Tesla Cybercab Crisis: Elon Musk Announces AI5 Chip Delays

Are you kidding….he’s always on schedule this is bull shit

What is that weird ass nonsense about remote operator requirements like Waymo? Every autonomous car company will need remote operators for *when things go wrong* - even as small as a user notifying of a seat belt failure. They seem to have some weird belief that Tesla is on some magical arc different than everyone else?

TSLQ!

Always on schedule? I can't tell if you're being sarcastic or serious.

It's highly Elon is going to buy Nvidia chip & not making an AI in house

Sarcastic. He’s a quack

Blame the chip. If the chip was ready everything would suddenly work.

He's always on schedule, everyone else isn't. Its not his fault. /s

Don’t use leverage ETFs. Just short TSLA like normal, then put proceeds to SPY and gold to absorb volatility

"A Musk is never late, nor is he early, he arrives precisely when he means to..." probably

Why does a seat belt failure notification require a human? And according to Musk, Optimus will replace human intelligence. Following this assertion, what can a human do, intelligence wise, that Optimus cannot? )And for the people who misunderstand my post: I think Tesla/Musk are full of bullshit but according to their exaggerations/lies, Optimus and Tesla robotaxis should not require a human fail safe backup).

So Tesla wants to become a chip maker now... I presume in the same way Nvidia is a chip maker despite owning no chip making factories. Maybe Tesla should also outsource all their car manufacturing to Steyr and still claim to be a car maker 🤔

Everything Elmo does takes forever and appears vastly inferior than the dreams he continually sells to his cult

They will need to send the car to service. Or if it is a different problem, send someone. And Optimus isn't going to replace a hamster, let alone a human, in anytime we need to worry about.

I listened to the Earnings Call and this news is not surprising. He talked about this chip as if it was done. I have default position when Musk talks about these things: I assume he is lying, and these new products do not exist and will never exist.

We all k ow that Elon time rationto real time is about 1:2. So no surprise about the delay. As of why it's not hard to guess that an egg-laying wool-milk-sow (jack of all trades dwvice) is hard to develop. I don't know nothing about today's neuronal chip designs. But I still think that you need at som points select how many neurons in parallel, how many layer of neurons and how many weights. And noone can tell me that's the same for autnompus driving and for optimus. As optimus needs much more capabilites than just the senoric and actuator portion.

fElon Musk and missed time lines: name a more iconic duo.

Except that if an OEM hands them a shitty design, Steyr has the wherewithal to point out the flaws. Tesla would never stand for that.

Always on schedule according to Elon-time.

In a future dictionary: Elon n. (Arch. Eng. early 21st century), a person who over promises and under delivers, yet somehow some people still believe his empty promises.

But will they be able to replace human passengers?! A fleet of robotaxis shuttling Optimus robots around to fix broken robotaxis... Infinite money loop...

Didn't realise Nvidia didn't make the chips. Is that all TMSC then?  That makes it a lot less solid proposition if they just have the IP. That aside, how could Musk compete. I'd assume the top talent can choose where they work, and it probably won't be at Tesla.

Nvidia are a "fabless manufacturer" - an oxymoron marketing slogan brought to you by private equity MBA types. But yes like AMD they get TSMC (or Intel / Samsung etc.) to actually make the physical hardware. Showing my age / length of time following Tesla, originally Tesla's true founders (Eberhardt an Tarpenning) pitched themselves a Fabless car manufacturer. It was more down to grants, tax subsidies, Toyota's gifting of Fremont that actually meant they started building cars. ( A hugely low margin capital intensive cyclical industry, unlike selling IP!!l)

FSD in 14 months bro

Now he’s saying they’re going to build a fucking “giant chip fab”?! Can anyone *please* tell me how anyone takes this idiot seriously any more?

So ASTS is a 20 billion dollar company and designed, reviewed, manufactured and built a satellite with custom chips in ~ 18 months and Elon probably isn't going to be able to do it in 4 years? The chip applications are vastly different which might contribute, but WTF. How is this vaporware hack the richest person on Earth?

