Tesla revealed a lot about all of their existing and planned artificial intelligence related products and services in the Q1 2024 earnings call. Elon talked about offering FSD/robotaxi as a hybrid Airbnb and Uber model. Tesla will operating the fleet and the network. The enduser will be able to control their participation in the robotaxi …
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 updated their future vehicle line-up to accelerate the launch of new models ahead of their previously communicated start of production in the second half of 2025. These new vehicles, including more affordable models, will utilize aspects of the next generation platform as well as aspects of the current platforms, and will be able …
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 …
Future versions of Tesla FSD will likely merge with XAI Grok. While Elon Musk has expressed concerns about building too much of his new AI ideas into Tesla unless he has 25% voting control, the need to make a competitive AI will force Tesla FSD to work with XAI Grok. This can be structured in …
Grok-1.5V is competitive with existing frontier multimodal models in a number of domains, ranging from multi-disciplinary reasoning to understanding documents, science diagrams, charts, screenshots, and photographs. Grok has capabilities in understanding our physical world. Grok outperforms its peers in our new RealWorldQA benchmark that measures real-world spatial understanding. For all datasets below, they evaluate Grok …
Elon Musk reasserts that Tesla FSD 12.4 will be another big improvement and will be released soon. Tesla FSD 12.4 will have the driving data learned from another billion miles of driving from the one month free trial for 2 million users. The new driving data will be from many new drivers who were inexperienced …
I talked with Herbert Ong about Tesla compute and how I believed Tesla had 100,000 H100 ordered. I only wondered if they were installed and operating. I also told Herbert that I expected large Nvidia B200 orders by Tesla and XAI so that they each add another 800 Exaflops of compute by the end of …
Tesla has made rapid progress with the full self driving system after they completed version 12 of the AI. They have replaced the coded rules for a complete system of neural networks to control perception, navigation and planning. Tesla has announced that they will unveil the robotaxi on August 8, 2024. However, it is now …
I did a video with Brighter with Herbert, Herbert Ong. I explained why the chart from last year showing Tesla going to 100 Exaflops of compute in October 2024 is out of date. Elon Musk said that both XAI and Tesla had over 30,000 H100 chip equivalents. Nvidia H100 chips each have petaflops of compute. …
Tesla is unveiling the Robotax on August 8, 2024 there is an ongoing ramp of the FSD (full self driving) software. What do we no know and not know about this rapidly changing situation? This is all happening as Tesla’s sales growth is “between two growth waves”. Tesla has cut over 10% of its staff …