News
Tesla Autopilot and artificial intelligence: The unfair advantage
Serial tech entrepreneur and Tesla CEO Elon Musk has had a longstanding fear of artificial intelligence, but his company’s investments in artificial intelligence have been noted as an attempt to keep track of developments in the field of AI. In an interview for Vanity Fair in April 2017, he outright expressed his concerns with AI and claimed that one of the reasons for the development of SpaceX was that it could be an interplanetary escape route for humanity if artificial intelligence goes rogue. However, even Musk realizes the importance of AI in real-world applications, specifically for self-driving cars. At the end of June, Musk hired Andrej Karpathy as the new Director of Artificial Intelligence at Tesla, and MIT Technology Review claims it is the start of a plan to rethink automated driving at Tesla.
Karpathy comes from OpenAI, a non-profit company founded by Musk that focuses on “discovering and enacting the path to safe artificial general intelligence.” Afterwards, he moved on to intern at DeepMind, a place that spotlighted reinforcement learning with AI. Karpathy’s previous research focuses are on image understanding and recognition, which directly translates into applying proven image recognitions algorithms in Tesla’s Autopilot.
Recently, the popular question of morality was brought up in context to AI learning in Autopilot cars. It’s very interesting to consider how to teach technology to respond to an innately human moral problem. The Moral Machine, hosted by Massachusetts Institute of Technology, is a platform built to “gather human perspectives on moral decisions made by machine intelligence, such as self-driving cars.” It questions how the machine would act in human decisions such as whether to crash the driver or keep driving into a pedestrian that is crossing the street where there are no traffic regulators. How exactly do you teach a logical machine the mechanisms of ethical decision-making?
Although Musk and Tesla are the leaders in the self-driving field, a number of other companies are also entering into the competition sphere. Google, Uber, and Intel’s Mobileye have all been considering the application of reinforcement learning in the context of self-driving cars. Uber, Waymo, GM (Cruise Automation), Mobileye (camera supplier), Mercedes and Velodyne (LiDAR Supplier) could be potential competitors in the realm of self-driving vehicles. However, most of the technology does not encompass full self-driving, which is Musk’s aim. While other companies are investing heavily in autonomous fleets, Tesla far outpaces them in terms of data collection and release of finished product.
What are the differentiators for Tesla in the growing field of AI directed driverless cars?
Historically, Musk has focused on “narrow AI” which can enable the car to make decisions without driver interference. The vehicles would increasingly rely on radar as well as ultrasonic technology for sensing and data-gathering to form the basis for Tesla’s Autopilot algorithms. A technology that isn’t derived from LiDAR, the combination of radar and camera system said to outperform LiDAR especially in adverse weather conditions such as fog.
With the introduction of Autopilot 2.0 and Tesla’s “Vision” system, and billions of miles real-world driving data collected by Model S and Model X drivers, Tesla continues to create a detailed 3D map of the world that has increasingly finer resolution as more vehicles are purchased, delivered and placed onto roadways. The addition of GPS allows Tesla to put together a visual driving map for AI vehicles to follow, paving the path for newer and more advanced vehicles.
The addition of Karpathy will be a notable asset for Tesla’s Autopilot team. In specific, the team will be able to apply Karpathy’s deep knowledge of reinforcement learning systems. Reinforcement learning for AI is similar to teaching animals via repetition of a behavior until a positive outcome is yielded. This type of machine learning will allow Tesla Autopilot to navigate complex and challenging scenarios. For example, AI will allow cars to determine in real-time how to navigate a four-way stop, a busy intersection or other difficult situations present on city streets. By making cars smarter with the way they navigate drivers, Tesla will put itself ahead of the curve with a fully-thinking, fully self-driving car.
Tesla is expected to demonstrate a fully autonomous cross-country drive from California to New York by the end of this year as a showcase for its upcoming Full Self-driving Capability. If you’re buying a Tesla Model 3, or an existing Model S or Model X owner, just know that you’re contributing to a self-driving future, mile by mile.
Elon Musk
Grok Bot users hit with weekly limits early, Elon Musk explains what happened
Elon Musk said weeks ago during SpaceX’s third-quarter earnings call that the company’s Grok Bot, its autonomous AI Agent platform, was showing “the fastest growth of a product” that he’d ever seen in his life.
Now, SpaceXSI is scaling back Grok Bot users’ weekly limits, much to the surprise of those who have relied on it to take away monotonous tasks in their lives.
