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Last night, Elon Musk and Tesla conducted their 2025 shareholder meeting for Tesla and these things have become appointment viewing.
It used to be Apple events but now it’s the Tesla shareholder meetings.
Who would have ever thought listening in on a Annual Shareholder Meeting would be interesting, but that was before we all met Elon Musk and now these things are absolutely mind-blowing!
There are literally dozens of things from this event that absolutely blew my mind, but there is one in-particular that I have listened to multiple times because I wasn’t sure I was hearing it right.
Did he really say that?
Well, yes he did and I want to show it to you.
At one point during the Q&A with the audience, Elon was asked about how powerful the AI chips in the cars will become, and whether the power of those chips could eventually be put to work for other tasks (and monetized for the owner) during times when the car is not driving.
If you think about it, most of our cars don’t drive most of the day. Out of 24 hours in a day, what’s the most your car is actually driving on any given day? 2, 3 or 4 hours? Maybe 5-6 if you have a really long commute? Probably very rare to be over 10 hours per day?
So that leaves the majority of the day where you essentially have a super computer sitting there idle.
Could it be put to work?
Could it make you money?
Elon says yes and yes.
But that’s not the part I found fascinating (although that IS pretty cool)….
No, the part that blew my mind is during his answer, he starts talking about the AI in the cars “getting bored” and even compares the AI in the cars to himself saying how much he would hate it if he were stuck in a car and the highlight of your day was to go driving for a few hours.
Now that might just be Elon joking around and being a showman on the stage, but it really doesn’t sound like it to me.
It sounds to me like he’s describing this AI as eventually becoming sentient.
Listen for yourself and see what you think:
TRANSCRIPT:
For Hardware 2.0, we used NVIDIA, but NVIDIA was, at that time, focused on making AI server hardware, which obviously was a smart bet. They’re currently the most valuable company in the world, and Jensen Huang and his team have done an incredible job at NVIDIA. My hat’s off to them. I’m a huge admirer of Jensen and NVIDIA. They’ve done amazing work.
But they didn’t want to do a low-cost, power-efficient AI car computer at the time. So it was like, “Okay, I guess we need to start a chip team to solve that.” So that’s when I hired Jim Keller, and we built the chip team, and did AI3, then AI4. And then, to be honest with you, we made a few mistakes there with AI5, but now AI5 is back on track, and we’ll have a very rapid cadence to AI6 and so forth.
This is really necessary for the car. Like, with AI4, I think we can get to 200 or 300 percent better than human safety, maybe 400 percent better. But with AI5, I think we can do 1,000 percent better, or maybe even better than that, than human safety.
At a certain point, actually, it might be too much intelligence for a car. Because I was thinking, what if you get stuck in a car and it has too much intelligence? But one of the things we could do is, when the car is idle, use the car as a massive distributed AI inference fleet. With the consent of customers, we’re like, “Do you want your car to earn money for you while it’s sitting in your garage at night?”
I don’t know. “We’ll pay $100 a month or $200 a month or whatever the right number is if you allow Tesla to do AI inference workloads when you’re not using your car.” So that will also help the AI in the car not get bored. Because imagine if I got stuck in a car, and the highlight of your day was driving.
It’s like, but then I’d always want to drive. So then what do you do the rest of the time? So I think Tesla could actually end up having the largest amount of AI inference compute in the world. Like, if you think, maybe we had a 100 million car fleet, and at some point we may have more than a 100 million car fleet, and they’ll have AI6, AI7. And if you’re able to run a kilowatt of inference on a 100 million car fleet, now you’ve got 100 gigawatts of distributed inference, with built-in cooling and power electronics and distributed power.
Probably, the market is valuing that at zero right now, is my guess. But it seems like an obvious thing to do. If you’ve got distributed inference AI, and you’ve got the power and the cooling — which is very difficult to do, the power and the cooling — and 100 gigawatts is a lot.
The average power consumption in the U.S. is around 460 gigawatts for the entire country. That’s the entire electrical consumption of the U.S. So if you did 100 gigawatts, that would be a pretty big number.
So what do you think?
A computer should never be able to “get bored” should it?
Unless….?
Anyway, as I said the entire event is absolutely incredible and I highly recommend watching if you are interested.
Full event here:
RELATED REPORT:
ELON MUSK Teases New Flying Car — “Has a shot at being the most memorable product unveil ever!”
Yesterday, I brought you this report of the brand new “personal air vehicle” that you can buy for the low, low price of $128,000
In case you missed it:
Meet The Jetson ONE, Your Personal Air Vehicle For Only $128,000
Today it looks like Elon Musk has decided to up the ante….significantly.
Elon went on Joe Rogan (always appointment viewing) and dropped a bombshell, claiming essentially that the new Tesla Roadster could fly.
