RT Shahram Izadi (@izadi_shahram)Today we launched our first #AndroidXR device, working as one team with @SamsungMobile and @Qualcomm. Samsung’s #GalaxyXR offers high fidelity displays and natural input; great for watching immersive movies and sports, 3D/2D gaming, bringing your photos and videos to life, or being productive. With #Gemini by your side and access to all your Google Play apps, you can ask questions and get things done on an infinite display with just a conversation.https://t.co/oI2wxAhren ...

Core Insights - Scienza Health and Samsung are collaborating to enhance patient screening, engagement, and monitoring using Galaxy devices [1] - The partnership leverages Scienza's digitalhumanOS™ and ERaaS™ platform, which utilizes ambient speech analysis and real-time biometric data [1] - The technology aims to support cognitive and neurological health screenings, automate clinical workflows, and improve experiences for both patients and providers [1] Company Overview - Scienza Health is recognized as a pioneer in AI-powered healthcare solutions [1] - Samsung is integrating advanced healthcare technology into its Galaxy smartwatches, phones, and tablets [1] Technology and Innovation - The digitalhumanOS™ and ERaaS™ platform focuses on ambient speech analysis and real-time biometric data [1] - The collaboration aims to enhance clinical workflows and patient-provider interactions in various settings, including homes and clinics [1]

Core Insights - Tesla is set to manufacture its new AI chip, the AI5, in collaboration with Samsung in Texas and TSMC in Arizona, as stated by CEO Elon Musk [1][5] - The company aims for "excess production" of the AI5 chips, with any surplus being utilized in its data centers [2] - Tesla has transitioned from using Nvidia's Drive chips to its own processors since 2019, while still relying on Nvidia's GPUs for model training [3] Group 1 - The AI5 chip is the latest iteration of Tesla's Autopilot hardware, designed to process signals for self-driving features, and was first announced in 2024 [5] - Samsung secured a $16.5 billion chip contract with Tesla, confirming the partnership for the AI5 chip production [5] - The AI5 chip will be manufactured at U.S. facilities by both TSMC and Samsung, and it is designed to be half the size of traditional AI chips from Nvidia and AMD [6] Group 2 - Musk's comments provide insight into Tesla's AI chip strategy following the departure of ex-Apple engineer Peter Bannon, who was previously leading chip design and the development of the Dojo supercomputer [4] - Tesla's computing capacity is now equivalent to 81,000 of Nvidia's H100 chips, indicating significant advancements in its AI capabilities [3]

Elon Musk said that Samsung is taking a bigger role in manufacturing Tesla's chips https://t.co/6TQIfGYuGJ ...

Financial Data and Key Metrics Changes - Q3 2025 set new records for deliveries, deployments, and various financial metrics including total revenues, energy gross profit, energy margins, and free cash flow [11][12] - Automotive revenues increased by 29% sequentially, while automotive margins (excluding credits) rose from 15% to 15.4% due to improved material costs and better fixed cost absorption [13][14] - Free cash flow reached approximately $4 billion, with total cash and investments exceeding $41 billion at the end of the quarter [17] Business Line Data and Key Metrics Changes - Energy storage business achieved record deployments, gross profit, and margins, despite facing headwinds from tariffs and increased competition [14][15] - The automotive segment saw a strong performance across regions, with Greater China and APAC up 33% and 29% respectively, North America up 28%, and EMEA up 25% [11][12] Market Data and Key Metrics Changes - Demand for Megapack and Powerwall remains strong, with positive customer feedback and expectations for continued growth into 2026 [22] - Residential solar demand surged in the U.S. due to policy changes, with new solar lease products expected to drive further growth [22] Company Strategy and Development Direction - The company aims to expand production rapidly now that there is confidence in achieving unsupervised Full Self-Driving (FSD) [3][4] - Tesla's updated mission is described as "sustainable abundance," focusing on creating a world with no poverty and universal access to quality medical care through innovations like Optimus and FSD [8][9] - The company is also focused on enhancing its AI capabilities, with plans to scale production of Optimus robots significantly [26][28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the future, emphasizing the importance of AI in transforming transportation and energy sectors [3][4][8] - The CEO highlighted the challenges of bringing Optimus to market, particularly in achieving the necessary dexterity and supply chain integration [24][26] Other Important Information - The company is working on regulatory approvals for FSD in regions like China and EMEA, with a current paid FSD customer base of around 12% [13] - The total tariff impacts for Q3 exceeded $400 million, affecting both automotive and energy storage businesses [15] Q&A Session Summary Question: What are the latest robotaxi metrics, fleet size, cumulative miles, rides completed, intervention rates, and when will safety drivers be removed? - The company expects to have no safety drivers in large parts of Austin by the end of the year, with plans to operate in about eight to ten metro areas [19][21] Question: What is the demand and backlog for Megapack, Powerwall, Solar, or Energy Storage systems? - Demand for Megapack and Powerwall is strong, with significant growth expected in AI and data center applications [22] Question: What are the present challenges in bringing Optimus to market? - The challenges include achieving hand dexterity and establishing a supply chain for production [24][26] Question: Can you update us on the $16.5 billion Samsung chip deal in Taylor? - The company is confident in Samsung's ability to fulfill AI chip production timelines and achieve better yields compared to TSMC [29][30] Question: How should we think about expanding production in the context of existing capacity? - The company aims to reach an annualized production rate of 3 million units within 24 months, with the Cybercab being a significant expansion [43][45]

