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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.

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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.

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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.

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(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.

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.

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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.

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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.

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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!

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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.

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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.

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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. 

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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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Tesla Robotaxi service in Austin achieves monumental new accomplishment

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Credit: Tesla

Tesla Robotaxi services in Austin have been operating since last Summer, but Tesla has admittedly been delayed in its expansion of the geofence, fleet size, and other details in a bid to prioritize safety as new technology rolls out.

But those barriers are being broken with new guardrails being removed from the program.

Tesla has achieved a significant advancement in its autonomous ride-hailing program. As of May 4, the Robotaxi fleet in Austin, Texas, has begun operating unsupervised during evening hours for the first time. This expansion moves beyond previous limitations that restricted unsupervised service to daylight hours, typically ending in mid-afternoon.

The change brings Austin in line with operations in Dallas and Houston. Those cities have supported evening unsupervised runs since their initial launches in April, and both recently received additions of new unsupervised vehicles to their fleets. This coordinated progress across Texas strengthens Tesla’s regional presence and provides a broader testing ground for the technology.

This milestone carries substantial weight in the development of autonomous vehicles. Extending operations into low-light conditions meaningfully expands the Robotaxi’s operational design domain (ODD)—the specific environments and scenarios in which the system is approved to operate safely without human intervention.

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Nighttime driving presents unique technical demands: diminished visibility, headlight glare from oncoming traffic, reduced contrast for identifying pedestrians and lane markings, and greater variability in camera sensor exposure.

Tesla Cybercab just rolled through Miami inside a glass box

Tesla’s pure vision approach, powered by neural networks trained on vast real-world datasets rather than lidar or pre-mapped routes, must handle these variables reliably. Demonstrating consistent unsupervised performance after sunset validates the robustness of the end-to-end AI stack and its ability to generalize across diverse lighting conditions.

Beyond technical validation, the expansion holds important operational and economic implications. Evening hours often coincide with peak urban demand for rides, including commutes, dining, and entertainment outings.

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Enabling service during these periods increases daily vehicle utilization, allowing each Robotaxi to generate more revenue while gathering additional high-value training data. Higher utilization accelerates the virtuous cycle of data collection, model improvement, and further ODD growth.

Looking ahead, this step paves the way for more ambitious rollouts. Success in low-light environments positions Tesla to pursue near-24-hour operations, potentially integrating highways and expanding into varied weather patterns. Regulators worldwide frequently demand evidence of safe performance across day-night cycles before granting wider approvals.

Proven capability in Texas could expedite deployments in planned cities such as Phoenix, Miami, Orlando, Tampa, and Las Vegas during the first half of 2026.

Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline

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Moreover, scaling evening service supports Tesla’s long-term vision of a high-efficiency robotaxi network. Greater fleet productivity lowers the cost per mile, making autonomous mobility more accessible and competitive against traditional ride-hailing.

As the company iterates on software updates informed by nighttime data, reliability is expected to compound rapidly, unlocking denser urban coverage and longer-distance trips.

In summary, the introduction of an unsupervised evening Robotaxi service in Austin represents more than an incremental schedule adjustment. It signals a critical maturation of the underlying technology and sets the foundation for broader geographic and temporal expansion.

With Texas operations gaining momentum, Tesla is steadily advancing toward transforming urban transportation at scale.

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Tesla Cybercab just rolled through Miami inside a glass box

Tesla paraded a Cybercab in a glass display at Miami’s F1 Grand Prix event this week.

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Tesla Cybercab at the Miami F1 Fan Fest 2026: Credit: TESLARATI

Tesla set up an “Autonomy Pop-Up” at Lummus Park in Miami Beach from April 29 through May 3, 2026, embedded within the official F1 Miami Grand Prix Fan Fest.  The centerpiece was a Cybertruck towing the Cybercab inside a glass display case marked “Future is Autonomous,” rolling through the beachfront crowd.

Miami is on Tesla’s confirmed list of cities for robotaxi expansion in the first half of 2026, making the promotion a strategic promotion that lays groundwork in a target market.

