Solving The Money Problem
Category: Elon Musk – Page 5
Tesla Robotaxi Already a Monster Hit
Questions to inspire discussion.
Autonomous Driving Development.
đ Q: What version of the Robotaxi software is Tesla currently working on? A: Teslaâs autonomy team is focused on version 14, which will be merged with the public release for consumer vehicles.
đŁïž 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.
đ Q: Are Teslaâs 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.
Elonâs Tesla AI Update (everything hinges on this)
Elon Muskâs future success with Tesla, potentially leading to a valuation of $8.5 trillion, is contingent upon the companyâs advancements in AI chip development and deployment of autonomous vehicles and robots.
Questions to inspire discussion.
Teslaâs AI Chip Development.
đ„ïž Q: What is Teslaâs 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.
Elonâs Cryptic Post Sparks Big Questions
Questions to inspire discussion.
đ 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.
đ» Q: What are Samsungâs plans for chip production in Texas? A: Samsungâs new Texas chip plant will produce 2nm chips with 16,000 wafers/month by the end of 2024, boosted by a $16B Tesla deal.
đ§ Q: How will the Samsung-Tesla deal impact Teslaâs chip supply? A: The deal will significantly boost Teslaâs chip supply, producing 17,000 wafers per month of 2 nanometer chips reserved solely for Tesla.
AI Infrastructure and Applications.
Elon Musk Pushes Tesla Forward
Questions to inspire discussion.
đ· 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.
đ§ Q: How does Teslaâs 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.
đ» 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.
Elon Muskâs XAI Files SHOCKING Lawsuit: Engineer Stole AI Secrets for OpenAI
Elon Muskâs 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 đ Q: How did the XA.
EBITDA vs Milestones: The Real Unlocks in Elonâs 2025 Comp Plan
Questions to inspire discussion.
đ€ Q: How will Teslaâs 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.
đ Q: What is Teslaâs 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 1â2 years after launch.
đ 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.
đ° Q: What are the market cap milestones in Teslaâs compensation plan? A: The plan requires reaching a $2 trillion market cap initially, with subsequent milestones up to $8.5 trillion, requiring sequential achievement.
Tesla Board Announces Elon Musk $1T Pay To Make TESLA $8.5T
Questions to inspire discussion.
đŒ Q: How could Elon Muskâs ownership stake in Tesla change with this package? A: Muskâs 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.
đ 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.
Teslaâs Growth and Profitability Targets.
đ Q: What is Teslaâs 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 Teslaâs potential value could reach $15â16 trillion.
đ 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 5â10 year timeframe.
AI Insiders Reveal Elon Muskâs Master Plan to Win AI w/ AWG & Dave Blundin
Peter H. Diamandis
Tesla Is Planning Something Massive
Questions to inspire discussion.
đïž Q: When will more details about Teslaâs master plan part 4 be revealed? A: Elon Musk will add specifics to the master plan part 4 at the upcoming annual shareholder meeting on November 6th, including key milestones for achieving sustainable abundance.
AI and Manufacturing.
đ§ Q: What is Elon Muskâs focus regarding AI development? A: Musk is prioritizing the development of AI compute capacity and deep learning models, as evidenced by his focus on XAI and Grock 5, to drive innovation in Teslaâs products and services.
đ Q: How does Tesla plan to improve its manufacturing processes? A: Tesla aims to create a custom AI solution using Grock agents to develop a cybernetic organism capable of manufacturing humanoids more efficiently than current Tesla methods.
đ€ Q: What is the potential timeline for Grock 5 to achieve AGI? A: Elon Musk believes Grock 5 has a chance to become AGI (Artificial General Intelligence) by next year, potentially allowing Tesla to achieve supremacy in manufacturing through superior AI.