AI Strategy - Tesla is shifting its focus to AI5 chips manufactured by TSMC and AI6 chips manufactured by Samsung, consolidating resources for AI development [1] - AI5 chip production by TSMC is expected to begin in late 2026, with performance 3 to 5 times higher than HW4 [1] - Tesla is integrating Dojo architecture into the AI6 chip for vehicles and Optimus robots, aiming for a unified AI ecosystem [1] Robotaxi and Operations - Tesla is expanding its Robotaxi testing and validation in six cities in Texas, strategically building an ecosystem centered around Austin [1] - Model Y Long Range RWD lease prices in the US have increased from $349/month to $399/month with a $3,000 down payment for a 36-month lease at 10,000 miles per year [1] - Giga Berlin is now delivering Model Y vehicles to Canada due to tariffs, necessitating a reassessment of cost and benefit strategies [1] Service and Support - Tesla is piloting a new service model by providing customers with direct contact information for local service leaders to address concerns and disputes [1] - Tesla plans to expand this solution to all service locations, aiming to improve customer service and communication [1] Semi and Infrastructure - FritoLay is constructing a charging station in Rosenberg, Texas, specifically for Tesla Semi trucks, featuring 8 V4 charging piles each with a maximum power of 12 MW [2] - The charging station includes a 960 kW solar array and two Tesla Megapack XL energy storage units to reduce reliance on the grid [2] Cybertruck - The US Air Force is purchasing a Cybertruck to use it as a target for missile testing, recognizing its durable stainless steel exoskeleton as a potential military threat [2] Tesla Restaurant - Tesla's Hollywood restaurant has reduced its menu to five sandwiches due to high demand and the need to improve efficiency [2]

Elon Musk on winding down the Dojo super computer efforts. https://t.co/Z0j8nlsYMxElon Musk (@elonmusk):@amitisinvesting It doesn’t make sense for Tesla to divide its resources and scale two quite different AI chip designs.The Tesla AI5, AI6 and subsequent chips will be excellent for inference and at least pretty good for training. All effort is focused on that. ...

以下文章来源于差评汽车部 ，作者脖子哥 差评汽车部 . 车企不会说的，技术没看懂的，看车不会选的，都来差评汽车部！ 在关税面前，马斯克也怂了。 文 ｜ TC 编辑 ｜ 脖子右拧 面线 来源｜ 差评汽车部（ID：xpin_automobile） 封面来源 ｜ Unsplash 没想到在关税面前，硬怼懂王的马斯克这回也怂了。 最近，路透社就爆出了一个消息，说特斯拉和韩国的LGES（LG能源解决方案公司）签了一个43亿美元的电池肥单，相当于人民币303.2亿元。 这钱要是给极越或者哪吒，都能让它们原地复活。 早在今年4月份的时候，特斯拉CFO就在财报会上表态。他发现， 美国关税让特斯拉增加了3亿美元的成本 ，其中"能源业务受到的冲击将格外巨大，因为我 们的磷酸铁锂电池是从中国进口的。" 于是特斯拉就磨刀霍霍，准备抛弃中国电池厂，转头选择本土供应商。 毕竟按照目前美国的关税政策，从中国进口 储能电池 需要包含： 基础关税（3.4%）+301条款（7.5%）+芬太尼关税（20%）+对等关税（10%），综合起 来40.9% ，过几年还可能继续增加，老马总不能和钱过不去吧？ 只不过呢，特斯拉的CFO也觉得，换电池供应商并不 ...