Strategic Shift - Tesla reportedly changed its course, halting the DOJO project and disbanding the team, shifting focus to TSMC's upcoming AI5 chips and potentially Samsung's AI6 chips [1] - The $16+ billion special agreement with Samsung, turning the chip fabrication facility near Giga Texas into a Tesla-dedicated facility with direct oversight by Elon Musk, gains significance [1] Giga Texas Implications - Questions arise regarding the impact of this decision on the massive infrastructure upgrades and the Cortex 2 facility at Giga Texas [1] - Uncertainty surrounds the repurposing of the new Cortex 2 facility and the ongoing work on Cortex 1.0 in the S factory extension [1] Future Outlook - New permits for continued work have been filed with the City of Austin, indicating potential continuation of some projects [1] - The industry is curious about potential changes, work stoppages, or other developments resulting from this decision [1]

Financial Performance - Tesla's potential monster week could involve a $29 billion increase [1] Technological Advancements - The company is potentially experiencing a Robotaxi boom [1]

RT IdealWealthGrower (@IdealGrower)🎉 EPISODE 500 IS HERE and it’s a BIG one!We’re celebrating this milestone with none other than Alexandra Merz (@TeslaBoomerMama), investor, commentator, and powerhouse voice with 193K+ followers on X and a fan-favorite guest on major YouTube shows.In this must-watch conversation, we cover:✅Market moves + macro insight.✅The Tesla effect on investing.✅What smart investors are paying attention to next.Watch the full (video!) episode here:👉 https://t.co/4md5sfKyYLLet’s just sa ...

🚨 Tesla Robotaxi LLC is now listed as a transportation network company licensee with the Texas Department of Licensing and RegulationTesla has been granted a rideshare license in Texas, paving the way for the electric-vehicle maker to operate its robotaxi service under new regulations governing autonomous vehicles in the state.The license recently became necessary under a new state law that takes effect Sept. 1 that regulates rideshare operations using autonomous vehicles the same as those services using hu ...

🚨 OpenAI CEO Sam Altman on GPT-5:"It's faster, more intuitive, and more useful in a bunch of ways.One of the biggest things, though, is that it's an integrated single experience.We have built a system that can answer easy questions quickly, and it can think for a long time to answer hard questions." ...

🚨 Elon Musk: "The Austin robotaxi FSD build is ~6 months more advanced than what is available in cars in America and there are some additional breakthroughs in Tesla AI that will make the car feel eerily human."👀 $TSLAElon Musk (@elonmusk):@CernBasher This will substantially reduce the need for driver attention, but some complex intersections, heavy weather or unusual events will still require attention.Note, the Austin robotaxi FSD build is ~6 months more advanced than what is available in cars in America ...

🚨 Bloomberg: Tesla Disbands Dojo Supercomputer Team in Blow to AI EffortTesla Inc. is disbanding its Dojo supercomputer team and its leader, Peter Bannon, will depart the company upending the automaker’s effort to develop in-house chips for driverless technology.Tesla plans to increase its reliance on external technology partners, including Nvidia Corp. and Advanced Micro Devices Inc. for compute, and Samsung Electronics Co. for chip manufacturing. $TSLALink: https://t.co/TSEMVlZd7P ...

Supply Chain Restructuring - Tesla is diversifying its Dojo supercomputer supply chain, reducing reliance on TSMC [1] - Tesla has selected Samsung and Intel as new partners for its third-generation Dojo system [1] Partnerships and Technology - Samsung Foundry will fabricate AI chips, potentially using its 2nm manufacturing facility in the U S [2] - Intel will handle back-end integration using EMIB (Embedded Multi-die Interconnect Bridge) technology [2] - This collaboration marks the first time Samsung and Intel are working together in a Tesla-led supply chain [3] Strategic Implications - Tesla aims to merge its Dojo hardware and AI chip architecture [3] - The integrated system is designed to support full self-driving, robotics, and large-scale AI workloads [3]

Cost Reduction & Efficiency - Morgan Stanley estimates one Tesla humanoid robot at $5/hour can replace two human workers at $25/hour [1][2] - This generates a Net Present Value (NPV) of approximately $200,000 per humanoid robot [1][2] - Robotaxis could potentially drive down the cost per mile to less than $0.20/mile, which is 1/10th the cost of human-driven ride share [1][2] Technological Advancement & Future Implications - The marginal cost of a personal robot should eventually approach the marginal cost of power [2]

Watch it full here: https://t.co/QxX2QmniER ...