Tesla’s Senior Director of Artificial Intelligence, Andrej Karpathy, detailed the automaker’s self-driving Supercomputer that will era in Dojo. Dojo is Tesla’s 4-dimensional Autopilot training program and was first discussed in 2020 by CEO Elon Musk. Karpathy gave a 40-minute presentation regarding Autonomous Vehicles at the 2021 Conference on Computer Vision and Pattern Recognition (CVPR 2021).
Tesla has been working on its self-driving program for several years, and through that time, it has trained its Autopilot and Full Self-Driving suite by using a Neural Network to make it more accurate and robust in its movement. As a result, Tesla has established itself as one of the companies with the most robust semi-autonomous driving programs globally.
Despite this, Tesla continues to make strides to improve it even further. This started back in August 2020, when CEO Elon Musk detailed Dojo, a 4-dimensional training program that will process monumental volumes of video data. This aligns with Tesla’s recent decision to adopt a Vision-only approach in its vehicles, ditching radar in the Model 3 and Model Y.
Musk said:
“Tesla is developing a NN training computer called Dojo to process truly vast amounts of video data. It’s a beast! Please consider joining our AI or computer/chip teams if this sounds interesting.”
For a long time, Tesla has worked with what Musk called “just been like 2D.” He said that the 4D system would work tremendously better since it’s basically video.
During the Q2 2020 Earnings Call, Musk said:
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“So what we’ve been doing, thus far, has really just been like 2D — mostly 2D, and like I said, well correlated in time. So just hard to convey just how much better a fully 4D system would work — does work. It’s capable of things that if you just look — looking at things as individual pictures as opposed to video — basically, like you could go from like individual pictures to surround video, so it’s fundamental. So the car will seem to have just like a giant improvement.”
Now that Tesla is moving closer to the completion of Dojo, Karpathy talked about the Neural Network, Supercomputers, and the excellent work of Tesla’s Supercomputing team.
In Karpathy’s presentation, the AI head stated that there are three main factors to get a Neural Network signal to work: Large amounts of video, clean data, and diverse scenarios to make the suite as well-rounded as possible. It is evident that through Tesla’s decision to make its two mass-market vehicles vision-based, that large amounts of data is one of the biggest factors. The Model 3 and Model Y have dominated Tesla’s sales numbers globally for some time, meaning they contribute more data to the Neural Network than the other two vehicles in Tesla’s fleet.
Now that Dojo has been in development for some time, Karpathy unveiled some details about the Supercomputer that Tesla uses for data consumption and storage. A slide in the presentation details the specifications:
- 720 nodes of 8x A100 80 GB (5760 GPUs total)
- 1.8 EFLOPS (720 nodes * 312 TFLOPS-FP16-A100 * 8 GPU/nodes)
- 10 PB of “hot tier” NVME storage @ 1.6 TBps
- 640 Tbps of total switching capacity
Credit: Yarrow B. | YouTube
Karpathy said that these specs make it “roughly the number five Supercomputer in the world” during his presentation.
Now, Dojo is still not released, and Karpathy was unwilling to comment further on the progress or any of the finer points of what will likely bring Tesla close to Level 5 autonomy. Still, there should be more details in the coming months. Tesla has stuck by the 2021 time frame for Dojo since first talking about it, so hopefully, the company will shed more detail on it during the Q2 or Q3 2021 Earnings Call.
Karpathy’s full presentation is available below.
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Elon Musk
The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
The Boring Company’s new tunnel vehicle runs on Tesla Model 3 batteries and drive units.
The Boring Company just introduced a new piece of hardware, and it runs on parts pulled straight from a Tesla showroom. Liner Truck 3, unveiled in a post from the tunneling company’s official X account, is an all electric vehicle built around Tesla Model 3 battery packs and drive units, purpose built to move concrete tunnel segments to the boring machine face without a single person underground.
Introducing Liner Truck 3 — our latest fully electric tunnel vehicle.
– Tesla Model 3 battery and drive units
– Transports 22,000+ lb of concrete segments to the boring machine
– 28 miles of range
– 12 mph max operating speed
– Remotely piloted from Global OCC in Texas, with… pic.twitter.com/XB7FgSXnpy— The Boring Company (@boringcompany) August 7, 2026
The job itself is unglamorous but critical. Each precast segment run weighs more than 22,000 pounds, roughly the load of a full cement mixer, and Liner Truck 3 hauls that weight repeatedly between the surface staging area and wherever the Prufrock machine happens to be cutting.
The Boring Company said Liner Truck 3 is piloted remotely out of its Global Operations Control Center in Texas, extending the Zero-People-In-Tunnel approach the company has spent years building toward. An earlier version of a ZPIT liner truck was already tested at the company’s Bastrop, Texas research tunnels, and a factory tour released last month showed an employee flying a fully loaded liner truck with a PlayStation controller. Liner Truck 3 looks like the production version of that same idea, cleaned up and pushed into daily use.
