Tesla  - Brand Biography

Tesla's Relentless Week: AI Chips, Robotaxis, Record Revenue, and Supercharger Milestones


Listen Later

Tesla BioSnap a weekly updated Biography.

The past several days have been a showcase of relentless ambition and high-stakes drama for Tesla as headlines stacked up almost by the hour. On November 23, Elon Musk set X ablaze by revealing that Tesla is finalizing the tape-out of its in-house AI5 chip, offering a performance leap five times greater than what currently drives their Full Self-Driving platform. Even more tantalizing, the next-generation AI6 chip is already in the works and Musk is promising a new AI chip every single year from here on out. The engineer side of his fanbase is buzzing about a dual-foundry manufacturing model pivoting between Samsung and TSMC, all designed to bolster Tesla’s vertical integration across vehicles, optimus humanoid robots, and data-center platforms. Musk was clear—these chips are the backbone of Tesla’s next phase spanning smarter autonomy and a dramatic expansion of robotics.

Adding yet another item to every analyst’s calendar, Tesla’s 2025 Annual Shareholder Meeting is officially set for November 6 and will feature in-depth updates on Musk’s recently re-ratified but highly controversial pay package. If he hits aggressive targets ranging from millions of robotaxis to mass deployable humanoid robots, the package could be worth up to $1 trillion, making it the richest in corporate history. The meeting is also expected to deliver clarity on Cybercab and the robotaxi network, with production scheduled for April 2026 and Austin pegged for test deployments by June of that year.

Meanwhile, Tesla reported record Q3 revenue, topping Wall Street estimates thanks to a last-minute EV rush before U.S. tax credits expired. Yet, the stock rode a roller coaster, buffeted by lingering trade tensions, consumer blowback over Musk’s politics, and fresh protests. Incidentally, Tesla was the target of #TeslaTakedown demonstrations in multiple U.S. cities—Seattle, Rockville, and Charlotte, to name a few—with activists spotlighting labor and safety grievances. While this isn’t new, the coordinated surge in protest activity added extra heat to an already volatile week.

On the consumer front, the eminent Lost Hills Supercharger—now the world’s largest, with all 168 stalls live and completely off-grid thanks to massive Megapack battery storage—opened just in time for the Thanksgiving travel surge. And in Geneva, Tesla threw a festive showroom bash, promising three years of free charging to Model Y Premium buyers delivered before year’s end.

One last note for FSD fans: Tesla achieved a major milestone by logging over 10 billion Full Self-Driving miles globally and received a regulatory go-ahead for supervised FSD in South Korea and China, with hopes pinned on a European approval in 2026. The company also teased new FSD features, including removing the notorious Autosteer ‘Beta’ label in upcoming software updates, signaling mounting confidence in the technology’s maturity.

As headlines jostle for attention, one thing is clear: for Tesla—the company and the man—every week now feels like a chapter from a biography in real time.

Get the best deals https://amzn.to/3ODvOta

This content was created in partnership and with the help of Artificial Intelligence AI
...more
View all episodesView all episodes
Download on the App Store

Tesla  - Brand BiographyBy Inception Point Ai