Tesla is making significant advancements in technology, manufacturing, and autonomy, with potential developments in China, Argentina, and the production of Tesla bots, all of which could have a major impact on the company's future
Questions to inspire discussion
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What is the latest news from Tesla?
—The latest news includes the demo of the Tesla bot, leadership changes in China, reports of a new vehicle in production, rumors of a potential gigafactory in Argentina, and a new note from Morgan Stanley analyst Adam Jonas.
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What advancements is Tesla making in technology?
—Tesla is making significant advancements in technology, including the development of Tesla bots with advanced hand capabilities and the production of their own perception and training chips.
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What is Elon Musk's role in China?
—Elon Musk is returning to China with larger responsibility for ramping up autonomy and Robo taxi business, despite potential issues with marketing and global sales.
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What is Tesla's advantage in data collection?
—Tesla's advantage lies in the diversity of miles driven, which will yield the highest amount of useful data for Full Self-Driving (FSD) technology.
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What is Tesla's approach to AI training?
—Tesla has purchased 100,000 H200s with 400 exaflops and their own Dojo processors are in production, combining 25 chips into one for AI training, indicating a serious investment in AI technology.
Key Insights
- 🚗 Tesla's plan to produce new lower cost vehicles utilizing the design and supply chain with the lowest Network latency could revolutionize the automotive industry.
- 🚀 The Model Y refresh is the most important product of Tesla, followed by the lower affordable cars and FSD.
- 🤖 Tesla Bot could potentially replace traditional single-purpose robots, making manufacturing more efficient and cost-effective.
- 🤖 The introduction of Tesla Bots with 22 degrees of freedom could revolutionize the future of automation and robotics.
- 🤖 Tesla is trying to get to the initial design lock phase for the Tesla Bot with 22 degrees of freedom in the hand.
- 🧠 The tremendous amount of miles driven and video capture are crucial in capturing corner cases and gaining a data edge over competitors.
- 🚀 Tesla's Dojo training tile essentially packs 25 ultra high performance processors, making it exceptionally power hungry and requiring a sophisticated cooling system.
- 🌐 Tesla's Dojo system is specific and powerful, designed for AI training and production in data centers, representing a groundbreaking innovation in the field.
- 💡 The development of Tesla's own perception chips and training tiles demonstrates their dedication to staying ahead of the competition in the technology industry.
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XMentions: @herbertong @HabitatsDigital @theJeffLutz @FutureAzA @TeslaBoomerMama
Clips
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00:00 🚀 Tesla has major news including the demo of the Tesla bot, leadership changes in China, reports of a new vehicle in production, rumors of a potential gigafactory in Argentina, and a new note from Morgan Stanley analyst Adam Jonas, with potential layoffs predicted and Elon Musk returning to China with larger responsibility for ramping up autonomy and Robo taxi business.
- Tesla has major news including the demo of the Tesla bot, leadership changes in China, reports of a new vehicle in production, rumors of a potential gigafactory in Argentina, and a new note from Morgan Stanley analyst Adam Jonas.
- Jeff Lutz predicts potential layoffs of 10,000 employees at Tesla.
- Tom Zhu has returned to Tesla China to resume his role in charge of the business in the greater China region, potentially due to the model y refresh, roll out of Robo taxi, and FSD.
- Elon Musk announced that Tesla will produce new lower cost vehicles ahead of the launch of the compact vehicle, utilizing the design and supply chain with the lowest network latency, with the Shanghai facility having the fastest development time and shortest network latency.
- Shanghai is the fastest route for Tesla to produce new vehicles, serving China, Asia, and eventually Europe and the US, with the help of Tom.
- Elon Musk is returning to China with larger responsibility for ramping up autonomy and Robo taxi business, despite potential issues with marketing and global sales.
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06:02 🚀 Elon Musk receives preliminary approval for FSD in China, introduces Tesla bot capable of handling 4680 batteries, and Jeff predicts cost savings and increased efficiency in manufacturing with Tesla's new technology.
- Elon Musk is taking on greater responsibility in China and has received preliminary approval for FSD, solidifying his relationship with the government.
- Tesla dropped a new video of Tesla bot, which is able to pick and place 4680 batteries in a specific slot, and there are at least 12 Gen 2 bots in the lab.
