Tesla released the original Tesla Roadster in 2008
Alexandre Prévot from Nancy
In 2008, Tesla Motors, now known as Tesla, Inc., introduced the world to the first high-performance electric vehicle, the Tesla Roadster. Launched when gas-guzzling cars ruled the roads, the Roadster represented a paradigm shift in the automotive industry. Let's look back at the Roadster's origins, development, and impact on the automotive world.
Birth of a Legend — The Roadster's Timeline
In 2004, Tesla Motors was created by engineers Martin Eberhard and Marc Tarpenning with the goal of revolutionizing the automotive industry. Elon Musk joined the company as its chairman and lead investor and is considered one of the founders of the company. The company's first project aimed to develop an electric sports car, and in 2006, the prototype of the Tesla Roadster was revealed. Production began in 2008, with the first Roadster delivered to Musk in February of that year.
The Roadster was an important milestone for Tesla because it was the company's first production vehicle. Before the Roadster, Tesla had only produced a prototype electric vehicle, which was used to generate interest and secure funding for the company.
Musk's Vision in Quotes
Musk, the 2021 Time Person of the Year, had high hopes for the Roadster. In a 2008 press release, Elon Musk stated. "The delivery of the first production Tesla Roadster marks a great historical milestone along the way to Tesla becoming one of the great car companies of the 21st century. The Roadster now in production is just the first of a series of models from Tesla, soon to be followed by our 4 door sports sedan. Eventually, Tesla Motors will offer a full line of electric vehicles, leading the way in the changeover from gasoline cars to an electric future."
In an interview with The Telegraph in 2012, Elon Musk explained, "With the Roadster, we wanted to create a product that would break the mould and convince people that an electric car could be cool, sexy, and fast."
In a 2008 interview with the New York Times, Musk said, "The goal of Tesla is to accelerate the advent of sustainable transport. If we could have done that with the first version of the Roadster, we would have. But we can't." (Source: The New York Times, Nov. 2, 2008)
The interior of the original Roadster features two screens
Tesla
During a presentation at the Cleantech Forum in San Francisco in 2008, Elon Musk stated, "I think the Roadster has had a significant catalytic impact on the industry. And the intent with the Roadster was to change the image of electric vehicles."
In a 2011 interview with Autocar, Musk talked about the Roadster's production: "The Roadster has been a great success, proving that we could make an electric car with the range and performance of a petrol sports car, but we always knew it was a stepping stone to producing more affordable, mainstream cars."
Musk also saw the Roadster as a way to pave the way for Tesla's future vehicles. But, he said, "The Roadster is not our end game; it's just the beginning. We want to use the technology we've developed for the Roadster to create more affordable electric vehicles that can be used by the masses."
The Lotus Connection — The Roadster's Foundation
The Tesla Roadster was based on the Lotus Elise, a lightweight, two-seat sports car from the British automaker Lotus. Tesla Motors collaborated with Lotus to develop the Roadster, leveraging the expertise of the established automaker. The Roadster borrowed the Elise's chassis, but its drivetrain, battery system, and body were unique to the electric vehicle. The final product was a marriage of cutting-edge electric vehicle technology and the timeless appeal of the sports car.
The Tesla Roadster has also left a mark on popular culture with its appearances in various films and television shows. For instance, the Roadster made a cameo appearance in the 2010 film "Iron Man 2," which was driven by Tony Stark, played by Robert Downey Jr. This appearance further solidified the car's status as a symbol of cutting-edge technology and sustainable luxury. Musk also appeared briefly in the Marvel movie.
Unrivaled Performance — 0 to 60, Top Speed and Range
The 2008 Tesla Roadster boasted impressive specs for an electric vehicle at that time. Equipped with a 53 kWh lithium-ion battery pack, the Roadster's max speed was 125 mph, with a range of 245 miles on a single charge.
The electric motor produced 248 horsepower and 200 lb-ft of torque, enabling the car to reach 0-60 mph in just 3.7 or 3.9 seconds, depending on the model. These performance figures were a testament to the capabilities of electric powertrains, showcasing that electric vehicles could be both efficient and exciting.
Original Roadster Price
When released, the Tesla Roadster carried a base price of $98,950, positioning it firmly within the luxury sports car market. Later versions sold for $120,000. Despite the high price tag, the Roadster was embraced by enthusiasts who recognized its significance in ushering in the electric vehicle era.
A Journey Beyond Earth — The Roadster in Space
In February 2018, Elon Musk's SpaceX launched the Falcon Heavy rocket on its maiden voyage with a unique payload onboard: Musk's personal Tesla Roadster. The car was sent into space as a symbol of human innovation and a nod to the powerful synergy between Tesla and SpaceX.
The Roadster, with a mannequin named "Starman" in the driver's seat, and the stereo system played David Bowie's "Space Oddity" on repeat, was placed into a heliocentric orbit around the sun. The vehicle now serves as a symbol of the limitless potential of human ingenuity and the boundless ambition that has driven the advancement of electric cars and space exploration.
The Roadster's Lasting Impact
Roadster was not without its challenges, however. The first models had issues with overheating and battery life, which required Tesla to make some adjustments and updates. In addition, Tesla faced problems with the car's transmission resulting in several recalls and updates.
In 2010, Tesla announced a battery upgrade program allowing Roadster owners to upgrade their battery packs to a newer and more efficient design.
Despite these challenges, the Roadster remained a popular vehicle among Tesla enthusiasts. As a result, the company produced approximately 2,450 Roadsters between 2008 and 2012, most of which were sold in the United States.
The 2008 Tesla Roadster began a new era in the automotive industry. It shattered the prevailing perception that electric vehicles were slow and unexciting, proving that they could compete with their gasoline-powered counterparts in terms of performance and driving experience. Moreover, the Roadster laid the groundwork for Tesla's subsequent models, which have continuously pushed the boundaries of electric vehicle technology.
A New Generation of the Roadster
In 2017, Tesla unveiled a new version of the Roadster, which promises to be faster and more powerful than its predecessor. The upcoming Roadster, boasting a top speed of over 250 mph and a range of 620 miles, aims to solidify Tesla's position as a leader in electric vehicle technology.
As a result of the Roadster's success, other automakers began to take notice and invest in electric vehicle research and development. Today, almost every major automaker has an electric vehicle in their lineup, and the market continues to grow at an unprecedented pace. In addition, governments worldwide are setting ambitious targets for adopting electric vehicles, and charging infrastructure has expanded rapidly to accommodate the increasing demand.
Tesla Roadster demonstrated the potential of electric powertrains to deliver impressive performance, efficiency, and environmental benefits. The Roadster's legacy inspires new generations of electric vehicles, pushing the industry toward a cleaner, more sustainable future. Although the Roadster is no longer in production, its legacy lives on in the current generation of Tesla vehicles and the company's commitment to pushing the boundaries of what is possible in the world of electric cars.
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As Tesla pushes the boundaries of autonomous driving with each iterative FSD update, the hardware that powers every vehicle also needs to continue evolving. With FSD V13 already pushing the capabilities of today’s AI4 hardware, Tesla is actively looking to update its FSD hardware.
Korean news outlet MK (Korean) has provided what seems to be a credible glimpse into Tesla’s next hardware iteration, AI5, and what it could be capable of. MK’s report claims that Tesla is preparing for the production of its new AI5 FSD computer with a performance target of 2,000 to 2,500 TOPS (Trillion Operations Per Second). According to the report, Tesla is considering using Samsung and TSMC to manufacture the hardware.
Putting the Compute Power into Perspective
To grasp what exactly that 2,500 TOPS number means, let’s compare it to Nvidia’s recently released gaming GPUs, the RTX 5080 and the RTX 5090 (about $1,500 and $3,000 GPUs, respectively). The 5080 clocks in at 1,800 TOPS, while the 5090 pushes a powerful 3,400 TOPS. Those also come alongside power draws of 360 and 575 watts, respectively.
For a dedicated automotive AI chip to be able to place itself squarely in the middle of those performance numbers is quite a feat, especially given Tesla’s previous hardware. HW3 clocked in at a measly 144 TOPS, while HW4/AI4, the current generation, pulls in at around 500 TOPS, a solid 3- 5x leap over HW3.
During a past earnings call, Elon claimed AI5 could be as much as 10 times more capable than HW4, which would imply an astronomical 5,000 TOPS. The 2,000 to 2,500 TOPS figure from this new report, however, represents a 4- to 5-fold generational jump, which feels more grounded and aligned with recent performance improvements elsewhere.
What is a “TOPS”?
TOPS is essentially a raw measure of processing power for a specific type of math, one related to the math used by neural networks. For an AI like FSD, it's the single most important metric. Think of it like the AI’s IQ - more TOPS means the computer can think faster and process more information, letting it better understand the environment around the vehicle and make smarter decisions.
True Performance or Skewed?
The key to understanding Elon’s claims about the TOPS figures lies in specialization. Tesla’s FSD computer is what is known as an ASIC - an Application-Specific Integrated Circuit. Unlike a general-purpose GPU in a gaming PC, Tesla’s AI hardware is designed from the ground up for one singular purpose: running the specific types of neural networks that FSD relies on.
This focus allows for incredible efficiency and performance in its designated tasks, and Tesla likely measures performance internally against AI inference benchmarks built around FSD.
The rumor that Tesla is tapping both Samsung and TSMC is pretty significant here as well. Tesla has previously sourced its chips from Samsung but likely requires additional capacity from TSMC, the world’s largest chip fabricator. A multi-source structure like this means Tesla is already putting the pieces together to mitigate supply chain risks.
AI Powerhouse
The need for AI5’s immense power isn’t just about running the current version of FSD, but about being able to support future versions of FSD that may require more computing power. Tesla continues to increase the size of thei AI models, which means that they’ll require more memory. One of the challenges in autonomy is that decisions must be made in just fractions of a second so that the vehicle can react accordingly. If output wasn’t required in nearly real-time, the vehicle could analyze video frames for a longer period and come up with better output, but the need for output in a timely fashion makes computing power critical.
Tesla’s executive team has repeatedly mentioned that the path towards fully Unsupervised FSD and Robotaxi lies in massive computational power alongside redundancy. The system will need to run increasingly complex neural networks to handle edge cases with greater reliability and start the march of 9s (improving from 99% to 99.9% to 99.99%, and so on). Layers of redundancy and multiple checks during the decision-making process will also be required for safety, which also requires additional compute.
What About HW3 and AI4?
With all this talk of AI5, the immediate question for every current Tesla owner and short-term buyer is: “What about MY car?”
AI4 is currently Tesla’s gold standard, and what they’re building today’s FSD, including FSD Unsupervised, around. For now, it offers Tesla enough headroom to continue expanding the neural nets and pushing new builds, but eventually, it too will one day need an upgrade.
Tesla has already stated that AI5 and AI6 will progressively improve FSD and become safer, but that doesn’t mean previous vehicles will be upgraded. Vehicles will only be upgraded if they’re not able to run Unsupervised FSD at a rate that’s safer than humans. Newer models will always perform better and at higher safety levels, but that doesn’t mean older hardware won’t be capable of safe driving.
The real story here is HW3. While Tesla’s executives have previously said that Hardware 3 is “Robotaxi Ready,” the practical reality of FSD V12.6 and V13.2 has set in for many. With FSD V13 pushing the envelope today, and Tesla’s intent to upgrade HW3 vehicles if they can’t figure out a solution, it seems the end of the line is coming.
For owners of HW3 vehicles, this likely means Tesla is planning a retrofit based around AI5 - likely a lower-performance version that will fit the current HW3 power and cooling packages. There could be a similar solution in the future for AI4 vehicles if Tesla plans to address the other half of the fleet, but that’s likely years away and only if they’re not able to achieve autonomy on that hardware.
The neural nets required for FSD to drive itself without supervision in complex urban environments will be orders of magnitude more complex than what we see today in just a few years. AI5 isn't just an upgrade; it's the necessary hardware to advance FSD to the next level.
In the race to deploy autonomous vehicles, there have been two schools of thought. One is led by sensor fusion, which means the more sensors and the more types, the better. The other is Tesla’s school of thought — vision.
So far, even Google’s CEO, Sundar Pichai, has described Tesla as the leader in the autonomy sector.