I do not believe Tesla has a chip design department

Tesla fails to hit often-repeated promises about product release dates and capability. They’ve certainly never done _that_ before, have they? This is just another iteration on the “a year or two in the future” promises that Tesla has been making since 2013. Back then, it was full self driving “in a few years”. In 2015, it was “by 2017”. In 2019 we were promised “a million robotaxis on the road by 2020” Now it’s 2025, and Tesla is promising full self driving “by 2027”. Nothing has changed; Tesla still doesn’t have an actual solution that delivers Level 5 autonomy; and stock prices will undoubtedly rise on this news. This pattern will likely continue until the Wall Street finance bros stop believing in the Tesla CEO’s snake oil … at which point Tesla will be lucky if stock prices stop falling when they hit the $10-$15 range that would be appropriate for it as a carmaker.

There are not that many chip manufacturing companies left. Intel is one of the bigger ones and they seem to be trying to go the fabless route that everyone else took years ago. When intel is out, I think only Samsung is left, but they spilt the fabs from the design business many years ago, so they are already more fabless than intel. Being a fabless manufacturer is not that risky a proposition, the manufacturer makes all the source files, custom cells, wafer test vectors and software for their design. What the fab (TSMC) gets is a drawing of each mask in the mask set, they make the masks, use the masks to produce the wafers and then the ship the wafers to the fabless manufacturer (or their designated test house). Sure, the fab can reverse engineer the transistors from masks and maybe steal something - or they can produce more wafers than the customer knows about. But they will have a hard time testing the wafers, and packaging them up. If your chip design relies on a cryptographically key, that key would usually be installed later. And without the key, it won't be the same chip. So Nvidia and the other fabless companies like Apple, Google, AMD, etc are safe from commercial exploitation. And IP is protected from anyone but the biggest state actors. State of the art factories are too expensive to be used by just one company for the length of their existence, thus everyone is moving to a fabless model.

When is he returning the stolen roadster money?

Overpromise and underdeliver. That's The Musk Way.

Wait. Is it normal to have completed the design of a chip and then implementing the chip in your products 18months later??

At least Elon is consistent. 😂

Nvidia is a packaging/assembly company. TSMC and Samsung are the heavyweight chip manufacturers.

Come on guys Elon said 2026 is going to be bananas. Also he will have Optimus driving teslas soon so there is no need for a full self driving car.

Not "giant chip fab," more likely a "gigafab."

Never mind the insane delay on its own, but by 2027 won’t the chip be much more “old” by then with other products surpassing it? 2 or 3 years is a lot of time for chip advancements

Musk over promising and under delivering? Imposiburu

His investors are like “good news. Decreasing revenues and lower margins! Stonks go up!” Hilarious to watch this play out.

What's amazing is analysts will just keep pumping the stock and Elon. He announced the chip was done 2yrs ago. And now say he just got done with a review meeting? WTF!! and the chip won't be ready for basically another 2yrs? This should tank the stock with downgrades from every major firm. But it won't and the scam is allowed to continue. Elon and the ahole from Nikola motors. Epic level con artists

Sub-Reddit should be named “Elon Envy”. Teslas future products will be enhanced by the A15 chip, but they are currently not dependent on it. Tesla sources chips from both TSMC and Samsung. Chip capacity at both of these manufacturers is severely constrained. That’s why ultimately Tesla will build their own Fab. Also, the Tesla designed chips are optimized for FSD and Optimus. Because of this focus, they use much less power and are not as costly, for example, as the more elaborate chips that Nvidia requires. Tesla FSD is quantum Leap ahead of Waymo and does not require the micro mapping process of a year micro mapping every single location in an area, and then they’re restricted to those preloaded maps. Go watch some YouTube videos. People are using the new version of FSD to do completely hands off trips from their garage to their destination for hours without touching the wheel. If you think a cyber cab can’t operate without a wheel and pedals what do you think the wheel and pedals in a Tesla control? Steering and braking are driven totally through electronics and that aspect makes no difference whatsoever to FSD. From a software standpoint, FSD currently monitors driver’s eye attention, so they don’t have to keep their hands on the wheel at all. Cyber cab and Optimus are not dependent on the A15 chip. They are dependent on the FSD software. The newer chip will enhance the capabilities of both. If Waymo so great, why do I see so many Teslas driving around but I don’t see any auto manufacturers selling Waymo equipped FSD cars to the general public? That wouldn’t be because they’re restricted to a certain area would it? And that it’s also super expensive? Lift your heads above the fog and take a look at what’s actually going on in the real world.

