Tesla is making significant advancements in its Full Self-Driving (FSD) system and AI infrastructure, with updates, approvals, and investments that could potentially lead to increased sales and a stronger brand presence
Questions to inspire discussion
-
What updates are coming for the Cybertruck?
—Updates for the cybertruck will include off-road, overland, and bajw modes, with new features such as locking differentials, trail assist, and adaptive suspension, as well as the ability to level the suspension for sleeping in the cyber tent.
-
What is Elon Musk's bid to overturn the funding secured settlement ruling?
—Elon Musk's bid to overturn the funding secured settlement ruling, which requires his Tesla tweets to be reviewed before posting, was declined by the US Supreme Court.
-
What is Tesla's plan for AI training and inference investment?
—Elon Musk announced that Tesla will invest $10 billion in AI training and inference, with a focus on improving inference efficiency, and Hardware 5 is expected to be ready by the end of next year.
-
What is the status of Tesla's Full Self-Driving (FSD) system in China?
—China has tentatively approved Tesla's plan to launch FSD, but there is uncertainty about transferring data collected in China to the United States for training FSD neural nets.
-
What is the impact of Tesla's FSD advancements on the global market?
—Tesla is making significant advancements in FSD and AI infrastructure, with the company saving money and investing in AI infrastructure, leading to significant returns on investment and global market developments.
Key Insights
- 🚗 Tesla's upcoming updates for the Cybertruck include off-road mode, overland mode, and bajw mode, providing a range of new features for users.
- 🔥 Elon Musk's surprise visit to Beijing to discuss rolling out FSD in China shows his laser focus on Tesla's global expansion.
- 💰 Tesla's potential revenue from FSD subscriptions in China could be over $600 million per year, even with a realistic take rate of 30%.
- 🌐 The ability to send training data from China back to the United States could significantly improve Tesla's FSD system from a global perspective.
- 💰 Tesla will spend around 10 billion this year in combined training and inference AI, emphasizing the importance of investing in AI for competitive advantage.
- 📈 Tesla could potentially double its compute by the end of this year and then double it again throughout 2025 from a much higher base.
- 🚀 Tesla is saving a billion dollars a year after the layoffs and deciding to spend multiples on AI infrastructure, signaling a clear direction for the company over the next 2 to 3 years.
- ⚡️ Polestar's unique silicon-based cells allow for consistent charging speeds throughout the process, reaching speeds in excess of 350 KW.
#FSDStories #Electrified
XMentions: @HabitatsDigital
Clips
-
00:00 ⚡ ️ Tesla's updates include off-road, overland, and bajw modes for the cybertruck, as well as Elon Musk's bid to overturn the funding secured settlement ruling being declined by the US Supreme Court.
- Casey Blaine, a former NTSB employee, now works at Tesla, and Fox News reported positively on Tesla's semi performance on ice, but used an old video.
- Elon Musk's bid to overturn the funding secured settlement ruling, which requires his Tesla tweets to be reviewed before posting, was declined by the US Supreme Court.
- Updates for the cybertruck will include off-road, overland, and bajw modes, with new features such as locking differentials, trail assist, and adaptive suspension, as well as the ability to level the suspension for sleeping in the cyber tent, and other improvements like Maps remembering satellite view setting and high beam staying on auto mode.
-
02:39 ⚡ ️ Tesla's Cybertruck praised by Top Gear, Cyber Odyssey tour announced, Dojo data center being built in Austin for efficiency.
- Top Gear praises the cybertruck's features and capabilities, leading to a change in their initial skepticism.
- Tesla Europe and Middle East announced the Cyber Odyssey tour, while Tesla is building a dojo data center in Austin to improve efficiency.
- Tesla's Dojo computer requires major cooling efforts, and the cooling towers being built at Giga Texas are not for Dojo.
-
05:25 ⚡ ️ Tesla's FSD approved in China, but uncertainty remains about transferring data to the US for training neural nets.
- Elon Musk visited Beijing to discuss rolling out FSD in China, and using Ground News can help find articles with high factuality and political leanings.
- Ground news helps cut through media bias to understand what's really going on, and it's important to check for underreported stories on both the left and right.
- China has tentatively approved Tesla's plan to launch FSD, but there is uncertainty about transferring data collected in China to the United States for training FSD neural nets.
-
08:47 ⚡ ️ Tesla received special treatment from the Chinese government, allowing them to enter the largest EV auto market in the world and received approval for its Full Self-Driving (FSD) system, potentially leading to increased sales and a stronger brand presence.
- Elon Musk met with the chairman of CATL to discuss battery technology licensing.
- Tesla launched enhanced autopilot subscriptions in China for $100 per month, potentially generating over $600 million in high margin revenue for Tesla, and passed data security requirements, making them the only foreign funded enterprise to meet compliance requirements.
- Tesla has received special treatment from the Chinese government, allowing them to enter the largest EV auto market in the world and differentiate their vehicles with tech-forward features.
- Tesla has received approval from the Chinese government for its Full Self-Driving (FSD) system and may start internal beta testing in China, potentially leading to increased sales and a stronger brand presence, but there is uncertainty about whether Tesla will be able to send training data back to the United States for further system improvement.
-
13:26 ⚡ ️ Tesla is investing $10 billion in AI training and inference, with plans to increase training capacity and potentially double compute by 2025.
- Elon Musk announced that Tesla will invest $10 billion in AI training and inference, with a focus on improving inference efficiency, and Hardware 5 is expected to be ready by the end of next year.
- Tesla is investing $10 billion this year in combined training and inference AI, with $1 billion already spent in quarter 1 and potentially another $9 billion to be spent in the remaining three quarters.
- Tesla plans to increase its training capacity from 35,000 to 85,000 h100 equivalents by 2024, with Dojo currently making up 21.4% of the training capacity, and potentially doubling its compute by the end of 2025.
-
16:36 ⚡ ️ Tesla is making major advancements in FSD and AI infrastructure, with impressive driving on European roads and version 12 ready for supervised FSD in left-hand drive countries, but new regulations could potentially impact the system.
- Tesla is making significant advancements in FSD and AI infrastructure, with the company saving money and investing in AI infrastructure, leading to significant returns on investment and global market developments.
- Tesla's FSD was used on European roads for the first time, with impressive driving, but there are still questions about new regulations that could potentially nerf the system, although version 12 is ready for supervised FSD in left-hand drive countries.
-
19:01 ⚡ ️ Tesla's major FSD update 12.4, Nitsa investigating Tesla's autopilot, Polestar's breakthrough in fast charging with StoreDot's silicon-based cells, and Ford's Model E division losing $1.3 billion for the quarter.
- Tesla's 6 update is minor, with the major update being 12.4, while Nitsa and NTSB are investigating fatal crashes involving Ford's blue Crews and machis.
- Nitsa is investigating Tesla's autopilot, Honda has started delivering its first all EV, Kathy Wood and Elon Musk discuss Tesla's AI project, and Tesla's non-gaap net income for quarter 1 was $1.5 billion.
- Polestar demonstrated fast charging with its upcoming Polestar 5 using StoreDot's unique silicon-based cells, achieving consistent charging speeds without power reduction, while Ford's Model E division lost $1.3 billion for the quarter.
-
22:35 ⚡ ️ Tesla stock has surged 15.3% and is up 40% in the past 8 days, but it's important to stay grounded as things can change quickly.
-------------------------------------
Duration: 0:24:14
Publication Date: 2024-04-30T11:05:12Z
WatchUrl: https://www.youtube.com/watch?v=QXLvKocXPtA
-------------------------------------