Google CEO on who is the leader in self-driving space: "I think obviously @Tesla is a leader in the space. It looks to me like Tesla and Waymo are the top two." pic.twitter.com/T0hlSICm8V
A new analysis from Bloomberg (paywall) offers a similar perspective, focusing on the numbers and real-world safety metrics. Tesla’s strategy isn’t just viable - it is far outpacing its competitors.
A Tale of Crash Rates
The most striking numbers from Bloomberg’s analysis are safety-related. According to their comparison, FSD reports approximately 0.15 crashes per million miles driven. In contrast, Waymo reported approximately 1.16 crashes per million miles.
That means that a Tesla using FSD is seven times less likely to be involved in a crash than a Waymo vehicle, even with its bevy of sensors. This is in line with Tesla’s latest vehicle safety report, which notes that a Tesla using FSD is 10 times less likely to be involved in an accident than a driver in any other vehicle.
Crash rates compared
Bloomberg
When it comes down to it, sensor fusion, while it can be fantastic, it simply provides too much data to process and analyze. While LiDAR, radar and cameras all have their unique advantages, cameras end up being the most versatile. Our roads and world were created around vision and audio, so a LiDAR-only vehicle can’t navigate our roadways since it would be unable to see signs or any other object that lacks depth. For LiDAR to be useful, it needs to be coupled with vision.
Vision works well because it applies to all situations, and it’s a system that continues to improve thanks to advancements in image processing and AI. While measurements with vision still lag behind LiDAR, they’ve reached a point where they’d “good enough,” and the millimeter-level accuracy of LiDAR isn’t needed.
When radar and vision disagree, which one do you believe? Vision has much more precision, so better to double down on vision than do sensor fusion.
Besides the difficulty of using sensor fusion, Bloomberg also points out that Tesla’s advantage is in the fundamental cost of the hardware. The Model Y costs just 1/7th of the total cost of a Waymo vehicle.
This enormous cost difference is a direct result of how Tesla and Waymo are approaching autonomy. Waymo’s vehicles are high-end, third-party electric cars, like the now-discontinued Jaguar I-Pace, which are then retrofitted with an expensive, custom-built suite of sensors. This sensor suite includes multiple LIDAR units, radars, and cameras.
Tesla’s ability to scale autonomous driving faster than its rivals gives it an edge in the self-driving race, says Bloomberg Intelligence's Steve Man https://t.co/B1x5Jhx6Lfpic.twitter.com/XYPCblWmXn
Tesla, meanwhile, includes all the hardware for autonomy as standard equipment on each of their vehicles, with a relatively inexpensive suite of cameras and its own in-house designed FSD computer. Using affordable hardware means it’s easy to produce and field more vehicles, resulting in more data.
On top of that, building more vehicles at a lower price creates a larger and larger economic difference as time goes on, as Tesla’s Robotaxis become profitable far quicker than Waymo’s.
3 Billion Miles… and Counting
The biggest advantage that Tesla has over any other entrant into the autonomy ring is simply just data. Tesla’s fleet has gathered over 3 billion miles of driving data globally, whereas Waymo’s fleet is just a minuscule 22 million miles.
Putting that into perspective, for every mile driven by a Waymo vehicle, a Tesla has driven over 135. Tesla’s advantage is also the fact that its data is global. It includes vehicles operating in a range of environments, from deserts to the Arctic, from cities to extremely rural areas, and is capable of achieving generalized autonomy.
Waymo’s data is extremely focused on urban and suburban areas and is effectively unusable for generalized vehicle autonomy. A larger, more capable fleet is the key to providing an effective robotaxi service, after all.
Scaling Manufacturing
Finally, Waymo doesn't produce vehicles. Tesla produces Robotaxis from scratch - every vehicle off the line has the ability to run Unsupervised FSD, and eventually join the Robotaxi fleet. Waymo needs to partner with other companies that have a good platform, and they must adapt their technology to that platform.
Waymo’s fleet is expected to be 2,500 vehicles by the end of 2025, while Bloomberg expects Tesla’s functional fleet to hit 35,000 by the same time. That’s not even counting the millions of AI4-powered vehicles that could also join the fleet by late 2026.
Overall, Tesla is a clear winner in the Robotaxi race - and it isn’t just because of one element. They’re winning through data, cost, and scalability, and the gap will only continue to grow.
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