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NEWS: Rivian haș unveiled its Autonomy chip and Gen 3 Autonomy Computer, which the company says is designed to solve the needs of autonomous driving. Chip: • Mutli-chip module • TSMC 5nm • Neural engine: Rivian designed • 800+ TOPS • In-house designed software stack "RAP1 powers the company’s...

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Sawyer Merritt

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147,981 Aufrufe • vor 7 Monaten •via X (Twitter)

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NEWS: Rivian has announced its autonomy subscription, Autonomy+, launching in early 2026 and priced at $2,500 (one-time) or $50/month. Rivian Gen 3 autonomy platform will include 11 cameras, 5 radars and a front-facing LiDAR. It will be powered by RAP1, Rivian's in-house silicon. Software advancements are coming to the company’s second gen R1 vehicles in the near term with the addition of Universal Hands-Free (UHF), bringing hands-free assisted driving for extended periods: • Available on over 3.5 million miles of roads across the USA and Canada. • Capable of operating off-highway on roads with clearly painted lines. "These features have the potential to make the roads safer, address customer demand and become veritable drivers for the business. We plan to continuously improve the autonomy capabilities of its Gen 2 R1 and future R2 vehicles, with a clear trajectory including point-to-point, eyes off and personal L4."
0:25

NEWS: Rivian has announced its autonomy subscription, Autonomy+, launching in early 2026 and priced at $2,500 (one-time) or $50/month. Rivian Gen 3 autonomy platform will include 11 cameras, 5 radars and a front-facing LiDAR. It will be powered by RAP1, Rivian's in-house silicon. Software advancements are coming to the company’s second gen R1 vehicles in the near term with the addition of Universal Hands-Free (UHF), bringing hands-free assisted driving for extended periods: • Available on over 3.5 million miles of roads across the USA and Canada. • Capable of operating off-highway on roads with clearly painted lines. "These features have the potential to make the roads safer, address customer demand and become veritable drivers for the business. We plan to continuously improve the autonomy capabilities of its Gen 2 R1 and future R2 vehicles, with a clear trajectory including point-to-point, eyes off and personal L4."

Sawyer Merritt

348,032 Aufrufe • vor 7 Monaten

Our new Enhanced Highway Assist is just the beginning. RJ Scaringe rides with VP for Autonomy & AI, James Philbin, to talk about the scalable autonomy platform introduced in Gen 2 Rivian vehicles. How will Rivian get to higher levels of autonomy? It starts with a state-of-the-art, in-house, multimodal perception stack that’s trained using advanced machine learning techniques. The Rivian Autonomy Platform is architected to scale and designed to add capabilities over time. Listen as RJ and James discuss the road ahead for autonomy at Rivian:
1:29

Our new Enhanced Highway Assist is just the beginning. RJ Scaringe rides with VP for Autonomy & AI, James Philbin, to talk about the scalable autonomy platform introduced in Gen 2 Rivian vehicles. How will Rivian get to higher levels of autonomy? It starts with a state-of-the-art, in-house, multimodal perception stack that’s trained using advanced machine learning techniques. The Rivian Autonomy Platform is architected to scale and designed to add capabilities over time. Listen as RJ and James discuss the road ahead for autonomy at Rivian:

Rivian

84,860 Aufrufe • vor 1 Jahr

Rivian CEO RJ Scaringe: "The next 10 years will be the most important period in human history." The full interview: 2:45 Rivian’s big 2026 moment 4:23 The origin of Rivian 6:25 The pivot that changed Rivian 7:21 Rivian’s core mission 9:06 Obsessing over details 9:57 Why R2 matters 12:07 Cutting cost, keeping quality 15:21 One brain, thousands of decisions 18:56 Rivian’s software advantage 19:02 Autonomy and the physical world 20:28 The AI shift in self-driving 23:26 Rivian’s autonomy roadmap 25:26 Training AI from real driving 28:41 R2 as a data machine 29:45 Vision vs LiDAR 35:43 Safety and corner cases 37:35 Fewer cars or more driving? 40:03 Robotaxis vs car ownership 42:21 RJ’s robotics thesis beyond the humanoid hype 47:59 How to raise kids for an unrecognizable future 50:40 The timeline that should worry everyone
54:20

Rivian CEO RJ Scaringe: "The next 10 years will be the most important period in human history." The full interview: 2:45 Rivian’s big 2026 moment 4:23 The origin of Rivian 6:25 The pivot that changed Rivian 7:21 Rivian’s core mission 9:06 Obsessing over details 9:57 Why R2 matters 12:07 Cutting cost, keeping quality 15:21 One brain, thousands of decisions 18:56 Rivian’s software advantage 19:02 Autonomy and the physical world 20:28 The AI shift in self-driving 23:26 Rivian’s autonomy roadmap 25:26 Training AI from real driving 28:41 R2 as a data machine 29:45 Vision vs LiDAR 35:43 Safety and corner cases 37:35 Fewer cars or more driving? 40:03 Robotaxis vs car ownership 42:21 RJ’s robotics thesis beyond the humanoid hype 47:59 How to raise kids for an unrecognizable future 50:40 The timeline that should worry everyone

