In my post history on another board (Tesla EV Pricing Strategy - #12 by DSNerd), I talked about how in the Q1 shareholders deck they posted a chart showing exponential cumulative miles driven, and what that could mean for reaching autonomy.
What caught my eye in the Q2 earnings deck is how much the miles driven has accelerated. Look at the y-axes on the 2 charts–they added almost 200 million miles in the past 3 months, which is 1.5x the amount that had been driven in the past 2 years! Based on my rough fit, I expected them to hit 500 million by the end of the year after Q1, and with the new data it appears they’ll likely hit 500 million in Q3 (without accounting for additional acceleration).
This explosion of data is why I think more attention is being given to Dojo and their GPU hardware–it sounds like they’re starting to become compute limited rather than data limited (or at least will soon with the rate of miles driven).
It’s difficult to say when autonomy will be fully achieved, but this kind of exponential scaling of data + compute in tandem is really exciting and what’s ultimately needed to get there IMO.
(Data from the shareholders decks: Tesla Investor Relations)