Elon Musk1:52
Well, let me start off first by thanking everyone at Tesla for your incredible hard work. The Tesla team is an incredible team. Great human beings. Some of the finest people in the world work at Tesla, designing and manufacturing our incredible products. So, my thanks to you for everything you're doing. Well done. So, we're going to go through a list of the incredible achievements of the Tesla team. We've now produced over 7 million vehicles. In our first year of production, we produced just over 20 vehicles. And I thought, maybe we might one day be able to do 10 or 20 a week instead of 10 or 20 a year. And the way things are tracking right now, we will actually have made over 10 million vehicles next year. That's a lot of cars, man. That's a lot of cars.
It's incredibly difficult to design, to build, to manage the supply chain with thousands of suppliers, make sure everything arrives, you've got tens of thousands of parts, make sure everything works, then build the car, service the car. The car business is a tough business. And there are times when there are rocky moments, like a little bit of stormy weather. But what I'm here to tell you is that the future is incredibly bright and exciting, and we're going to do things that no one I think has even dreamed of. We've said we're going to do it, but I think until we actually do it, people won't believe just how incredible it is. So I'm going to go through all of the things that we're accomplishing here. So once again, thank you very much.
It's worth noting that Tesla remains the company of choice for people to work for. We get millions of applications per year for a very small number of spots. And we continue to be the leading organization, along with SpaceX, for engineering talent in the world. And also for manufacturing talent. It's an awesome place to work, basically. Because of our growth, there's a lot of opportunity for upward mobility. And I'm going to talk you through how I see the future unfolding and why I think it is going to be incredible. First of all, as always, we care a lot about safety. The safety of our cars and the safety of people within the factory. Our work-related injuries have declined over time. So thank you for helping make that happen. That's a collaborative effort. Congratulations to the safety team on continuing to improve workplace safety.
One of the things that may seem like, how do you pull it all together, is where does AI and robots fit in this sustainable energy picture? Is that just some weird side project? But what we're really aiming for here is, maybe a better way to think of it rather than sustainable energy, is sustainable abundance for all. So if you think about what's the most exciting future that you could possibly imagine, what does that future look like? It's worth thinking about. Just imagine a future. What does that amazing future look like? How about a future where you can have any good or service you want at will? A future of abundance for all, where really anyone can have anything. It sounds impossible. It sounds like surely such a thing cannot be the case. But I'm here to tell you that that will indeed be the case. That the future we're headed for is one where you can literally just have anything you want. If there's a good or service you want, you'll be able to have it, and ultimately everyone in the world will be able to have anything they want.
What's key to that is robotics and AI. So once you have self-driving cars and you have autonomous humanoid robots where everyone can have their own personal C3PO and R2-D2, but even better than that, that's Optimus. You can imagine your own personal robot buddy that is a great friend but also takes care of your house. We'll clean your house. We'll mow the lawn. We'll walk the dog. We'll teach your kids. We'll babysit. And we'll also enable the production of goods and services basically with no limit. And when you combine that with sustainable energy from the sun and batteries, we can at the same time also maintain a great environment. So that I think is the future that we want. A future where nobody's in need. You can have what you want, and we still have nature. We still have the beautiful parts of nature that we like. I think that's probably the best future. I can't — what other future would you want? I think that's the cool future. And also space travel. Let's not forget that. If you can have basically anything you want and travel to space and go to Mars, that's about as good as it gets. So that's really what we're trying to do — take the set of actions most likely to lead to a great future for all. That's what I mean by sustainable abundance.
The combination of things that we're making with Optimus and AI compute will achieve an age of abundance for all. It's going to be pretty great. And Model Y became the bestselling vehicle in the world. FYI, we do make the best — we actually literally make the bestselling car on Earth of any kind. For two years in a row. And it's going to be the bestselling car on Earth again this year. The Cybertruck became the bestselling electric vehicle pickup instantly because it's awesome. And Tesla was the bestselling electric vehicle in Europe. The fastest growing brand in South Korea, and we launched in a lot of new markets including Qatar, Lithuania, Chile, and the Philippines. Teslas will be available worldwide.
Overall, it's good. If you read the news, it feels like Armageddon. I can't walk past the TV without seeing a Tesla on fire. What's going on? Some people — listen, I understand if you don't want to buy our product, but you don't have to burn it down. That's a bit unreasonable. This is psycho. Stop being psycho. So, and we launched the new Model Y. Congrats to the team on that.
That's obviously very tough because we've got factories all across the world and we've got to change over a global supply chain on basically three supply chains on three continents. And I think you did an amazing job of switching over the world's bestselling car globally in a very short period of time. Well done, guys. And let's not forget also we upgraded the Model 3 last year. I would encourage people to also buy the Model 3. It's a great car actually. The Cybertruck has achieved five-star safety. These days, sometimes things get a little dangerous in the neighborhood and the Cybertruck, being bulletproof and all, can come in handy. But apart from being bulletproof, it's also very safe in a crash.
