TODAY'S BIG QUESTION: @Grok Can Your Truth Seeking Code Block Determine If Tesla's Cybertruck Battery Needs Have Fallen By This Incredible Amount? ELECTREK: Tesla 4680 Battery Supply Chain Collapses A major link in Tesla's 4680 battery supply chain has just snapped. South Korean battery material supplier L&F Co. announced today that the value of its massive supply deal with Tesla has been slashed by over 99%, signaling a catastrophic drop in demand for the automaker's in-house battery cells. MORE FROM THE ARTICLE: Right now, Tesla's Cybertruck is the only vehicle using the automaker's own 4680 cells. In a regulatory filing today, L&F revealed that the contract's value has been written down to just $7,386. electrek.co/2025/12/29/tesla… RELATED ARTICLE >>> REUTERS: South Korea's L&F says value of battery material supply deal with Tesla cut to $7,386 South Korean battery material maker L&F said on Monday the value of its 2023 supply deal with Tesla has shrunk to $7,386 from an earlier projection of $2.9 billion. reuters.com/world/asia-pacif… #WOW... No, that is not a typo. $2.9 billion to roughly $7,400... #OMG... Somewhere, a loan officer is being talked out of jumping.... IN OTHER NEWS >>> BLOOMBERG: Tesla Broadcasts Downbeat Sales Estimates in Unusual Move Tesla Inc. took the unusual step of publishing a series of sales estimates indicating the outlook for its vehicle deliveries may be lower than many investors were expecting.... finance.yahoo.com/news/tesla… #HMMM... Tesla seems to be having issues of late... Tesla Inc. took the unusual step of publishing a series of sales estimates indicating the outlook for its vehicle deliveries may be lower than many investors were expecting... THE WOKE FOLK: Are keeping at it, they won't let the Nazi supporters have any peace on the roads!!!!! #SMH... Tesla Cyber Truck is the new Ford Edsel. #ROFLMAO... Maybe that's because driving a Swasticar get you flipped off and cut off in traffic... BUT, BUT, BUT... Tesla Is Now An AI Company.... Batteries? We don't care about batteries. Tesla is an AI company ... -Elon Musk,formerly an auto builder SURPRISE: Yes, Tesla identifies as primarily an AI and robotics company, focusing on advanced artificial intelligence for its Full Self-Driving (FSD) software, Optimus humanoid robots, and leveraging its fleet for data. tesla.com/AI#:~:text=We de…. However, this view is debated by critics who see it as more of a car manufacturer using AI, not a pure-play AI firm. CEO Elon Musk emphasizes AI's central role, viewing cars as data-gathering robots for their neural networks. ARGUMENTS FOR TESLA AS AN AI COMPANY: >>> Vision-Based AI: Tesla uses deep neural networks, processing data from its cars' cameras to understand roads and objects, enabling autonomy. >>> Hardware Development: They design custom AI chips (like the Dojo supercomputer) to power their AI training and inference. >>> Robotics: The Optimus humanoid robot is a core AI/robotics project, intended for tasks in factories and beyond. >>> Musk's Stance: Elon Musk explicitly calls Tesla an AI company, equating its value to its AI capabilities. ARGUMENTS FOR TESLA AS AN AUTOMOTIVE/TECH HYBRID >>> Core Product:Despite the AI focus, Tesla still manufactures and sells electric vehicles, a traditional automotive function. >>> AI Integration:Critics argue their AI advancements are primarily for improving their car features (FSD), not creating standalone AI products like some other tech giants. >>> Competition:Other automakers are also developing significant autonomous driving tech, blurring the lines. THE SOMEWHAT CORRECT ANSWER IS: In essence, Tesla operates as a tech company built around AI, with cars as its primary platform for data collection and deployment, but it's still fundamentally tied to the automotive industry. HERE COME THE YOUTUBE BROWN NOSING CREATIONS: Tesla is a robotics AI company.... youtube.com/shorts/OEF_dsf4h… Tesla is a robotics and AI company.... youtube.com/shorts/ltFW8isJB… Tesla's Next Move: Robotaxis and AI... youtube.com/shorts/VHV2k1QUh… Tesla is an AI Robotics company. Tesla Optimus will change everything.... youtube.com/shorts/YTFRJL2X1… #Tesla, #4680Battery, #BatterySupplyChain, #TeslaNews, #Cybertruck, #EVNews, #TeslaStock, #ElonMusk, #AI, #Robotaxi, #OptimusRobot, #FullSelfDriving, #TeslaRobot, #TeslaChallenges, #EVMarket, #BatteryTech, #TeslaDeliveries, #TeslaSales, #DownbeatEstimates, #TeslaOutlook, #CybertruckSales, #4680Cells, #TeslaSupplier, #HighNickelCathode, #TeslaBatteryDeal, #SupplyChainCollapse, #TeslaIssues, #Swasticar, #TeslaBoycott, #TeslaCritics, #TeslaFans, #TSLA, #ElectricVehicles, #EVIndustry, #TeslaRobotics, #HumanoidRobot, #DojoSupercomputer, #TeslaVision, #NeuralNetworks, #AutonomousDriving, , #Robotaxis, #TeslaAICompany, #TeslaHybrid, #ElonMuskAI

