Tesla Inc TSLA CEO Elon Musk envisions the EV giant having roughly ten million cars on the road in a few years.
What Happened: “Tesla has over 4 million cars on the road capable of training the AI. In a few years, we will have roughly 10 million,” Musk said. He responded to a user on X, formerly Twitter, who noted that Musk’s Tesla uses more videos to train AI. The user was talking about Tesla’s humanoid robot, Optimus.
“In 10 years, we will look back at the first public demo of a robot that learned to move around the world by watching only videos…Cameras just had a paradigm shift,” he wrote.
Musk agreed with the user, saying, “An accurate assessment.” He added that the inference compute power needed for eight cameras running at 36FPS is only about 100W on the Tesla-designed AI computer. “This puny amount of power is enough to achieve superhuman driving!,” the CEO wrote.
Noting the challenges in the process, Musk added that reaching ‘superhuman’ driving with AI requires billions of dollars per year of training computing and data storage together with a vast number of driven miles.
Why It Matters: Tesla’s AI system is trained on videos of driving. Musk noted in a reply to another user that having a vast fleet of cars for FSD Autopilot training is a massive Tesla advantage. He said it helps train them for the hundreds of millions of unusual situations cars encounter on roads yearly.
Tesla is now targeting 1.8 million vehicle deliveries this year. In 2022, it delivered 1.3 million vehicles.
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