Matthew Berman

397,688 Aufrufe • vor 4 Monaten

$RIVN $TSLA Now I know why Tesla influencers are mad. Rivian just put a fork in the road for FSD monopoly. First initial reaction after 30 minutes of testing Rivian Universal Hands Free. In the video below, the car is doing all the work on back roads. FYI, Universal Hands Free is not equivalent to FSD yet, but point to point coming out in 2026 should put Rivian right up there. Here is the fork in the road: 1. Claim: Everyone will license FSD from Tesla. Reality: Rivian will release point to point next year. 2. Claim: Everyone is 10 years behind Tesla in autonomous driving. Reality: Rivian is only about 1.5 years behind. 3. Claim: LiDAR is too expensive. Reality: It costs around $200. 4. Claim: Multiple sensors cause confusion and delayed decision making. Reality: With early sensor fusion, there is no confusion or added complexity. 5. Claim: Tesla is the only software defined company. Reality: Rivian licenses its software to VW for $5 billion beating Tesla to it.
1:00

$RIVN $TSLA Now I know why Tesla influencers are mad. Rivian just put a fork in the road for FSD monopoly. First initial reaction after 30 minutes of testing Rivian Universal Hands Free. In the video below, the car is doing all the work on back roads. FYI, Universal Hands Free is not equivalent to FSD yet, but point to point coming out in 2026 should put Rivian right up there. Here is the fork in the road: 1. Claim: Everyone will license FSD from Tesla. Reality: Rivian will release point to point next year. 2. Claim: Everyone is 10 years behind Tesla in autonomous driving. Reality: Rivian is only about 1.5 years behind. 3. Claim: LiDAR is too expensive. Reality: It costs around $200. 4. Claim: Multiple sensors cause confusion and delayed decision making. Reality: With early sensor fusion, there is no confusion or added complexity. 5. Claim: Tesla is the only software defined company. Reality: Rivian licenses its software to VW for $5 billion beating Tesla to it.

MoreGainzs

187,818 Aufrufe • vor 6 Monaten

🚀After Years of building battle-tested autonomy for drones, we’re excited to make JETCORE-FC publicly available ! Our flagship compute module along with Flight control carrier board designed for real-time perception, autonomy, and edge AI workloads. Built around NVIDIA Jetson, JETCORE-FC powers our own drones that fly without GPS, without radio, and without compromise. Now, we’re bringing the same power to the hands of developers, researchers, and system integrators. 🔧 Plug-and-play with: High-speed interfaces for camera, LIDAR, and IMU Ruggedized I/O and low-latency networking Full support for ROS, PX4, and custom Linux pipelines Whether you’re building next-gen robotics, defense-grade UGVs, or intelligent drones, JETCORE-FC gives you the reliability and performance we trust in the field. 🛒 Get yours now → #Vecros #JETCORE #EdgeAI #NVIDIAJetson #Robotics #Autonomy #Drones #AI #GPSTech #DroneComputing #SpatialAI NVIDIA NVIDIA Robotics Rashree Besta prem sai RobuIN
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🚀After Years of building battle-tested autonomy for drones, we’re excited to make JETCORE-FC publicly available ! Our flagship compute module along with Flight control carrier board designed for real-time perception, autonomy, and edge AI workloads. Built around NVIDIA Jetson, JETCORE-FC powers our own drones that fly without GPS, without radio, and without compromise. Now, we’re bringing the same power to the hands of developers, researchers, and system integrators. 🔧 Plug-and-play with: High-speed interfaces for camera, LIDAR, and IMU Ruggedized I/O and low-latency networking Full support for ROS, PX4, and custom Linux pipelines Whether you’re building next-gen robotics, defense-grade UGVs, or intelligent drones, JETCORE-FC gives you the reliability and performance we trust in the field. 🛒 Get yours now → #Vecros #JETCORE #EdgeAI #NVIDIAJetson #Robotics #Autonomy #Drones #AI #GPSTech #DroneComputing #SpatialAI NVIDIA NVIDIA Robotics Rashree Besta prem sai RobuIN

VECROS

15,633 Aufrufe • vor 10 Monaten

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
3:12

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

X Freeze

305,109 Aufrufe • vor 8 Monaten

ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. So that chip program was in bad shape. It wasn't on the path to success and we also had the DOJO program which was also doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program to get everyone focused on the AI5 chip. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."
1:52

ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. So that chip program was in bad shape. It wasn't on the path to success and we also had the DOJO program which was also doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program to get everyone focused on the AI5 chip. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."

