Tesla FSD v12 Rollout - FIRST THOUGHTS! (Ep. 752)

Dave Lee
22 Jan 202407:30

Summary

TLDRThe video discusses Tesla's new FSD software version 12, which completely shifts to a neural net approach for full self-driving capabilities instead of relying on rules-based coding. Early testing results from a non-Tesla employee show impressive performance, but also times when FSD gave up control due to low confidence. The key challenge now is improving FSD through massive amounts of data, compute power, and enhancements so it rarely lacks confidence to handle complex situations. If Tesla can achieve major leaps in FSD capabilities this year, it would be an exciting advancement towards unsupervised autonomous driving.

Takeaways

  • 😲 Tesla rolled out FSD version 12 software to select non-employees, marking a major milestone
  • 🧠 FSD v12 shifts from rules-based to neural net end-to-end approach for entire planning process
  • 🚗 This is monumental and ambitious, as driving is very complex
  • 🤔 FSD v12 needs to drive as well or better than prior versions with guardrails to be safe
  • 👍 Early FSD v12 results are promising enough for limited external testing
  • ❓ Current weaknesses seem to be lower confidence in more complex situations
  • 🌄 Goal is to improve confidence across most driving scenarios
  • 📈 Rapid improvements expected as more data and compute is added
  • 🔬 FSD team laser focused on data, compute, model improvements this year
  • 😃 Exciting to see how fast FSD v12 abilities advance throughout 2022

Q & A

  • What is Tesla's FSD version 12?

    -FSD version 12 is Tesla's upcoming rewrite of their full self-driving software. It shifts their approach from rule-based coding to an end-to-end neural net.

  • Why did Tesla previously rely on rule-based coding for FSD?

    -The rules provided guard rails and instructions on how to drive safely. Without the rules, the car could potentially do something dangerous.

  • What are the challenges in moving from rule-based to neural nets?

    -The neural nets need to handle unguarded situations and new scenarios without thousands of hardcoded rules. They need to drive better and safer than with the rules.

  • When did Tesla decide to go all in on the end-to-end approach?

    -Around spring last year, after early testing showed promising results with the end-to-end neural net approach.

  • Why does FSD version 12 need massive amounts of data and compute?

    -To train the neural nets to handle driving safely without relying on hardcoded rules, which requires analyzing millions of video clips.

  • What are some initial weaknesses observed in FSD version 12?

    -It sometimes gives up with red hands when confidence drops below a threshold, rather than trying to push through low confidence situations.

  • How can Tesla improve FSD version 12?

    -By feeding more data to improve the neural nets, adding more compute power, and iterating to increase driving ability and confidence.

  • What is the goal for FSD version 12 this year?

    -To improve it dramatically, so it rarely gives up control and can confidently handle complex driving situations.

  • When could Tesla potentially reach full self-driving capabilities?

    -It's unclear, but rapid improvements this year could demonstrate the path and timeline to unsupervised, full self-driving.

  • Why is it exciting that FSD version 12 was given to non-employees?

    -It shows Tesla has enough confidence in the initial version to let people test it, despite still needing major improvements.

Outlines

00:00

🏎️ Tesla FSD Rewrite Overview

Paragraph 1 provides background on Tesla's full self-driving software version 12, which completely rewrites it to use neural nets instead of rules-based coding. This is a monumental shift allowing the car to figure out driving on its own. Tesla let a non-employee test drive it, showing confidence in the rewrite. The challenge is getting the neural nets to drive better without relying on hardcoded safety rules.

05:01

😕 Current Weaknesses and Path Forward

Paragraph 2 discusses version 12's current weaknesses and path to improvement. It still sometimes lacks confidence to handle complex situations. Tesla needs to train the neural nets with more data and compute power to dramatically improve driving ability over time. The goal is to increase confidence levels so it rarely needs human intervention.

Mindmap

Keywords

💡Full Self-Driving (FSD)

Tesla's advanced driver assist system that aims to provide full autonomous driving capabilities. A core focus of the video is the major software rewrite of FSD called 'FSD version 12', which shifts from rule-based coding to a neural net, end-to-end approach.

💡neural net

A type of machine learning model that mimics how the human brain works. Tesla is using neural nets instead of hard-coded rules to have AI figure out driving on the fly rather than dictating instructions.

💡end-to-end

Refers to training a single neural network on raw input data to produce the desired output instead of multiple networks for different steps.

💡planning

An important component of driving along with perception. Planning involves figuring out how to navigate the driving environment, which requires complex rules and instructions without neural nets.

💡rules

The countless hardcoded rules and instructions Tesla relied on previously to dictate FSD's driving and prevent accidents. Version 12 removes these 'guard rails' and replaces rules with neural nets.

💡confidence threshold

The level of certainty required for the FSD neural net to continue driving confidently. Below this threshold, FSD will hand control back to the driver as a safety precaution.

💡data

Key to improving FSD is training the neural nets on massive amounts of driving data, which requires huge compute power that Tesla is ramping up.

