Morgan Stanley's Update on Tesla (Patreon)

Optimus Robot Tours:

Tesla wants to start giving investors tours of its small-scale Optimus robot production by the end of 2025.

Robotaxi Launch:

Tesla is planning to launch its self-driving taxi service in Austin soon. They’ll start with 20 cars in June, and it’ll be invite-only at first.

Optimus Production:

• Right now, Tesla can build 12 Optimus robots at at a time in its Fremont factory.

• They can make about 1,000 robots a month with the current setup.

• The next production line should allow for 10,000 robots per month. 120K a year.

• The third-generation line is planned to be 10 times more powerful - 100,000 per Month - 1.2M per year.

• Tesla hopes to produce 5,000 Optimus robots by the end of 2025.

• AI for Robots: The AI used in the Optimus robot is much bigger and more complex than the one used in Tesla cars. So is the Neural Net!

Dojo Supercomputer:

Tesla’s next version of its Dojo computer (Dojo 2) is expected in 2026. It’ll be more efficient and cheaper than Nvidia’s current systems, but not quite as powerful yet.

Dojo 3 is planned for 2028. Tesla hopes to close the performance gap with Nvidia by making faster, more specialized chips and cutting costs.