youtube.com/watch?v=NPTXBHqW… My 14-year-old just wowed🤩 with a 𝐓𝐞𝐬𝐥𝐚 𝐎𝐩𝐭𝐢𝐦𝐮𝐬 Robo presentation alongside my good friend Shubham @Shubham_TLI During summer holidays☀️, we’re just trying out new experiments and this is 3rd one. We dived into robotics🤖 and the future in just 20 minutes—packed with super insights💡 Big thanks to Shubham Bhai 🙏for making Rayhan’s wish come true. Truly a moment to remember! 🙌 He covered: actuators, biomechanics, Tesla AI stack, Dojo computing, Tesla suppliers & peers. #TeslaOptimus #Robotics #AI #DojoSuperComputer #Tesla #Innovation #NextGen #ProudParent

Tesla disbands its Dojo supercomputer team, shifting reliance to @AMD, NVIDIA, and Samsung for chips. The in-house AI chip effort ends amid leadership changes. 🤖⚙️ tweaktown.com/news/106901/te… #Tesla #DojoSupercomputer #AI

🔥🎯 Here are the 8 reasons why I believe Tesla’s market cap will reach $20 trillion: 1. The math works. $20 trillion might sound unbelievable at first. In fact, I could hardly believe my eyes when I ran the numbers and had to double-check several times. For Tesla to reach a $20 trillion valuation by 2040, it only needs a 17.5% annual compound growth rate from its current ~$1 trillion level. Apple achieved a 20% CAGR over the past 15 years. Amazon delivered a 25% CAGR for over a decade. The key point is: Tesla doesn’t need to grow at breakneck speed every year or every quarter. As long as it’s on the right path, the power of compounding will do the rest. 2. Tesla is not a car company. It’s a platform ecosystem—just like the iPhone. Each vertical has the potential to become a multi-trillion-dollar winner: •Autonomous Driving (FSD Robotaxi) •AI Infrastructure (Dojo) •Energy (Megapacks Solar) •Storage (Powerwall, grid services) •Manufacturing-as-a-Service •Robotics (Optimus) •Software (subscription stack) •Insurance / Finance •Supercharger network •Communication (Grok, X) •Super app 3. Tesla is real-world AI inference. It’s not limited to screens and servers. Tesla operates a fast-growing, real-time feedback loop that spans across verticals. It has custom chips and accelerating hardware—all of which are not yet priced in by the market. 4. Robotaxi is the iPhone moment. I noticed this years ago, and now it’s becoming more of a mainstream view. But very few truly understand how massive the impact will be. Robotaxi is an integrated, mobile, real-time platform that combines elements of the iPhone, Uber, Google, and more. Margins explode. Unit economics scale fast. I believe Tesla will earn more profit per car per year than traditional automakers earn from building and selling 10 cars over 10 years. Just think about that. 5. Tesla could become the world’s largest utility—without owning a single power line. The Megapack business is accelerating. The market for energy stability and storage is already worth trillions. The outdated power grid? It’s fading. Charging networks, storage, transmission… Tesla is playing a whole new game. 6. The Optimus factor. Tesla’s humanoid robot, Optimus, isn’t just a gadget. I believe it could redefine the global labor economy. By 2040, imagine a world where there are 1 billion robots deployed— And honestly, I think that estimate is conservative. That’s $10 trillion in gross profit, assuming only $10,000 of profit per unit. With scale, that number could be very conservative. 7. Betting against @elonmusk is like betting against Steve Jobs. In 2010, people thought Tesla was a fantasy. In 2015, they thought it was finished. In 2020, they said it was hype. Tesla is a company that cuts across industries, redefines global expectations, and has already changed the world—and will keep doing so for decades. 8. Disruption always sounds ridiculous—until it’s not. Investors constantly get stuck in the past or lost in trivial details. As the saying goes: “They miss the forest for the trees.” Apple used to be “just a computer company.” Amazon used to be a “bookstore.” Nvidia used to make “gaming graphics cards.” You get the point. Disruption isn’t rare. It’s just uncomfortable… especially for people stuck in old paradigms. By the way, history shows there are about 10–15 ‘Tesla-like’ companies out there right now, each at a different stage of maturity. Hopefully, you own a few of them. Welcome to subscribe—I’ll be regularly sharing insights on high-growth stocks. Bottom line: Do yourself a favor. Don’t chase yesterday’s trends. Instead, prepare for what’s inevitable tomorrow. Your portfolio will thank you. #Investing #TechStocks #AIRevolution #ArtificialIntelligence #AutonomousVehicles #FutureOfWork #EnergyTransition #TeslaBot #DojoSupercomputer #EVs #Innovation #ExponentialGrowth #ElonMusk #LongTermInvesting #StockMarket

