Regulators have nothing to do with FSD's failure to recognize: roundabouts, stationary vehicles, trains at level crossings, or its "selective observation" of road law.
That is really the only scenario where the high collateral damage won't matter.
"We didn't know we where training kill-bots"We knew all along. https://en.wikipedia.org/wiki/DARPA_Grand_Challenge_(2004)
Both are important. A long range RFID tag in every road sign means I don't need a camera to read it, and it can't fail in snow. Magnetic nails[1] in the highway that can aid with high speed lane positioning information absolutely beats the camera on my Volvo that struggles to see white lines when driving into the sun.
Between the ages of 18-26 or so I was a really big Elon Musk fan. It's hard to deny the exciting technological progress made by Tesla and SpaceX on many fronts and I hugely bought into the idea that this stemmed from him. On some level I still believe it does - he's been running both successfully for a long time so he clearly isn't utterly full of shit.
But watching the autopilot predictions become progressively sillier, over and over - watching the Thai cave diving debacle - watching his pathetic Twitter exchanges where he needlessly belittles people in childish ways when he could have just maintained his silence and ignored them - his idiotic pronouncements on the pandemic - I found along the way I lost nearly all of my respect for him. I stopped taking him seriously and came to believe most of the things he says publicly aren't worth hearing or reading about.
I still view him as a brilliant business leader, but....interestingly, he seems to also be an imbecile. And I guess that isn't really surprising, because people are rarely reducible to one thing, but it wasn't until I reached my late 20s that I started to see it more clearly.
Tesla is losing and using misdirection to convince the public they aren’t.
/s for the sake of the challenged.
I figured most of the cars that had FSD paid for will be scrap before it happens.
What it comes down to is: do people want to believe your lie? If they do, almost nothing will dissuade them from believing it.
I honestly don't think that Tesla is hiding fraud at that level. If anything is going to kill Tesla, it'll be cheaper, higher-quality competition, probably followed with lies about sales figures. Things that are years off (as far as I know.) Lies about what your technology is on the verge of doing are standard for the tech industry.
On the autonomous driving side, Waymo and other teams are years ahead of Tesla. Elon's been able to convince the market otherwise and so far they've bought it. In the next 1-2 years as self-driving cars get deployed onto the roads this will be undeniable.
I don't see a big, Theranos style implosion. The market will slowly grow concerned, there will be a "correction" which Tesla stans will ignore and then will be a slow decline with dips each time competitors release strong numbers. By 2023-2024, Tesla's market cap will have fallen 70-80% down to that of other car makers.
I suspect someone will release an actually affordable (comparable to ICE up front and ownership costs), safe, basic EV with decent range and standard car features which has better quality and less hype around it and Tesla will be lose the ass end of the model 3 market. It’ll all collapse from there.
Edit: to qualify this my father paid over £5000 for it three years ago.
[1] https://electrek.co/2022/01/31/elon-musk-tesla-full-self-dri...
2015: "We’re going to end up with complete autonomy, and I think we will have complete autonomy in approximately two years."
2016: "I really consider autonomous driving a solved problem, I think we are less than two years away from complete autonomy, safer than humans, but regulations should take at least another year."
2018: "I think probably by end of next year (2019) self-driving will encompass essentially all modes of driving and be at least 100% to 200% safer than a person."
2019: "We need to be at 99.9999..% We need to be extremely reliable. When do we think it is safe for FSD, probably towards the end of this year then its up to the regulators when they will decide to approve that."
2019: "I feel very confident predicting autonomous robotaxis for Tesla next year."
2020: "I am extremely confident of achieving full autonomy and releasing it to the Tesla customer base next year. But I think at least some jurisdictions are going to allow full self-driving next year."
2021: "Tesla Full Self-Driving will work at a safety level well above that of the average driver this year, of that I am confident. Can’t speak for regulators though."