Tesla Just Made Every Car Smarter

Brighter with Herbert
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About this episode Tesla has deployed the Summer Update featuring Grok Voice Control (Think Fast 2.0) and FSD v14.3.8, marking a … AI summary

Tesla has deployed the Summer Update featuring Grok Voice Control (Think Fast 2.0) and FSD v14.3.8, marking a shift toward voice-activated vehicle control and improved AI compiler performance. Concurrently, Tesla raised Cybertruck prices by up to 7% due to supply constraints, while officially denying rumors of an FSD rollout delay in China. The discussion also covers the upcoming September 24th Tesla Semi inauguration in Nevada and the continued expansion of the Boring Company's Vegas Loop infrastructure.

Key takeaways 7
  • Grok Voice Control is powered by 'Think Fast 2.0', which ranks #1 on the Artificial Analysis speech-to-ech index (79%), outperforming GPT, Gemini, and Quinn in reasoning over speech and task resolution.
  • FSD v14.3.8 includes a ground-up rewrite of the AI compiler, resulting in 20% faster reaction times and improved handling of emergency vehicles and school buses.
  • Tesla has hired AI safety operators in 36 cities to support FSD operations, with Europe's fleet having already driven 100 million kilometers on FSD Supervised.
  • Cybertruck prices increased by up to 7% (Dual Motor now $74,990, Premium now $84,000), a move attributed to supply chain issues and the need to manage demand rather than a strategic price hike.
  • Tesla China officially denied rumors that their FSD data center in Shanghai was vacated, stating recruitment for driver assistance positions is accelerating and the program is progressing steadily.
  • The Boring Company's Vegas Loop has been approved for 19 additional stations, bringing the total entitled stations to 123, though only about 11 miles have been dug so far out of a planned 126.
  • The Tesla Semi inauguration event is scheduled for September 24th at the new Nevada factory, with expectations of significant updates on volume production timing and efficiency ratings for the Atlas (2nd gen) semi.
Notable quotes 5 AI-generated: wording and quote attribution may be wrong. Use the play link to verify.
  • “Grok Voice Think Fast 2.0... just hit number one on the speech-to-ech index at 79%. This one gets better every month.”
    Host highlighting the superior performance of Tesla's new voice model compared to competitors.
  • “The real problem is they've got all this training data for driving but no training data for the last five feet for pickup and drop off for robo taxi for where you park.”
    ▶ 9:59 Brian White explaining why automatic navigation and precise parking features are difficult to implement despite overall FSD progress.
  • “If you don't have as much supply, you raise the prices to reduce the demand so you don't piss off a lot of people.”
    ▶ 18:06 Brian White's analysis on why Tesla raised Cybertruck prices despite previous intentions to lower them.
  • “Check of Tesla's US official website revealed that China remains on the list of regions where the FSD Supervised version is available... Tesla China says that the Shanghai data center is operating normally.”
    ▶ 14:41 Evidence cited by the host to debunk rumors of an FSD pullout in China.
  • “The unbox process cuts down on the square footage requirement so substantial... I think they could find room for [the Robo Van] inside Giga Texas.”
    ▶ 21:28 Brian White discussing manufacturing efficiency at Giga Texas and potential space for future vehicle lines like the Robo Van.

Chapters & Sections (13)

0:00 Grok Voice Control and FSD Updates chapter 2
2:45 Grok Voice Command Demonstration
4:15 Grok Voice Control and Car Interaction
7:08 Tesla Summer Update Features and FSD Progress chapter 2
8:52 Navigation Preferences and Parking Automation
10:32 Tesla Update Features and FSD Milestones
13:02 Tesla FSD Europe China Rumors and Cybertruck Price Hikes chapter 2
15:20 Tesla China Manufacturing Standards and Rumor Control
16:53 Cybertruck Price Hikes and Supply Issues
20:15 Cybertruck Future, Boring Company, Tesla Semi chapter 3
22:27 Cybertruck Design and Vegas Loop Expansion
24:24 Boring Company Update and Tesla Semi Rollout
26:10 Tesla Semi Factory Event Analysis

Transcript

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