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Tesla AI Day: What to expect

Credit: @DennisHongRobot/Twitter

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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. 

Credit: Whole Mars Catalog/YouTube

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. 

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“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. 

Credit: Tesla

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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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 says texting and driving capability is coming ‘in a month or two’

“In the next month or two, we’re going to look at the safety statistics, but we’re going to allow you to text and drive, essentially.”

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Credit: Tesla

Tesla CEO Elon Musk said that within the next month or two, the company will be able to open the ability for people to text and drive because its Full Self-Driving suite will be robust enough to allow drivers to take their attention away from the road.

In its current state, Tesla Full Self-Driving is a supervised driver assistance suite that requires the vehicle operator to maintain control of the vehicle and pay attention to the road surroundings.

However, the company has been aiming to release a fully autonomous version of the Full Self-Driving suite for years, teasing its future potential and aiming to release a Level 5 suite as soon as possible.

CEO Elon Musk believes the company is on the cusp of something drastic, according to what he said at yesterday’s Annual Shareholder Meeting.

One thing Musk hinted at was that the company should be able to allow those sitting in the driver’s seat of their cars to text and drive “in the next month or two,” as long as the statistics look good.

He said:

“In the next month or two, we’re going to look at the safety statistics, but we’re going to allow you to text and drive, essentially.”

The company recently transitioned to its v14 Full Self-Driving suite, which is its most robust to date, and recently expanded to Cybertruck, completing its rollout across the vehicle lineup.

Currently, Tesla is running v14.1.5, and when major improvements are made, that second number will increase, meaning v14.2 will be the next substantial improvement.

Musk said that v14.3 will be when you can “pretty much fall asleep and wake up at your destination.”

We’ve heard a considerable amount of similar statements in the past, and Tesla owners have been conditioned to take some of these timeframes with autonomous driving with a grain of salt.

However, with the upgrades in FSD over the past few months, especially with the rollout of Robotaxi in Austin, which does not utilize anyone in the driver’s seat for local roads, it does not seem as if autonomy is that far off for Tesla.

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Tesla Semi undergoes major redesign as dedicated factory preps for deliveries

The Semi has been one of the most anticipated products in the Tesla lineup due to the disruption it could cause in the trucking industry.

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Tesla put its all-electric Semi truck through quite a major redesign as its dedicated factory for the vehicle is preparing for initial deliveries to the public starting next year.

The Semi has been one of the most anticipated products in the Tesla lineup due to the disruption it could cause in the trucking industry.

It has already been in numerous pilot programs for some pretty large companies over the past couple of years, PepsiCo. being one of them, and it is moving toward first deliveries to other companies sometime in 2026.

Yesterday at the 2025 Annual Shareholder Meeting, Tesla unveiled its new Semi design, which underwent a pretty significant facelift to match the aesthetic and vibe of the other vehicles in the company’s lineup.

Additionally, Tesla announced some other improvements, including changes to efficiency, and some other changes that we did not get details on yet.

The first change was to the design of the Semi, as Tesla adopted its blade-like light bar for the Class 8 truck, similar to the one that is used on the new Model Y and the Cybertruck:

There also appear to be a handful of design changes that help with aerodynamics, as its efficiency has increased to 1.7 kWh per mile.

Tesla also said it has an increased payload capability, which will help companies to haul more goods per trip.

All of these changes come as the company’s Semi Factory, which is located on the same property as its Gigafactory in Reno, Nevada, is just finishing up. In late October, it was shown that the Semi facility is nearly complete, based on recent drone imagery from factory observer HinrichsZane on X:

Tesla Semi factory looks nearly complete

The factory will be capable of producing about 50,000 Tesla Semi units annually when it is completely ramped. The company has major plans to help get the Semi in more fleets across the United States.

Other entities are also working to develop a charging corridor for electric Class 8 trucks. The State of California was awarded $102 million to develop a charging corridor that spans from Washington to Southern California.

Another corridor is being developed that spans from Southern California to Texas, and 49 applicants won $636 million from the Department of Transportation for it.

Tesla requested funding for it, but was denied.

The Semi has been a staple in several companies’ fleets over the past few years, most notably that of Frito-Lay and PepsiCo., who have reported positive experiences thus far.

Musk said last year that the Semi had “ridiculous demand.”

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Tesla Cybercab production starts Q2 2026, Elon Musk confirms

Elon Musk highlighted that the fully autonomous vehicle will be the first Tesla designed specifically for unsupervised self-driving.

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Credit: Tesla/X

Tesla CEO Elon Musk confirmed that production of the company’s autonomous Cybercab will begin in April 2026, and its production targets will be quite ambitious. 

Speaking at Tesla’s 2025 Annual Shareholder Meeting, Musk highlighted that the fully autonomous vehicle will be the first Tesla designed specifically for unsupervised self-driving.

A robotaxi built for an autonomous world

Musk described the Cybercab as a clean-slate design optimized for autonomy, with no steering wheel, pedals, or side mirrors. “It’s very much optimized for the lowest cost per mile in an autonomous mode,” Musk said, adding that every Tesla produced in recent years already carries the hardware needed for full self-driving.

The Cybercab will be assembled at Giga Texas and will serve as the company’s flagship entry into the commercial robotaxi market. Musk emphasized that the project represents Tesla’s next evolutionary step in combining vehicle manufacturing, artificial intelligence, and mobility services.

One Cybercab every ten seconds

Musk reiterated that the Cybercab’s production process is more closely modeled on consumer electronics assembly than on traditional automotive manufacturing. This should pave the way for outputs that far exceed conventional automotive products.

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“That production is happening right here in this factory, and we’ll be starting production in April next year. The manufacturing system is unlike any other car. The manufacturing system of the Cybercab, it’s closer to a high volume consumer electronics device than it is a car manufacturing line. So the net result is that I think we should be able to achieve, I think, ultimately, less than a 10-second cycle time, basically a unit every 10 seconds.

“What that would mean is you could get on a line that would normally produce, say, 500,000 cars a year at a one minute cycle time, Model Y. This would be maybe as much as 2 million or 3 million, maybe ultimately it’s theoretically possible to achieve a 5 million unit production line if you can get to the 5-second cycle time,” the CEO said.

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