Tesla's AI Supercomputers: Dojo vs. Cortex I wanted to understand better the difference between Dojo and Cortex, here is some info I have found. Dojo: * Designed to train Tesla's Full Self-Driving (FSD) neural networks. * Uses Tesla's proprietary D1 chips, optimized for AI workloads. * Introduced in 2019 Cortex: * Aimed at broader AI training, including FSD, Optimus robot, and beyond. * Utilizes Nvidia H100 GPUs, with plans for further hardware expansion. * More recent focus, with construction and updates in 2024-2025. * Located at Tesla's Gigafactory in Austin, Texas. #Tesla #DojoSupercomputer #CortexAI #AISupercomputer #FullSelfDriving #OptimusRobot #NvidiaH100 #TeslaAI #TeslaGigaTexas #TeslaGigaNewYork $tsla

📨 Just in 📄 **DOJO: Elons Supercomputer wird die KI umgestalten** **San Francisco -** Elon Musk hat den Dojo-Supercomputer von Tesla als „vermutlich die größte Überarbeitung der Computerarchitektur seit Cray“ beschrieben. Diese Aussage hebt die Bedeutung von Dojo hervor, der auf die Massentraining von Künstlicher Intelligenz (KI) ausgelegt ist, insbesondere durch die Verarbeitung gewaltiger Videodatensätze für Teslas vollautonomes Fahrsystem. **Eine Revolution seit Cray** Die Supercomputer von Cray, die in den 1970er Jahren Kultstatus erlangten, haben die Computertechnologie revolutioniert und ermöglichten Durchbrüche in Wissenschaft und Kryptographie. Dojo führt dieses Erbe fort, indem es die Grenzen der Computerarchitektur und der KI-Forschung weiter verschiebt. **Ziele und Möglichkeiten von Dojo** Dojo wurde speziell entwickelt, um riesige Datenmengen zu verarbeiten, die für das Training von KI-Algorithmen für autonome Fahrzeuge notwendig sind. Dies könnte den Transportsektor radikal verändern: - **Sicherere und intelligentere Autos:** Durch das Training mit echten Fahrsituationen können autonome Fahrzeuge sicherer und effizienter werden, was zu einer Reduktion von Unfällen und Emissionen führen könnte. - **Breitere Anwendungsgebiete:** Neben der Automobilindustrie hat Dojo das Potenzial, in Bereichen wie Gesundheitswesen, Finanzen und Chipdesign revolutionäre Fortschritte zu erzielen. Der D1-Chip von Tesla könnte dabei neue Maßstäbe für Effizienz setzen. **Weit reichende Auswirkungen** Die Einführung von Dojo könnte sich in mehreren Dimensionen auswirken: - **Arbeitsmarkt:** Durch die Entwicklung und Implementierung solcher fortschrittlicher Technologien könnten neue Arbeitsplätze in der Hardware- und Softwareentwicklung entstehen. - **Wissenschaftliche Forschung:** Dojo könnte die Art und Weise, wie wissenschaftliche Forschungen durchgeführt und Daten analysiert werden, verändern, was zu schnelleren und präziseren Ergebnissen führen könnte. **Schlussfolgerung** Elon Musk und Tesla stehen mit Dojo vor der Herausforderung, nicht nur die Technologie für autonome Fahrzeuge zu verbessern, sondern auch die Grenzen der KI-Forschung und -anwendung zu erweitern. Der Einfluss dieses Supercomputers könnte sich als monumentale Schubkraft für Innovation und Fortschritt in diversen Industrien erweisen. #DojoSupercomputer #TeslaDojo #KünstlicheIntelligenz #AutonomesFahren #TechnologieInnovation #ElonMusk #D1Chip #FortschrittlicheKI

