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Want to Know: Your Daily Musk Companies Update (Patreon)
Content
2nd of December, 2024
"Therefore the right general solution is artificial neural nets and cameras..." - Elon Musk
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■ TESLA $TSLA ($357.09, +3.46%):
- The Cybertruck Supercharger tour in South Korea. Tesla is driving Cybertruck to named charging stations with a Supercharger strapped down in the bed.
- Tesla Holiday will be dropping soon. Highlights include the App on Apple Watches, Save Dashcam & Sentry Mode clips on your phone, View and track maintenance items, Weather and Precipitation Maps, Schedule a Light Show from the Tesla App, Notification of Superchargers out of service, and much more. Breakdown in the sources section.
- FSD (Supervised) has started rolling out V13 to owners! 5-6x improvement in miles between interventions. Per Tesla's Yun-Ta Tsai (@YunTaTsai1), "We refactored the entire system to drastically simplify the pipeline, yet providing a lot more functionality under the same unify framework. It is probably one of the biggest rewrites in years..."
- Per Tesla's Ashok Elluswamy (@aelluswamy), "We are working on parking options, including garages."
FSD V13 includes 36 Hz, full-resolution AI4 video inputs. Native AI4 inputs and neural network architectures. 4.2x data scaling. 5x training compute scaling (enabled by the Cortex cluster). Reduced photon-to-control latency by 2x. Speed Profiles on both City Streets and Highways. Start FSD (Supervised) from Park with the touch of a button. Integrated unpark, reverse, and park capabilities. Improved reward predictions for collision avoidance. Improved camera cleaning. Redesigned controller for smoother, more accurate tracking. And dynamic routing around road closures, which displays them along an affected route when they are detected by the fleet.
Upcoming Improvements include 3x model size scaling. 3x model context length scaling. Audio inputs for better handling of emergency vehicles. Improved reward predictions for navigation. Improvements to false braking and slower driving in parking lots. Support for destination options including pulling over, parking in a spot, driveway, or garage. Efficient representation of maps and navigation inputs. And improved handling of camera occlusions.
- Miroslav Ryba, Shift Commander for the Municipal Police in Tábor, Jihočeský, Czech Republic, showed us their new Model Y during its first week in service. Per Miroslav, "The first week is over for the Tesla Y! I have to admit that she looks good under the beacons."
- JPMorgan Chase dropped their lawsuit against Tesla seeking $162 million tied to stock warrant transactions from 3 years ago.
- Sinay Salomon, Megapack Development at Tesla Energy, led the "Unpacked Megapack Event" that brought together 200 attendees and industry experts to discuss the Industrial Battery Energy Storage System (BESS) market in APAC. "The all-day event provided a unique opportunity for hands-on experience with our 2XL Megapack onsite, as well as the chance to meet our global and Australia subject matter experts. We showcased the benefits of our vertically integrated hardware and software, and gathered valuable feedback from attendees."
- Cybertruck leasing in the U.S. has decreased. The AWD is now $899/month, down by 10%. The Cyberbeast in now $999, down by 13%.
- Tesla China has extended the 0% APR for 60 months loan for the Model 3 and Y through the end of December. The above pics are of the Tesla Delivery Center in Hangzhou, of Zhejiang, China on the 30th of November. Taken by WangNextDoor (@WangNextDoor2).
- Tesla has placed Optimus on display for the first time in Japan at the Tesla Center in Saitama Shintoshin. It will be at Tesla Shinsaibashi next.
- Speaking of Optimus, this happened. Tesla posted this video of Optimus as they used their teleoperation in real-time. It show the new hand/forearm with double the number of degrees of freedom (DoF) in action. There is 22 DoFs on the hand, and 3 on the wrist/forearm.
- According to Tesla's Momo Elmegrahi, Tesla Self-Serve Test Drives are now active on The Pearl Island in Doha, Qatar.
- According to Jackie (@Jackie_s_pace) this is inside the new Shanghai Megafactory...
FLYOVERS (flight links in sources section):
Giga Texas: Joe Tegtmeyer (@JoeTegtmeyer), 2nd of December, '24. More Cybercab testing!
Tesla Diner: 247Tesla, 1st of December, '24. Lots of V4 Superchargers have been installed around the Diner. The adjacent lot is getting the conduit installed for even more Superchargers.
Giga Berlin: Robert and Andreas (@wolfpackberlin), 30th of November, '24. Great shots of the Christmas decor and the Phase 2 expansion.
■ SPACEX:
- In case you missed it, Elon and SpaceX are using the phrase Giga Bay... Job positions are posted for building such a structure.
- At 12 a.m. Saturday, launch of Falcon 9 Starlink 6-65 took place from Space Launch Complex 40 (SLC-40) at Cape Canaveral, Florida. This was the sixth flight for the first stage booster. It previously launched CRS-31, Crew 8, Polaris Dawn and 2 Starlink mission. The booster landed on drone ship Just Read the Instructions in the Atlantic Ocean. 24 Starlinks were deployed.
