Ahead of Tesla AI day on August 19, 2021 is what looks like a 25 AI chip module for the Dojo Training supercomputer. The Tesla Dojo supercomputer is a key part of speeding up the improvement of the Tesla full self driving system. Tesla has already revealed a 1.8 exaflop AI training system. It seems …
Colin Rusch of Oppenheimer is ranked 17th out of 7616 analysts and he indicates that Oppenheimer research predicts that Tesla Berlin and Tesla Austin will be able to generate 5-8% cost improvement in 2022. Tesla Q2 2021 financials showed that they had their highest automotive margins ever. This was in spite of not producing only …
Tesla has released version 9.1 beta of the FSD software and Elon indicates that beta updates should come every two weeks. There is always a lot of cleanup after a major code release. Beta 9.2 will be tight. Still some fundamentals to solve for Beta 10, but now that we’re pure vision, progress is much …
The rumors are that Tesla will have a non-street legal but operational Model Y built in Texas next week. It is expected that Texas will start Model Y production in about two months. Giga Texas News: There is a high probability from a trusted source that the first fully completed test Model Y (operational, but …
Tesla’s Q2 2021 earnings call indicated there is a 3-6 month delay in the 4680 production ramp compared to their prior statements. Previously Tesla had indicated that they would have 100 GW of batteries in 2022 while now they are saying they will reach a 100 GW per year runrate by the end of 2022. …
Elon Musk says that the Tesla AI day will be August 19. Tesla AI Day August 19th — Elon Musk (@elonmusk) July 29, 2021 There is a version 9.1 beta FSD (Full self driving) update coming on tomorrow. Several improvements coming via V9.1 on Friday at midnight — Elon Musk (@elonmusk) July 25, 2021 There …
The Tesla Economist calculates that Tesla could deliver 292000 cars in Q4 of 2021 and this would be $16.2 billion in automotive revenue. This would be $6 billion more quarterly than the blowout Q2 auto revenue just reported by Tesla. This would mean about $3.1 billion in net income in Q4 versus $1.3 billion in …
ARK estimates that autonomous driving could reduce the cost of ride-hail significantly, expanding the addressable market. Today, the average price of an Uber is $2 per mile, while Didi is $0.50-$.70 per mile. We estimate that autonomous ride-hail vehicles will have higher utilization rates than human-driven cars, as well as lower labor and insurance costs. …
Elon Musk said the wide beta release of Full Self Driving will not be with the current version 9. It will be with version 10 or version 11. Wide beta maybe with FSD rev 10, definitely with rev 11 — Elon Musk (@elonmusk) July 17, 2021 Troy Teslike indicates that Giga Texas will start production …
Tesla Texas and Tela Berlin factories could start production of Model Y vehicles in completed buildings while completing the rest of the factories. This would enable small pilot production of a few hundred to a few thousand vehicles in Q4 2021. Close observers of the new Tesla factory construction expect the main production ramps to …
Tesla Berlin construction documents provide details on 4680 cells and battery pack timelines. There are rumors that Berlin will start vehicle production in November, 2021. However, they will have to ship some 4680 cell and drive units from Fremont in order to build these vehicles. Various packs and then 4680 cells will be made at …