Musk Plans To Crack Tesla’s “Level 5 Autonomous Driving”

Musk Plans To Crack Tesla’s “Level 5 Autonomous Driving”
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Whitney Tilson’s email to investors discussing Musk promises that Tesla will have “the basic functionality for level 5 autonomous driving complete this year;” Is Telsa “the undisputed leader in EVs and Auto 2.0”?; Elon Musk ends up making over $50 million from his SEC settlement.

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Q2 2020 hedge fund letters, conferences and more

Welcome to the many new folks to my Tesla email list!

Fund Manager Profile: Kris Sidial Of Tail Risk Fund Ambrus Group

invest Southpoint CapitalA decade ago, no one talked about tail risk hedge funds, which were a minuscule niche of the market. However, today many large investors, including pension funds and other institutions, have mandates that require the inclusion of tail risk protection. In a recent interview with ValueWalk, Kris Sidial of tail risk fund Ambrus Group, a Read More

I don’t have a position in the stock, but regularly send out articles of interest related to it.

Tesla's "Level 5 Autonomous Driving" To be Completed This Year: Musk

1) Musk is making some bold claims that Tesla will have “the basic functionality for level 5 autonomy complete this year.”  At least he’s leaving himself some wiggle room – what does “basic functionality” mean??? The definition of Level 5 is very clear:

Level 5 vehicles do not require human attention―the “dynamic driving task” is eliminated. Level 5 cars won’t even have steering wheels or acceleration/braking pedals. They will be free from geofencing, able to go anywhere and do anything that an experienced human driver can do.

My view is that autonomous driving will become widespread (though likely only in certain areas/routes – for example, from an airport to dozens of hotels) sooner than most people expect – but not nearly as soon as Musk is promising…


Many Tesla vehicles come so-called autopilot features, which amount to very advanced cruise control. Enhanced autopilot is available as an upgrade. Tesla’s autopilot still requires drivers to pay attention. Level 5 autonomy would represent a huge leap for the entire industry.


After sharing his insights on artificial intelligence (AI), Musk said Tesla Gigafactory Shanghai will use more AI and its applications but it takes more time to make truly effective use of the technology.

In the end, Musk expressed his wish to visit the Gigafactory soon and attend the WAIC in person next year.

2) Morgan Stanley analyst Adam Jonas recently wrote that Tesla is “the undisputed leader in EVs and Auto 2.0.” This Twitter thread takes issue with that…

3) Musk should be showing love to the SEC – LOL! Elon Musk ends up making over $50 million from his SEC settlement

Jacob Wolinsky is the founder of, a popular value investing and hedge fund focused investment website. Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and four kids in Passaic NJ. - Email: jacob(at) - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver
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