Elon has said various times that Tesla is not a car company, but rather an AI company. Tesla is using AI to solve problems such as auto high beams, auto wipers and of course FSD. Tesla's tango with AI explains its recent move into robotics.
Solving FSD is just the beginning. We're likely to see Tesla enter additional fields that rely heavily on AI. Tesla will be able to take everything they've learned in the world of artificial intelligence and apply it to a completely new product or even a new field, similar to what they're doing with NeuraLink.
Tesla to look into adding AI-based HVAC
Elon has previously talked about how he would love for Tesla to develop air conditioning systems. Elon believes Tesla can make them much more efficient than they are today, but Tesla just doesn't have the resources to enter another field right now. The use of air conditioning around the world currently accounts for 10% of global electricity usage, according to IEA.
Tesla may now be looking to introduce AI to Tesla HVAC systems. Twitter user @coffeetabletsla asked Elon if Tesla could develop a neural network similar to Deep Rain that's used for windshield wipers, but instead use it to improve air conditioning. It could monitor when to turn the AC on/off, when to circulate air versus bringing in fresh outside air and take into account various factors such as current air quality, traffic and dirt roads.
In response, Elon gave his typical “Ok" answer, which has usually meant that Tesla is already working on a similar feature or that Elon is genuinely intrigued by the idea and will have Tesla engineers evaluate its feasibility.
Given Elon's fascination with air conditioning and wanting to reduce the world's energy footprint, this could be Tesla's first entry into the HVAC industry.
This conversation started on Twitter when the official Tesla account tweeted “can we all just agree that pumping out carbon monoxide, carbon dioxide, particulate matter, nitrogen oxide and sulphur dioxide from cars on all the streets around the world is maybe a bad idea".
Elon replied to the Tesla account with “in close traffic, poisonous gas spewing from the car in front of you goes straight into your AC intake." A fair point. We're just hurting ourselves. He then snarkily added that “Good thing gas/diesel carmakers didn't cheat on their emissions or we'd be in real trouble."
Air quality is also something Elon has shown interest in before. In fact, Teslas in China show the Air Quality Index right next to the temperature near the top portion of the car's screen.
In close traffic, poisonous gas spewing from the car in front of you goes straight into your AC intake. Good thing gas/diesel carmakers didn't cheat on their emissions or we'd be in real trouble ?
Teslas currently have an Auto AC button that determines when to activate the air conditioning system, although it's likely to be similar to other manufacturers where it compares the indoor and outdoor temperatures along with the relative humidity of each environment.
By adding AI to air conditioning not only can Tesla reduce its energy usage, resulting in longer range for your Tesla, but it could also give you cleaner air to breathe. Your Tesla can give you fresh air when you're driving alone on the road, and automatically switch to recirculated air when you're close to other cars.
This is just another example of how Tesla is redefining cars and improving the world we live in.
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Just over a week into the Robotaxi launch, Tesla began laying the groundwork for a more scalable remote supervision model, which will be key to achieving success with the Robotaxi Network.
About a week ago, Elon Musk posted on X that Tesla will likely reach the crucial safety threshold to enable this shift within a month or two. While that means at least another month of in-vehicle Safety Monitors, it does provide us with a timeline of what to expect.
As soon as we feel it is safe to do so.
Probably within a month or two. We continue to improve the Tesla AI with each mile driven.
This timeline came in response to a question about Tesla’s plans for the ratio of autonomous vehicles to remote supervisors. The more vehicles that a single human can supervise, the better, especially if that number can be reduced to something drastic, like a 100:1 ratio. A single human operator would be able to manage an entire city of Robotaxis, which will be critical to make the Robotaxi Network turn a profit.
While Tesla works towards that ambitious future, it is also taking immediate steps to improve the current user experience during the Austin pilot program, where 15-minute wait times have become the norm.
Solving for Wait Times
According to Eric E, one of Tesla’s principal engineers on Robotaxi, the current 15-minute wait times are a classic logistics challenge. The supply of vehicles is lower than the current demand for rides. To solve this, there’s a two-pronged solution for Tesla.
