AI Summary1 min read
TL;DR
Tesla's Version 14 is a convergence release enabling autonomous driving, with features like Robotaxi scaling and multi-mode operation. It builds on a solid core for rapid future updates.
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1.
Early version 14 thoughts.
1. We have convergence. By convergence I mean version 14 represents the convergence release, where follow-on point releases will yield effectively the solution to the problem, namely autonomous driving. Its clear.
2. Tesla is nailing many last mile use case (e.g., parking, gates, etc.). This indicates to me that we are solid on #1. You don't chase the feature tail without the core being solid.
3. Robotaxi will scale out on a version 14 release. This means removal of the safety rider. When precisely this happens is largely immaterial (e.g., could be 14.3).
4. Version 14 represents a multi-mode release, unsupervised ("gold mode") for Robotaxi and supervised ("blue mode") for customer. Its likely version 14 can be dynamically moded from supervised to unsupervised.
5. Be ready for a release velocity similar to v13 releases, as the main release is now out, the base has been established that they will build on.
