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Tesla's Dan Priestley has revealed more information abbot the redesigned Tesla Semi: • Now uses fully electric steering assist (vs hydraulic before) • Uses beefed up Cybertruck actuators • 48 volt architecture • 4680 cells, designed to last 1M miles via Jay Leno's Garage

273,419 次观看 • 6 个月前 •via X (Twitter)

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Woah… the Tesla Semi is no joke. Tesla has engineered what might be the best Class 8 truck in the world. Straight from Jay Leno’s Garage review of the production model, here are the key stats: • 500-mile Long Range and 325-mile Standard Range options — both tested fully loaded at max payload (82,000 lbs gross combination weight) • 1.2 MW Megacharging recovers ~300 miles (~60% of the battery) in just 30 minutes — perfect timing for mandatory driver breaks • Aerodynamic drag coefficient of ~0.4 (7% improvement), thanks to the bullet-shaped cab and center-driver seating • Million-mile durable battery using the same advanced cells as the Cybertruck • Operating costs up to 50% lower than diesel in California and nearly 20% cheaper per mile nationwide — energy, maintenance, no oil changes • Jay Leno hauling 60-70k lbs GVW: “I don’t even feel like I’m pulling anything…” • Real-world fleet: over 13.5 million miles logged, with one truck approaching 440,000 miles at 95% uptime • ~1,000 lbs lighter overall + 2,000 lb EV weight exemption = true payload parity with diesel trucks • Insanely strong regenerative braking — descends steep grades at highway speed with almost zero service brake use • Proven in Alaska winters with efficient heat pump and minimal range loss • Turning radius like a Model 3/Y despite being a full-size Class 8 truck • New dedicated Semi factory near Giga Nevada is ramping high-volume production this year (tens of thousands annually) with strong fleet demand already locked in If I were running a logistics business, the Tesla Semi would be a no-brainer. Lower total cost of ownership, superior performance, zero tailpipe emissions, and a clear path to autonomy. Diesel’s days are numbered. 🚛⚡ Dan Priestley Tesla Semi Elon Musk

Tesla Owners Silicon Valley

18,125 次观看 • 6 个月前

Mercedes has fully unveiled the new all-electric C-Class. • Range: Up to 350 miles (expected EPA) • 94 kWh battery • Peak charging speed: 330kW. Up to 200 miles added in 10 mins • 800v • 0–60 mph: 3.9s • 482 hp • 39.1" pillar-to-pillar screen with >1,000 LED zones • Illuminated grille with ~1,050 light points • Seats with massage, ventilation, and 4D sound • Multi-source heat pump for improved efficiency and thermal comfort (uses ~50% less energy vs ICE heating) • Panoramic roof with 162 illuminated “stars” and dimmable glass • 4.5° rear-axle steering (turning circle ~36.7 ft) • Air suspension with predictive damping using Car-to-X and map data • Google-based navigation with "Electric Intelligence" and AR head-up display Over-the-air updates for full vehicle software via MB.OS • Up to 300 kW regenerative braking (one-box braking system) • Dual-motor 4MATIC system with disconnect unit for efficiency (reduces front axle losses up to 90%) • Rear motor: permanently excited synchronous motor (PSM), ~93% efficiency • Two-speed transmission (11:1 first gear, 5:1 second gear) for performance and efficiency • Drag coefficient starting at ~0.22 • Trunk capacity: ~16.6 cu ft + additional frunk storage • Advanced driver assistance:, DISTRONIC, optional ASSIST/ASSIST PRO • Future “CITY PRO” automated urban driving feature • Burmester 3D/4D surround sound with seat-integrated transducers • Headlights with micro-LED (up to 50% more efficient) U.S. deliveries start in the first half of 2027. Pricing announced later. More photos of the car in the thread below:

Sawyer Merritt

304,776 次观看 • 5 个月前

$TSLA reached an All-Time High closing price of $409.97 on November 4th, 2021, with a Market Cap of 1.2 Trillion. Since that day, Tesla has accomplished: • Producing 6M+ vehicles. • Record 30.7B cash on hand. • Record production and deliveries in 2023 exceeding 1.81M vehicles. • Record 96.8B in Revenue (2023) vs. 53.8B (2021) • Non-automotive gross profit hit a record $900 million in Q2 2024. • 1.6B miles driven on FSD. • Model Y became the bestselling global vehicle with over 1.2 million units delivered. • Cybertruck is the best selling EV truck, with current production of 1,400/week. • Cybertruck profitably by the end of 2024. • MASSIVE Advancements in AI technology, including Tesla's hardware developments and the Dojo training systems. • AI training compute capacity to hit nearly 90,000 H100 equivalent GPUs by the end of the year. Currently 35,000. • Record energy deployment of 9.4GWh in Q2 2024, 157% YoY growth. Tesla Energy is growing at an unprecedented pace. • Shanghai Megapack factory construction is underway and expected to begin cell production in Q1 2025. • Optimus Gen 2 performing tasks inside the factory. • S3XY ranked most American made cars • Expanding sales to more countries • 400,000 + FSD Users. • FSD Beta v12.5 with end to end architecture. • FSD V12 free trial - first time ever. • Next-Gen platform, with production expected to begin at Giga Texas in 2025 utilizing the unboxed method. • Model 3 Refresh successfully launched worldwide. • Tesla Semi production & deliveries. • Broken ground on Giga Nevada Semi factory. • Advertisements are underway. • Next-Gen Roadster production planned for 2025. • 50M+ 4680 cells produced • Texas Lithium Refinery construction is underway and expected to begin production in 2025. • Validation testing for dry cathode 4680 cells. • 600,000+ Powerwalls installed worldwide • SAE J3400 becomes NACS • 6,000 Supercharging stations & 60K Superchargers • Global Supercharging network opened to ALL EV’s. • V4 Superchargers. Today, Tesla has a Market Cap of 716B. IMO the company is being way undervalued when accessing its recent accomplishments, and immense future potential due to its lead in real world AI and Robotics.

Nic Cruz Patane

111,451 次观看 • 2 年前

Mercedes has announced final pricing for their new all-electric C-Class. • Starting price: €68,000 ($79,900 USD) • Range: Up to 350 miles (expected EPA) • 94 kWh battery • Peak charging speed: 330kW. Up to 200 miles added in 10 mins • 800v • 0–60 mph: 3.9s • 482 hp • 39.1" pillar-to-pillar screen with >1,000 LED zones • Illuminated grille with ~1,050 light points • Seats with massage, ventilation, and 4D sound • Multi-source heat pump for improved efficiency and thermal comfort (uses ~50% less energy vs ICE heating) • Panoramic roof with 162 illuminated “stars” and dimmable glass • 4.5° rear-axle steering (turning circle ~36.7 ft) • Air suspension with predictive damping using Car-to-X and map data • Google-based navigation with "Electric Intelligence" and AR head-up display Over-the-air updates for full vehicle software via MB.OS • Up to 300 kW regenerative braking (one-box braking system) • Dual-motor 4MATIC system with disconnect unit for efficiency (reduces front axle losses up to 90%) • Rear motor: permanently excited synchronous motor (PSM), ~93% efficiency • Two-speed transmission (11:1 first gear, 5:1 second gear) for performance and efficiency • Drag coefficient starting at ~0.22 • Trunk capacity: ~16.6 cu ft + additional frunk storage • Advanced driver assistance:, DISTRONIC, optional ASSIST/ASSIST PRO • Future “CITY PRO” automated urban driving feature • Burmester 3D/4D surround sound with seat-integrated transducers U.S. deliveries start in the first half of 2027.

