Production version 1 of Teslabot will be produced in 2025. Currently Teslabot actuators are in the hand but the new version has actuators in the forearm. The cost of a super useful humanoid robot will be about $20,000.

Tesla FSD for Cybertruck will be in mid-August.

The GPU and Dojo AI training clusters have big electrical demand issues. The power can drop 50 megawatts in milliseconds.

AI training compresses reality. The weaker inference chip HW3 and HW4 in the cars have about 15% of the power of some GPUs. This means more compute on the training must be used to make up for the lower compute in the car.

When Tesla FSD enables unsupervised driving then it will enable cars to go from about 10 hours of use per week to 50-100 hours per week.

10 billion bots times $20,000 would be $200 trillion in value.