Part 7/8:
Up to now, vehicle delivery numbers—though important—are no longer the primary focus for Tesla investors. Instead, progress in miles per critical intervention will serve as the key indicator of Tesla's autonomy timeline. Recent updates reinforce this shift.
For example, Tesla's latest software update from 12.5.2 to 12.5.2.1 has already shown a 4x increase in miles between interventions. With v13 arriving imminently, the focus is now on the improvement metrics following its deployment.
Tesla's internal forecast, based on the data and recent advancements, suggests that by Q2 2024, the company's FSD could be safer than a human — a transformative milestone that could lead to a "Nvidia moment," where Tesla's AI and self-driving capabilities catapult the company ahead of competitors.