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Elon Musk: Tesla’s Mega Pods Could Transform AI Computing Everywhere We're also building out a mega pod design that has — because, for computers with x86, it's a very x86 computer with the Tesla AI computer. You know, it's got this visual Optimus in a box, a mega pod... kind of like the Megapack packaging. So, we put a large number of four-plus x86 combos into a giant box, essentially. And these boxes can be placed anywhere in the country or outside the country. This allows us to scale AI compute using disaggregated electricity production. Again, there are lots of places all around the world, including Superchargers. I think we get something like seven gigawatts of power at our Superchargers. And we can place mega pods at many of these Superchargers and have distributed power for AI. So, I think that could be quite a big deal.show more

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Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”

Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”

X Freeze

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ELON MUSK: "We see a path to putting 100 gigawatts per year of solar-powered AI satellite into orbit. And having this be actually the lowest cost way to power and operate AI at a very large scale For reference, the United States consumes roughly 460 gigawatts on average per year. Because the average power load in the US is 460 gigawatts"

ELON MUSK: "We see a path to putting 100 gigawatts per year of solar-powered AI satellite into orbit. And having this be actually the lowest cost way to power and operate AI at a very large scale For reference, the United States consumes roughly 460 gigawatts on average per year. Because the average power load in the US is 460 gigawatts"

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Ilya Sutskever explains why AI will do 100% the work that human can do within few years. "Slowly but surely, or maybe not so slowly, AI will keep getting better. The day will come when AI will do all of our, all the things that we can do, not just some of them, but all of them. Anything which I can learn, anything which any one of you can learn, the AI could do as well. How do we know this, by the way? How can I be so sure? How can I be so sure of that? The reason is that all of us have a brain, and the brain is a biological computer. That's why we have a brain; the brain is a biological computer. So why can't the digital computer, a digital brain, do the same things? This is the one-sentence summary for why AI will be able to do all those things: because we have a brain, and the brain is a biological computer." --- Full Video on 'University of Toronto' YT Channel (link in comment)

Ilya Sutskever explains why AI will do 100% the work that human can do within few years. "Slowly but surely, or maybe not so slowly, AI will keep getting better. The day will come when AI will do all of our, all the things that we can do, not just some of them, but all of them. Anything which I can learn, anything which any one of you can learn, the AI could do as well. How do we know this, by the way? How can I be so sure? How can I be so sure of that? The reason is that all of us have a brain, and the brain is a biological computer. That's why we have a brain; the brain is a biological computer. So why can't the digital computer, a digital brain, do the same things? This is the one-sentence summary for why AI will be able to do all those things: because we have a brain, and the brain is a biological computer." --- Full Video on 'University of Toronto' YT Channel (link in comment)

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Elon Musk: In the future, every country will have its own AI clusters. “It's currently very difficult to actually build an AI cluster and have it run. It's not like just pulling a computer out of a box. They are currently very difficult to run. And are you going to be training a frontier model? Because if you're training a frontier model, then you need a massive amount of compute and a level of technical skill that only a few companies possess. But, over time, I think every country will have AI compute clusters. It's just going to be a normal thing.” Future Investment Initiative, October 29, 2024

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🚨 Elon Musk on Grok: "Grok is getting very good. You can ask for complex analysis of things, and it's going to get the answer right almost always. You know, speaking of AI, it's very important that that AI be programmed with good values, especially truth seeking values. This is, I think, essential for AI safety. Like the most important thing we do for AI safety is to have a maximally true seeking AI. I can't emphasize this enough. Remember these words, we must have a maximally true seeking AI, and if we don't, it'll be very dangerous."

🚨 Elon Musk on Grok: "Grok is getting very good. You can ask for complex analysis of things, and it's going to get the answer right almost always. You know, speaking of AI, it's very important that that AI be programmed with good values, especially truth seeking values. This is, I think, essential for AI safety. Like the most important thing we do for AI safety is to have a maximally true seeking AI. I can't emphasize this enough. Remember these words, we must have a maximally true seeking AI, and if we don't, it'll be very dangerous."

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ELON: WE SEE A PATH TO 100 GIGAWATTS OF SOLAR AI SATELLITES IN ORBIT "We see a path to putting a hundred gigawatts per year of solar powered AI satellites into orbit, and having this be actually the lowest cost way to power and operate AI at a very large scale.” Source: Baron Capital

ELON: WE SEE A PATH TO 100 GIGAWATTS OF SOLAR AI SATELLITES IN ORBIT "We see a path to putting a hundred gigawatts per year of solar powered AI satellites into orbit, and having this be actually the lowest cost way to power and operate AI at a very large scale.” Source: Baron Capital

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Elon Musk on local AI in Tesla Optimus: “Well, we think we can put a lot of intelligence locally in the robot and it certainly needs to be enough intelligence that if the robot gets disconnected, like if it's a bad cellular signal or there isn't Wi-Fi, you know, Optimus can't just get stuck. It needs to have enough local intelligence that it can still do useful things, even if it loses the connection, kind of like the car. The car does not need any cellular or Wi-Fi connection to be able to drive safely. Now, I guess you can think of like Optimus needs kind of a manager to tell it what to do, broadly speaking, like if otherwise it's going to keep doing the same thing it did before. so you know i think you need kind of a an orchestration ai which uh you know grok would be good for orchestration um and and then for you know for optimist's voice you know having um a low latency intelligent voice ai grok is actually very good for that so if you when I talk to Optimus and have kind of a you know, a Grok level conversation you kind of need to connect to a Grok level AI for that. But I would expect the amount of interaction apart from like the voice stuff and asking complicated questions of the robot that necessarily needs a large AI model to answer the Gronk would probably have about as much interaction with Optimus as a manager would have with the people on their team. “

