Why Tesla KNOWS They’ll Deliver Robotaxi Next Year | Brian Wang

Tesla is on track to deliver unsupervised robotaxis by early 2025, leveraging significant advancements in AI technology, enhanced safety metrics, and increased computing power to achieve human-level driving safety

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Tesla's FSD and AI Advancements

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Clips

• 00:00 🚗 Tesla is set to deliver robotaxis by 2025, driven by advancements in AI technology and improved safety metrics in their FSD system.
  • Tesla aims to achieve significant advancements in their Robo taxi initiative by 2025, focusing on upgrading to AI5 chips and utilizing H100 compute to enhance performance and scalability.
  • Tesla is poised to deliver robotaxis by 2025, as indicated by significant investments and expert predictions in the industry.
  • Tesla's FSD 13 achieves approximately 15,000 miles per critical disengagement, indicating a significant improvement in safety where human intervention is necessary to prevent potential accidents.
  • Tesla aims to achieve a robotaxi mode with significantly improved safety metrics by mid-2023, allowing for driverless operation in select states based on extensive data.
• 04:38 🚗 Tesla's FSD 13 aims for major safety improvements, with unsupervised robotaxis expected to outperform teenage drivers soon, as Elon Musk anticipates up to 500% enhancements in software.
  • Tesla's FSD 13, trained on the Austin super cluster, is expected to achieve significant improvements in safety metrics, potentially reaching 100,000 miles per critical disengagement by mid-next year.
  • Tesla's unsupervised robotaxi is expected to improve safety and usability significantly, surpassing the driving skills of a teenage driver within the next few months.
  • Elon Musk stated that Tesla's upcoming version 13 of their software is expected to be significantly improved, with potential enhancements of up to 500% and further advancements in subsequent releases.
• 08:28 🚗 Tesla expects to deliver Robotaxi next year, driven by major advancements in autonomous driving and projected exponential growth in usage.
  • Tesla anticipates significant improvements in their autonomous driving technology by 2024, potentially achieving up to 625 times better performance, positioning them to dominate the robotaxi market.
  • Tesla anticipates delivering Robotaxi next year due to increasing FSD mileage and user adoption, with expectations of significant growth in China and Europe.
  • Tesla anticipates significant growth in Robotaxi usage, projecting up to a billion miles per month by mid-year and potentially doubling that by Q4 with increased adoption and more suitable vehicles.
  • Tesla aims to reach 15 billion miles driven per month by the end of 2025, with current progress showing 200 million miles and potential exponential growth.
• 13:02 🚗 Tesla aims to leverage 6 billion miles of Full Self-Driving data and the upcoming AI5 chip to secure regulatory approval for robotaxis while enhancing existing vehicles and exploring new revenue streams.
  • Tesla believes that accumulating 6 billion miles of Full Self-Driving data will demonstrate safety superiority over human drivers, enabling regulatory approval.
  • Elon Musk announced that the AI5 chip, which will be ten times more powerful than the AI4 chip, is expected in late 2025, enabling free upgrades for existing Tesla vehicles to support robotaxi capabilities.
  • Tesla plans to upgrade existing cars with AI chips to enhance capabilities and revenue generation, potentially moving from AI4 to AI5.
  • Investing in Tesla's robotaxis, powered by advanced AI chips, offers potential for reduced accidents and cost efficiency through usage-based amortization.
  • Tesla plans to utilize idle computing power from cars to generate cryptocurrency, potentially creating a new revenue stream for car owners.
• 19:20 🚗 Tesla is ramping up its FSD technology with a major increase in computing power and chip upgrades, positioning itself to deliver Robotaxi next year.
  • Tesla is expanding its energy distribution and computing capabilities, installing 85,000 H100 chips to support its Full Self-Driving (FSD) technology while planning for future advancements.
  • Xai is transitioning from H100 and H200 chips to the more powerful and energy-efficient B200 chips, with plans to release new models every three months starting in May 2025.
  • Tesla plans to rapidly increase training capacity from 85,000 to 285,000 by utilizing existing data centers and purchasing necessary resources.
  • Tesla plans to utilize the new xai supercomputer for full self-driving while transitioning from H100 to B200 Nvidia chips, indicating confidence in delivering Robotaxi next year.
  • Tesla's FSD compute capacity is set to significantly increase by March, enabling rapid scaling for both Tesla and its partners.
  • Tesla is incentivized to develop its own chips to avoid high costs from Nvidia and reduce dependency on external suppliers.
• 26:34 🚗 Tesla is set to deliver Robotaxi next year, fueled by enhanced computing power and plans for a fleet of 10 million cars by 2025, aiming for $30 billion in annual profit from high-usage vehicles.
  • Tesla is confident in delivering Robotaxi next year due to advancements in compute power and training capabilities.
  • Tesla anticipates delivering Robotaxi by next year, leveraging significantly increased computing power and advancements in their Dojo chip technology.
  • Tesla plans to upgrade its fleet to 10 million cars with Hardware 4 and 5 by the end of 2025, contingent on regulatory approvals and chip availability.
  • Tesla anticipates generating $30 billion in annual profit from one million high-usage robotaxis, driven by a revenue model based on mileage and shared earnings.
• 30:43 🚗 Tesla plans to deliver unsupervised robotaxis by early 2025, capitalizing on its unique advancements in self-driving technology and a robust support system for car owners.
  • Tesla aims to deliver a million robotaxis by 2026, leveraging high revenue potential and existing car upgrades.
  • Tesla is on track to deliver unsupervised robotaxis by early 2025, leveraging advancements in full self-driving technology and scaling efforts among employees.
  • Tesla anticipates that by 2025, robotaxi services will be supported by third-party companies for cleaning and maintenance, allowing car owners to earn income while minimizing their responsibilities.
  • Tesla is the only company capable of delivering a robotaxi next year, as competitors are not improving their vehicles' performance or data collection.
• 35:23 🚗 Tesla expects to achieve human-level driving safety by late 2024, bolstered by enhanced AI, increased computing power, and extensive data collection, paving the way for their Robotaxi launch.
  • Tesla anticipates significant improvements in their AI technology by late 2024, potentially achieving human-level driving safety with the upcoming version 13 software.
  • Tesla's increasing reliability in delivering advancements, backed by more training miles and computing power, fosters confidence in their upcoming Robotaxi launch.
  • Tesla has activated 85,000 H100s to analyze critical edge cases for Full Self-Driving, enhancing their data validation process.
  • Tesla anticipates significant advancements in compute power and data collection by the end of next year, enabling substantial improvements in their technology.
  • Brian Wang provides credible forecasts and data about Tesla's upcoming Robotaxi, encouraging viewers to engage and follow his insights. 

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Duration: 0:41:9

Publication Date: 2024-11-27T21:12:45Z

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