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Tesla is reportedly ramping up its partnership with chip giant TSMC to produce the Dojo supercomputer chip.

Dojo is Tesla’s own custom supercomputer platform built from the ground up for AI machine learning and, more specifically, for video training using the video data coming from its fleet of vehicles.

The automaker already has several large NVIDIA GPU-based supercomputer clusters, which are some of the most powerful in the world, but the new Dojo custom-built computer uses chips and an entire infrastructure designed by Tesla.

The custom-built supercomputer is expected to elevate Tesla’s capacity to train neural nets using video data, which is critical to the computer vision technology powering its self-driving effort.

At Tesla’s AI Day in 2021, the company unveiled its Dojo supercomputer, but the company was still ramping up its effort at the time. It only had its first chip and training tiles, and it was still working on building a full Dojo cabinet and cluster, or “Exapod.”

A year later, at AI Day 2022, Tesla unveiled some progress on Dojo, including having a full system tray. At the time, the automaker was talking about having a full cluster by Q1 2023.

The first quarter of the year came and went without any news of Dojo being in operation.

But we finally learned that Dojo came online this summer with a plan to gradually ramp it up to a 100 Exa-flop capacity by the end of 2024.

Now a new report coming from China claims that Tesla is now ramping up its partnership with TSMC to produce the D1 Dojo chip (translated Chinese):

Tesla is sprinting towards the layout of its supercomputer “Dojo”. It is rumored that it will expand its cooperation with TSMC. Its supercomputer chip “D1” is produced using TSMC’s 7nm family process combined with advanced packaging. Next year, the volume of wafers produced by TSMC is expected to be higher. This year it has doubled to 10,000 pieces, and orders will continue to increase in 2025, fueling TSMC’s high-speed computing (HPC)-related order momentum.

The D1 chip is the basis of the Dojo supercomputer. It gets put into tiles, then trays, which are added together to create a Dojo supercomputer cluster.

Recently, there has been more attention brought to Dojo after a note from Morgan Stanley describing a potential future where the supercomputer is significantly contributing to the bottom line.

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Elon Musk went from promising Tesla unsupervised self-driving to ‘less nag’

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Elon Musk went from promising Tesla unsupervised self-driving to 'less nag'

Elon Musk is hyping an upcoming Tesla ‘Full Self-Driving’ (FSD) update by claiming that it will have “less nag” – a far cry from its long-unfulfilled promise of unsupervised self-driving.

For the last few weeks, Tesla CEO Elon Musk has been hyping a new FSD update that he claims will include “10x higher parameters.”

We already reported how FSD owners should manage their expectations based on the last time Musk claimed a significant increase in parameter count.

Other than the increase in parameter count and the timing for the “end of September”, the CEO didn’t elaborate much on the update.

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He again commented on it this weekend:

The FSD release in about 6 weeks will be a dramatic gain with a 10X higher parameter count and many other improvements. It’s going through training & testing now.

But this time he also added that the update should result in “much less nag”:

Once we confirm real-world safety of FSD 14, which we think will be amazing, the car will nag you much less.

“Nag” is what some people refer to as the alerts FSD gives drivers to stay attentive to the road.

Tesla requires all drivers to remain attentive to the road when using Autopilot or Full Self-Driving, and they are responsible for any mistakes made by the vehicle.

Musk has repeatedly promised that Full Self-Driving would eventually become unsupervised, but every time he shared a timeline, Tesla failed to deliver.

Electrek’s Take

We are talking about 6 weeks – meaning the end of September, which also happens to be the end of the third quarter.

Tesla will release the update just in time to justify recognizing some deferred revenue set aside from selling its Full Self-Driving package.

“Less nag” means nothing. 99% of the value of FSD is in unsupervised operation with responsibility on Tesla. That’s where the value lies, and we are still far from that.

Musk is now talking about FSD having “less nag” by the end of September. And then what? We should expect Tesla to go from that to taking responsibility for the system in customer cars by the end of the year? Please.