Elon Musk on local AI in Tesla Optimus: “Well, we think we can put a lot of intelligence locally in the robot and it certainly needs to be enough intelligence that if the robot gets disconnected, like if it's a bad cellular signal or there isn't Wi-Fi, you know, Optimus can't just get stuck. It needs to have enough local intelligence that it can still do useful things, even if it loses the connection, kind of like the car. The car does not need any cellular or Wi-Fi connection to be able to drive safely. Now, I guess you can think of like Optimus needs kind of a manager to tell it what to do, broadly speaking, like if otherwise it's going to keep doing the same thing it did before. so you know i think you need kind of a an orchestration ai which uh you know grok would be good for orchestration um and and then for you know for optimist's voice you know having um a low latency intelligent voice ai grok is actually very good for that so if you when I talk to Optimus and have kind of a you know, a Grok level conversation you kind of need to connect to a Grok level AI for that. But I would expect the amount of interaction apart from like the voice stuff and asking complicated questions of the robot that necessarily needs a large AI model to answer the Gronk would probably have about as much interaction with Optimus as a manager would have with the people on their team. “

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ELON MUSK: We believe the AI5 chip will be roughly comparable performance to an NVIDIA Blackwell, and at much less than 10% of the cost Transcription: I'm super hardcore on chips right now as you may be able to tell. I have chips on the brain. I dream about chips, Literally! Because in order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient So we think we believe the AI5 chip will be probably about a third of the power of say something like a Blackwell, an NVIDIA Blackwell, which is a great chip, for roughly comparable performance. And much less than 10% of the cost. This is a chip that is very much optimized for the Tesla AI software stack. So it's not meant to be a general purpose chip, it's meant to be an amazing chip for the Tesla AI software And I mean a couple of things that I think make... like how is Tesla able to achieve such an improvement? I think it is because we are specialized. We're not trying to... you know, NVIDIA has to serve the superset of all past and future customers. So all of their requirements, all of the software that they've written has to work, which is a very difficult problem. Whereas we just need to make it work for our software. And so we're able to simplify the chip dramatically And then we also, I think we're unique in this, but like we have an integer-based system. And integer operations are fundamentally more efficient than floating point operations. So we can do floating point, but the vast majority of our inference is done in integer. Which is, if you're familiar with sort of logic gates, the simplicity of integer... it's integer is much more power efficient, much more silicon efficient, but you have to, you actually have to train for integer inference, which everyone else is training for floating point. That's kind of like a niche technical detail, but it's actually very important. So, yeah, this is going to be a great chip So this chip will be made in basically in four places: TSMC Taiwan, Samsung Korea, TSMC Arizona, and TSMC Texas. And we already know what improvements to make for AI6. So I'm hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics

ELON MUSK: We believe the AI5 chip will be roughly comparable performance to an NVIDIA Blackwell, and at much less than 10% of the cost Transcription: I'm super hardcore on chips right now as you may be able to tell. I have chips on the brain. I dream about chips, Literally! Because in order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient So we think we believe the AI5 chip will be probably about a third of the power of say something like a Blackwell, an NVIDIA Blackwell, which is a great chip, for roughly comparable performance. And much less than 10% of the cost. This is a chip that is very much optimized for the Tesla AI software stack. So it's not meant to be a general purpose chip, it's meant to be an amazing chip for the Tesla AI software And I mean a couple of things that I think make... like how is Tesla able to achieve such an improvement? I think it is because we are specialized. We're not trying to... you know, NVIDIA has to serve the superset of all past and future customers. So all of their requirements, all of the software that they've written has to work, which is a very difficult problem. Whereas we just need to make it work for our software. And so we're able to simplify the chip dramatically And then we also, I think we're unique in this, but like we have an integer-based system. And integer operations are fundamentally more efficient than floating point operations. So we can do floating point, but the vast majority of our inference is done in integer. Which is, if you're familiar with sort of logic gates, the simplicity of integer... it's integer is much more power efficient, much more silicon efficient, but you have to, you actually have to train for integer inference, which everyone else is training for floating point. That's kind of like a niche technical detail, but it's actually very important. So, yeah, this is going to be a great chip So this chip will be made in basically in four places: TSMC Taiwan, Samsung Korea, TSMC Arizona, and TSMC Texas. And we already know what improvements to make for AI6. So I'm hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics

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Elon Musk on Grok: “I think an AI that is sort of SpaceX’s baby will be a very good AI. I think SpaceX is a collection of some of the very best humans on Earth, both in capability and morality and goodness, and I think we want to have an AI that is born of that capability and that morality and that goodness. I think that’s very, very important. So I’d like to encourage people to help out, actually, with the AI hardware on the ground and the AI software and, of course, with the AI satellites. Solar is going to be a very important part of that. The TerraFab will be a very important part of that, but we must also succeed on the software front, and we’re going to be training Grok on the sum total of all SpaceX information. So in a way, it will be trained on you. You will effectively be the parents of the AI. It will inherit your thoughts and ideas and beliefs, and I think that’s a good thing. So, yeah, we’ve got to win here on the AI hardware and the AI software. That maybe is the most important message. I think that is actually the most important message I wanted to convey today is that we must win on AI because the future is overwhelmingly AI and robots. So we won’t ultimately be able to control the AI. It’ll be too smart for that. But just like if you have a child that is a super genius child, you can still instill in that child the values and beliefs that you think are good and right. And so that’s why it’s incredibly important that we succeed with Grok. So, yeah, well, Grok 4.5 you’ve tried probably. We’ve got 4.6 coming out in about a week. And then 4.7 should be really pretty special. So I’d like to encourage everyone at SpaceX to use AI and to make it better.”

Elon Musk on Grok: “I think an AI that is sort of SpaceX’s baby will be a very good AI. I think SpaceX is a collection of some of the very best humans on Earth, both in capability and morality and goodness, and I think we want to have an AI that is born of that capability and that morality and that goodness. I think that’s very, very important. So I’d like to encourage people to help out, actually, with the AI hardware on the ground and the AI software and, of course, with the AI satellites. Solar is going to be a very important part of that. The TerraFab will be a very important part of that, but we must also succeed on the software front, and we’re going to be training Grok on the sum total of all SpaceX information. So in a way, it will be trained on you. You will effectively be the parents of the AI. It will inherit your thoughts and ideas and beliefs, and I think that’s a good thing. So, yeah, we’ve got to win here on the AI hardware and the AI software. That maybe is the most important message. I think that is actually the most important message I wanted to convey today is that we must win on AI because the future is overwhelmingly AI and robots. So we won’t ultimately be able to control the AI. It’ll be too smart for that. But just like if you have a child that is a super genius child, you can still instill in that child the values and beliefs that you think are good and right. And so that’s why it’s incredibly important that we succeed with Grok. So, yeah, well, Grok 4.5 you’ve tried probably. We’ve got 4.6 coming out in about a week. And then 4.7 should be really pretty special. So I’d like to encourage everyone at SpaceX to use AI and to make it better.”

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ELON MUSK: We are already a *Cyborg*.....people don't realize we are already a cyborg because we are so well integrated with our phones and our computers The phone is almost like an extension of yourself. If you forget your phone, it's like a missing limb But the bandwidth the communication bandwidth to the phone is very low, especially input. In fact, input bandwidth to computers has actually gone down because of typing with two thumbs as opposed to ten fingers That is a big reduction in bandwidth. Input bandwidth has gone up because of video and imagery, so input bandwidth is many orders of magnitude greater than output bandwidth But at a certain point, assuming a benign scenario with AI, we will just be too slow. Let’s say a computer that has an exaflop, or many exaflops, of compute capability a millisecond is an eternity, and to us, it's nothing Human speech to a computer will sound like very slow tonal wheezing, kind of like whale sounds" - ELON MUSK

ELON MUSK: We are already a Cyborg.....people don't realize we are already a cyborg because we are so well integrated with our phones and our computers The phone is almost like an extension of yourself. If you forget your phone, it's like a missing limb But the bandwidth the communication bandwidth to the phone is very low, especially input. In fact, input bandwidth to computers has actually gone down because of typing with two thumbs as opposed to ten fingers That is a big reduction in bandwidth. Input bandwidth has gone up because of video and imagery, so input bandwidth is many orders of magnitude greater than output bandwidth But at a certain point, assuming a benign scenario with AI, we will just be too slow. Let’s say a computer that has an exaflop, or many exaflops, of compute capability a millisecond is an eternity, and to us, it's nothing Human speech to a computer will sound like very slow tonal wheezing, kind of like whale sounds" - ELON MUSK

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Something Stinks About Dominion Voting Machines and Elon Musk Can Smell It He finds it to be a “heck of a coincidence” that Philadelphia and Maricopa County use them, but “not in a lot of other places.” “I know a lot about computers, and I'm like, the last thing I would do is trust a computer program because it's just too easy to hack. It's too easy to add just one line, and it's really difficult to hack paper ballots. “So in-person voting with proof of ID, which, by the way, every country has. Almost every country that has democratic elections requires in-person voting with voter ID. “This is weird. It's super weird to not have that. I think that's the only way to effectively address fraud, given that we are where we are today. “I think we just need a very big margin of victory. If the margin of victory is big enough, then as I say, it's got to beat the cheat.”

Something Stinks About Dominion Voting Machines and Elon Musk Can Smell It He finds it to be a “heck of a coincidence” that Philadelphia and Maricopa County use them, but “not in a lot of other places.” “I know a lot about computers, and I'm like, the last thing I would do is trust a computer program because it's just too easy to hack. It's too easy to add just one line, and it's really difficult to hack paper ballots. “So in-person voting with proof of ID, which, by the way, every country has. Almost every country that has democratic elections requires in-person voting with voter ID. “This is weird. It's super weird to not have that. I think that's the only way to effectively address fraud, given that we are where we are today. “I think we just need a very big margin of victory. If the margin of victory is big enough, then as I say, it's got to beat the cheat.”

The Vigilant Fox 🦊

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Isabelle Boemeke isabelle 🪐 on the pre-Hiroshima moment we’re in with AI. "The United States rushes to build the bomb, and up until that point there was a mix of excitement and fear about nuclear. I think it's similar to what we feel about AI at this moment. We are in that moment with AI where we can see both scenarios in our minds, right? It could be incredible. We could cure all these diseases, we could solve all these complex problems, but we can also all die. And it was a very similar thing, until the bombs were dropped in Hiroshima and Nagasaki and all of that potential was cemented in one image, which was of a mushroom cloud."

Isabelle Boemeke isabelle 🪐 on the pre-Hiroshima moment we’re in with AI. "The United States rushes to build the bomb, and up until that point there was a mix of excitement and fear about nuclear. I think it's similar to what we feel about AI at this moment. We are in that moment with AI where we can see both scenarios in our minds, right? It could be incredible. We could cure all these diseases, we could solve all these complex problems, but we can also all die. And it was a very similar thing, until the bombs were dropped in Hiroshima and Nagasaki and all of that potential was cemented in one image, which was of a mushroom cloud."

