Tesla's Major FSD Approvals / Tesla Dojo Update / Polestar's Charging Breakthrough ⚡️
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===================================
00:00 - NTSB Crossover
00:37 - Tesla Semi
1:04 - Elon's SEC Settlement
1:37 - Cybertruck Updates
3:44 - Tesla Dojo
5:23 - 76 Sources on Elon in China
7:03 - All Coming Together
18:51 - USS Autopark
19:11 - NHTSA Investigations
19:55 - Honda Prologue EV
20:04 - Cathie Wood on TSLA
20:51 - BYD Net Income
21:01 - Polestar Charging Breakthrough
22:09 - Ford Q1
22:23 - Charging Stat
22:31 - TSLA Stock
===================================
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#TeslaNews #TSLAStock #TeslaFSD - ยานยนต์และพาหนะ
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BREAKING (lol): Tesla just secured a massive Megapack contract. Here's the article from Renew Economy. Before that, don't forget to check out Ground News if you're interested here: ground.news/electrified to get 40% off :)
Here's the Renew article:
French renewable energy and storage developer Neoen is to nearly triple the size of its already giant Collie battery, making it the biggest in the country after winning another contract to help flatten the growing solar duck curve and fill in for coal in Western Australia.
The contract win means Neoen will add a 341 MW, 1363 MWh second stage battery to the Collie facility. Its first stage, already under construction, is sized at 219 MW and 877 MWh. Both are to be built with Tesla Megapack batteries, and by contractor UGL.
It will mean the Neoen Collie battery will be sized at a total 560 MW and 2,240 MWh, and will be the biggest in Australia, trumping Synergy’s 500 MW, 2000 MWh battery that is under construction just a few kilometres away in Collie, and the 275 MW/ 2,200 MWh eight hour battery that Ark Energy will build at Myrtle Creek in NSW.
Neoen says the combined battery will have the ability to “charge and discharge 20 per cent of the average demand” in W.A.’s main grid, known as the South West Interconnected System.
It will also signal a remarkable transition in the coal-town of Collie, where the state’s remaining coal fired power generators are expected to be shuttered within the next five years.
Coal is still providing around 40 per cent of WA’s annual electricity demand, but is being marginalised by the growing influence of rooftop solar and other cheaper renewables, and by its own surging costs, reliability issues and pollution.
Together, the two Collie batteries owned by Neoen and Synergy will be able to provide up to 40 per cent of the average demand in the SWIS, and will play a key role - along with other batteries at Kwinana and Wagerup, is soaking up excess solar in the middle of the day, and discharging into the evening peaks.
It’s similar to the transformation in California, where battery storage is accounting for nearly 30 per cent of supply in the evening peaks. The remarkable thing about WA’s SWIS is that it is an isolated grid, with no connections to other states or countries.
Neoen says that Collie Battery Stage 2 is contracted to provide 300 MW of storage capacity for 4 hours discharging across the evening peak. “This is intended to address the risks AEMO has identified related to the retirement of coal power plants, high penetration of rooftop solar and increasing energy demand in Western Australia,” it says.
Jai Thomas, the coordinator of energy in W.A., says the new Collie battery is another important step toward a greener and more resilient power system.
“Once complete, the battery will be a massive boost for energy storage and stability in the South West Interconnected System,” Thomas said in a statement.
Kate Ryan, the W.A. general manager at the Australian Energy Market Operator, also said the Collie Battery will play an important role as “we navigate through Western Australia’s energy transition,” and would support the state’s future energy needs as coal-fired generation retires.”
The contract awarded by AEMO is for so called Non-Co-optimised Essential System Services (NCESS) - and requires big batteries to soak up solar for a period of four hours and discharge that capacity for four hours across the evening peak.
The initial contracts - which have also been won by Synergy’s Kwinana battery, the Collie batteries and Alinta’s Wagerup facility, will run for two years from October, 2025, when more coal units are due to be retired.
It could also deliver another big windfall for Neoen, which upped its forecast earnings for the 2025 year by nearly $150 million after the first stage of its Collie battery won the initial contract last year.
Neoen built Australia’s first big battery at Hornsdale in 2017 - known then as the Tesla big battery - and has since added the Victoria Big Battery, which remains the biggest in the country for the moment, and the smaller Bulgana battery in Victoria.
