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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.
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 officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
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Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
