Netflix's latest apocalyptic thriller, "Leave the World Behind," has stirred some fears about cars that are too technologically advanced, which means Tesla takes a starring role. Spoiler alert: if you haven’t watched it, I will give away some details.
The film portrays a world teetering on the brink of technological collapse. Amidst this chaos, a memorable scene has the characters dodging a fleet of Model 3s. The cars have been hacked, and operating under full self-driving (FSD) are now smashing into one another, causing traffic jams along all major freeways. Netflix used the scene starring Julia Roberts to promote the movie on Elon Musk’s social media platform, X.
Elon Musk, always one to engage directly with public discourse about his companies, responded to this portrayal on social media. Rather than addressing the depicted nightmare scenario head-on, Musk highlighted the resilience of Tesla vehicles in extreme conditions. He emphasized their ability to charge from solar panels, even in a dystopian, fuel-deprived world. While not directly tackling the depicted misuse of Tesla's FSD capabilities, this response subtly reassures the public of Tesla's utility and foresight in dire circumstances.
It is doubtful that many of you predicted that Model 3s would show up in an end-of-day movie, considering Tesla just started rolling out Cybertruck, a vehicle that would do well in a movie like that. After the bulletproof video demonstration during the delivery event, Musk said, “Sometimes you get these late civilization vibes, you know the apocalypse could come along at any moment, and here at Tesla, we have the finest in apocalypse technology.”
Community Notes Strikes Again
The Netflix post was ‘community noted’ on X. A user, likely a big Tesla fan, pointed out that Tesla's website clearly states that while their vehicles possess FSD capabilities and the necessary hardware, FSD currently operates as a Level 2 assistant feature. This means a driver must always be present and ready to take control. The system is designed to disengage if it detects no driver interaction. This safeguard starkly contrasts the autonomous anarchy depicted in the film. Where is the fun in that?
The Reality of the Situation
While sensational, Netflix's portrayal echoes public fears about the reliability and security of autonomous vehicles. The scene from "Leave the World Behind" taps into anxieties about smart technology and its potential misuse. In reality, accidents involving Teslas potentially with Autopilot engaged are under investigation. The National Highway Traffic Safety Administration is seemingly in constant contact with Tesla about autonomous driving. It's a potent reminder that as technology evolves, so must our understanding and regulations governing it.
For Tesla and Elon Musk, the movie provides an opportunity to reassess public perceptions and address concerns head-on. As "Leave the World Behind" shows, the road ahead is as much about managing fears and perceptions as it is about advancing technology.
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Tesla recently showed off a demo of Optimus, its humanoid robot, walking around in moderately challenging terrain—not on a flat surface but on dirt and slopes. These things can be difficult for a humanoid robot, especially during the training cycle.
Most interestingly, Milan Kovac, VP of Engineering for Optimus, clarified what it takes to get Optimus to this stage. Let’s break down what he said.
Optimus is Blind
Optimus is getting seriously good at walking now - it can keep its balance over uneven ground - even while walking blind. Tesla is currently using just the sensors, all powered by a neural net running on the embedded computer.
Essentially, Tesla is building Optimus from the ground up, relying on as much additional data as possible while it trains vision. This is similar to how they train FSD on vehicles, using LiDAR rigs to validate the vision system’s accuracy. While Optimus doesn’t have LiDAR, it relies on all those other sensors on board, many of which will likely become simplified as vision takes over as the primary sensor.
Today, Optimus is walking blind, but it’s able to react almost instantly to changes in the terrain underneath it, even if it falls or slips.
What’s Next?
Next up, Tesla AI will be adding vision to Optimus - helping complete the neural net. Remember, Optimus runs on the same overall AI stack as FSD - in fact, Optimus uses an FSD computer and an offshoot of the FSD stack for vision-based tasks.
Milan mentions they’re planning on adding vision to help the robot plan ahead and improve its walking gait. While the zombie shuffle is iconic and a little bit amusing, getting humanoid robots to walk like humans is actually difficult.
There’s plenty more, too - including better responsiveness to velocity and direction commands and learning to fall and stand back up. Falling while protecting yourself to minimize damage is something natural to humans - but not exactly natural to something like a robot. Training it to do so is essential in keeping the robot, the environment around it, and the people it is interacting with safe.
We’re excited to see what’s coming with Optimus next because it is already getting started in some fashion in Tesla’s factories.
In a relatively surprising move, GM announced that it is realigning its autonomy strategy and prioritizing advanced driver assistance systems (ADAS) over fully autonomous vehicles.
GM is effectively closing Cruise (autonomous) and focusing on its Super Cruise (ADAS) feature. The engineering teams at Cruise will join the GM teams working on Super Cruise, effectively shuttering the fully autonomous vehicle business.
End of Cruise
GM cites that “an increasingly competitive robotaxi market” and “considerable time and resources” are required for scaling the business to a profitable level. Essentially - they’re unable to keep up with competitors at current funding and research levels, putting them further and further behind.
Cruise has been offering driverless rides in several cities, using HD mapping of cities alongside vehicles equipped with a dazzling array of over 40 sensors. That means that each cruise vehicle is essentially a massive investment and does not turn a profit while collecting data to work towards Autonomy.
Cruise has definitely been on the back burner for a while, and a quick glance at their website - since it's still up for now - shows the last time they officially released any sort of major news packet was back in 2019.
Competition is Killer
Their current direct competitor - Waymo, is funded by Google, which maintains a direct interest in ensuring they have a play in the AI and autonomy space.
Interestingly, this news comes just a month after Tesla’s We, Robot event, where they showed off the Cybercab and the Robotaxi network, as well as plans to begin deployment of the network and Unsupervised FSD sometime in 2025. Tesla is already in talks with some cities in California and Texas to launch Robotaxi in 2025.
GM Admits Tesla Has the Right Strategy
As part of the business call following the announcement, GM admitted that Tesla’s end-to-end and Vision-based approach towards autonomy is the right strategy. While they say Cruise started down that path, they’re putting aside their goals towards fully autonomous vehicles for now and focusing on introducing that tech in Super Cruise instead.
NEWS: GM just admitted that @Tesla’s end-to-end approach to autonomy is the right strategy.
“That’s where the industry is pivoting. Cruise had already started making headway down that path. We are moving to a foundation model and end-to-end approach going forward.” pic.twitter.com/ACs5SFKUc3
With GM now focusing on Super Cruise, they’ll put aside autonomy and instead focus solely on ADAS features to relieve driver stress and improve safety. While those are positive goals that will benefit all road users, full autonomy is really the key to removing the massive impact that vehicle accidents have on society today.
In addition, Super Cruise is extremely limited, cannot brake for traffic controls, and doesn’t work in adverse conditions - even rain. It can only function when lane markings are clear, there are no construction zones, and there is a functional web connection.
The final key to the picture is that the vehicle has to be on an HD-mapped and compatible highway - essentially locking Super Cruise to wherever GM has time to spend mapping, rather than being functional anywhere in a general sense, like FSD or Autopilot.
Others Impressed - Licensing FSD
Interestingly, some other manufacturers have also weighed into the demise of Cruise. BMW, in a now-deleted post, said that a demo of Tesla’s FSD is “very impressive.” There’s a distinct chance that BMW and other manufacturers are looking to see what Tesla does next.
BMW chimes in on a now-deleted post. The Internet is forever, BMW!
Not a Tesla App
It seems that FSD has caught their eyes after We, Robot - and that the demonstrations of FSD V13.2 online seem to be the pivot point. At the 2024 Shareholder Meeting earlier in the year, Elon shared the fact that several manufacturers had reached out, looking to understand what was required to license FSD from Tesla.
There is a good chance 2025 will be the year we’ll see announcements of the adoption of FSD by legacy manufacturers - similar to how we saw the surprise announcements of the adoption of the NACS charging standard.
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