Elon has said various times that Tesla is not a car company, but rather an AI company. Tesla is using AI to solve problems such as auto high beams, auto wipers and of course FSD. Tesla's tango with AI explains its recent move into robotics.
Solving FSD is just the beginning. We're likely to see Tesla enter additional fields that rely heavily on AI. Tesla will be able to take everything they've learned in the world of artificial intelligence and apply it to a completely new product or even a new field, similar to what they're doing with NeuraLink.
Tesla to look into adding AI-based HVAC
Elon has previously talked about how he would love for Tesla to develop air conditioning systems. Elon believes Tesla can make them much more efficient than they are today, but Tesla just doesn't have the resources to enter another field right now. The use of air conditioning around the world currently accounts for 10% of global electricity usage, according to IEA.
Tesla may now be looking to introduce AI to Tesla HVAC systems. Twitter user @coffeetabletsla asked Elon if Tesla could develop a neural network similar to Deep Rain that's used for windshield wipers, but instead use it to improve air conditioning. It could monitor when to turn the AC on/off, when to circulate air versus bringing in fresh outside air and take into account various factors such as current air quality, traffic and dirt roads.
In response, Elon gave his typical “Ok" answer, which has usually meant that Tesla is already working on a similar feature or that Elon is genuinely intrigued by the idea and will have Tesla engineers evaluate its feasibility.
Given Elon's fascination with air conditioning and wanting to reduce the world's energy footprint, this could be Tesla's first entry into the HVAC industry.
This conversation started on Twitter when the official Tesla account tweeted “can we all just agree that pumping out carbon monoxide, carbon dioxide, particulate matter, nitrogen oxide and sulphur dioxide from cars on all the streets around the world is maybe a bad idea".
Elon replied to the Tesla account with “in close traffic, poisonous gas spewing from the car in front of you goes straight into your AC intake." A fair point. We're just hurting ourselves. He then snarkily added that “Good thing gas/diesel carmakers didn't cheat on their emissions or we'd be in real trouble."
Air quality is also something Elon has shown interest in before. In fact, Teslas in China show the Air Quality Index right next to the temperature near the top portion of the car's screen.
In close traffic, poisonous gas spewing from the car in front of you goes straight into your AC intake. Good thing gas/diesel carmakers didn't cheat on their emissions or we'd be in real trouble ?
Teslas currently have an Auto AC button that determines when to activate the air conditioning system, although it's likely to be similar to other manufacturers where it compares the indoor and outdoor temperatures along with the relative humidity of each environment.
By adding AI to air conditioning not only can Tesla reduce its energy usage, resulting in longer range for your Tesla, but it could also give you cleaner air to breathe. Your Tesla can give you fresh air when you're driving alone on the road, and automatically switch to recirculated air when you're close to other cars.
This is just another example of how Tesla is redefining cars and improving the world we live in.
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Tesla recently hit the news for purchasing approximately $2M in LiDAR sensors from Luminar, one of Tesla’s long-term suppliers. You’ve probably seen photos of Tesla’s Semi and various Tesla models, including the Model 3 and Model Y sporting LIDAR equipment on the roof. These cars drive around with manufacturer plates scanning streets and highways.
However, many people confuse Tesla’s purpose in purchasing LiDAR equipment with using it for FSD versus testing. So, let’s look at what LiDAR is, and why Tesla uses it on its Fleet Validation Vehicles.
What is LiDAR?
LiDAR stands for Light Detecting and Ranging – essentially using lasers to measure distances. A laser pulse is sent out, and the time it takes to return is measured – providing extremely accurate distance measurements.
Some companies working on self-driving vehicles, including Waymo and BYD, use LiDAR as part of their self-driving suites, but Tesla is one of the few stand-outs that does not. Even Rimac’s “Verne” Robotaxi – which uses self-driving technology from Mobileye, also uses LiDAR.
While LiDAR can produce extremely accurate and high-quality 3D environments, it comes with its downsides as well. Not only is LiDAR costly and requires large gear strapped to a vehicle, but it also can not be used in bad weather and can have interference issues if there are other strong light sources present.
Why Does Tesla Use LiDAR?
A LiDAR rig mounted on a Tesla Semi for testing FSD.
Not a Tesla App
At Autonomy Day in 2019, Elon Musk mentioned that LiDAR isn’t the solution for self-driving cars – it's just a crutch. Thus, Tesla hasn’t used LiDAR for any production self-driving software.
Instead, Tesla uses it exactly how it's described – they use it to gather ground-truth data. This data is then used to feed Tesla’s Full Self Driving system – which helps validate its vision-only system's accuracy. LiDAR provides very accurate measurements to help ensure that FSD’s perception of space is accurate – and is only used by Tesla to ensure that its AI technology which is the brains of FSD is capable of accurately interpreting depth from just visual data.
While sources other than Bloomberg haven't confirmed this report, Bloomberg has a positive track record of reporting on financial decisions. We’ll be sure to update the article if there is confirmation on X from Elon Musk or another Tesla senior official.
Tesla’s stock has dropped nearly 8.5% over the day, ending back-to-back gains over the last two weeks. It closed yesterday at $ 241 after hitting a peak of $270 earlier in the day before the news broke.
Why the Delay?
The delay – of approximately two months – has been communicated internally, but not publicly announced just yet. Bloomberg goes on to mention that the design team was told to rework certain elements of the Cybercab, necessitating the delay.
If Bloomberg’s report is correct, it sounds like Tesla’s unveil event will be largely focused on showing off the vehicle, instead of demoing how it will work. Of course, it could still be both, but given past events, Tesla has always shown off the vehicle years before it hits production.
Rimac recently showed off their version of robotaxi vehicle named Verne, and surprisingly, it could almost pass for Tesla’s own robotaxi. A lot of design cues in Rimac’s version are elements we have already seen or expect to see in Tesla’s autonomous taxi.
A recent Tesla patent revealed that Tesla is incorporating a sanitation system into their robotaxi that will be responsible for analyzing and cleaning the vehicle’s interior, although the delay itself is likely tied more to a physical feature rather than software.
Another element we know almost nothing about is how Tesla plans to charge these robotic taxis. Will they rely on the existing charge port and adapt a solution like the robotic charging arm (video below) we saw almost eight years ago, or will wireless charging or a dock finally become realized?
While the delay for Tesla’s event appears to be related to the vehicle’s design itself and not further development of FSD, Tesla is wasting no time in getting FSD working for the upcoming vehicle. Model 3 vehicles have already been spotted with camera locations that resemble a robotaxi.
Is the Delay Accurate?
We expect that this delay might actually be true – Elon Musk usually takes to X within hours of such news breaking if it's false to refute it and hasn’t done so yet.
Tesla has delayed several of their events in the past, and a delay of a couple of months seems plausible. We should hear from Musk himself soon on whether this report is accurate.
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