Financial Data and Key Metrics Changes - Q3 2025 set new records for deliveries, total revenues, energy gross profit, energy margins, and free cash flow, attributed to customer confidence and team efforts [11][12][17] - Automotive revenues increased by 29% sequentially, while automotive margins (excluding credits) rose from 15% to 15.4% due to improved material costs and better fixed cost absorption [13][14] - Free cash flow reached approximately $4 billion, with total cash and investments exceeding $41 billion at the end of the quarter [17] Business Line Data and Key Metrics Changes - Energy storage business achieved record deployments, gross profit, and margins, despite facing tariff impacts exceeding $400 million [14][15] - The automotive segment saw strong performance across regions, with Greater China and APAC up 33% and 29% sequentially, respectively [11][12] Market Data and Key Metrics Changes - Robotaxi operations expanded in Austin and the Bay Area, with significant mileage covered and customer satisfaction reported [20][21] - Demand for Megapack and Powerwall remains strong, with positive feedback from customers and growth in residential solar demand due to policy changes [22] Company Strategy and Development Direction - The company aims to expand production rapidly, particularly for Full Self-Driving (FSD) and robotaxi services, with a focus on achieving unsupervised FSD [3][4][12] - Tesla's updated mission emphasizes "sustainable abundance," aiming to leverage AI and robotics to enhance productivity and accessibility [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving unsupervised FSD and expanding production capacity, with a target of reaching an annualized rate of 3 million units within 24 months [45][46] - The company is cautious about safety in new markets, planning to remove safety drivers gradually as confidence in the technology grows [19][70] Other Important Information - The company is working on the next generation of AI chips (AI5), which is expected to significantly outperform the current AI4 chip [30][35] - The Optimus project is seen as a potential game-changer, with ongoing challenges in dexterity and supply chain management [24][26] Q&A Session Summary Question: What are the latest robotaxi metrics? - Management expects to have no safety drivers in large parts of Austin by the end of the year, with plans to operate in 8 to 10 metro areas [19][20] Question: What is the demand and backlog for Megapack and Powerwall? - Demand for Megapack and Powerwall is strong, with significant growth in AI and data center applications noted [22] Question: What are the present challenges in bringing Optimus to market? - Bringing Optimus to market is complex, particularly in achieving hand dexterity and establishing a supply chain [24][26] Question: Can you update us on the $16.5 billion Samsung chip deal? - Samsung is manufacturing the AI4 chip and will also focus on the AI5 chip, which is expected to be significantly better than its predecessor [29][30] Question: How should we think about expanding production capacity? - The company aims to reach an annualized production rate of 3 million units within 24 months, with a focus on the Cybercab as a key expansion vehicle [45][46]

Financial Data and Key Metrics Changes - Q3 2025 set new records for deliveries, deployments, and various financial metrics including total revenues, energy gross profit, and free cash flow, which reached approximately $4 billion [11][17] - Automotive revenues increased by 29% sequentially, while automotive margins, excluding regulatory credits, rose from 15% to 15.4% due to improved material costs and better fixed cost absorption [13][14] - Total cash and investments at the end of the quarter exceeded $41 billion, with a projected CapEx of around $9 billion for the current year, expected to increase significantly in 2026 [17] Business Line Data and Key Metrics Changes - Energy storage business achieved record deployments, gross profit, and margins, despite facing headwinds from tariffs and increased competition [14] - The automotive segment saw a strong performance across all regions, with Greater China and APAC up 33% and 29% sequentially, respectively [11][12] - The robotaxi fleet is operational in two markets, with plans to expand to eight to ten metro areas by year-end [12][19] Market Data and Key Metrics Changes - Demand for Megapack and Powerwall remains strong, with positive customer feedback and expectations for continued growth into 2026 [21][22] - Residential solar demand surged in the U.S. due to policy changes, with new solar lease products expected to drive further growth [22] Company Strategy and Development Direction - The company is focused on scaling Full Self-Driving (FSD) and robotaxi operations, emphasizing the integration of AI into real-world applications [2][3] - Tesla aims to expand production rapidly, with aspirations to reach an annualized rate of 3 million vehicles within 24 months [42] - The updated mission of Tesla is described as "sustainable abundance," aiming to create a world with no poverty and universal access to quality medical care through advancements like Optimus and self-driving technology [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving unsupervised Full Self-Driving, which is expected to significantly enhance production and operational efficiency [3][42] - The company is cautious about deploying robotaxis, prioritizing safety and regulatory compliance while expanding into new markets [19][68] - The future of AI and robotics is viewed as transformative, with Optimus expected to be a major product that could redefine productivity [5][54] Other Important Information - The company is facing tariff impacts exceeding $400 million for Q3, affecting both automotive and energy storage businesses [14] - The AI5 chip design is projected to be significantly more advanced than its predecessor, with expectations of 40 times better performance [30][31] Q&A Session Summary Question: What are the latest robotaxi metrics? - The company expects to have no safety drivers in large parts of Austin by the end of the year, with over a quarter million miles covered by the fleet [19][20] Question: What is the demand and backlog for Megapack and Powerwall? - Demand for Megapack and Powerwall remains strong, with significant growth expected in AI and data center applications [21][22] Question: What are the present challenges in bringing Optimus to market? - The challenges include engineering complexities, particularly in creating a dexterous hand, and the need for a robust supply chain [24][26] Question: Can you update us on the $16.5 billion Samsung chip deal? - The company is working with both Samsung and TSMC on the AI5 chip, which is expected to significantly outperform the AI4 chip [30][31] Question: How does Tesla define its core competencies in AI applications? - Tesla views itself as a collection of startups, continuously developing new competencies, including battery packs and AI software [50][51]