First, Tesla is directly increasing supply by hiring more Safety Monitors/Vehicle Operators in Austin, even hosting an on-site hiring event.
We're looking to hire more Vehicle Operators in Austin, TX to accelerate Robotaxi deployment. We will be hosting an onsite hiring event next Thursday. Please consider applying to the official job posting and completing this hiring event form:
Second, Tesla is working to make FSD and the Robotaxi fleet management software faster and smarter. This means they are utilizing the data from the pilot to better orchestrate the fleet by predicting demand and pre-positioning vehicles in prime locations to reduce wait times. After dropping someone off, the vehicle can start traveling to areas of higher demand, even if someone hasn’t booked a ride yet.
Next Up: Remote Supervision
These immediate fixes are all in service of that much larger goal. Scaling the Robotaxi Network isn’t just about having more cars; it’s about increasing the number of vehicles a single human can safely supervise remotely, which is a requirement for Robotaxi to turn a profit.
Elon’s comments give us this timeline. A more flexible and favorable ratio of 3:1 (although still far from the ideal 100:1) is likely to be achieved within a few months.
Tesla is committed to safety, as evidenced by the safety monitors in the vehicle. A single incident could not only tarnish the public’s view of the Robotaxi Network but could also halt Tesla’s operations altogether.
The data gathered from more Robotaxis on the road is crucial to the whole project. Tesla is gathering more data and issuing newer FSD builds specific to the Robotaxi.
As FSD requires less remote oversight per mile driven autonomously, Tesla can safely increase the number of vehicles per remote supervisor, moving the service closer to its ultimate goal.
Tesla has laid out an aggressive roadmap for the Robotaxi Network and its next few phases. We’ll have to wait and see just how this goes over the next few months, and whether they feel comfortable enough to increase the geo-fence and remove safety monitors.
Following the recent news of Grok being almost ready for Tesla vehicles, Elon Musk confirmed on X that the next major step is with Optimus, Tesla’s humanoid Robot. xAI’s advanced Grok models will eventually serve as the voice and brain for Optimus. This will be a convergence of Musk’s two biggest AI ventures — Tesla and xAI.
This will combine a physically humanoid robot - the brawn - with the new brains, Grok. This integration is more than just giving Optimus a voice - it suggests that Tesla is thinking ahead and possibly intends to use Grok to understand the environment around Optimus, while FSD will handle the robot’s movements.
The combination of Optimus and Grok creates a relationship where each component plays to its strengths.
For years, Tesla’s robotics team has been focused on the immense challenge of physical autonomy. Optimus learns complex tasks by observing humans, basically training itself through video by watching humans. This helps Optimus develop the physical dexterity needed to work in the real world. This is the brawn - the ability to navigate, manipulate objects, and perform useful work.
Grok provides the conversational brain. It adds a layer of natural language understanding, reasoning, and interaction. Instead of needing a computer, a specialized app, or pre-programming commands to give Optimus instructions, a user will be able to simply talk to it in a natural way. This makes Optimus infinitely more approachable and useful, especially for tasks in a dynamic environment, such as work or at home.
xAI and Tesla
Viewed from a different perspective, this move isn’t just about upgrading one product. It is the clearest evidence that xAI and Tesla are collaborating together to build a single, unified AI platform. Musk’s biographer, Walter Isaacson, believes Tesla and xAI will merge. Seeing Tesla and xAI both play critical roles in creating Optimus makes us believe that it may very well be the case.
Transformation to a Humanoid Robot
The confirmation of Grok in Optimus is one of the most significant milestones for the project to date. While Optimus’s ability to walk and work (and dance) is already an incredible engineering feat, it has all been physical abilities so far. Adding the ability to interact with Optimus in a human-like way will transform Grok from a machine to a true, general-purpose humanoid robot.
The ability to understand nuanced requests, ask clarifying questions, and respond intelligently is what will ultimately make Optimus a daily fixture in our lives.
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