Elon Musk hypes Tesla's 8th gen AI chip, still hasn't delivered self-driving

6 months ago

Elon Musk is promoting Tesla’s 8th-gen AI chip (AI8) while failing to deliver promised self-driving capabilities on older chips (HW3, HW4).
Musk’s recent Tesla-related updates coincide with a shareholder vote on his $1 trillion compensation package.
Tesla is currently producing its 4th-gen AI chip (AI4) but has sold 'Full Self-Driving' promises since the 2nd-gen chip.
Musk admitted HW3 is insufficient for unsupervised self-driving, but Tesla has not provided a clear retrofit plan for affected customers.
Tesla’s CFO and VP of self-driving hinted at a 'v14 Lite' version for HW3 in Q2 2025, but it remains unclear if it will meet original promises.
Tesla’s pattern suggests AI4 may face similar obsolescence as HW3, with focus shifting to newer chips (AI5, AI6, AI7, AI8).
Criticism highlights Tesla’s failure to deliver on self-driving promises while pushing future hardware upgrades.

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