It is also building the Capital battery in the ACT, the Blyth battery in South Australia, which will help supply “baseload renewables” to BHP’s giant Olympic Dam mine, and the Western Downs battery in Queensland. It has numerous others in the pipeline. The Collie batteries are its first four-hour battery projects.
Neoen chairman Xavier Barbaro said long duration storage is becoming a clear need for electricity networks in transition, particularly as new constraints emerge.
“Neoen is at the forefront of designing solutions to meet this need, as this wonderful new success of Collie Battery Stage 2 demonstrates,” he said.
“It is thanks to its speed, agility and competitiveness that Neoen will play a vitally important role in energy storage in Australia, and around the world.”
It is expected more contracts with battery projects for the NCESS service will be announced by AEMO, which was seeking up to 440 MW of battery (with fours of storage) in its latest NCESS tender.
This is great!!! Time to get MegaPack Factory Shanghai up and running!!
Well done WA ...Wasn't clear at start of article which state it was in but go Australia...ashame the states aren't doing it themselves and reaping the rewards ...like ultra fast payoff and then mass profits ...and fixing the duck curve
@@damfadd What is the duck curve?
@@NextGenEvs
The CATL factory 1 mile away should be ramping just as the Tesla facility is ready... Ideal first customer??
I really appreciate your calm, measured approach. No drama, just facts
Amen - drama seekers can watch SMR - I will save and further comments …
@@tedbozarth8300LOL mentioning SMR out of no where is drama. Your creating drama lol
SMR is awesome, I listen to both.
@@mattsparks5957 Who is SMR?
@@Blind_of_Colour The guy on "solving the money problem" his name is Steven Mark Ryan.
He does a Tesla video about every day and he is a long-term Tesla investor
Nice catch on the NTSB hire!
North America, China, and Europe are by far the biggest auto markets. Tesla is making huge leaps in North America and now has the go ahead to start in China. Europe and hesitating states in the United States face a very real risk of being left behind if they do not accelerate the permitting process.
The Chinese permit is just to sell FSD(supervised). AFAIK, that's allowed in all 50 states... Is it not? I was surprised to hear that FSD(sup) was not sold in Europe.
All cars sales in the US are down including Tesla .
Europeans now looped its own red tape around hits on arms and legs
Ground News promo didn’t apply BUT chat feature was easy and they applied it with no issue.
Antarctica is both Left and Right hand drive 😂
Ground News is great; I used your link to sign up, thanks
Good catch on the new Tesla Counsel.
Couldn't find the "like very much" icon so just hit the thumbs up one. Great stuff.
Congrats all long terms investors!
Well what for? We are still very much not there yet.
If Tesla is under $3k/share I buy. In 2030 I sell. Till then, only Elon stepping down would bother me. Tesla is just a startup. A very small business. Someday it may grow.
5:00 I think Joe was saying that it's not a Dojo datacenter (that is, the building that it's in). This doesn't prelude cooling for Dojo.
If the south expansion is really for Dojo, then there must be cooling towers somewhere nearby, and this structure would be most likely.
It is unlikely that the south expansion is for DOJO. All that south facing glass is counter productive to cooling a data center. I am sure that there will be mezzanines along the windows for desks, but unlikely the whole area, since people or data centers don't need 30 foot ceilings. It is possible that the three underground structures in the south are for server rooms. They are fully enclosed with only an opening at one end. They would take advantage of the cooler ground temp and heat absorption ability. So, some of that cooling tower capacity is ear-marked for servers/dojo.
@@briandolbec37 I agree, data centers and large windows aren't a good combination. In addition to the areas you mention, there's the large area in the middle they have just started working on. The pad they poured without rebar seems too weak for manufacturing, but maybe not an issue for servers? Can't wait to see how this plays out!
Surprised if 30% take rate is met. I was thinking less than 5%. At least for the first year.
The south extension is a data center; the cooling towers are for that facility. How many exabyte units (ten cabinets each) are built in the data center is unknown... but several at a minimum by the size on the cooling capacity being built. I wouldn't be surprised at up to ten.
I wonder if Tesla would train dedicated models / modules for different parts of the world? Obviously driving laws and etiquette (or lack thereof) can vary widely
I can say with confidence that the FSD 12.3.x that I use everyday will look like a dimwit in most Chinese city streets, but I will also not want to use FSD with Chinese characteristics here in the US lol
3:40 "YOU WILL FIND OUT ON TUESDAY" lmfao giving the caps right back at him
Joe specially said the cooling towers were to cool the south end extension, and it's equipment.
