The Limiting Factor
@LimitingThe · Jan 18, 2026
This is the clearest 'convergence' roadmap Elon has provided thus far for Tesla's AI chips.
I'll try to provide more color here with my own thoughts/speculation/interpretation:
1) AI4 will provide self-driving safety beyond human levels.
In either AI4 or AI5 there will also
Elon Musk@elonmusk· Jan 18, 2026@imPenny2x AI4 by itself will achieve self-driving safety levels very far above human.
AI5 will make the cars almost perfect and greatly enhance Optimus.
AI6 will be for Optimus and data centers.
AI7/Dojo3 will be space-based AI compute.
Elon Musk
@elonmusk
Pretty much
05:36 AM · January 19, 2026 · 77.7K views
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