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Tesla AI Day 2 will feature “hardware demos” and tons of technical details: Elon Musk

Credit: Tesla

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Tesla CEO Elon Musk recently provided a teaser on what will be happening during the company’s AI Day 2 event this Friday. Considering Musk’s recent comments, it appears that AI Day 2 will be filled to the brim with exciting discussions and demos of next-generation tech. 

This is not Tesla’s first AI Day. Last year, the electric vehicle maker held a similar event, outlining the company’s work in artificial intelligence. During the event, Tesla held an extensive discussion on its neural networks, Dojo supercomputer, and humanoid robot, the Tesla Bot (Optimus). Interestingly enough, mainstream coverage of the event later suggested that AI Day was underwhelming or disappointing. 

Tesla seems to be putting in some effort to ensure that AI Day 2 will be received a bit more positively, at least with regards to hardware demos. In a recent interaction on Twitter, Tesla CEO Elon Musk provided a short but exciting teaser for what will transpire in the upcoming event. “There will be lots of technical detail & cool hardware demos,” Musk wrote. 

Musk’s post is quite exciting, especially since Tesla did not really hold any product demos on last year’s AI Day. This seemed to be hinted at in AI Day 2’s invitations, as images of the invite shared online suggested that the event will last from 5 p.m. to 11 p.m. PST on September 30, 2022. That’s a full six hours, and only a portion of it will likely be allotted to presentations. 

What is particularly interesting about Musk’s update was his specific mention of “cool hardware demos.” AI Day 2’s invites heavily featured two upcoming products — the Cybertruck and the Tesla Bot (Optimus) — so it would not be surprising if attendees of the event were allowed to interact with the all-electric pickup truck and the robot. Both the Cybertruck and Optimus, after all, represent Tesla’s next generation of consumer products. 

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As per Musk’s previous statements, the Tesla Cybertruck will be the first vehicle in the EV maker’s lineup that will be equipped with the Hardware 4 computer. Very little is known about Hardware 4 for now, though speculations are high that its details will be discussed in AI Day 2. The Tesla Bot, on the other hand, has been described by Elon Musk as one of the company’s most disruptive creations — one that can be worth more than Tesla’s automotive business. 

That being said, Tesla followers should probably brace themselves for some negative reports following AI Day 2. Events like AI Day 2 tend to be extremely technical, resulting in them being appreciated by Tesla’s target audience and misunderstood by laymen and skeptics. This has happened several times in the past, from Autonomy Day in 2019, to Battery Day in 2020, to the first AI Day event last year. These events were positively received by individuals with technical know-how, but they were widely panned in mainstream media. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla looks to expand Robotaxi geofence once again with testing in new area

It looks as if Tesla is preparing for its next expansion of the geofence, potentially moving toward a much larger service area that could eclipse 150 square miles.

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Credit: Joe Tegtmeyer | X

Tesla looks to be preparing for the potential expansion of the Robotaxi geofence once again, as the company was spotted testing the suite in an area well outside of the Austin service area.

After it first launched the Robotaxi platform on June 22, Tesla has managed to expand its geofence twice, essentially doubling the travel area both times.

The most recent expansion took the size of the geofence from 42 square miles to about 80 square miles, bringing new neighborhoods and regions of the city into the realm of where the driverless vehicles could take passengers.

However, it looks as if Tesla is preparing for its next expansion of the geofence, potentially moving toward a much larger service area that could eclipse 150 square miles.

Over the weekend, one fan noticed a Robotaxi validation vehicle testing in Bee Cave, Texas, which is roughly 25 minutes from the edge of the current geofence:

Tesla has been testing vehicles in the western suburbs of Austin for some time, and it seems the company is laying some groundwork to push its geofence expansion into Plaid Mode as competition with Waymo continues to be at the forefront of the conversation.

Waymo has been expanding with Tesla for some time, as the pace of expansion for the two companies has been relatively accelerated for the past couple of months.

Tesla’s expansions of the geofence sent a clear message to competitors and doubters, but it is still aiming to keep things safe and not push the envelope too quickly.

