Before the superintelligence era, Tesla’s iterating and scaling of its own inference computers for each car sold was, in retrospect, unprecedented.
The current compute shortage is only the tip of the iceberg. When autonomy becomes indispensable, the real shortage will follow.
In the new Tesla 2026 Summer Update, Grok can now adjust settings on your control panel, as well as guide you through other settings and play music. The ambient lighting will pulse white when Grok is in use.
This is the PERFECT system for teaching new Tesla owners about their vehicle. It will automatically switch to the page and highlight where the settings are, and even explain them in detail if you want.
Tesla says they use the newest Grok Think Fast 2.0, which is ranked #1 on the Artificial Analysis Speech-to-Speech Index.
I’m really excited to see Grok integrate even further in future updates!
Some of the things I say are speculative or aspirational and some are not.
What is not speculative is that the V3 satellites that will be launched on Starship are an order of magnitude more capable than the V2 satellites currently launched on Falcon.
Or that an order of magnitude more V3 and beyond Starlink satellites, plus V2 and beyond direct-to-cell satellites, will be launched.
That means >100X the bandwidth of the Starlink V2 system, which will reach $20B ARR this year. Even if revenue per gigabit drops by 10X, that still means SpaceX communications revenue will exceed $200B/year!