Elon Musk’s terse November 1 reply on X captured a sharp tension in the early days of agentic AI. Responding to a user who asked for a Grok Bot usage reset after hitting 100 percent with four days still left on the weekly cycle, Musk wrote: “The cost of serving Grok Bot was unsustainably high relative to revenue.”
@DogecoinNorway The cost of serving Grok Bot was unsustainably high relative to revenue
— Elon Musk (@elonmusk) November 1, 2026
The post arrived amid a wave of similar complaints from paying subscribers whose meters had jumped unexpectedly toward or to the limit, sometimes overnight and with little corresponding activity. It also stood in clear contrast to statements Musk had made only days and weeks earlier.
On the SpaceX third-quarter earnings call in mid-to-late October, Musk had described Grok Bot in almost the opposite terms. He called it “the fastest growth of a product that I’ve ever seen in my life” and said he had “never seen anything grow this fast.”
Company figures put paid weekly users at roughly 800,000 earlier in the month, more than doubling over the prior period. Daily active users had climbed from under 100,000 in early September to over 600,000 by late October.
Musk emphasized that the product has no free tier and that users appear to be getting real value beyond what they pay. In other remarks, he noted that usage per user was rising rather than declining, the opposite of the usual decay pattern for new software.
Grok Bot, launched around August, functions as an always-available agent with its own persistent cloud computer; it can schedule, research, shop, browse, and execute multi-step workflows even after the user steps away. Access is bundled into X subscription tiers (roughly $30, $100, and $200 per month) and certain Cursor plans, drawing from shared weekly usage pools whose exact sizes have not been publicly detailed.
The economics of that model are what Musk’s November 1 post put in the spotlight. Agentic systems burn far more compute than ordinary chatbot exchanges. Each task can trigger repeated model calls, tool use, web actions, and sustained background work.
When growth is as rapid as Musk celebrated, the absolute compute bill scales quickly even if average revenue per user stays fixed under flat monthly subscriptions. Industry observers noted the opportunity cost as well: the same GPUs can be rented to other AI labs at higher rates.
A simple back-of-the-envelope comparison circulating after the post illustrated the gap: if every reported daily user paid the top tier, annualized subscription revenue would still be modest relative to the scale of compute infrastructure SpaceX is building and leasing to companies like Anthropic.
Some users also reported possible dashboard anomalies around the same period, though Musk’s framing treated the underlying cost-revenue imbalance as the core issue rather than a pure metering glitch.
The juxtaposition is the core of this exchange. Within roughly two weeks of publicly framing Grok Bot as an unprecedented success with strong unit economics and no free tier, Musk acknowledged that serving the same product had become unsustainable relative to the revenue it generates.
For the broader industry, the episode underscores a structural challenge of the agent era: demand is real and growing faster than many expected, yet the cost of fulfilling that demand through always-on, multi-step agents can outrun subscription pricing before companies can adjust limits, introduce metered billing, or raise prices.
Musk’s reply did not promise an immediate reset or higher allowances; it simply stated the constraint. In doing so, it supplied a rare, explicit public data point on the unit economics of a high-profile AI agent just as adoption numbers were still being celebrated as the fastest in Musk’s experience.
The tension between rapid, paid growth and the compute required to deliver it is now on the record.
News
Tesla owners who tap Emergency Drive Away for fun are in for a surprise
Tapping Activate on Tesla’s Emergency Drive Away reportedly triggers a $539 service bill without moving.
Tesla owners who press Activate on Emergency Drive Away may be on the hook for a service bill even if their car never leaves the Supercharger stall.
Yaro, who posts about Tesla service cases on X as @Tutrifour, said a customer called after tapping Activate while still plugged into a Supercharger. The owner was about to pull away, remembered the cable was still connected and stopped. The car never moved, but the touchscreen showed a red alert reading “Emergency Drive Away has been activated” with “Service is required” underneath. A Service Mode screenshot showed the active alert BMS_a228_EmergencyDriveAwayServiceRequired, which Yaro said only Tesla Service can clear.
Here is a lesson to Tesla owners. Don’t press Activate on the new Emergency Drive Away feature on your Tesla because service charges $539 to inspect the charge port and to clear the alert. Yes, even if you didn’t move the car an inch. https://t.co/NZJENw4SQv
— Yaro (@Tutrifour) October 30, 2026
The cost of clearing it was the bigger surprise. “Don’t press Activate on the new Emergency Drive Away feature on your Tesla because service charges $539 to inspect the charge port and to clear the alert. Yes, even if you didn’t move the car an inch,” Yaro wrote. The $539 figure comes from that single case, and Tesla has not published a set price for the inspection or commented on the post. Yaro also noted that the car would still charge with the alert on screen.
