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Tesla’s applications for Dojo in FSD, Optimus and potentially more

Credit: Tesla

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Much excitement surrounding Tesla’s Dojo supercomputing cluster has been swirling in recent months since the system went online, and the automaker already expects it to be one of the world’s most powerful supercomputers by early next year. But one reporter recently noted that Dojo could someday have additional uses beyond processing vast amounts of data for Tesla’s Full Self-Driving (FSD) system and humanoid robot.

Dojo can process millions of terabytes of video data per second from the company’s vehicles, training its neural network at an incredible rate. The company has said that the video foundation models input to Dojo would effectively serve as the brain of its vehicles and its Optimus robot.

In a recent video segment about how Dojo is expected to revolutionize self-driving, however, Yahoo Finance reporter Pras Subramanian also talked about the supercomputing cluster’s potential applications beyond FSD and Optimus.

The short discussion, hosted by Seana Smith, details how the Dojo system will use Tesla’s AI model to train FSD. However, Subramanian also says the supercomputer could someday be used for vessels other than cars, including motorcycles, bicycles and boats. The conversation also touched on how Dojo works, the complexity of training AI to handle roads and Ford and Volkswagen’s decision to end Argo AI operations, among other topics.

You can watch a short clip from the video segment below or see the full conversation here.

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As for cars, Musk has previously talked about the potential of using Dojo to perform traffic control simply with the system’s inputs for things like accidents, potholes, road closures or other data that would be useful for a Tesla to access in real-time. Musk said in June that Dojo had been “online and running useful tasks for a few months,” helping out with production workloads and spurring on the current round of excitement surrounding the computing cluster.

In June, Tesla posted about Dojo on X, detailing how its neural networks were already being accessed in its cars and adding that the company is “building the foundation models for autonomous robots.” Below is an excerpt from the thread:

“Our multi-modal neural networks are already in customer vehicles—these networks take in arbitrary modalities such as camera videos, maps, navigation, IMU (Inertial Measurement Unit), GPS etc.

Tasks such as Occupancy prediction are already quite general in what they represent—in some ways, they are ontology-free & simply predict the probability that some 3D position is occupied.

Such occupancy can be used for collision avoidance by any robot.

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All of this is enabled by fleet scale auto-labelling. By using video data from multiple trips in the same location, we can reconstruct the entire scene

In addition, we’re building off state-of-the-art generative modeling techniques—enabling us to predict possible outcomes given past observations, in a jointly consistent manner across multiple camera views”

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In 2021, Musk said that Dojo could likely someday reduce traffic fatalities by 90 percent and eventually it may be able to reduce them by more than 99 percent.

Last month, a report showed that Tesla had doubled its order of D1 Dojo chips for next year from Taiwan Semiconductor Manufacturing Company (TSMC), now totaling 10,000 units. According to the report, the company also plans to increase its order in 2025. Morgan Stanley also said last month that Dojo could add $500 billion to Tesla’s enterprise value.

Tesla Dojo trade secrets lawsuit officially settles out of court

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.

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Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Cybertruck

Tesla Cybertruck is getting a big security upgrade

“Cybertruck was not 100% carryover in execution like S3XY, so it required work.”

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Credit: Tesla

Tesla confirmed today that a massive Cybertruck security feature is on the way soon, and it is one that owners have been asking about for a long time.

Like all Teslas, Cybertruck has the excellent security feature known as “Sentry Mode.” The feature essentially turns your Tesla into a moving security camera, recording any event that happens nearby.

It has been used to solve crimes such as vandalism and burglary, and even used by police departments to solve other, high-profile crimes.

Tesla quietly added this extra Sentry Mode feature to deter vandals

However, Cybertruck has been missing one key feature of Sentry Mode: the use of the B-Pillar camera has not been enabled, leaving one of the most vandalized and targeted vehicles in the United States with a weakness.

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One person who has been vocal about it is Tesla Cybertruck enthusiast Greggertruck, who has been pushing for answers for months. He finally got his answer from Cybertruck Vehicle Program Manager Siddhant Awasthi:

“It will come soon! Cybertruck was not 100% carryover in execution like SX3Y so it required work. Team has finished work on this and just need to make sure it’s validated and runs reliably (which it should for its feature).”

It sounds as if Tesla’s issue was something they similarly experienced when deploying Full Self-Driving to Cybertruck. The other four Tesla vehicles were able to use FSD because they’re all relatively similar in ride height and overall functionality. They share tons of similarities.

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Cybertruck did not get FSD right away because Tesla still had to work on the differences between it and the other cars in the lineup. As Awasthi said, “Cybertruck was not 100% carryover in execution like S3XY, so it required work.”

