Did you miss the Shareholder Meeting? Want to know what Elon Musk said?
We’ve got an easy-to-read recap for you below, split by sections. We’ll be writing more in-depth about many of these topics over the upcoming days as we unpack all the awesome news!
Robotaxi
Fleet monetization planning is ongoing.
Owners will be able to send their cars to the Robotaxi fleet and summon them back when they need them.
Tesla will take a margin, but most of the income will go to owners.
Tesla has plans to solve driverless interventions in the future, but expects them to be edge cases of edge cases.
FSD
Headed towards Unsupervised FSD!
New subversions are essentially new full versions; 12.4 and 12.5 are massive updates.
Expect a 2-5x increase in performance between versions.
Major versions will include a 2-week free trial.
10 thousand miles between interventions for some internal builds.
Hardware 4 training will begin later this year, Hardware 3 will continue to be developed.
Hardware 5 is 18 months from retail release.
Optimus
Optimus will be able to do many simple and difficult tasks:
Teaching
Companionship
Babysitting
Factory Work
Tesla expects 2 humanoid robots per person in the future.
Tesla expects 1000-2000 robots working in its factories by next year, with a limited production run.
22 degrees of freedom in the next generation hand, one new major hardware revision coming this year.
Cybertruck
China and Europe-compliant Cybertruck coming after production is scaled and costs are reduced.
Foundation series ending soon, non-foundation series starting next quarter.
Semi
Semi is in low-volume production, high-volume production starting soon.
Companies are actively choosing Semi due to economic advantages.
Massive potential impact on carbon emissions
Big impact on the profitability.
Other New Products
New products are coming soon, and Tesla is working hard on them.
Possible 12-passenger van, added to the “To-do” list.
Supercharger
58K global sites, and continuing to grow.
More superchargers deployed this year than the rest of the industry combined.
Tesla is providing adapters to other car companies and providing them with support for Supercharger access.
Tesla is moving to fill gaps and relieve congestion where possible.
Battery Production and Stationary Storage
New 4680 innovations, best cell from a manufacturing and efficiency standpoint.
4680 will be a continuing focus to improve over time.
Tesla has made their battery supply chain stronger and is working on further vertical integration.
2023 had 15GWh of Megapack production, 2024 is looking closer to 40GWh.
100-200% growth rate in the energy storage market.
Tesla is constrained by Megapack and Powerwall 3 production, can’t keep up with demand, even as they scale rapidly.
AI and Compute
AI growth is on a weekly basis, with Tesla taking in video and training on decision-making faster than ever.
Tesla is not compute-limited for FSD, but scenario-limited.
There is an AWS-style opportunity for parked vehicles to run distributed inference and compute.
Tesla intends to introduce LLMs with customizable learning personalities to Optimus and its vehicle lineup.
Investor Facts
Elon Musk expects $5-10 Trillion valuation for autonomy, and $20 Trillion for Optimus.
Musk mentioned that Ark Invest has the closest scenario – with Robotaxi releasing in 2025 or 2026, for a 110x valuation increase.
Elon’s stock award isn’t cash, and he has no intent to cut-and-run and is with Tesla for the long haul to accomplish the mission.
Other Items
Tesla Home HVAC, with a built-in HEPA filter, humidity control, super-efficient, super-quiet, with Powerwall integration – one day.
Kids Factory Tour Event – for children under 12!
If you’d like to watch the shareholder meeting, you can view it here, along with all the stockholder vote results.
Yesterday, we reported that Tesla updated their Steam integration on Model S and Model X vehicles. The update was part of their 2024 Holiday Update, but it looks like there may be more to this than a simple update.
Steam, a video game library app, makes it easy for users to buy or launch games on their computers. However, a couple of years ago, Valve, who created Steam, launched their own standalone device, the Steam Deck. The Steam Deck runs a custom OS based on Linux.
Steam Launch
When Tesla launched the redesigned Model S and Model X, Tesla introduced a dedicated gaming GPU with 16GB of RAM and touted the ability to play top-tier PC games in Tesla vehicles.
In 2022, Tesla finally launched the Steam app for the Model S and Model X as part of its 2022 Holiday Update. The Steam app runs Steam OS, the same OS as the Steam Deck in a virtual environment.
However, earlier this year, Tesla stopped including the GPU and Steam (Beta) in their vehicles, and we haven’t seen any updates to the Steam in quite some time. In fact, we thought Tesla was axing their gaming-on-the-go dreams.
SteamOS Update
The Steam app, which is still in Beta, is getting an interesting update for the Model S and Model X vehicles with the discrete GPU.