The Ministry of Industry and Information Technology (MIIT) of China issued new guidelines in 2024 requiring all pilot projects to be equipped with C-V2X systems. It aligns with China's smart city initiatives and supports the integration of autonomous driving into its transportation network: govt.chinadaily.com.cn/s/202… english.www.gov.cn/news/2023… @Tesla , however, has taken a different path, relying on vision-based #AI systems for its Full Self-Driving (#FSD) capabilities. @Tesla famously had removed radar sensors from its vehicles, focusing on a pure vision approach using cameras and advanced AI. This strategy, led by @elonmusk, is based on the belief that cameras combined with powerful AI inference can provide all the necessary data for autonomous driving. Tesla has made immense investments in its Dojo supercomputer, one of the largest @nvidia #GPU supercomputers in the world, specifically designed to process massive amounts of video data to train #AI models. The goal is to enable Tesla cars to understand the physical world using AI alone, without needing external data from C-V2X or any other auxiliary sensors and/or systems. However, @Tesla 's vision-only strategy could face challenges in China. If regulations in China mandate #CV2X capabilities, @Tesla might need to reconsider its current approach. While Tesla may continue to advocate for its AI-driven, camera-only system, but this situation raises questions about whether Tesla will adopt C-V2X in the future or seek exceptions to China's regulatory framework? Please also read: linkedin.com/pulse/future-au… #CV2X #AutonomousVehicles #AI #FullSelfDriving #IntelligentVehicles #ConnectedCars #AutomotiveTechnology #DojoSupercomputer

Just in, the domain Dojo.Computer has been positioned on the market with an asking price of $1 million. 😯 @afternic #DOJO #DoJoComputer #DojoSupercomputer #Supercomputer

Happy Holidays from $DOJO and all the frontiers of supercomputing! This season, as we celebrate with loved ones, we're also reflecting on the incredible potential of Dojo, Tesla's AI powerhouse. Its revolutionary architecture promises a future where groundbreaking breakthroughs become holiday traditions. May your days be filled with joy, your tables with delicious treats, and your minds ignited by the possibilities of a Dojo-powered future. #HappyHolidays #DojoSupercomputer

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just a healthy retracements in $DOJO time to reqt these jeets & send it too valhallaa Don’t fade the strong narrative with strong team & community! A lot of things cooking behind the scenes so yea diamond hand gonna rewarded! #DOJOSUPERCOMPUTER dextools.io/app/en/ether/pai…

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Tell me what you are extremely bullish without saying a word to me Look how many familiar faces, the GREATEST in Ct united with a single TARGET, to bring happiness and wealth to the people The ticker is $DOJO JOIN THE SPACE twitter.com/i/spaces/1gqGvQw… #DOJOSUPERCOMPUTER $grok #GROKAI #webxai $web

I won’t tell anyone when I make it off $DOJO, but there will be signs. #DOJO #DOJOSUPERCOMPUTER