Full self-driving data

Take a look at the image below from the latest Tesla shareholder deck. It shows the cumulative number of miles driven by Tesla owners using the FSD (full self-driving) software under supervision. The red section is what was driven using the new version 12 software. They crossed 2 billion miles in September.

The success of AI, which will power self-driving vehicles, is dependent on historical data. No one can compete with Tesla when it comes to real-life behavioural data, which is fed to them with every mile driven. That is why I believe they will be the first to perfect self-driving for the mass market and, more importantly, convince the regulators to let people use it at scale. Elon Musk reckons that by the second quarter of next year, their software will be safer than humans.

Tesla is going to need a lot of GPUs to process all this data and will be ramping up their H100 clusters from 70 000 to 90 000 by the end of the year. That is also great news for Nvidia.