Per SpaceX's Kiko Dontchev (@TurkeyBeaver), "Congrats to the SpaceX team for completing 16 Falcon + 1 Starship launch in November!!!! Wow!!!! 15 Falcon launches left in 2024 with 32 days to go…"
- Just a couple of hours later, launch 126 of Falcon 9 NROL-126 took place from Space Launch Complex 4 East (SLC-4E) at Vandenberg Space Force Base, California. This was the first flight for the first stage booster! The booster landed on drone ship Of Course I Still Love You in the Pacific Ocean. This was the fifth batch of satellites for the reconnaissance constellation built by SpaceX and Northrop Grumman for the National Reconnaissance Office. 20 Starlinks were also deployed, presumed to be for Starshield. This was the 100th successful launch from pad 4E at Vandenberg, California.
- Awesome pics of SpaceX's facility at Space Launch Complex 4 East (SLC-4E) at Vandenberg Space Force Base, California. Pics were taken by Selinay Parlak (@selinayfilizp) via a train ride past the base.
- After what we have seen of the new Orbital Launch Mount at Starbase, parts are now arriving at the SpaceX facility on Roberts Road in Florida for the OLM there. Pics by Greg Scott (@GregScott_photo).
- Starbase General Manager Kathy Lueders (@KathyLueders) posted these pics of the Thanksgiving dinner held for the employees at Starbase. Per Kathy, "At Starbase we celebrate Thanksgiving with a great feast hosted by our culinary team. We hope you and yours have a similar delicious feast with great fellowship at your celebration. Happy Thanksgiving to you!" Love Kathy!
- Today, three Falcon 9 boosters are sitting at Cargo Berth 5 in Port Canaveral for the very first time! There were also two Falcon 9 boosters, including the brand new B1088.1, at the Port of Long Beach! Pics by Pic by Port Canaveral (@PortCanaveral) andMatt Hartman (@ShorealoneFilms).
- On the 5th of December at 10:50 a.m. ET, Cargo Dragon C208 of the 31st commercial resupply services (CRS) mission will undock from the space station’s Harmony module and begin it's journey back to Earth. On board will be 6,000 pounds of crew supplies, science investigations, and equipment. NASA will host a live broadcast.
Countdown to 144 (120- Falcon 9, 2 - Falcon Heavy, and 4 - Starship):
Launch 127! Tuesday, 3rd of December, at 4:29 p.m. PT, Falcon 9 Starlink 9-14 will launch from Space Launch Complex 4 East (SLC-4E) at Vandenberg Space Force Base, California. The booster will land on drone ship Of Course I Still Love You in the Pacific Ocean.
Launch 128! Wednesday, 4th of December, at 3:29 a.m. ET, Falcon 9 Starlink 6-70 will launch from Space Launch Complex 40 (SLC-40) at Cape Canaveral, Florida. The booster will land on a drone ship in the Atlantic Ocean.
Launch 129! Thursday, 5th of December, at 11:10 a.m. ET, Falcon 9 Sirius SXM-9 will launch from Space Launch Complex 40 (SLC-40) at Cape Canaveral, Florida. The booster will land on an unknown landing pad at Cape Canaveral Space Force Station, Florida. SXM-9 is the 10th high-powered, digital, audio radio satellite built by Maxar (SSL) for SiriusXM. The SXM-9 satellite will be based on Maxar’s 1300-class platform and built at the company’s manufacturing facility in Palo Alto, California. SXM-9 has a large, mesh, unfurlable reflector almost 10 meters in diameter that allows SiriusXM programming to reach its radios, including those in moving vehicles.
Launch 130! Saturday, 7th of December, at 1:24 p.m. PT, Falcon 9 Starlink 11-2 will launch from Space Launch Complex 4 East (SLC-4E) at Vandenberg Space Force Base, California. The booster will land on drone ship Of Course I Still Love You in the Pacific Ocean.
Launch 131! Sunday, 8th of December, at 12:10 a.m. ET, Falcon 9 Starlink 12-5 will launch from Space Launch Complex 40 (SLC-40) at Cape Canaveral, Florida. The booster will land on a drone ship in the Atlantic Ocean.
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■ THE BORING COMPANY:
- Jaimie Buss, Chief Commercial Officer of Deputy, a workforce management company out of Sydney, Australia, visited their customer, The Boring Company, in Las Vegas. Per Jaimie, "I loved hearing your story of innovation, from physically building the tunnels to recruiting and enabling a thriving driver community to the partnerships you are forming with significant Las Vegas properties. The best part was the Loop tour and meeting and speaking with your wonderful staff. It was so helpful to hear their experience with Deputy and how we can continue to support this amazing team!"
■ NEURALINK: N/A...
■ STARLINK:
- This pic was posted by SpaceX's Ethan Andrianos (@EthanAndrianos) with the comment, "Starlink kits on their way to provide internet connectivity to schools across the Pacific Islands. Well done Stephane Palomba and Network Innovations."
