Michael Dunne, Dunne Insights, delivers world class intelligence and advisory services to investors, automakers, suppliers and technology companies on the global electric car and battery businesses. Michael Dunne gives insights on China, electric cars, autonomous driving and the world. He says that China’s EV supply chain gives China companies about a 30% cost advantage versus …
Various first impressions of Tesla FSD v12.4.3 are positive. Tesla FSD 12.4.3 drives like a professional chauffeur. It executes many maneuvers more smoothly than a human could, and can often react to road hazards before the human driver even notices them — Whole Mars Catalog (@WholeMarsBlog) July 6, 2024 esla FSD 12.4.3 drives like a …
Shield AI, building the world’s best AI pilot, and Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), making a high-performance, jet-powered unmanned aerial systems (UAS aka drone), completion of the first phase of Shield’s AI-piloted flight-testing on-board Kratos platforms as the two companies move toward productizing Shield AI’s pilot for the XQ-58 Valkyrie. Having successfully …
Elon Musk indicates that the new Tesla FSD model has 5 times the number of parameters. This was done while still being able to run the hardware 3 version of the FSD chip. Hardware 3 has been in the fleet of Tesla cars since March 2019. The simple takeaway is that the AI model being …
Bill Gates talks about the inevitability that AI will become more intelligent than humans. Bill Gates has insider access and insight into what OpenAI and Microsoft are doing in AI. He believes the next level is to get to human-like metacognition. We need to go beyond the more trivial reasoning of LLM today. Metacognition is …
Tesla’s FSD (Supervised) v12.4.2 is started to roll out to some normal Tesla owners (non-employees) in North America. Tesla FSD having possible rapid improvement is critical for increased attachment rate (the percentages of old and new Tesla owners that adopt FSD worldwide.) Tesla FSD rapid improvement is critical for licensing deals with robotaxi companies and …
The Supreme Court overruled the Chevron Deference. This ruling has existed for 40 years. It was the courts letting regulatory agencies of the US government decide about ambiguous situations. The courts would decide about facts but let the agencies interpret many things. The Agencies are not allowed to make things up as they go along. …
Using the AIs will be way more valuable than AI training. AI training – feed large amounts of data into a learning algorithm to produce a model that can make predictions. AI Training is how we make the AI that is useful. AI inference is where we do useful and valuable things with the trained …
The biggest concern for the US Air Force is if takes over 15 years to build its full order of even just 100 B-21 Raiders then the new stealth bomber could be outdated before the last get made. Technology is increasing at a rapid rate. Artificial intelligence (AI), machine learning, quantum computers, autonomous systems, etc. …
Tesla FSD is changing radically with version 12.3 having three times the miles between interventions vs version 11. FSD 12.4.X could have 5-10 times the miles between interventions. New teen human drivers are three times more likely to have accidents than average human drivers. Removing the human driver completely to achieve robotaxi will involve government …
TSMC (Taiwan semiconductor) has a major multi-year plan to create rectangular substrate (510 millimeters by 515 millimeters) with over triple the usable area of current round wafers. The rectangular shape means there would also be less unused area left over at the edges. this means less waste because of the rectangular shape and lower costs …