Financial Data and Key Metrics Changes - Q3 2025 set new records for total revenues, energy gross profit, energy margins, and free cash flow, with free cash flow reaching approximately $4 billion [16][24] - Automotive revenues increased by 29% sequentially, while automotive margins (excluding credits) rose from 15% to 15.4% due to improved material costs and better fixed cost absorption [20][21] - Total cash and investments at the end of the quarter exceeded $41 billion [24] Business Line Data and Key Metrics Changes - Energy storage business achieved record deployments, gross profit, and margins, although it faced headwinds from increased competition and tariffs [21][22] - The automotive segment's performance was driven by strong demand for the new Model Y, with Greater China and APAC deliveries up 3329% sequentially [17][20] - Services and other segments showed marked improvement, primarily due to enhancements in insurance and service center businesses [22] Market Data and Key Metrics Changes - Deliveries in Greater China and APAC saw a significant increase, while North America and EMEA also reported growth of 28% and 25% respectively [17] - The total paid Full Self-Driving (FSD) customer base remains small at around 12% of the current fleet, with ongoing efforts to gain regulatory approvals in various regions [20] Company Strategy and Development Direction - The company aims to expand production rapidly, particularly with confidence in achieving unsupervised full self-driving capabilities [5][63] - Tesla's updated mission focuses on "sustainable abundance," aiming to leverage AI and robotics to enhance productivity and accessibility [14] - The introduction of the Cybertruck is expected to optimize for full autonomy, with production starting in Q2 next year [64] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the potential of AI and robotics to transform transportation and energy sectors, emphasizing the unique position Tesla holds in these markets [4][6] - The company is cautious about deploying unsupervised FSD, prioritizing safety while expanding robotaxi operations [26][100] - Management acknowledged challenges in the energy storage business due to tariffs and competition but remains optimistic about future growth [21][22] Other Important Information - The company is working on the next version of Optimus, with expectations for significant advancements in capabilities [12][90] - The AI chip development is progressing, with the AI five chip expected to deliver substantial performance improvements [42][51] Q&A Session Summary Question: What are the latest robotaxi metrics, fleet size, cumulative miles, rides completed, intervention rates? - The company expects to remove safety drivers in parts of Austin by the end of the year, with over a quarter million miles covered by the fleet [26][27] Question: What is the demand and backlog for Megapack, Powerwall, solar or energy storage systems? - Demand for Megapack and Powerwall remains strong, with positive feedback on the new Megablock product [30] Question: What are the present challenges in bringing Optimus to market? - The company highlighted the complexity of creating a dexterous hand for Optimus and the need for a robust supply chain [32][36] Question: Can you update us on the $16.5 billion Samsung chip deal in Taylor? - The company is confident in Samsung's ability to meet timelines and achieve better yields compared to TSMC for the AI five chip [41][42] Question: How long until we see self-driving Tesla Semi trucks? - Production plans for the Tesla Semi are on schedule, with larger builds expected by the end of the year [57] Question: How does Tesla define areas within its core competency versus outside? - Management stated that Tesla has developed its core competencies over time and views itself as a collection of startups [76][78]

Tell me about this project. It's a first step, right. But you've been able to get an insight into Samsung and Google's mixed reality capabilities.That's right. Yeah. So Samsung has been working on this for quite a while, directly compete with Apple's Envision Pro headset.You know, it works very similarly you put it on there are two different main areas ways to sort of engage with the device. One is sort of a pass through experience where you kind of see your home screen apps in front of you using gestures t ...

Mixed Reality Developments - Samsung is developing mixed reality capabilities to compete with Apple's Envision Pro headset, indicating a significant investment in this technology [1] - The device offers a pass-through experience for interacting with home screen apps and a more immersive experience for activities like watching movies or sports [2] - Google Maps integration allows users to explore locations in a new way, enhancing the functionality of the headset with AI capabilities [3] Apple's Foldable iPad Plans - Apple has been working on a foldable iPad, initially projected for release in 2028, but now expected to be delayed until 2029 or later due to engineering challenges [4] - The design aims to create a device that resembles a MacBook when folded, but issues with display engineering and weight management are complicating development [5] - This delay comes as Apple seeks to boost iPad sales and innovate within its product lines, including the recent launch of the iPhone Air [5]