The chip being late isn't a crisis. It's a way to distract from the crisis.

They are going to make giga chips. 1 meter wafer diameter.

Hardware is hard dude. Leave Elon alone, he is just notoriously ambitious. Also he's a genius on the spectrum and btw the richest man alive. What have you achieved?

I hope he tries to build his own fab. He will lose tens of billions!

The more delays, the fewer deaths. Robotaxis are death traps.

Exactly. They just keep letting him get away with it. Unbelievable

Yup

Dont worry about AI5 chip get delayed. He will get a flying Tesla prototype ready by end of the year to show case. Just wait what kind of excuse it's gonna be this time.

When people say “he’s on the spectrum” I honestly have to wonder if they’re talking about a spectrum of sociopathies.

The analysts want to take SPACEX public so they want to be on Elons good side. An IPO can generate fees of 7 percent.

mr. grandmaster of efficiency will bring forth human-operated optimus driving robotaxis. some time in the upcoming years. after another pay package or 2.

Have you considered the possibility that the “chip delay” is an acknowledgement that none of these projects are currently viable?

Raise your hand if you see any reason to believe that Tesla will design an AI chip that is better or more innovative than NVIDIA, Samsung, Intel, Google, or several others. It's such a classical case of hubris.

he was hoping everyone would forget about it.

Whatever happened to Tesla Semi? Is that a chip problem too?

Usually says more about them then Musk

True. Greed !

Or the chip never exists.

Bro didn’t realize that chip business almost bankrupted Intel.

Bad news? Time for the stock to go up

Also they are hiding incident numbers in their cyber cab by not reporting incidents that had to have human intervention in

Ok to be fair AMD did own their own fab until they sold it off in 2009 and AMD still does own an operate manufacturing facilities, they just aren't processor manufacturing facilities. So basically the same as Apple

I doubt Intel will go fabless, they still have expansion projects being worked on and own... A lot... Of fabs

It isnt hubris... It is stock manipulation

AI5 is old news. He’s gonna spend the next decade claiming to build a fabrication facility for AI6, then AI7, then AI8…. And all of his investors will gobble it up while the market cap keeps going up and he gets his trillion dollars. Then around age 65 he’s just going to take the money and run. I think everyone forgets all he is is a business school hack who comes from privilege and came of age during Internet bubble 1.0. He knows the way to quick and massive wealth is say a bunch of shit that sounds good and could infinitely scale, drop a few breadcrumbs that make people feel it’s remotely plausible, and then keep announcing bigger shit that’ll never happen while you burn cash and find more gullible investors. Tesla had amazing technology when he stumbled upon that and bought out majority control. He inserted himself as a car executive when he knows nothing about that stuff. And he doesn’t seem all that interested in putting the time in. He’s got like 12 cabs driving around giving a few influencers a ride once a week in Texas, and a permit to do the same and a couple other areas. And we’re supposed to believe there’s gonna be 100 million humanoid robots in a few years and no poverty? Or a colony on Mars? From a massively fat old man with hair plugs, who mumbles and has awful communication, skills, and who impregnate his coworkers and subordinates? He is grifting from boomers on the institutional and retail investor side, who grew up watching the Jetsons and now think they are living in the future. In college, he was charging five bucks to run keg parties since he thought all of the undergrads were dumb suckers. Now he’s charging his investors $1 trillion to get into his fantasy land. And he just might pull it off.

