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LIVE Blog: Tesla AI Day

(Credit: Tesla)

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Tesla’s AI Day is here. In a few minutes, Tesla watchers would be seeing executives like Elon Musk provide an in-depth discussion on the company’s AI efforts on not just its automotive business but on its energy business and beyond as well. AI Day promises to be yet another tour-de-force of technical information from the electric car manufacturer. Thus, it is no surprise that there is a lot of excitement from the EV community heading into the event. 

Tesla has kept the details of AI Day behind closed doors, so the specifics of the actual event are scarce. That being said, an AI Day agenda sent to attendees indicated that they could expect to hear Elon Musk speak during a live keynote, speak with Andrej Karpathy and the rest of Tesla’s AI engineers, and participate in breakout sessions with the teams behind Tesla’s AI development. 

Similar to Autonomy Day and Battery Day, Teslarati would be following along on AI Day’s discussions to provide you with an updated account of the highly-anticipated event. Please refresh this page from time to time, as notes, details, and quotes from Elon Musk’s keynote and its following discussions will be posted here.

Simon 19:40 PT – A question about the use cases for the Tesla Bot was asked. Musk notes that the Tesla Bot would start with boring, repetitive, work, or work that people would least like to do.

Simon 19:25 PT – A question about AI and manufacturing is asked and how it potentially relates to the “Alien Dreadnaught” concept. Musk notes that most of Tesla’s manufacturing today is already automated. Musk also noted that humanoid robots would be done either way, so it would be great for Tesla to do this project, and safely as well. “We’re making the pieces that would be useful for a humanoid robot, so we should probably make it. If we don’t someone else will — and we want to make sure it’s safe,” Musk said.

Simon 19:15 PT – And the Q&A starts. First question involves open-sourcing Tesla’s innovations. Musk notes that it’s pretty expensive to develop all this tech, so he’s not sure how things could be open-sourced. But if other car companies would like to license the system, that could be done.

Simon 19:11 PT – There will really be a “Tesla Bot.” It would be built by humans, for humans. It would be friendly, and it would eliminate dangerous, repetitive, boring tasks. This is still petty darn unreal. It uses the systems that are currently being developed for the company’s vehicles. “There will be profound applications for the economy,” Musk said.

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Simon 19:06 PT – New products! A whole Tesla suit?! After a fun skit, Elon says the “Tesla Bot” would eventually be real.

Simon 19:00 PT – What is crazy is that Dojo is not even done. This is just what it is today. Dojo is still evolving, and it is going to be way more powerful in the future. Now, it’s Elon Musk’s turn. What’s next for Tesla beyond vehicles.

Simon 19:00 PT – Venkataramanan teases the ExaPOD. Yet another revolutionary solution from Tesla. With all this, it is evident that Tesla’s approach to autonomy is on a whole other level. It would not be surprising if it takes Wall Street and the market a few days to fully absorb what is happening here.

Simon 18:55 PT – The specs of Dojo are insane. Behind its beastly specs, it seems that Dojo’s full potential lies in the fact that all this power is being used to do one thing: to make autonomous cars possible. Dojo is a pure learning machine, with more than 500,000 training nodes being built together. Nine petaflops of compute per tile, 36 terabytes per second of off-tile bandwidth. But this is just the tip of the iceberg for Dojo.

Simon 18:50 PT – Ganesh Venkataramanan, Project Dojo’s lead, takes the stage. He states that Elon Musk wanted a super-fast training computer to train Autopilot. And thus Project Dojo was born. Dojo is a distributed compute architecture connected by network fabric. It also has a large compute plane, extremely high bandwidth with low latencies, and big networks that are partitioned and mapped, to name a few.

(Credit: Tesla)

Simon 18:45 PT – Milan Kovac, Tesla’s Director of Autopilot Engineering takes the stage. He notes that he would discuss how neural networks are run in the company’s cars. He notes that Tesla’s systems require supercomputers.

