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.
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.
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.
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.
To solve several problems encountered over the last few years with the previous suite, Tesla re-engineered their NN learning from the ground up and utilized a multi-head route, camera calibrations, caching, queues, and optimizations to streamline all tasks.
(heavily simplified) pic.twitter.com/LG2TRgjxip
— Teslascope (@teslascope) August 20, 2021
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.
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.
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!
We’ve got an Elon sighting
— Rob Maurer (@TeslaPodcast) August 20, 2021
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.
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.
Anybody passionate about real world AI !! https://t.co/ydaWQlkE4O
— HIRO MIZUNO (@hiromichimizuno) August 20, 2021
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.
Made it pic.twitter.com/aAWqxgf0bP
— Johnna (@JohnnaCrider1) August 19, 2021
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.
A Tesla upfitter has offered to take over Cybertruck lines from the company in a last-ditch effort to save the all-electric pickup from being completely canceled in the middle of 2027.
Unplugged Performance, the Hawthorne, California-based Tesla aftermarket specialist, has publicly offered to take over Cybertruck production from Tesla, funding the effort “through a consortium of investors.”
An open offer to Tesla: We fully support putting Cybercab first, and we’d be glad to take the Cybertruck line off your hands.
We’d fund it with a consortium of investors and run it at no cost to Tesla’s floor space, headcount, or focus. All of that goes to Cybercab. Cybercab gets first call on battery cells too. We’ll wait our turn.
Tesla gains incremental profit: a license fee, plus FSD and Robotaxi network revenues on every vehicle built.
We’d build the Cybertruck, a three-row CyberSUV, and an unmanned CyberCargo hauler. More autonomous miles, across every surface of this planet and beyond.
Worth a conversation?— UP (@UnpluggedTesla) November 10, 2026
The proposal comes as Tesla prioritizes its Cybercab Robotaxi program and prepares to wind down Cybertruck assembly at Gigafactory Texas around mid-2027.
Founded in 2013 by Ben Schaffer and located adjacent to Tesla’s Design Studio and SpaceX, Unplugged Performance has become a leading provider of premium upgrades for Tesla vehicles, including extensive Cybertruck packages under its UP INVINCIBLE line.
Through its UP.FIT division, the company has also developed purpose-built police and fleet versions of the Cybertruck, including deliveries to agencies such as the Las Vegas Metropolitan Police Department.
In an X post on Tuesday, Unplugged said:
“An open offer to Tesla: We fully support putting Cybercab first, and we’d be glad to take the Cybertruck line off your hands. We’d fund it with a consortium of investors and run it at no cost to Tesla’s floor space, headcount, or focus. All of that goes to Cybercab. Cybercab gets first call on battery cells too. We’ll wait our turn. Tesla gains incremental profit: a license fee, plus FSD and Robotaxi network revenues on every vehicle built. We’d build the Cybertruck, a three-row CyberSUV, and an unmanned CyberCargo hauler. More autonomous miles, across every surface of this planet and beyond. Worth a conversation?”
The arrangement would free Tesla resources and manufacturing capacity for Cybercab while allowing continued production of the stainless-steel pickup and expanded variants. Unplugged Performance indicated it would wait for battery cells after Cybercab needs are met and would generate ongoing revenue for Tesla through licensing and software/network services on the vehicles it produces.
Following strong initial interest, Unplugged Performance posted a follow-up inviting potential investors and strategic partners to email cyber@unpluggedperformance.com. The company clarified that the outreach is solely to gauge interest and does not constitute an offer to sell securities or acceptance of funds at this stage.
The proposal arrives shortly after Elon Musk indicated that Cybertruck production in Texas would be phased out by roughly the middle of 2027 to expand Cybercab output.
Whether Tesla engages with the offer remains to be seen, but the public overture highlights both the aftermarket specialist’s deep experience with the Cybertruck platform and the growing focus on autonomy within Tesla’s manufacturing plans.
Elon Musk said the Tesla Cybercab will perform “a majority of all passenger miles” where it is allowed to operate and that point is “obvious to anyone with eyes and a brain.”
Musk used the point to double down on the company’s decision to ax the cult-favorite Cybertruck, as its production space will be removed and transitioned into additional Cybercab lines. The move has catalyzed a polarizing conversation on whether its right or wrong.