This is almost like the cooling tower on the cathode building.
Great info/video, thanks Dillon!!
Excellent as always. 👍
10B also includes
1 HW5
2 Building warehouses to house computers
3 maybe china ai as well.
Great work as usual Dillon. Much appreciated. Balanced, informative, and just the right amount of contextual opinions, in MY opinion. Thanks.
With regards to the data center at Austin. I think Joe is saying the structure is for the cooling towers, not for the physical location of the data center components. Yes, the cooling towers will cool the data center, but often compressors, cooling towers and equipment are not located directly at the location of the components that need cooling. I hope that makes sense. The cooled medium will likely be piped from the cooling tower location into the data center where the components are physically located.
If you can coerce someone into signing a contract, you now own that person for life. >:-)
Thanks!
Tesla's compute budget of $10B includes inference in the car so not all will go to training compute.
correct i said that in the video lol i was just laying out some basic numbers and there was even a bullet point that part of the spend will be for hw 4/5
I am guessing the in car inference computer should be a minor part of this.
@@danharold30872 millions car per year X 250~500$ of onboard camera and computer = quite a lot
In-car compute is part of COGS not capex, so I’d be surprised if that is what the $10B was intended to be inclusive of.
@@vinbrendel Exactly what I have been trying to say. You put it much better.
@DillonLoomis22 On the $10B capex. You are getting the possible breakdown wrong. You only considered the cost of the H100's. The H100's would only be about 35-50% (my guesstimate) of the capex required to build and install them into a data center. There is the building/construction costs, electrical, fire suppression,and cooling for the major costs, cabinets, switches, cabling, security, backup power, startup and testing... So $2B for H100's would mean about $4B or more of capex. Dojo systems would likely be more expensive to make and assemble, but Elon has said they would be cheaper to operate. ie: more efficient per task run, so possibly require slightly less cooling, etc., but likley be similar to H100's. Only the DOJO systems would have greater processing capacity.
For background, I am a retired HVAC mechanic and computer programmer, that has worked on both sides of data centers and their construction.
Keep pumping bro!
Dillon, Most comprehensive information about Tesla news! You ROCK!!
Joe T released today permits he found and the data center is in the body in white area below where new heat vents are being installed on the roof.
Dylan, what a Great article! Thanks!
Thanks
Great info here
terrific overview 🎉
One of your best shows to date. Thank’s Dillon!!🎶⚡️🚀💥
As someone living is Southern California, I struggle to believe their is a 1 to 5 ratio of fast charging stations between gas and fast charging stations, was he referring to the ratio between gas pumps and charger? IMO most gas average 8 pumps but in California most Supercharging stations average 30 or 40 Super chargers. of course I only have visited Tesla stations
TechGeek Tesla!! NICE!! An old friend of mine! Thanks for another great recap!
Great video as always! Thank you for the analysis and context 🚀Quick remark on your $10b breakdown. I think you forgot the spending for inference compute. So ~1500$ per car produced. And also for Optimus if you want to assume something there.
I live in an Industrial area with many different production refineries in Alberta canada. Every plant I’ve been in has a water cooling towers in the water recovery/recycling process.
Dillon, thank you for another excellent program. As for the cooling towers, and the Boring at G-Austin, perhaps the geothermal of the underground data center bunker necessitates air circulation and cooling? 😊
Hey Dillon, thank you for the video.
I have a small suggestion. In the end you typically mention the trading volume for the day. I've noticed you give us the number of shares above or below the average volume. What if you did it as a percentage of the average? I think it gives a better perspective.
There are US export restrictions on supply of H100 / A100 to China.
If Tesla really can get inference to work across their fleet, they may not need to build a physical data centre to support FSD development in China.
Baidu maps.. sensitive areas are blanked out. To work out the edge cases and tagging of new features, i wld presume that these sort of data wld be given permission unless they use a slower AI to compute within CHina. Otherwise time to market wld be slower
No way wld Tesla be involved or associated with the use of forbidden H100 or Nvdia Ai chipsets
Sensitivity of restricted areas like defence areas. I wl assume Chinese ADAS/FSD wld be subject to the same restictions in USA? imagine having the detailed layout of say the Pentagon and military bases, movement of key personnels by tracking their car...
Think of the cooling towers as a condenser unit that sits outside your house and it deposits the heat from what your cooling into the air outside.
The question is what specifically they will be cooling.
