Elon’s broken hardware promise.

Ajouté : 2026-05-06

[00:00:00]It's funny that he admitted it, but Elon actually admitted that millions of Teslas have actually hit a physical wall. You probably heard the promise, right? Buy a Tesla and one day it's going to become a fully autonomous robot taxi through a software update. Well, >> [music] >> but Elon just confirmed that cars that are running the older hardware 3 chips, they will never achieve unsupervised full self-driving. There's a bottleneck here and I want to explain it. Take for example when you use ChatGPT, right? The heavy lifting happens in the massive server farms that they have. The cloud can scale forever. But a self-driving car is like this local robot. It has to process the [music] cameras, the radar, the split-second decisions entirely on the silicon that's locked inside the dashboard. And >> [music] >> the hardware 3 chip just doesn't have the sheer compute power for these new models. And this is the dirty secret of this AI boom. We actually covered this in our newsletter all the time. That software can iterate endlessly, but hardware has this permanent ceiling.

[00:00:56]Tesla thought that they could optimize their way out of this, but the math has actually finally caught up with them.

[00:01:02]You just can't download a new brain for the car.