Tobias Goebel (Unsupervised)

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Tobias Goebel (Unsupervised)

Tobias Goebel (Unsupervised)

@tpgoebel

Product marketer turned tech explainer (TeslaTobi on YT). Follow for everything AI & robots. My objective: Excite others about Tesla, but aim for objectivity

Boston, MA Katılım Ağustos 2008
2.2K Takip Edilen5K Takipçiler
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Tobias Goebel (Unsupervised)
1 million robotaxis. That's what Tesla needs to break even with their automotive revenue. Check this out: To reach its current annual automotive revenue of ~$70b with ride-hailing, Tesla would need to provide 70b annual miles (at $1/mile, which many say is the goal) – which happens to be pretty much exactly what Uber likely did in 2025. Assume the robotaxis do ~70,000 miles per year (a possibly realistic high-utilization target with 16–20 hours of daily operation) and you would need a fleet of exactly 1 million robotaxis.
Tobias Goebel (Unsupervised) tweet media
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Tobias Goebel (Unsupervised)
Nice. I just gave Claude four local video files (~44 minutes) with a task to identify snippets where I can be seen either full body and/or laughing. I needed this material for a new intro jingle for my channel. It did a near perfect job. Using ffmpeg to pull frames at 4 second intervals and analyze the stills. Gave me a list of files with start and end times. Impressive! (Fable 5 on High, 18 minutes processing time, half my daily credits till reset.)
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Tobias Goebel (Unsupervised) retweetledi
cybergigafactory
cybergigafactory@cybergigafacto1·
Einfach unglaublich🤯 x.com/i/status/20766… Der Unterschied zwischen @Tesla FSD und anderen Systemen, dich sich Konkurrenz nennen, ist offensichtlich die Intelligenz. 100% Regelkonformität funktioniert im Straßenverkehr nicht, das weiß jeder, der sich in diesem Verkehr bewegt. Kann @Tesla FSD mit einem Hinderniss auf der eigenen Spur umgehen? Ja, das kann es! 💪
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Mehauff 🚘✈️
Mehauff 🚘✈️@mehauff7·
@tpgoebel I’m still predicting that Amazon will make a panel version of their Zoox vehicle with a small delivery robot and do this exact thing.
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Tobias Goebel (Unsupervised)
Very cool. We'll need delivery drivers for quite some time more, but I can totally see how this will make the job so much less stressful and harsh on the body... BUT: What's in it for the logistics business itself? Are delivery drivers hard to find, where this would be an incentive?
Boston Dynamics@BostonDynamics

Boston Dynamics is testing a last-mile delivery solution, helping get packages from van to doorstep with less strain and greater efficiency. Learn how and why we're taking on one of the biggest supply chain challenges: bosdyn.co/4w2by8J

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Tobias Goebel (Unsupervised)
HOLY CRAP that's cool. Check out how XPeng's vehicles visualize multi-story parking lots when navigating up or down (either with their flavor of FSD, ie. Next Gen Pilot on VLA 2.0, or manually driven) 🤯 And as for parking, they also seem more advanced than Tesla already in terms of the feature set itself (very likely NOT in terms of overall consistent performance.) LOVE the innovation coming out of this company!
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Tobias Goebel (Unsupervised)
Brilliant idea by @XPENG_Global for their robotaxi service: let the passenger speak into the hailing app a description of how they look and where exactly they're standing - then let the AI figure out the exact pickup spot with their cameras. Nice! (And they can't refrain from taking a friendly stab at Tesla 😅) cc @FutureAZA
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LeRaffl
LeRaffl@leRaffl·
@tpgoebel Almost as if... I dunno... It was safe to use?
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TeslaNerd DE
TeslaNerd DE@teslanerdX·
FSD Probefahrten können in Stuttgart nicht mehr gebucht werden 🤷🏽‍♂️
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Tobias Goebel (Unsupervised)
By the way... should FSD Supervised indeed come to Germany*, Tesla would likely kill the free "autopilot" functionality currently included; in particular, the lane assist. New cars would then only feature Traffic-Aware Cruise Control (TACC), and the basic safety measures mandatory for every new car in the EU. For anything else, you would need to subscribe to FSD for €99/month. (*see the signal's we're seeing in my quoted post; the only thing that changed since yesterday is that FSD demo rides have been extended by 15 days: x.com/tpgoebel/statu…)
Tobias Goebel (Unsupervised)@tpgoebel

