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Confirmed
FSD
FSD
Tesla faces dilemma with autonomy: loses whether right or wrong
An analysis suggests that if Tesla is correct about autonomy, its limited hardware (HW4 and mid-resolution cameras) will soon be replicated by the industry on vehicles already equipped with more advanced hardware, such as the R1S with 11 MP cameras and dual Orin processors. This would lead to rapid commoditization of Teslaโs Level 4 autonomous driving software. Conversely, if Tesla is wrong, its approach will become obsolete compared to more advanced multisensor fusion systems, losing ground in the robotaxi market. In both cases, Tesla faces significant losses either from accelerated competiti
- Tesla uses HW4 and mid-resolution cameras for autonomy
- Competitors have more advanced hardware like R1S with dual Orin
- If Tesla is right, software replication will take 1-3 years
๐ Why it matters: The analysis focuses on Teslaโs HW4 version and Level 4 autonomy approach compared to more advanced hardware like the R1S.
๐ Upside: If Tesla is right, its software could become a rapidly replicated standard in millions of vehicles.
๐ Risk: If Tesla is wrong, its hardware and approach would become obsolete against advanced multisensor systems.
๐ค Automated analysis and summary. Every story links its original source for verification.