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hey it's saved so Tesla is hosting their
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Tesla AI Day 2 tomorrow from 5 PM to 11
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pm Pacific Time Tesla will be live
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streaming the event so you can check
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that out online in this video I'm going
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to be sharing what I think Tesla will
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announce tomorrow but more importantly
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what are the bigger picture implications
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I'll be hopping on a plane in about an
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hour going from Austin to the Bay area
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and I'm looking forward to this event
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like almost no other event I've been
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attending Tesla events for almost 10
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years now and I'm super excited super
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stoked to check out this event alright
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so Elon Musk tweeted earlier the AI day
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2022 invitation this is going to be in
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Palo Alto tomorrow night and you made a
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note saying that this event is meant for
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recruiting Ai and robotic Engineers so
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it will be highly technical so Elon is
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giving a warning here it probably will
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bore a lot of people but for those
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looking for the right things I think
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it's going to be highly worth it
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holmar's catalog asked Elon saying can
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you drop any hints for AI day please and
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Elon replies this there will be lots of
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technical details and cool Hardware
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demos so we know Tesla will show a demo
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of their prototype humanoid robot but
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what other Hardware demos might Tesla
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show I tweeted earlier today I said I
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could be wrong but decently High
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likelihood that Tesla will show hardware
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for a Tesla AI day 2. so Hardware 4 is
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the whole Hardware Suite that Tesla puts
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on their cars for full self-driving or
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autopilot it's currently they're on
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Generation 3 or Hardware 3. but Tesla is
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about to release I think a full
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self-driving updated computer so this is
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their second iteration of the full self
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driving computer it'll have a much
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faster chip and I think Tesla also will
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upgrade the camera Suite in the cars as
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well I also tweeted that I wouldn't be
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surprised if Tesla spent quite a lot of
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time going over Hardware 4 specs and
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what it enables and also I wouldn't be
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surprised if Tesla announces that all
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Tesla cars at least in North America
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built since the very end of Q3 or let's
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say this week I already have Hardware 4
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installed what does this mean for others
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who don't have hardware for I think
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Tesla will provide enough upgrade path
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hopefully the upgrade it will be for
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free or at least a very minimal cost for
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those who've already paid for the FSD
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option all right so what do I think will
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be the complete list of announcements
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that Tesla goes over at AI day so I
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think there's gonna be five things so
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number one Tesla will announce I think
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the FSC Hardware 4. so this is their new
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computer their system on a chip also a
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new camera Suite Tesla will highlight
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the efficiency gains but also to compute
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power gains from this new hardware Suite
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this will allow Tesla to deploy larger
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neural Nets which will improve the full
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self-driving performance also Tesla
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might highlight the hardware and the
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software kind of integration that Tesla
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has which gives them a huge competitive
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advantage against its competitors all
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right second expectations that Tesla
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will give a dojo update so Dojo is our
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super computer that they're building
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they're still in progress or in process
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I think they'll actually show neural
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Nets in action on this they actually
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might show an exopod which is 120 tiles
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put together one tile equals 25 of their
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D1 chips or system on a chips also they
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might talk about the various tools and
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software that's required to build around
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the Tesla Dojo supercomputer alright
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third expectation for announcement I
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think Tesla will dive into their full
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self-driving updates I think they will
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share an update on the occupc network
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which is basically kind of a new
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framework that Tesla has developed where
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they're more accurately able to detect
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and identify all the various objects and
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their moving speed and actually the
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future projections of where those
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objects will be at any given time Tesla
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will probably also highlight the safety
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advantages that FSC bring and also they
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might highlight how neural Nets are
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taking over their software stack away
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from kind of a rule-based or heuristic
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approach they also might give an updates
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with their development on their
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simulation software and the overall
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pictures I think Tesla will give a clear
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path to reach Robo taxi in other words
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they'll show what they have remaining to
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tackle and how far they need to go all
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right number four announcement I'm
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expecting is the humanoid robot we know
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Tesla will give a demo of their
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prototype but what is this prototype I
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think it'll be kind of full humanoid
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robot obviously won't have a face
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they'll have hands have arms legs and
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feet I would imagine this robot would be
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able to walk out on the stage and the
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focus will probably be doing on some
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simple picking up or moving things the
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focus for Tesla on the robots is they
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want to have hundreds if not thousands
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of these robots in their factories first
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helping the manufacturing process
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actually being super helpful Tesla will
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probably give an update on how they're
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working hard with the actuators and the
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actual Hardware of the robot but also
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integrating right the FSC computer and
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probably a new set of neural Nets to
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enable the robot to become smarter over
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time and the last announcement is I
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think Tesla might give test rides of the
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new Roadster to participants at the
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event now this is just speculation just
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some of my ideas here all right so
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moving on what are the bigger picture
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implications so why does this matter
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number one I think this AI day will show
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Tesla's extreme focus and execution on
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reaching FSD and Robo taxi Tesla isn't
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fooling around they have a clear
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priority and focus on reaching a full
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FSD second implications I think this
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will further cement Tesla as one of the
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leading AI companies not just an auto
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company and not just a tech company but
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actually one of the world's leading AI
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companies my opinion all right number
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three implication I think AI day will
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show Tesla's unique Hardware plus
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software approach toward AI in other
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words you've got the car and the brains
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right you've got the robot and the
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brains so you've got a hardware plus a
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software right integrated approach that
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I think brings a lot of competitive
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advantages for Tesla all right number
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four I think we'll see the confidence of
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Elon Musk in this presentation I think
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Elon will emphasize that they're
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reaching FSD soon they're getting there
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and that they're seeing a clear path to
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an eventual Robo taxi number five
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implication is I think this first
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prototype of the Tesla Optimus robot
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will put Tesla on the map as a leader in
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the robotics field and I think Tesla's
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position as eventual leader of the
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entire robotics field will be cemented
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year after year as they give these
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updates showing people the amazing
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things they're doing not just with
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robotics but combining robotics with the
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latest and a Cutting Edge AI technology
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all right number six implication is
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Tesla's Optimus robot I think will have
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a clear path to Market I'm looking for
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any clues that Tesla gives in terms of
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what is their first Focus I think it'll
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be the Factory and then from the factory
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how will Tesla go into the consumer's
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house and the question there is how long
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will it take right to go from the
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prototype to a consumer's house I think
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we're looking at probably five years or
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so but it's plus or minus and a lot of
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that is going to be dependent on what
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Tesla says and what they show at this AI
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day all right number seven implication
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is Tesla is building all of this
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state-of-art AI Hardware software right
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building Robo taxis and Rogue robots in
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development but all of this is within
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their current r d spend or research and
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development spend and this is extremely
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lean in other words this is showing a
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lot of fiscal discipline to be able to
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death into future trillion dollar
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markets but yet still have lean expenses
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and have billions of dollars of profit
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every quarter this is the position that
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Tesla's in and AI day will only
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reinforce this all right number eight
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implications that AI or artificial
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intelligence is adding extreme value to
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Tesla's business model right it's not
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just cars but you're adding on to the
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cars an artificial brain that's able to
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drive the car without a human eventually
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now this is FSD and Robo taxi but you
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also got the brains for a future robot
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also you've got manufacturing
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efficiencies that are gained by Robotics
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and Ai and I think the list will go on
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more and more over time as you can tell
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I'm pretty excited and stoked about
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Tesla's AI day 2. I think it'll really
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cement Tesla's leadership in the
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hardware plus software AI field in
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robotics but also with full self-driving
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hopefully I'll be able to do a video or
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two at the event so subscribe to my
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channel for any updates and we'll see
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you guys in my next video thanks
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