The best data available points to Tesla achieving about 400-500 miles between critical disengagements and the last time Tesla introduced a big parameter increase it resulted in roughly a 2x improvement.

At 800-1,000 miles between disengagement, Tesla would still be years away from unsupervised self-driving in customer vehicles.

Look, I have FSD. I’m incentivized for Tesla to deliver here. I want to believe, but to do so, I can only rely on the latest in a long series of unfulfilled promises from a known liar versus actual data pointing the other way.

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Wait times for this Chinese EV are so long that the CEO is telling buyers to consider rivals

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Wait times for this Chinese EV are so long that the CEO is telling buyers to consider rivals

The Xiaomi YU7 offers a longer driving range than the Tesla Model Y, more advanced tech, and it’s cheaper. With wait times for the Chinese EV extending over a year, the company’s CEO told buyers to check out rivals if they need a car quickly.

The Chinese EV buyers are waiting over a year for

After unveiling the YU7 in June, the electric SUV secured about 240,000 orders within 18 hours. According to the China Automotive Technology and Research Center (via Bloomberg), that’s nearly the 265,400 vehicles Tesla sold in China in the first half of the year.

Xiaomi’s first electric vehicle, the SU7, has already had a major impact on Tesla Model 3 sales in China. Now, the YU7 is rolling out, and it’s aimed squarely at the Model Y.

Similar to when Tesla launched the Model 3 in China, buyers are waiting over a year in some cases for their new vehicle. Some early Model 3 customers waited three years in 2016.

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Xiaomi, often referred to as the “Apple of China,” has made an impressive debut in the world’s largest electric vehicle market.

Chinese-EV-wait-times
Xiaomi YU7 models (Source: Xiaomi Auto)

The entry-level “Standard” YU7 starts at 253,500 yuan ($35,300) and offers a driving range of 835 km (519 miles). In comparison, the base Tesla Model Y RWD starts at 263,500 yuan ($36,700) with a CLTC range of 593 km (368 miles).

Xiaomi’s electric SUV is also based on an 800V architecture, enabling it to recharge to 80% in just 13 minutes. The Model Y, based on a 400V architecture, recharges from 20% to 80% in 18 minutes.

Chinese-EV-wait-times
Xiaomi YU7 (Source: Xiaomi Motor)

Long driving range, fast charging, and smart tech

Tailored for Chinese buyers, the YU7 is loaded with advanced tech and smart features, including a 16.1″ central infotainment and a 56″ head-up display (HUD). With the tech giant’s integration services included, drivers can connect over 1,000 Xiaomi smart home devices.

With long-range capabilities, fast charging, and a premium, feature-rich interior, the YU7 is winning over EV buyers in China.

So much so that Xiaomi can’t keep up with demand. According to the Xiaomi app, the wait time for the YU7 is at least 56 to 59 weeks. The long wait times prompted the company’s CEO, Lei Jun, to recommend rivals if they need the vehicle immediately.

“If you need to buy a car quickly, other China-produced new energy vehicles are pretty good,” Lei said in a recent social media post. He recommended the XPeng G7, Li Auto i8, and even the Tesla Model Y.

Chinese-EV-wait-times
(Source: Xiaomi Motor)

The wait times have led to a surge of customer complaints on Chinese platforms. On 12365auto.com, the YU7 was among the top 20 models with 95 complaints, primarily due to long wait times.

According to the Bloomberg report, it hasn’t deterred all buyers. A YU7 buyer from Beijing, who placed his order a day after it launched, initially had a wait time of 26 to 29 weeks on the app. After a month, it was still 24 to 27 weeks.

Although he considered the Tesla Model Y, he didn’t like the look of the new headlight design. “Xiaomi and Tesla each have their advantages, and Tesla’s very capable after being around for so many years,” he added, “But for me personally, I prefer something that looks good.”

Electrek’s Take

Even after ramping production of the refreshed Model Y and offering record discounts across its lineup, Tesla’s deliveries in China fell 11.7% year-over-year in the second quarter to just 128,803.

