Yoda(@teslayoda):Tesla is the proof of concept for physical AI at scale. The stack includes: • AI4 inference chips inside the vehicle • Nvidia GPUs and Dojo chips training the self-driving AI model in data centers • A robot on wheels embodying the inference computer running the FSD model • FSD model generating tokens that instruct actuator movements — steering, braking, and acceleration • FSD Subscriptions and Robotaxi services to capture the value created

Yoda

@teslayoda

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Yoda@teslayoda

2026.05.16 17:27

Tesla is the proof of concept for physical AI at scale. The stack includes: • AI4 inference chips inside the vehicle • Nvidia GPUs and Dojo chips training the self-driving AI model in data centers • A robot on wheels embodying the inference computer running the FSD model • FSD model generating tokens that instruct actuator movements — steering, braking, and acceleration • FSD Subscriptions and Robotaxi services to capture the value created