Sawyer Merritt

240,912 次观看 • 4 个月前

Everything Lars Moravy, Tesla's VP of Engineering, said about Optimus in the latest interview on Herbert's channel: On the transition of Fremont's Model S/X lines to Optimus: - Space has been cleared out - Our first line has landed (in Fremont) from our automation groups in the Midwest and Germany, and we've started to install it - Machines are going through the last stages of FAT (field acceptance testing) - The first line is quite modular, so bring-up can be quick - A line takes 2-3 days to install and a week to get going - After proving out the first sub-line, we have 40 more to go - Sub-lines are for different components like actuators, torso, battery, limbs, etc. - Multiple factors go into 'make-vs-buy' decisions: does a supplier know how to do it, do we keep the IP in-house, is the investment significant, is the risk of change high Do car manufacturing strengths pass to Optimus? - Tesla has learned the hard parts of scaling from cars and batteries: parts flow in/out of the factory building, multiple levels of supply chain, multi-sourcing, crisis management - Optimus benefits from that foundation. The lines are designed by the same experienced people who have learned the importance of precision and repeatability, and OEE and uptime - The BOM cost of a car is more than a robot (Optimus) - Tesla has the trifecta: scale manufacturing, electric motor design, and real-world AI - Optimus is more like a car than a consumer electronics device, because of its high functional safety and multi-axis dimensions The humanoid form factor: - The form has to feel like it belongs in our space - It's important to start with C-3PO (a humanoid from), then we'll see expansion into other forms like R2-D2

The Humanoid Hub

66,245 次观看 • 3 个月前

NEWS: Volvo has officially unveiled their all-electric EX60. • Starting price: ~$60,000 • 400 mile range (EPA) • 400kW peak charging speed. 173 miles added in 10 mins • Native NACS charging port • First Volvo to that uses Mega casting (giga casting) • Structural battery pack • 800v architecture • 0-60mph as low as 3.8s • 0.26 drag coefficient • Bi-directional charging (22kW max power) • Forest Light projection feature casts dappled light across the cabin, like sunlight filtering through trees. • Air suspension • 28-speaker Bowers & Wilkins audio system. Dolby Atmos • Largest frunk of any Volvo • Heated booster seats in rear. Heated, cooled and messaging seats in the front. • Electrochromic panoramic roof • First Volvo with Google Gemini assistant, which is "deeply integrated into the car" • Most responsive user experience in any Volvo car to date. No-lag infotainment system, screens respond quickly, maps load instantly, voice assistants understand passengers better • Regular over-the-air updates • The trunk has a maximum cargo volume of up to 64.3 cubic feet with the seats folded • Lowest carbon footprint for a fully electric Volvo car, matching that of the smaller EX30 • Driver assist features, but can't self-drive • EX60 Cross Country model • First deliveries in Summer 2026 in the US More photos of the exterior, interior, frunk and the forest lights projection feature in the thread below:

Sawyer Merritt

360,509 次观看 • 8 个月前

The Cybercab is aiming to produce 2 million units per year. Let this sink in. Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one. This is Elon and Tesla going ALL-IN on autonomy. Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software. Elon put it best on the Q3 2024 earnings call: “It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.” That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab. Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale. That’s how you make 2 million Cybercabs per year possible. FYI, this is not going to be easy though. Elon has been brutally honest about production for many years: • “Prototypes are easy, production is hard.” • “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.” • “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.” He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏: “Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.” This is the key thing most people miss about Tesla manufacturing. Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard. Tesla already proved they can do this. They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume. Elon summed it up perfectly in 2024: “Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.” That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups. The Cybercab is aiming to be: 1/ Under $30,000 price 2/ ~$0.20 per mile operating cost 3/ 200+ mile range 4/ Up to 5x utilization vs personal cars 5/ Designed to run nearly nonstop 24/7 This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product. I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology. I get it now.