Tesla launched Emergency Drive Away on October 1 with software update 2026.38.3, letting drivers pull away from a U.S. Supercharger with the cable still attached, as Teslarati reported. To use it, a driver shifts into Drive while connected, holds the brake and taps Activate. The prompt warns that driving with the cable connected will damage the vehicle and the Supercharger, and that short camera recordings will be shared with Tesla.
Tesla Charging has been clear about what follows a real activation. Repairs to a Supercharger stall can run up to $25,000 depending on the site, a service visit for the car’s charge port is mandatory, and deliberate misuse “will invoke additional penalties.” What the company had not spelled out is that the service requirement is triggered the moment Activate is pressed, not the moment the cable breaks away.
From an engineering standpoint, that is the cautious choice. Once Activate is pressed, the car cannot be sure the charge port latch was not stressed, so flagging it for inspection removes the guesswork. It also means the button carries a price on its own, which is a stronger deterrent against casual use than any warning screen.
Customer called because they have an active alert after tapping ACTIVATE on the new Emergency Drive Away feature. They didn’t actually drive away but were about to until they “remembered” they had the charge cable connected.
This alert can only be cleared by Tesla Service. https://t.co/SkHyJJPFwU
— Yaro (@Tutrifour) October 28, 2026
The report follows the feature’s first known real world use, when a driver in Austin during F1 weekend appeared to trigger it by accident and dragged the Supercharger cable along with the car. The Reddit user who filmed it said the driver seemed to have only half read the prompts.
For owners, the takeaway is to treat the red prompt as a stop sign. If it appears after shifting out of Park by mistake, shift back and unplug the normal way from the touchscreen, the Tesla app or the button on the charge handle. Activate is meant for moments when staying at the stall is the bigger risk, and Tesla is now pricing it that way.
Elon Musk
Elon Musk calls Earth’s data centers “peanuts” next to what SpaceX is planning in orbit
Elon Musk says SpaceX capex efficiency is underestimated as orbital data centers loom by 2028.
Elon Musk is pushing back on one of the biggest worries hanging over SpaceX stock. In a reply on X on Sunday, Musk said the company’s capital expenditure efficiency is severely underestimated. He was responding to a Milk Road Stocks post citing analyst Kyle Reidhead, who estimates SpaceX will need to spend roughly $470 billion over the next five quarters.
Reidhead built that figure around the target SpaceX set on its third quarter earnings call: 13 gigawatts or more of compute by the end of 2027. In his breakdown, Nvidia captures 83 to 89 percent of the spending. SpaceX ended the quarter with 1.7 GW of nameplate compute and guided to $35 billion to $40 billion in fourth quarter capex, as Teslarati reported.
Musk did not attach a number to his claim, but the earnings call shows the argument. CFO Bret Johnsen said new compute currently pays for itself in under a year at today’s pricing, and Musk said that window could shrink to six months next year. Using that pace, Reidhead argues about $230 billion of the $470 billion could come from operating cash flow and about $60 billion from SpaceX’s roughly $90 billion cash pile, leaving around $180 billion to borrow. Musk confirmed last week that SpaceX had already closed a new $40 billion debt raise to buy GPUs.
The ground buildout is not the end goal. It is what is meant to pay for the move to orbit. Replying on Friday to charts built from Sequoia partner Shaun Maguire’s SpaceX model, Musk wrote that “Terrestrial compute will be peanuts compared to orbital compute,” adding that orbital compute deployed per month “probably exceeds terrestrial around the end of 2028 and then far exceeds it in 2029.”
Maguire’s model shows how steep that path is. It has capex climbing from $88 billion this year to $290 billion in 2027 and $369 billion in 2028, with SpaceX burning $77.8 billion in cash this year and $122.6 billion next year before turning $114.9 billion cash positive in 2028. Musk’s response to the model was, “I think we can do better.”
The orbital half runs through Starmind. SpaceX plans to operate up to 1 million AI satellites flying in clusters of about 10, linked by roughly 10 terabits of bandwidth, with deployment of thousands of units starting as soon as late 2027 out of its Gigasat factory in Bastrop, Texas, according to SpaceX’s space safety page. Musk has said each Starmind spacecraft will carry more than 250 kW of solar power.
Getting there depends on launch volume. Maguire’s model assumes 250 Starship flights in 2028, up from two this year and 38 next year. The nearer test is financial: SpaceX guided to $33 billion to $37 billion in first quarter 2027 revenue, more than double the $14.58 billion it booked in Q3, and Musk reposted that guidance again on Sunday morning.

