Tesla’s AI Day is tomorrow, and the company has been largely silent about details of the upcoming event. Considering how artificial intelligence plays into Tesla’s energy and electric vehicle business, it is no surprise that there is some excitement for AI Day. With this in mind, here are some things that Tesla watchers could expect for the highly-anticipated event.
Updates from Autonomy Day
Tesla bull and Loup Ventures Managing Partner Gene Munster previously noted that AI Day would likely be a “second edition” of sorts for the company’s Autonomy Day event back in 2019. The invitations that have been sent for AI Day suggest that the company is looking to expand its AI use to more than just vehicles. This is something that Elon Musk has mentioned in the past.
During the Q1 2021 earnings call, Musk stated that in the long run, people would start perceiving Tesla as an “AI robotics company” instead of a carmaker or battery storage producer. “I think long term, people will think of Tesla as much as an AI robotics company as we are a car company or an energy company. I think we are developing one of the strongest hardware and software AI teams in the world,” Musk said.
If AI Day does become a follow-up to Autonomy Day, however, Tesla would likely have to discuss some of the updates it has rolled out to its vehicles and self-driving efforts since 2019. These include the removal of radar for the Model 3 and Model Y, which Musk expects would ultimately accelerate the company’s progress towards autonomous driving.
Project Dojo Details
Tesla’s Dojo Supercomputer has long been teased, but its specs and capabilities have never really been revealed by the company. AI Day would be a great venue to formally introduce the world to its supercomputer and its capabilities. Dojo is crucial to Tesla’s self-driving efforts as the computer is tasked with training neural networks that would, in turn, enable the company’s vehicles to behave even more like cautious and confident human drivers on the road.
Gene Munster noted that based on Elon Musk’s previous comments, it appears that Tesla has plans to make Dojo available to other automakers in the future. This should help not just Tesla but the entire auto industry transition into the self-driving era. Musk definitely seems optimistic about Dojo’s contribution to Tesla’s self-driving efforts, which have been both highly praised and criticized to date.
“Dojo is really a — it is a supercomputer optimized for neural net training. We think Dojo will be, probably in order of magnitude, more efficient on, say — not sure what the exact right metric is, but say, per frame of video, we think it will be an order of magnitude more cost efficient in hardware and in energy usage for a frame of video compared to a GPU-based solution or compared to the next best solution that we’re aware of. So then possibly that could be used by others,” Musk stated.
Beyond Automotive and Energy
Tesla already uses AI on its electric vehicles, and the company’s products like Autobidder show that artificial intelligence could also be invaluable for the energy sector. Interestingly enough, Tesla seems to be intent on expanding beyond these markets, with the company teasing more AI-based efforts in its formal invitation.
“This invite-only event will feature a keynote by Elon, hardware and software demos from Tesla engineers, test rides in Model S Plaid, and more. Attendees will be among the first to see our latest developments in supercomputing and neural network training. They’ll also get an inside look at what’s next for AI at Tesla beyond our vehicle fleet,” Tesla wrote.
Elon Musk has hinted at other “smart” products in the past. During his first appearance at the Joe Rogan Experience podcast in 2018, Musk has stated that it would be great to develop a “Tesla Smart Home” that includes an efficient HVAC system. Musk mentioned this once more in March 2020, when he noted that creating smart and energy-efficient home products would be great since Tesla is already developing a lot of the needed tech for its vehicles.
TSLA Volatility
Tesla watchers and investors would likely have to get ready for some volatility after AI Day tomorrow. While Tesla’s dedicated events such as Autonomy Day and Battery Day were filled to the brim with information, and while both events were mainly for recruitment, TSLA stock ended up dipping the day after. The day after Battery Day in September 2020, for example, TSLA shares dropped 10% as critics pounced on the 4680 cells’ timetable and the fact that the company did not show a physical cell during its event. It will not be surprising if the same thing happens on Friday after AI Day.
Tesla’s AI day is set to be held at Palo Alto, CA, on August 19, 2021, at 5 p.m. PDT. The event would likely be livestreamed as well.
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Tesla shares epic 2025 recap video, confirms start of Cybercab production
The cinematic montage, posted by the official Tesla account on X, celebrated the company’s progress in EVs, energy, and Robotaxi development.
Tesla has released an epic year-in-review video for 2025, recapping some of its major achievements from refreshed models to autonomy breakthroughs and production ramps.
The cinematic montage, posted by the official Tesla account on X, celebrated the company’s progress in EVs, energy, and Robotaxi development while looking ahead to an even bigger 2026.
Tesla’s 2025 highlights recap
Tesla has had a busy 2025, as highlighted in the recap video. The video opened with Elon Musk explaining the company’s pursuit of sustainable abundance. A number of milestones were then highlighted, such as the rollout of FSD v14, Optimus’ numerous demos, the opening of the Tesla Diner in Hollywood, LA, the completion of the world’s first autonomous car delivery, and the launch of the Robotaxi network in Austin and the San Francisco Bay Area.
Tesla also highlighted several of its accomplishments over the year. As per the company, the Model Y was the year’s best-selling vehicle globally again, and Teslas became more affordable than ever thanks to the Model 3 and Model Y Standard. Other key models were also rolled out, such as the refreshed Model S and X, as well as the new Model Y, the new Model Y Performance, and the six-seat, extended wheelbase Model Y L.
The Megablock was also unveiled during the year, and the Supercharger Network grew by 18%. Over 1 million Powerwalls were also installed during the year, and the Cybertruck became the first EV truck to get both an IIHS Top Safety Pick+ award and an NHTSA 5-Star safety rating.
Cybercab production confirmed
Interestingly enough, Tesla also confirmed in its 2025 recap video that the production of the Cybercab has started. This bodes well for the vehicle, as it could result in the vehicle really being mass-produced in the first half of 2026. Elon Musk confirmed during the 2025 Annual Shareholder Meeting that Cybercab production should earnestly start around April 2026.
Musk has also noted that the Cybercab will be Tesla’s highest-volume vehicle yet, with the company aiming for an annual production rate of about 2 million units. “If you’ve seen the design of the Cybercab line, it doesn’t look like a normal car manufacturing line,” Musk said earlier this year. “It looks like a really high-speed consumer electronics line. In fact, the line will move so fast that actually people can’t even get close to it.”
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
