Ride the Lightning: Tesla and EV Podcast Episode 538: Tesla's AI5 Chip Delayed
12 snips
Nov 23, 2025 Tesla's AI5 chip faces a production delay until mid-2027, raising questions for buyers and the Cybercab's launch. Meanwhile, Tesla sparks a legal battle against North Dakota's direct-sales ban. Porsche reveals an impressive new Cayenne EV, showcasing speed and charging capabilities. The podcast also touches on Mazda's upcoming EV plans, while listeners share their thoughts on Apple CarPlay's benefits. With insights into Tesla's shifting supply chain away from Chinese parts, this conversation drives the future of electric vehicles forward.
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RoboTaxi App Now Public In Limited Cities
- The Tesla RoboTaxi app is publicly downloadable but only functions in Austin and the San Francisco Bay Area so far.
- Phoenix just approved the service, so rides there may begin soon.
Tesla Diner Changes And Layout Observations
- Ryan recounts the Tesla Diner's executive chef exit and hints the diner will move to a full-service model.
- He describes the diner's layout and imagines servers delivering quick diner-style food to seated customers.
AI5 Production Delayed To Mid‑2027
- Tesla's AI5 chip volume production is delayed to mid-2027, pushing major hardware transition back about six months.
- This delay likely keeps AI4 as the primary FSD development platform for longer and affects timelines for buyers expecting AI5.