Simon 18:40 PT – Ashok notes that simulations have helped Tesla a lot already. It has, for example, helped the company identify pedestrian, bicycle, and vehicle detection and kinematics. The networks in the vehicles were traded to 371 million simulated images and 480 million cuboids.

Simon 18:35 PT – Ashok notes that these strategies ultimately helped Tesla retire radar from its FSD and Autopilot suite and adopt a pure vision model. A comparison between a radar+camera system and pure vision shows just how much more refined the company’s current strategy is. The executive also touched on how simulations help Tesla develop its self-driving systems. He states that simulations help when data is difficult to source, difficult to label, or in a closed loop.

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Simon 18:30 PT – Ashok returns to discuss Auto Labeling. Simply put, there is so much labeling that needs to be done that it’s impossible to be done manually. He shows how roads and other items on the road are “reconstructed” from a single car that’s driving. This effectively allowed Tesla to label data much faster, while allowing vehicles to navigate safely and accurately even when occlusions are present.

Simon 18:25 PT – Karpathy returns to talk about manual labeling. He notes that manual labeling that’s outsourced to third-party firms is not optimal. Thus, in the spirit of vertical integration, Tesla opted to establish its own labeling team. Karpathy notes that in the beginning, that Tesla was using 2D image labeling. Eventually, Tesla transitioned to 4D labeling, where the company could label in vector space. But even this was not enough, and thus, auto labeling was developed.

Simon 18:23 PT – The executive states that traffic behavior is extremely complicated, especially in several parts of the world. Ashok notes that this partly illustrated by parking lots and how they are actually complex. Summoning a car from a parking lot, for example, used to utilize 400k notes to navigate, resulting in a system whose performance left much to be desired.

Simon 18:18 PT – Ashok notes that when driving alongside other cars, Autopilot must not only think about how they would drive, they must also think about how other cars would operate. He shows a video of a Tesla navigating a road and dealing with multiple vehicles to demonstrate this point.

Simon 18:15 PT – Director of Autopilot Software Ashok Elluswamy takes the stage. He starts off by discussing some key problems in planning in both non-convex and high-dimensional action spaces. He also shows Tesla’s solution to these issues, a “Hybrid Planning System.” He demonstrates this by showing how Autopilot performs a lane change.

Simon 18:10 PT – Karpathy’s discussion notes that today, Tesla’s FSD strategy is a lot more cohesive. This is demonstrated by the fact that the company’s vehicles could effectively draw a map in real-time as it drives. This is a massive difference compared to the pre-mapped strategies employed by rivals in both the automotive and software field like Super Cruise and Waymo.

Simon 18:05 PT – The AI Director discusses how Tesla practically re-engineered their neural network learning from the ground-up and utilized a multi-head route. These include camera calibrations, caching, queues, and optimizations to streamline all tasks. Do note that this is an extremely simplified iteration of Karpathy’s discussion so far.

Simon 18:00 PT – Karpathy covers more challenges that are involved in even the basics of perception. Needless to say, AI Day is quickly proving to be Tesla’s most technical event right off the bat. That said, multi-camera networks are amazing. They’re just a ton of work, but it may very well be a silver bullet for Tesla’s predictive efforts.

Simon 17:56 PT – Karpathy showcases a video of how Tesla used to process its image data in the past. He shows a popular video for FSD that has been shared in the past. He notes that while great, such a system proved to be inadequate, and this is something that Tesla learned when it launched Smart Summon. While per-camera detection is great, the vector space proves inadequate.

Simon 17:55 PT – Karpathy noted that when Tesla designs the visual cortex in its car, the company is modeling it to how a biological vision is perceived by eyes. He also touches on how Tesla’s visual processing strategies have evolved over the years, and how it is done today. The AI Director also touches on Tesla’s “HydraNets,” on account of their multi-task learning capabilities.

(Credit: Tesla)

Simon 17:51 PT – Karpathy starts off by discussing the visual component of Tesla’s AI, as characterized by the eight cameras used in the company’s vehicles. The AI director notes that AI could be considered like a biological being, and it’s built from the ground up, including its synthetic visual cortex.

