I'd sum up those three points as "more data and more real-world, open-ended, large-scale testing by regular people." Big difference.
> Occupancy networks: waymo has published research on this before Tesla announced this at AI day (not clear to me who got there first though https://arxiv.org/pdf/2203.03875v1.pdf)
AFAIK, Tesla FSD Beta is the only system that has been using these DNNs for open-ended testing.
> Tesla's Dojo -> Waymo has TPUs to train on
I've trained AI models on TPUs. They're nowhere near close to 36x more efficient than Nvidia GPUs.
> I am pretty biased because as a Tesla owner I am pretty pissed off at this point at how the false positives on the system in detecting close following are stopping my safety score from getting high enough to even be able to access the product I purchased.
I understand your frustration, but I also understand why Tesla is being so strict with safety scores at this point.
Maybe you should consider that when watching YouTube videos of people using it....
Also if Tesla actually published numbers on an MlPerf benchmark, I would be more inclined to believe claims about 36x better efficiency.
https://mlcommons.org/en/training-normal-20/
The fastest times I'm seeing here for image classification and for object detection (not the same, but probably closest proxy out of the tasks benchmarked) are for TPUs.
To know who has better training technology I don't think you should be using a cost-efficiency metric, it seems to me the best thing to use would be who can train networks the fastest. Cost metrics are easy to game especially if you are the ones making the chips (Of course them making chips is cheaper than buying Nvidia chips for them once the capital investment is made). To measure who is ahead in technology, I think you have to look at who can train models the fastest, and right now as far as I can tell, TPUs are unbeat for this. (Although practically speaking it's hard to pull off these large topology things externally and there are also other caveats with ML perf related to how the training setups are optimized, but nonetheless, it's a better signal than what Elon says in a presentation :) )
Occupancy networks: waymo has published research on this before Tesla announced this at AI day (not clear to me who got there first though https://arxiv.org/pdf/2203.03875v1.pdf)
Tesla's Dojo -> Waymo has TPUs to train on
To me all of this is outweighed by the fact that Waymo has a driverless deployment and Tesla does not. I am pretty biased because as a Tesla owner I am pretty pissed off at this point at how the false positives on the system in detecting close following are stopping my safety score from getting high enough to even be able to access the product I purchased.
But it is pretty hard to say one way or another.