Tesla's Latest FSD Breakthrough: Bird's Eye View Explained w/ James Douma (Ep. 258)

I discuss the latest in Tesla's FSD developments with James Douma. James Douma on Twitter: https://twitter.com/jamesdouma​ Previous interview on Inside Tesla's FSD Neural Nets, https://youtu.be/iMtujONU_0I Andrej Karpathy talk at ScaledML 2020: https://www.youtube.com/watch?v=hx7BXih7zx8 Timestamps 00:00 - Introduction 00:48 - Andrej Karpathy's talk on architecture of FSD 2:12 - Looking at the neural net code 3:32 - Pseudo lidar 4:37 - FSD cameras 9:57 - Hardware 3 vs 2.5 11:05 - Birds eye view 14:47 - Geometric approach vs neural nets 16:52 - Birds eye view predictions 19:57 - Fusion of cameras for birds eye view 25:18 - Moving from geometric approach to BEV Net 31:27 - Did Tesla mention birds eye view at 2019 autonomy day? 37:44 - BEV is a huge step forward 40:57 - Alphafold and shocking ability of NNs 45:02 - Implications of Tesla on cutting edge of vision and movement 46:47 - Humanoid robots 48:26 - Conclusion Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. Buying a Tesla? 🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556 ☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556 Videos: Tesla ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7 Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768Subscribe to Dave Lee on Investing on Soundwise