If anyone is going to make self driving work, the odds are stacked in Tesla's favor. They have more data and distribution than any of their competitors. If/when that day comes, a decade—or two—of relentlessly pursuing that goal while making hyper optimistic predictions will be entirely irrelevant.

Root for the ambitious… The alternative is to ignore or tear them down. And it doesn't appear to be very fun to be in either of those camps.

I literally jumped for joy yesterday when SpaceX achieved a major milestone along their ambitious path. It's been fun following along and cheering for them.

I feel similarly excited for Tesla when they demonstrate robots with incredible dexterity. Even if they're not fully autonomous. They will still be a game changer for workplace safety. Imagine sending one up an electrical tower ladder in Alaska to replace a tranformer while an operator uses FPV goggles and gloves to control the robot from an office building in Fairbanks over a Starlink connection. Or a robot enabling a scientist to take ice cores in Antarctica from the warmth of McMurdo Station. This scenario would provide enormous quantities of training data as well.

The baseline AI-powered mobility and object avoidance subroutines are enough to make that viable while falling back to remote, human control for 'high resolution', less routine tasks. This same principle applies to robotaxis… And perhaps many Teslas already on the road if they can be retrofitted with the appropriate networking equipment.