💡compute

Massive computing power, measured in units like petaflops, which is essential to train FSD's neural nets quickly on huge data sets to learn driving skills.

💡improvements

Refers to enhancements and upgrades made to the neural net models and architecture itself over time to expand abilities.

💡robotaxi

Fully autonomous Tesla vehicles providing ride-share transportation without drivers. The ultimate goal of the FSD rewrite to neural nets which requires full autonomy.

Highlights

Tesla rolled out its FSD version 12 software to a very small number of non-tesla employees.

FSD version 12 is Tesla's upcoming rewrite of their full self-driving software.

In version 12 Tesla shifted their approach to an end-to-end neural net approach.

Tesla started to experiment with an end-to-end full self-driving approach using only neural nets.

Early results were promising so Tesla decided to go all in on the end-to-end neural net approach.

The challenge is getting to a first version that's good enough for customers to actually use.

Version 12 needs to drive better and more safely than previous versions with hardcoded rules.

Version 12 still has some guard rails like handing control to the driver when confidence drops.

Tesla needs to improve neural nets through more data and compute to boost confidence.

Tesla needs to improve FSD performance through data, compute, and neural net enhancements.

FSD 12 handled many situations amazingly but sometimes gave up with red hands.

Tesla needs to improve FSD confidence so it rarely gives up control.

Tesla's challenge is to quickly improve FSD to handle complex situations confidently.

Hopefully we'll see fast improvements in FSD version 12 performance this year.

It will be exciting to see FSD version 12 progress and improvements this year.

Transcripts

play00:00

hey it's Dave so yesterday there was big

play00:02

news for Tesla FSD or full stelf driving

play00:05

FSD version 12 if you don't know already

play00:07

is Tesla's upcoming rewrite of their

play00:09

full self-driving software previously

play00:11

Tesla relied on over 300,000 lines of

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code to largely put guard rails around

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FSD and give instructions on how to

play00:19

drive but in version 12 Tesla shifted

play00:22

their approach to an endtoend neuronet

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approach which means rather than

play00:26

dictating how the car drives by

play00:28

instructions Tesla is letting a neuronet

play00:31

AI determine how to drive on the Fly

play00:34

I'll explain more on this and why it's

play00:36

important but last night Tesla rolled

play00:38

out its FSD version 12 software to a

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very small number of non-tesla employees

play00:43

and one of them was Omar from hullar's

play00:45

blog who covers Tesla on X in this video

play00:48

I wanted to share my reaction and

play00:50

thoughts to his initial drives with

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fsd2 all right so first off it's a huge

play00:55

accomplishment for Tesla to give a

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non-employee fsc2 it means that they are

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confident enough with the current

play01:01

iteration to let people see it drive and

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now this is a big deal because of how

play01:06

Monumental the fsd2 software rewrite is

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in fact it's something that's never been

play01:12

done before at this scale or ambition at

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least that I know of where something as

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difficult as driving has shifted from

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using horis sixs or rule-based coding to

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a neuronet end-to-end approach this is

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impressive and in order to understand

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why we need to understand why the

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heuristic code was there in the first

play01:29

place now over the years Tesla shifted

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their perception code to neuron Nets and

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it's already been running almost all

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neuron nets for a while perception means

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the part of the code that perceives the

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world or in other words analyzing mostly

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video along with how the car is moving

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but there's another big part of driving

play01:46

and that is planning even if you see the

play01:48

world around you you still need to

play01:49

figure out how to navigate that world

play01:52

and Tesla was trying to cautiously move

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over that part of the code to more

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neural Nets and they've been doing so

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it's just that it's really hard to get

play02:00

rid of all those rules you put in place

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and it's because the rules are there for

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a good reason without those rules the

play02:06

car might do something really dangerous

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and get into an accident and there are a

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lot of rules countless and for a ton of

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situations here's my speculation as

play02:14

Tesla tried to move rule-based coding to

play02:17

neural Nets with planning they

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encountered a lot of challenges and it

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was slower than what they hoped for take

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away some rules but then it introduces

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these unguarded situations that neuron

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Nets need to handle but what if they

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can't handle those situ

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or there's new situations that are

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created by the absence of the rules that

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you took away it's all extremely

play02:36

complicated to say the least but we know

play02:38

from isaacson's biography of Elon Musk

play02:41

that over a year ago Tesla started to

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experiment with an endtoend full