Y’all nuts 🥜
NHTSA needs to start investigating human-driven crashes in safety-equipped cars, and asking why the human was driving instead of using the car's built-in assist features.
21:00 this is nothing as you can get similar results with a cheap car with the Model Y RWD. This version has the battery pack of the LR only the battery capacity is software locked to a lower capacity. In other words, the charging curve or mileage increase is as good as the LR for cheap.
I don't think H100's can be exported legally. I'm not sure if there is an equivalent compute box in China.
It requires an export license for even ONE H100, H800, or the old A100. So I suspect thousands of units in one facility that can be seized by the government won't be approved. This is even more of an issue with Dojo.
But what about setting a datacenter up in Taiwan? US export restrictions shouldn't be as much of an issue there, and China would have a hard time saying it's a foreign country under their "One China" policy. I wonder if this is feasible workaround?
@@satoshimanabe2493 My understanding is that the Chinese government is requiring the data to remain in China. Even though the mainland considers Taiwan to be China, I doubt they would allow the data to go there.
@@billweberx True, all they have to say is "Data must be within China, excluding Taiwan." Still, it would be easier for China to allow data to be in Taiwan, rather than USA.
@@satoshimanabe2493 If Tesla put a data center in Taiwan, they would have access to it from the US.
Is there any talk about utilizing the Waste heat from dojo
Sounds like it’s quite a lot of energy otherwise going to waste
When you build a data center you may have four or more redundancies. If you need one chiller to cool the data center, you put in four chillers. One generator for emergency power, put in four generators or megapacks. Diesel fuel tanks for generators, put in four and oversize them. You can see where this is headed. Whether or not these cooling towers are involved with this use is hard to say.
The Dojo bunker are actually three long bunkers that were built into the ground of the new south extension (check earlier flyovers). It seems a good part of that extension will be allotted to the AI data center and that separate raised structure will house multiple A/C units for maximum cooling.
Yes, I've thought the same for some time now.
So if they are not currently building a datacentre above ground, would there be any sense in putting it below ground in left-over test tunnels? Being away from the sun and having high thermal mass could help with temperature control
I can't believe they even put the data center in the same building. But they did. So, its all good🎉
Tesla hiring someone from the NTSB is about as sketchy as Big Pharma hiring someone from the FDA. After 3 missed quarters in a row Tesla was no doubt ready to pop, that's why I never short stocks, only buy them.
Great work Dillon! The shorts still willingly giving up their cash and not learning their lesson. Oh well. In other news today was CRAZY even for Tesla. LOL. Let's stay grounded and keep moving forward!
Is that Casey Lane from the blood hound song? Top Gear should after the stunt they pulled years ago on the model 3, im still pissed about it.
When will LFP cells ship in volume from GigaNevada (so Model 3 RWD can be tax credit eligible)?
Mr. electrified - you are THE BEST!!
portfolios back in the green baby
Kurt Knutsson who is now at Fox has called himself the CyberGuy since the 90’s when he did a regular tech segment on local news at KTLA channel 5 in Los Angeles.
How many cycles will that Silicon Cell battery achieve?
Keep your friends close and your enemies closer 😉
Don't mess with Texas 😂
Turn N Burn Baby! 🔥🎬
“Remember that there is nothing stable in human affairs; therefore avoid undue elation in prosperity, or undue depression in adversity.” - Socrates
just curious how much the short sellers made when Tesla stock was down to 140"s. ?
FYI h100’s are banned from being sold in China
I wonder if they extract energy from the heat?
It's hard to get useful energy from low temp heat. If it was a couple thousand degrees, that would be different. (See: Carnot efficiency) Data center heat is essentially useless unless you have a building that needs space heating in the winter.
Octovalve says hi
Apr 30 is actually today over there in China
There is no moon base without nuclear-powered robots
On the CA charging Stats: Do we know that he was comparing gas stations to EV charging locations or EV charging stalls?
I also asked Tesla Privacy directly after reading their privacy statement if they provide or on-sell any data to insurance companies or data brokers outside of Tesla insurance and they came back with a firm no. I was keen to check following the GM revaluation about selling telemetry data.
I thought the head of DOJO had resigned (fired) and was guessing it had something to do with DOJO not being what it was meant to be (using Tesla's custom chip design) and instead Tesla had to build DOJO using NVIDIA's chips.
I wonder if Tesla can open a data center using the latest chips? Since there are restrictions about exporting the latest chips to China.
Do you think we will ever see FSD take on Nürburgring?
