Behind the video
Tesla FSD vs The Hardest Road in Seattle
The thesis, the calls, and the words behind them. Play a quote to hear it in the original video.
Overall SentimentBullishStrength: 55%
Overall Thesis
The host tests Tesla FSD 14.3.2 around Seattle's difficult monorail intersections and generally praises its handling of traffic, construction, and tight maneuvers. Routing oddities and a final intervention demonstrate remaining limitations, but he concludes that its performance is pretty good; he offers no investment prediction.
Narratives
TSLATeslaThe host views Tesla's current FSD software favorably after observing several successful maneuvers in a challenging Seattle driving environment. His enthusiasm is tempered by inconsistent routing, questionable turns, and an intersection failure requiring intervention, without any forecast for Tesla shares or future commercial outcomes.
Key Arguments
- FSD handles a busy intersection with pedestrians and scooters successfully.
- The vehicle completes multiple maneuvers around monorail pillars and construction.
- The host praises its lane selection around a bus lane and its response to a person directing traffic.
- Navigation appears to avoid some crossings that the host believes violate road markings.
- The host concludes that performance is good despite imperfections and notes that human drivers also struggle here.
Risks acknowledged
- Earlier tests in the host's previous Model Y produced mixed results.
- Construction forces crossings and makes some successful tests less representative.
- The vehicle exhibits a sudden aborted maneuver and routing behavior the host finds confusing.
- Some maneuvers appear inconsistent with posted restrictions or the host's understanding of legality.
- The vehicle enters a congested intersection unsuccessfully, prompting the host to take over.
- The host explicitly acknowledges that FSD is not perfect and suggests Mad Max mode may explain some behavior.
Hedges & Caveats
- The host discloses in the video description that he is long Tesla stock.
- Construction forces some maneuvers and complicates comparison with earlier monorail tests.
- The host expresses uncertainty about which turns and crossings are legal.
- FSD makes odd maneuvers and ultimately requires a manual takeover in an intersection.
- Mad Max mode may have contributed to the problematic intersection behavior.
- The host notes that human drivers also struggle with the monorail layout.
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