месяц назад

We miss you Dave! With Rob now gone and Dillon being the only reliable frequent Tesla RU-vidr it would be great to have you back in the mix more often!!

@deani2431 Месяц назад

I second that!!

@sc000ter000 Месяц назад

Am glad to see Dave back and listen to James. Am not sure that the perception stack is reliable yet with V12 that we got a few days ago🥺

@larrythelobster2474 Месяц назад

Thank you for turning off ads. You’re the man Dave

@janhurter2817 Месяц назад

It is such a privilege that James shares his huge knowledge on so many subjects with us. Thank you for both of you for being examples of respectful, truthful people to look up to! 😇👏👏👏

@Joe44944 Месяц назад

Hey Dave, so good to see you! Hope all is well with you and your family, thanks for doing this w/ James Douma, you guys are absolutely awesome.

@farzyness Месяц назад

Thank you gents!

@michaelholmes8848 Месяц назад

Hey it’s one of the cult members mentioned in a previous comment!

@johnmacri7440 Месяц назад

Thanks Dave miss you guys together.

@retiredbitjuggler3471 Месяц назад

I absolutely love when the right people meet up and are able to really peel back the layers of the Tesla / AI onion. I truly enjoyed the insights this particular duo were able to mine in a short 2 hour session. I am looking forward to rewatching this video to see how many more jewels I can tease out of the discourse that went over my head the first time around. Thanks to Dave and James for a wonderful immersion into the direction of current AI evolution and a peek at what may be just around the corner. 😊😊😊

@MrGeary08 Месяц назад

Damn, this dude knows his stuff and can communicate it clearly

@JLizard Месяц назад

Your one stop for FSD v12: Tesla's Autonomous Driving as it creates a whole new game. Thanks James Douma and Dave Lee. We know you are having fun with all this but your input is invaluable to us drivers and investors.

@glenbuckner8244 Месяц назад

Wahoo. James and Dave!🎉

@stephenrawlinson5330 Месяц назад

I needed a boring video to watch to put me to asleep to overcome jetlag but now I'll be up until 3am because I will be hanging on every word 😂😂 Thanks Dave & James - these are my favourite conversations to listen to, what a treat. I love knowing that as FSD gets superhuman you are the guys to tell us about just how good it's getting. Imagine how much content once Optimas is out there. I would love for Tesla to let you two be the first private individuals to get to experience Optimas (and Warren Redlich)

@marklewisduncombe Месяц назад

Been looking forward to this video. Dave is a Smart guy and asks smart questions.

@RawandCookedVegan 25 дней назад

Nice format Dave with this interview. Great questions, no nonsense as usual. Thanks to you and James for informing us.

@nenproductions4395 Месяц назад

I like this podcast format

@michaelplotkin7383 Месяц назад

Thanks for the great job. We sincerely appreciate your hard work and love hearing James. He is fantastic.

@RoseGoldGooner09 Месяц назад

Great time for one of these. Thanks guys

@danvenning6279 Месяц назад

Love the interview space..great set up. Another example of how independent content creators can beat the legacy media

@rmkep Месяц назад

I'll add my thanks to you two for giving me the clearest view of what I'm experiencing using FSD 12.3.4. I was a skeptic about achieving autonomy via the heuristic code based path . I'm only beginning to understand the potential of machine learning with neural networks but man am I impressed with how my old (2018) Model X now can navigate the world. Crazy amazing times ...

@patricknikola_ Месяц назад

Christmas is here! Finally Dave and James back on the screen discussing FSD ❤❤

@Ramsay8888 Месяц назад

I agree with so many who have commented so far. It is wonderful to have the two of you back again! There is a rare something special that happens when you two put your hearts and minds together. Dave, your health seems better. I pray that is so and that your wife is getting well too. This is a fascinating conversation. I feel I am learning a bit about information theory, almost how to think! . xxox ramsay

@tianyijia4585 Месяц назад

So excited to see this episode.

@corresandberg Месяц назад

❤ Awesome video. I remember when Dave said - It will take years before Tesla has solved FSD. Dave has always been positive. But that was before v12. So progress is super fast.

@bruns.like.spoons9251 Месяц назад

This studio is bad ass

@mbur5099 Месяц назад

So happy to see this video. I hope it delivers!

@nik8593 Месяц назад

Love these chats! ❤

@KenCharleton Месяц назад

Thanks for the interview with James. James provides such great descriptions that it makes End-to-end understandable. Please have him on whenever possible.

@alexneshmonin4743 Месяц назад

Love your interviews Dave!! Thanks for pulling in James as your chemistry is very natural and insights are valuable. Thank you guys!!

@ShengBiao Месяц назад

Great seeing you guys together again!

