Over the weekend, Tesla CEO Elon Musk conducted his much-anticipated FSD-V12 demonstration. The event was livestreamed on X and had 11.1 million views as of press time. Musk’s comments after the demo hinted at his estimate of the size of Tesla’s total fleet in the years to come.
The ride was surprisingly uneventful, partly due to the FSD V12 already behaving almost like a human driver. As Musk pointed out while driving, the FSD V12 behaved smoothly and easily responded to road situations such as construction sites and speed bumps. Only once did Musk have to intervene at a busy intersection when the FSD V12 was about to stop at a red light.
musk demonstration Gave quite a bit of attention on social media. Critics of the system dismissed it as evidence that FSD was insecure, and proponents praised the system’s improvements. A technology evangelist was among those who recognized the importance of the demonstration Robert Scoblewho described the ride as the first “first public demonstration of a robot that learned to move around the world just by watching videos.”
Our world changed tonight.
In 10 years we will be looking back at the first public demo of a robot that learned to move around the world just by watching videos.
This is a paradigm shift in the way software is created.
at one point @elonmusk took over because the AI made a mistake.…
— Robert Scoble (@Scobleizer) August 26, 2023
Responding to the tech evangelist’s comments, Musk explained that it was noteworthy that the inference processing power required for the system used in the FSD V12 demo was only about 100W on Tesla’s AI computer. The CEO noted that “such low power is enough to achieve superhuman driving”. However, Musk emphasized that achieving superhuman driving with AI requires billions of dollars a year and a massive fleet of vehicles.
An accurate assessment.
Also surprising is that the inference processing power required for 8 cameras at 36 frames per second is only about 100W on the AI computer developed by Tesla. This measly performance is enough to achieve superhuman driving performance!
It makes a big difference that we…
— Elon Musk (@elonmusk) August 26, 2023
With that in mind, Musk noted that Tesla currently has over 4 million cars on the road that are capable of AI training. That’s a significant number and very impressive considering how young the company is in the automotive industry. Still, Musk also estimated that Tesla’s fleet would be significantly larger in the future, reaching “roughly 10 million” in a few years.
You can find more statistics at Statista
Granted, Musk has a reputation for being overly optimistic with his estimated timeframes, but it should be noted that 10 million is quite realistic. As Statista notes, Tesla’s total sales have surpassed the 4.4 million mark, after all. So if the EV maker continues to grow at its pace, a total fleet size of 10 million vehicles could actually be within reach.
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Elon Musk estimates that the Tesla fleet will reach 10 million in a few years