Teslaconomics

31,985 次观看 • 8 个月前

If insurance companies don’t adapt to Tesla FSD, they’re going to have a real problem. In 2024 at the Berkshire Hathaway shareholder meeting, Warren Buffett got asked, “Assuming Elon delivers on his fully autonomous driving goal. Elon said, if you’ve got at scale, a statistically significant amount of data that shows conclusively that the autonomous car has half the accident rate of a human driven car, I think that’s difficult to ignore. Assuming Elon succeeds in reducing accidents by 50% vs human drivers, wouldn’t auto insurance rates fall to reflect the reduced underwriting risks, thereby adversely impacting Geico’s revenues and float and perhaps margins, too?” His main response was, “Well, let’s just take the extreme example. Let’s say there are only going to be 3 accidents in the U.S. next year for some crazy reason… anything that reduces accidents is going to reduce costs… If accidents get reduced 50%, it’s going to be good for society and it’s going to be bad for insurance companies’ volume… but good for society is what we’re looking for.” I’ve followed Tesla closely for years and now the proof is impossible to ignore. Profiting from insurance is built on risk and FSD is systematically removing it. FSD has now crossed the data threshold that insurers can’t ignore. By 2026, Tesla FSD has logged over 10B+ real world miles from real human behavior, real streets, real weather, real chaos, and it’s materially more data than ANY company in the world has today. Tesla’s own safety reports show it clearly: • Human driven U.S. average: ~1M miles per accident • Tesla Autopilot: ~4.5M miles per accident • Tesla FSD engaged: ~7.5M miles per accident That’s a 7.5x safety improvement over human driving! If the risk is 7.5x lower, and your premiums you’re charging customers don’t change, something is wrong. Insurance pricing is supposed to reflect this risk. This is why today’s Lemonade announcement is a wake up call to insurance providers. When Lemonade announced it’s offering a 50% insurance discount when FSD is steering, they’re reacting to Tesla FSD data. Fewer crashes results in fewer payouts, period. This is what adaptive insurance looks like and thus why Tesla & Lemonade insurance has an advantage. They are adapting to real FSD data and real time risk, and adjusting the prices. All while traditional insurance companies are still using broad historical averages, falling behind and losing customers. Companies like GEICO, State Farm, and Allstate were built for a world where humans are driving, risk is random, and prices update slowly. I believe this era of insurance is ending. Even Warren admitted it in this video, saying cutting accidents in half is great for society, but BAD for insurance volume. Bc less risk means lower premiums and lower premiums mean less float and less float is the core of traditional insurance profits! If FSD adoption hits even 50% of Tesla’s fleet, I bet accident rates could drop 30-50% industry wide. That alone puts massive pressure on a ~$300B U.S. auto insurance market today. This is also why I believe Tesla insurance has a MAJOR advantage. Your premium is solely based on data. It uses real time vehicle telemetry, scores you based on actual driving behavior, and rewards your FSD usage directly and right away. In places like California, Tesla Insurance premiums for FSD users are already 20-30% cheaper than competitors. In some cases, safe drivers see up to 60% discounts. And in Texas, claims for FSD users are 40% lower than non-FSD drivers. The long term outcome is becoming obvious to me. Insurance companies that DO NOT adapt prices dynamically, use real time data, and recognize FSD’s safety advantage will most likely lose their best customers to companies that do. For Tesla owners, this is great news bc safer driving, esp using FSD will result in cheaper insurance, but for legacy insurers, this is an existential moment. You either adapt or risk getting left behind.

Teslaconomics

141,052 次观看 • 8 个月前

"Please fix Markdown tables!" Okay: text-only, wrapping, columnar selection, proper border conjunctions, fill full width, in opencode beta now. "What took so long?" Here's a writeup: OpenTUI uses yoga layout and has elements called Renderables. Boxes with borders, plain text, code with tree-sitter backed highlighting and other primitives. Organised in a tree structure resembling somewhat of a DOM. Approaching a table naively, given the primitives are there, one would think to just stack box and text elements the right way in a flex-box layout to visually represent a table. Boxes support borders. Problem solved. This is what an LLM would one-shot in a working state, given OpenTUI's API surface. Ignoring the fact that just using box local borders don't handle border conjunctions properly. Benchmarking something like that quickly shows that instantiating an average table takes >70ms and incremental updates become expensive. Hugely due to yoga-layout via wasm having a painful price on yoga API calls. The whole ordeal becomes memory hungry, because a Text element handles more than just plain text. A simple 4x6 table needs a Box and Text per cell, ending up with 48 heavy nodes that yoga must lay out. "But that's just OpenTUI being slow" - you might say. Yes, but no. Yoga should be integrated in the zig native binary core of OpenTUI. It is on the roadmap to do so, which will speed up render passes by 2-5x. Yoga-layout has an open PR to support CSS Grids, which would greatly ease building something like a table. We will use that for fully laid out tables when it gets there. Below the typescript core level Renderables, there are lower level primitives like TextBuffers and TextBufferViews, bound via FFI and completely handled in Zig. I was stuck expecting a table primitive to handle a full layout like a table in the browser does. For Markdown all we need is a text-only table. So we had to come up with a better idea, something that is feasible now. A table layout is pretty straight forward. No need to have yoga deal with that. Using TextBufferViews for cells directly gives lower level control and eliminates some overhead that Boxes and Text renderables have. A simple native method to draw a grid with proper conjunctions is a nice library method. It will surely be used for other cases, so that's what we added. Using this simplified approach we were able to bring down initial instantiation to <1ms, more than 70x improvement. With a far smaller memory footprint. Given all the low level primitives are known and implementing a text-only table like this is possible, Codex was of great help to carve out the PoC, setup the benchmarks and tests. That's only a fraction of what was needed though. The table needs options to span the full available width, render different border styles, show/hide borders, padding, selection etc. So many iterations later OpenTUI now has a text-only, performant and relatively cheap TextTable that we can leverage to render Markdown tables in a streaming/incremental manner. Efficiently and properly.

