The Battle for AI Dominance: Tesla, AMD, NVIDIA

The Battle for AI Dominance: Tesla, AMD, NVIDIA

Table of Contents:

1. Introduction
2. Cybertruck in China 2.1 Attracting attention in China 2.2 Tesla showroom video 2.3 Canadian customers' wait for Cybertruck
3. Tesla's Donation to Del Valal International School District 3.1 Tesla's contribution for a new gigafactory 3.2 Partnership with Del Valal 3.3 Manufacturing and Automotive training program
4. Model 3 Plus Performance Update 4.1 Congratulatory message to James May 4.2 Performance Model 3 Plus release
5. Tesla's Software Update and Locking Differentials 5.1 Software glitch fix 5.2 Locking differential controls
6. VW ID4 Tax Credit Eligibility 6.1 Different variants of VW ID4 6.2 Comparing ID4 and Model Y prices
7. Tesla's Investment in Computing Projects 7.1 Tesla's investment in Dojo supercomputer 7.2 Comparison with Nvidia and AMD
8. Introduction to Soylent as a Snack Replacement 8.1 Benefits and features of Soylent 8.2 Availability and discount offer
9. Challenges in Selling EVs 9.1 Uncertain economy and pricing concerns 9.2 Postar's job cuts and analysts' prediction
10. Battery Storage Dominance in GRID Services 10.1 Battery storage growth in grid services 10.2 Tesla's battery storage installations
11. Pepsi's Adoption of Tesla Semi Trucks 11.1 Tesla Semi at Pepsi's Sacramento Distribution Center 11.2 Benefits of Tesla Semi
12. Tesla's Advantage in AI and Robo Taxis 12.1 Full Self-Driving technology and early evidence of Robo Taxis 12.2 Tesla's data advantage and potential challenges
13. Mercedes Dealerships' Challenges with EV Adoption 13.1 Demand and adoption rates for EVs 13.2 Concerns about Chinese IoT devices and tariffs
14. Investigation into Cruise's Handling of Pedestrian Accident 14.1 Cooperation with federal agencies 14.2 Independent review of Cruise's failings
15. Updates from Other Automakers 15.1 Honda's all-electric SUV, the Prologue 15.2 Mercedes' sale of C dealerships 15.3 Lucid Motors' Project Midsize and Rivian's R2 platform event 15.4 Porsche's second EV, the Macan
16. Turning around the Narrative on Wall Street 16.1 Suggestions for Tesla and Elon Musk

👉 Cybertruck in China

The highly anticipated Cybertruck has made its way to China and is capturing the attention of many. A video circulating online shows the Cybertruck pulling into a Tesla showroom in China, surrounded by a crowd of people eagerly taking videos and photos. This reflects the immense popularity and Curiosity surrounding Tesla's futuristic electric pickup truck.

👉 Tesla's Donation to Del Valal International School District

Tesla has once again showcased its commitment to education and community development by donating $600,000 to the Del Valal International School District. The donation will fund the construction of a new gigafactory for their manufacturing Studio, which will feature a Cybertruck in the background. The manufacturing studio is a 4-year program that prepares students for careers in robotics and automation. Through Tesla's manufacturing development program, 144 students have already been hired into full-time Tesla jobs, fostering a valuable partnership between Tesla and Del Val.

👉 Model 3 Plus Performance Update

Tesla enthusiasts received exciting news recently when Martin, a Tesla insider, spilled the beans on the upcoming Model 3 Plus Performance. Martin addressed James May, formerly of Top Gear, congratulating him and suggesting that he should consider getting the performance variant of the Model 3 once it is released. Although an official release date for the Model 3 Plus Performance has not been announced, this revelation further solidifies its existence and leaves fans eagerly awaiting its arrival.

👉 Tesla's Software Update and Locking Differentials

Tesla continues to prioritize the enhancement of its vehicles through software updates. A recent update addressed a software glitch that affected the backup camera's functionality when the car is put in reverse. This fix was crucial as it impacted around 200,000 Tesla Model Y and X vehicles from 2023. Additionally, Tesla owners can look forward to the introduction of locking differential controls, known as lockers, which will further enhance the off-road capabilities of their vehicles. These lockers can lock the axles together, providing maximum torque to the tire with traction, making off-road experiences more enjoyable.

