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Tesla AI Day News Roundup: Optimus, FSD Beta & Dojo updates
Tesla AI Day has officially kicked off. Guests have started entering the venue already.
AI Day is an event mainly held to recruit talented people and welcome them to Tesla. However, it is still a Tesla event, so everyone expects some product surprises and updates, specifically about the company’s humanoid robot, Optimus, Dojo, and Full Self-Driving.
Teslarati will be closely following the event. This is our news roundup for 2022 AI Day, covering key information Tesla reveals at the event.
Photos and Videos aren’t allowed during the event from attendees. However, guests were able to capture some cool photos of a Tesla Semi with Cybertruck graffiti, a literal fork on the road, and some other cool set ups around the premises.
Tesla’s former AI Head, Andrej Karpathy, has brought out the (metaphorical) popcorn. His brief “comment” hints that AI Day 2022 might be as exciting as everyone anticipates.
Elon Musk set some expectations about Optimus, reminding everyone that during AI Day 2021, Tesla’s humanoid bot was just “a guy in a robot suit.” Musk also laid out the topics for AI Day 2022, saying that Tesla will talk about Autopilot and Dojo, too.
-->Optimus Takes the Stage
Tesla didn’t waste any time and brought out Optimus immediately. According to a Tesla mechanical engineer, AI Day 2022 is the first time Optimus has been “let out”– so to speak– without any external support.
“This is literally the first time the robot has walked on stage without a tether, on stage tonight,” Musk added. “The robot can actually do a lot more than we showed you. We just don’t want it to fall on its face.”
Tesla reveals videos of Optimus or in this case “Bumble-Cee” doing “work” around the Tesla office. Optimus carried a box from one area to another, watered plants, and even worked at the factory for a bit. The Tesla bot’s vision is very similar Autopilot.
Tesla also revealed Optimus’ potential final unit one production design. “Our goal is to make a useful humanoid robot as soon as possible,” said Elon Musk. The Tesla CEO also shared that Tesla aims to make Optimus’ price less than $20,000 or cheaper than a car.
Tesla is using some of the technology in its car in Optimus’ body as well, such as the battery pack, cooling system and more. The company also uses that same technology it uses for its cars to simulate Optimus’ movements and reactions to external collisions.
Tesla is basing Optimus’ body design on the human body. The company has been closely studying the structure of the human body while making the humanoid robot’s overall design. For instance, Tesla designed Optimus’ hands with the idea that factories worldwide are designed ergonomically, or optimized for the human hand. Teslarati briefly covered the significance of robots’ hands in a previous article, linked below.
FSD Beta Updates
The Tesla FSD Beta now has 160,000 customers, compared to 2,000 customers in 2021. Tesla is expected to release v.10.69.2.3 after AI Day, although a precise roll out date has not be announced yet.
Tesla explained the progress its made with Full Self-Driving Beta. The Tesla FSD experts explained how the Full Self-Driving makes decision to AI day guests and the role that customer data played to refine the software. The company also explained occupancy and the role it plays with 3D mapping and providing a birds-eye-view for the car. Tesla is working hard to optimize its video model training as well.
Tesla also talked a lot about its FSD Lane Networks during AI Day 2022. In the past few weeks, Teslarati has received reports from FSD testers, who specifically brought up issues with lane selection. To see “under the hood”–so to speak–somewhat explains the lane issues FSD testers experience on the road.
After multiple test loops and drives, there’s really just one main problem remaining for me at this point on 10.69.2, it’s significant, and that is lane selection,” noted long-time FSD tester Les.
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Tesla has developed a new auto-labeling machine to help with 3D labeling. The FSD experts explained how the software uses other clips to fill out the picture under certain conditions when the camera shows an unclear picture.
Tesla also talked a bit about simulation. The experts showed how it could simulate worlds or environments, using the data gathered from its fleet. It revealed a simulation of San Francisco that was created within two weeks by one employee. Tesla may update a simulated world quickly and as updated develop.
Dojo Updates
Tesla’s goal with Dojo is to build a single accelerator. A key step to realizing its goals was its training tile, which it unveiled during AI Day 2021. Tesla has been trying to figure out how to make its Dojo design scalable and has run into challenges along the way. However, the company’s “fail fast” mindset has helped it push through road blocks and move forward.
The Dojo team showed images of a Cybertruck and Semi running on Mars using stable diffusion achieved through Dojo.
Tesla experts explained that Dojo reduced work that would usually take months to a single week.
Tesla plans to build its first Exapod by 2023, which is expected to significantly increase its autolabeling output . It will be the first Exapod of 7 that Tesla plans to build in Palo Alto.
Tesla ended AI Day 2022 by answering questions from attendees. Tesla hopes that through their thorough explanations during the event, the company would be seen as more than an automaker. And, of course, Tesla hopes that its AI Day 2022 presentation also entices talented individuals to join the company.
The Teslarati team would appreciate hearing from you. If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.
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Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
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Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