Simon 17:48 PT – Elon Musk takes the stage. He apologizes for the event’s delay. He jokes that Tesla probably needs AI to solve these “technical difficulties.” The CEO highlights that AI Day is a recruitment event. He calls Tesla’s head of AI Andrej Karpathy. There’s no better person to discuss AI.

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Simon 17:45 PT – We’re here watching the AI Day FSD preview video and we can’t help but notice that… are those Waypoints?!

Simon 17:38 PT – Looks like we’ve got an Elon sighting! And a preview video too! Here we go, folks!

Simon 17:30 PT – A 30-minute delay. We haven’t seen this much delay in quite a bit.

Simon 17:20 PT – It’s a good thing that Tesla has great taste in music. Did Grimes mix this track?

Simon 17:15 PT – We’re 15 minutes in. “Elon Time” is going strong on AI Day. To be honest, though, this music would fit the “Rave Cave” in Giga Berlin this coming October.

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Simon 17:10 PT – A good thing to keep in mind is that AI Day is a recruitment event. Some food for thought just in case the discussions take a turn for the extremely technical. AI Day is designed to attract individuals who speak Tesla’s language in its rawest form. We’re just fortunate enough to come along for the ride.

Tesla Board Member Hiro Mizuno sums it up in this tweet pretty well.

Simon 17:05 PT – I guess AI Day is starting on “Elon Time?” We’re on to the next track of chill music.

Simon 17:00 PT – And with 5 p.m. PST here, the music is officially live on the AI Day live stream. Looks like we’re in for some wait. Wonder how many minutes it would take before it starts? Gotta love this chill music though.

Simon 16:58 PT – While waiting, I can’t help but think that a ton of TSLA bears and Wall Street would likely not understand the nuances of what Tesla would be discussing today. Will Tesla go three-for-three? It was certainly the case with Battery Day and Autonomy Day.

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Simon 16:55 PT – T-minus 5 minutes. Some attendees of AI Day are now posting some photos on Twitter, but it seems like photos and videos are not allowed on the actual venue of the event. Pretty much expected, I guess.

Simon 16:50 PT – Greetings, everyone, and welcome to another Live Blog. This is Tesla’s most technical event yet, so I expect this one to go extremely in-depth on the company’s AI efforts and the technology behind it. We’re pretty excited.

Don’t hesitate to contact us with news tips. Just send a message to tips@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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Energy

Tesla launches Powerwall Lease for affordable home backup

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Credit: Tesla

Tesla Energy has introduced the Powerwall Lease in conjunction with Tesla Electric, making the service available in Texas. This new option delivers whole-home backup power using two Powerwall units for a net monthly cost of $35 after credits, accompanied by a low fixed electricity rate.

Under the lease terms, customers pay a one-time order fee of $100. The base lease payment for the two Powerwalls is approximately $122 per month during the first year, subject to a 3 percent annual escalator thereafter. Enrollment in a qualifying Tesla Electric Backup plan or Virtual Power Plant plan provides an $87 monthly credit.

This credit lowers the effective cost to roughly $35 per month plus applicable tax.

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Installation of the standard system carries no additional charge. The package features Storm Watch for outage protection and allows complete management through a single Tesla application. The system supplies continuous whole-home backup capability.

The Powerwall system enables households to maintain electricity during severe storms that disrupt the utility grid. When outages occur, the batteries automatically provide seamless backup power to the home.

Tesla announces 100k Powerwalls are participating in Virtual Power Plants

Tesla Storm Watch monitors weather forecasts and ensures the units are fully charged ahead of anticipated severe weather events so that power remains available throughout the disruption, keeping lights, refrigeration, and other essential systems operating without interruption.

Availability is restricted to select Texas locations where retail electric choice exists. Participants must lease exactly two Powerwall units and maintain continuous enrollment with Tesla Electric. Solar panels cannot be included under this particular lease arrangement.

