I predict “more of the same.”
Which equals “not much.”
My earlier predictions don’t look to be at risk and they are much more modest than “1,000s of vehicles” and “serving half the population.”
If Tesla’s software and HW4 couldn’t achieve meaningful unsupervised autonomy all of last year and now 8 months into this year, why would we expect some big change now while vehicles are still using HW4?
They should make progress, but it’ll be a slow grind, city by city, with hardware updates (such as Cybercab) and software updates - like what we’ve been seeing.
There’s no big, rapid scaling, or hyper-exponential anything, except modest growth starting from small numbers.
Tesla Q1 2025 Earnings
”Once we can make it based [sic] to work in a few cities in America, we can make it work anywhere in America.”