👉 VW ID4 Tax Credit Eligibility

The VW ID4, produced in Chattanooga, Tennessee, has become an attractive option for electric vehicle buyers due to its tax credit eligibility. There are now eight different variants of the VW ID4 that qualify for the full $7,500 tax credit. The entry-level ID4 starts at $31,500, making it more affordable compared to the cheapest option for the Tesla Model Y, even after factoring in the tax credit. However, prospective buyers must consider if the tradeoffs of the ID4 are worth the savings compared to the Model Y.

👉 Tesla's Investment in Computing Projects

Tesla's commitment to advancing artificial intelligence (AI) is demonstrated through its investment in computing projects. One notable investment is the installation of the Dojo supercomputer at Giga New York. Tesla plans to spend over $500 million over five years on Dojo, which is expected to revolutionize AI capabilities. In comparison, the cost of $500 million for Dojo is only a fraction of what Tesla will spend on Nvidia hardware this year. Tesla's investment in AI and computing power emphasizes the importance of staying competitive in this rapidly evolving field.

👉 Introduction to Soylent as a Snack Replacement

In the Quest for a convenient and nutritious snack replacement, Soylent has gained popularity among coders, gamers, and individuals looking to stay fueled without interrupting their activities. Soylent offers a variety of flavors, including mint chocolate and creamy chocolate, providing a satisfying alternative to unhealthy cravings. Each serving of Soylent contains 20g of protein, only 1g of sugar, and healthy fats, making it a suitable option for those seeking a balanced snack. Soylent is portable and does not require refrigeration, making it ideal for on-the-go individuals. The first 500 people who use the code "electrified30" can enjoy a 30% discount on their first subscription.

👉 Challenges in Selling EVs

The sale of electric vehicles (EVs) faces several challenges, including an uncertain economy and pricing concerns. As EVs continue to gain traction, automakers are faced with the decision of whether to lower prices to stimulate demand or cope with undercapacity utilization at their plants. Postar, for instance, plans to cut around 450 jobs globally, reducing their external spend. Analysts are even suggesting that Postar should go private again. This highlights the need for automakers to navigate the competitive EV market carefully and make strategic decisions to maintain profitability.

👉 Battery Storage Dominance in Grid Services

Battery storage is swiftly emerging as the dominant player in providing key services to the grid. According to the latest data, batteries captured a 50% share in the frequency and ancillary services (FCAS) market in the December quarter, marking a 38% increase from the previous year. Battery storage offers unmatched speed and versatility in responding to grid demands. In the US, Tesla's contribution to battery storage installations outweighs the cumulative installs in Germany, reinforcing Tesla's position as a market leader in energy storage.

👉 Pepsi's Adoption of Tesla Semi Trucks

Leading beverage company Pepsi is championing the adoption of Tesla Semi trucks in their operations. With approximately 21 Tesla Semis deployed at their Sacramento Distribution Center, Pepsi aims to eliminate the challenges associated with replacing diesel-powered trucks. Although diesel trucks can cover over 1,000 miles on a tank, Tesla Semis have demonstrated the capability to travel up to 500 miles on a single charge, even with continuous operation between two drivers. Tesla's extensive charging infrastructure in Sacramento enables quick charging of Pepsi's electric trucks, providing a promising outlook for the future mass production of Tesla Semis.

👉 Tesla's Advantage in AI and Robo Taxis

Tesla has gained a significant advantage in the field of artificial intelligence (AI) through its vast data collection from millions of miles driven in full self-driving mode. This advantage, which surpasses that of other autonomous vehicle manufacturers, enables Tesla to continuously improve its Autopilot system and work towards achieving the long-awaited vision of a widespread network of Tesla Robo Taxis. While other companies like Waymo also claim to have self-driving capabilities, Tesla's unique position as both an automaker and an AI powerhouse sets it apart. Tesla's commitment to AI and Robo Taxis opens up new possibilities in transportation and reinforces its leadership in the EV industry.

👉 Mercedes Dealerships' Challenges with EV Adoption

The transition to electric vehicles (EVs) presents challenges for Mercedes dealerships, particularly in terms of demand and adoption rates. While some regions, like California, have high EV adoption rates of up to 40-50%, other areas, such as New York, lag behind with only 15% adoption rates. This disparity poses a unique challenge for manufacturers and dealerships. Additionally, concerns about the use of Chinese Internet of Things (IoT) devices in vehicles and potential privacy issues are emerging. Furthermore, tariffs between countries could impact the EV market, leading manufacturers to carefully evaluate their strategies to cater to varying conditions.

