The electric hypercar realm is witnessing the beginning of an unbelievable hypercar rivalry. Up for grabs is the fastest production car in the world, which is also electric. In one corner is the reigning, defending hypercar champion, Rimac’s Nevera. In the other corner is Tesla's forthcoming Roadster SpaceX Edition.
The Battle for Hypercar Hegemony
Elon Musk's late-night revelations earlier this week have promised a next-generation Roadster that defies conventional automotive norms, particularly with hints at rocket thruster-enhanced performance that will launch the car from 0-60 mph in less than one second. His posts caught much attention, including those of Mate Rimac, CEO of Rimac Automobili.
..it is possible with thrusters. We did the simulation… - Mate Rimac
Rimac is a pivotal figure in the hypercar world, renowned for blending high performance with electric propulsion. When asked about Tesla's audacious acceleration claim, he weighed in with a blend of technical insight and real-world pragmatism. His perspective is not just academic; it's grounded in the tangible realities of engineering and physics that govern high-performance vehicles.
Fast but Heavy, Light but “Slow”
Rimac acknowledged the feasibility of Tesla's target, citing thrusters as a viable means to surpass traditional acceleration benchmarks. However, he underscored the inherent trade-offs, noting the considerable weight of the necessary equipment—tanks, compressors, valves, and nozzles—that, while contributing to initial acceleration, become dead weight after that.
Rimac also points out another flaw: “Plus, the car has to be super light as otherwise, you can’t create a lot of excess downforce with the fans as the tires would be overloaded very fast with any kind of car with “normal supercar” weight, especially electric. And then again, you are carrying the weight with you when you are not doing 0-100. So thrusters are really the only way to go. But it brings a lot of downsides as well.”
Nevera, costing approximately $2.5 million, dominates the scene with more than 1,800 horsepower and its record-shattering performances, including an extraordinary 0-60 mph time of 1.74 seconds and a 0-400 km/h sprint in 21.31 seconds. When Nivera posted these incredible numbers, Musk was asked if the Roadster could beat the time and responded: lol.
Rimac's acknowledgment of the technical hurdles associated with Tesla's approach does not detract from the potential impact of the Roadster. Instead, it adds a layer of credibility to the discussion, grounding it in the realities of automotive engineering. It's a reminder that the quest for unparalleled acceleration involves balancing the thrill of speed with the practicalities of vehicle design and functionality.
This dialogue between Tesla and Rimac marks a significant moment in the EV industry. Tesla's pursuit of the ultimate performance EV with the new Roadster places it in direct conversation with Rimac. This company has consistently pushed the boundaries of what electric hypercars can achieve. The interaction underscores a broader theme in the automotive world: the relentless pursuit of innovation, where companies like Tesla and Rimac are not just competing but also learning from each other.
With both companies poised to innovate further and redefine what's possible, the rivalry between Tesla's Roadster and Rimac's Nevera is more than a contest of speed—it's a testament to the relentless pursuit of innovation that drives the electric vehicle industry forward. The Roadster is to start deliveries in 2025. Odds are the first place it will be is on the track beside a Nevera!
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.
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.
In a relatively surprising move, GM announced that it is realigning its autonomy strategy and prioritizing advanced driver assistance systems (ADAS) over fully autonomous vehicles.
GM is effectively closing Cruise (autonomous) and focusing on its Super Cruise (ADAS) feature. The engineering teams at Cruise will join the GM teams working on Super Cruise, effectively shuttering the fully autonomous vehicle business.
End of Cruise
GM cites that “an increasingly competitive robotaxi market” and “considerable time and resources” are required for scaling the business to a profitable level. Essentially - they’re unable to keep up with competitors at current funding and research levels, putting them further and further behind.
Cruise has been offering driverless rides in several cities, using HD mapping of cities alongside vehicles equipped with a dazzling array of over 40 sensors. That means that each cruise vehicle is essentially a massive investment and does not turn a profit while collecting data to work towards Autonomy.
Cruise has definitely been on the back burner for a while, and a quick glance at their website - since it's still up for now - shows the last time they officially released any sort of major news packet was back in 2019.
Competition is Killer
Their current direct competitor - Waymo, is funded by Google, which maintains a direct interest in ensuring they have a play in the AI and autonomy space.
Interestingly, this news comes just a month after Tesla’s We, Robot event, where they showed off the Cybercab and the Robotaxi network, as well as plans to begin deployment of the network and Unsupervised FSD sometime in 2025. Tesla is already in talks with some cities in California and Texas to launch Robotaxi in 2025.
GM Admits Tesla Has the Right Strategy
As part of the business call following the announcement, GM admitted that Tesla’s end-to-end and Vision-based approach towards autonomy is the right strategy. While they say Cruise started down that path, they’re putting aside their goals towards fully autonomous vehicles for now and focusing on introducing that tech in Super Cruise instead.
NEWS: GM just admitted that @Tesla’s end-to-end approach to autonomy is the right strategy.
“That’s where the industry is pivoting. Cruise had already started making headway down that path. We are moving to a foundation model and end-to-end approach going forward.” pic.twitter.com/ACs5SFKUc3
With GM now focusing on Super Cruise, they’ll put aside autonomy and instead focus solely on ADAS features to relieve driver stress and improve safety. While those are positive goals that will benefit all road users, full autonomy is really the key to removing the massive impact that vehicle accidents have on society today.
In addition, Super Cruise is extremely limited, cannot brake for traffic controls, and doesn’t work in adverse conditions - even rain. It can only function when lane markings are clear, there are no construction zones, and there is a functional web connection.
The final key to the picture is that the vehicle has to be on an HD-mapped and compatible highway - essentially locking Super Cruise to wherever GM has time to spend mapping, rather than being functional anywhere in a general sense, like FSD or Autopilot.
Others Impressed - Licensing FSD
Interestingly, some other manufacturers have also weighed into the demise of Cruise. BMW, in a now-deleted post, said that a demo of Tesla’s FSD is “very impressive.” There’s a distinct chance that BMW and other manufacturers are looking to see what Tesla does next.
BMW chimes in on a now-deleted post. The Internet is forever, BMW!
Not a Tesla App
It seems that FSD has caught their eyes after We, Robot - and that the demonstrations of FSD V13.2 online seem to be the pivot point. At the 2024 Shareholder Meeting earlier in the year, Elon shared the fact that several manufacturers had reached out, looking to understand what was required to license FSD from Tesla.
There is a good chance 2025 will be the year we’ll see announcements of the adoption of FSD by legacy manufacturers - similar to how we saw the surprise announcements of the adoption of the NACS charging standard.
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