The fundamental change for Tesla needs to happen in 2025 to transform financials of the company.
The Nvidia Chatgpt moment led to a surge of over 10X in Nvidia’s share price. There was also a surge in revenues, earnings and margin.
This is the potential for Tesla if all of the growing AI related capabilities are realized.
Tesla is moving to build 600 Teslabots per week by the end of 2025 and they have notified suppliers to prepare for this ramp and even more ramping in 2026 and 2027.
One quarter of Teslabots at 600 per week would mean 7200 bots. This would be enough to have an entire shift in a four shift 20,000 person factory to have one bot per factory worker.
AI is making huge leaps every week and month. Deepseek R1 caught up to OpenAI O1 which was released 4 months ago.
xAI will release Grok 3 in about two weeks.
xAI Grok 3 will have vastly improved AI capabilities and will be put into all Tesla cars. If Grok 3 provides vastly improved voice communication then this will improve the usability and customer satisfaction with Tesla cars and with users of X.
Tesla AI with bots and FSD and xAI Grok 3 can impact the sales and margins of Tesla and X.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.
FSD is finally looking to be making strides in improving distance to critical disengagements (approximately equivalent to averting an accident). FSD V13.2.2.1 now up over 1000 miles on community sourced https://teslafsdtracker.com/ which is close to an order of magnitude better than last few years.
Only about two more orders of magnitude to go. I am still very dubious on current HW3 computers, but maybe there’s a chance with next years computer upgrade.
Maybe three orders. Humans go about half a million miles between accidents, and that’s with some humans driving tired, drunk, tweeting, etc. I’d want FSD doing at least a million if I’m going to let it take over from my sober, attention-paying, reasonably well-rested self.