👉 Investigation into Cruise's Handling of Pedestrian Accident

Cruise, the autonomous vehicle subsidiary of General Motors, is currently under investigation by several US federal agencies regarding their handling of a pedestrian accident. The investigation focuses on whether Cruise shared complete and accurate information with regulators and the public regarding the accident. An independent review found that Cruise's failings were a result of poor leadership, mistakes in judgment, and a lack of accountability and transparency. This investigation highlights the importance of maintaining trust, transparency, and accountability in the development of autonomous vehicle technology.

👉 Updates from Other Automakers

Various automakers have made exciting announcements in the EV space. Honda has revealed its first all-electric SUV, the Prologue, which is set to arrive in dealerships in March. Porsche has also announced its Second all-electric vehicle, the Macan, with impressive charging speeds and a range yet to be disclosed. The Macon is expected to be available in the second half of this year. Meanwhile, Mercedes plans to sell its C dealerships, a move described as a realignment rather than a financial problem. On the other HAND, Lucid Motors' Project Midsize and Rivian's R2 platform event indicate progress and innovation in the EV market, generating anticipation among enthusiasts.

👉 Turning around the Narrative on Wall Street

Tesla and Elon Musk face the challenge of turning around the narrative on Wall Street. To restore investor confidence, there are suggestions that Tesla needs to address concerns surrounding production capacity, vehicle delivery, profitability, and transparency. As the electric vehicle industry continues to evolve, Tesla needs to establish a strong narrative that showcases its competitive edge, technological advancements, and commitment to sustainable transportation. By addressing these factors, Tesla aims to change the Perception of its stock and secure a brighter future.

Highlights:

• Cybertruck attracts attention in China, showcased in Tesla showroom video.
• Tesla's $600,000 donation funds new gigafactory for Del Valal International School District.
• Martin Hints at the release of Model 3 Plus Performance.
• Tesla addresses software glitch and announces locking differential controls.
• VW ID4 qualifies for full tax credit, competing with Tesla Model Y.
• Tesla invests in Dojo supercomputer, emphasizing the importance of AI.
• Introduction to Soylent as a convenient and nutritious snack replacement.
• Challenges in selling EVs amidst an uncertain economy and pricing concerns.
• Battery storage dominates grid services, Tesla leads in installations.
• Pepsi adopts Tesla Semi trucks, plans for mass production.
• Tesla's advantage in AI and Robo Taxis sets it apart from competitors.
• Mercedes dealerships face challenges in EV adoption and potential concerns.
• Investigation into Cruise's handling of pedestrian accident raises transparency issues.
• Updates from Honda, Porsche, Rivian, and Lucid Motors in the EV market.
• Tesla aims to turn around the narrative on Wall Street with strategic improvements.

FAQ:

Q: Will the Cybertruck be available for purchase in Canada soon? A: Based on comments from the Q4 call, Tesla expects to fill out its 2024 production allotment soon, but no Canadian customers have received order emails yet. Canadian customers may have to wait until 2025 to get their hands on a Cybertruck.

Q: What is the cost of the VW ID4, and how does it compare to the Tesla Model Y? A: The VW ID4 starts at $31,500, qualifying for the full $7,500 tax credit. After the tax credit, it is more affordable than the entry-level Tesla Model Y, which starts at about $36,500.

Q: What are the challenges automakers face in selling EVs? A: Uncertain economic conditions and pricing concerns pose challenges for automakers selling EVs. They must decide whether to cut prices to stimulate demand or face undercapacity utilization at their plants. This decision affects their profitability and trade-offs.

Q: What advantages does Tesla have in AI and Robo Taxis? A: Tesla has a significant advantage in AI due to its collection of data from over 2 million miles per day driven in full self-driving mode. This data advantage sets Tesla apart from competitors and enables continuous improvements to their Autopilot system. Tesla's commitment to AI and Robo Taxis positions it as a leader in the EV industry.

Q: How can Tesla turn around the narrative on Wall Street? A: Tesla needs to address concerns surrounding production capacity, vehicle delivery, profitability, and transparency. By showcasing its competitive edge, technological advancements, and commitment to sustainable transportation, Tesla aims to change the perception of its stock and secure a more positive future.

Resources:

• Soylent
• Tesla Website