Elon Musk explains why Tesla is being extremely careful while scaling Robotaxi The ambition is massive...but Elon’s priority is making sure they do not hurt anyone There are roughly 30,000–40,000 automotive deaths every year in the U.S., and most receive almost no national attention But if a Tesla Robotaxi injures even ONE person, it can instantly become worldwide headline news and regulators could clamp down on the entire operation So Tesla has to do two things at the same time: Scale Robotaxi as fast as humanly possible AND make sure it causes essentially no harm Elon put it very simply: “We do not want to injure anyone” “And ideally...not even run over a pet” That is the real constraint on Robotaxi right now And despite being this cautious, the rollout is accelerating fast Tesla’s authorized Cybercab fleet in Texas has nearly QUADRUPLED in just one month 45 → 169 Cybercabs And Tesla now has 589 Robotaxi vehicles authorized in Texas when you include 420 Model Ys Unsupervised Robotaxi miles have also been growing at double-digit rates week after week So Tesla is not moving slowly It’s scaling incredibly fast while trying to maintain an insanely high safety bar That’s the balance Elon is trying to solve

Elon Musk believes AI will produce so many goods and services that it will lead to deflation. Our analysis suggests, however, that he might have to wait a bit longer for his age of abundance

Elon Musk (@elonmusk) said Tesla ($TSLA) reduced the memory capacity planned for its next-generation AI chips to make large-scale Optimus production more practical and significantly cheaper. Musk said Tesla cut the AI5 chip’s memory in half to 72GB of LP5 and reduced AI6 memory by one-third to 144GB of LP6. He described the changes as “the only way to get enough volume for Optimus production,” while arguing they should have a negligible impact on robot performance. Musk said memory bandwidth matters more for Optimus than total memory capacity, allowing Tesla to reduce RAM without meaningfully limiting the robot’s capabilities. The comments came after Micron ($MU) CEO Sanjay Mehrotra said humanoid robots could eventually require more than 200GB of memory and several terabytes of storage per unit. That could create enormous demand if humanoid robots are produced at scale. At 200GB per robot, 10 billion humanoids would require roughly 2 trillion gigabytes of RAM. Micron expects physical AI to become a significant driver of memory and storage demand by the end of the decade, with customers already testing its next-generation products. Tesla is already preparing for larger Optimus production, including component orders and supplier reviews. The company’s longer-term goal is to eventually produce around 1 million Optimus robots annually.

Elon Musk says Tesla cut RAM for AI5 to 72GB and AI6 to 144GB to secure enough supply for Optimus production and lower costs. 'Optimus performance impact should be negligible.'