Tesla cars will be smarter than humans by 2033, according to a new study by car and van leasing company, Vanarama. Vanarama performed an analysis of the processing power of Tesla’s microchips to forecast how many years it will take to be on par with the human brain.
The study looked into the processing power of Tesla’s “own AI brain” and compared it with its predecessors and the human brain. Some of the key findings include:
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Tesla’s microchips will top the human brain (one quadrillion operations per second) in only 11 years (10.94), by 2033.
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Tesla’s microchip capability is increasing at a rate of 486% per year.
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Tesla would take 17 years to reach the level of a mature human brain – eight years quicker than we manage (25 years for human brain maturity).
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Tesla’s D1 chip is 30 times more powerful than the chip they used only six years ago.
Vanarama found that Tesla’s microchip capability is increasing at a rate of 486% per year. The first chip it looked at was a 2016 NVIDIA component that managed 12 trillion operations per second, which is the measure of a computer’s processing power. Tesla’s latest D1 chip managed 362 trillion.
“At that rate, Tesla’s self-driving AI chip will top the human brain (one quadrillion operations per second) in only 11 years (10.94), by 2033,” Vanaram noted.
The company further explained that if you were to look at the growth rate from the first NVIDIA chip it analyzed, it shows that Tesla would take 17 years to reach the level of a mature human brain. This is eight years faster than humans reach brain maturity which is typically 25 years of age.
Tesla D1 chip 3X more powerful than a chip they used 6 years ago
Tesla’s D1 chip was unveiled during AI Day last year and was designed for the Dojo supercomputer. Tesla recently shared a fresh look at the microarchitecture of the Dojo supercomputer when it gave a presentation in New Orleans.
This year, Tesla will hold another AI Day event and it’s expected to release the new D1 chip and other interesting things such as a working prototype of the Optimus Bot. Vanarama took note of the D1 chip’s processing power and said that it was a “considerable increase in computing intelligence from the previous chip, Hardwar 3, which performed 144 trillion operations per second in 2019. Before that, it was the Hardware 2 on 72 trillion, and the Nvidia chip on 12 trillion.”
-->The Dojo ExaPOD supercomputer will use a total of 24 D1 chips which will make the system capable of just over one quintillion operations per second. For perspective, that number is written out as 1,086,000,000,000,000,000.
A glimpse of the future for AI chips
Take a look at the graphic above. Comparing the processing power of Tesla’s microchips. Vanarama said that in the time it has taken one to read it, Tesla’s microchips would have completed up to 7.6 quadrillion operations each.
“It wouldn’t be crazy to believe that tech will become significantly smarter than humans in our lifetime. Microchips are currently capable of working the way brain synapses do, with researchers developing chips that are inspired by the way the brain operates.”
You can learn more about Vanarama’s research here.
Note: Johnna is a Tesla shareholder and supports its mission.
-->Your feedback is important. If you have any comments, or concerns, or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter @JohnnaCrider1
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Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
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Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
