Elon Musk Talks Tesla FSD Updates on Earnings Call!

Tesla FSD Updates

🚗 Q: When will Tesla's AI5 chip be available?
A: Tesla's AI5 chip, expected to be 5 times more powerful than hardware 4, is delayed until late 2026 or early 2027 due to export restrictions.

🔄 Q: Will Tesla retrofit Hardware 3 cars for unsupervised FSD?
A: Tesla plans to retrofit Hardware 3 cars for unsupervised full self-driving, but is prioritizing Hardware 4 implementation first.

Robo Taxi Network

🚕 Q: How is Tesla expanding its robo taxi network?
A: Tesla's robo taxi network in Austin will significantly expand within 2 weeks, aiming to cover half the population by end of 2025, subject to regulatory approval.

FSD Improvements

🧠 Q: What improvements are coming to Tesla's FSD software?
A: Tesla's FSD software will see a 10x increase in parameter count, providing Formula 1 team-level brain power for improved complex pattern learning and accuracy.

Personal FSD Availability

🗓️ Q: When will unsupervised personal FSD be available?
A: Tesla aims to offer unsupervised personal FSD by end of 2026 in certain geographies, but remains cautious about the timeline.

FSD Usage

📱 Q: How is Tesla encouraging more FSD usage?
A: Tesla is working on relaxing FSD nagging, especially for phone use, to encourage adoption among the half of capable Teslas that have never used the feature.

AI and Hardware Advancements

🧠 Tesla's AI5 chip, expected to be 5x more powerful than Hardware 4, faces delays until late 2026 or 2027 due to export restrictions, while boasting 300+ teraflops compared to Nvidia H100's 1,000+ teraflops used for XAI training.

🚗 Tesla plans to retrofit Hardware 3 cars for unsupervised full self-driving, prioritizing Hardware 4 implementation first, addressing persistent owner requests for upgrades.

FSD and Autonomous Driving Progress

🤖 Tesla's robo taxi network in Austin will expand 10x in size within 2 weeks, increasing vehicle numbers once safety passengers are removed.

🌐 Tesla aims to make autonomous ride-hailing available to 50% of the population by end of 2025, pending regulatory approval, with plans for rapid scaling.

AI Training and Neural Network Enhancements

🧠 Tesla's Dojo AI platform will enable a 10x increase in FSD neural network parameters, providing cars with Formula 1 team-level brain power for improved perception, planning, and prediction.

FSD Adoption and User Experience

📱 Tesla is working on relaxing FSD restrictions to allow phone use while driving, aiming to increase adoption as currently half of FSD-capable Teslas have never used the feature.

• 00:00 🤖 Elon Musk announces Tesla's next-gen FSD computer, AI5, to enter production by 2026, with potential export restrictions limiting its capabilities in non-US markets.
  • Tesla's full self-driving program faces a delay in the AI5 hardware, with Elon Musk sharing updates during the recent earnings call.
  • Tesla's next FSD computer upgrade, likely called AI5, will probably come with upgraded cameras and improved processing capabilities to enable better autonomous driving decisions.
  • Elon Musk expects the AI5 chip to enter volume production by the end of 2026, potentially being nerfed for markets outside the US due to export restrictions.
• 02:21 🤖 Tesla delays AI5 chip, leaning on current AI4 hardware for full self-driving capabilities.
  • Tesla's upcoming AI5 computer is expected to be around five times more powerful than its current Hardware 4 computer, with performance exceeding 300 teraflops.
  • Tesla delays AI5 chip, indicating full self-driving capabilities will be solved with current AI4 hardware, making waiting for AI5 a less certain option for new Tesla buyers.
• 04:09 🚗 Tesla plans to retrofit Hardware 3 vehicles for unsupervised full self-driving capability.
  • This text is not about Elon Musk or Tesla FSD updates, but rather a sponsor ad for Delete Me, a service that removes personal information from data brokers and the internet.
  • Tesla plans to retrofit Hardware 3 vehicles to enable unsupervised full self-driving capability, likely allowing drivers to sleep in the car while it drives.
• 05:48 🚗 Tesla prioritizes unsupervised FSD on hardware 4, offers free FSD transfer to new cars in Europe and China.
  • Tesla prioritizes getting unsupervised full self-driving on hardware 4 before considering upgrades or retrofits for hardware 3 owners, who are still justified in pushing for a solution.
  • Tesla now allows free transfer of Full Self-Driving (FSD) to new cars in Europe and China, making it a good deal for those with older vehicles.
• 07:17 🚗 Elon Musk surprised that half of Tesla owners with FSD capability haven't used it, and considers offering rewards to incentivize usage.
  • Tesla's FSD adoption has increased 25% since price reduction, but surprisingly, half of Tesla owners with FSD capability have not used it despite cars on FSD being 10 times safer.
  • Elon Musk expresses surprise that many Tesla owners don't even try Full Self-Driving despite receiving free trials, citing a simple 2-second menu activation process as the only barrier to entry.
  • Elon Musk suggests incentivizing Tesla owners to use Full Self-Driving by offering rewards, such as free supercharging or a burger, for driving a certain number of miles with the feature.
• 09:52 🚗 Elon Musk discusses Tesla's Full Self-Driving updates, aiming for autonomous ride-hailing for half the population by 2025 and expanding RoboTaxi services in Austin.
  • Tesla's Full Self-Driving system has disengagements but reportedly no notable safety issues, and even minor incidents like a robo-taxi's tire touching a parked car receive significant media attention.
  • Tesla aims to make autonomous ride-hailing available to half of the population by the end of 2025, subject to regulatory approval.
  • Tesla plans to increase its RoboTaxi operating area in Austin to more than 10 times its current size within a couple of weeks.
  • Tesla will allow owners to add or subtract their cars from a robo-taxi network, with a simple approval process, likely next year.
• 12:46 🤖 Elon Musk discusses Tesla's FSD updates, including increasing neural network capacity, relaxing driver attention requirements, and challenges with rural vs city driving.
  • Elon Musk expresses skepticism about Tesla's Full Self-Driving (FSD) technology working in rural areas, but finds it more plausible in downtown city areas with unsupervised self-driving capabilities.
  • Tesla is working on relaxing Full Self-Driving's requirements for driver attention, as current nagging features are causing users to turn it off and use their phones while driving.
  • Tesla is increasing the parameter count of its Full Self-Driving (FSD) neural network 10x, enabling more complex pattern learning and potentially improved perception, planning, and prediction.
• 14:41 🚗 Elon Musk aims to enable Tesla's full self-driving capabilities, including robo-taxis, by end of 2026.
  • Tesla aims to enable full self-driving capabilities, including unsupervised personal use, by the end of the year in certain geographies.
  • Elon Musk aims to have robo-taxis and personal full self-driving cars by the end of 2026, after years of promising such capabilities.

WatchUrl: https://www.youtube.com/watch?v=hIu3IM53NGQ