Part 5/11:
Delays and Developments in Full Self-Driving (FSD)
A key concern among Tesla investors has been the slower rollout of FSD version 12 (V12). Initially anticipated sooner, its pace has been viewed as disappointing. AJ attributes this delay to Tesla being compute-limited, rather than data-limited, meaning the company currently lacks the processing power necessary to accelerate development.
The Role of Compute Power
Tesla’s ability to collect and process vast amounts of data hinges on enhanced compute capabilities. Elon Musk recently confirmed that training compute remains a limiting factor, but progress is ongoing. As Tesla increases its compute capacity, the quality and safety of FSD are expected to improve markedly.