We're also building the Tesla Semi. This is a vehicle that some people said was impossible to build. That it defied physics. Well, not only does it not defy physics, we're going to be making a lot of them. I think ultimately we'll make over a million, millions probably, of the Tesla Semi. This is really going to be something you'll see all over the place, and it'll also be autonomous or have the ability to go autonomous down the road. Autonomy is a massive, massive thing. The future is autonomous.
I always sort of think like what will the future look like in five years or 10 years, 20 years. Five years from now, autonomous cars are going to be everywhere. Primarily going to be Teslas by the way, but autonomous Teslas will be everywhere. And I think in five years probably we'll have regulatory approval globally. So you'll have autonomous Teslas on every continent taking people on trips. And almost the entire fleet, which will pass 10 million vehicles next year, is capable of full autonomy. So even without the Cybercab, we still actually have a gigantic fleet that is capable of being autonomous. And the thing about being an autonomous car is that it can be used much more than a car that is not autonomous. A typical passenger vehicle will be used about 10 hours a week. But there are 168 hours in a week. So if you have a robot car that can drive autonomously, it can now be used potentially for 80, maybe 100 hours a week. So you could have a car that has 10 times the usefulness of a non-autonomous car, but it still costs the same.
In fact, the fleets are already built. So the software update just enables that capability overnight. You have an increase in usefulness of 10 million cars that suddenly become like 50 million cars or maybe 80 or 100 million cars of usefulness overnight. That's a profound thing. Nothing like that has ever happened before. There's no analogy. Nothing — there's never been something where a software update increased the value of a gigantic asset base by a factor of like 500 to 1,000%. So it's very difficult for people in the stock market, especially those that look in the rearview mirror, which is most people, to imagine a future where suddenly a 10 million vehicle fleet has five to 10 times the usefulness. It's so profound and there's no comparison with anything in the past that they just can't — it does not compute. But it will compute in the future. And some people like Cathie Wood at Ark Invest do see the future. So what I'm saying is hang on to your stock.
I want to give a shout-out to service. Service is a tough job, an important job. And it's actually what sells cars long term. The initial car is sold with sales, but all future cars are sold with service. I always encourage our service team — let's try to give people a service experience that they love. Not really that they like, but that they love. Because people will talk about something that they love that was an amazing experience, but they don't talk that much about things that they like. You have to really do something amazing. And then they'll talk about it and be like, 'Wow, that's incredible.' So thank you to the service team for the great job you do.
You can see sort of the light map of superchargers. You can go practically anywhere in the US, Mexico, Europe, China — most of the places where people live. Our supercharge network continues to grow significantly. And we keep upgrading our superchargers. I still run into a lot of people who don't realize that you can drive your Tesla on a road trip anywhere in America or Europe or China just using the Tesla supercharger network, and it's actually easy and convenient. People think that whatever the range of the car is, that's as far as they can go. It's like no, you can just stop at a supercharge station. The car's battery will last longer than your bladder. I'm pretty confident. So that's really the threshold. As long as the car battery lasts longer than your bladder and you just plug it in when you go to the restroom and you come back and grab a coffee and you're back on the road, then that's the range that matters and the supercharging speed that matters. Congrats to the supercharger team on expanding the network and doing great work there.
The Megapack and Powerwall team are really knocking it out of the park. The demand for stationary battery storage is gigantic. And I think that is actually only going to increase dramatically over time. We've got the Shanghai Megafactory that got started in record time in February. Congrats to the Shanghai factory team. The Powerwall 3 — it usually takes about three major technology iterations for the product to be great. And the Powerwall 3 really is a fantastic home energy product. If you want to ensure that your home has uninterrupted power during a power outage, the Powerwall 3 is the way to go. And if you combine that with solar, you can basically be off-grid, which is pretty cool. But I think just having energy assurance such that if the utility goes down, you don't even notice — the lights are on in your house, and your neighbors will come to you for help. That's actually what happens when somebody has a Tesla Powerwall and there's a power outage. So that's a great product.
Then Megapack, especially at the utility scale — the opportunity there is gigantic because it enables a utility grid to dramatically increase the output of electricity. Because you can generate electricity at night and then the Megapack can provide that electricity during the day, because normal electricity demand is very uneven. There's a lot of electricity usage during the day but limited at night. So Megapack actually has the potential to increase the output of an existing electricity grid by more than double. Without building additional power plants, you can double the total output of energy in a year. So it's quite a profound thing. Megapack is also really good at stabilizing the grid. If there are variations in power in the grid, the Megapack can absorb a big power spike and store the power, and then if there's a drop in power, it can fill in the gap. Megapack is excellent for stabilizing the grid. And obviously it matches very well with wind and solar. In fact, satellites are just solar panels and a battery. That's how all satellites work. With the Starlink satellite network, there's 7,000 satellites orbiting the Earth, and all they use is solar panels and a battery. My prediction is long-term, a majority of power on Earth, eventually it might be like 90% or more of all power on Earth will be solar panels with batteries. That's my prediction. My predictions have a pretty good track record.