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FULL TRANSCRIPT OF ELON'S CYBERCAB AND ROBOVAN PRESENTATION 00:00 Welcome 01:16 Cybercab & Future of transportation 04:33 Cost 05:53 Timeline 07:13 Self-driving technology 10:05 Inductive charging 10:24 The cities of the future 11:04 Robovan 12:13 Optimus Welcome Welcome to the We, Robot party. We have quite a show for you tonight. I think you're going to like it. As you can see, I just arrived in the Robotaxi, the Cybercab. And there's 20 more where that came from. So they've been traveling, there's no people in them. As you can see, the car is just going by with no people. We have 50 fully autonomous cars here tonight. So you'll see model Y's and the Cybercabs, all driverless. You'll be able to take a ride in the Cybercab. There's no steering wheel or pedals. So I hope this goes well, we'll find out. You see a lot of sci-fi movies where the future is dark and dismal, where it's not a future you want to be in. So, you know, I love Blade Runner, but I don't know if we want that future. We want that duster he's wearing, but not the bleak apocalypse. We want to have a fun, exciting future that, if you could look in a crystal ball and see the future, you'd be like, yes, I wish I could be there now. That's what we want. Cybercab & Future of transportation So, when we think about transport today, there's a lot of pain that we take for granted, that we think is normal. Like having to drive around LA in 3 hours of traffic. Yeah, people that live in LA, I mean, you know, try to get from Pasadena to El Segundo during rush hour. You can fly to another city faster than you can get to LA. And you have to drive the whole way, unless you're in a Tesla. Of course, our Tesla already does quite well at this supervised self-driving. So, supervised full self-driving is actually working quite well. I'm sure there's people in the crowd who are using that. So, we'll move from supervised full self-driving to unsupervised full self-driving where the car, you could fall asleep and wake up at your destination. But there's also a challenge for a lot of people that cars cost too much. I mean, when you factor in everything that goes into a car and the car insurance and the car payments, storage of the car, it's very expensive. You say, like, how many hours a week are cars used? Your average passenger car is only used about 10 hours a week out of 168 hours. So, the vast majority of the time cars are just doing nothing. But if they're autonomous, they could be used, I don't know, five times more, maybe ten times more. So you could actually, for the same car, would have five times as much value, maybe ten times as much value. There's 168 hours in the week, and like I said, only ten of them are used for driving. And then, a bunch of those hours are looking for a parking spot, which can be pretty annoying at times. So, with autonomy, you get your time back. This is a very big deal. So it's not just, it'll save lives, like a lot of lives and prevent injuries. I think we'll see autonomous cars become ten times safer than a human. I mean, if you think of times past where there used to be an elevator operator in every elevator but once in a while, they get tired and accidentally shear somebody in half. Now, we have automated elevators. You just get an elevator and you press a button and you don't even think about it and it just takes you to the floor. And if you did see an elevator operator with a big relay switch, you'd be like, that's weird. That's how cars will be. And it's not just the lives saved in injuries, but if you think about the cumulative time that people spend in a car and the time that they will get back that they can now spend, well, I guess, on their phones or watching a movie or doing work or whatever you want to do you can think of the car in autonomous world as being like just little lounge. You're just sitting in a comfortable little lounge and you can do whatever you want while you're in this comfortable little lounge. And when you get out, you will be at your destination. So, yeah, it's gonna be awesome. Cost So, in fact, I think the cost of autonomous transport will be so low that you can think of it like individualized mass transit. The average cost of a bus per mile for a city, not the ticket price, because that is subsidized, but the average price is about a dollar a mile, whereas the cost of Cybercab we think probably over time, the operating cost is probably going to be around twenty cents a mile. Including taxes and everything else, it probably ends up being 30 or 40 cents a mile. And you will be able to buy one. And we expect the cost to be below $30,000. And I think there'll be an interesting business model where, let's say somebody is an Uber or Lyft driver today where they can actually sort of manage a fleet of cars and like, sort of manage, I don't know, 10, 20 cars and just take care of them. Like a shepherd tends their flock. You have a little flock of cars and you're the shepherd and you take care of your flock of cars. I think that would be pretty cool. I think it's going to be a glorious future. It's going to be really something special. Timeline We do expect actually to start fully autonomous unsupervised FSD in Texas and California next year. And that's obviously, that's with the Model 3 and Model Y. And then we expect to be in production with the Cybercab, which is really highly optimized for autonomous transport in probably, I tend to be a little optimistic with time frames, but in 2026. So, yeah, before 2027, let me put it that way. And we'll make this vehicle in very high volume. But well, before that, you will experience a robotic taxi via the Model 3 and Model Y program and model S and X, too. But the Model 3 and Y will achieve unsupervised full self-driving with permission, in wherever regulators essentially approve it. In the US, and then to follow outside the US. And Cybertruck, too. All our cars are basically, all cars that we make. Let's not get nuanced here. Self-driving technology One of the reasons why the computer can be so much better than a person is that we