He first pitched this idea of Tesla’s fleet running inference compute for AI during the last earnings call. “So there’s 100 hours of 100 gigawatts of inference compute, which I think we should use. Why not?” he says.
We asked some experts. They’re skeptical.
HW4 will be “five times” more powerful than HW3. And then HW5, which will go into the company’s Optimus robots, will come out 18 months after HW4.
I’m old enough to remember when Elon Musk said that Tesla vehicles had all the hardware they needed for full self-driving.
There were only two covered mystery vehicles during last year’s Master Plan Part Three event. Now we have three. One’s definitely the robotaxi. The other could be the forthcoming revamped Roadster. What about the third? The long-awaited more affordable Model 2?
We’re getting the greatest hits: Cybertruck, Model Y best-selling car globally, and Tesla Semi. Musk said last week he approved volume production plans for the Semi, which has been stuck in low-volume mode since 2022. So that’s news.
That’s Musk’s recommendation for clearing up the question of the Cybertruck’s cool factor. (I would ask my own kids, but they’re too busy blasting Skibidi Toilet non-stop.)
In light of defeated proposals to get Tesla to be more transparent about its carbon emissions, Musk puts up this slide that shows the company is producing less pollution.
Now he’s touting Tesla’s Optimus humanoid robot, which the company claims is already performing tasks at Tesla’s factory. “I think the ratio of robots-to-humans will probably be at least two to one,” he said, predicting there will be eventually 10-30 billion humanoid robots.
Musk recalls an anecdote about his brother giving him the wrong time to catch the school bus, to ensure he catches the bus, as a way to illustrate his trouble with deadlines. He has consistently promised self-driving cars, but has yet to deliver. But this time is different, he claims. “I deliver in the end. That’s important.”
“It will be like an Airbnb thing. You can add or subtract your car to the fleet whenever you want. So you can say, like, I’m going away for a week at just one tap on your Tesla app, your car gets added to the fleet and it just makes money for you while you’re gone.”
The company has previously teased this capability in the Tesla app.
I get the feeling we’re going to get a lot of statements like this. He starts out talking about energy storage, sustainability, and then shifts to autonomy. He repeats his claim that most people don’t understand what Tesla is working on. And he adds a dig at people who live in New York who don’t drive cars. As a transit rider, I’ll try to keep my opinions to myself.