The Powerwalls can also act as a virtual grid. If you have thousands of Powerwalls in a neighborhood, they can actually work in concert to stabilize the grid. The V4 Supercharger is pretty cool. It enables charging at 500 kilowatts, and the Semi can charge at 1.2 megawatts. It's smaller and lighter. It's a big improvement overall. And we're rolling this out worldwide. It will increase charging speeds and just enable you to get your car charged really fast.
With regard to cell manufacturing, we think we're making the most efficient cell in the world, meaning the lowest cost per kilowatt-hour cell. There are entire companies that all they do is make lithium-ion battery cells. And for us, that's one of many things that we do. So congratulations to the cell team on making the best cell.
That's a really big deal. And then we're also investing in the whole battery supply chain. We have cathode production, we have lithium refining, and more. Hopefully we're hoping someone else will do the anode. We might have to do the anode. I hope someone else does it. Why do we have to do all these things? A lot of people think we do these things because we want to, but really it's often just because we didn't have any choice. Nobody else was doing it, so we had to do it.
A lot of manufacturing milestones. In Berlin we produced 660,000 drive units. Fremont, we built our first Optimus at the Optimus production line in Fremont. We're preparing for Cybercab production here at Gigafactory Austin. And Gigafactory Shanghai created its 3 millionth car. We've produced 160,000 NACS adapters at Gigafactory New York and we've got record battery pack production at Gigafactory Nevada. So congrats to everyone.
We also just — behind us on the south side of the building, we have what we call Cortex One. It's like basically a giant brain, a computer brain that is used for AI training. We take the vast amount of video that we get from all the cars in the fleet and we use that to train the artificial intelligence to be able to drive the car. This is one of the most powerful training systems in the world, with over 50,000 GPUs active and soon to be 100,000 GPUs, which will make it probably top five in the world in training centers.
We're also making continuing progress on our Dojo training supercomputer. We've got Dojo One active now in Gigafactory New York and in Palo Alto. And it is actively working. It's taking load — it's doing a meaningful percentage, well I guess 5% or whatever, but it's still something — maybe approaching 10% of the training load of the self-driving AI is being done by Dojo. And then we've got Dojo 2 coming down the line that'll be probably 10 times better than Dojo One. It's exciting. We're making good progress with Dojo. I'm increasingly optimistic about the future of Dojo. We've got a real shot here at a breakthrough. So congrats to the Dojo team.
All Tesla vehicles have now had what we call Autopilot Hardware 4, or really our AI4 hardware. It's a very powerful AI inference computer that also operates at very low power. Even to this day, even though this is something we designed several years ago, there actually isn't anything on the market that we can buy that is better than AI4. And obviously in future years we'll have AI5 and AI6. Sometimes people say, should I wait? I'm like, we're always going to have another version, so there's no point in waiting. But we obviously will have an AI5 and an AI6 and an AI7 and we'll keep improving the AI compute. So for those out there that are interested in developing advanced chips, come work at Tesla.
It is always profound to watch our cars driving with no one in them. And we actually have the cars doing useful work for the first time with no one in them, which I think is really a significant milestone. The cars are driving from end of line in Fremont to park themselves. And I think we've just started doing that here in Austin. The car literally goes from end of line in Fremont to its destination parking spot where it gets picked up by a truck for delivery to a customer, with no one in it. And it's just a matter-of-fact thing.
For anyone that's using it, you can see the dramatic improvements in full self-driving where it's getting to the point where interventions are extremely rare and eventually it'll get to the point where there really is no need to intervene — the car is going to be better than human. It's worth emphasizing that Tesla full self-driving will not just be equal to humans in safety. It will be ultimately 10 times safer than a human because it never gets tired. It doesn't get wasted. Humans get tired and sometimes get wasted. We have arguments or change the radio or text. I know no one in this audience would ever text while driving, that would be crazy. But it does happen. The reality is Tesla full self-driving will be vastly safer than humans. Not just equivalent, it will be actually vastly safer. And it means you can do whatever you want while driving. Even if you don't rent your car out for usage, it frees up your time. If you're driving 10 to 12 hours a week or more, it gives you back 10 to 12 hours of your life, which is extremely cool.
Optimus sure has come a long way. The new Optimus 22-degree-of-freedom hand and forearm is now in production. And it's learning to walk and catch balls. It's pretty cool. Look, that's where we came from. It's wild. In a very short period of time, Optimus has gone from being an idea to the most sophisticated humanoid robot on Earth. There's nothing even close to the level of sophistication of Optimus. And Tesla has some important missing ingredients that others don't have, which is our robot has a real brain. It's like Wizard of Oz, Tin Man — was that a heart or a brain? One of the two. It's got the real-world AI. Tesla's the leader in real-world AI. What we learned in the car, we translate to the Optimus robot. And we also take our expertise in electric motors, batteries, power electronics, structural design. And then another major important thing is that we're very good at manufacturing.
In order for robots to be useful, they have to be intelligent, they have to be able to do useful things just by asking, and you have to be able to make a large number of them at an affordable price. This is what we can do. We're the only company with all the ingredients for making intelligent humanoid robots at scale. This is a super big deal. My prediction is that Optimus will be the biggest product of all time by far. Nothing will even be close. It'll be 10 times bigger than the next biggest product ever made.