Tesla Autopilot

We're bringing...

Tesla FSD integration into Turo.

So now you can actually experience AVs by renting a car on Turo, specifically the Model 3 and Model Y.

So very excited about that.

Amazing.

Only 300 of those were made.

But anyway, circling back to why we're excited about the experience of renting Tesla FSD on Turo, you'll see on Wednesday, we're launching the actual product on Wednesday.

We built actually a bunch of software to enable it.

And even before negotiating over OpenAI's structure began, Elon leveraged OpenAI for the benefit of his for-profit ventures.

For example, in early 2017, he asked OpenAI to send a team to help fix Tesla's self-driving program Autopilot.

So Scott Gray, Ilya, Greg, and Andrei Karpathy ended up devoting significant time to improving Autopilot, which led to Elon recruiting Andrei to join the Tesla full-time.

Elon never truly treated OpenAI as an independent for-profit.

Now, earlier I said Elon had some pull with Ilya Sutskover.

I met a guy on a Southwest flight that was a fan of the show.

While we were doing that, Tesla and Elon were given an update on FSD on the Tesla print.

Well, he did that.

Steve Cohen's family office invested in robo-taxi operations.

So let's talk about the Tesla podcast.

And there was, I thought, for me, at least, a lot of good information there.

I mean, you know, some of it was more so about FSD attach rates being at 75%.

I mean, that's a pretty, you know, stunning number given, you know, in quarters past where we queried, like, why are more people not doing it? I think the bottom line is word has gotten out at how good FSD is, and it's obviously showing up now in the attach rates.

So at the same time, the other big manufacturer like BYD don't really have that problem.

All right, the big headline number that really helped Tesla during this quarter is that Tesla FSD subscription hit 1.74 million in Q3.

And with that, a shock said that that number, by the way, includes people who bought it.

So it's probably closer to a million monthly subscriber, in my opinion, maybe a little bit less than that.

expensive? Yeah, now you can get one for like $100.

But yeah, the Goddard ISB will give you something similar to FSD.

It's comparable to Tesla FSD in terms of point-to-point navigation and whatnot.

We already went through the charging situation.

We learned a lot of things on the Tesla Q3 earnings call, including this big one.

Tesla FSD attach rate grew to over 75% of new vehicle deliveries in North America.

That's up 20% from Q2.

So now we're talking

Yeah, grew that much in just the quarter.

That's crazy.

So this means that everyone who's buying a new Tesla, 75% of them are getting FSD with the car? The CFO said

that people are going into Tesla dealerships and just going like, I need FSD.