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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.
Elon Musk
Ford CEO Farley says Tesla is not who to look at for EV expertise
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford CEO Jim Farley said in a recent podcast interview that Tesla is not who Americans should look at to beat Chinese carmakers.
The comments have sparked quite a bit of outrage from Tesla fans on X, the social media platform owned by Elon Musk.
Farley said that Chinese automakers are better examples of how to beat competitors. He said (via the Rapid Response Podcast):
“If you’re an American and you want us to beat the Chinese in the car business, you’re all going to want to pay attention, not necessarily to Tesla. Nothing against Tesla—they’ve been doing great—but they really don’t have an updated vehicle. The best in the business for us, cost-wise and competition-wise, supply chain, manufacturing expertise, and the I.P. in the vehicle, was really BYD. In this next cycle of EV customers in the U.S., they want pickups and utilities and all these different body styles. But they want them at $30,000, not $50,000. Like the first inning, they want them affordably.”
Despite Farley’s synopsis, it is worth mentioning that Tesla had the best-selling passenger vehicle in the world last year, and in China in March, as the Model Y continued its global dominance over other vehicles.
Musk responded to Farley’s comments by stating:
“This is before Supervised FSD is approved in China. Limiting factor is production output in Shanghai.”
This is before supervised FSD is approved in China. Limiting factor is production output in Shanghai.
— Elon Musk (@elonmusk) April 19, 2026
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
Instead, Ford is “doubling down on its affordable” EVs and said it would pivot from its previous plans.
Reaction from Tesla fans was pretty much how you would expect. Many said they have lost a lot of respect for Farley after his comments; others believe he is the last CEO anyone should be taking advice on EVs from.
Nevertheless, Farley’s plans are bold and brash; many consider Tesla the most ideal company to replicate EV efforts from. It will be interesting to see if Ford can rebound from this big adjustment, and hopefully, Farley’s plans to replicate efforts from BYD work out the way he hopes.
Elon Musk
SpaceX wins its first MARS contract but it comes with a catch
NASA awarded SpaceX a $175 million Mars rover contract while the White House proposes cutting the mission.
NASA just signed a $175.7 million contract with SpaceX to launch a Mars rover that the White House is simultaneously trying to defund. The contract, awarded on April 16, 2026, tasks SpaceX’s Falcon Heavy with launching the European Space Agency’s (ESA) Rosalind Franklin rover from Kennedy Space Center in Florida, no earlier than late 2028. It would mark the first time SpaceX has ever sent a payload to Mars.
Under NASA’s Rosalind Franklin Support and Augmentation project, known as ROSA, the agency is providing braking engines for the rover’s descent stage, radioisotope heater units that use decaying plutonium to keep the rover warm on the Martian surface, additional electronics, and a mass spectrometer instrument, as noted by SpaceNews.
Those nuclear heating units are the reason an American rocket was required at all. U.S. export controls on radioisotope technology mean any payload carrying them must launch on a domestic vehicle, which narrowed the field to SpaceX and United Launch Alliance. Falcon Heavy’s pricing made it the practical choice.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
Falcon Heavy debuted in February 2018 and has 11 launches to its record. The rocket has not flown since October 2024, when it sent NASA’s Europa Clipper toward Jupiter. The three-core design, built from modified Falcon 9 first stages, gives it the lift capacity needed for deep space planetary missions that a single Falcon 9 cannot reach.
The Rosalind Franklin rover has been sitting in storage in Europe for years. It was originally due to launch in 2022 as a joint mission with Russia, but Russia’s invasion of Ukraine ended that partnership, leaving the rover built but stranded without a launch vehicle or landing hardware. NASA stepped back in through a 2024 agreement with ESA to rescue the mission. The rover is designed to drill up to two meters below the Martian surface in search of evidence of past life, a science objective no previous mission has attempted at that depth.
The contradiction at the center of this story is hard to ignore. The White House’s fiscal year 2027 budget proposal included no funding for ROSA and did not mention the mission at all in the detailed congressional justification document released April 3.
Musk has long argued that reaching Mars is not optional. “We don’t want to be one of those single planet species, we want to be a multi-planet species.” Whether this particular mission survives Washington’s budget fight, the Falcon Heavy contract means SpaceX is now formally on record as the rocket that could get humanity’s next Mars science mission off the ground.
The timing of this contract carries extra weight given that SpaceX filed confidentially with the SEC in early April and is targeting an IPO roadshow in the week of June 8. It would be the largest public offering in history.
Tesla (NASDAQ: TSLA) is set to hold its Earnings Call for the first quarter of 2026 on Wednesday, and there are a lot of interesting things that are swirling around in terms of speculation from investors.
With the company’s executives, including CEO Elon Musk, answering a handful of questions that investors submit through the Say platform, fans want to know a lot of things about a lot of things.
These five questions come from Retail Investors, who are normal, everyday shareholders:
- When will we have the Optimus v3 reveal? When will Optimus production start, since we ended the Model S and Model X production earlier than mid-year? What’s the expected Optimus production rate exiting this year? What are the initial targeted skills?
- What milestones are you targeting for unsupervised FSD and Robotaxi expansion beyond Austin this year, and how will that drive recurring revenue?
- How will Hardware 3 cars reach Unsupervised Full Self-Driving?
- When do you expect Unsupervised Full Self-Driving to reach customer cars?
- When will Robotaxi expand past its current limited rollout?
Additionally, these are currently the three questions that are slated to be answered by Institutional Firms, which also answer a handful of questions during the call:
- Now that FSD has been approved in the Netherlands and is expected to launch across Europe this summer, can you discuss your Robotaxi strategy for the region?
- What enabled you to finish the AI5 tapeout early and were there any changes to the original vision? Last week, Elon said AI5 will go into Optimus and the Supercomputer, but one month ago said it would go into the Robotaxi. Has AI5 been dropped from the vehicle roadmap?
- Given the recent NHTSA incident filings, can you update us on the Robotaxi safety data? If safety validation remains the primary bottleneck, why not deploy thousands of vehicles to accelerate the removal of the safety driver?
The questions range through every current Tesla project, including FSD expansion and Optimus. However, many of the answers we will get will likely be repetitive answers we’ve heard in the past.
This is especially pertinent when the questions about when Unsupervised FSD will reach customer cars: we know Musk will say that it will happen this year. Is Tesla capable of that? Maybe. But a more transparent answer that is more revealing of a true timeline would be appreciated.
Hardware 3 owners are anxiously awaiting the arrival of FSD v14 Lite, which was promised to them last year for a release sometime this year.
The Earnings Call is set to take place on Wednesday at market close.
Ford CEO Farley says Tesla is not who to look at for EV expertise
SpaceX wins its first MARS contract but it comes with a catch
