Tesla is no longer compute constraint - Optimus to start working in Factories - Pulling away in EU

Tesla is making significant advancements in their full self-driving technology, energy storage, and market share, positioning themselves as a leader in the electric vehicle industry, while GM's prediction of overtaking Tesla by 2025 seems unlikely

Questions to inspire discussion 

• What updates are discussed in Tesla news episode 25?

  —The video discusses updates on Tesla, Elon Musk, self-driving, Cybertruck, and more, with the host currently traveling and shooting videos for a new YouTube channel.

• What is Tesla's market share in Europe?

  —Tesla is dominating the European electric vehicle market with a 19.7% market share, pulling away from the competition and raising prices due to high demand.

• What improvements are expected in Tesla's full self-driving technology?

  —Tesla's full self-driving version 12.3 is receiving positive feedback and major improvements are expected next month, despite criticism from some about Tesla not being an AI company.

• What is the status of Tesla's Cybertruck production?

  —Tesla's Cyber truck production is ramping up, while Audi is cutting shifts due to weak demand for the e-tron GT.

• What is the impact of Tesla's new technology on people's lives?

  —Tesla's new technology is making a positive impact on people's lives, allowing them to have a better work-life balance and look forward to the next day.

Key Insights

• 🚗 Tesla is no longer compute constraint - Optimus to start working in Factories
• 📈 Tesla is pulling away from the competition in Europe, with a 19.7% market share in the Bev market.
• 🚗 Tesla's new full self-driving approach uses a new network end to end, surpassing the previous version 11 stack developed over many years.
• 🚗 Tesla's full self driving is making unprecedented progress and is just the beginning of what's to come.
• 🚗 Tesla's breakthrough with version 12 has eliminated their AI training computer constraint, leading to accelerated improvement and progress.
• 🌍 Tesla is leading the way in energy storage with their mega pack project in South Texas, demonstrating the value energy storage can deliver to the grid.
• 🧠 Neuralink's demonstration of a human playing chess with their brain implant while holding a conversation shows incredible potential for the future of brain-computer interfaces.
• 😂 Mary Barra's prediction of GM overtaking Tesla by 2025 seems unlikely, given the significant difference in EV sales between the two companies.

#Tesla #Optimus #Dojo #Compute #Cobots #Optimus

Clips

• 00:00 🚗 Tesla increasing Model Y price in Europe due to high demand, offering incentives during slow months and adjusting prices to balance demand and production.
  • Tesla news episode 25 discusses updates on Tesla, Elon Musk, self-driving, Cybertruck, and more, with the host currently traveling and shooting videos for a new YouTube channel.
  • Tesla is increasing the price of its Model Y in Europe due to high demand, offering incentives to buy during slow months and adjusting prices to balance demand and production.
• 02:48 🚗 Tesla dominates European EV market, raising prices due to high demand, while BMW sees increase in deliveries despite loss in cash flow, and Tesla is no longer compute constraint with Optimus starting work in factories.
  • Tesla is dominating the European electric vehicle market with a 19.7% market share, pulling away from the competition and raising prices due to high demand, while Volvo's E30 is expected to rise in the rankings.
  • BMW is the second best selling brand in Europe for EVs, with a 47.7% increase in deliveries in Q4 2023, despite a significant loss in free cash flow.
  • Tesla is no longer compute constraint and Optimus will start working in factories, with a quick shout out for a product the speaker is promoting.
• 05:51 🚀 Tesla no longer compute constraint, Optimus to start working in factories, pulling away in EU.
  • New Next Generation thermal baselayer called Native is made with 3D printed technology, creating a seamless, highly ventilated, and flexible fabric that allows for 100% freedom of movement without compromising on moisture-wicking or comfort.
  • Thermal regulation in clothing from Italy is impressive and made from recycled materials, recommended for outdoor activities.
• 07:28 🚗 Tesla's full self-driving version 12.3 is receiving positive feedback and major improvements are expected next month, with the company no longer constrained by computer limitations and promising advancements for the future.
  • Tesla's full self-driving version 12.3 is receiving positive feedback and major improvements are expected next month, despite criticism from some about Tesla not being an AI company.
  • Tesla has developed a new version of full self-driving that uses a new network to produce control action to drive the vehicle, which has surpassed the previous version and is expected to bring unprecedented progress in future releases.
  • Version 12 of Tesla's full self driving is showing unprecedented progress and promising advancements, with impressive performance at a gate and exciting potential for the future.
  • Tesla has made a breakthrough with version 12, no longer constrained by computer limitations, and BMW's upcoming hydrogen car is inefficient and expensive.
• 12:19 🚗 Tesla is ramping up Cyber truck production and leading in EV sales, while Audi and Volkswagen are facing challenges with EV demand and production, and Ford is working on an affordable electric vehicle and may get autonomous vehicle software from Tesla.
  • Tesla's Cyber truck production is ramping up, while Audi is cutting shifts due to weak demand for the e-tron GT.
  • Tesla is leading in EV sales and energy storage, but is also working on self-driving software, while Volkswagen is facing trouble with EV demand.
  • Volkswagen is partnering with Mobileye, Ford is working on an electric vehicle for $25,000, and BMW is pursuing driver assist features independently, but it is likely that Ford will get software for autonomous vehicles from Tesla.
• 16:06 😲 Neuralink demonstrated a human playing chess with their brain implant, showing potential for helping blind people see and paralyzed individuals walk again.
• 17:41 🚀 Tesla's new technology is impacting people's lives positively, with progress on humanoid robot Optimus for factory trials and GM unlikely to overtake Tesla in EV sales.
  • Tesla's new technology is making a positive impact on people's lives, allowing them to have a better work-life balance and look forward to the next day.
  • Tesla energy shared Clayton's post on X as Tesla wrote month of no bills with Tesla electric in Texas and as Clayton wrote another monthly statement another month without paying a penny in electric bills here in Texas thanks to Virtual power plant with Tesla energy and Tesla electric.
  • Tesla is making progress on their humanoid robot, with Optimus ready for field trials in factories, and despite predictions, GM is unlikely to overtake Tesla in EV sales.
• 21:05 🚗 Tesla is no longer compute constraint - Optimus to start working in Factories - Pulling away in EU.

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