@Nova-Rift Месяц назад

Please add sections to your videos and include them in your video description so we can click and skip to parts that interest us. It also gives us the ability determine if we should save this video for later or not. Thanks Dave.

@205rider8 Месяц назад

Nova-Rift Dave is already working for free by not having ads. Now you want him to waste his precious time because you don’t want to watch the video? Rude

@photogol Месяц назад

Thanks for another great conversation about this important subject. James is at another level. 👍

@Harryandleo Месяц назад

Best content on the internet

@thisplayer01 Месяц назад

brilliant and sooo instructive - thanks a lot!

@vasireddi Месяц назад

Thank you! What a wonderful discussion.

@LegendaryToastie Месяц назад

Love your videos with James!

@juliahello6673 Месяц назад

I want to see both of you more often!

@rodmitchell831 Месяц назад

Miss you Dave

@Tinman_56 Месяц назад

Always an interesring interview and converssation with James. Thoroughly enjoyed this almost 2 hour video.I could listen to James discuss his views all day on the various topics he explains. Thanks Dave for having James on your channel

@deani2431 Месяц назад

Downloading 2024.3.15 as I listen to this. Super excited!!

@stevedowler2366 Месяц назад

Thanks guys, this is a very informative discussion for those of us (me, at least) who don't know anything much about machine learning but have a lot of experience with logic processes, say from software development in my case. Especially when a complex situation is illustrated by everyday situations we all encounter. The idea that humans work from a broad snapshot of a moment in time set in a certain situation like the blocked box is key. In an unconscious way we integrate all these inputs - green traffic light ahead, cross traffic has a red light, number of cars between me and the green light ahead, likelihood most will clear the lane or at least one will, etc. The result of the integration is a go-no-go decision. Once we go, we have changed the equation causing us to run a new integral that includes the input that our blocking the cross traffic allows for a possible delay in the forward traffic not impeding our goal of crossing the intersection. Whew! And all that in a few milliseconds.

@josephlemieux5909 Месяц назад

Thank you Dave and James. This is an outstanding discussion.

@AllanKirk76 Месяц назад

Oh no! I have to go to bed, and then this just dropped....

@buckyzona Месяц назад

James is one of my favorite to listen to

@joejesus9902 Месяц назад

The goat is back!

@HirakiSHIKI Месяц назад

Always in for a fantastic video when James is around.

@feedvid Месяц назад

Great discussion on a super interesting topic. Thanks!

@robkeshav800 Месяц назад

Excellent discussion. Very informative and thought provoking. Elon's presentation on 8/8 will be very interesting, which I will watch intently!

@user-br5kd4my8c Месяц назад

My favorite two people, thank you for another great discussion! Listened to it while coming back from a road trip on FSD

@martyweinberg5390 Месяц назад

Substantially increased my understanding of FSD mechanics!

@rogermarnoch767 Месяц назад

Wahoo great to see you guys again - the Originals !

@KJSvitko Месяц назад

FSD is making great progress. Tesla should allow owners to add FSD to a second owned Tesla family vehicle at a discounted price. Someone that has purchased FSD should have a transferable license and be able to use it on multiple family vehicles. Why has there been such a long delay to updating or refreshing the Model S and X interiors with the new ambient lighting. Many people are holding off buying a new Model S or X while waiting for the new features. Why the slow roll out ? The focus on FSD is great but the cars need timely updates to their features. The slow roll out hurts sales. New features need to be rolled out promptly and not dragged out. The lack of focus on the Model S and X is hurting volume sales. All the costs for research, development and amortization of manufacturing equipment for the S and X should be written off by now. It is time to lower the prices of the Model S and X to reflect the reduced costs.

@remo Месяц назад

Really good conversation 👏🏼

@SinghSantosh1 Месяц назад

Thanks Dave ! As usual an impressive FSD content and in great detail.

@briansmith1371 Месяц назад

My experience with the free trial was surprising because I did not expect it to run straight into road closed sawhorses. You would think the cameras would at least notice the giant construction cranes and detour signs. Has worked great (other than potholes and too close to curbs) everywhere else for me.

@marzx13 Месяц назад

I was surprised with some aspect. In some ways or was better than I expected but I have experienced some game stopper issues. - dirt roads, it is way too far toward the right to the point of being on the shoulder - three right hand veers on highway driving where I had to take over to prevent it trying right in front of cars (cutting them off) - didn't see a dirt pile the size of an overturned wheelbarrow through a right hand turn in a dirt road. For example, if there were a dog or a person laying in the ground it would have just plowed over them. Other than that it has been 99% no interventions.

@theblindtibetan Месяц назад

Loving that plant on the table.