kmdr

208,680 次观看 • 7 个月前

Genesis (owned by Hyundai) has just officially unveiled its new all-electric three-row flagship SUV for the U.S., the GV90, and it has some wild features. • Range: Up to 310 miles • 123 kWh battery • Peak charging speed: 350kW • Radiant floor heating • World’s first independently opening/closing hidden B-pillar coach-door system. • Front and rear doors can open toward each other simultaneously, creating a large pillarless opening. • New dual-motion rear-door hinge first moves the door outward and then rotates it open. • World’s first Roof Airbag, designed to deploy across the entire glass roof during severe rollovers to reduce occupant ejection and roof-contact injuries. • Battery slider structure redirects components such as the motor and subframe underneath the battery during a frontal collision. • Multi-Chamber Air Suspension with adjustable air-spring stiffness and adaptive ride height. • Active Rear Wheel Steering turns the rear wheels by up to 5 degrees • 208 inches long • Genesis says the pillarless structure achieves crash-safety performance equivalent to vehicles with conventional B-pillars. • When parked, the front seats can rotate 180 degrees at the press of a button, creating a face-to-face lounge configuration. • Wireless Battery Management System reduces wiring and improves battery packaging efficiency. • New Power Control System eliminates the traditional start/stop button - first Hyundai Motor Group vehicle with the system. • Pop-up 23.6" OLED Cinematic Display. When parked, the screen can rise 90 mm and expand into a 24.6-inch display. • 25-inch Head-Up Display replaces a conventional dedicated instrument cluster and displays speed, navigation and ADAS information. • Memory Reversing Assist (MRA) remembers the vehicle’s path and can automatically guide it backward out of narrow alleys or parking areas. • Bang & Olufsen Premier 3D audio system. 25 speakers. Dolby Atmos support. • Premium leather seats feature 15 individual air cells. Seats include a pulse-vibration massage system. • Metal-coated heated windshield, a Hyundai Motor Group first, can directly heat the glass to clear frost and condensation without relying solely on cabin climate control. • Radiant heating built into first- and second-row console armrests, side panels and door trims. • GV90 Neolun Executive Suite available in a 4-seat configuration. Executive Suite second row features a real wood veneer floor. Comfort Partition separates the second-row passenger compartment from the cargo area to reduce luggage-compartment noise. • Smart Vision Roof using PDLC smart-glass technology. Roof transparency can be independently controlled across six zones. • Built-in refrigerator • High-expansion soundproofing fillers are injected into structural cavities to reduce noise and vibration. Additional reinforced sound-absorbing materials throughout the cabin. • Material choices include natural wood, genuine stone and wool cashmere. • 10–80% charge in ~22 mins • 657 hp • Can configure a 4 seat or 7 seat interior This is not a concept car. This is the production design. Pricing will be announced later. Deliveries start next year. More photos in the thread below:

Sawyer Merritt

1,748,414 次观看 • 1 个月前

Xiaomi SU7 Ultra, with 1548 horsepower, as a true production vehicle, recorded a 7:04.957 Nürburgring lap time in June 2025, breaking the previous records held by Rimac Nevera (7:05.298) and Porsche Taycan Turbo GT (7:07.55). In a run against our BMW i4 M50, the SU7 made it feel as if we were driving a broken B58 in an M2. But stepping back before the final driving impression — our inspection of the vehicle brutally impressed us. Unlike mainstream media that focuses on panel gaps, leather on the gear selector, and other superficial “cup holder review” topics, we went a bit deeper under the surface. The first – and essentially the only serious downside – is that the car has SGW (Secure Gateway), meaning the OBD diagnostic port is locked. By searching for the powertrain CAN bus somewhere along the wiring harness, we were able to manually access the PT network, bypass the SGW, sniff the network and capture packets. The battery system is Qilin 2, with a CATL-derived BMS stack with only minor modifications (similar approach as seen in Xpeng and NIO). On the powertrain side, the CAN network looks very similar to a UAES/Bosch architecture (0x1A0–0x1AF). The official diagnostic tool costs around €10,000, but we are already developing our own tool so we can support this rocket within our service ecosystem. The BMS is an 800V system with 214 NMC prismatic cells in series, forming a 93.7 kWh battery pack tailored for high performance. The car offers up to 630 km (391 miles) CLTC range. It supports 800V fast charging, capable of 10–80% in just 11 minutes (5.2C rate). The pack supports 16C discharge, while the battery mass is 638 kg. The vehicle comes fully in track-focused configuration: massive ceramic brake discs, pads, calipers, wheels, and tires. Unlike the Model S Plaid, this car can take repeated track abuse for 6–7 hours continuously. The rear motor is a dual-unit setup with torque vectoring, which works brutally well but requires proper understanding of the system and tuning in Track Mode. The operating system is HyperOS, very similar to Tesla’s system — perhaps even more detailed in some aspects. Interior quality is excellent, driving characteristics are outstanding, and the overall ride comfort is surprisingly well balanced. The seats are actually more comfortable than those in the BMW i4. Now for the most interesting part. When disassembling interior plastics and cosmetic components, we discovered a surprisingly strong similarity to Tesla Model 3 / Model S next-generation chassis design. The front shock tower, shotgun rails, front HVAC carrier, even the rear seat clips — underneath, the battery penthouse layout, wiring routing, reinforcements, and cable positioning look extremely familiar. The vehicle weighs 2360 kg, while the full-carbon prototype series reportedly weighs around 1900 kg. impression? The overall quality of the vehicle is impressive for a company building its first electric car, especially considering it already broke every major performance record. A similar precedent happened once before — when Tesla introduced the Model S. The SU7 Ultra “democratizes” 1550 horsepower for under €100,000 — performance that is now literally accessible to everyone. Some street racing veterans spend over €250,000 on forged internals, turbo systems, and tuning just to reach similar numbers. Conclusion? This car doesn’t just challenge the German automotive industry — in this segment, it completely dominates it and practically euthanizes it. Every major component on this vehicle has been internally developed and manufactured in China, and pushed very close to perfection. The only thing we still don’t know is how repairable and serviceable the vehicle will be long-term — and only mileage and time will answer that question. Would we have one? Yes! We have already ordered one and started building the import and homologation network. Among our previous favorites — Tesla and BMW — this one is now clearly #1.

EV Clinic

22,172 次观看 • 6 个月前

I've never heard Elon Musk be so bullish on Tesla ⚡️ here's my video analysis of the $TSLA Q4 2024 earnings call: -Robotaxi launch in Austin, June 2025 -California & other states launch robotaxi late 2025 -Cybercab in 2026 -Optimus V1 in 2025, 1K/month production line -Optimus V2 in 2026, 10K/month production line -2026 good year for Tesla, 2027/28 insanely good & more!! Timestamps- 0:00 Intro 0:44 Elon Opening Remarks 13:29 SAY Retail Questions 22:37 Analyst Questions 25:04 Gali Final Thoughts/Rant also here are my notes I typed during the conference call if you're interested! (may be errors) Tesla Q4 2024 Earnings Call Notes INTRO- ELON OPENING REMARKS -Q4 set record, delivered cars at rate of almost 2M cars/year -Model Y best-selling vehicle of any kind on earth (elon focused and talking quickly) -10Xing on autonomy, not doubling -many investments made this year that will bear immense fruit in the future, for AI -see a path for Tesla to the worlds most valuable company by far, worth more than the next 5 companies combined, difficult but achievable path -overwhelmingly due to autonomous vehicles and autonomous robots -setting up for an epic 2026, and ridiculously good 2027 and 2028 -meeting FSD now is like meeting a toddler -human intuition is linear, we’re seeing exponential progress -#1 recommendation is try it -typical passenger car has 10 hours of use out of 168, when its autonomous, itll be used for 55 hours a week … can deliver packages in the middle of thenight, or supply restaurants, all hours of the day or night. 5X increase in utility -more on self driving, continued improvements in safety numbers, much safer to use FSD -V14 will be another big step from V13 -launched CORTEX training cluster at Giga Austin, big step for FSD, continue to invest in training needs -Optimus training needs are about 10X what’s needed for the car -cost of training is dropping dramatically over time -Optimus has potential to be north of $10T in revenue, can put a lot training compute into that situation, even pumping $500B into it would be a good deal -future very different from the past, incredible inflection point in human history -proof is in the pudding -launching in June this year in Austin, already have cars moving autonomously in Fremont, thousands of cars per day driving, soon in Austin then elsewhere in the world -toe in the water at first to make sure everything is cool, but we have a general solution for autonomy , then put a few more toes, then a foot. Safety of the general public and those in the car as the top priority -with regard to Optimus, making insane revenue projections that sound insane, i realize that. But i think they will prove to be accurate -several thousand bots made this year, they will be doing useful things by the end of this year, im confidence, production design one at the tesla factories, then will learn for production design two -ramp optimus production faster than anything has ever launched, doesn’t take very many years before we’er making 100M of these things per year , 500% growth per year -tried using all these suppliers to get it to build Optimus, but nothing worked, had to build it internally from first principles, the hand is increibdle -long term Optimus will be the value of the company -back to Energy,/earth, -energy storage is a big deal, becoming more important, enables far greater energy output to the grid than is currently possible. -grid has no storage, designed for peak storage, lots of waste -once you have grid energy storage, the potential of the grid is unlocked, at least double -this will drive demand of battery packs as to as much as we can possibly make -shanghai factory starting operation, starting another factory -cant shoot our selves in the foot, battery capacity can only go into storage or mobility, so always making that tradeoff -demand for total Gigawatt hours for batteries, transportation or stationary will grow in a very big way over time 2025 a pivotal year for tesla, launch of full self driving, biggest year in tesla history, maybe even bigger than first car or model s, 3 or y … probably most important year in tesla’s history I don’t even know who is in 2nd place in real world AI, would need a telescope to see them SAY QUESTIONS -FSD Unsupervised launched in California this year as well -most likely release it in many regions of the US by the end of this year -40K people day everyday no mention, some scrapes a shin with autonomous car its headlines news -need to use insane amounts of caution -discussions about licensing FSD? Yes -best way to know to work with us, bbuy a car and take it apart -only worth very high volume cars/production partners -tesla engineering very focused on getting it to roll out for tesla first -soon will be obvious that if you don’t have FSD you’re dead as an OEM -is Optimus design locked? -Optimus is not design locked, constantly iterating, best robotics engineers in the world, and other ingredients, battery pack, charging, great electronics, great communications, great connectivity, real world AI, then you need to scale that production to real world levels -prototypes are easy production is hard -thijs year close loop with using optimus internally at tesla, would could obviously use a few thousand robots for the most boring annoying tasks at the company -with production version 2, launches sometime next year, would like beginning, might be middle though, -production line will be doing 10K units per month capacity for v2, first line designing is for roughly 1,000 units per month, then next line will be for 100,000 units per month -could start delivering them late next year, will go so fast, will ramp like crazy, demand will not be a problem, even at a high price, once were above 1M units per year, production costs of optimus will be less than $20,000 -if you compare complexity of optimus to complexity of a car, its much less than a car -price of optimus will be set buy market demand -Semi ramping next year, TCO no brainer, like optimus, will be massive demand, will meaningfully contribute to tesla’s revenue at scale -tesla semi with autonomy, is incredibly valuable -we actually have a shortage of truck drivers here in the US -will HW3 owners need a hardware update, got 12.6 which is like a baby v13, have’t given up on it, releases will trail HW4 releases … “honest answer” is were going to have to upgrade for those who have bought full self driving, will be painful and difficult and we’ll get it done “Happy not many people bought FSD” -solar roof, given up on ramping it? -lots of customer interest despite premium, making easier to install, focused on growth through certified installers, many been installing for many years -supply product to the roofing industry -it’s a premium product like S/X -combined with Tesla powerwall you can be self sufficient for several days ANALYST QUETIONS -robotaxis in Austin and several other cities this year, and next year all over america -america innovates, europe regulates, to release FSD in europe, have to go through massive paperwork through netherlands, then presents to EU in may, some big country committee, nothing we can do to make it happen sooner. -can’t do training in china with video training, publicly available videos in china are being run through the tesla system to be used for training, bus lanes are complicated and a big challenge -tesla can keep manufacturing even if geopolitical tensions rise to very high levels -Pierre question on June in Austin, -can i try unsupervised myself, or will it be the Tesla fleet? -it will be the Tesla fleet testing it, that’s the toe in the water, scrutinizing everything -autonomous ride hailing for money in june -probably next year for you to put your car on network -trump removing EV incentives? -all transport will go electric, can’t be stopped, even planes, will be like stopping the steam engine or combustion engine -only thing holding back EVs was range, and thats a solved problem -right now solving battery production, not demand, big battery retooling for model y coming up, short term impact on output