DogeDesigner

265,257 Aufrufe • vor 8 Monaten

ELON: TESLA FUTURE'S HINGES ON THE AI5 CHIP PROJECT "The AI5 chip, which is going to be a great chip, all of Tesla hinges on that chip. That's the chip that is going into our next generation of self-driving cars, and it's also essential for the Optimus robot. So that chip program was in bad shape. It wasn't closing because it's quite an ambitious chip design, and it really wasn't on a path to success. And then we also had the Dojo program, which was doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program, which is to get everyone focused on the AI5 chip, which is essential. Continue to use NVIDIA for training, but we need the AI5 inference chip, which is a very powerful chip, but it's also a very low-power chip. So it doesn't use a lot of power. Its performance per watt is extremely good. I think it's probably going to be at least 2 to 4 times better than NVIDIA performance per watt at the inference level in the car and the robot. And I don't know, 10% of the cost of an NVIDIA chip, something like that. So these are very important numbers to achieve." Source: Elon Musk, Baron Capital, Ron Baron, Tesla
2:09

ELON: TESLA FUTURE'S HINGES ON THE AI5 CHIP PROJECT "The AI5 chip, which is going to be a great chip, all of Tesla hinges on that chip. That's the chip that is going into our next generation of self-driving cars, and it's also essential for the Optimus robot. So that chip program was in bad shape. It wasn't closing because it's quite an ambitious chip design, and it really wasn't on a path to success. And then we also had the Dojo program, which was doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program, which is to get everyone focused on the AI5 chip, which is essential. Continue to use NVIDIA for training, but we need the AI5 inference chip, which is a very powerful chip, but it's also a very low-power chip. So it doesn't use a lot of power. Its performance per watt is extremely good. I think it's probably going to be at least 2 to 4 times better than NVIDIA performance per watt at the inference level in the car and the robot. And I don't know, 10% of the cost of an NVIDIA chip, something like that. So these are very important numbers to achieve." Source: Elon Musk, Baron Capital, Ron Baron, Tesla

Mario Nawfal

225,142 Aufrufe • vor 8 Monaten

This is where I have to share my raw feelings about Rivian software currently on R1. The software experience they have created is good. It’s their own, with their software stack that they control. With that said, we have to stop making excuses for longstanding bugs. Like Quinn Nelson had posted about long ago, having to do multiple Resets, logins and out to get core functionality to work is not the experience we should be having. I know Rivian and Wassym do not want this. I also know they are working on R2 stuff as well. As a person who has spent real money on 4 Rivian’s with 3 R2 reservation between me and hubby, we are huge fans. Have helped many become Rivian owners as well. But the long outstanding bugs are starting to boil over. It’s dragging the software reliability down. Apple Music has been in Rivian vehicles for just about 2 years now. We are past the stage of it being “new”. Spatial Audio is a key music feature, and for me, and plenty of others, you have to turn that off sometimes just to get music to play. I shouldn’t have to do that. Plus, you can’t change that feature while the vehicle is in drive. So then you have to pull over and fiddle with it just to get it work and sometimes it doesn’t. Rivian assistant can’t do it either. Among other issues, like HVAC preconditioning, unstable cabin temps, GPS locking issues, profile switching not getting right or switching profile after the driver has gotten in, mobile app live activities not functioning properly, and more. The live activities is important, because we don’t have a notification for charging start stop/complete except for charging complete on DCFC, so on a level 2 charger, I don’t know if there is an issue with charging if the live activities don’t appear. Same for HVAC if it’s not showing up I have to keep opening the app to check to see what the temperature is. If you aren’t going to push me a notification that the cabin is at the temp I selected in favor of the live activities, then the live activities has to work. I could go on, but I really love my Rivian. I love the brand, I love what they want to do. And I think R2 is going to change the market for most things, but I want their focus to be on software and stability. Focus on polish, focus on features that many people want, don’t over complicate those things. Example, valet mode should be here by now that locks down speed acceleration and access to certain parts of the vehicle. Basic Pin to drive, not the multi factors drive one that depends on your phone and vehicle having an internet connection. Speedy, clean, stable software is always a win. I know Wassym Bensaid and plenty of others at Rivian can do this. We have seen it before and seen what they can do. The YouTube app is by far the best app they have added. I haven’t had any issues with it. It’s responsive, and works. Everything needs to work like that across the board. Please guy let me help in anyway I can, I just want the best for you and the community and customers. Let’s focus on that. I know some will see this as a complete complaining post but it’s not. It’s a plead to make the experience better for everyone and making the Rivian software the best software it can be.
12:47