have millions of cars that are training on driving. It's like living millions of lives simultaneously and seeing very unusual situations that a person in their entire lifetime would not see. With that amount of training data, it's obviously going to be much better than what a human could be because you can't live a million lives. And it's also, it can see in all directions simultaneously and it doesn't get tired or text or any of those things. So, it will naturally be, like I said 10, 20, 30 times safer than a human, just for all those reasons. And I want to emphasize that the solution that we have is, AI and vision. So, there's no expensive equipment needed. The Model 3 and Model Y and S and X that we make today will be capable of full autonomy, unsupervised. And that means that our cost of producing the vehicle is low. Now, we are going to actually over-spec the computer for the Cybercab. So, our AI 5 computer will be somewhat over-spec'd because I think there's actually also an opportunity, sort of like an Amazon Web Services, where if the car is driving for 50 hours a week, there's still over 100 hours left and there's a potential there to have a massive amount of distributed inference compute, where if you've got like a fleet of 100 million vehicles and a kilowatt of efficient inference compute, you have 100 gigawatts of compute, which is really quite substantial. And if it's there, you might as well use it so that I think will make sense. So, our autonomous future is here. As I said, we've got 50 Teslas driving autonomously. We're trying to give you a sense of what cities will be like in the future. And when you get in, you'll see like, it's really quite a wild experience to just be in a car with no steering wheel, no pedals, no controls, and it feels great. So we have enough vehicles here, so everyone should be able to try it out and experience the set that we've built here. It's a very big set. So it's like really we've used I don't know, 20, 30 acres or something like that. It's really big. So, it goes on, the ride's long. And we set it up to feel like a ride, like a park ride. So, it'll be cool and you'll get to experience it tonight. Inductive charging Something we're also doing is and it's really high time we did this is inductive charging. So, the robotaxi has no plug. It just goes over the inductive charger and charges. So, yeah, it's kind of how it should be. The cities of the future One of the things that is really interesting is how will this affect the cities that we live in. And when you drive around a city, or when the car drives you around the city, you'll see there's a lot of parking lots. There's parking lots everywhere, parking garages. What would happen if you have an autonomous world is that you can now turn parking lots into parks. And so, from we're taking the inglot out of parking lot. You're welcome. So, there's a lot of opportunity to create green space in the cities that we live in. So, like, that would be quite fantastic. Robovan Oh, and also, what happens if you need a vehicle that is bigger than a Model Y? The Robovan. We're going to make this and it's going to look like that. Now, can you imagine going down the streets and you see this coming towards you? That'd be sick. So this can carry up to 20 people, and it can also transport goods. You can configure it for goods transport within a city. Or transport of up to 20 people at a time. The Robovan is what's gonna solve for high density. If you want to take a sports team somewhere or you're looking to really get the cost of travel down to, I don't know, 5, 10 cents a mile, then you can use the Robovan. One of the things we want to do, and we've seen this with the Cybertruck, is we want to change the look of the roads. The future should look like the future. Optimus Speaking of robots. Everything we've developed for our cars, the batteries, power electronics, the advanced motors, gearboxes, the software, the AI inference computer, it all actually applies to a humanoid robot. The same techniques. It's just a robot with arms and legs instead of a robot with wheels. We've made a lot of progress with Optimus. And as you can see, we started up with someone in a robot suit. And then, we've progressed dramatically, year after year. So, if you extrapolate this, you're really going to have something spectacular, something that anyone could own. So, you can have your own personal R2-D2-C3PO. And I think at scale, this would cost something like, I don't know, $20,000, $30,000, probably less than a car is my prediction, long-term. It'll take us a minute to get to the long term. But fundamentally, at scale, the Optimus robot, you should be able to buy an Optimus robot for, I think, probably $20,000 to $30,000, long-term. And what can it do? It'll basically do anything you want. It can be a teacher or babysit your kids, it can walk your dog, mow your lawn, get the groceries, just be your friend, serve drinks whatever you can think of, it will do. And, yeah, it's going to be awesome. I think this will be the biggest product ever of any kind, because I think everyone of the 8 billion people of Earth, I think everyone's going to want their Optimus buddy. And there's going to be maybe two. And then, they'll be producing products and services. I predict, actually, provided we address risks of digital superintelligence, 80% probability of good outcome, look on the bright side, the cup is 80% full, the cost of products and services will decline dramatically. And basically, anyone will be able to have any products and services they want. It will be an age of abundance the likes of which people have not, almost no one has envisioned. It will be something special. So now, one of the things we wanted to show tonight was that Optimus is not a canned video. It's not walled off. The Optimus robots will walk among you. Please, please be nice to the Optimus robots. You'll be able to walk right up to them and they'll serve drinks at the bar. I mean, it's a wild experience just to have humanoid robots and they're there, you're just in front of you. So yeah, with that, let's party!