The timing lines up with a company digging in more places than it ever has before. The Boring Company now has multiple Prufrock machines active or arriving in Nashville, where Music City Loop construction has been accelerating since February, and its Vegas Loop network keeps adding tunnel mileage on a near monthly basis. Every one of those projects depends on getting concrete segments to the cutting face fast enough to keep the boring machine from idling, which is exactly the bottleneck Liner Truck 3 is designed to remove.
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It also reinforces something Tesla owners have watched happen gradually across Musk’s companies: passenger car hardware finding a second life in heavy equipment. Model 3 drive units already move people through the Vegas Loop, and now the same components are hauling concrete underground in Nashville and wherever The Boring Company digs next. Whether that kind of component reuse extends further into TBC’s equipment lineup, or into other Musk owned industrial hardware, is the next thing worth watching.
SpaceX stock did the opposite of what most of Wall Street expected this week, when the day designed to be its most dangerous turned into a rally, and the rally kept going.
Thursday marked the first major lockup expiration since SpaceX’s June IPO, making roughly 911.5 million insider held shares eligible to trade for the first time, more than doubling the company’s public float. Analysts and short sellers had spent weeks bracing for a flood of selling, especially after the stock fell 13 percent following its first earnings report as a public company on Tuesday. Instead, shares rose 6.1 percent Thursday to close at $114.92, and by Friday they were trading near $129, up more than another 12 percent on the day.
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
The setup made the outcome notable. Short interest had climbed to roughly 34 percent of the float heading into earnings, among the highest of any large cap stock, with about 95 percent of available shares to borrow already on loan. CEO Elon Musk warned short sellers twice in the weeks before the lockup, writing on X that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” then following up on the morning of earnings with “I try to warn them, but they just double down.”
When the newly unlocked shares hit the market and the selloff never showed up, some of that short position appears to have started unwinding. TipRanks reported that options activity shifted toward bullish strategies like put selling and risk reversals following the rally, with roughly $600 million in options premium trading Thursday alone. Retail buyers also stepped in during the earnings dip, according to Vanda Research.
The fundamentals behind the stock have not changed much in a week. SpaceX’s revenue nearly doubled year over year to $7.8 billion, with Starlink subscribers doubling to 12 million and the company’s AI segment growing 247 percent. What spooked investors on Tuesday was the spending side. Capital expenditures jumped to more than $18 billion for the quarter, up from $2.8 billion a year earlier, with AI investment alone rising from $749 million to $15.8 billion. Wall Street remains split on whether that spending is building infrastructure SpaceX needs or outrunning what the business can currently support, a debate Teslarati has tracked since shares first came under pressure.
None of that resolves the bigger question hanging over the stock. Thursday’s release was only the first of nine staggered lockup tranches, with roughly $800 billion worth of additional shares scheduled to become eligible through October, and Musk’s own stake stays locked until next June. If this week is any indication, the market is treating that supply as something it can absorb rather than something to fear, at least for now.
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News
The Boring Company’s newest Vegas Station has a permit quietly waiting behind it
Sahara Las Vegas opened a new Vegas Loop station, joining an exclusive two resort transit club.
Sahara Las Vegas opened a new Vegas Loop station Thursday, giving The Boring Company’s underground transit system its northernmost stop yet on the Strip. The station sits at Sahara’s Paradise Road entrance, on the southeast corner of Las Vegas Boulevard and Sahara Avenue, and connects riders to the Las Vegas Convention Center, other Strip resorts on the network and, eventually, Harry Reid International Airport.
The addition makes Sahara the second resort, after Fontainebleau opened its own station in January, to get a stop built at street level rather than tucked into the property itself. Sahara now joins Westgate as the only two Strip resorts offering both a Vegas Loop station and a stop on the Las Vegas Monorail, giving guests two separate ways to get around without leaving the property.
The Boring Company just doubled its tunneling power in Nashville
The bigger news buried in Thursday’s announcement is what comes next. Boring Company has already secured its first permit to tunnel north of Sahara Avenue, extending the network beyond where it currently ends, even though permits to push the Loop toward downtown Las Vegas still haven’t been granted. Crews are also working on a two mile dual tunnel line running from Westgate to a planned station at 4744 Paradise Road, just north of Tropicana Avenue, that Las Vegas Convention and Visitors Authority CEO Steve Hill has said the company hopes to open in time for November’s Las Vegas Grand Prix.
Ridership has grown alongside the buildout. The Loop moved roughly 82,000 passengers during CONEXPO in early March, a total the company highlighted on its own X account at the time, and the system has now carried more than 4 million passengers through 11 open stations since it began running in 2021. The airport connector tunnels, meant to give the Loop a direct link to Harry Reid, have slipped past their original first quarter target and remain under construction, with Boring Company director Mike Baier saying that a full opening is still a few months out.
For Sahara, the calculation is straightforward. Convention traffic drives a large share of Loop ridership, and a station at the property’s front door gives conventiongoers one more reason to book rooms on the Strip’s north end instead of closer to the convention center itself.
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The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
Elon Musk and SpaceX shrugs off the trading day Wall Street feared most