In typical Elon fashion, he is the master showman, giving P.T. Barnum a run for his money! Elon teased that Peter Thiel once complained to him that we don’t have flying cars yet, so Elon says if Peter Thiel wants a flying car then we probably should give it to him.
Hilarious!
Joe Rogan’s eyes were practically bugging out of his head as he tried desperately to get more details but Elon wasn’t saying any more, other than to say the product demo will be UNFORGETTABLE — then noting that will either be unforgettable for the good or unforgettable for the bad, saying it could go either way.
He then said he believes it has a shot at being the most memorable product unveil ever, and that is stacked up against things like Steve Jobs unveiling the iPhone or do you remember all the hype around the Segway when it was first unveiled?
Anyway, watch here:
TRANSCRIPT:
Elon Musk: Pretty sick. Yeah. Are you still doing the Roadster?
Interviewer: Yes. Eventually?
Elon Musk: Um… we’re getting close to demonstrating the prototype.
Interviewer: Like, how close?
Elon Musk: And I think this will be—one thing I can guarantee is that this product demo will be unforgettable. Unforgettable.
Interviewer: How so?
Elon Musk: Whether it’s good or bad, it will be unforgettable.
Interviewer: Can you say more? What do you mean?
Elon Musk: Well, you know my friend Peter Thiel, you know, once reflected that the future was supposed to have flying cars, but we don’t have flying cars.
Interviewer: So you’re gonna be able to fly?
Elon Musk: Well, I mean, I think if Peter wants a flying car, he should be able to buy one.
Interviewer: So you’re… are you actively considering making an electric flying car? Is this like a real thing?
Elon Musk: Well, we have to see.
Interviewer: In the demo?
Elon Musk: So when you do this, like—are you gonna have a retractable wing? What is the idea behind this?
Interviewer: Don’t be sly. Come on. Tell us.
Elon Musk: I can’t—uh, I can’t do the unveil before the unveil.
Interviewer: Tell me off-air then.
Elon Musk: I—it has—look, I think it has a shot at being the most memorable product unveil ever. It has a shot.
Interviewer: And when are you planning on doing this? What’s the goal?
Elon Musk: Hopefully before the end of the year.
Interviewer: Really?
Elon Musk: Yeah.
Interviewer: Before the end of this year? This is, I mean, we’re almost—
Elon Musk: Yeah, like in a couple months. Hopefully in a couple months.
Elon Musk: You know, we need to make sure that it works. Like, this is some crazy, crazy technology we got in this car. Crazy technology.
Interviewer: Crazy, crazy. So different—
Elon Musk: Yes.
Interviewer: —than what was previously announced?
Elon Musk: Yes.
Interviewer: And is that why you haven’t released it yet, because you keep messing with it?
Elon Musk: It has crazy technology.
Interviewer: Okay, like—is it even a car?
Elon Musk: I’m not sure it’s a—like, it looks like a car. But let’s just put it this way—it’s crazier than anything James Bond. If you took all the James Bond cars and combined them, it’s crazier than that.
Interviewer: Very exciting.
Elon Musk: Yes.
Interviewer: I don’t know what to think of that because—is it even a car? I don’t know. It’s a limited amount of information I’m drawing from here.
Interviewer: Jaime’s very suspicious over there. Look at him—excited.
Jaime: I’m interested.
Elon Musk: It’s still gonna be the same—well, you know what? I mean, if you wanna come a little before the unveil, I can show it to you.
Interviewer: 100%.
Elon Musk: Yeah, sure.
Interviewer: Yeah.
Elon Musk: Yeah.
Interviewer: Let’s go.
Elon Musk: Yeah.
Backup here if needed:
Elon Musk on the upcoming @Tesla Roadster:
“We’re getting close to demonstrating the prototype. One thing I can guarantee is that this product demo will be unforgettable. I think it has a shot at being the most memorable product unveil ever; Hopefully before the end of this… pic.twitter.com/X5MIabdDPZ
— Sawyer Merritt (@SawyerMerritt) October 31, 2025
Ok, my take?
If I’m reading between the lines here, this is what I think is going on….
Elon has previously said the new Roadster will be a collaboration between Tesla and SpaceX and I believe he has even said that means the car will have some sort of rocket-boost attached to the back that will literally propel and push the car forward.
He has said that Tesla has already nearly reached the limit of how much acceleration you can get when you’re limited by rubber gripping the road, so the rocket-boost off the back would be needed to go faster than, say, a Model S Plaid.
So where does the flying fit in?
Well, I wonder if the rocket-boost is so powerful it will literally lift the car up off the pavement, at least temporarily….
That’s my guess.
Sounds wildly unsafe, but equally wildly freaking cool! I want one!!!
We will see soon enough at the upcoming Tesla Roadster demo, and I personally cannot wait!
And if you want to watch the full interview (because who doesn’t?) I have it for you right here.
Please enjoy:
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This is a Guest Post from our friends over at WLTReport.