With Xiaomi ramping up YU7 output, is Tesla in trouble? And it’s not just Xiaomi. Several Chinese EV makers are launching more advanced, longer-range, and more affordable models.

After launching its new flagship SUV under its Onvo sub-brand, NIO’s CEO William Li claimed the L90 was among the top three best-selling large SUVs in China. NIO, Xpeng, Li Auto, and many more are fighting for market share with BYD, which has been dominating the market with low-priced models. BYD is expanding into new segments with luxury SUVs, electric supercars, and super sedans rolling out.

Can Tesla keep up? It might be tough with cheaper, more advanced options now available.

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Mercedes Vision V concept is basically a private jet on wheels

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Mercedes Vision V concept is basically a private jet on wheels

Mercedes gave us a sneak peek of its “Vision V” electric van concept, complete with 65-inch TV screen in its private jet-like interior, ahead of its US unveil at Pebble Beach.

The Vision V concept was unveiled in Shanghai, China back in April, but now it has touched down in the US for the first time and we got a little time to check it out in Los Angeles.

In short, it’s a look at what kind of ultra-luxury experience Mercedes might be able to offer from its upcoming electric van, built on its VAN.EA architecture, which will underpin not just consumer vans but larger commercial vans.

Although, Mercedes repeatedly told us that this is a “grand limousine,” rather than a van.

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And while this is just a concept, it shows an idea of the kind of luxury appointments that might be available in Mercedes’ upcoming VLS – which should hit the road as early as 2026, along with a less luxury-focused VLE.

We’ve seen the VLE driving around in camouflage, but here’s a look at what the model might look like underneath the camouflage. There’s a lot here that won’t make it to production – but Mercedes assured us that the production version would look a lot more like the concept than we might think.

Mercedes Vision V exterior – it’s mighty shiny

Immediately on walking up to this thing, it’s shiny. Not unexpected from a concept car that has been babied and prepped by a whole crew of people, and the chrome doesn’t hurt either.

We were looking at the car the same day that Mercedes unveiled its new GLC EV grille design, so we got flashy grilles from both sides that day. The GLC has a heavily backlit, pixelated grille, while the Vision V has a big chrome face, though also surrounded by LED lights.

It was an extremely bright day out in California, so the lights didn’t really show up all that well in the summer sun, but we could still see them in person.

They surround not just the grille, but the headlight strip, Mercedes logo and even the wheel rims, with hundreds of individual LED elements in total. The lights had a walk-up animation, but could possibly be used for other types of communication (showing charge level on a charging car, for example).

The wheels are also heavily chromed out, though Mercedes assured us that if anything on this van doesn’t make it to production, it’ll be those chrome 24-inch wheels. You can expect something more normal from the final version of the car.

The front quarters have an aerodynamic pass-through to reduce turbulence from the wheel wells, which is a design element that I quite like to see – it’s both different and more efficient. There’s only so much you can do with aerodynamics on a big brick of a vehicle like a van, but Mercedes is giving it a go.

And on the B-pillar in the photo above you can perhaps see a screen – which we couldn’t see very well in the bright sun. The area over the B-pillar is also covered with a chrome finish, so even on the shade-side of the car, we were seeing more of our reflection than we were of the screen underneath.

On the rear end, we see more LEDs surrounding a rear window which is partially obscured by a repeating circular pattern.

You can also see the tiny side mirrors in that photo – these will be more traditional for the production model, due to regulations.

Overall, from the exterior, it doesn’t look that tremendously dissimilar from the camouflaged prototypes we’ve seen. Here’s the first one we saw last October.

Obviously there’s plenty of camouflage here, and it’s been designed in such a way as to obscure the shape of the car.

Mercedes-first-electric-vans-spotted

But knowing what the car looks like, we can see a lot of similarities – the grille shape could be there, the pass-throughs at the wheels seem covered-over, the swooping down rear window behind the C-pillar. The headlights certainly look different, and the overall shape of the body looks different, but the latter could be due to additional obfuscation from Mercedes’ camouflage material.

