Limitless Podcast Elon's New Chip Could Actually Dethrone Nvidia (Tesla AI5)
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Sep 16, 2025 Get ready to dive into Tesla's revolutionary AI5 chip, claimed to be 40 times more powerful than the last, set to transform Robotaxis and Optimus robots. The conversation takes a thrilling turn with the introduction of the Megablock energy system, aiming to tap into 50% of unused energy and reshape the energy sector. Insights on how Tesla plans to rival giants like NVIDIA with in-house production unfold, alongside discussions about enhancing grid efficiency and supporting electric vehicles. Join in as we explore a future fueled by these groundbreaking innovations!
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Vertical Integration Like Apple's M-Series
- Tesla merged its Dojo and vehicle chip teams to vertically integrate AI hardware and software into a single stack.
- AI5 aims to be a universal, highly efficient inference chip for cars and robots, like Apple's M-series for robotics.
Efficiency Over Mere Model Size
- AI5 is claimed to handle models up to ~250 billion parameters with much higher power efficiency per watt.
- Tesla plans mass production with TSMC and emphasizes efficiency over raw parameter count for on-device inference.
Tesla Chips May Be Kept In-House
- Tesla will likely keep AI5 chips for its own products to preserve a competitive advantage rather than sell them widely.
- Losing NVIDIA orders from Tesla may not translate to wider market share loss for NVIDIA.