Questions to inspire discussion.

⚡ Q: What advantages does XAI’s proprietary cluster offer? A: XAI’s proprietary clusters, designed specifically for training, are uncatchable by competitors as they can’t be bought with money, creating an unbreachable moat in AI development.

Tesla’s Autonomy and Robotaxis.

🚗 Q: When is Tesla expected to launch unsupervised FSD? A: Tesla is expected to launch unsupervised FSD in the third quarter after polishing and testing, with version 14 potentially being unsupervised even if not allowed for public use.

🤖 Q: What is the significance of Tesla’s upcoming robotaxi launch? A: Tesla’s robotaxi launch is anticipated to be a historic moment, demonstrating that the complexity of autonomous driving technology has been overcome, allowing for leverage and scaling.

💰 Q: How might Tesla monetize its Autonomy feature? A: Tesla may charge monthly fees of $50-$100 for unsupervised use, including insurance, on top of personal insurance costs.

Market and Economic Outlook.

📈 Q: What factors are expected to drive the market higher? A: The market is expected to continue rising due to easy money from rate cuts, de-risking from tariff removals, and euphoria from AI companies like Nvidia and Meta.

🌐 Q: How might AI impact GDP growth? A: Many predict GDP growth of 5–7% due to AI advancements and Trump’s economic policies, which could support higher market valuations.

💼 Q: How might Tesla’s PE ratio change with increased profitability? A: Tesla’s PE ratio is expected to decrease if the company starts generating significant profits, but investors may still be willing to pay a premium for the stock.

AI Industry Trends.

🤖 Q: What is the future outlook for LLM providers? A: LLM providers like XAI, Anthropic, OpenAI, Gemini, and Microsoft are expected to become commoditized and cheap to use, with mass volume being the primary revenue source.

💻 Q: What is XAI’s Grok CLI? A: Grok CLI is an open-source AI agent that brings Grok’s capabilities to the terminal, built with no LLM frameworks and MIT licensed for hackability.

🏭 Q: Which AI applications are expected to be most profitable? A: Embodied AI through robotaxis and optimists are expected to be at the leading edge of money generation, with coding applications and videos also being developed.

Market Seasonality and Trends.

📅 Q: What is the historical market trend from summer to January? A: Historically, the market tends to rise from the end of summer to January, while stocks are typically flat to down from January to the end of summer.

💹 Q: How are AI companies performing in the current market? A: AI companies like Nvidia and Meta are plateauing but still dominating their sectors, while Coinbase and Bitcoin are performing well due to increased money printing.

Tesla’s Future Prospects.

🚛 Q: What are Tesla’s sales expectations for semi-trucks? A: Tesla expects to sell 50,000 semi-trucks in 18 months, compared to 350,000 more affordable vehicles.

📊 Q: How might Tesla’s earnings call affect its stock price? A: Tesla’s earnings call could result in 5–7% stock price swings, with potential 20–20 point price movements based on options market analysis.

International Trade.

🇯🇵 Q: What is the impact of the new Japan trade deal? A: The Japan trade deal announced by Trump includes a 15% tariff on Japanese imports, expected to have a minimal impact on the overall market.

🌍 Q: How is Tesla’s Diner concept expanding? A: Tesla’s Diner concept is going worldwide, potentially expanding the company’s presence in the food service industry alongside its automotive and energy businesses.

## Key Insights.

AI Compute and AGI 1. 🖥️ XAI’s Colossus supercluster, with 230,000 GPUs including 30,000 GB200s, provides 20,000 exaflops of compute power, potentially leading to AGI or artificial superintelligence. 2. 🚀 Colossus 2 will add 550 GB200s and GB300s, reaching 50 million units of H100 equivalent AI compute within 5 years, with 1 million in 5 months. 3. 🔨 XAI’s Colossus is a “sledgehammer” for heavy lifting and brute training, not for everyday inference like cloud providers. 4. 🏰 The Colossus supercluster serves as a “moat” for XAI, allowing them to attract talent and gain unprecedented leverage on complexity.

Tesla’s Autonomy and FSD 1. 👑 Tesla’s Autonomy is considered AI’s “crowning jewel”, with FSD as the training ground for proprietary video data. 2. 🤖 Optimus will bring trillions of data sets to train on, enabling faster scaling and more data collection for Tesla. 3. 🚗 The unsupervised FSD version will only be available in areas with deployed robo taxis, requiring connection to a command center. 4. 💰 The cost of unsupervised FSD may include a monthly fee of $50-$100 for insurance and command center connection.

Market and Economic Implications 1. 📈 Tesla’s PE ratio may decrease if the company starts generating significant profits from autonomy. 2. 🌐The market is currently “grinding higher” due to factors like rate cuts, easy money, and euphoria. 3. 🏛️The 20-year bond auctions scheduled for tomorrow may significantly impact the market, potentially causing a sell-off. 4. 🇯🇵 The Japan trade deal announced by Trump could lead to increased trade and investment between the two countries.

Tesla’s Future and Industry Impact 1. 🚕 Tesla’s FSD robo taxi launch is expected to be a historic moment in the company’s autonomous driving technology. 2. 🧠 While FSD is not critical for ASI, it’s teaching Tesla how to obtain and train on proprietary data. 3. 🚀 Tesla’s Autonomy has potential for exponential growth, as the barrier to entry for consumers is essentially none. 4. 💼 Analyst Ryan Brinkman became more inclined to believe in Tesla’s Autonomy after experiencing a ride in a Tesla.

Economic Growth and Market Dynamics 1. 📊 The market’s PE ratio may need adjustment if GDP starts growing at 5–7% per year, as predicted by some analysts. 2. 💹 Tesla’s future growth and the potential 5% GDP growth rate may impact how investors value the stock.

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(https://digitalhabitats.global/blogs/digital-vehicles/tesla-…-announced)

Elon Musk’s Tesla is leading the way in autonomous driving and AI development, with its massive computing power and advancements in Full Self-Driving technology, positioning it for potential exponential growth and a significant edge over competitors.

XAI and AI Compute Power 🖥️ Q: What is XAI’s Colossus supercluster? A: XAI’s Colossus supercluster is a game-changing AI system with 230,000 GPUs (including 30,000 GB200s) for training, and 550,000 GB200s and GB300s coming online soon, providing 20,000 exaflops of compute power. 🚀 Q: How does XAI’s AI compute power compare to competitors? A: XAI aims to achieve 50 million units of H100 equivalent AI compute within 5 years, with 1 million units expected in 5 months, surpassing competitors like Meta, OpenAI, Google, and Amazon. ⚡ Q: What advantages does XAI’s proprietary cluster offer?