Deep discussion of FSD, Tesla in China and FSD competition. Herbert Ong and Brian talk FSD and Robotaxianalysis.

FSD is showing accelerated improvement. What will this mean for Tesla in China, globally and what will happen with robotaxi?

There has been a lot of highly impactful news from Tesla about FSD improvements and they are in the process of being able to use and sell FSD in China.

Will some of the Chinese car companies choose to use Tesla self-driving or will they keep building on top of Nvidia hardware?

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