> Which means that ongoing improvements don't actually buy you much of anything, because having to handle an exception every 50 miles isn't a better experience than having to handle one very 5 miles.

That's what I thought too but after trying FSD on HW4 for two months I really think they are almost there. HW3 was really bad but I didn't need to intervene once with HW4. I think their biggest hurdle will be more of a legal or insurance one when they need to shift liability to actually stop saying it needs supervision.

> the answers are Waymo, Apollo Go

Both of which are supervised too, but remotely, and not constantly. There's no reason why Tesla can't do the same - they probably do for Robotaxis now - as soon as the exception rate is low enough, why not?