FULL TRANSCRIPT OF ELON'S CYBERCAB AND ROBOVAN PRESENTATION 00:00 Welcome 01:16 Cybercab & Future of transportation 04:33 Cost 05:53 Timeline 07:13 Self-driving technology 10:05 Inductive charging 10:24 The cities of the future 11:04 Robovan 12:13 Optimus Welcome Welcome to the We, Robot party. We have quite a show for you tonight. I think you're going to like it. As you can see, I just arrived in the Robotaxi, the Cybercab. And there's 20 more where that came from. So they've been traveling, there's no people in them. As you can see, the car is just going by with no people. We have 50 fully autonomous cars here tonight. So you'll see model Y's and the Cybercabs, all driverless. You'll be able to take a ride in the Cybercab. There's no steering wheel or pedals. So I hope this goes well, we'll find out. You see a lot of sci-fi movies where the future is dark and dismal, where it's not a future you want to be in. So, you know, I love Blade Runner, but I don't know if we want that future. We want that duster he's wearing, but not the bleak apocalypse. We want to have a fun, exciting future that, if you could look in a crystal ball and see the future, you'd be like, yes, I wish I could be there now. That's what we want. Cybercab & Future of transportation So, when we think about transport today, there's a lot of pain that we take for granted, that we think is normal. Like having to drive around LA in 3 hours of traffic. Yeah, people that live in LA, I mean, you know, try to get from Pasadena to El Segundo during rush hour. You can fly to another city faster than you can get to LA. And you have to drive the whole way, unless you're in a Tesla. Of course, our Tesla already does quite well at this supervised self-driving. So, supervised full self-driving is actually working quite well. I'm sure there's people in the crowd who are using that. So, we'll move from supervised full self-driving to unsupervised full self-driving where the car, you could fall asleep and wake up at your destination. But there's also a challenge for a lot of people that cars cost too much. I mean, when you factor in everything that goes into a car and the car insurance and the car payments, storage of the car, it's very expensive. You say, like, how many hours a week are cars used? Your average passenger car is only used about 10 hours a week out of 168 hours. So, the vast majority of the time cars are just doing nothing. But if they're autonomous, they could be used, I don't know, five times more, maybe ten times more. So you could actually, for the same car, would have five times as much value, maybe ten times as much value. There's 168 hours in the week, and like I said, only ten of them are used for driving. And then, a bunch of those hours are looking for a parking spot, which can be pretty annoying at times. So, with autonomy, you get your time back. This is a very big deal. So it's not just, it'll save lives, like a lot of lives and prevent injuries. I think we'll see autonomous cars become ten times safer than a human. I mean, if you think of times past where there used to be an elevator operator in every elevator but once in a while, they get tired and accidentally shear somebody in half. Now, we have automated elevators. You just get an elevator and you press a button and you don't even think about it and it just takes you to the floor. And if you did see an elevator operator with a big relay switch, you'd be like, that's weird. That's how cars will be. And it's not just the lives saved in injuries, but if you think about the cumulative time that people spend in a car and the time that they will get back that they can now spend, well, I guess, on their phones or watching a movie or doing work or whatever you want to do you can think of the car in autonomous world as being like just little lounge. You're just sitting in a comfortable little lounge and you can do whatever you want while you're in this comfortable little lounge. And when you get out, you will be at your destination. So, yeah, it's gonna be awesome. Cost So, in fact, I think the cost of autonomous transport will be so low that you can think of it like individualized mass transit. The average cost of a bus per mile for a city, not the ticket price, because that is subsidized, but the average price is about a dollar a mile, whereas the cost of Cybercab we think probably over time, the operating cost is probably going to be around twenty cents a mile. Including taxes and everything else, it probably ends up being 30 or 40 cents a mile. And you will be able to buy one. And we expect the cost to be below $30,000. And I think there'll be an interesting business model where, let's say somebody is an Uber or Lyft driver today where they can actually sort of manage a fleet of cars and like, sort of manage, I don't know, 10, 20 cars and just take care of them. Like a shepherd tends their flock. You have a little flock of cars and you're the shepherd and you take care of your flock of cars. I think that would be pretty cool. I think it's going to be a glorious future. It's going to be really something special. Timeline We do expect actually to start fully autonomous unsupervised FSD in Texas and California next year. And that's obviously, that's with the Model 3 and Model Y. And then we expect to be in production with the Cybercab, which is really highly optimized for autonomous transport in probably, I tend to be a little optimistic with time frames, but in 2026. So, yeah, before 2027, let me put it that way. And we'll make this vehicle in very high volume. But well, before that, you will experience a robotic taxi via the Model 3 and Model Y program and model S and X, too. But the Model 3 and Y will achieve unsupervised full self-driving with permission, in wherever regulators essentially approve it. In the US, and then to follow outside the US. And Cybertruck, too. All our cars are basically, all cars that we make. Let's not get nuanced here. Self-driving technology One of the reasons why the computer can be so much better than a person is that we have millions of cars that are training on driving. It's like living millions of lives simultaneously and seeing very unusual situations that a person in their entire lifetime would not see. With that amount of training data, it's obviously going to be much better than what a human could be because you can't live a million lives. And it's also, it can see in all directions simultaneously and it doesn't get tired or text or any of those things. So, it will naturally be, like I said 10, 20, 30 times safer than a human, just for all those reasons. And I want to emphasize that the solution that we have is, AI and vision. So, there's no expensive equipment needed. The Model 3 and Model Y and S and X that we make today will be capable of full autonomy, unsupervised. And that means that our cost of producing the vehicle is low. Now, we are going to actually over-spec the computer for the Cybercab. So, our AI 5 computer will be somewhat over-spec'd because I think there's actually also an opportunity, sort of like an Amazon Web Services, where if the car is driving for 50 hours a week, there's still over 100 hours left and there's a potential there to have a massive amount of distributed inference compute, where if you've got like a fleet of 100 million vehicles and a kilowatt of efficient inference compute, you have 100 gigawatts of compute, which is really quite substantial. And if it's there, you might as well use it so that I think will make sense. So, our autonomous future is here. As I said, we've got 50 Teslas driving autonomously. We're trying to give you a sense of what cities will be like in the future. And when you get in, you'll see like, it's really quite a wild experience to just be in a car with no steering wheel, no pedals, no controls, and it feels great. So we have enough vehicles here, so everyone should be able to try it out and experience the set that we've built here. It's a very big set. So it's like really we've used I don't know, 20, 30 acres or something like that. It's really big. So, it goes on, the ride's long. And we set it up to feel like a ride, like a park ride. So, it'll be cool and you'll get to experience it tonight. Inductive charging Something we're also doing is and it's really high time we did this is inductive charging. So, the robotaxi has no plug. It just goes over the inductive charger and charges. So, yeah, it's kind of how it should be. The cities of the future One of the things that is really interesting is how will this affect the cities that we live in. And when you drive around a city, or when the car drives you around the city, you'll see there's a lot of parking lots. There's parking lots everywhere, parking garages. What would happen if you have an autonomous world is that you can now turn parking lots into parks. And so, from we're taking the inglot out of parking lot. You're welcome. So, there's a lot of opportunity to create green space in the cities that we live in. So, like, that would be quite fantastic. Robovan Oh, and also, what happens if you need a vehicle that is bigger than a Model Y? The Robovan. We're going to make this and it's going to look like that. Now, can you imagine going down the streets and you see this coming towards you? That'd be sick. So this can carry up to 20 people, and it can also transport goods. You can configure it for goods transport within a city. Or transport of up to 20 people at a time. The Robovan is what's gonna solve for high density. If you want to take a sports team somewhere or you're looking to really get the cost of travel down to, I don't know, 5, 10 cents a mile, then you can use the Robovan. One of the things we want to do, and we've seen this with the Cybertruck, is we want to change the look of the roads. The future should look like the future. Optimus Speaking of robots. Everything we've developed for our cars, the batteries, power electronics, the advanced motors, gearboxes, the software, the AI inference computer, it all actually applies to a humanoid robot. The same techniques. It's just a robot with arms and legs instead of a robot with wheels. We've made a lot of progress with Optimus. And as you can see, we started up with someone in a robot suit. And then, we've progressed dramatically, year after year. So, if you extrapolate this, you're really going to have something spectacular, something that anyone could own. So, you can have your own personal R2-D2-C3PO. And I think at scale, this would cost something like, I don't know, $20,000, $30,000, probably less than a car is my prediction, long-term. It'll take us a minute to get to the long term. But fundamentally, at scale, the Optimus robot, you should be able to buy an Optimus robot for, I think, probably $20,000 to $30,000, long-term. And what can it do? It'll basically do anything you want. It can be a teacher or babysit your kids, it can walk your dog, mow your lawn, get the groceries, just be your friend, serve drinks whatever you can think of, it will do. And, yeah, it's going to be awesome. I think this will be the biggest product ever of any kind, because I think everyone of the 8 billion people of Earth, I think everyone's going to want their Optimus buddy. And there's going to be maybe two. And then, they'll be producing products and services. I predict, actually, provided we address risks of digital superintelligence, 80% probability of good outcome, look on the bright side, the cup is 80% full, the cost of products and services will decline dramatically. And basically, anyone will be able to have any products and services they want. It will be an age of abundance the likes of which people have not, almost no one has envisioned. It will be something special. So now, one of the things we wanted to show tonight was that Optimus is not a canned video. It's not walled off. The Optimus robots will walk among you. Please, please be nice to the Optimus robots. You'll be able to walk right up to them and they'll serve drinks at the bar. I mean, it's a wild experience just to have humanoid robots and they're there, you're just in front of you. So yeah, with that, let's party!

