Tesla Autonomy

Tesla Autopilot Mystery Solved — HW3 Full Potential Soon To Be Unlocked

In June 2019 after Tesla’s Autonomy Investor Day, we did a deep dive into Tesla’s HW3 chip that explored the various capabilities and potential of the HW3 processor system on a chip (SoC). I may have geeked out a little and made that a bit too technical, so I will try not to repeat that mistake in this article. Long story short, HW3 is a total beast. It is very different from the NVIDIA chip Tesla was using in the previous generation.

Tesla & Robotaxi Economics: The Network That Optimizes The Machine

There is a long-standing argument about whether Tesla is a car company or a tech company. This argument is typically made in the context of how Wall Street should value the company. If Tesla is just a new kind of carmaker, it should be valued at something significantly less than its annual revenue — maybe 25% to 50%, like Ford and GM. Alternatively, if Tesla is a tech company, then it could be valued significantly higher. Google, for example, is trading at about 6 times its revenues today, Facebook at 8, Microsoft at 9, and Salesforce at 10 times. Tesla trades at around 3 times its revenues with some profits, while Uber and Lyft trade around 4 times revenues and have never been profitable.

Extreme Corner Case For Autonomous Cars — Giants Riding On Cars Down Hills!

So, imagine you are driving along in your fancy high-tech car, minding your own business, with your yet-to-be-feature-complete full self-driving software activated, and suddenly the car slams the brakes to a full stop, like a donkey that had an epiphany that what it was doing just didn’t serve any purpose and therefor just refused to move any further. The silicon brain of your clever-as-a-donkey-robo-car just slammed on the brakes because it saw this through one of its cameras: