This week, Tesla headlines are dominated by critical updates surrounding Full Self-Driving (FSD), significant advancements in AI chip production, and exciting developments for Starlink and the future Robotaxi fleet. From transfer deadlines to rival expansions, the pace of innovation remains relentless.
FSD & Autonomy Developments
- Tesla has announced the "one-time" FSD transfer program will officially end this quarter, urging customers to act quickly. This deadline, however, has been hinted at before, leading to some speculation.
- Elon Musk indicated that AI4 Tesla vehicles are ready for unsupervised FSD, marking a significant step towards greater autonomous capabilities.
- A major Robotaxi rival is signaling big expansion plans, intensifying the race for autonomous ride-hailing services.
- Tesla's Robotaxi fleet has reached a new milestone, potentially addressing common criticisms regarding its deployment and effectiveness.
- Notably, Waymo founder John Krafcik criticized Tesla's FSD, describing it as having a "bad case of myopia."
- The Cybercab was spotted showcasing a rear camera washer and notably, no side mirrors, hinting at its futuristic design.
- Speculation suggests Tesla might have built redundancies for Cybercab charging, ensuring robust operational capability.
Starlink & Ecosystem Innovations
- Elon Musk trolled a budget airline after it refused to implement Starlink on its planes, highlighting the ongoing push for broader adoption.
- Starlink's app just got smarter with a new AI tool designed to simplify setup and improve user experience.
- The Starlink Mini has hit its lowest price ever at $199, making satellite internet more accessible.
- Despite increased availability, Starlink's new plan has become so popular it's reportedly causing a shortage.
Production, Partnerships & Future Tech
- Samsung's factory for Tesla's AI5/AI6 chips is set to begin key equipment tests in March, with full production expected in 2026, despite reports of AI5 being late. This signals a massive investment in AI computing power for Tesla.
- An investor suggested that Tesla's automotive division might be "forgotten," but "not in a bad way," implying a shift towards broader AI and energy ventures.
- The Tesla Model Y is projected to lead South Korea's EV growth in 2025, reinforcing its global market presence.
- Reports indicate that Cybertruck demand has collapsed by nearly 50%, a figure that warrants close observation for future sales performance.
- Elon Musk's Boring Company is reportedly studying a potential Giga Nevada tunnel, indicating infrastructure expansion plans.
- A Tesla Megapack battery project in Queensland went live five months ahead of schedule, showcasing efficient energy storage deployment.
- Tesla's new hybrid inverter design acts like a battery gearbox, potentially improving efficiency and power management.
- The opening of Tesla’s 44-stall Ajax Supercharger has been delayed, impacting charging infrastructure expansion in Canada.
Today's news underscores Tesla's multifaceted strategy, from solidifying its autonomous vehicle aspirations with FSD deadlines and Robotaxi milestones to expanding its influence in satellite internet and cutting-edge AI chip manufacturing. While challenges like Cybertruck demand and FSD criticism persist, the company's continuous innovation across diverse sectors remains a key differentiator in the tech landscape.
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