The geofence expansion is impressive, but Tesla is also focusing on expanding its vehicle fleet in both Austin and the Bay Area, where it launched a ride-hailing service in July.

Tesla Bay Area autonomous fleet to grow to over 100 units: Elon Musk

Still, safety is the priority at the current time.

“We are being very cautious. We do not want to take any chances, so we are going to go cautiously. But the service areas and the number of vehicles in operation will increase at a hyper-exponential rate,” CEO Elon Musk said during the Q2 Earnings Call.

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Tesla considers making a big move with Model Y pricing as demand is skyrocketing

“Trending toward a need to expedite output even further, which could mean adjusting pricing upward in the coming days. Trying hard not to, will see.”

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Credit: Tesla

Tesla is considering making a big move with Model Y pricing as demand is skyrocketing due to the EV tax credit expiring in just over a month.

With the $7,500 EV tax credit set to be removed on September 30, Tesla is experiencing increased demand for its Model 3 and Model Y. Customers are doing whatever they can to take delivery of the car they ordered as soon as possible.

The IRS recently adjusted the EV tax credit’s rules slightly.

Tesla set to win big after IRS adjusts EV tax credit rules

Previously, the vehicle had to be delivered by September 30, but a slight tweak the agency made last week will now allow customers to enter a legally binding contract along with a marginal down payment by that date. The delivery can occur after September 30, and the car can still qualify for the credit.

However, demand is getting so crazy for the Model Y that Tesla is considering a price increase on the all-electric crossover, as well as a potential boost in production output to keep up with orders.

Inventory is dwindling in several markets across the United States, a good sign for the company, as it could have one of its best quarters in recent history in terms of deliveries.

However, Tesla is thinking of bumping the price slightly, Raj Jegannathan, the company’s VP of IT, AI Infrastructure, Apps, Infosec, and Vehicle Service Operations, said on X:

The price adjustment would come as a response to increasing production output, Jegannathan’s response seems to indicate.

The bump would help Tesla’s margins, but the idea that the company could adjust pricing by increasing it would not be popular with potential car buyers. It might encourage some buyers to put their orders in sooner, hoping to avoid a new, higher price.

However, it could also steer some buyers away from putting an order in on a vehicle, especially if the price increase is more than a few hundred dollars.

Tesla boosted the price of the Model S, Model X, and Cybertruck recently, but brought in a “Luxe Package” to help justify it.

It comes with Free Full Self-Driving, Free lifetime Supercharging, four years of premium service, and lifetime Premium Connectivity.

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Tesla produces 100,000th new Model Y in Giga Berlin

The milestone was announced on X.

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Credit: Tesla Manufacturing/X

Tesla has produced its 100,000th new Model Y at Gigafactory Berlin. The milestone was announced by the electric vehicle maker through its official Tesla Manufacturing account on social media platform X. 

New Tesla Model Y milestone

The milestone was announced by Tesla on X, when the company wrote “Today, we built the 100,000th New Model Y at Giga Berlin!” The announcement was accompanied by an image of a new Model Y coming off the line.

The milestone was received warmly by members of the Tesla community, many of whom expressed excitement at the further progress of the new Model Y program at Giga Berlin. The facility, after all, only produces Model Y units, which would make it the perfect site to produce new variants like the Model Y Performance and possibly even the Model Y L, which was recently launched in China. 

New Model Y ramp

As noted in a previous report from electrive, the initial production of the new Model Y started in Giga Berlin around mid-January 2025. Since the new Model Y involved a changeover from the legacy Y to the new variant, the ramp of the new Model Y’s production at the Germany-based facility was likely a gradual process over the past months. 

It would then be no surprise if the next 100,000 new Model Y units would be produced in Giga Berlin in a shorter period. Giga Berlin could become an even bigger factor in Tesla’s global sales, after all, especially if it becomes the site that produces the Model Y Performance and the Model Y L for Europe and other territories. Giga Berlin, if any, seems to be quite busy recently, with aerial videos of the facility showing a fleet of mysteriously covered Model Y units being stored within the complex.

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