There is more nuance to the story then outright memory bandwidth. For one, Nvidia's chips compress their data allowing them to achieve similar/higher throughput to AI4. Second, as everyone has moved towards VLA models, memory capacity has become a critical factor and Tesla's newest AI4's 32GB is significantly less than Thor's 128GB. As you've stated yourself, Thor is much more powerful in compute than AI4. AI5 hasn't been released yet, so not sure how relevant that is. Nvidia is no doubt working on Thor's successor, but that is also not relevant.
VLA models are not safe. VLA models are slow which gives them poor reaction time. That's the opposite of safe. Basically it is unknown whether you can really drive using a VLA model because, yes you can have decent looking driving, but safety is unknown. Look at the comparisons of reaction time between chinese systems and FSD. It's night and day. Not even close.
Secondly, tesla does not have 32gb of memory. In the cars they are using HW4.5 which is at least 48gb. They also have 50%+ higher memory bandwidth (the real limitation of real time AI) because they are using GDDR6x memory.
The new AI5 computer has 72gb of memory per chip and there are 12 modules per chip
look how fast this reaction and braking is here.
Yes, Teslas put a lot of miles on FSD every day. Daily safety issues are still not ok in that context.
Of course it is. Tesla can even at-fault kill people with FSD (they haven't), and to some extent it is unavoidable with 15 billion miles.
Not much to say here other than it's laughable that you think using Nvidia's chips cuts range down by 50%.
I'm not talking ab out nvidia thor. I'm talking about the chips used in waymo and the like. These are not using LPDDR5 memory. They are using high bandwidth server memory, 100s of thousands of tops, 4000w, etc.
These are not like what you have with nivida thor. At one point it was rumored waymo was using 4 H100s. These have memory bandwidth and compute well beyond what tesla/nvidia were using.
Adding additional sensors is not like flipping a switch. It takes years to develop the hardware and would take years for their end-to-end model to learn how to make decisions using the additional sensor data. The models performance would decline materially upon launch.
Not for tesla. You assume that they will drive materially any different with lidar. They won't. They'll drive exactly the same as they do for 99.99% of scenarios and maybe use lidar to see cross traffic or something like that. Keep in mind FSD has the best accident avoidance in the world with camera only. It's only going to get better. If this is the worst robotaxi will ever perform, that is saying something.
Their strategy has always been to release a non-compliant car in hopes that it'll push the NHTSA to update it's dated regulations. Their non-compliance is not just the foot activated brake control. It's also that the brakes are strictly software-based with no mechanical fallback, it's lack of mirrors (rearview and exterior), lack of driver controls (which are not on the screen as you say), etc.
False. FMVSS does not require a steering wheel. it literally says so in the FMVSS that if no steering wheel is present you need passenger-seat crash protection. They have that. FMVSS does not require an accelerator pedal. Just foot activated brake control.
There is a foot activated brake control and therefore the brakes are not strictly software based as you claim. There is also an emergency stop button on the ceiling.
Mirrors are not required or vehicles like the polestar 4, it is purely digital
All of the functions of the car are on the screen. Manually cancellable turn signals, light controls, shift display, speedometer, etc.
you can see it right there while the car is driving
Zoox actually applied for an exemption, so everything they've done is by the book. Tesla chose not to do that.
This is false. Zoox actually claimed their vehicles was FMVSS complaint. They used a ruling from waymo to assume that they could design alternative test procedures for non-applicable functions of their car. The NHTSA told them t hey couldn't do that and then they needed to apply for an exemption. Zoox was illegally operating the car for a while.
Tesla, on the other hand, just built a car that satisfies NHTSA requirements. Zoox needs too many exemptions. Tesla does not, because the way their self driving software works pretty much requires it to be a normal looking car with windshield wipers, defogging, etc.