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Category: Elon Musk

Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

Questions to inspire discussion.

🧠 Q: What improvements does Tesla’s AI5 chip offer over AI4? A: AI5 provides a 40x improvement in silicon, addressing core limitations of AI4, with 8x more compute, 9x more memory, 5x more memory bandwidth, and the ability to easily handle mixed precision models.

đŸ“± Q: How will Starlink-enabled smartphones revolutionize connectivity? A: Starlink-enabled smartphones will allow direct high bandwidth connectivity from satellites to phones, requiring hardware changes in phones and collaboration between satellite providers and handset makers.

🌐 Q: What is Elon Musk’s vision for Starlink as a global carrier? A: Musk envisions Starlink as a global carrier working worldwide, offering users a comprehensive solution for high bandwidth at home and direct to cell through one direct deal.

🚀 Q: What are the expected capabilities of SpaceX’s Starship? A: Starship is projected to demonstrate full reusability next year, carrying over 100 tons to orbit, being five times bigger than Falcon Heavy, and capable of catching both the booster and ship.

AI and Compute.

Continue reading “Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding” | >

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.

Continue reading “Elon’s Cryptic Post Sparks Big Questions” | >

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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Elon Musk’s XAI Files SHOCKING Lawsuit: Engineer Stole AI Secrets for OpenAI

Elon Musk’s XAI has filed a lawsuit against a former engineer for allegedly stealing AI secrets worth hundreds of millions of dollars to benefit OpenAI, highlighting the intense competition and corporate espionage in the AI industry Questions to inspire discussion AI Security and Corporate Espionage 🔒 Q: How did the XA.

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” | >

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