News
Tesla AI Day 2 will feature “hardware demos” and tons of technical details: Elon Musk
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.
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.
News
Tesla China quietly posts Robotaxi-related job listing
Tesla China is currently seeking a Low Voltage Electrical Engineer to work on circuit board design for the company’s autonomous vehicles.
Tesla has posted a new job listing in Shanghai explicitly tied to its Robotaxi program, fueling speculation that the company is preparing to launch its dedicated autonomous ride-hailing service in China.
As noted in the listing, Tesla China is currently seeking a Low Voltage Electrical Engineer to work on circuit board design for the company’s autonomous vehicles.
Robotaxi-specific role
The listing, which was shared on social media platform X by industry watcher @tslaming, suggested that Tesla China is looking to fill the role urgently. The job listing itself specifically mentions that the person hired for the role will be working on the Low Voltage Hardware team, which would design the circuit boards that would serve as the nervous system of the Robotaxi.
Key tasks for the role, as indicated in the job listing, include collaboration with PCB layout, firmware, mechanical, program management, and validation teams, among other responsibilities. The role is based in Shanghai.
China Robotaxi launch
China represents a massive potential market for robotaxis, with its dense urban centers and supportive policies in select cities. Tesla has limited permission to roll out FSD in the country, though despite this, its vehicles have been hailed as among the best in the market when it comes to autonomous features. So far, at least, it appears that China supports Tesla’s FSD and Robotaxi rollout.
This was hinted at in November, when Tesla brought the Cybercab to the 8th China International Import Expo (CIIE) in Shanghai, marking the first time that the autonomous two-seater was brought to the Asia-Pacific region. The vehicle, despite not having a release date in China, received a significant amount of interest among the event’s attendees.
Elon Musk
Elon Musk and Tesla AI Director share insights after empty driver seat Robotaxi rides
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Tesla CEO Elon Musk and AI Director Ashok Elluswamy celebrated Christmas Eve by sharing personal experiences with Robotaxi vehicles that had no safety monitor or occupant in the driver’s seat. Musk described the system’s “perfect driving” around Austin, while Elluswamy posted video from the back seat, calling it “an amazing experience.”
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Elon and Ashok’s firsthand Robotaxi insights
Prior to Musk and the Tesla AI Director’s posts, sightings of unmanned Teslas navigating public roads were widely shared on social media. One such vehicle was spotted in Austin, Texas, which Elon Musk acknowleged by stating that “Testing is underway with no occupants in the car.”
Based on his Christmas Eve post, Musk seemed to have tested an unmanned Tesla himself. “A Tesla with no safety monitor in the car and me sitting in the passenger seat took me all around Austin on Sunday with perfect driving,” Musk wrote in his post.
Elluswamy responded with a 2-minute video showing himself in the rear of an unmanned Tesla. The video featured the vehicle’s empty front seats, as well as its smooth handling through real-world traffic. He captioned his video with the words, “It’s an amazing experience!”
Towards Unsupervised operations
During an xAI Hackathon earlier this month, Elon Musk mentioned that Tesla owed be removing Safety Monitors from its Robotaxis in Austin in just three weeks. “Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them. Not even anyone in the passenger seat in about three weeks,” he said. Musk echoed similar estimates at the 2025 Annual Shareholder Meeting and the Q3 2025 earnings call.
Considering the insights that were posted Musk and Elluswamy, it does appear that Tesla is working hard towards operating its Robotaxis with no safety monitors. This is quite impressive considering that the service was launched just earlier this year.
Elon Musk
Starlink passes 9 million active customers just weeks after hitting 8 million
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
SpaceX’s Starlink satellite internet service has continued its rapid global expansion, surpassing 9 million active customers just weeks after crossing the 8 million mark.
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
9 million customers
In a post on X, SpaceX stated that Starlink now serves over 9 million active users across 155 countries, territories, and markets. The company reached 8 million customers in early November, meaning it added roughly 1 million subscribers in under seven weeks, or about 21,275 new users on average per day.
“Starlink is connecting more than 9M active customers with high-speed internet across 155 countries, territories, and many other markets,” Starlink wrote in a post on its official X account. SpaceX President Gwynne Shotwell also celebrated the milestone on X. “A huge thank you to all of our customers and congrats to the Starlink team for such an incredible product,” she wrote.
That growth rate reflects both rising demand for broadband in underserved regions and Starlink’s expanding satellite constellation, which now includes more than 9,000 low-Earth-orbit satellites designed to deliver high-speed, low-latency internet worldwide.
Starlink’s momentum
Starlink’s momentum has been building up. SpaceX reported 4.6 million Starlink customers in December 2024, followed by 7 million by August 2025, and 8 million customers in November. Independent data also suggests Starlink usage is rising sharply, with Cloudflare reporting that global web traffic from Starlink users more than doubled in 2025, as noted in an Insider report.
Starlink’s momentum is increasingly tied to SpaceX’s broader financial outlook. Elon Musk has said the satellite network is “by far” the company’s largest revenue driver, and reports suggest SpaceX may be positioning itself for an initial public offering as soon as next year, with valuations estimated as high as $1.5 trillion. Musk has also suggested in the past that Starlink could have its own IPO in the future.