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This is why Elon is singular. He has recently spent many weekends working with the AI5 chip team to get the project on track. Designing this chip requires deep knowledge of leading edge process node chip design and leading edge AI algorithms, neither of which Elon has deep experience... show more

Phil Trubey

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135,536 views • 9 months ago •via X (Twitter)

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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

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 views • 9 months ago

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."

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 views • 9 months ago

ELON: TESLA'S AI5 CHIP IS THE SILICON VERSION OF “LESS IS MORE” "The AI5 chip will be 40 times better than the AI4 chip – not 40%, 40 times. We have a detailed understanding of the entire software and hardware stack. We are designing the hardware to address all of the pain points in software. We know what the chip needs to do, and we know, just as importantly, what the chip doesn’t need to do. A long list of deletions that are very important. As a result of these deletions, we can actually fit AI5 in a half reticle with a good margin for the traces from the memory to the Tesla chip accelerators, the ARM CPU cores, and the PCI blocks. This is a beautiful chip." Source: Elon Musk, Tesla Podcast, October 22, 2025

ELON: TESLA'S AI5 CHIP IS THE SILICON VERSION OF “LESS IS MORE” "The AI5 chip will be 40 times better than the AI4 chip – not 40%, 40 times. We have a detailed understanding of the entire software and hardware stack. We are designing the hardware to address all of the pain points in software. We know what the chip needs to do, and we know, just as importantly, what the chip doesn’t need to do. A long list of deletions that are very important. As a result of these deletions, we can actually fit AI5 in a half reticle with a good margin for the traces from the memory to the Tesla chip accelerators, the ARM CPU cores, and the PCI blocks. This is a beautiful chip." Source: Elon Musk, Tesla Podcast, October 22, 2025

Mario Nawfal

363,507 views • 9 months ago

🚨🇺🇸 CHAMATH: ELON’S AI5 CHIP IS 40X BETTER THAN AI4 — A BEAUTIFUL DESIGN “He had these multiple efforts with Dojo and other stuff that he merged into one unit. The quote is incredible: ‘We’re going to focus TSMC and Samsung on AI5.’ By some metrics, it’ll be 40x better than AI4. With AI5, they deleted the legacy GPU — it basically is a GPU. They also deleted the image signal processor. Elon said, ‘This is a beautiful chip. I poured so much life energy into this personally. It’ll be a real winner.’” Source: Chamath Palihapitiya The All-In Podcast

🚨🇺🇸 CHAMATH: ELON’S AI5 CHIP IS 40X BETTER THAN AI4 — A BEAUTIFUL DESIGN “He had these multiple efforts with Dojo and other stuff that he merged into one unit. The quote is incredible: ‘We’re going to focus TSMC and Samsung on AI5.’ By some metrics, it’ll be 40x better than AI4. With AI5, they deleted the legacy GPU — it basically is a GPU. They also deleted the image signal processor. Elon said, ‘This is a beautiful chip. I poured so much life energy into this personally. It’ll be a real winner.’” Source: Chamath Palihapitiya The All-In Podcast

Mario Nawfal

1,016,192 views • 10 months ago

Elon Musk: At Tesla, we basically had two different chip programs: one Dojo and one. Dojo on the training side, and then what we call AI4, it's just our inference chip The AI4 is what's currently shipping in all vehicles, and we're finalizing the design of AI5, which will be an immense jump from AI4. By some metrics, the improvement in AI5 will be 40 times better than AI4. So not 40%, 40 times This is because we work so closely at a very fine-grained level on the AI software and the AI hardware. So we know exactly where the limiting factors are. And so effectively the AI hardware and software teams are co-designing the chip Compared to the worst limitation on AI4, which is running the SoftMax operation, we currently have to run SoftMax in around 40 steps in emulation mode, whereas that'll just be done in a few steps natively in AI5 AI5 will also be able to easily handle mixed precision models, so you don't have it, it'll dynamically handle mixed precision. There's a bunch of sort of technical stuff that AI5 will do a lot better In terms of nominal raw compute, it's eight times more compute, about nine times more memory, and roughly five times more memory bandwidth But because we're addressing some core limitations in AI4, you multiply that 8x compute improvement by another 5x improvement because of optimization at a very fine-grained silicon level of things that are currently suboptimal in AI4, that's where you get the 40x improvement

Elon Musk: At Tesla, we basically had two different chip programs: one Dojo and one. Dojo on the training side, and then what we call AI4, it's just our inference chip The AI4 is what's currently shipping in all vehicles, and we're finalizing the design of AI5, which will be an immense jump from AI4. By some metrics, the improvement in AI5 will be 40 times better than AI4. So not 40%, 40 times This is because we work so closely at a very fine-grained level on the AI software and the AI hardware. So we know exactly where the limiting factors are. And so effectively the AI hardware and software teams are co-designing the chip Compared to the worst limitation on AI4, which is running the SoftMax operation, we currently have to run SoftMax in around 40 steps in emulation mode, whereas that'll just be done in a few steps natively in AI5 AI5 will also be able to easily handle mixed precision models, so you don't have it, it'll dynamically handle mixed precision. There's a bunch of sort of technical stuff that AI5 will do a lot better In terms of nominal raw compute, it's eight times more compute, about nine times more memory, and roughly five times more memory bandwidth But because we're addressing some core limitations in AI4, you multiply that 8x compute improvement by another 5x improvement because of optimization at a very fine-grained silicon level of things that are currently suboptimal in AI4, that's where you get the 40x improvement