Mario Nawfal

241,051 görüntüleme • 1 yıl önce

🇺🇸 ELON: HUMANS AND AI MUST WORK TOGETHER IN THE FUTURE Host: "You’ve predicted a world of abundant energy, robotic labor, and AI. With AI and Optimus doing many tasks, what do you think is left for humans?" Elon: "That’s a question I struggle with. This is part of the reason for Neuralink, to improve communication bandwidth with AI. It’s about achieving better human-AI symbiosis so AI understands what we want. Tools like Neuralink can dramatically increase our intelligence. The future will be one where human and machine intelligence are interwoven. I think it's 80% to 90% likely to be awesome. But we have to be cautious about the other 10%. A scenario like Terminator would be bad." Source: Tesla Owners Silicon Valley

🇺🇸 ELON: HUMANS AND AI MUST WORK TOGETHER IN THE FUTURE Host: "You’ve predicted a world of abundant energy, robotic labor, and AI. With AI and Optimus doing many tasks, what do you think is left for humans?" Elon: "That’s a question I struggle with. This is part of the reason for Neuralink, to improve communication bandwidth with AI. It’s about achieving better human-AI symbiosis so AI understands what we want. Tools like Neuralink can dramatically increase our intelligence. The future will be one where human and machine intelligence are interwoven. I think it's 80% to 90% likely to be awesome. But we have to be cautious about the other 10%. A scenario like Terminator would be bad." Source: Tesla Owners Silicon Valley

Mario Nawfal

97,410 görüntüleme • 1 yıl önce

🚨 Sam Altman: there's a very important thing happening. I did not expect 3 or 6 months ago to be at this point we're at now” We now have a confirmed reason why OpenAI pulled out of Sora and it was as most of us expected - because they needed to concentrate all of their compute and product capacity into their next generation of models and automated agents. Sam says: "We have a few times in our history realized something really important is working or about to work so well that we have to stop a bunch of other projects. In fact, this was the original thing happened with GPT-3. We had a whole portfolio of bets at the time... we shut down many projects that were working well like robotics... so that we could concentrate our compute, our researchers, our effort into this thing that we said, okay, there's a very important thing happening." "I did not expect 3 or 6 months ago to be at this point we're at now, where something very big and important is about to happen again with this next generation of models and the agents they can power." "We need to concentrate our compute and our product capacity into these next generation of automated researchers and companies... the note under the note is it's about compute. It's always about compute."

🚨 Sam Altman: there's a very important thing happening. I did not expect 3 or 6 months ago to be at this point we're at now” We now have a confirmed reason why OpenAI pulled out of Sora and it was as most of us expected - because they needed to concentrate all of their compute and product capacity into their next generation of models and automated agents. Sam says: "We have a few times in our history realized something really important is working or about to work so well that we have to stop a bunch of other projects. In fact, this was the original thing happened with GPT-3. We had a whole portfolio of bets at the time... we shut down many projects that were working well like robotics... so that we could concentrate our compute, our researchers, our effort into this thing that we said, okay, there's a very important thing happening." "I did not expect 3 or 6 months ago to be at this point we're at now, where something very big and important is about to happen again with this next generation of models and the agents they can power." "We need to concentrate our compute and our product capacity into these next generation of automated researchers and companies... the note under the note is it's about compute. It's always about compute."

Chris

243,234 görüntüleme • 4 ay önce

I think the fact is there are only going to be four or five of these companies that are able to raise the billions required to build the infrastructure to support these models. It's a global competition, and particularly against the Chinese right now because they're trying to beat us on AI, because the country with the best AI is gonna win all the wars. That's what's gonna happen. I think at the end of the day you want diversification in your portfolio, not just one stack. For me, I'm playing the picks and shovels. I'm building energy because you need energy for this stuff, and I'm building data centers. Now, there are different things, but right now we need more electrical power in this country beyond just data centers. We just need power because we got a booming economy.

I think the fact is there are only going to be four or five of these companies that are able to raise the billions required to build the infrastructure to support these models. It's a global competition, and particularly against the Chinese right now because they're trying to beat us on AI, because the country with the best AI is gonna win all the wars. That's what's gonna happen. I think at the end of the day you want diversification in your portfolio, not just one stack. For me, I'm playing the picks and shovels. I'm building energy because you need energy for this stuff, and I'm building data centers. Now, there are different things, but right now we need more electrical power in this country beyond just data centers. We just need power because we got a booming economy.

Kevin O'Leary aka Mr. Wonderful

13,143 görüntüleme • 2 ay önce

Elon Musk says smartphones won't exist in 5 years. "We're not going to have a phone in the traditional sense. What we call a phone will really be an edge node for AI inference, with some radios to obviously connect, but essentially you'll have AI on the server side communicating to an AI on your device." "There won't be operating systems, there won't be apps in the future. You've got a device that is there for the screen and audio to put as much AI on the device as possible so as to minimize the amount of bandwidth needed between your edge node device and the servers." "You'll get everything through AI. Whatever you can think of, or really whatever the AI can anticipate you can think of, it'll show you." "It's probably five or six years, something like that."

Elon Musk says smartphones won't exist in 5 years. "We're not going to have a phone in the traditional sense. What we call a phone will really be an edge node for AI inference, with some radios to obviously connect, but essentially you'll have AI on the server side communicating to an AI on your device." "There won't be operating systems, there won't be apps in the future. You've got a device that is there for the screen and audio to put as much AI on the device as possible so as to minimize the amount of bandwidth needed between your edge node device and the servers." "You'll get everything through AI. Whatever you can think of, or really whatever the AI can anticipate you can think of, it'll show you." "It's probably five or six years, something like that."

Metav3rse

645,423 görüntüleme • 1 ay önce

Marc Andreessen says AI is teaching sand to think and it could be the most important technology in the history of humanity: "Imagine a form of alchemy that turns sand into thought." "Chips are made out of sand. They're made out of silicon, so they're literally made out of sand." "We plug the chip into a data center, into power, we light it up, and we put AI on it, and all of a sudden it's thinking." "We've turned sand into thought. And so it's possibly the most revolutionary technology in the history of the species." "It's certainly on par with electricity and steam power. It's certainly more important than the internet." Marc Andreessen 🇺🇸 with Joe Rogan