This is where I have to share my raw feelings about Rivian software currently on R1. The software experience they have created is good. It’s their own, with their software stack that they control. With that said, we have to stop making excuses for longstanding bugs. Like Quinn Nelson had posted about long ago, having to do multiple Resets, logins and out to get core functionality to work is not the experience we should be having. I know Rivian and Wassym do not want this. I also know they are working on R2 stuff as well. As a person who has spent real money on 4 Rivian’s with 3 R2 reservation between me and hubby, we are huge fans. Have helped many become Rivian owners as well. But the long outstanding bugs are starting to boil over. It’s dragging the software reliability down. Apple Music has been in Rivian vehicles for just about 2 years now. We are past the stage of it being “new”. Spatial Audio is a key music feature, and for me, and plenty of others, you have to turn that off sometimes just to get music to play. I shouldn’t have to do that. Plus, you can’t change that feature while the vehicle is in drive. So then you have to pull over and fiddle with it just to get it work and sometimes it doesn’t. Rivian assistant can’t do it either. Among other issues, like HVAC preconditioning, unstable cabin temps, GPS locking issues, profile switching not getting right or switching profile after the driver has gotten in, mobile app live activities not functioning properly, and more. The live activities is important, because we don’t have a notification for charging start stop/complete except for charging complete on DCFC, so on a level 2 charger, I don’t know if there is an issue with charging if the live activities don’t appear. Same for HVAC if it’s not showing up I have to keep opening the app to check to see what the temperature is. If you aren’t going to push me a notification that the cabin is at the temp I selected in favor of the live activities, then the live activities has to work. I could go on, but I really love my Rivian. I love the brand, I love what they want to do. And I think R2 is going to change the market for most things, but I want their focus to be on software and stability. Focus on polish, focus on features that many people want, don’t over complicate those things. Example, valet mode should be here by now that locks down speed acceleration and access to certain parts of the vehicle. Basic Pin to drive, not the multi factors drive one that depends on your phone and vehicle having an internet connection. Speedy, clean, stable software is always a win. I know Wassym Bensaid and plenty of others at Rivian can do this. We have seen it before and seen what they can do. The YouTube app is by far the best app they have added. I haven’t had any issues with it. It’s responsive, and works. Everything needs to work like that across the board. Please guy let me help in anyway I can, I just want the best for you and the community and customers. Let’s focus on that. I know some will see this as a complete complaining post but it’s not. It’s a plead to make the experience better for everyone and making the Rivian software the best software it can be.

Tyrone Holland🚀🧑🏽‍💻

50,893 Aufrufe • vor 1 Monat

Doubling down on my $RIVN Investment! Here are all the reasons why: • Founder RJ (RJ Scaringe), an MIT grad, is brilliant, hands-on, and laser-focused on Rivian (not building 7 different companies) • Rivian is the ONLY other company (besides $TSLA) that has already built a full EV stack: - cutting-edge software - top-tier manufacturing - in-house battery tech - in-house electronics & FSD/AI hardware - in-house top-tier AI and full self driving team - in-house fast-charging network (similar to Tesla super chargers) • Rivian is the ONLY other company that is shipping an 8-camera surround view and powerful onboard computer for FSD in EVERY vehicle. They can collect enormous amounts of real-world video (2nd only to Tesla) to train their AI. Can’t believe no traditional car maker is doing this yet! • Rivian’s FSD/AI team is led by top talent making rapid progress on FSD using latest AI neural net techniques, similar to Tesla’s FSD v12+. • Rivian’s R1 Truck and SUV are both highly rated and loved by customers • Rivian’s Delivery van is a unique offering that is also loved by customers • Rivan’s R2 vehicle (to be launched in 2026) is intended to be high-volume and will likely be a great alternative to the Model Y and drive the company to profitability (note that it doesn't need to beat Model Y...the shift is from gas-cars to EVs). • Rivian’s $5.8B parnership with VW proves that Rivian is FAR ahead in software/tech/electronics than any other traditional car company (remember VW is the world’s largest car manufacturer and they still need Rivian’s help for EVs!) • Rivan’s ~$13 Billion market cap is RIDICULOUSLY LOW for a company that is as accomplished with real-world products that customers love. That said, there are RISKS with Rivian: • Scaling & production challenges could delay Rivian’s progress • They are still losing A LOT of money every quarter and if progress to profitability takes too long, they could run out of money and be forced to raise money at unfavorable terms. But if Rivian becomes a viable and profitable company, in say 5 years from now, producing 500K+ vehicles, it could easily have a $200 Billion valuation (less than 1/7th or 15% of $TSLA’s valuation TODAY!) That’s roughly a 1,500% potential upside, with just a 100% downside, making this bet well worth it for me, even if the probability of success is less than 50/50. So that's why I’m doubling down on $RIVN. 🚀
8:19