@peterjohnwatson4340 Месяц назад

The plant on the table is the most important thing in the whole set. Obviously.

@KJSvitko Месяц назад

FSD is GREAT ! Love it. Tesla should require viewing a short in car video to activate FSD. Tesla needs to open more delivery / service / collision centers. You should not have to drive hours to get your car serviced or repaired after an accident. Northern Indiana is a Tesla desert with the only repair / collision centers being in Chicago. What a traffic nightmare. Tesla needs to plan out service centers like they plan out charging stations. You should only have to drive so far to get to one. You should not have to travel to the next state to get your vehicle repaired. I know Tesla is trying to make vehicles need less service but accidents happen. Tesla needs more repair / collision centers so you do not have to drive to the next state to get your vehicle repaired. Having a large, delivery, service, collision center in Northern Indiana would spread out the overall service area. Many people are reluctant to buy a vehicle from a company that has no dealers / delivery /collision or repair centers within a reasonable driving distance.

@allthingsX Месяц назад

Missed you guys. I can not believe there are only 35k views in 24 hours, the population of one small town for something that WILL change the world.

@regissantonja Месяц назад

Love your T-Shirt James 🤓

@thisplayer01 Месяц назад

very nice and relaxed setup 🙂

@Tryagain205 Месяц назад

Thanks for this!

@jefferyschuller3637 Месяц назад

Love James and you doing video, you talk so the everyday person can understand

@andreasenglund8661 Месяц назад

On top of it all, great production! Three cameras makes a big difference.

@dksculpture Месяц назад

Quality content.

@40watt_club Месяц назад

The dreamteam again. TY

@garyrooksby 24 дня назад

Great vid.

@CarlosFinanceJunkie Месяц назад

Would love timestamps. Good to see you again Dave!

@legolasng2727 Месяц назад

Worth listen to twice!

@aronghe Месяц назад

Great interview. Thanks for putting it up. Just to address your question about ‘guardrails’ in heuristic code v/s learning - there ARE guardrails in the training process as well - and they might get implemented as heuristic code - but it’s always part of any learning model .. and it’s called different things … but in LLMs it is called *policies* and lately also called *alignment* … Not saying I know more than James and a lot of my early understanding was based on some of his early explanations … but I think his response missed this key point

@scientificapproach6578 Месяц назад

I suspect Tesla will announce that private owners can join the robotaxi fleet. This will drive massive sales for the Model 3 and Model Y, along with FSD. Even once the robotaxi is built, it will still take several months to calibrate FSD for the new car and one to two years to build out the new robotaxi fleet.

@juliewow4504 21 день назад

I have seen 2 totals. Was so impressed with the seconds. But the first I was at the wrong age but in retrospect it was awesome. Totally in the middle of a National Wildlife refuge. 😢 second was as a real adult in northern Ga. Awesome so worth it.

@mik2137 Месяц назад

I don't see the "automatic doors" 🚪as a critical item. The customer will be charged 💸 until the car is fully operational for the next ride. ✅ We already have this today with bicycle or e-scooter renting and it works very well. 👍🏼

@AlohaOffice Месяц назад

Dave, v12 was a regression for me. I caution having this much enthusiasm, there is a lot of work before this is ready for prime time. One of main dangerous issues is the car, when deciding between lanes, tends to straddle both. This led my car to hurtle at high speed towards median trying to think whether to off ramp highway. Would have been a very bad accident. There are many not as dangerous interventions Ive had too.

@DC-yh2oy Месяц назад

Highway driving is still using v11 heuristics.

@205rider8 Месяц назад

@@DC-yh2oyAgreed. Alpha Office needs to do a little more research to actually understand FSD.

@Yathlee1 Месяц назад

I think the supervised robotaxi trial is a must as simply an education push to the broader public.

@nowsc 26 дней назад

… hi, Dave, I love your show watch it religiously whenever I see a new one. One thing, one recommendation I might have, is that stream of consciousness question scenario, which you employ, it’s just great, but it’s just too damn long :-)

@sat7755 Месяц назад

Never bet against Elon. Sometime he is late but he will deliver with a Bang. Thanks guys with the excellent staff.

@somedudeonyoutoob Месяц назад

yay dave lee

@thomaspolitano2697 Месяц назад

Great conversation....helpful information. But I am very curious about the regressions and how to fix them if we've don't really know how they occur? How did Chuck's UPL suddenly fail hard with 3.4 update? Doesn't the AI build on itself? Also how can the brand new architecture make the exact same one-off mistakes that previous builds were making? How would 3.4 suddenly be acting like 11.2? Etc? Would be great to have you guys cover this.