And finally, on the roof, Mercedes has covered up all that flat space with a 168-cell solar array. The company says the cells are particularly efficient, and that the system can output a total of 539 watts. Over the course of a day, averaged annually, the roof will generate 2.08kWh of energy – or up to 3.44kWh per day in a Madrid summer (which means you’d see even more in even sunnier, lower-latitude Southern California).

At Mercedes’ quoted consumption numbers of 15.5kWh per 100km/62mi, that means ~8 miles of range per day average through the year, or ~3,000 miles total/year. Which could be enough to get the kids back and forth to school, the store, or soccer practice, but beyond that it’s not a whole lot. And only if you’re parked outside – we’re willing to bet a VIP limousine probably wouldn’t spend a lot of time out of garages.

That brings us to the interior, where Mercedes will offer multiple configurations – from an 8-seat people hauler all the way down to a 4-seat “grand limousine.”

Mercedes Vision V interior – like a private jet on wheels

The configuration we saw on the Vision V was the grand limousine concept, with only two rear seats and an entirely-too-fancy interior. The front seats have a large screen, split into three sections, running across the whole width of the vehicle, with two kind of odd-looking supports running towards the windshield and then continued into the design of the hood outside the window.

But the front seat is not the main attraction here. This is a “grand limousine,” and you’re meant to be chauffeured around in it, not drive yourself around.

Heading to the back, the side door opens automatically, with a retractable running board. It reveals two rear seats with extensive legroom and luxury appointments around them. Our tour focused on the back seat, rather than the front – which can recline or lay flat, though we didn’t get a chance to test this.

On the interior, everything is covered in white Nappa leather, to the point where I felt obliged to take my shoes off before entering. The seats are very cool looking and felt comfortable for the minutes we sat in them, though those will definitely change for production due to crash safety standards.

Sitting in the rear, you really feel like you’re in your own private pod. All the glass around the vehicle is tinted, and there is glass separating the driver and passengers. That transitional glass can be made opaque for full privacy from the driver.

Rear seat comfort is the entire focus of this particular vehicle, with a lounge-like area surrounded by 42 Dolby Atmos speakers, ambient lights and 7 projectors to create a “360 degree experience” in addition to the 65-inch flatscreen TV which rises up from inside the floor of the vehicle.

The projectors supplement the flat screen, extending the screen beyond the borders of the TV. This creates the “digital experience” with “seven worlds of experience” for entertainment, relaxation, work, gaming, shopping, discovery, and karaoke.

Mercedes gave us a short demo of some of the car’s different modes, though you’ll have to trust us about the Atmos surround sound which doesn’t particularly translate into a phone’s microphone:

We didn’t get a chance to try one of the modes, “discovery,” which apparently projects the surroundings of the vehicle onto the TV and the interior windows, showing you your actual surroundings inside the car.

We think this is perhaps an overengineered solution to a problem that was already solved by… windows. They even render surroundings in stereoscopic 3D, and you can run them all day long without using any of your car’s battery power.

In addition to the large screen for movies, games, and even for meetings (there’s a camera above the screen for videoconferencing), there is some analog entertainment available. Between the rear seats, a table folds out which can be used as a chessboard, with a full chess set available in a cupboard on the wall. And there’s another cupboard with a drink set, so you can transport yourself to a different world in the traditional way.

Mercedes points out that among the sort of extremely high-end customers who might take a private jet or a helicopter for short regional trips, the back seat experience of the Vision V can offer a similar or superior experience, without having to deal with airports, fuel, emissions and so on.

What we know about other specs

Mercedes said the van would have a range of 500km by WLTP metrics – that translates to 310 miles, but once you take into account EPA mileage standard which are less lenient than WLTP, we’re guessing it would end up somewhere in the 250-270 mile range. The company recently drove 1,090km (677mi) from Stuttgart to Rome and only stopped for two 15-minute charges, which is similarly easy as the experience I’ve had on electric roadtrips.

