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offering a fully integrated product with our own power electronics and site level control
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Transcript
2024 Q2
28 Jul 24
We had a really strong contracting quarter and continue to build our backlog for 2025 and 2026.
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2024 Q2
28 Jul 24
a long end in terms of where you enter into a contract to where delivery starts happening
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2024 Q2
28 Jul 24
we are working with a large set of players in the market and our pipeline is actually pretty long
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2024 Q2
28 Jul 24
we will have a fleet that's on the order of 7 million [indiscernible] soon
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2024 Q2
28 Jul 24
the take almost close to 0 give a specific core in there
"there's almost close to 0 US specific code in there"
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2024 Q2
28 Jul 24
Is it FMVSS that's standard?
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2024 Q2
28 Jul 24
Our solution is a general solution that works anywhere.
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2024 Q2
28 Jul 24
I think we're likely to receive that before the end of the year
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2024 Q2
28 Jul 24
pretty soon, we will ask for regulatory approval of the Tesla supervised FSD in Europe, China and other countries
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2024 Q2
28 Jul 24
in Q2 itself, we started building right hand for Model Ys out of Berlin and we also delivered it in the U.K.
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2024 Q2
28 Jul 24
we're still importing Model 3s into Europe out of Shanghai
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2024 Q2
28 Jul 24
We are confident that we should get a better rate than what they have imposed for now
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2024 Q2
28 Jul 24
it would be several years before you would see this in volume
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2024 Q2
28 Jul 24
it's really a gateway computer with cellular and WiFi connectivity, the Telsa AI computer and 7 cameras [indiscernible] commerce to get a 360-degree view
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2024 Q2
28 Jul 24
they would have to integrate our AI computer and have cameras with a 360-degree view
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2024 Q2
28 Jul 24
there's a fleet of at some point, 100 million vehicles with AI5 and beyond AI6 and 7 and what not, and the maybe billions of human robots, that is just a staggering amount of inference compute that could used for general purpose computing
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2024 Q2
28 Jul 24
we're aiming to have that in production at the next year and scale production in 2016
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2024 Q2
28 Jul 24
whether distributed compute becomes interesting is with next-generation [indiscernible], which is Hydro, what we're calling AI5, which is from the standpoint of [indiscernible] comparable to B200 and a bit of b200
"I think where the distributed compute becomes interesting is with our next generation Tesla AI chip, which is hardware 5, or what we call AI5, which is, from the standpoint of inference capability, comparable to B200, NVIDIA B200."
Transcript
2024 Q2
28 Jul 24
market capital on the order of $5 trillion for -- maybe more for autonomous transport, and it's several times that number for general-purpose human robots
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Transcript
2024 Q2
28 Jul 24