Doubling down on my $RIVN Investment! Here are all the reasons why: • Founder RJ (RJ Scaringe), an MIT grad, is brilliant, hands-on, and laser-focused on Rivian (not building 7 different companies) • Rivian is the ONLY other company (besides $TSLA) that has already built a full EV stack: - cutting-edge software - top-tier manufacturing - in-house battery tech - in-house electronics & FSD/AI hardware - in-house top-tier AI and full self driving team - in-house fast-charging network (similar to Tesla super chargers) • Rivian is the ONLY other company that is shipping an 8-camera surround view and powerful onboard computer for FSD in EVERY vehicle. They can collect enormous amounts of real-world video (2nd only to Tesla) to train their AI. Can’t believe no traditional car maker is doing this yet! • Rivian’s FSD/AI team is led by top talent making rapid progress on FSD using latest AI neural net techniques, similar to Tesla’s FSD v12+. • Rivian’s R1 Truck and SUV are both highly rated and loved by customers • Rivian’s Delivery van is a unique offering that is also loved by customers • Rivan’s R2 vehicle (to be launched in 2026) is intended to be high-volume and will likely be a great alternative to the Model Y and drive the company to profitability (note that it doesn't need to beat Model Y...the shift is from gas-cars to EVs). • Rivian’s $5.8B parnership with VW proves that Rivian is FAR ahead in software/tech/electronics than any other traditional car company (remember VW is the world’s largest car manufacturer and they still need Rivian’s help for EVs!) • Rivan’s ~$13 Billion market cap is RIDICULOUSLY LOW for a company that is as accomplished with real-world products that customers love. That said, there are RISKS with Rivian: • Scaling & production challenges could delay Rivian’s progress • They are still losing A LOT of money every quarter and if progress to profitability takes too long, they could run out of money and be forced to raise money at unfavorable terms. But if Rivian becomes a viable and profitable company, in say 5 years from now, producing 500K+ vehicles, it could easily have a $200 Billion valuation (less than 1/7th or 15% of $TSLA’s valuation TODAY!) That’s roughly a 1,500% potential upside, with just a 100% downside, making this bet well worth it for me, even if the probability of success is less than 50/50. So that's why I’m doubling down on $RIVN. 🚀

Hamid

93,818 Aufrufe • vor 1 Jahr

David Ulevitch on how AI is transforming energy, defense, and logistics: "If you start at the most fundamental level, energy—we have an insatiable thirst for energy in this country, and AI compute is driving a huge amount of it." "AI compute will then power lots of things. It's not just going to power ChatGPT, but it's going to power autonomy systems, all kinds of other language models, and all other kinds of use cases." "If you look at defense, computer vision is transforming the battlefield." "Then you see AI transforming logistics... flight operations and planning using AI, so you can have the most efficient flight planning, save the most amount of fuel, and make sure that the least amount of flights get canceled." David Ulevitch 🇺🇸 on sourcery
3:30

David Ulevitch on how AI is transforming energy, defense, and logistics: "If you start at the most fundamental level, energy—we have an insatiable thirst for energy in this country, and AI compute is driving a huge amount of it." "AI compute will then power lots of things. It's not just going to power ChatGPT, but it's going to power autonomy systems, all kinds of other language models, and all other kinds of use cases." "If you look at defense, computer vision is transforming the battlefield." "Then you see AI transforming logistics... flight operations and planning using AI, so you can have the most efficient flight planning, save the most amount of fuel, and make sure that the least amount of flights get canceled." David Ulevitch 🇺🇸 on sourcery

a16z

17,567 Aufrufe • vor 5 Monaten

I HIGHLY recommend watching (or rewatching) the Former Head of Tesla AI Andrej Karpathy brilliantly explain how Tesla’s Vision approach is the answer to Wide-Scale Global Autonomy on Lex Fridman’s Podcast. Quick Summary: • Extra sensors add cost to the system, and more importantly complexity. They make the software task harder, and increase the cost of all the data pipelines. They add risk and complexity to the supply chain and manufacturing. • Vision is necessary to the task (which almost all agree on) and it should also be sufficient as well. If it is sufficient, the cost of extra sensors and tools outweighs their benefit. • Sensors change as parts change or become available and unavailable. They must be maintained and software adapted to these changes. They must also be calibrated to make fusion work properly. • Having a fleet gathering more data is more important than having more sensors. • Using LiDAR can actually be a liability. • Having to process LIDAR and radar produces a lot of bloat in the code and data pipelines. Andrej predicts other companies will also drop these sensors in time. • Mapping the world and keeping it up to date is much too expensive. You won’t change the world with this limitation, you need to focus on vision which is the most important. The roads are designed to be interpreted with vision.
6:26

I HIGHLY recommend watching (or rewatching) the Former Head of Tesla AI Andrej Karpathy brilliantly explain how Tesla’s Vision approach is the answer to Wide-Scale Global Autonomy on Lex Fridman’s Podcast. Quick Summary: • Extra sensors add cost to the system, and more importantly complexity. They make the software task harder, and increase the cost of all the data pipelines. They add risk and complexity to the supply chain and manufacturing. • Vision is necessary to the task (which almost all agree on) and it should also be sufficient as well. If it is sufficient, the cost of extra sensors and tools outweighs their benefit. • Sensors change as parts change or become available and unavailable. They must be maintained and software adapted to these changes. They must also be calibrated to make fusion work properly. • Having a fleet gathering more data is more important than having more sensors. • Using LiDAR can actually be a liability. • Having to process LIDAR and radar produces a lot of bloat in the code and data pipelines. Andrej predicts other companies will also drop these sensors in time. • Mapping the world and keeping it up to date is much too expensive. You won’t change the world with this limitation, you need to focus on vision which is the most important. The roads are designed to be interpreted with vision.

