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Category: transportation – Page 2

Tesla Robotaxi Already a Monster Hit

Questions to inspire discussion.

Autonomous Driving Development.

🔄 Q: What version of the Robotaxi software is Tesla currently working on? A: Tesla’s autonomy team is focused on version 14, which will be merged with the public release for consumer vehicles.

đŸ›Łïž Q: How is Tesla approaching the expansion of its Robotaxi service area? A: Tesla is taking a cautious approach, prioritizing data collection and safety over rapid expansion.

👀 Q: Are Tesla’s Robotaxis currently fully autonomous? A: The service is currently supervised by a human driver, with the goal of eventually removing the safety monitor for fully autonomous operation.

Future Plans and Strategies.

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Elon’s Tesla AI Update (everything hinges on this)

Elon Musk’s future success with Tesla, potentially leading to a valuation of $8.5 trillion, is contingent upon the company’s advancements in AI chip development and deployment of autonomous vehicles and robots.

Questions to inspire discussion.

Tesla’s AI Chip Development.
đŸ–„ïž Q: What is Tesla’s new focus for AI chip development? A: Tesla is ending Dojo and concentrating all silicon talent on creating a single, powerful chip called AI6, aiming to make it the best AI chip by far.

Elon’s Cryptic Post Sparks Big Questions

Questions to inspire discussion.

🌐 Q: What distinguishes embedded AI from language models like ChatGPT? A: Embedded AI interacts with the real world, while LLMs (Large Language Models) primarily answer questions based on trained information.

Chip Production and Supply.

đŸ’» Q: What are Samsung’s plans for chip production in Texas? A: Samsung’s new Texas chip plant will produce 2nm chips with 16,000 wafers/month by the end of 2024, boosted by a $16B Tesla deal.

🔧 Q: How will the Samsung-Tesla deal impact Tesla’s chip supply? A: The deal will significantly boost Tesla’s chip supply, producing 17,000 wafers per month of 2 nanometer chips reserved solely for Tesla.

AI Infrastructure and Applications.

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Elon Musk Pushes Tesla Forward

Questions to inspire discussion.

đŸ“· Q: What camera technology does the Optimus bot use? A: Optimus uses car cameras with macro modes for reading small text, supplied by Simco (a Samsung division), featuring a miniaturized camera assembly with internal movement mechanisms.

Tesla AI and Chip Development.

🧠 Q: How does Tesla’s AI5 chip compare to competitors? A: The AI5 chip is potentially the best inference chip for models under 250 billion parameters, offering the lowest cost, best performance per watt, and is milliseconds faster than competitors.

đŸ’» Q: What advantages does Tesla have in chip development? A: Tesla controls the chip design, silicon talent, and has vertical integration, giving them a significant edge over competitors in AI chip development.

Tesla Product and Business Updates.

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Tesla Just Hit Its POINT OF NO RETURN

Questions to inspire discussion.

📈 Q: What is the potential annual production capacity for Cybercabs at full speed? A: At full speed with multiple production lines, Tesla’s Cybercab production could reach 2 million vehicles per year.

Tesla’s FSD and Autonomous Driving.

🧠 Q: When is FSD14 expected to be released? A: FSD14 is anticipated to be released in September 2025.

🚗 Q: What capability will FSD14 enable for Tesla vehicles? A: FSD14 will enable unsupervised robo taxi operation for Tesla vehicles.

đŸ’Œ Q: How might Tesla’s FSD subscription model change? A: Tesla’s FSD subscription could become mandatory for new vehicle purchases.

Continue reading “Tesla Just Hit Its POINT OF NO RETURN” | >

EBITDA vs Milestones: The Real Unlocks in Elon’s 2025 Comp Plan

Questions to inspire discussion.

đŸ€– Q: How will Tesla’s CyberCab production differ from traditional assembly? A: CyberCab production will be unboxed with Tesla bots, not humans, using four major pieces that snap together like Lego, making it faster and more efficient.

🚕 Q: What is Tesla’s approach to building its robotaxi network? A: Tesla plans an Airbnb-style network using existing cars and fast-built CyberCabs to reach 1 million robotaxis and $50 billion EBITDA within 1–2 years after launch.