This was not Tesla’s first time using Miami as a showcase city. In December 2025, Tesla hosted “The Future of Autonomy Visualized” at its Miami Design District showroom, coinciding with Art Basel Miami Beach. That event featured the Cybercab prototype and Optimus robots interacting with attendees. The F1 pop-up this week marks Tesla’s return to Miami and follows a pattern Tesla has been running since early 2026. Just two weeks before Miami, Tesla stationed Optimus at the Tesla Boston Boylston Street showroom on April 19 and 20, directly on the final stretch of the Boston Marathon, letting tens of thousands of runners and spectators meet the robot for free, generating massive earned media at zero advertising cost.

Tesla is sending its humanoid Optimus robot to the Boston Marathon

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Tesla has confirmed plans to expand its robotaxi service to seven cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, building on the unsupervised service already running in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year. On the production side, Musk told shareholders that the Cybercab manufacturing process could eventually produce up to 5 million vehicles per year, targeting a cycle time of one unit every ten seconds. Scaling robotaxis to 10 million operational units over the next ten years is a key condition of his compensation package, alongside selling 20 million passenger vehicles.

As for the Cybercab’s price, Musk has said buyers will be able to purchase one for under $30,000, with an average operating cost around $0.20 per mile. Whether those numbers hold through full production remains to be seen.

Cybercab at F1 Fan Fest in Miami
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Tesla Semi gets new product launch as mass manufacturing hits Plaid Mode

While the 1.2 MW Megacharger handles quick 30-minute en-route boosts, the Basecharger serves as a reliable overnight solution for longer dwell times at warehouses, distribution centers, fleet yards, and even, potentially, homes.

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Credit: Tesla

The Tesla Semi is getting a new production launch as mass manufacturing on the all-electric truck is gearing up to hit Plaid Mode.

Tesla has introduced a game-changing addition to its commercial charging lineup with the new 125 kW Basecharger for Semi. Launched this week as part of the new “Semi Charging for Business” program, this compact unit is purpose-built for depot and overnight charging of Tesla Semi trucks.

While the 1.2 MW Megacharger handles quick 30-minute en-route boosts, the Basecharger serves as a reliable overnight solution for longer dwell times at warehouses, distribution centers, fleet yards, and even, potentially, homes.

Delivering up to 60 percent of the Semi’s range in roughly four hours, perfect for overnight top-ups during mandated driver rest periods or while trucks are loaded or unloaded. Its fully integrated design eliminates the need for bulky separate AC-to-DC cabinets.

Tesla engineers tucked one of the power modules from a V4 Supercharger Cabinet directly inside the sleek post, resulting in a compact footprint. It also features a six-meter cable for layout flexibility. This is one thing that must have been learned through the V4 Supercharger rollout.

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Installation and operating costs drop dramatically thanks to daisy-chaining. Up to three Basechargers can share a single 125 kVA breaker, slashing electrical infrastructure requirements. The unit outputs 150 amps continuous across an 180–1,000 VDC range, matching the Semi’s high-voltage architecture while supporting the MCS 3.2 standard.

Tesla Semi sends clear message to Diesel rivals with latest move

Priced from $40,000 for a minimum order of two units, the Basecharger is far more affordable than the $188,000 Megacharger setup for two posts. Deliveries begin in early 2027. Buyers also receive Tesla’s full network-level software, remote monitoring, maintenance, and a guaranteed 97 percent or higher uptime—critical for fleet reliability.

This launch arrives as Tesla accelerates high-volume Semi production at its Nevada factory, targeting 50,000 units annually. By pairing affordable depot charging with ultra-fast highway options, Tesla removes one of the biggest obstacles to electrifying Class 8 trucking: infrastructure cost and complexity.

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Fleet operators stand to gain lower electricity rates during off-peak hours, dramatically reduced maintenance compared to diesel, and quieter yards at night. The Basecharger isn’t just another charger—it’s the practical bridge that makes large-scale electric semi adoption economically viable.

With the Basecharger handling “home” duties and Megachargers powering the road, Tesla is delivering a complete ecosystem that could finally tip the scales toward zero-emission freight. For trucking companies ready to go electric, the future just got a whole lot more charger-friendly.

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