Tesla FSD entry into China seems assured according to China Newsweek. Tesla has the data center servers installed for domestic data collection and usage.
Tesla is operating and testing FSD v12 in China.
The entry of Tesla FSD into China will enable massive deals with China's robotaxi companies and Tesla. China robotaxi will be authorized for 800 China cities within 2 years. Tesla FSD deals with China carmakers will be the fastest way to get five to ten times the adoption of Tesla FSD software beyond just Tesla cars in China.
Each FSD software sale can provide as much profit as the profit from the sale of a car.
A fully enabled robotaxi without a human driver can have five times the profit of a regular car sale.
#Tesla FSDs entry into China almost a foregone conclusion… China Newsweek
Autopilot industry insiders told reporters that Tesla will use shadow mode when iterating the FSD, through the pre-embedded hardware to collect data, like a "shadow" to run the test version of the FSD, does not directly output the control commands, but calculates the results, and compares them with the driver's actual operation, or the current version of the FSD output control commands, so as to iterate its own capabilities. It does not output control commands directly, but calculates the results and compares them with the driver's actual operation or the control commands output by the current version of the FSD, so as to iterate its own capabilities. He speculates that Tesla has already conducted similar training in China, and is just waiting for the roadmap to be issued.
Some autopilot industry insiders told China News Weekly that Tesla has already set up servers and deployed arithmetic power in China to digest the [driving] data collected domestically, and the raw data collected domestically in the future will definitely not go out of the country, and some result-level data may go out of the country.
China News Weekly article is here.
Dai Yifan, assistant director of the Suzhou Automotive Research Institute of Tsinghua University, told China News Weekly that the driving capabilities displayed by the FSD V12.3.3 version of the autonomous driving system are amazing. It is easy to see from various videos that its ability to control the car in front is amazing. It can handle some unexpected behaviors and road conditions such as temporary construction on the road with ease, which undoubtedly represents the current top level of autonomous driving. From the perspective of assisting the driver, FSD V12.3.3 is almost perfect, but whether it can catch up with the level of an ordinary driver still needs to be questioned.
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