Stefayne also known as stefanny
Disappointed that if it's true the supercharger team have gone :( I think their outlook for charging was groundbreaking...and a revenue driver.
personally, they are not. V4 rollout too slow, wireless ev charging and Megacharging nowhere to be found.
i m really frisky about FSD in china, as it's quite certainly going to be use to copy it by other compagny, my solace is that not using it in China doesn't mean chinese won't manage to copy it anyway, like Xpeng did.
Change playback speed to 1.25 and Dillon will speak at a normal rate. You're welcome.
Don't think H100s or A100s are avaible to China
i'm getting a CT regardless of what ever top gear says or said
Can you do a look see on the status of Mexico...is that "dead" for now?
the polestar charging speed demonstration is certainly impressive. however, it is not a ‘world first’. similar and even faster charging speeds have been demonstrated before on (prototype) cars in china. we’ll see who will be first to market.
Forget a lot farther ahead when the bots are building nuclear
smh
License FSD to BYD
It would be surprising to see the data transfer from Cina to US being approved. I don't get that anyway. Tesla could bring the software version to China and load them into a local Dojo system. If I were China I would never approve it and we all know if the opposite would occur and China were to ask for bringing US data to China it would be a clear "hell-no".
Why would the US allow DoJo into china? I see this data this as bluster. Both countries have spy satellites taking better resolution images than the Tesla cameras.
Not possible.
Worse come to worse maybe licensing FSD to BYD may put them over the hump.
The SEC is a unconstitutional agency, enforcing unconstitutional law. He needs to file a commerce clause claim against the agency
I wonder how Dojo could be exported to China under current US regulations.
Maybe Tesla can just set up a huge training datacenter in Taiwan, since China claims Taiwan *is* part of China!
13:20 Can they send H100's to China? Are they banned under the trade restrictions around sending tech to China?
Banned.
6'11 needs to play professionally some where at that height with that skill is crazy
👍💯 Tesla
Optimus training and inference compute requirements will be enormous. For each role Optimus will be purchased for, there will be different neural network instances. There will also be a huge demand for FSD systems but for all externally purchased Optimi that cost will be covered by income.
They definitely could be for a data centre, these cooling towers are probably what’s going to keep the prefabbed micro cooling plants evaporators in check.
Of course the new cooling tech is not for DOJO. Well, not JUST for DOJO. Afterall, Elon does one or two other things that qualify as "HOT".
Look at all the shiny happy tesla investors 😂
Interesting problem about FSD in China! It seems fine to get approval, BUT how to make it happen? The data is processed on special AI processors which can't be exported to China because of US chip export restrictions, and the data can't be exported from China. I can't see how the two export prohibitions can both be respected and yet enable the data to be processed on the devices used to develop the FSD downloads for the cars. Unless Musk can get some kind of unofficial wink wink clearance - but that will be hard to explain when the cars start driving around China with FSD and folks start asking how EXACTLY was that achieved?
Diversity plus synchronicity equals power. Skepticism breeds change. Fear of change is overcome by education and familiarity. Convergence brings exponential growth. Unbridled AI means we are creating our replacements.
Nice word salad.
@@incognitotorpedo42 he copied/pasted
WOW
Dillon, at about 9:39, you claim that an FSD income of, say, $600 million will be "high margin revenue". Tesla aims to have spent $10 billion cumulatively on developing FSD by the end of this year, and the cumulative revenue received from licensing FSD will be far less than $1 billion. As such, isn't it wrong to describe the revenue as being "high margin"? (Yes, FSD may be a cash cow within a few years' time, but at the moment it is still in a "loss-making while we mature the technology" phase.)
I’m mad I didn’t buy massively under $150.
For sure I was expecting a drop under 140 after the bloody useless quarterly result.
Maaaaaad!
Go buy massively NOW!
If Tesla isn't allowed to transfer the China driving data to the US, then he would have to build a data center in China to train China FSD - a data center running on advanced chips that are probably banned by the US.
Should we root for Tesla to flout the law and build that data center in China if they don't allow a transfer?
Short sellers made a boatload of cash for 3 years as tesla stock declined. Now they are losing, but profits will cover losses in most cases.
Only if they aren't greedy. Losses from shorting have unlimited downside if you don't cover. Will they still be shorting at 500?
@@darylfoster7944 some will and they will give away their cash. Some people are devotees of Tesla, and others are devotees to doubt. these doubters will lose in the end.