My top 5 signals why Tesla FSD Supervised might indeed be coming to Germany any day now, in growing order of significance: 1️⃣ FSD Demo rides end on July 15: - tesla.com/de_de/events/f… 2️⃣ Multiple sources report active FSD training for sales & service staff, with local staff officially staying silent, but apparently reacting with telling body language: - x.com/TSLATHOMAS/sta… - x.com/TeslaDE195932/… - x.com/Sim_Bep/status… 3️⃣ German authority KBA (functional equivalent to US NHTSA) published in slightly ambiguous language on July 8: "[...] The KBA continues to review both the documents and the national acceptance of the RDW's provisional EU type approval [...]" (translated from the original German) - fragdenstaat.de/anfrage/anfrag… (I have a standing request into the KBA to report more detailed information - something I have the right to as a German citizen: fragdenstaat.de/anfrage/antrag…) 4️⃣ A German member of parliament who also sits on the federal traffic committee usually answers ALL questions posed on citizen journalism page "Abgeordnetenwatch" on the day they were posted, but chooses to stay silent on the one question about FSD: - abgeordnetenwatch.de/profile/christ… 5️⃣ German Deputy Secretary of the Federal Ministry of Traffic, Christian Hirte, responds to a citizen request on Instagram whether one of his posts on the government's growth measures on autonomes driving meant that FSD Supervised might get approved in Germany: "Yes, something will be coming here this month 😉" (translated from the original German) - instagram.com/p/DaTEOeCCMqe/ You draw your own conclusions from this collection. I am also covering these and more on my latest TeslaTobi video Note: While I had been skeptical about (5) being about FSD Supervised (L2) vs FSD Unsupervised and robotaxis (L4) - since the latter is part of a big government push in the EU and in Germany -, I must admit that in the context of the new evidence, Mr. Hirte might indeed have meant the acceptance of RDW's provisional approval from April.

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Gersch
Gersch@daniel_gersch·
@tpgoebel Und ich wusste das nichts kommt. Passt halt zu Deutschland.
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Teslaconomics
Teslaconomics@Teslaconomics·
Again… don’t be a dumbass and do stupid shit like this fool just for clicks and attention. Josh West intentionally grabbed and pulled on the steering wheel of a Tesla Robotaxi during a ride to see what would happen. He did it multiple times from the backseat. The Robotaxi responded by braking, giving safety alerts, and contacting support. He also unbuckled his seatbelt while the vehicle was moving and, after the ride, put one of his own stickers on the Robotaxi. The Tesla team reviewed the trip, cited safety violations and property damage, and suspended his Robotaxi access. Then he turned around and made a video titled “I Got BANNED From The Tesla Robotaxi Network… So You Don’t Have To!” No… You didn’t do this “so we don’t have to.” Nobody needed you to grab the steering wheel of an unsupervised Robotaxi. Nobody needed you to intentionally trigger its safety systems. Nobody needed you to put your sticker on a vehicle that doesn’t belong to you. You did it for content. And this is exactly the kind of stupid shit that pisses me, many investors, and many hardworking employees on the Tesla team off. The @Tesla team has spent YEARS working their asses off to make unsupervised Robotaxis a reality. Engineers have dedicated countless hours to building, testing, and improving this technology while Tesla fights through regulatory scrutiny and proves the system can safely scale. Then a fool gets access and intentionally fucks with the vehicle for a YouTube video. Think about how selfish that is. Millions of people are waiting for this technology to expand. Tesla employees have spent years of their lives working to get it this far. The last thing the program needs is some attention seeker intentionally creating safety incidents for clicks. If you’re lucky enough to get access to a Tesla Robotaxi, respect the fucking technology, respect the vehicle, and respect the people who spent years building it. Sit down and buckle up. Keep your hands off the steering wheel. Don’t put or do shit on a car that isn’t yours. And enjoy the fucking ride. It really shouldn’t be that difficult. The Tesla team has worked too damn hard to get to this point for fools chasing YouTube views to jeopardize it for everyone else. Don’t be like this fool.
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