Whatever side you are on — it’s happening.
Dodge ended the Viper.
Audi retired the R8.
Mitsubishi said goodbye to the Lancer Evo.
Ford bid farewell to the Bronco (at one point).
Chevrolet sunset the Camaro.Tesla is ending the Cybertruck. I’m pissed. I’m upset.
Fans of those five automakers mentioned did the same thing. It happens. It sucks. I don’t like it.
But I still love Tesla. I love my Model Y. I hoped to be in a Cybertruck in a little under two years.
I won’t be. But I still won’t put my family in anything else. Too safe. Too advanced. Too much better than everything else.
— TESLARATI (@Teslarati) November 10, 2026
Regardless, Musk seems to be getting to the point that he is done talking about the choice. At some point, you have to think that this was truly a difficult decision for him and the company as well, and this is not something he took lightly. In fact, he’s probably a little bit disappointed with it, too.
But the point remains that the Cybertruck is gone. Musk’s focus is purely on developing an autonomous platform that the world will utilize for transportation, and he’s telling you that anyone “with eyes and a brain” can see it:
@PalmerLuckey @carlhancock Cybercab will do a majority of all passenger miles in any jurisdiction where it is not prohibited by law.
Obvious to anyone with eyes and a brain.
— Elon Musk (@elonmusk) November 10, 2026
Tesla is betting that all of its passengers in the future will be okay with not owning their own personal cars and will be fine with ride-hailing for the rest of their lives. Every dinner, every errand, every trip to the airport and transportation thereafter, will all be operated by ride-sharing, and in Tesla’s perfect world, it will happen in a Cybercab.
As of now, Cybercab is only active in Austin, but it has been spotted all over the country with a driver behind the wheel in those prototypes. In Austin, the car has no steering wheel or pedals for people to control the vehicle.
The Cybertruck dilemma is one that has truly come across the entire Tesla community and while it seems to be a great idea to keep it because people love it, the business side of things is steering Musk and Tesla in another direction.
Tesla has slimmed its Cybertruck offerings to offer only its most expensive trim: the Cyberbeast.
After announcing that the Cybertruck would no longer be produced and the company would wind down manufacturing sometime in the middle of 2027, Tesla started to eliminate some of the configurations offered to customers.
Tesla has stopped taking orders for the Cybertruck Premium AWD.
The Cyberbeast is now the only trim you can order, and its price went up $7,500 to $109,990.
Estimated deliveries have also slipped to March–June 2027 as the Giga Texas line heads toward its mid-2027 wind-down. https://t.co/o28epA0ZQl
— TESLARATI (@Teslarati) November 10, 2026
Now, only one remains: the $109,990 Cyberbeast. This is truly what seems like Tesla’s last effort to deter any remaining orders from coming in: eliminate the cheap trims and leave only the high-dollar vehicle within the lineup of Cybertruck options.
Those who want to take advantage of this last-ditch opportunity to own Tesla’s symbolic pickup have to pay to play.
Tesla says the reason for the wind down is truly because of Cybercab and its importance to the future.
Despite cries for Tesla to continue production of the pickup, Musk says it is too difficult to ramp a high-volume line instead of ending the truck altogether. He also says Cybercab is what will take passengers around for the “majority of all miles in any jurisdiction where it is not prohibited by law.”
@PalmerLuckey @carlhancock Cybercab will do a majority of all passenger miles in any jurisdiction where it is not prohibited by law.
Obvious to anyone with eyes and a brain.
— Elon Musk (@elonmusk) November 10, 2026
Tesla is going all in on autonomy, and that’s never been a secret. But the commitment to a two-door, two-seat Cybercab truly limits people from having options for labor or hobbies. It also limits people from having their entire family in a single car.
Parents with even a single child will be required to take multiple vehicles if Cybercab is truly the only option Tesla plans to have.
Elon Musk keeps justifying Tesla Cybertruck’s cancelation, but it’s confusing
Tesla has stated the Robovan will also be in production eventually, but it still does not seem like the most ideal vehicle to own. It seems like it is geared more toward commercial uses, but Tesla might have something in the pipeline for families.
Tesla upfitter offers to keep Cybertruck alive
Elon Musk says Tesla Cybercab future is ‘obvious to anyone with eyes and a brain’