Nic Cruz Patane

234,729 Aufrufe • vor 10 Monaten

Elon Musk in a new interview this morning on Tesla FSD: "In terms of having self-driving be ubiquitous, I think we’re making steady progress. The Tesla Full Self-Driving software, which is really just AI and cameras, we don’t use radars or LIDAR or anything like that. It’s really trying to drive the car in the same way that a human drives the car, primarily with vision and with a biological neural net. We take the same approach with our vehicles, which is a digital neural net and cameras. I expect this approach to ultimately be at least an order of magnitude safer than humans driving. It is quite magical because the car feels like it is sentient. It actually feels like it’s alive and you can actually, as we improve the software, feel the sentience growing in the car. We already have some vehicles operating with no people inside with no safety monitors in three cities in Texas and probably will be widespread in the US by the end of this year and hopefully in Israel too" Tesla FSD is beginning to feel more and more sentient with each update, it’s incredible. All without the use of Radar or LiDAR. It’s all about the 🧠.
1:47

Elon Musk in a new interview this morning on Tesla FSD: "In terms of having self-driving be ubiquitous, I think we’re making steady progress. The Tesla Full Self-Driving software, which is really just AI and cameras, we don’t use radars or LIDAR or anything like that. It’s really trying to drive the car in the same way that a human drives the car, primarily with vision and with a biological neural net. We take the same approach with our vehicles, which is a digital neural net and cameras. I expect this approach to ultimately be at least an order of magnitude safer than humans driving. It is quite magical because the car feels like it is sentient. It actually feels like it’s alive and you can actually, as we improve the software, feel the sentience growing in the car. We already have some vehicles operating with no people inside with no safety monitors in three cities in Texas and probably will be widespread in the US by the end of this year and hopefully in Israel too" Tesla FSD is beginning to feel more and more sentient with each update, it’s incredible. All without the use of Radar or LiDAR. It’s all about the 🧠.

Nic Cruz Patane

104,146 Aufrufe • vor 1 Monat

We have recently launched the first “DEEP” underwater drone system in a demonstration mission that marked a significant milestone for our Group in the field of underwater technology. DEEP is designed for the protection, development, and maintenance of critical infrastructure and port areas, while also performing monitoring and environmental protection activities. Thanks to a network of underwater sensors for early warning, a Command and Control Center for real-time operational management, a team of autonomous underwater vehicles capable of conducting missions at different levels of autonomy, cooperation, and coordination, and an Al-based system dedicated to data analysis and processing, we bring on board a dual-purpose and versatile technology able to operate efficiently in diverse contexts. Watch some highlights from DEEP’s missions 👇
0:25

We have recently launched the first “DEEP” underwater drone system in a demonstration mission that marked a significant milestone for our Group in the field of underwater technology. DEEP is designed for the protection, development, and maintenance of critical infrastructure and port areas, while also performing monitoring and environmental protection activities. Thanks to a network of underwater sensors for early warning, a Command and Control Center for real-time operational management, a team of autonomous underwater vehicles capable of conducting missions at different levels of autonomy, cooperation, and coordination, and an Al-based system dedicated to data analysis and processing, we bring on board a dual-purpose and versatile technology able to operate efficiently in diverse contexts. Watch some highlights from DEEP’s missions 👇

Fincantieri

5,294,212 Aufrufe • vor 8 Monaten

I’m really proud of the results Wayve released today. 📊 For the first time we share quantitative results of our global generalisation journey. What did we learn? 💡 Over our first 8-weeks training in the US, our AI has rapidly adapted to its unique driving environment with just 500 hours worth of incremental US-specific training data, on top of our large scale foundation model's learning. What’s more, we just launched in Germany and first results are already 3x better — generalisation just keeps improving with new data. It is clear to me the future of autonomy will be unlocked by Embodied AI capable of generalising to new countries, vehicles and able to safely navigate challenging edge cases it has never seen before during training. Now we’re excited to kick things up a gear and work with the world’s leading automotive manufacturers to collect the data necessary to validate this technology and deploy it in consumer vehicles worldwide. Embodied AI is a generational opportunity and the pace of progress I'm seeing is incredible. We're building the strongest team in AI for automated driving. If you're excited about this mission, join us!
1:10

I’m really proud of the results Wayve released today. 📊 For the first time we share quantitative results of our global generalisation journey. What did we learn? 💡 Over our first 8-weeks training in the US, our AI has rapidly adapted to its unique driving environment with just 500 hours worth of incremental US-specific training data, on top of our large scale foundation model's learning. What’s more, we just launched in Germany and first results are already 3x better — generalisation just keeps improving with new data. It is clear to me the future of autonomy will be unlocked by Embodied AI capable of generalising to new countries, vehicles and able to safely navigate challenging edge cases it has never seen before during training. Now we’re excited to kick things up a gear and work with the world’s leading automotive manufacturers to collect the data necessary to validate this technology and deploy it in consumer vehicles worldwide. Embodied AI is a generational opportunity and the pace of progress I'm seeing is incredible. We're building the strongest team in AI for automated driving. If you're excited about this mission, join us!