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self-driving approach forget coding all

play02:47

the rules just use neural Nets not just

play02:49

for perception but also for the complete

play02:52

planning process in other words get rid

play02:54

of all the guard rails and see if neuron

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Nets by themselves can figure out how to

play02:58

drive safely and better than any

play03:00

previous FSD version as Tesla tested

play03:03

this out the early results were

play03:04

promising and the more they tested they

play03:07

realized that this was the way to go

play03:09

they decided to go all in earlier last

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year my guess was probably sometime

play03:13

around spring I think but then you got

play03:15

this Monumental task of building and

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training a massive neuron net with the

play03:19

right data to make sure it could drive

play03:21

safely the video data they need to do

play03:23

that is just massive and the compute

play03:25

required is massive too that's why Tesla

play03:28

increased their compute goal last year

play03:30

is so that they can go all in with

play03:32

endtoend neuron nets for FSD now the Big

play03:35

Challenge in my opinion is to get to a

play03:37

first version that's good enough for

play03:38

customers to actually use the reason why

play03:40

this is so hard is because of how big

play03:42

the jump is from rule-based FSD planning

play03:45

to purely neuronet based planning the

play03:48

jump is huge and the new neuronet

play03:50

planning approach needs to be as good as

play03:52

the old code-based one or else it's not

play03:54

safe to roll out to customers here's

play03:57

another way to look at it you've got

play03:58

thousands of rules R in place to make

play04:00

sure the car doesn't get into accidents

play04:03

and if you take them away then the car

play04:05

really needs to know how to drive by

play04:07

itself without those rules all the

play04:08

crutches come off and then you're left

play04:10

with the true driving ability of the AI

play04:13

but that's hard because why did Tesla

play04:15

need all of those rules in the first

play04:17

place it's because it needed those rules

play04:19

to prevent dangerous mishaps so in order

play04:21

to get rid of all those rules then FSD

play04:24

needs to go through a huge jump in

play04:26

ability probably the biggest jump in its

play04:28

history it needs to somehow get to a

play04:30

place where it can drive without

play04:31

thousands of hardcoded rules and figure

play04:34

out driving from millions of video clips

play04:37

and figure it out in such a way that I

play04:38

can drive better and more safe than it

play04:41

did with all those rules it almost seems

play04:43

like an impossible task that's why any

play04:46

customer roll out of FSC version 12 is

play04:48

such a big deal even though the first

play04:50

version rolled out to Hol Mar's blog and

play04:52

a few others is far from perfect it

play04:54

shows that Tesla has figured out its

play04:56

endtoend neural network approach enough

play04:58

where it can handle most situations now

play05:01

the question is what is version 12's

play05:03

current weaknesses and how long will it

play05:04

take to fix those and ultimately how

play05:07

long will it take to get to unsupervised

play05:09

FSD and robotaxi now on the second

play05:12

question I think we need to see more of

play05:14

FSD version 12 progress over the next

play05:16

several months to get a better feeling

play05:18

of how fast Tesla is able to improve

play05:20

version 12's driving abilities my hunch

play05:22

is that we're going to see sizable leaps

play05:23

and abilities as Tesla brings on larger

play05:25

compute clusters for training I think

play05:27

they'll need all the compute training

play05:29

that they're bringing online this year

play05:31

and probably even more but how about

play05:33

current weaknesses in Omar's tweets he

play05:35

did share how FSD handled a lot of

play05:37

situations amazingly however there are

play05:39

times where it would just stop with red

play05:41

hands and basically give up now I

play05:43

interpret that as there's a confidence

play05:46

level where the neuron Nets have a

play05:48

certain level of confidence to handle

play05:49

situations and if that confidence level

play05:51

drops below a certain threshold then

play05:53

it's taught to basically give up and

play05:55

hand control over to the human it's a

play05:58

safety feature where they don't don't

play05:59

want the neural Nets to hallucinate and

play06:01

just make up a path to drive when it has

play06:03

low confidence in other words there are

play06:05

still guard rails with FSD it's just

play06:07

that they aren't thousands of rule-based

play06:09

code rather it's probably some training

play06:11

to the model where when confidence level

play06:14

drops below a certain threshold then it

play06:16

shouldn't push it and continue in that

play06:17

situation and that's a reasonable rule

play06:20

especially for the time being now the

play06:22

challenge is going to be to increase FSC

play06:24

version 12's driving ability so it

play06:26

rarely ever drops below the threshold of

play06:28

confidence in other words Tesla is going

play06:30

to need to feed a lot more data into the

play06:32

neuron Nets and also improve the neural

play06:35

Nets to the point where it can drive

play06:36

dramatically better than this early

play06:38

version and so much so that it's night

play06:40

and day Tesla version 12 needs to get to

play06:42

a point where it rarely ever holds up

play06:45

red hands and gives up control to the

play06:46

driver rather the neuron Nets need to

play06:48

improve to a point where it's confident

play06:50

in practically every driving situation

play06:52

even complex ones and that's the

play06:54

challenge Tesla's FSD team has this year

play06:57

is to radically and quickly improve

play06:59

fst's abilities through data training

play07:01

and improvements with their neural Nets

play07:03

it's a challenging problem for sure but

play07:05

one that I think has a clear path on how

play07:07

to improve it they basically need a lot

play07:10

of data they need a lot of compute and

play07:13

they need a lot of improvements right to

play07:14

their neural Nets that's what Tesla's

play07:16

FSD team is laser focused on this year

play07:19

and it's going to be exciting to see the

play07:21

results hopefully we'll see some fast

play07:23

improvements and some amazing

play07:24

performance out of FSD version 12 this

play07:26

year all right take care everyone we'll

play07:28

see you guys my next video

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