TESLARATI

I didn’t think this would stimulate as much conversation as it did. Most people are okay with waiting 10-15 minutes for 10-20% charge because it gives them a chance to grab food, use the bathroom, etc. Does Supercharging need to be as fast as pumping gas?

I’ll just leave this right here. 🤣

🚨 The NHTSA said it was upgrading a probe into Tesla’s Full Self-Driving (Supervised) platform to an “engineering analysis” It will examine 3.2 million vehicles and aims to determine its effectiveness in evaluating degraded road conditions

Tesla FSD v14.3 is currently in testing and will go for a wide release “in a few weeks,” Elon says v14.3 could be sentient, hoping for big improvements and strides with that version

🚨 Elon says that there is the potential for AI6 to reach the tape-out process, meaning the finalization of the chip’s design, potentially in December of this year. AI5 is expected to be in vehicles later this year.

Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.

🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year