Alex Kendall

21,933 Aufrufe • vor 1 Jahr

Rivian CEO RJ Scaringe in new interview on self-driving: "Tesla's got a huge fleet. So our approach is we have to catch up with them and compete. And so we're going to have more cameras with better dynamic range. We're going to supplement that with LiDAR that provides better safety for edge case conditions and allows us to train the vision models faster. And the incremental cost to do that is relatively small. And in fact any of the incremental costs that would have been there on its own is offset by the fact that we brought inference in house and reduced the cost of our inference platform so dramatically from what we have in your car. Your car uses an Nvidia inference platform. I say all this because in like the infinite long-term you know, you could make the case that once the models are very very robust you could have less cameras or you may be able to get away with less radar. It's not clear yet if that's the case for covering all these corner cases."
3:06

Rivian CEO RJ Scaringe in new interview on self-driving: "Tesla's got a huge fleet. So our approach is we have to catch up with them and compete. And so we're going to have more cameras with better dynamic range. We're going to supplement that with LiDAR that provides better safety for edge case conditions and allows us to train the vision models faster. And the incremental cost to do that is relatively small. And in fact any of the incremental costs that would have been there on its own is offset by the fact that we brought inference in house and reduced the cost of our inference platform so dramatically from what we have in your car. Your car uses an Nvidia inference platform. I say all this because in like the infinite long-term you know, you could make the case that once the models are very very robust you could have less cameras or you may be able to get away with less radar. It's not clear yet if that's the case for covering all these corner cases."

Sawyer Merritt

449,694 Aufrufe • vor 4 Monaten

When I buy stocks like $RIVN, I have no idea what the stock price will do in the short term. The reason I buy them is because the story and execution of the company just keeps getting better and the stock price goes the opposite direction (down). The combination of those two things is what makes a stock super attractive to me. Then suddenly, the market wakes up - in Rivian's case, it might be realizing "wait a second, you're telling me that Rivian is on the verge of having Autonomous cars, has 3 vehicles customers love, is about to release a 4th vehicle that's high-volume and could play a role in RoboTaxis? No way that's just a $20 Billion company!" YEP! It's hard to believe. I never know when the market wisens up to the story, but I've seen it play out over and over again for me. From $TSLA (in 2019) to $META (2022), $NFLX (2022), $UBER (2022), $RKLB (2023), $HOOD (2022) and others...my portfolio has always been built from stocks that were getting hammered while the fundamental story & execution was getting better...then suddenly the market wakes up. Today, Rivian is in that boat. The story just keeps getting better. Execution is 💯! Autonomy day is Dec 11th and R2 Release is coming in the first half of 2026.
1:10

When I buy stocks like $RIVN, I have no idea what the stock price will do in the short term. The reason I buy them is because the story and execution of the company just keeps getting better and the stock price goes the opposite direction (down). The combination of those two things is what makes a stock super attractive to me. Then suddenly, the market wakes up - in Rivian's case, it might be realizing "wait a second, you're telling me that Rivian is on the verge of having Autonomous cars, has 3 vehicles customers love, is about to release a 4th vehicle that's high-volume and could play a role in RoboTaxis? No way that's just a $20 Billion company!" YEP! It's hard to believe. I never know when the market wisens up to the story, but I've seen it play out over and over again for me. From $TSLA (in 2019) to $META (2022), $NFLX (2022), $UBER (2022), $RKLB (2023), $HOOD (2022) and others...my portfolio has always been built from stocks that were getting hammered while the fundamental story & execution was getting better...then suddenly the market wakes up. Today, Rivian is in that boat. The story just keeps getting better. Execution is 💯! Autonomy day is Dec 11th and R2 Release is coming in the first half of 2026.

Hamid

13,273 Aufrufe • vor 8 Monaten

NEWS: NVIDIA just announced Alpamayo, what CEO Jensen Huang calls the world’s first thinking, reasoning autonomous vehicle AI, launching on U.S. roads later this year, starting with the Mercedes CLA. Jensen: "It's trained end-to-end. Literally from camera in to actuation out; It reasons what action it is about to take, the reason by which is came about that action, and the trajectory." Alpamayo introduces Vision-Language-Action (VLA) models, which enable self-driving systems to interpret what they see, reason about complex driving scenarios, and generate driving actions. The platform includes large reasoning models, simulation tools for testing rare and edge-case scenarios, and open datasets for training and validation. NVIDIA says the approach improves transparency, safety, and robustness in autonomous systems, particularly in complex real-world environments, and supports progress toward higher levels of vehicle autonomy: "With a 10-billion-parameter architecture, Alpamayo 1 uses video input to generate trajectories alongside reasoning traces, showing the logic behind each decision. Developers can adapt Alpamayo 1 into smaller runtime models for vehicle development, or use it as a foundation for AV development tools such as reasoning-based evaluators and auto-labeling systems. Alpamayo 1 provides open model weights and open-source inferencing scripts. Future models in the family will feature larger parameter counts, more detailed reasoning capabilities, more input and output flexibility, and options for commercial usage."
2:41

