What a difference 3 months makes for Tesla guidance on autonomous driving.
ROBOTAXI
Then
Q2 Earnings Call
I think we will probably have autonomous ride-hailing in probably half the population of the US by the end of the year.
Now
Q3 Earnings Call
We are expecting to have no safety drivers in at least large parts of Austin by the end of this year. So within a few months, we expect to have no safety drivers at all in at least parts of Austin.
Whoa!
“Half of US” reduces to “large parts of Austin”
I wonder what “large parts of Austin” will turn out to be?
CONSUMER FSD UNSUPERVISED
Then
Q2 Earnings Call
I think it will be available for unsupervised personal use by the end of this year in certain geographies.
Now
Q3 Earnings Call
…crickets…