Tesla Cybertruck FSD release expected for Sept, Park Assist to come first

It sounds as if Tesla is close to resolving some of the more intricate details of adding the functionality, and it was just a matter of time before it figured out the issue.

The release of the B-Pillar camera being active during Sentry Mode events on Cybertruck will likely come in a software update in the coming weeks.

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Investor's Corner

Tesla investors may be in for a big surprise

All signs point toward a strong quarter for Tesla in terms of deliveries. Investors could be in for a surprise.

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(Credit: Tesla)

Tesla investors have plenty of things to be ecstatic about, considering the company’s confidence in autonomy, AI, robotics, cars, and energy. However, many of them may be in for a big surprise as the end of the $7,500 EV tax credit nears. On September 30, it will be gone for good.

This has put some skepticism in the minds of some investors: the lack of a $7,500 discount for buying a clean energy vehicle may deter many people from affording Tesla’s industry-leading EVs.

Tesla warns consumers of huge, time-sensitive change coming soon

The focus on quarterly deliveries, while potentially waning in terms of importance to the future, is still a big indicator of demand, at least as of now. Of course, there are other factors, most of them economic.

The big push to make the most of the final quarter of the EV tax credit is evident, as Tesla is reminding consumers on social media platforms and through email communications that the $7,500 discount will not be here forever. It will be gone sooner rather than later.

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It appears the push to maximize sales this quarter before having to assess how much they will be impacted by the tax credit’s removal is working.

Delivery Wait Time Increases

Wait times for Tesla vehicles are increasing due to what appears to be increased demand for the company’s vehicles. Recently, Model Y delivery wait times were increased from 1-3 weeks to 4-6 weeks.

This puts extra pressure on consumers to pull the trigger on an order, as delivery must be completed by the cutoff date of September 30.

Delivery wait times may have gone up due to an increase in demand as consumers push to make a purchase before losing that $7,500 discount.

More People are Ordering

A post on X by notable Tesla influencer Sawyer Merritt anecdotally shows he has been receiving more DMs than normal from people stating that they’re ordering vehicles before the end of the tax credit:

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It’s not necessarily a confirmation of more orders, but it could be an indication that things are certainly looking that way.

Why Investors Could Be Surprised

Tesla investors could see some positive movement in stock price following the release of the Q3 delivery report, especially if all signs point to increased demand this quarter.

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We reported previously that this could end up being a very strong rebounding quarter for Tesla, with so many people taking advantage of the tax credit.

Whether the delivery figures will be higher than normal remains to be seen. But all indications seem to point to Q3 being a very strong quarter for Tesla.

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Elon Musk

Tesla bear Guggenheim sees nearly 50% drop off in stock price in new note

Tesla bear Guggenheim does not see any upside in Robotaxi.

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tesla showroom
Credit: Tesla

Tesla bear Guggenheim is still among the biggest non-believers in the company’s overall mission and its devotion to solving self-driving.

In a new note to investors on Thursday, analyst Ronald Jewsikow reiterated his price target of $175, a nearly 50 percent drop off, with a ‘Sell’ rating, all based on skepticism regarding Tesla’s execution of the Robotaxi platform.

A few days ago, Tesla CEO Elon Musk said the company’s Robotaxi platform would open to the public in September, offering driverless rides to anyone in the Austin area within its geofence, which is roughly 90 square miles large.

Tesla CEO Elon Musk confirms Robotaxi is opening to the public: here’s when

However, Jewsikow’s skepticism regarding this timeline has to do with what’s going on inside of the vehicles. The analyst was willing to give props to Robotaxi, saying that Musk’s estimation of a September public launch would be a “key step” in offering the service to a broader population.

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Where Jewsikow’s real issue lies is with Tesla’s lack of transparency on the Safety Monitors, and how bulls are willing to overlook their importance.

Much of this bullish mentality comes from the fact that the Monitors are not sitting in the driver’s seat, and they don’t have anything to do with the overall operation of the vehicle.

Musk also said last month that reducing Safety Monitors could come “in a month or two.”

Instead, they’re just there to make sure everything runs smoothly.

Jewsikow said:

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“While safety drivers will remain, and no timeline has been provided for their removal, bulls have been willing to overlook the optics of safety drivers in TSLA vehicles, and we see no reason why that would change now.”

He also commented on Musk’s recent indication that Tesla was working on a 10x parameter count that could help make Full Self-Driving even more accurate. It could be one of the pieces to Tesla solving autonomy.

Jewsikow added:

“Perhaps most importantly for investors bullish on TSLA for the fleet of potential FSD-enabled vehicles today, the 10x higher parameter count will be able to run on the current generation of FSD hardware and inference compute.”

Elon Musk teases crazy new Tesla FSD model: here’s when it’s coming

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Tesla shares are down just about 2 percent today, trading at $332.47.

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