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Larry Ellison just explained why Tesla's AI has to work completely differently from every other AI system on earth: "If you're driving cars, things happen very fast. If something happens, you might be required to respond in a microsecond. You have to see it, understand what's going on, and...

49,275 次观看 • 1 个月前 •via X (Twitter)

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I got to ask Jensen a question today at CES 2026. Question: What advice would you give to a new robotics founder for them to choose the right application space or the right idea so that they can have the most impact and most differentiation? Jensen's answer (short summary): The real strategic choice is between a horizontal play and a vertical one. Horizontal competition comes from every direction, but focusing on a specific vertical allows you to solve the hardest problems for a specific industry. Whether it’s EMS manufacturing or surgical robotics, that deep domain expertise is very beneficial. Jensen's full answer: Well, first of all, let's take a step back. As you know, NVIDIA, here we were just talking about AI factories. And that AI factory—our contribution, our chips, systems, infrastructure, which is software, and model technology. Is that right? That's kind of the NVIDIA stack. And that's an AI factory. In order to build robotic systems, you really need three different computers. You need the training computer, which I just described. And then you need another computer for doing simulation, because the robot needs to learn how to practice and be evaluated inside a virtual world that's physically precise, so that it doesn't have to do crazy stuff in the physical world while it's still learning. And so we create a virtual world that obeys the laws of physics, and I've demonstrated it several times, and that virtual world is called Omniverse. And so that's a second computer. And that computer is much more like one of our gaming computers, and the GPU that we use for that is RTX Pro. Basically an RTX. And then the third computer is the computer that goes into the robot. It's the robot brain. And that robot computer we call Orin today, and then the next generation is called Thor. And it has its own stack. So Thor has a super-fast inference stack. It runs a safety operating system, like the safety operating system we have in the car, because you want the robot to stay in its guardrails and not do things that it's not confident in doing. And so, you have your stack, and then you have your model. And the model could be fine articulation, manipulation, and locomotion, and each one of those, it could be system one and system two thinking. The technology necessary to build a robot is incredible. And so I just described for you, in order to be a robotics company, you have to have three computers. You have to understand all three stacks, and you have to build this robotic system, not to mention all the electronics and the mechanicals necessary to do it. It's incredibly hard. However, as you know, these pieces of technology independently have been coming together. Isn't that right? Which is really what happens to a new industry, is when there's enabling technology necessary for the industry itself, but it rides on the contributions of the technology advances in other industry that it doesn't have to worry about. And so the humanoid industry is riding on the work of the AI factories we're building for other mainstream stuff and other AI stuff. And our Omniverse was designed for other applications and different other digital twin capabilities. And so all this stuff is now coming together. The question is for robotics, ultimately, it comes down to a couple of different questions. Do you want to be a horizontal company, or do you want to be a vertically domain-specific company? The benefit of a horizontal company, of course, is that you less worry about the application, you more worry about the technology, and if you succeed, your scale can be quite large. However, horizontal plays are incredibly hard. Your competition comes from every single direction. Now, on domain, if you want to be domain-specific, then you're going to have to understand the particular application quite deeply. So maybe it's something to do with EMS manufacturing, assembly of these AI supercomputers. Maybe it's related to building cars in factories. Whatever the reasons are, your domain expertise—could be surgical robots—domain expertise could really be a benefit. My preference usually—and you asked, so I'll offer—my preference tends to be to go find verticals, but that's kind of my preference. Some companies, some leaders just would prefer to build horizontal capability, and that's fine, too.

The Humanoid Hub

40,043 次观看 • 6 个月前

Jensen Huang explains exactly how to make sure that AI doesn't take your job. "Your job has to be more than the task." If it is, he says there will most likely be more than enough work for you to do because AI will create more jobs than it destroys. Listen to him explain the difference between "jobs" and "tasks," and why this difference will have such a profound impact on the types of work that humans will do in an AI powered future. ---------- Joe: But don't you think there's many jobs that AI will replace if your job, particularly automation? Jensen: If your job is the task. Joe: So automation. Factory workers. Jensen: Yeah. If your job is the task, Joe: That's a lot of people. Jensen: It could be a lot of people. Yeah. But it'll probably generate, like for example, I'm super excited about the robots Elon's working on It's still a few years away. When it happens, there's a whole new industry of technicians and people will have to manufacture the robots, right? And so that job never existed. And so you're gonna have a whole industry of people taking care of, like for example, you know, all the mechanics and all the people who are building things for cars, supercharging cars, that didn't exist before cars. And now we're gonna have robots. You're gonna have robot apparels. So a whole industry. Because I want my robot to look different than your robot. ... Joe: Don't you think that will all be automated though? Jensen: No, not all of it. Joe: Don't think that'll be done by other robots Jensen: Eventually. And then there'll be something else. Joe: So you think ultimately people just adapt except if you are the task, which is a large percentage of the workforce. Jensen: If your job is just to chop vegetables, Cuisinart is gonna replace you. Joe: So people have to find meaning in other things. Jensen: Your job has to be more than the task. ---------- Link to the full conversation on YouTube below 👇

Hans C Nelson 🗽

87,374 次观看 • 7 个月前

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 次观看 • 1 年前

I just press a button… and my Tesla takes me to my destination. No stress, no constant steering, no thinking about every little turn. It just drives me safely there. And honestly, it’s hard to explain this feeling to someone who hasn’t experienced the latest software yet. It’s freakin 2026... If your car isn’t electric and can’t take you from parking lot to parking lot by itself, it's like using a flip phone with a keyboard… or riding a horse in this era. That might sound dramatic, but once you see what’s actually happening behind the scenes, it starts to make sense. When I activate Tesla’s Full Self-Driving, the car is doing far more than simple cruise control that other car companies show off... it's really funny when I see them advertise it tbh. My Tesla is literally watching the world around it with eight cameras that give it a full 360° view. All that video feeds into the onboard AI computer inside the car, which is constantly analyzing everything around it like cars, lanes, pedestrians, traffic lights, construction zones, and making decisions in real time. Tesla has millions of cars on the road, and every single one is helping train the system. Even when people are driving manually, the AI is running quietly in the background predicting what it would do in that situation. And when something unusual happens, a weird intersection, a sudden obstacle, an unexpected move from another driver, that short clip gets sent back to Tesla’s data systems. Engineers then use those clips to train the next version of the driving AI. And that updated AI then gets pushed back to every Tesla through a software update. So literally overnight, your car wakes up smarter. This is what we call the Tesla’s AI flywheel. The more cars on the road, the more data the system learns from. The more it learns, the better the driving gets. The better the driving gets, the more people use it. And that cycle just keeps spinning faster. At this point the fleet has driven billions of miles using FSD, which means the system has already experienced situations that no single human driver could ever see in a lifetime. That’s why when you press that button, the car is running a massive neural network that learned from millions of real drivers and billions of miles on real roads. And the result is something that honestly feels like the future. You literally just press a button… then you arrive at your destination. I really don't know how anyone in their right mind would choose anything other than a Tesla.

Teslaconomics

18,932 次观看 • 4 个月前