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Elon Musk is now hyping Tesla\u2019s 8th-gen AI chip, but he still hasn\u2019t delivered the promised self-driving for millions of Tesla owners with the 3rd-gen chip, nor with the current 4th-gen chip in production.<\/p>\n
Musk, whose compensation package at Tesla is up for a shareholder\u2019s vote this week, has coincidentally been sharing more of what he does at Tesla lately to justify his upt to $1 trillion compensation package.<\/p>\n
This weekend, he posted on X an update about Tesla\u2019s AI chip roadmap:<\/p>\n
Just finished a long AI5 design review with the Tesla California and Texas chip engineers. It\u2019s going to be great. And AI6 and AI7 will follow in fast succession. AI8 will be out of this world.<\/p>\n
Those chips power Tesla\u2019s inference computing in its vehicles, enabling its advanced driver-assistance systems (ADAS) and self-driving capabilities.<\/p>\n
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Currently, Tesla is producing AI4, its fourth-generation chip.<\/p>\n
However, the automaker has been selling to customers the capability to achieve \u201cFull Self-Driving\u201d unsupervised capacity since its second-generation chip.<\/p>\n
When it failed, it retrofitted second-gen cars with a new \u201cHW3\u201d third-generation chip.<\/p>\n
In January, Musk admitted that Tesla\u2019s HW3 in-car computer is not powerful enough<\/a> to support unsupervised self-driving. He said Tesla would once again offer retrofits, but it\u2019s been 10 months, and Tesla hasn\u2019t communicated any concrete plan to make it right with customers.<\/p>\n During Tesla\u2019s earnings call last month, Tesla partially walked back Musk\u2019s previous admission that HW3 won\u2019t support unsupervised self-driving.<\/p>\n CFO Vaibhav Taneja said:<\/p>\n \u201cWe\u2019ve not completely given up on hardware 3.\u201d<\/p>\n He didn\u2019t really elaborate on what it means, but Tesla\u2019s VP of self-driving, Ashok Elluswamy, added:\u00a0<\/p>\n \u201cOnce the v14 release series is fully done, we are planning on working on a v 14 Lite version for hardware 3. Probably expected in Q2 next year.\u201d<\/p>\n V14 is currently available on Tesla vehicles with HW4, but it is still not capable of unsupervised self-driving as Tesla sold and promised to customers.<\/p>\n Electrek\u2019s Take<\/p>\n It\u2019s pretty wild that instead of delivering what it promised and sold to HW3 customers, Tesla now says that you might get a watered-down version of something else that is already available. And that\u2019s going to be 6 months from now.<\/p>\n There\u2019s moving the goal post, and then there\u2019s throwing it away altogether.<\/p>\n Now, the fascinating thing is that Musk is talking about AI5, coming in 2026, then AI6. Now, he is even talking about AI7 and AI8.<\/p>\n We know what happens when Tesla launches a new self-driving computer. It gradually shifts its efforts into bigger models that fit on the new computer, but they don\u2019t on the old one.<\/p>\n At this point, everything points to AI4 going the same way as HW3. <\/p>\n Tesla would have avoided itself a lot of headaches if it would have simply waited to have solved autonomy before selling it to customers.<\/p>\n
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