AI isn’t going to solve the big problem of the industry, which is leadership and vision.

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Tesla’s upcoming robo-taxi milestone of deploying 2,000 vehicles is expected to significantly boost its margins and potentially double or triple its free cash flow, marking a critical point in the company’s expansion and growth ##
## Questions to inspire discussion.
Tesla’s Robo Taxi Strategy.
🚕 Q: What is Tesla’s approach to deploying robo taxis across the US? A: Tesla plans to seed robo taxis across multiple cities nationwide, rather than focusing on a single market, to demonstrate benefits to regional regulators, define drop-off and pickup zones, and establish presence before scaling up.
🏙️ Q: Which cities are part of Tesla’s initial robo taxi expansion plans? A: Tesla’s robo taxi expansion includes Austin, Bay Area, Nevada, Arizona, Florida, and other states, with Austin and Bay Area currently offering invite-only services.
Financial Impact and Pricing.
Elon Musk has revealed Tesla’s new AI chips, AI5 and AI6, which will drive the company’s shift towards AI-powered services, enabling significant advancements in Full Self-Driving capabilities and potentially revolutionizing the self-driving car industry and beyond.
## Questions to inspire discussion.
Tesla’s AI Chip Advancements.
🚀 Q: What are the key features of Tesla’s AI5 and AI6 chips? A: Tesla’s AI5 and AI6 chips are inference-first, designed for high-throughput and efficient processing of AI models on devices like autos, Optimus, and Grok voice agents, being 40x faster than previous models.
💻 Q: How do Tesla’s AI5 and AI6 chips compare to previous models? A: Tesla’s AI5 chip is a 40x improvement over AI4, with 500 TOPS expanding to 5,000 TOPS, enabling excellent performance in full self-driving and Optimus humanoid robots.
🧠 Q: What is the significance of softmax in Tesla’s AI5 chip? A: AI5 is designed to run softmax natively in a few steps, unlike AI4 which relies on CPU and runs softmax in 40 steps in emulation mode.
Hans Nelson
Questions to inspire discussion.
Energy for AI and Infrastructure.
🤖 Q: How does AI development impact energy demands? A: AI development will drive massive demand for electricity, with solar and batteries being the only energy source with an unbounded upper limit to scale and meet these demands.
⛽ Q: Can solar energy support existing infrastructure? A: Solar energy can produce synthetic biofuels and oil and gas through chemical processes, enabling it to power existing infrastructure that runs on traditional fuels.
Expert Predictions.
🚗 Q: What does Elon Musk predict about future energy sources? A: Elon Musk predicts that solar and batteries will dominate the future energy landscape, citing China’s massive investment as a key factor in this prediction.
Questions to inspire discussion.
🧠 Q: How does Tesla’s upcoming AI chip compare to the current one? A: Tesla’s AI5 chip will be 40 times better than the current AI4 chip, which is already capable of achieving self-driving safety at least 2–3 times that of a human.
💰 Q: What is the expected pricing for Tesla’s robotaxi service? A: Tesla’s robotaxi service is projected to cost $2 per mile at launch, which is cheaper than Uber rides in high-cost areas like Seattle.
Impact on Transportation.
🚘 Q: How will robotaxis affect car ownership? A: Robotaxis are expected to become a viable alternative to car ownership, especially when prices reach $1 per mile, making them cheaper than options like airport parking.
💼 Q: How does Tesla’s robotaxi cost compare to competitors? A: Tesla’s robotaxi can be built and deployed for half the cost of competitors like Whim, potentially offering more competitive pricing.