Part 10/13:
This hardware leap is expected to directly translate into improved FSD capabilities, bringing true full self-driving closer to reality. Musk also revealed plans for AI chip production at TSMC and Samsung, with full-scale high-volume manufacturing anticipated by 2027, signaling a relentless focus on hardware to support Tesla’s autonomy goals.
Expansion of Robotaxi and Energy Business
Tesla’s robotaxi program is gaining momentum, with reports of successful test rides using FSD V14 in Austin. The company is also actively expanding its insurance and incident management infrastructure, employing new roles like senior insurance claims specialists geared towards robo-taxi operations.