News
Tesla’s in-house Dojo chip teased by legendary engineer ahead of AI Day
Ahead of Tesla’s AI Day scheduled for August 19th, legendary mechanical engineer Dennis Hong has teased a picture of what could be Tesla’s Dojo Chip. While Dojo is a Supercomputer that Tesla Head of Autonomy Andrej Karpathy released photographs of recently, Dojo uses an in-house chip, according to Elon Musk, along with a computer architecture optimized for Neural Net Training.
Hong, who has been a professor at the University of California, Los Angeles Samueli School of Engineering for several years, has an interest in robotic platforms, autonomous vehicles, and machine design. Interestingly, in 2011, Hong presented a TED Talk about the possibilities of making a car for blind people. During the presentation, Hong told attendees about the DARPA Urban Challenge, where he and his team of engineers developed a fully autonomous car that would automatically reach its destination without intervention. In 2007, when the Urban Challenge was completed, Hong and Co. placed third in the competition, taking home a cool $500,000 prize to continue developing self-driving techniques, among other things.
Hong dished out some added anticipation to Tesla’s AI Day event by sending out a picture of what is likely the in-house chip that Musk talked about in September 2020. “Dojo uses our own chips,” Musk said. Unlike most automakers, Tesla aims to develop most of its software and hardware in-house, especially when it comes to its autonomy projects. While Hong was unwilling to confirm or deny what his professional relationship with Tesla is, his expertise could likely have contributed to the development of Dojo and the autonomous driving project that the company has worked on for years.
#Tesla #AI day
August 19, 2021
Palo Alto, CA
5 p.m. PDT pic.twitter.com/4zsP9cVxh5— Dennis Hong (@DennisHongRobot) August 3, 2021
Tesla has been developing its own chips since 2016, led by Jim Keller. Ultimately, Tesla wanted to design chips in-house so it knew all of the components and could likely sell the chip to other manufacturers later on. In 2019 at Autonomy Day, it unveiled Hardware 3.0, a chip that Elon Musk said was “objectively the best chip in the world.” Earlier this year, it was rumored that Tesla was working with Samsung to develop a new 5nm semiconductor chip that would assist with autonomous driving software.
Dojo is undoubtedly being developed in-house, but that does not mean Tesla will not attempt to gain the expertise and experience of some of the world’s most intelligent and accomplished engineers. With at least 14 years of experience in the field of self-driving cars, Hong may be the perfect candidate to help Tesla perfect and unveil the future of autonomous driving later this month. At AI Day, it is unknown what will be talked about or released as of right now, but there is obvious speculation that details regarding Tesla’s long-awaited Dojo could be released.
After announcing Dojo last year, Musk and Co. have remained relatively quiet regarding its development, but the company has continuously released updates to its Full Self-Driving Beta suite. Musk says updates will come “every 2 weeks on Friday” at midnight Pacific Standard Time.
Despite Tesla’s development and incremental improvements with nearly every software update, it is nowhere near completed. Instead, the strategy was to transition Tesla’s entire FSD strategy from what Musk called ~2.5D to 4D. Essentially, Musk wanted to transition the FSD Neural Network to a video format. Adding timestamps for more accuracy, the complexity of Dojo is likely something that will not only improve the accuracy of Tesla’s vehicles when FSD and Autopilot are operational, but it also will increase performance at a more drastic rate due to the increased rate of data capture. The massive amount of data that Dojo will comprehend requires one of the world’s strongest and most robust computer systems.
While Tesla hinted toward the release of Dojo late last year, it will not be ready until late 2021 at the earliest. It is unknown if Tesla will unveil Dojo at the event or give a simple progress update.
News
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
The suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years.
The update, disclosed in Tesla’s Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Dry cathode 4680 cells
In its Q4 and FY 2025 update letter, Tesla stated that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process. The confirmation addresses long-standing questions around whether Tesla could bring its dry cathode process into sustained production.
The disclosure was highlighted on X by Bonne Eggleston, Tesla’s Vice President of 4680 batteries, who wrote that “both electrodes use our dry process.”
Tesla first introduced the dry-electrode concept during its Battery Day presentation in 2020, pitching it as a way to simplify production, reduce factory footprint, lower costs, and improve energy density. While Tesla has been producing 4680 cells for some time, the company had previously relied on more conventional approaches for parts of the process, leading to questions about whether a full dry-electrode process could even be achieved.
4680 packs for Model Y
Tesla also revealed in its Q4 and FY 2025 Update Letter that it has begun producing battery packs for certain Model Y vehicles using its in-house 4680 cells. As per Tesla:
“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks.”
The timing is notable. With Tesla preparing to wind down Model S and Model X production, the Model Y and Model 3 are expected to account for an even larger share of the company’s vehicle output. Ensuring that the Model Y can be equipped with domestically produced 4680 battery packs gives Tesla greater flexibility to maintain production volumes in the United States, even as global battery supply chains face increasing complexity.
Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
Tesla Giga Texas to feature massive Optimus V4 production line
