Yesterday evening, Tesla reported first-quarter earnings for 2025, and they were abysmal: Profits dropped 71% from the same time last year.
Musk sounded bitter on the call with investors that followed, blaming the company’s misfortune on protesters who have raged at Tesla dealerships around the world over his role running DOGE and his ardent support of far-right politicians.
“The protests that you’ll see out there, they’re very organized. They’re paid for,” he said, without evidence.
As I understand it, it is fundamentally possible, but at this point one of the worst bottle necks is the physical processing power required to analyze the video feed. Millisecond paced analysis of multiple aspects of multiple HD video feeds in real time by “AI” still takes some pretty heavy duty computational hardware at this point, which is impractical in a real world vehicle. It is prudent to do the research now though to be ready for the day when the hardware catches up. That said, I reckon that Waymo is in a much better position to do this research than than Tesla. Being under Google/Alphabet, they have access to the nearly 2 decades worth of Google Maps and Google’s machine vision training work, among other things, like not being a meme stock company headed by an emperor whose clothes are beginning to dissapear.