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.
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.
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”
These imagined futures can be action-conditioned to produce different outcomes.
For example, the videos below are generated entirely by the neural network by simply using different prompts pic.twitter.com/ZuJEYcLuZK
— Tesla AI (@Tesla_AI) June 21, 2023
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.
Elon Musk
California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid
California passed a $135 million EV incentive that rewards Rivian and Lucid while sidelining Tesla
California just drew a line in the EV incentive sand to put Tesla on the wrong side of it. The state recently passed a $135 million program offering first-time electric vehicle buyers a direct incentive with no application required, but the rules were written in a way that leaves Tesla at a structural disadvantage compared to Rivian and Lucid.
The program caps eligible vehicles at $50,000 for new EVs and $25,000 for used ones. That pricing threshold rules out a significant portion of Tesla’s lineup, though some lower-priced Model 3 and Model Y configurations would still qualify. California-based automakers are exempt from the price cap entirely, regardless of what their vehicles cost. Rivian, headquartered in Irvine, and Lucid, based in the San Francisco Bay Area, both benefit from that exemption. Rivian’s R2 starts at roughly $45,000 but has versions above the cap. Lucid’s Air and Gravity start at $70,990 and $79,990 respectively, well above any threshold a non-California company would face.
California hits Tesla Cybercab and Robotaxi driverless cars with new law
Tesla built its reputation and a significant portion of its early market share in California, where EV adoption has consistently led the nation. The company operates its original factory in Fremont, California, and the state was home to Tesla’s headquarters for most of its existence. That changed in 2021 when Tesla moved its corporate headquarters to Austin, Texas. Since then, the relationship between the company and California Governor Gavin Newsom has been openly adversarial, with Musk and Newsom trading public criticism on multiple occasions.
California’s EV incentive landscape has shifted repeatedly in recent years, and Tesla has previously lost eligibility for state-level programs as its vehicles exceeded income-adjusted price thresholds. The federal $7,500 EV tax credit, which Tesla models have qualified for and lost depending on policy cycles, is no longer available after it expired without renewal, making state-level programs more meaningful to buyers than they have been in years.
The practical impact for buyers is more nuanced than the headline suggests. California residents purchasing a Tesla under $50,000 for the first time can still access the incentive. But the exemption written for California-based manufacturers is a structural advantage that rewards where a company plants its headquarters flag rather than where it builds its products, and Tesla moved that flag to Texas.
Elon Musk
SpaceX’s newest logo confirms everything about what it’s become
SpaceX officially absorbed xAI under the SpaceXAI brand, completing the largest private merger in history.
SpaceX made its corporate transformation official in May 2026 when Elon Musk posted on X that xAI would cease to exist as a standalone company. “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX,” he wrote.
A new SpaceXAI logo was announced today, visually embedding the xAI letters inside the SpaceX identity, which can be seen as a deliberate design choice that signals the merger is not a partnership but a full absorption and XAi a core function of the same company. The same way Starlink is not a separate brand but a SpaceX product. The announcement closed the loop on a process that began February 2, 2026, when SpaceX acquired xAI in the largest private merger in history, valued at $1.25 trillion. SpaceX at $1 trillion and xAI at $250 billion.
We are now @SpaceXAI. pic.twitter.com/ema66xDWC9
— SpaceXAI (@SpaceXAI) July 6, 2026
The reason SpaceX bought xAI was stated plainly by Musk at the time of the deal: to build orbital data centers. SpaceX had simultaneously filed with the FCC to launch up to one million satellites designed to function as AI compute nodes in low Earth orbit, escaping what Musk described as the energy constraints limiting AI development on Earth.
xAI provided the AI software stack, with Grok, the X platform, and the Colossus supercomputer infrastructure in Memphis with over 220,000 NVIDIA GPUs, while SpaceX provided the rockets, Starlink, and the capital base to fund it. The two companies needed each other. xAI was burning $2.5 billion in losses on $250 million in revenue. SpaceX was generating an estimated $8 billion in profit on $15 billion in revenue and needed an AI narrative to command the valuation it was targeting for its IPO.
What SpaceX has done, regardless of how the orbital AI vision ultimately plays out, is walk into a public market as something no company has been before: a rocket manufacturer, satellite internet provider, AI software company, social media platform, and supercomputer operator under one ticker. Whether that combination is worth $2 trillion depends entirely on which of those businesses you believe in most.
Tesla brought its innovative Cybercab robotaxi to the National Federation of the Blind (NFB) Annual Convention in Austin, Texas, on July 3 at the JW Marriott Austin.
The hands-on demonstration highlighted the vehicle’s thoughtful design for blind and visually impaired users, underscoring Tesla’s commitment to inclusive autonomous mobility. Attendees, many using white canes or accompanied by service dogs, experienced the steering-wheel-free Cybercab firsthand.
Cybercab at the National Federation of the Blind’s Annual Convention in Austin for a hands-on experience of its accessibility features for blind or visually impaired customers⁰⁰For example:⁰– Braille lettering on physical controls
– Space for service animals & assistive… pic.twitter.com/8wrJcDHkw7— Tesla Robotaxi (@robotaxi) July 6, 2026
The showcase emphasized practical features tailored to the needs of the blind community. Braille lettering appears on physical controls, including door releases and emergency buttons, allowing users to navigate interfaces independently through touch. Generous interior space accommodates service animals and assistive devices such as canes, guide dogs, or mobility aids without compromising comfort.
Wheelchair-height seating facilitates easier transfers for users with additional mobility challenges. Photos from the event captured blind attendees approaching the vehicle confidently, service dogs relaxing inside, and hands exploring Braille-equipped handles.
Tesla Robotaxi’s official account detailed these elements, noting the Cybercab’s focus on accessibility, especially noting the Braille lettering and additional space for service animals.
How Tesla Will Transform Mobility for the Blind
Autonomous vehicles like the Cybercab promise revolutionary independence for the roughly 2.2 million visually impaired Americans. Traditional barriers—reliance on sighted drivers, costly paratransit, or limited public transit—often restrict spontaneous travel. Tesla Full Self-Driving aims to eliminate the need for a human operator, enabling on-demand, door-to-door rides via simple app hailing with voice guidance.
Users gain freedom to work, socialize, shop, or attend events anytime without scheduling hassles or safety concerns. This reduces isolation, boosts employment opportunities, and enhances quality of life, turning mobility from a dependency into true personal autonomy.
The NFB demonstration not only gathered valuable feedback but also generated excitement about a future where technology levels the playing field. By prioritizing inclusive design, Tesla advances a vision of transportation that serves everyone, potentially reshaping daily life for blind individuals and setting a standard for the autonomous industry.
As Cybercab deployment scales, these accessibility innovations could mark a significant step toward equitable mobility.
California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid
SpaceX’s newest logo confirms everything about what it’s become