- Jeff believes that Tesla's new technology will replace traditional single-purpose robots, leading to cost savings and increased efficiency in manufacturing.
- Companies can retrain and repurpose robot arms for different tasks, but it involves a lot of engineering and retrofitting, whereas using humanoid robots could lead to labor and capital efficiency gains.
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10:03 🚀 Tesla is developing advanced Tesla Bots for factory work, finalizing design for Optimus hand change, and making progress on Giga Argentina deal with potential supply base development.
- Tesla is working on developing Tesla Bots with advanced hand capabilities, and they plan to have them doing useful work in the factory by the end of the year.
- Tesla needs to lock in a bill of material for suppliers to replicate and improve their cost structure and velocity, even though they have a dynamic approach to making updates in the factory.
- Tesla is at the initial design lock phase for the Tesla Bot, and the supply base and factories will prototype the design in phases over the next 6 to 15 months.
- Tesla is working on finalizing the design for their Optimus hand change, which will start production later in the year.
- Elon Musk is meeting with the president of Argentina, and the development process for Tesla's supply base is progressing.
- The quick repeat meeting between two global leaders suggests potential deal development for Giga Argentina.
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15:58 🚗 Tesla is considering Argentina for manufacturing and export due to its large population and industrial base, with potential discussions for vehicle production and export at Giga Argentina.
- Argentina is a potential location for Tesla's manufacturing due to its large population, export business, and industrial base.
- Tesla may be discussing a potential relationship with Giga Argentina for vehicle production and export, as evidenced by meetings between leaders and favorable export lanes to South America and Mexico.
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18:23 🚗 Tesla's full self-driving shows improvements in sensitivity to pedestrians, analysts need to understand and model the company's capabilities, and Tesla has a data edge over competitors.
- Tesla analyst tests full self-driving and notes improvements in sensitivity to pedestrians and overall actuation, demonstrating a heightened sensitivity and noticeable improvement from prior versions.
- The speaker emphasizes the importance of experiencing and understanding various autonomous driving systems in order to provide accurate information to clients in the auto industry.
- Tesla is releasing new updates and features, and analysts need to better understand and model the capabilities of the company's systems.
- The amount and diversity of data collected by Tesla's fleet of vehicles is crucial for training neural nets and capturing relevant information for the perception and navigation of the robot, giving Tesla a data edge over competitors.
- The speaker discusses the lack of competitive data on Tesla and the misconception of their driving capabilities.
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23:49 🚀 Tesla is using data from miles driven to improve autonomy, with a focus on diversity for the most useful data, and has purchased 100,000 H20s with their own Dojo processors in production for AI training.
- Tesla is collecting data on miles driven to improve autonomy, with the understanding that not all data is useful.
- Tesla's advantage lies in the diversity of miles driven, which will yield the highest amount of useful data for FSD.
- Tesla has purchased 100,000 H20s with 400 xof flops and their own Dojo processors are in production, combining 25 chips into one for AI training.
- Tesla's Dojo system is a powerful solution for AI training, with liquid cooling and specific for video, and is now in production in data centers.
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27:27 🚀 Tesla is ahead in developing their own perception and training chips, while Elon Musk is trying to bury good news about Tesla's production volumes and timing.
- The speaker discusses the concept of "whistling past the graveyard" and the importance of verifying news sources.
- Elon Musk is trying to bury good news about Tesla's production volumes and timing.
- Tesla is ahead in developing their own perception and training chips, and they are serious about it.
- Nvidia is ahead in terms of consumer products and training, but Tesla is waiting to secure enough supply from them before making an announcement to avoid stressing their relationship.
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30:57 🚀 Tesla is investing in production and deployment for their own businesses, including autonomous robot taxis and next-gen data centers, with the possibility of offering Dojo as a service.
- Tesla is investing in production and deployment, indicating that there is a method behind the madness despite Elon Musk's public skepticism.
- Tesla is unlikely to sell their products and will instead use them for their own businesses, including creating autonomous robot taxis and next-gen data centers, with the possibility of offering Dojo as a service.
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Duration: 0:32:56
Publication Date: 2024-05-06T19:52:01Z
WatchUrl:https://www.youtube.com/watch?v=6a4HL72hb88
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