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Dillon Loomis

@DillonLoomis2248,253 subscribers

Was making custom Tesla merch in 2012 $TSLA

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To everyone wondering if Tesla's FSD moat has eroded thanks to Nvidia's keynote - here's the answer: Think of Nvidia as a seller of a toolkit. You can buy pieces built specifically for a job but once you have the tools you still have to build the entire project. In this case...a model Many seem to be in awe over Nvidia's Cosmos which is a platform that includes World Foundation Models that can generate synthetic data for training AI systems like autonomous vehicles I'll go into much more depth in today's episode but here's a clip of Ashok Elluswamy at CVPR '23 explaining how Tesla is already using a similar approach to augment its real world data set This also doesn't even consider the fact that much of the auto industry using Nvidia "tools" will be forced to pay 50%+ margins just to buy the toolkit and will be locked in to Nvidia's system Nor does this touch on legacy auto needing to hire top ML engineering talent to actually put these tools to work The path to autonomy will be real world data as the foundation and simulations/synthetic data as a supplement. There is no path to autonomy with synthetic data alone. More to come later $TSLA As Elon said earlier this year, "it's remarkable how quickly we run out of human-created data. Reality itself and synthetic data ftw" "What you are seeing here is purely generated video sequences - given the past videos the network predicts some sample from the future, hopefully the most likely sample. It is being predicted not just for one camera, but it predicts for all 8 cameras around the car jointly" - Ashok

Dillon Loomis

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