Ya just like FSD would be released 3+ years ago and their cyber taxi service would be running coast to coast years ago

Or never deliver

This also, yes.

They’ll take it public once the competition heats up. Elon to his fans, “here, hold this bag”.

You mean, the thing that's going to unlock autonomous driving is only 18 months away? [Wow, that's amazing and unprecedented.](https://en.wikipedia.org/wiki/List_of_predictions_for_autonomous_Tesla_vehicles_by_Elon_Musk)

No because it'll be made with a special process using Optimus robots traveling high speed on the Martian hyper loop in full self drive mode so we don't even need to think about it and just be glad that elons solar roof costs less than a traditional tile roof...

nooo, reallllyyy? Who would have thought!!!

100%

Elon thinks like a genius, he will read a complex technical paper about a complex issue and instantly pick up on several key areas to focus on then use his own intelligence to pick the best solution. Sadly he isn't a genius, or very smart at all, so the result of him fumbling through text he doesn't understand and making wild assertions is that the people he pays to make it happen have to work with insane design demands and fickle management strategy so everything gets in a mess.

Seek help if you can't see sarcasm in that sentence. Really.

Sarcasm tags ruin all sarcasm

“Alexis Ohanian is Betting on Women's Sports as a Billion-Dollar Opportunity” Can somebody edit their ai slop before posting

are you going to kiss musk too?

Don’t forget, once he gets the chip it will take a year or two to train the model to work on that chip. It’s basically starting over. He’ll need all 50,000 nvidia h100 boards to work on that and he’ll pause HW4 just like he paused HW3. It’s a scam.

HW1-4 didn't work but AI5 will fix everything.

Same thing happened with battery tech. They bet the company on better batteries.. which just never were as good as advertised. Then everyone just moved on.

Wow. Musk has no idea how to build a fab. AI5 is a failure already. It's premise for inferencing makes no sense.

Yes. Chip lifecycle has first silicon, which may yield chips that do not work. Once issues are worked out, it takes time to integrate into a functioning design.

but he sure does advertise that everything that is on the horizon sure will be \*good\*

The market will forget by open Monday. Watch for more bad news as soon as the markets close for Thanksgiving as well.

Of course it will. Perfect timing as usual! Rigged

And of course Uncle Sam wants domestic fab capacity, and Intel is the prime candidate to deliver that objective.

First, it was a car company. Then it was an energy company. After that it was an AI/Robotics company and now it’s a chip company.

We'll be on to A17 by then which will circumvent the need for A15 and increase camera performance by 28%. It will exceed the prototype A15 by 16% in raw performance also allowing Tesla to meet and exceed all driverless taxi regulations worldwide. Sadly it's not going to be available in production quantities for another 18 months etc etc. Share price increases 8%...

Good grief, they did it https://www.notateslaapp.com/news/3312/from-gigafactory-to-terafab-teslas-audacious-plan-to-vertically-integrate-chips

Reality: his FSD is better than all the others except Waymo. Waymo Cars cost 250k.

This is like “oh sales are down because we are focusing on the model y”

Surprise, surprise. I’m still waiting for functional windshield wipers. And the 2016 promise of cross country FSD. Not optimistic.

/S

Lol

Grrrrrrreat!

Tesla doesn't own any fabs. All their chips have been produced by either TSMC or Samsung afaik. That's also probably a big part of the problem for them. Access to cutting edge fabrication nodes is going to larger fabless paying customers like NVidia and Apple who sell far more devices and chips than Tesla does. Oddly enough Musk also pinned a Tweet today trying to recruit circuit design talent and saying that Tesla intends to make more AI chips than any other company in the world going forward. I'm guessing after they got burned with Dojo being all of nothing the actual fabricators aren't really putting of any value on granting Tesla priority access to new nodes anymore on promises of big big future orders if they're only going to be selling 1.5-1.6M cars and ordering some additional units for simulation testing in their data centers.

Not only does Tesla have nowhere near the volume (as you say 2 million max vs Apple's 200 million), Tesla are notoriously shitty payers....