X Freeze

21,224,339 views • 9 months ago

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

X Freeze

305,109 views • 9 months ago

ELON: TESLA'S PEDAL TO THE METAL ON AI5 & AI6 "Tesla's pedal to the metal max production is to get Tesla AI5 chip design into production and then reaching scale, that'll probably happen around the second quarter of next year. AI6 would hopefully follow less than a year later. We've secured all the chip fab production that we can using TSMC Taiwan, Samsung Korea, TSMC Arizona, Samsung Texas. The limiting factor once you can get to space is chips, but the limiting factor before you can get to space will be power." Source: Cheeky Pint Podcast, Elon Musk

ELON: TESLA'S PEDAL TO THE METAL ON AI5 & AI6 "Tesla's pedal to the metal max production is to get Tesla AI5 chip design into production and then reaching scale, that'll probably happen around the second quarter of next year. AI6 would hopefully follow less than a year later. We've secured all the chip fab production that we can using TSMC Taiwan, Samsung Korea, TSMC Arizona, Samsung Texas. The limiting factor once you can get to space is chips, but the limiting factor before you can get to space will be power." Source: Cheeky Pint Podcast, Elon Musk

Mario Nawfal

72,185 views • 6 months ago

Elon Musk on Tesla’s AI5 chip: At Tesla, there are two chip programs: • Dojo → training • AI4 / AI5 → inference in vehicles AI4 is what’s shipping in cars today AI5 is being finalized and it’s a massive leap By some metrics, AI5 is ~40× better than AI4 (Not 40%. 40 times.) Why the jump is so big: "This is because we work so closely at a very fine-grained level on the AI software and the AI hardware. So we know exactly where the limiting factors are. And so effectively the AI hardware and software teams are co-designing the chip" • Tesla fixes actual bottlenecks, not just adds compute • Example: SoftMax – AI4: ~40 emulation steps – AI5: a few steps natively in silicon Raw improvements: • ~8× compute • ~9× memory • ~5× memory bandwidth • Native mixed-precision handling But the real gain comes from eliminating core AI4 limitations at the silicon level, turning those raw gains into a ~40× real-world improvement This isn’t just a faster chip, it’s a fundamentally smarter one

Elon Musk on Tesla’s AI5 chip: At Tesla, there are two chip programs: • Dojo → training • AI4 / AI5 → inference in vehicles AI4 is what’s shipping in cars today AI5 is being finalized and it’s a massive leap By some metrics, AI5 is ~40× better than AI4 (Not 40%. 40 times.) Why the jump is so big: "This is because we work so closely at a very fine-grained level on the AI software and the AI hardware. So we know exactly where the limiting factors are. And so effectively the AI hardware and software teams are co-designing the chip" • Tesla fixes actual bottlenecks, not just adds compute • Example: SoftMax – AI4: ~40 emulation steps – AI5: a few steps natively in silicon Raw improvements: • ~8× compute • ~9× memory • ~5× memory bandwidth • Native mixed-precision handling But the real gain comes from eliminating core AI4 limitations at the silicon level, turning those raw gains into a ~40× real-world improvement This isn’t just a faster chip, it’s a fundamentally smarter one

X Freeze

73,645 views • 7 months ago

ELON MUSK: "We're starting off with an advanced technology fab here in Austin, and I'd like to thank Greg Abbott and the state of Texas for the support. So in the advanced technology fab, we will have all of the equipment necessary to make a chip of any kind logical memory, and we will also have all of the equipment necessary to make the masks. So in a single building, we can create a mask, make the chip, test the chip, make another mask, and have an incredibly fast recursive loop for improving the chip design. To the best of my knowledge, this doesn't exist anywhere in the world. We're really going to push the limit of physics in compute, and we're going to try a bunch of wild and crazy things, which you can do if you've got that fast iteration loop that I can't emphasize enough the importance of being able to make it, to test it and and then make and then change the design, do another one, and have that in a single building."

ELON MUSK: "We're starting off with an advanced technology fab here in Austin, and I'd like to thank Greg Abbott and the state of Texas for the support. So in the advanced technology fab, we will have all of the equipment necessary to make a chip of any kind logical memory, and we will also have all of the equipment necessary to make the masks. So in a single building, we can create a mask, make the chip, test the chip, make another mask, and have an incredibly fast recursive loop for improving the chip design. To the best of my knowledge, this doesn't exist anywhere in the world. We're really going to push the limit of physics in compute, and we're going to try a bunch of wild and crazy things, which you can do if you've got that fast iteration loop that I can't emphasize enough the importance of being able to make it, to test it and and then make and then change the design, do another one, and have that in a single building."

