Venture Capital legends Brad Gerstner and Bill Gurley gave great insights about Tesla robotaxi and Uber ridesharing on the BG2 pod. Brad Gerstner founded the $10 billion Altimeter Capital fund. Bill is a general partner at Benchmark, a Silicon Valley venture capital firm in San Francisco, California. Gurley has led investments in and holds board …
Tesla is speeding up new car products and modifying current factories with aspects of the next generation unboxed factory processes. The partial updated factory processes will not enable the full full 50% cost reduction previously described for the unboxed process but could see 20-30% cost reductions. This would enable a smoother transition for vehicles volume …
Tesla has been investing in the hardware and software ecosystems necessary to achieve vehicle autonomy and a ride-hailing service. They believe a scalable and profitable autonomy business can be realized through a vision-only architecture with end-to-end neural networks, trained on billions of miles of real-world data. Tesla had over 35,000 H100 at the end of …