Marc Andreessen says AI is teaching sand to think and it could be the most important technology in the history of humanity: "Imagine a form of alchemy that turns sand into thought." "Chips are made out of sand. They're made out of silicon, so they're literally made out of sand." "We plug the chip into a data center, into power, we light it up, and we put AI on it, and all of a sudden it's thinking." "We've turned sand into thought. And so it's possibly the most revolutionary technology in the history of the species." "It's certainly on par with electricity and steam power. It's certainly more important than the internet." Marc Andreessen 🇺🇸 with Joe Rogan

a16z

203,805 görüntüleme • 2 ay önce

Google DeepMind CEO Demis Hassabis on "leaving AI in the lab for longer” (full question + answer in the video as I've seen him misquoted). Here's what he said: "For me, the best use case of AI was to improve human health and accelerate scientific discovery..." "Given how important AGI is and how transformative a technology is, maybe the most transformative one in human history, I thought it would be best to approach the sort of latter stages of building it, which we're in now, using the scientific method, very carefully, very precisely, very thoughtfully, and rigorously with all the best scientists, in my ideal world, collaborating on in CERN-like effort, on making sure each step we understood each step each as we got to the final goal of, of building AGI.... "While we're building AGI in this careful scientific way, humanity could benefit from the proceeds of that, like cures for cancer, or maybe new energy sources or new materials… “Looking at this from 20, 30 years ago when I started out on all of this, that would have been the ideal way for it to play out, in my opinion. “Now, it didn't happen like that because technology's unpredictable and in fact, it turns out that things like language were a lot easier than we were all expecting… “We were sort of playing around with that, so were the other leading labs, but of course with ChatGPT and fair play to OpenAI, they scaled it and then they put it out there. “And I think even they say it was kind of a research experiment. They didn't realize it would go so viral. And I think none of us did and we had sort of fairly equivalent systems at the time… “Now, the downside of it is, we're in this sort of ferocious commercial pressure race that everyone's sort of locked into currently. “And then on top of that, there's geopolitical issues like the US-China race and so on. So there's sort of multiple levels of pressure to sort of move fast. So the benefit of that, of course, you get faster progress, obviously. The progress is just at lightning speed these days. So that's good for all the good use cases. The second benefit is that everybody, all of the viewers out there, everyone, you're all getting to use the most cutting edge AI technology, perhaps only three to six months behind what is actually in the labs. So that's kind of mind blowing. “It's also great because I think it gives everyone a feeling for, it's democratizing AI. It's giving everyone a feeling for what it's like to interact with cutting edge AI and what it can do and what it can't do… “So I think there's positives and negatives about the way it's gone. It's not the way I dreamed about years ago where we would be sort of contemplating this philosophically and carefully considering each next step. We're not in that world. And I'm, although I'm a scientist first and foremost, I'm also a pragmatic engineer. So, we have to deal with the world as we find it and make the best of that. And we try to do that by advancing the frontier, but also trying to be as responsible as we can with doing that as we deploy these, you know, very powerful technologies, like Gemini and Alphafold.”

Google DeepMind CEO Demis Hassabis on "leaving AI in the lab for longer” (full question + answer in the video as I've seen him misquoted). Here's what he said: "For me, the best use case of AI was to improve human health and accelerate scientific discovery..." "Given how important AGI is and how transformative a technology is, maybe the most transformative one in human history, I thought it would be best to approach the sort of latter stages of building it, which we're in now, using the scientific method, very carefully, very precisely, very thoughtfully, and rigorously with all the best scientists, in my ideal world, collaborating on in CERN-like effort, on making sure each step we understood each step each as we got to the final goal of, of building AGI.... "While we're building AGI in this careful scientific way, humanity could benefit from the proceeds of that, like cures for cancer, or maybe new energy sources or new materials… “Looking at this from 20, 30 years ago when I started out on all of this, that would have been the ideal way for it to play out, in my opinion. “Now, it didn't happen like that because technology's unpredictable and in fact, it turns out that things like language were a lot easier than we were all expecting… “We were sort of playing around with that, so were the other leading labs, but of course with ChatGPT and fair play to OpenAI, they scaled it and then they put it out there. “And I think even they say it was kind of a research experiment. They didn't realize it would go so viral. And I think none of us did and we had sort of fairly equivalent systems at the time… “Now, the downside of it is, we're in this sort of ferocious commercial pressure race that everyone's sort of locked into currently. “And then on top of that, there's geopolitical issues like the US-China race and so on. So there's sort of multiple levels of pressure to sort of move fast. So the benefit of that, of course, you get faster progress, obviously. The progress is just at lightning speed these days. So that's good for all the good use cases. The second benefit is that everybody, all of the viewers out there, everyone, you're all getting to use the most cutting edge AI technology, perhaps only three to six months behind what is actually in the labs. So that's kind of mind blowing. “It's also great because I think it gives everyone a feeling for, it's democratizing AI. It's giving everyone a feeling for what it's like to interact with cutting edge AI and what it can do and what it can't do… “So I think there's positives and negatives about the way it's gone. It's not the way I dreamed about years ago where we would be sort of contemplating this philosophically and carefully considering each next step. We're not in that world. And I'm, although I'm a scientist first and foremost, I'm also a pragmatic engineer. So, we have to deal with the world as we find it and make the best of that. And we try to do that by advancing the frontier, but also trying to be as responsible as we can with doing that as we deploy these, you know, very powerful technologies, like Gemini and Alphafold.”

Cleo Abram

64,840 görüntüleme • 4 ay önce

Mira Murati says the outcome of frontier AI is not predestined: "Predicting a dystopia or a utopia, to me, feels very simplified because the truth is we actually have a lot of agency in how we build this technology, in the tools that we're building, how we're deploying it." "There are certainly those risks. We all understand the potential for greatness that comes with building frontier AI systems, and that's why we're working on them." "Where I might disagree or take a different path is that I think we have a lot of agency. This period of time where both humans and AI systems have their hands on the wheel, and we can collaborate, it's a very important time to get right." Mira Murati at Bloomberg Tech live with Emily Chang

Mira Murati says the outcome of frontier AI is not predestined: "Predicting a dystopia or a utopia, to me, feels very simplified because the truth is we actually have a lot of agency in how we build this technology, in the tools that we're building, how we're deploying it." "There are certainly those risks. We all understand the potential for greatness that comes with building frontier AI systems, and that's why we're working on them." "Where I might disagree or take a different path is that I think we have a lot of agency. This period of time where both humans and AI systems have their hands on the wheel, and we can collaborate, it's a very important time to get right." Mira Murati at Bloomberg Tech live with Emily Chang

a16z

120,288 görüntüleme • 2 ay önce