From Tesla's Q1 earnings call: roughly 35,000 H100s [Nvidia GPUs] are active, and we expect that to be probably 85,000 or thereabouts by the end of this year, just for training.

More evidence that Tesla's FSD v12 is taking advantage of AI scaling laws.

Love the part of the TSLA earnings call where Ashok Elluswamy describes scaling laws as applies to FSD. Tesla’s end-to-end neural net approach can fully utilize the scaling benefits of more data, more training compute, larger neural net models, etc.

TSLA earnings call was great. But I just want FSD 12.4 in my car. There's something so exciting and riveting about trying out most the cutting-edge real-world AI in your own vehicle.

When Tesla Van?

Elon Musk just called the Robotaxi a 'Cybercab' in Tesla's earnings call. Wow, I can't wait to see it at the 8/8 reveal. 🤯

Tesla's head of investor relations announced today he's stepping down. Martin Viecha, thanks for your amazing service to Tesla over the past 7 years. Great job and well done. Wish you the best in your next steps.

'I'd like to strongly recommend that anyone thinking about Tesla stock should really drive FSD 12.3. It's impossible to understand the company if you do not do this.' - Elon Musk

💯

Excellent job by Elon and Tesla management on Q1 earnings call.

Wow. Appears that new Tesla models (not just one model) coming before second half of 2025?!? Am I reading his correctly?

Bring it on Boston Dynamics. Optimus will be waiting.

Going to miss Drew Baglino as part of the Tesla management team. He brought a lot of diligence, optimism and first principle thinking to the company.

It's always fun talking with jimmah about Tesla FSD, Optimus, Robotaxi, and more.

FSD v12: Tesla's Autonomous Driving Game-Changer (Ep. 757)

The dichotomy has grown between those who see Tesla as an auto manufacturer and those who see Tesla as an AI company. It likely gets resolved when Tesla proves their AI chops with Robotaxi and Optimus and in time everyone concludes Tesla is an AI company.

Unsupervised FSD will be a profoundly transformative technology. It will basically offload the attention and intelligence required in driving from humans to AI.

My kids had a blast watching the total solar eclipse today in Austin. 🌞

Tesla produced 433,371 vehicles and delivered 386,810 vehicles in Q1. Numbers are lower than expectations. TSLA down 6.5% in pre-market.