Tesla(US:TSLA) Benzingaยท2025-09-10 06:16Group 1: Optimus Robot Updates - Tesla is finalizing the design of the Optimus version 3 robot, which will feature human-like manual dexterity and an AI mind to understand reality [2] - The company faces challenges in scaling Optimus, having to create a supply chain from scratch, but Musk believes it could become "the biggest product ever" [3] - When production reaches one million units per year, the cost to produce each Optimus unit is estimated to be between $20,000 and $25,000 [3] - Musk previously stated that Optimus could represent over 80% of Tesla's future value, aligning with the company's latest Master Plan IV focused on AI and robotics [4] Group 2: AI Developments - The next-generation AI5 self-driving chipset is expected to be a significant upgrade over the current AI4, with improvements of forty times better performance, nine times more memory, and eight times more computing power [5] - Current AI4 chips are projected to achieve 2-3 times better self-driving safety than humans, enhancing the perception of cars as "sentient" [5] - Tesla has discontinued its Dojo program for in-house chip development and signed a $16.5 billion deal with Samsung Electronics for AI6 chipsets [5] Group 3: Starlink and SpaceX Updates - SpaceX acquired Echostar Corporation's SATS AWS-4 and H-block spectrum licenses for approximately $17 billion, and Musk discussed the potential for a Starlink-enabled smartphone [6] - Hardware changes are necessary for smartphones to connect with Starlink frequencies, and the company is collaborating with smartphone manufacturers [7] - SpaceX's Starship Version 3 is expected to demonstrate full reusability next year, following successful launch tests [8] Group 4: AI Initiatives - Musk's xAI is training its model Grok to correct mistakes and remove falsehoods from training data, with potential developments like Grokipedia being considered [9]