@skamithi Месяц назад

Just drove 800 miles on fsd non stop other then stopping to charge and slept while car charged Let's just say I'm alive because of fsd. Very grateful to the Tesla engineers who figured this tech out. Cruise control is nice but having a car keep the car steady and change lanes and deal with construction areas. Definitely helps reduce the stress of driving long distances

@eyesuckle Месяц назад

The spider plant is a nice touch.

@XuEverything Месяц назад

I have been trying FSD V 12.3 for the last three weeks. Every time I got into a tricky situation, I just disabled and took over myself. It is going to be very challenging for Tesla to convince the regular people FSD is ready and capable, and to earn the trust. Just my 2 cents.

@roberts932 Месяц назад

that is a smart strategy.

@AR-rn8ok Месяц назад

Yea I think that’s the common sense right now. I use it 97% of the time. 3% I just take over for a couple seconds if it looks like it may be tricky. Does surprisingly great in roundabouts by the way. Turns and stops well. I wish it would park and Summon to and from its parking spaces at a usable speed. Also would be nice if it changes lanes and slows to make room for emergency vehicles with sirens on. But needs sound sensors to deal with that and other car horns warning us of a hazard.

@stevedowler2366 Месяц назад

The iterative process: train a net, assess the result's nearness to the goal, change the weights, train again seems to be something like what an op amp integrator does when coupled with some sort of feedback. Is there a general term that describes the continuous integration of inputs over time?

@falklumo Месяц назад

Isn't Amazon a bookstore?

@kschleic9053 Месяц назад

@48:55 re: Parking lots... I think the major reason why parking lots aren't integrated yet is the complexity of logically mapping them in comparison to streets. We know Tesla is using a logical map to describe the world in a big picture way for route planning... Describing a parking lot in this way is so much more complicated.

@JimHale1958 Месяц назад

Dave, thanks, one additional question I would love James and you to discuss is how Optimus supports Tesla’s mission? Every other product/decision has a clear line-of-site to the mission. Optimus is not as clear for me.

@beths1765 Месяц назад

Hey fellas, Thank you both for such an amazing pod. Dave - w ould you be able to discuss inference computing prowess in a future pod? Just heard Chamath Palihapatiya interview the Founder of Groq, Jonathon Ross. He claims their "old school" approach to AI inference processing can break the monopoly held by Nvidia. He claimed that Nvidia has a strangle hold on the supply chain, which makes it impossible for any other alternative to compete with the architecture Nvidia uses. Would love you and James to discuss. Thanks for all you do...

@melmalinowski9125 Месяц назад

12.3.4 is very capable, especially at driving twisty roads, with a few shortcomings. It struggles with ending a trip properly at a charger or parking lot, with the steering wheel jerkily vacillating, always requiring a takeover. This will have to get a lot better before Robotaxis are practical. It seems to have a tendency to hold rather close to the outside white line sometimes rather than centered, which makes me nervous. It refuses to pass on a two lane road, even with long clear visibility. But all in all, phenomenally good.

@ddextera Месяц назад

JD: At what point do we not let the human drive...I think there's a good chance we're gonna be there this year. DL: Yeah (no facial expression, as if it's a foregone conclusion) -blew my mind @ 46:40

@MooseOnEarth Месяц назад

Dave Lee and James Douma talk about "perception stack", "planning stack", "guardrails", "heuristics", "highway stack" and then mixed over and over with "end to end approach". Dave and James: this does not make sense: where are the "ends" in the "end to end"? Where are the modules with guardrails and heuristics? When are they activated? It would be wise, first to really extract the software structure (what modules, what stacks, what Neural networks, what call graph) from the Autopilot ECU in the different software versions (V12 and its subversions, V11 and its subversions) and hardware versions (Hw3 with front radar and ultrasonics, Hw3 with ultrasonics, Hw3 without ultrasonics, Hw4, Hw4 with front bumper camera), and then to visualize it, and then to talk about it. Otherwise, there is a lot of speculation about the internal structure, and the talk sounds like pseudo-tech intended to keep investors happy. The talk is still interesting but the amount of speculation is tremendous.

@lourdessilva6442 Месяц назад

Maravilha muito esclarecedora conhecimento e vida nos liberta

@timduncan8450 Месяц назад

I would love to participate in Tesla network of robotaxi but have a thousand questions to discuss. How would a robo taxi handle someone choking or getting sick in the car? Someone making a bad mess in the car? What if it was used for a crime? Many parking lots are huge, will the app be able to handle dropping me at the east end of the purple zone in the xyz parking structure on 5th st? Will passengers tip the robo? During peaks how will Tesla decide if corp or private cars get the plumb routes? Ones that stay busiest, fewest pot holes and road risks, best riders that show up, get in, don’t puke or pass out in the car, etc?