Tesla Cybertruck Will Start Outselling the Ford F-150 Lightning in April 2024

Joe Tegtmeyer performs drone flyovers of the Tesla Gigatexas factory and he reports that Tesla Cybertruck production is nearing 900-1000 per week. This is after launching deliveries five months ago in November, 2023. Tesla will likely outproduce and outsell both the Ford F150 Lightning and the combined Rivian SUV and Rivian Truck starting in April …

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Tesla Not Compute Limited for FSD AI Means 100+ Exaflops and 1+ Exabyte of Cache Memory

Tesla indicated in August, 2023 they were activating 10,000 Nvidia H100 cluster and over 200 Petabytes of hot cache (NVMe) storage. This memory is used to train the FSD AI on the massive amount of video driving data. Elon Musk posted yesterday that Tesla FSD training is no longer compute constrained. Tesla has likely activated …

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Tesla Is No Longer Training Compute Constrained So AI Will Accelerate

Get ready for major progress. Tesla FSD and Teslabot will accelerate. Tesla is no long AI compute constrained. Now we will see what unrestricted progress looks like. Yeah, 99% of people have no idea. And improvement will accelerate dramatically now that we are no longer AI training compute constrained. — Elon Musk (@elonmusk) March 22, …

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Supply Chain Reasons for the Slow Ramp

Hinrichs Zanegler, Tesla Semi advocate, predicts Tesla will produce and deliver between 500 and 1,000 semi’s before the high-volume line begins ramping up. He has investigated the supply chain of the Tesla Semi. Tesla is mostly getting supplier parts for the Tesla Semi. Tesla makes the battery packs, plaid motors, invertors and some other mainly …

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Tesla New FSD Update With Automatic Parking

Tesla has started rolling out a new FSD software update which is version 2024.2.11. Tesla releases ‘Tap to Park’ in update 2024.2.11: • Uses FSD Beta v12 • Currently employee-only • Public rollout expected soon Teslas have had Autopark capability for several years. However, autopark would only work on Tesla with ultrasonic sensors (USS). Tesla …

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