Recently, NHTSA upgraded its investigation into FSD, raising market concerns that the pure vision approach might not work.

The paradox is: how can regulatory agencies, which are outsiders, draw conclusions? They can only look at accident reports and listen to external expert opinions. The FSD team is full of top-tier experts, and Musk is an industry benchmark. If the pure vision approach truly doesn't work, they know it better than anyone else, so why would they keep investing money to iterate continuously?

Therefore, the bottleneck for autonomous driving is only long-tail data; the rest is left to time.

Some say Musk has many die-hard fans. I think these people's "faith" in Musk is not blind. Most of Musk's fans are highly educated and rational, following his "first principles" thinking—not blindly following, only asking about the essence. This is true faith [prayer emoji]

$Tesla(TSLA.US)

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