Watch Tesla's 'Investor Day' [Replay]

Watch Tesla's Live Stream of Investor Day

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Tesla's highly anticipated 'Investor Day' event takes place today at its headquarters in Austin, Texas. The event starts early for factory tours and Plaid demo rides, but the main events will be Tesla's keynote at 3 pm CST and the Q&A session that will follow it at 4:30 pm.

Watch Tesla's live stream of the keynote and the Q&A session below.

What Time Does Investor Day Start?

Tesla's live stream starts at 3:00 pm CST, which is the following times around the world:

1:00 pm Pacific

4:00 pm Eastern

9:00 pm London

10:00 pm Berlin

8:00 am (March 2nd) Sydney

Watch Tesla's 'Investor Day' Event Live

Watch Tesla's live stream below:

Investor Day Agenda

11 am: Event Check-In

11 am - 2:45 pm: Factory Tours and Plaid Demo Rides

3:00 pm - 4:30 pm: Keynotes

4:30 pm - 5:30 pm: Q&A

5:30 pm - 7:00 pm: Meet & Greet

What to Expect at Investor Day

Master Plan Part 3

At 3:00 pm, the keynote speeches will take place, during which Musk is expected to unveil his Master Plan Part 3. These plans have served as the roadmap for Tesla, providing insight into the company's future. 

Elon Musk has not disclosed specific details about Master Plan Part 3. Still, he has previously hinted that it will focus on scaling Tesla's operations to an extreme size and incorporating artificial intelligence into the company's operations. The CEO has also stated that the plan will encompass his other ventures, such as SpaceX and The Boring Company.

New Gigafactory

Tesla also needs to increase its production capacity, and we expect Tesla to officially announce that their next Gigafactory will be in Mexico.

Cybertruck

We also expect to find out more about Tesla's upcoming vehicles. WholeMarsCatalog recently tweeted that 40 individuals will be receiving rides in the Tesla Cybertruck.

We don't know whether this will be in one of Tesla's latest prototypes but he could give us more details of Tesla's latest changes to their pickup truck.

FSD Hardware 4.0

Tesla's FSD hardware 4.0 has already been leaked, but we think that Tesla may officilaly reveal the new FSD hardware suite at the event. Tesla could announce that all vehicles now ship or will soon ship with HW4. If Tesla talks about the new hardware, they'll likely go into much more detail and we'll find out new information about the cameras and radar.

Next Generation Platform

Tesla previously announced that their next-generation platform will be a focus of the event. It's not clear whether Tesla will announce a specific vehicle or simply the platform that various vehicles will soon be built on. 

There have been various rumors and information floating around about Tesla's upcoming vehicles, such as the robotaxi, a configurable van, and a more affordable Tesla. It's possible one or all of these vehicles will leverage Tesla's next-gen platform.

Investor Day is expected to be an action-packed event that will reveal a lot of information on what Tesla is working on and what it will deliver later this year and in the future.

Elon Musk had this to say about their upcoming event, Investor Day is for “people and life of earth,” adding “it will be a message of good hope & positivity for the future.”

Tesla Increases Price of Model S; Starts Offering Free Lifetime Supercharging

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For the first time in quite a while, Tesla has increased the price of one of its vehicle offerings. The Model S Long Range and the Model S Plaid have both received a hefty price increase. However, not all is bad - as Tesla also added a new benefit for buyers.

Price Increase

The price increase for the Model S is $5,000 - currently only in the United States. This price increase will likely impact other markets, including Canada, in the coming days.

The Model S Long Range now starts at $79,990, while the Model S Plaid now starts at $94,990. The Model S and Model X now have the same starting price. Interestingly, that’s also the same pricing point for the Cybertruck AWD and Cyberbeast Trimotor non-Foundation Series. 

The vehicle configuration does not appear to have changed, so the new pricing is simply an increase rather than the addition or removal of features. Tesla previously cut the price of the Model S and Model X by 15% in 2023, so this could simply be an adjustment to ensure that the vehicle pricing stays in line with inflation and other factors.

Free Lifetime Supercharging

For those on the fence about ordering a Model S, Tesla has brought back Free Lifetime Supercharging when you order a new Model S on or after December 13, 2024. As always, Free Lifetime Supercharging is restricted to the buyer’s Tesla account and to that specific vehicle. It cannot be transferred to another vehicle or another owner after ownership transfer. It’s worth noting, that it also doesn’t exclude the owner from receiving Supercharger idle fees or congestion fees. There is currently no end date for this promotion.

There are currently no changes to the Model X, neither a price increase nor the addition of Lifetime Superchargering. However, when Tesla makes changes to one of their premium vehicles, it usually affects the other one as well. So be on the lookout for potential changes to the Model X offering in the coming days.

We’ve seen Tesla value Lifetime Supercharging at $5,000, so this falls in line with the price increase we’re seeing. It’s possible that Tesla will begin to bring back Lifetime Supercharging as a perk for buying into their more premium Model S and Model X cars, or this could be another temporary promotion to get buyers who are on the fence to go ahead and make their purchase while this promotion lasts.

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Tesla’s Optimus Robot Learns to Walk Without Vision [VIDEO]

Optimus Falls - but catches itself!

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Tesla recently showed off a demo of Optimus, its humanoid robot, walking around in moderately challenging terrain—not on a flat surface but on dirt and slopes. These things can be difficult for a humanoid robot, especially during the training cycle.

Daily walks help clear your mind pic.twitter.com/dUsW58trS6

— Tesla Optimus (@Tesla_Optimus) December 9, 2024

A Look Behind the Curtain

Most interestingly, Milan Kovac, VP of Engineering for Optimus, clarified what it takes to get Optimus to this stage. Let’s break down what he said.

Optimus is Blind

Optimus is getting seriously good at walking now - it can keep its balance over uneven ground - even while walking blind. Tesla is currently using just the sensors, all powered by a neural net running on the embedded computer. 

Essentially, Tesla is building Optimus from the ground up, relying on as much additional data as possible while it trains vision. This is similar to how they train FSD on vehicles, using LiDAR rigs to validate the vision system’s accuracy. While Optimus doesn’t have LiDAR, it relies on all those other sensors on board, many of which will likely become simplified as vision takes over as the primary sensor.

Today, Optimus is walking blind, but it’s able to react almost instantly to changes in the terrain underneath it, even if it falls or slips. 

What’s Next?

Next up, Tesla AI will be adding vision to Optimus - helping complete the neural net. Remember, Optimus runs on the same overall AI stack as FSD - in fact, Optimus uses an FSD computer and an offshoot of the FSD stack for vision-based tasks.

Milan mentions they’re planning on adding vision to help the robot plan ahead and improve its walking gait. While the zombie shuffle is iconic and a little bit amusing, getting humanoid robots to walk like humans is actually difficult.

There’s plenty more, too - including better responsiveness to velocity and direction commands and learning to fall and stand back up. Falling while protecting yourself to minimize damage is something natural to humans - but not exactly natural to something like a robot. Training it to do so is essential in keeping the robot, the environment around it, and the people it is interacting with safe.

We’re excited to see what’s coming with Optimus next because it is already getting started in some fashion in Tesla’s factories.

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