NEWS: NVIDIA just announced Alpamayo, what CEO Jensen Huang calls the world’s first thinking, reasoning autonomous vehicle AI, launching on U.S. roads later this year, starting with the Mercedes CLA. Jensen: "It's trained end-to-end. Literally from camera in to actuation out; It reasons what action it is about to take, the reason by which is came about that action, and the trajectory." Alpamayo introduces Vision-Language-Action (VLA) models, which enable self-driving systems to interpret what they see, reason about complex driving scenarios, and generate driving actions. The platform includes large reasoning models, simulation tools for testing rare and edge-case scenarios, and open datasets for training and validation. NVIDIA says the approach improves transparency, safety, and robustness in autonomous systems, particularly in complex real-world environments, and supports progress toward higher levels of vehicle autonomy: "With a 10-billion-parameter architecture, Alpamayo 1 uses video input to generate trajectories alongside reasoning traces, showing the logic behind each decision. Developers can adapt Alpamayo 1 into smaller runtime models for vehicle development, or use it as a foundation for AV development tools such as reasoning-based evaluators and auto-labeling systems. Alpamayo 1 provides open model weights and open-source inferencing scripts. Future models in the family will feature larger parameter counts, more detailed reasoning capabilities, more input and output flexibility, and options for commercial usage."

Sawyer Merritt

1,603,406 Aufrufe • vor 6 Monaten

On Friday, I hosted a Space with Jonathan Ross, the founder and CEO of Groq Inc - a company I invested in that is building custom chips for AI inference. Jonathan, a former high-school dropout, entered the chip industry while working on ad optimization at Google’s New York office. Jonathan overheard the speech recognition team complaining that they couldn't get enough compute. These were the early days of AI, and machine learning wasn’t really a thing yet. So he asked for some budget from Google and started putting together a chip-based machine learning accelerator for them. During the day, Jonathan would work in the normal ads part of the business, and at night, he would work with the accelerator team. After winning approval from Google, Jonathan and his team built a new chip called the Tensor Processing Unit, and began deploying it across Google’s data centers within a year. The TPU was a huge success within Google, eventually underpinning more than 50% of all of Google’s compute power. When the other hyper-scalers learned of this success, they tried to hire Jonathan to build custom chips for them too. During this process, it became increasingly clear to Jonathan that a gap would emerge between companies that had access to next-gen compute and companies that didn’t. So he founded Groq and set out to build a chip that would be available to everyone. I led Groq’s founding investment in 2016, and since then, Jonathan and his team have developed several types of AI hardware including the Language Processing Unit (LPU), a new type of silicon that is hyper-efficient at running inference for LLMs. In our conversation on Friday, we discussed the founding story of Groq, what you need for great AI hardware, large language models, and some of the implications for the key players in AI. It’s one of the most interesting conversations I’ve had on AI with a lot of learnings. You can listen to our conversation below:
1:01:35

On Friday, I hosted a Space with Jonathan Ross, the founder and CEO of Groq Inc - a company I invested in that is building custom chips for AI inference. Jonathan, a former high-school dropout, entered the chip industry while working on ad optimization at Google’s New York office. Jonathan overheard the speech recognition team complaining that they couldn't get enough compute. These were the early days of AI, and machine learning wasn’t really a thing yet. So he asked for some budget from Google and started putting together a chip-based machine learning accelerator for them. During the day, Jonathan would work in the normal ads part of the business, and at night, he would work with the accelerator team. After winning approval from Google, Jonathan and his team built a new chip called the Tensor Processing Unit, and began deploying it across Google’s data centers within a year. The TPU was a huge success within Google, eventually underpinning more than 50% of all of Google’s compute power. When the other hyper-scalers learned of this success, they tried to hire Jonathan to build custom chips for them too. During this process, it became increasingly clear to Jonathan that a gap would emerge between companies that had access to next-gen compute and companies that didn’t. So he founded Groq and set out to build a chip that would be available to everyone. I led Groq’s founding investment in 2016, and since then, Jonathan and his team have developed several types of AI hardware including the Language Processing Unit (LPU), a new type of silicon that is hyper-efficient at running inference for LLMs. In our conversation on Friday, we discussed the founding story of Groq, what you need for great AI hardware, large language models, and some of the implications for the key players in AI. It’s one of the most interesting conversations I’ve had on AI with a lot of learnings. You can listen to our conversation below:

Chamath Palihapitiya

326,663 Aufrufe • vor 2 Jahren