357 annotations
Page 2 of 18
when it's not driving the car, you just put this intelligence to other uses, solving scientific problems or answer in terms of
(No comment added)
Transcript
2024 Q1
13 May 24
you could have on the order of 100 gigawatts of useful compute, which might be more than anyone more than any company, probably more than any company
(No comment added)
Transcript
2024 Q1
13 May 24
and you've got a kilowatt of useable compute and maybe your own Hardware 6 or 7 by that time
(No comment added)
Transcript
2024 Q1
13 May 24
f you get like to the 100 million vehicle level
(No comment added)
Transcript
2024 Q1
13 May 24
We want to use the computer as much as possible and close to like basically 100% of the time
(No comment added)
Transcript
2024 Q1
13 May 24
we have already paid for this compute in these cars, it might be wise to use them
(No comment added)
Transcript
2024 Q1
13 May 24
You can do a lot of other workloads. Even right now, we are seeing, for example, these [ 11 ] companies have this like batch workloads where they send a bunch of documents and those are run through pretty large neural networks and take a lot of compute to chunk through those workloads.
(No comment added)
Transcript
2024 Q1
13 May 24
even when it's a full robotaxi, it's probably going to be used around 50 hours a week
(No comment added)
Transcript
2024 Q1
13 May 24
We think Q2 will be a lot better.
(No comment added)
Transcript
2024 Q1
13 May 24
our cost down efforts, we basically were offsetting the price cuts
(No comment added)
Transcript
2024 Q1
13 May 24
I think we have a good chance we do sign a deal this year, maybe more than one.
(No comment added)
Transcript
2024 Q1
13 May 24
a deal signed now would result in it being in a car probably 3 years.
(No comment added)
Transcript
2024 Q1
13 May 24
No heavy integration work for vehicle manufacturers.
(No comment added)
Transcript
2024 Q1
13 May 24
No LiDARs, no radars, no ultrasonic, nothing.
(No comment added)
Transcript
2024 Q1
13 May 24
it really just be a case of having them use the same cameras and inference computer and licensing our software
(No comment added)
Transcript
2024 Q1
13 May 24
if you look at the drop in our competitors in China sales versus our drop in sales, our drop was less than theirs
(No comment added)
Transcript
2024 Q1
13 May 24
I think we'll have higher sales this year than last year
(No comment added)
Transcript
2024 Q1
13 May 24
Lathrop is ramping
(No comment added)
Transcript
2024 Q1
13 May 24
We have our second GA line allowing us to increase our exit rate from 20 gigawatt hours per year to -- at the start of this year to 40 gigawatt hours per year by the end of the year.
(No comment added)
Transcript
2024 Q1
13 May 24
No.
(No comment added)
Transcript
2024 Q1
13 May 24