The problem Tesla faces and their investors are unaware of, is that just because you have a Model Y that has driven you around for thousands of miles without incident does not mean Tesla has autonomous driving solved.
Tesla needs their FSD system to be driving hundreds of thousands of miles without incident. Not the 5,000 miles Michael FSD-is-awesome-I-use-it-daily Smith posts incessantly on X about.
There is this mismatch where overly represented people who champion FSD say it's great and has no issues, and the reality is none of them are remotely close to putting in enough miles to cross the "it's safe to deploy" threshold.
A fleet of robotaxis will do more FSD miles in an afternoon than your average Tesla fanatic will do in a decade. I can promise you that Elon was sweating hard during each of the few unsupervised rides they have offered.
Yeah, my response is to say some version of “you’re bringing anecdote knives to a statistics gunfight”
> hundreds of thousands of miles without incident
Almost there. Humans kill one person every 100 million miles driven. To reach mass adoption, self-driving car need to kill one every, say, billion miles. Which means dozens or hundreds of billions miles driven to reach statistical significance.