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🚨INSIDE CORTEX: Tesla massive AI supercluster at its HQ in Austin. Cortex is designed to solve real-world AI, powering projects like FSD, Optimus, and beyond.

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Muskonomy

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There is a reason why $TSLA is building a 750,000+ sq ft cortex 2 super computer at Giga Texas, it’s because of AUTONOMY. The Robotaxi and Optimus robot will both need neural networks to work and massive training data is needed to run those two businesses efficiently and effectively. Tesla will have superior compute power and data compared with its peers. These investments in compute power will pay DIVIDENDS in the near future. Many people still aren’t aware that Tesla is building Cortex. This is ALPHA.
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Another flyover of a major construction project at Giga Texas, this one Cortex 2.0 where AI training for the Optimus Robot (and possibly some FSD training) is taking lace. The plant is still partially operational with about half of the Megapacks & cooling systems installed while the second half is well under way to be completed later this summer/early fall. Once completed, I expect there to be about 260 Megapacks dedicated just for Cortex 2 operation, while there is already another 72 Megapacks in operation for Cortex 1, located on the south end of the main factory,. Cortex 2 is located just south of the new Optimus 10M/yr run rate factory which itself is under construction, so this is a convenient location for both her at Giga Texas!
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It’s not going to be easy competing against Tesla’s Optimus. Just like no one’s been able to match Tesla’s FSD, this will be the same story. Only this time, it’s going to be even harder. Bc Tesla has everything integrated from AI training to hardware to real-world data, and Optimus is powered by the same FSD tech that’s already mastering real-world autonomy. No other company is this vertically integrated, it’s just that Tesla makes it look easy.
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Elon Musk: “In order to solve full self-driving properly, you have to solve real-world AI. The road networks are designed to work with a biological neural net — our brains — and with vision — our eyes. So, in order to make it work with computers, you need to solve real-world AI and vision. We need cameras and silicon neural nets for self-driving to work in a system designed for eyes and biological neural nets. When you put it that way, it’s quite obvious that the only way to solve full self-driving is to solve real-world AI and sophisticated vision.”

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"Tesla is the world leader in real-world AI."
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"Tesla is the world leader in real-world AI."

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Elon Musk: The only way to solve full self-driving properly is to solve real-world AI. ”What are the road networks designed to work with? They're designed to work with a biological neural net, our brains, and with vision, our eyes. And so, in order to make it work with computers, you basically need to solve real-world AI and vision. We need cameras and silicon neural nets in order to have self-driving work for a system that was designed for eyes and biological neural nets. I guess when you put it that way, it's quite obvious that the only way to solve full self-driving is to solve real-world AI and sophisticated vision.” TED Interview, April 14, 2022

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