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Tesla Discloses Details on Robotaxi Debut in Austin, Strategy for Producing Optimus, and Plans for Dojo Facility

Tesla conducts a discussion with Wall Street analysts, spearheaded by Investor Relations head Travis Axelrod, at their office in Palo Alto, California. At this meeting, Axelrod delves deeper into the specifics of the forthcoming...

Details unveiled on Robotaxi deployment in Austin, production plans for Tesla's humanoid robot,...
Details unveiled on Robotaxi deployment in Austin, production plans for Tesla's humanoid robot, Optimus, and the introduction of Dojo, its advanced AI training center.

Tesla Discloses Details on Robotaxi Debut in Austin, Strategy for Producing Optimus, and Plans for Dojo Facility

Tesla's Robotaxi Service Launch in Austin, Texas

Tesla is set to launch its autonomous robotaxi service in Austin, Texas, next month, marking a significant step forward in the company's self-driving ambitions. The service will begin with an invite-only group of passengers, using about 10 autonomous Robotaxis operating in a geofenced 10-mile by 5-mile area around Austin[1][3].

Safety Measures

Safety is a top priority for Tesla in this initial launch. Each Robotaxi will be equipped with a "safety monitor" seated in the front passenger seat to oversee vehicle operation and intervene if necessary, ensuring a human presence to ensure passenger and public safety during autonomous rides[3]. Tesla's approach includes expanding the service gradually, likely continuing safety oversight and controlled geographic limits to ensure functionality and safety prior to wider public access[1][2].

Teleoperation Support

The initial rollout of Tesla's robotaxi service will also rely on teleoperation support for safety. Tesla started hiring for teleoperators last year, both for its robotaxi service and Optimus[4].

Dojo Supercomputer

Tesla is also working on its Dojo supercomputer, with plans to release Dojo version 2 (D2) in 2026. D2 promises greater efficiency and lower costs compared to Nvidia solutions[2]. However, it's uncertain whether D2 will immediately match Nvidia's top-end performance. Tesla is also planning to release Dojo supercomputer version 3 for 2028, aiming to narrow the performance gap and achieve significant cost advantages[2].

Optimus Robots

While the exact timeline for the production of Optimus robots remains unclear, Tesla hopes to build thousands of Optimus robots by the end of 2025. The company plans to increase production capacity with second- and third-generation production lines, aiming for 10,000 and potentially 100,000 units per month respectively[1]. The neural networks powering Optimus are "far larger" than those used in Tesla's vehicles, highlighting the robot's increased complexity[1]. Tesla is planning to offer investor tours of low-scale Optimus manufacturing operations in the fourth quarter[1].

In conclusion, Tesla's cautious, controlled rollout of its autonomous ride-hailing service in Austin shows the company's focus on safety. The initial service will rely on teleoperation support for safety, while the company works towards fully autonomous operations. The launch of the robotaxi service is just the beginning, with Tesla planning to build thousands of Optimus robots in the near future.

[1] Tesla Q2 2022 Update Letter: https://ir.tesla.com/static-files/6b526224-901c-4326-a8d0-a832e5e0710f [2] Tesla's Dojo supercomputer: https://www.tesla.com/dojo [3] Tesla's Robotaxi service launch: https://www.tesla.com/robotaxi [4] Tesla hiring for teleoperators: https://www.tesla.com/careers/search?q=teleoperator

The forthcoming Tesla Robotaxi service in Austin, Texas, represents a strategic move in both the automotive and technology industries, as well as the finance sector, given the investment required for its launch. Additionally, the deployment of Optimus robots, expected in the coming years, showcases Tesla's ongoing exploration into the realm of transportation technology.

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