Those vehicles received an update to SteamOS 3.6 - the same version of SteamOS that runs on the Steam Deck. While nothing has visually changed, there’s a long list of performance optimizations under the hood to get things running smoother.
Comparing Steam Deck to Tesla Vehicles
Let’s take a look at the Steam Deck - according to Valve, its onboard Zen4 CPU and GPU combined push a total of 2 TFlops of data, which is fairly respectable, but much lower than today’s home consoles. The Steam Deck is capable of 720p gaming fairly seamlessly on low-to-medium settings on the go and is also built on the AMD platform.
AMD-equipped Teslas, including the Model 3 and Model Y, are packing an older Zen+ (Zen 1.5) APU (processor with a combined CPU and GPU). AMD claims that the V1000 - the same embedded chip as on AMD Tesla vehicles (YE1807C3T4MFB), brings up to 3.6 TFLops of processing power with it, including 4K encoding and decoding with the integrated GPU on board.
While that’s not enough for 4K gaming or comparable to a full-blown console or desktop GPU, that’s enough raw horsepower for light gaming and is currently more powerful than the Steam Deck.
The Model S and Model X’s GPU brings that up to about 10TFlops of power - comparable to modern consoles like the Xbox Series X at 12 TFlops.
Steam Gaming for All Vehicles?
The fact that Tesla is updating SteamOS even though the feature is no longer available in any new vehicles could indicate that Tesla is not only bringing Steam back to Teslas but that it’s going to play a much bigger role.
While SteamOS is run in a virtual environment on top of Tesla’s own OS, we could see Tesla bring SteamOS to all of its current vehicles, including the Model 3, Model Y, and Cybertruck. Steam in these vehicles would likely support any game that’s capable of running on the Steam Deck.
We think this Steam update, which includes performance improvements and a variety of fixes, has quietly passed under most people’s radars. This could be a very exciting update for those who enjoy gaming, especially for those who love to do it in their Tesla.
As part of Tesla’s 2024 Holiday Update, Tesla included two awesome new features - Weather at Destination and the long-awaited Weather Radar Overlay. These two features are big upgrades built upon the weather feature that was added in update 2024.26. The original weather feature added an hourly forecast, as well as the chance of precipitation, UV index, Air Quality Index, and other data.
However, this update also added some smaller weather touches, such as the vehicle alerting you if the weather at the destination will be drastically different from the current weather.
Not a Tesla App
Weather At Destination
When you’re navigating to a destination and viewing the full navigation direction list, the text under the arrival time will show you the expected weather next to your destination. You can also tap this, and the full weather pop-up will show up, showing your destination's full set of weather information.
Note the weather under the arrival time
Not a Tesla App
You can also tap the weather icon at the top of the interface at any time and tap Destination to switch between the weather at your current location and the weather at your destination.
You’re probably considering that the weather at your destination doesn’t matter when you’re three hours away - but that’s all taken into account by the trip planner. It will add in both charge time and travel time and show you the weather at your destination at your expected arrival time.
And if the weather is drastically different or inclement, such as rain or snow, while you’ve got sunshine and rainbows - the weather will be shown above the destination ETA for a few moments before it tucks itself away.
Tesla also recently introduced a new voice command. Asking, “What’s the weather?” or something similar will now bring up Tesla’s weather popup.
The weather pop-up above the ETA
Not a Tesla App
One limitation, though—if you’re planning a long road trip that is more than a day of driving, the weather at destination feature won’t be available until you get closer.
Weather Radar Overlay
As part of the improvements to weather, Tesla has also added a radar overlay for precipitation. You can access the new radar overlay by tapping the map and then tapping the weather icon on the right side of the map. It’ll bring up a radar overlay centered on your vehicle. It’ll animate through the radar data over the last 3 hours so that you can see the direction of the storm, but you can also pause it at any point.
You’re able to scroll around in this view and see the weather anywhere, even if you zoom out. It also works while you’re driving, although it can be a little confusing if you’re trying to pay attention to the navigation system. If you like to have Points of Interest enabled on your map, the weather overlay will hide POIs except for Charging POIs.
Requirements / Data
Unfortunately, you’ll need Premium Connectivity for any of the weather features to work, and being on WiFi or using a hotspot will not be enough to get the data to show up. The data, including the weather radar, is provided by The Weather Channel.
As for supported models, weather and weather at destination are available on all vehicles except for the 2012-2020 Model S and Model X. The weather radar has more strict requirements and requires the newer AMD Ryzen-powered infotainment center available on the 2021+ Model S and Model X and more recent Model 3 and Model Y vehicles.
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