The monthly credit activates automatically once the system is installed, receives permission to operate, and enrollment is confirmed. To retain the credit, customers are required to stay enrolled in Tesla Electric and fulfill all program conditions.

Nonstandard installations that involve electrical upgrades or special permitting may lead to extra expenses and might impact eligibility for the credit, so be sure to check with either your installer or Tesla to ensure you will still qualify.

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Elon Musk teases Tesla Roadster unveiling once again

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tesla roadster
Credit: Tesla

Elon Musk continues to tease the unveiling event for the Tesla Roadster, a continuing trend that has grown into a bigger game of “When” for fans who have been waiting years for the car to finally enter production.

A video shared on X of the Joe Rogan Experience podcast that Musk appeared on last year, teasing the Roadster unveiling, was shared once again on the social media platform. The poster said the Roadster event will be “unforgettable.”

Musk agreed:

The timing is interesting because just yesterday, Musk said that we will be getting flying cars, and for years, Tesla has hinted that it could develop a SpaceX cold gas thruster package that would help the car float or fly for a short period of time.

It would be reasonable to assume Tesla’s major delays with this unveiling event are likely caused by the company’s need to break the rules and push the envelope on nearly everything. Last July, Lars Moravy, Tesla’s VP of Vehicle Engineering, said:

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“Roadster is definitely in development. We did talk about it last Sunday night. We are gearing up for a super cool demo. It’s going to be mind blowing. We showed Elon some cool demos last week of the tech we’ve been working on and he got a little excited.”

The latest updates that Tesla has given us are that the Roadster is in design development, and it did have several potential dates for an unveiling event this year, including April. It was then pushed to August.

However, there are no clues as to when Tesla will be ready, and fans are certainly getting frustrated with the delays.

For what it is worth, Franz von Holzhausen told Jay Leno this week that the event would be “very soon.”

We sure hope.

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Lifestyle

Tesla’s driverless Cybercab just passed a big test with State Governor

Florida’s governor rode Tesla’s Cybercab at a closed test track and called the experience impressive.

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Florida Governor Ron DeSantis rode in a Tesla Cybercab on a closed test track this week and came away impressed, posting on X that the vehicle “successfully navigated all hazards — a kid running into the street, a crash with police stopping traffic, a Model S cutting us off, etc.” He called the ride “impressive.”

The stop was part of a broader event Monday at SunTrax, a 775 acre state owned proving ground in Auburndale that Florida built specifically to test autonomous and connected vehicles before they reach public roads. Standing next to a gold Cybercab, DeSantis described the car in plain terms: “You go in there and you just sit. You have a screen. There’s no steering wheel, no pedals. Clearly these things could be very beneficial.”

DeSantis paired the praise with a caveat that has followed autonomous vehicles since the category existed. “You don’t want to be in an autonomous vehicle and it drives you into a ditch. That would not be good,” he said, framing safety validation as the gate before wider deployment.

SunTrax, the 2.25 mile oval which the state calls the only high speed autonomous vehicle test track in the Southeast, can simulate rain, pedestrian crossings, hills and crowded urban conditions at highway speeds, letting companies push a car past what an early public rollout would risk. Tesla, Waymo and Beep all use the facility, and Florida’s regulatory approach, among the most permissive for autonomous vehicles in the country, doesn’t require a human operator inside a fully autonomous car.

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Tesla has reason to want the blessing of Florida and states beyond, as the Cybercab entered volume production at Gigafactory Texas this spring and has since self certified as SAE Level 4 under Texas law. Public road testing so far has kept a safety monitor in the passenger seat, and Florida is where Tesla has been expanding its existing Model Y based Robotaxi service instead, adding Miami in July and then Orlando and Tampa two weeks later. A closed track endorsement from a sitting governor doesn’t change any of that, but it does put Tesla’s newest hardware in front of a state that has already shown it will move fast on rules.

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