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During the discussion, concerns were raised about Tesla's AI and compute capabilities for both the Robotaxi and Optimus ventures. Historically, the company has shared growth plans in this area, including projections for scaling compute clusters. However, this time they chose not to present detailed charts and goals around compute expansion.
Despite the lack of specific data, experts like Hans emphasized confidence in Tesla's efforts. They noted that while current capacities might not meet all of the burgeoning demands, Tesla's continuous improvements in AI capability and infrastructure investments reduce worries about immediate constraints.