- Jess Pitney of Island Power U.S.A. posted these pics of a recently installed Starlink Live Stream system with an uninterruptible power supply (UPS). It is used it to monitor esential generators in. "The game changer was having Starlink and a UPS. It gave us 100% connectivity. From there accessories are added for the site's specific needs. The sensors available are virtually limitless."
- One New Zealand's (@onenzofficial) spokesperson Nicky Preston stated, "We’re delighted that our partner SpaceX has received US regulatory clearance to launch its Starlink Direct to Cell service — We’re aiming to launch the One NZ Satellite TXT service shortly, which will enable our customers to send and receive texts on eligible plans and devices."
- AREC, an emergency, disaster relief, and rescue communication service of New Zealand, contributed a comms truck with Starlink connectivity that served as a base of operations for a a search and rescue exercise in the Otago region. During the exercise they worked alongside the Wanaka Police Dept, Land Search & Rescue New Zealand, and the NZ Coastguard, to locate a group of 6 missing people who were kayaking on the lake.
- The Kativik Regional Government announced they install a Starlink Gateway to expand internet bandwidth in Nunavik communities who have been waiting on the Canadian government's fibre optic project. Per Daryl Combden, KRG Administration Director, "Engineers are currently talking to Canadian North Cargo to load a 737 freighter jet with gateway terminals." Kuujjuaq will get gateway terminals, while Kangiqsujuaq, Quaqtaq, Kangirsuk, Aupaluk, Tasiujaq and Kangiqsualujjuag will receive High Performance Starlink terminals.
- Via Bariloche, a long-distance bus company of Argentina, announced they have started to install Starlink on the company's vehicles. They aim of offer high-speed internet, free of charge, on all of their trips.
■ 𝕏:
- Today, at 5:00 p.m. ET, 𝕏 CEO Linda Yaccarino (@lindayaX) will be hosting an X Spaces with Charley Moore (@CharleyFinance), CFO and COO of Mack Weldon.
- Fidelity increased the value of their 𝕏 shares by 32.37% in October. This is like due to an increase in xAI, of which 𝕏 owns 25%.
- 𝕏 will be adding a "Parody Account" label to all parody accounts on the platform.
■ xAI:
- Ex-Intel CEO Pat Gelsinger (@PGelsinger) toured xAI's Memphis, Tennessee, facility and checked out Colossus. Per Pat, "It's incredible what's been built in such a short amount of time! Great to see our Intel Xeon processors powering the AI head node. Kudos to Elon and the entire team for continuing to raise the bar."
- According to Elon, Grok 3 will be able to read pending bills In Congress and give a simplified analysis of what is in them. It will also have access to all historical court cases and render legal verdicts and analysis. Wow!
- xAI will place a Grok button on 𝕏 posts. Just press the button when you are confused or need context for a post. Grok will explain or give you hints to figure it out.
- According xAI's Aditya Paliwal (@VastoLorde95), Grok is now 20% faster at analyzing posts and produces 40% less fluff. Paste the link to a post in Grok and ask a question.
- Cybertrucks in the xAI Memphis parking lot. Pic by xAI's Brent Mayo (@BrentM_SpaceX).
- xAI used 20k H100s to train Grok 2, and projected 100k H100s will be used for Grok 3. GPT-4 was allegedly trained on 25,000 Nvidia A100 GPUs over 90-100 days. A H100 is about 2.25x the compute of a A100, this would put Grok 2 at around double the compute of GPT-4. This puts Grok 3 at 5x the compute!
■ ELON NEWS:
- On the 5th of December, Speaker of the House, Rep Mike Johnson (@SpeakerJohnson), will host Elon and Vivek Ramaswamy (@VivekGRamaswamy) at the U.S. Capitol to discuss DOGE (@DOGE) and reforms to achieve "regulatory rescissions, administrative reductions, and cost savings—& revive the principle of limited government."
- Elon filed a preliminary injunction in the Northern District of California with Judge Yvonne Gonzalez against Sam Altman to prevent OpenAI from engaging in anticompetitive behavior. The injunction included the prevention of any further attempts by OpenAI to convert to a for-profit company.
- Rumor is Elon is in talks with Nigel Farage's Reform Party to donate up to $100/£78 million. The London Times is stating Elon may use X UK to get around the country's campaign finance laws. Elon nor Farage have not confirmed any of this. Farage did say he is in regular contact with Elon via Donald Trump.
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Have a great day!
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■ SOURCES:
FLYOVERS:
Giga Texas: Joe Tegtmeyer... coming soon.
Tesla Diner: 247Tesla https://www.youtube.com/watch?v=AZ3FhqQe-3E
Giga Berlin: Robert and Andreas https://www.youtube.com/watch?v=__2pjDsteXk
Tesla:
Holiday Update https://x.com/Tesla/status/1863433027155804639
Starlink:
X:
Elon News:
