저자: DylanLoomis · 외국인
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테슬라 관련 뉴스 모음. 도조 슈퍼컴퓨터와 D1 칩 설계, 소로스·내셔널 등 기관 지분 매수, 기가상하이 누적 생산 100만대 달성, 휴머노이드 봇 계획, 캐나다 경찰 테슬라 도입 효과, 자율주행 로보택시 중국 허가, 자동차 딜러 부당 수수료 규제 등을 다룬다. 실제 가격 방향에 대한 명시적 예측 발언은 거의 없다.
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or updated patrons carl c and jeff s thank you for choosing to support the channel tomorrow morning i'm having a medical procedure so the chances of me uploading a video are looking 50 50 i'll be under anesthesia so i may be out of it for a majority of the day so if there's no upload tomorrow that is why to everyone that watched the interview yesterday and took a second to like the video i just want to say thank you this really does make a big difference for bringing guests back in the future and the ability to bring other guests in the future as well so honestly you guys are awesome i really appreciate all the support and hopefully you all took something away from the interview over the weekend elon was asked about dojo and he said we will phase in dojo we won't need to buy as many incremental gpus next year so they're not just going to cold turkey stop buying gpus but they'll slowly buy less elon also said would be pretty wild if a car company made the most powerful super computer on earth dojo is just tesla's massive computer that yes it built itself to train the neural nets for autopilot and fsd now here's what carpathi said about the system last year for us computer vision is the bread and butter of what we do and what enables autopilot we need to master the data from the fleet and train massive neural nets and experiment a lot in terms of flops it's roughly the number five supercomputer in the world recently elon said now it might be in the third spot globally either way though don't forget this the d1 chip in a flip chip bga package this was entirely designed by tesla team internally all the way from the architecture to gds out and package this chip is like a gpu level compute with a cpu level flexibility and twice the network chip level i o bandwidth what you just saw the d1 chip is really only the foundational level of the dojo system on top of that you have other systems you have a compute cluster and you have software as well to get this thing up and running the major takeaway here is that tesla didn't just take some third-party chips make some adjustments and then build its own thing this is a totally new design built from the ground up first principles thinking this perhaps is the biggest organic mcm in the chip industry multi-chip module it was not easy to design this there were no tools that existed all the tools were croaking even our compute cluster couldn't handle it we had to our engineers came up with different ways of solving this they created new methods to make this a reality and while we're not entirely sure who's manufacturing this tesla designed architecture remember this top layer the software there's plenty of new code that tesla is going to have to write and test for this brand new architecture so as like most things it's going to take time some people were making much of this today that the famous investor george soros has now decided to invest in tesla but if you read a bit further you realize he actually invested a lot more in ford he bought over 29 800 shares of tesla and at today's prices it's around 28 million dollars for george soros who is worth maybe 10 billion dollars it's really a drop in the bucket george also bought 29.5 million shares of ford and at around 16 per share that's about 472 million dollars just wanted to give you some context on this one an institutional tesla stock purchase that would be a bit more newsworthy is the natixis purchase of about 14.8 million shares in quarter two of this year doing the math at current share prices that's about 13.8 billion dollars worth of tesla stock you're looking at the top five biggest owners of tesla stock once again just to give you some context with that purchase as you can see natixis is now in the fifth slot owning around 15.2 million shares of tesla stock so if you want to be a top five holder of tesla stock you need a measly 15 million shares and for the number one spot you need about 65 million just a quick psa as tesla fans let's do better lead by example and try to pick up garbage if you see it at supercharger locations let's definitely not add to the problem but maybe even better i love this post on reddit inspired by another post here months ago i began carrying a roll of kitchen trash bags in my frunk if i find myself in a station with trash littering the place i'll gather it up and toss it usually 50 feet away lead by example just wanted to pass it along long story short a few years ago in germany a lawsuit was brought against tesla claiming that it was misleading investors and customers when it came to the use of autopilot and fsd the federal court of justice has dismissed the plaintiff's complaint so autopilot and fsd advertising has been finally declared permissible in germany this can be our weekly reminder that whenever talking about tesla with friends or co-workers remember to talk about safety even things like the frunk it's not just for functionality or utility but also changing the safety of the vehicle not having the engine and everything else coming into the vehicle in instances like this and this doesn't even scratch the surface of everywhere tesla is innovating when it comes to making cars safer elon tweeted congrats to giga shanghai on making the 1 millionth car total tesla's made now over 3 million don't forget gigi shanghai started production around december of 2019 that's when it held the first delivery event toward the end of the month so in about two and a half years that's what it took for gigashanghai to hit that one millionth cumulative unit produced and respectfully to lynette lopez people do not forget unfortunately tesla is also known for not meeting those goals elon musk said that there is going to be model threes manufactured from the china plant by the end of 2019.
so far the china plant is um basically an open field with some digging going on it's harder and harder to believe that there will be model threes coming out of the tesla china gigafactory by the end of the year regarding the autonomy order tesla said production is a much bigger challenge than demand here's some really cool visual evidence of tesla overcoming that challenge elon shared some new thoughts in a chinese publication so i wanted to run through my biggest takeaways speaking of his multiple companies he said the ultimate goal is to enhance the future of human life and create as much practical value for the world as possible he talked about electrifying all transportation including cars planes and ships electric rockets may be more difficult but we may be able to manufacture the propellant used in rockets from sustainable energy sources the biggest difficulty in advancing sustainable energy lies in the scale production of lithium battery cells from the mining and element refining to battery cells coming off the production line and finally assembled into battery packs this is a complex process that is restraining the rapid development of a sustainable energy economy now for some new juicier data elon said the tesla bot is close to the height and weight of an adult can carry or pick up heavy objects walk fast in small steps and the screen on its face is an interactive interface for communication with people we know that initially tesla bots are meant to replace boring mundane factory type jobs however they said the vision is for them to serve millions of households doing things like cooking mowing lawns and caring for the elderly elon said one day when we solve the problem of self-driving cars we will be able to extend artificial intelligence tech to humanoid robots which will have a much broader application than cars we plan to launch the first prototype of a humanoid robot this year in the future a home robot may be cheaper than a car perhaps in less than a decade people will be able to buy a robot for their parents as a birthday gift we will create an era of extreme abundance of goods and services where everyone can live a life of abundance and lastly he said we all want to wake up in the morning full of anticipation for the future and rejoice in what is to come i hope more people will join us in our fight to accelerate the world's transition to sustainable energy so even if we just see this at tesla's ai day next month the bot walking fast in small steps and carrying or picking up heavy objects i would be highly impressed be very cautious with any tweets starting with this word but chris zhang said it looks like tesla intends to mass produce this temperature controlled seat not a seat with ventilation but a liquid cooled seat we know there's been a patent out for it now the rumor is mass production of this sometimes somewhat of an odd report here tesla north is saying the fremont made tesla model y gets the new door panels with the wood trim and the new matrix headlights on the long range variant now these matrix headlights to date have only been on the model 3 versions and the model y performance variant not the long range but also drive tesla canada is reporting that these matrix headlights are only going to be on long range variants for a short period of time because they actually don't have the supply of the regular older headlights but once that supply comes back they're reportedly going to go back to the older headlights for the model y long range for whatever reason for the white interior you now have this trim extended onto the door and this part of the door is now a suede-like material and here's the older version for comparison the bridgewater police department in nova scotia are reporting that they've been very pleased with the performance of the teslas in its fleet the chief of police said what it's costing us monthly currently for charging is basically what we've been spending in three days on fuel in a gas car it's actually performing better than what we were expecting the bridgewater mayor said that tesla is expected to save at least five thousand dollars a year each year that it's in service and we're expecting it to actually be in service about two years longer than its gas equivalent just because of the reduced maintenance tesla's continuing the theme of removing chrome from the vehicles now taking away the license plate holder on the model 3 and y drive tesla canada saying vehicles built after august 6 this year will now come without a license plate frame tesla will start selling a black license plate from in their online shop later this year the chrome license plate if you have to have it still available on the website for 40 us dollars from nikkei asia panasonic is sending over some leaders 2g nevada to make some changes and bring over some of the latest technology from its home manufacturing panasonic is looking to boost the supply of batteries it's giving to tesla by about 10 percent by 2024.
remember this is different than the panasonic factory coming to kansas because this won't be operational until 2024 at the earliest panasonic is doing this by sending production supervisors from japan to gigan nevada to improve efficiency by june dozens of people had been sent to gigafactory 1 in nevada they're looking to reduce equipment problems and boost production by 10 percent the equivalent of one production line the plant's eventual production capacity is expected to be about 43 gigawatt hours per year initially many people were expecting gig nevada to boast numbers much bigger than this but at least we get somewhat of an update you've probably seen it by now but the model 3 long range is no longer even available to order elon said the waitlist is too long we'll enable again as we ramp production so if you have a model 3 long range and you are potentially looking to upgrade or get a different car now is probably a decent time to sell your vehicle right now the website just says available in 2023.
this data from troy testlike is anecdotal based on surveys however it makes elon's answer not make that much sense he says model y buyers in the us in quarter two waited on average 175 days whereas model 3 buyers waited 89 days on average now granted it doesn't break this out for different models specifically the model 3 long range however if the reason really was the wait list was too long then wouldn't it make sense to also pause orders for the model y the latest update for fsd beta 10.69 is august 20th don't ever forget this when employees buy into a collective mission together something happens and changes they feed off of the energy of each other and they're just committed and they're passionate about something bigger than themselves a huge competitive advantage for tesla that many other companies really don't have a big hurdle for autonomy in china has been met china's first fully autonomous commercial robo taxi rides with no safety drivers are about to open for public passengers the newly issued permits allow baidu to charge for driverless rides within a five square mile area between nine am and five pm and a larger area eleven point six square miles between 9 30 a.m and 5 30 p.m remote drivers will be ready to assume control of the vehicles if they get themselves into any sticky situations ford europe is working on some new headlights that will project signs onto the road ahead of you kind of like how a heads-up display projects it onto the front windshield ford europe is saying they're still trialing this new technology and while the vehicle is stopped it could actually display a crosswalk in front of the car basically letting pedestrians know it's safe to cross the road they're talking about projecting things like speed limits or weather information onto the road they could also have turn turn-by-turn navigation on the road ahead of you or things like displaying the vehicle's width onto the road ensuring that a driver doesn't try to sneak into a gap that's too small check this out saudi aramco just posted 48.4 billion dollars in a quarterly net profit this is the biggest quarterly adjusted profit of any listed company in the world driven by high crude oil prices and production for some context tesla did 53.8 billion dollars in revenue for the entire year of 2021.
here we have katie porter and yes senator warren supporting the ftc's new proposed crackdown on auto dealerships which is great to see i'll put the whole letter below just want to highlight they say we're writing today in support of the ftc's proposal to protect consumers by banning auto dealers abusive junk fees surprise fees and bait and switch advertising tactics comes as no surprise but a 2017 investigation found that dealerships frequently sold optional products as necessities and either hid the costs or revealed it late in the process to pressure buyers to pay higher prices listen to this in january of this year more than 80 percent of united states car buyers paid above the msrp compared to 2.8 percent just one year earlier in january last year speaking of inflation they said an analysis of inflation indicators in the auto industry found that virtually all the price increase consumers experience took place on the dealership side meaning that dealerships have gotten away with enormous markups on the price of cars as they take advantage of reduced production and surging demand should say as they take advantage of the average consumer as with most political posturing ahead of midterms i'll believe it when i see it gary black and his future fund have started a position in rivien on friday here you have it buying rivian 1700 shares for about 67 000 and lastly it looks like tesla is expanding the supercharger locations where starlink wi-fi is available this is a list compiled by drive tesla canada of all locations where a user has reported seeing starlink at a supercharger that'll do it for today please take a second to
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