🌆 Q: How might the robotaxi network impact urban landscapes? A: The network could make transportation cheaper for everyone, especially older people and non-drivers, potentially transforming cityscapes and encouraging suburban expansion.

Financial Targets.

💰 Q: What are the market cap milestones in Tesla’s compensation plan? A: The plan requires reaching a $2 trillion market cap initially, with subsequent milestones up to $8.5 trillion, requiring sequential achievement.

Continue reading “EBITDA vs Milestones: The Real Unlocks in Elon’s 2025 Comp Plan” | >

Tesla Board Announces Elon Musk $1T Pay To Make TESLA $8.5T

Questions to inspire discussion.

đŸ’Œ Q: How could Elon Musk’s ownership stake in Tesla change with this package? A: Musk’s ownership could increase to over 25% if he achieves all 12 tranches, potentially taking 10 years to complete, with voting rights granted earlier upon milestone achievement.

📊 Q: What is the significance of the proxy vote on September 15th? A: The proxy vote determines share count and equity incentive plan, potentially giving Musk voting rights for remaining shares from the 2018 package, accelerating his path to 20% ownership.

Tesla’s Growth and Profitability Targets.

📈 Q: What is Tesla’s final profitability target in the compensation plan? A: The plan targets $400 billion in EBITDA, comparable to Meta, Alphabet, and Microsoft at their $8.5 trillion market cap, suggesting Tesla’s potential value could reach $15–16 trillion.

🚗 Q: What are the specific product-related milestones in the plan? A: Key milestones include 20 million vehicles delivered, 10 million FSD subscriptions, 1 million robo taxis deployed, and 1 million bots delivered over a 5–10 year timeframe.

Continue reading “Tesla Board Announces Elon Musk

Questions to inspire discussion.

đŸ’Œ Q: How could Elon Musk’s ownership stake in Tesla change with this package? A: Musk’s ownership could increase to over 25% if he achieves all 12 tranches, potentially taking 10 years to complete, with voting rights granted earlier upon milestone achievement.

📊 Q: What is the significance of the proxy vote on September 15th? A: The proxy vote determines share count and equity incentive plan, potentially giving Musk voting rights for remaining shares from the 2018 package, accelerating his path to 20% ownership.

Tesla’s Growth and Profitability Targets.

📈 Q: What is Tesla’s final profitability target in the compensation plan? A: The plan targets $400 billion in EBITDA, comparable to Meta, Alphabet, and Microsoft at their $8.5 trillion market cap, suggesting Tesla’s potential value could reach $15–16 trillion.

🚗 Q: What are the specific product-related milestones in the plan? A: Key milestones include 20 million vehicles delivered, 10 million FSD subscriptions, 1 million robo taxis deployed, and 1 million bots delivered over a 5–10 year timeframe.T Pay To Make TESLA .5T” | >

Tesla Can’t Stop Winning. *Even* MORE Epic Robotaxi News

Questions to inspire discussion.

🌐 Q: How quickly will Tesla expand its robo taxi service? A: Tesla plans to rapidly expand access to its ride-hailing service in the Bay Area and robo taxi service in Austin, Texas, by scaling its fleet and improving autonomous driving technology.

🚕 Q: What impact will Tesla’s robo taxi service have on the ride-hailing industry? A: Tesla’s service is expected to disrupt traditional ride-hailing, potentially becoming the most cost-effective option for customers while advancing sustainable energy transition.

Revenue and Profitability.

📈 Q: How will the robo taxi service affect Tesla’s revenue? A: The service is anticipated to generate significant revenue for Tesla, leveraging its cost advantage and autonomous technology to become potentially the most profitable ride-hailing option.

🔋 Q: How does the robo taxi service align with Tesla’s broader mission? A: The service supports Tesla’s ambition statement of accelerating the world’s transition to sustainable energy while offering a competitive and cost-effective transportation solution.

Continue reading “Tesla Can’t Stop Winning. *Even* MORE Epic Robotaxi News” | >
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