Questions to inspire discussion.

🚕 Q: How is Tesla’s robo taxi service progressing? A: Tesla’s robo taxi service is already larger than competitors in Austin and the Bay Area, with plans for significant expansion.

Business Model Shifts.

📊 Q: How might Tesla’s business model change with autonomy? A: Tesla may shift to manufacturing cars primarily for their own robo taxi service, rather than selling to individual customers.

🚛 Q: What potential does Tesla see in autonomous semi trucks? A: Tesla believes autonomous semi trucks could unlock trillions in value and shift supply chains from rail to trucking.

📅 Q: How is Tesla’s leasing strategy evolving? A: Tesla is focusing more on shorter leases (1−2 years) and inventory car leases, indicating a move towards a leasing and subscription model.

AI Developments.

🧠 Q: What is Grok 5 and when will it begin training? A: Grok 5 is a super intelligent AI system expected to start training next month, with potential to be true AGI (Artificial General Intelligence).

📝 Q: How will Grok AI improve Tesla’s FSD? A: Grok AI will enhance reporting on edge cases, provide better training material, and enable human-like interaction with vehicles.

Manufacturing and Supply Chain.

🏭 Q: Why is the Model Y L production delayed in the US? A: The delay is due to Tesla’s localized supply chain strategy and the need to assess cannibalization and price sensitivity in China first.

🌐 Q: How might Starlink integration benefit Tesla vehicles? A: Starlink integration could be far less expensive than current 4G/5G modems, costing less than $100 per antenna and offering new opportunities.

Future Products and Services.

🤖 Q: What other autonomous products is Tesla exploring? A: Beyond cars, Tesla is developing autonomous semi trucks and humanoid robots for potential use in their own services.

🚗 Q: What capabilities will FSD version 14 include? A: FSD 14 aims to solve all use cases including construction zones, emergency vehicles, parking lots, and enable unsupervised driving.

Partnership Strategy.

🤝 Q: What is Tesla’s approach to partnerships in autonomy? A: Tesla prefers to develop autonomy in-house rather than partnering, to maintain control and valuation.

Investor Insights.

💼 Q: How confident is Elon Musk in Tesla’s autonomy progress? A: Musk’s comments on delaying or potentially canceling the Model Y L in the US demonstrate high confidence in rapid autonomy advancements.

📈 Q: What potential value does Tesla see in robo taxis? A: Tesla views robo taxis as a major revenue source, potentially leading to a significant shift in their business model.

🛰️ Q: How might Starlink be integrated into Tesla vehicles? A: Starlink could be integrated by stripping out housings, packaging, and core electronics, making it more cost-effective than current modems.

💬 Q: How will Grok AI enhance user interaction with Tesla vehicles? A: Grok AI will enable users to ask questions and receive answers from their vehicles, providing a more intuitive and interactive experience.

🔧 Q: What improvements are expected in FSD version 14? A: FSD 14 is expected to handle complex scenarios like construction, people waving, and emergency vehicles, feeling more “alive and sentient”

## Key Insights.

Autonomy and FSD Progress 1. 🚗 Tesla’s robo taxi fleet is already larger than competitors in Austin and Bay Area, showcasing rapid autonomous driving progress. 2. 🧠 FSD version 14, launching next month, is described as feeling “alive and sentient”, indicating significant AI advancements. 3. 🚛 Autonomy in Tesla Semi could be more valuable than in passenger vehicles, with 100,000 autonomous trucks equating to 100 million vehicles.

Business Strategy and Partnerships 1. 🏭 Tesla’s localized supply chain model for Model Y L production prevents shipping from Shanghai to US due to tariff constraints. 2. 🤝 Hyundai and Honda are hesitant to partner with Tesla due to the need to coordinate with numerous suppliers for autonomy integration. 3. 📈 Analysts’ bullish switch and increased institutional purchases are bolstering investor confidence, keeping stock price above $300.

Elon Musk’s Vision and Compensation 1. 🔮 Musk’s vision for implementing real-world AI in devices, vehicles, and robots is accelerating Tesla’s progress by several years. 2. 💰 Musk’s 2018 compensation package of over 300 million shares is being replaced, with 96 million un-distributed shares from a 2019 employee plan now allocated to him. 3. ⚖️ The allocation of 96 million shares to Musk faces 4 weeks of FDC and DOJ scrutiny and potential NASDAQ rule violation claims.

Technology Integration 1. 🛰️ Starlink implementation in Tesla vehicles could be significantly cheaper than current 4G modems, with antennas costing less than $100. 2. 🤖 Integration of Grok with FSD is expected to improve reporting on edge cases and provide better training material.

Future Innovations 1. 📱 Future smartphones may redistribute components for high-bandwidth operations and local inference, evolving into streams of information with simplified user interaction. 2. 🚘 The Model Y L production in the US is delayed until end of next year, possibly indefinitely, due to self-driving progress.

Market Dynamics and Challenges 1. 🎭 Despite FUD (Fear, Uncertainty, Doubt) from various sources, Tesla’s stock remains resilient above the $300 mark. 2. 👥 SOC investment group is challenging Tesla’s share allocation to Musk, claiming violation of NASDAQ rules.

AI and User Experience 1. 🧑🤝🧑 FSD version 14 is anticipated to be even smoother and more humanlike in its operation. 2. 🔍 Grok integration with FSD is expected to significantly enhance the system’s ability to handle and report on edge cases. 3. 🤔 Despite advancements, experts believe that AI will never solve all driving edge cases, as even human drivers don’t achieve this.

[#Vehicles](https://x.com/search?q=%23Vehicles&src=hashtag_click) [#Tesla](https://x.com/search?q=%23Tesla&src=hashtag_click) [#Robotaxi](https://x.com/search?q=%23Robotaxi&src=hashtag_click) [#AI](https://x.com/search?q=%23AI&src=hashtag_click)

XMentions: [@Tesla](https://x.com/@Tesla) [@HabitatsDigital](https://x.com/@HabitatsDigital) [@HerbertOng](https://x.com/@HerbertOng)

[@TeslaBoomerMama](https://x.com/@TeslaBoomerMama) [@TeslaLarry](https://x.com/@TeslaLarry) [@TheJeffLutz](https://x.com/@TheJeffLutz)

More: [ https://digitalhabitats.global/blogs/tesla-1/elon-musk-just-…ouncements](https://digitalhabitats.global/blogs/tesla-1/elon-musk-just-…ouncements)

Elon Musk announces that Tesla is transitioning towards autonomy and super intelligence, with upcoming developments including FSD version 14, a robo-taxi service, and advanced AI capabilities that could revolutionize the company’s business model and potentially make traditional technologies obsolete.

Autonomy and FSD 🚗 Q: What is Tesla’s main focus for investors? A: Autonomy is Tesla’s primary focus, as it will transform their hardware products, manufacturing processes, and overall business model. 🤖 Q: When is FSD version 14 expected to launch? A: FSD version 14 is set to launch next month, promising to feel “alive and sentient” with smoother, more human-like behavior and fewer mistakes. 🚕 Q: How is Tesla’s robo taxi service progressing?