Other than that, we got light details on anything powertrain-related. We heard about single and dual motor options, a 22kW onboard AC charger, and rear axle steering.

But, it’s a concept car. We’ll hear more about specs when the production-ready VLE and VLS get introduced next year. In keeping with Mercedes’ naming strategy, you can expect the VLE to be more family-focused, and the VLS to be more VIP-focused, though we imagine there will be different seat options available for each model (but the true VIP experience will probably only be on the VLS).

Mercedes also said it would offer combustion versions of the car, but we at Electrek don’t have any interest in that and frankly think it shouldn’t exist given that the world is burning. Besides, if people are looking for an ultra-VIP experience, why would you want a rumbling noisy engine and the need to stop for gas, when instead you could just charge the car at home and not have to deal with the hoi polloi?

Mercedes will be showing off its Vision V concept around the US in the coming weeks, starting at Monterey Car Week this week, then touring additional parts of the nation.

Electrek’s Take

People know that Americans barely buy minivans anymore, but in an even larger market for cars (and particularly for EVs), China, vans are hot and are thought of as desirable, luxury vehicles. So what is an automaker to do?

Well, it seems like the new trend is to just… call them something else and bring them here. While Mercedes does refer to this as its “VAN.EA” architecture, elsewhere it has called this concept an MPV or a grand limousine, but never the word “minivan.”

And I refer to vans as a “trend,” because it feels like there are a number of companies trying to do something similar right now – to the point where electric vans may be a new mini-trend in cars coming to market in the next few years, much like giant 3-row land yachts has been the trend of the last couple years (sigh).

Currently, the only electric consumer van in the US is the ID.Buzz, VW’s quirky (but we wish it was more quirky) resurrection of the classic VW van.

But in terms of upcoming vehicles, we’ve seen the Kia PV5 testing in the US, though haven’t heard anything about availability yet. We’ve also seen the Faraday Future FX Super One, which is a relatively transparent attempt to just bring a Chinese minivan into the US. And now, the Mercedes Vision V as well.

The similarities between Mercedes’ strategy and Faraday’s are quite interesting, too. Someone was copying someone’s notes – or, more realistically, both were copying the Chinese market’s notes, where private coachmakers are already outfitting minivans with super-luxe backseats.

And that’s the interesting question here: whether automakers will be able to convince Americans that minivans are cool. They’d certainly like to, because it means they could offer models that are popular in China to other regions around the globe. And an ultra-luxe vehicle like this would certainly offer some tasty margins.

But I think it’s going to be a tough road. Americans seem pretty solidly infected with the SUV virus – and it was introduced by the auto companies themselves, which continually refuse to offer or advertise any smaller models and have convinced us all that SUVs and trucks are the only two choices available for transportation.

This van isn’t going to fix our size problem, but it could still offer a crack in the foundation, letting Americans see that there are indeed other vehicle types available in the world, and that maybe we should get mad that we’re being denied the cool stuff the rest of the world is getting due to tariffs.

Those tariffs are only protecting an industry that stubbornly refuses to improve itself, and is going to continue to fall behind if it takes this opportunity to sit on its hands. Maybe a few foreign sensibilities could shake a little sense into us – even if they’re in the form of a big, ultra-luxe van rather than the affordable smaller vehicles I think we really need (here in the world’s largest all-time emitter).

As for the production versions, the VLE and the VLS, we’ll have to wait to see how they turn out.

The VLS won’t have to sell in large numbers, given the group it’s aiming at, and it could certainly offer a lot of benefits compared to the competition – but even the wealthy in America tend not to have personal drivers, at least not as often as wealthier Chinese consumers do, which further limits the market here.

The VLE, however, should be more interesting, as it might actually hit a segment where it could have meaningful sales. At least, if they’re able to convince Americans to buy minivans again. Wait and see.


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