Gali

79,178 次观看 • 1 年前

What happens when there are more agents than eyeballs browsing the internet? How will the economics of the internet be reinvented? Parag Agrawal thinks Shapley values may hold the answer. Parag built Twitter over a decade, eventually becoming CEO and selling the company to Elon. He's spent the last three years building Parallel Web Systems, a search engine built for agents instead of humans. His core argument: 1) human click data is a bug. Agents aren't just a new technology, they're a distinct customer – and the feedback loop that made Google great is the wrong signal for the thing actually doing the work; 2) the ad-funded web assumed scarce human attention. If agents show up instead of eyeballs, the business model underneath the internet has to be rebuilt, or good content stops being published. The conversation covers: — why he shipped a search agent before a search engine, and how that let him grow the index incrementally instead of buying a full web crawl up front — the billion-to-billion matching problem: pull the right 1,000 tokens out of a trillion web pages, and your agent uses under half the tokens — going from a 3-second compute budget to 200 milliseconds — why he doesn't think Parallel is a neo-lab: "our output is a complement to a model" — the Google Cloud deal — on GCP, your grounding options are now Google Search or Parallel Search — reinventing the economics of the internet, Shapley values as a payment rail for publishers, and why the company was originally incorporated as Shapley Inc — why routing 2-10% of inference spend to web data would dwarf every content business outside the walled gardens — the web going from pull to push: "call me if this happens" 00:00 Introduction 03:25 What Is Web Search 05:17 Why Start a New Index 07:52 Search Agents First 10:17 Not a Neolab 13:14 Agents vs Google Search 19:38 Inside the Search Stack 28:59 Search Multipliers With Agents 30:21 Meeting Prep Agent Workflows 31:46 Quality Cost Latency And Turbo 32:42 Are Agents Overtaking Humans 34:28 Ads Model Meets Agent Web 37:20 New Incentives For Content 40:48 Shapley Values Attribution 47:46 Parallel Web And Future Vision Hosted with my very unwilling co-host Andrew Reed and Sequoia Capital

Sonya Huang 🐥

128,785 次观看 • 1 个月前