DogeDesigner

16,954,411 views • 5 months ago

Elon Musk: Most engineering is done with people who don’t have PhDs. You don’t need a PhD for that — but you do need competent personnel. Right now, Tesla is pedal to the metal, going as fast as possible to get AI5 chip design into production, reach full scale, and secure every chip fab we possibly can. If everything goes at maximum speed, AI5 will reach production around the second quarter of next year, and then AI6 would hopefully follow less than a year later. We are using TSMC Taiwan, Samsung Korea, TSMC Arizona, and Samsung Texas — and even after securing all of that, we still don’t have enough capacity. When you ask, “What’s the timeframe to reach volume production?” the answer is: You’ve got to build the fab, start production, climb the yield curve, and reach high-yield volume production — and that takes about 5 years.

Elon Musk: Most engineering is done with people who don’t have PhDs. You don’t need a PhD for that — but you do need competent personnel. Right now, Tesla is pedal to the metal, going as fast as possible to get AI5 chip design into production, reach full scale, and secure every chip fab we possibly can. If everything goes at maximum speed, AI5 will reach production around the second quarter of next year, and then AI6 would hopefully follow less than a year later. We are using TSMC Taiwan, Samsung Korea, TSMC Arizona, and Samsung Texas — and even after securing all of that, we still don’t have enough capacity. When you ask, “What’s the timeframe to reach volume production?” the answer is: You’ve got to build the fab, start production, climb the yield curve, and reach high-yield volume production — and that takes about 5 years.

Ian Miles Cheong

92,034 views • 6 months ago

Dear Elon Musk, The young man in the video is an Iranian who lost sight in both of his eyes during the nationwide protests against the Islamic Terrorist Regime. He was shot at close range with pellets, and as a result, he has been left completely blind. He recently learnt that Neuralink is developing a chip that may one day help restore vision. With great hope, he recorded this video in the belief that someone, somewhere, might be able to help bring his plea to your attention. What was taken from him through violence, he now hopes to regain—if only partially—through the power of innovation and the work you are leading. His message is simple: he is asking for a chance. A chance at a future in which he may see again. If there is any possibility for research, future trials, guidance, or even a sign of encouragement from you or the Neuralink team, it would mean more than words can express to him, and to many others around the world who follow your breakthroughs with hope.

Dear Elon Musk, The young man in the video is an Iranian who lost sight in both of his eyes during the nationwide protests against the Islamic Terrorist Regime. He was shot at close range with pellets, and as a result, he has been left completely blind. He recently learnt that Neuralink is developing a chip that may one day help restore vision. With great hope, he recorded this video in the belief that someone, somewhere, might be able to help bring his plea to your attention. What was taken from him through violence, he now hopes to regain—if only partially—through the power of innovation and the work you are leading. His message is simple: he is asking for a chance. A chance at a future in which he may see again. If there is any possibility for research, future trials, guidance, or even a sign of encouragement from you or the Neuralink team, it would mean more than words can express to him, and to many others around the world who follow your breakthroughs with hope.

Niyak Ghorbani (نیاک)

30,335 views • 8 months ago

Marc Andreessen: Elon inspires incredible loyalty from his employees because they know he'll just sit all night with them to fix a problem. “Elon actually delegates almost everything. He's involved in the thing that is the biggest problem right now until that thing is fixed. And then, he doesn't have to be involved in it anymore, he can go focus on the next thing that's the biggest problem for that company right now. The job number one is to remove that bottleneck and get everything flowing again. I think Elon basically has universalized that concept and he basically looks at every company like it's some sort of conceptual assembly line. When he identifies the bottleneck, he goes and he talks to the line engineers who understand the technical nature of the bottleneck. If it's people on a manufacturing line, he's talking to people directly on the line. Or if that's people in a software development group, he's talking to the people actually writing the code. He's not asking the VP of Engineering to ask the Director of Engineering to ask the manager to ask the individual contributor to write a report that's to be reviewed in three weeks. He doesn't do that. He would throw them all out of the window. There's just no way he would do that. He goes and personally finds the engineer who actually has the knowledge about the thing, and then he sits in the room with that engineer and fixes the problem with them. This is why he inspires such incredible loyalty, especially from the technical people who he works with. They're like, wow, if I'm up against a problem I don't know how to solve, freaking Elon Musk is going to show up in his Gulfstream jet, and he's going to sit with me overnight in front of the keyboard or in front of the manufacturing line, and he's going to help me figure this out.” Interview of Marc Andreessen 🇺🇸 by Chris Williamson on Youtube, December 14, 2024

Marc Andreessen: Elon inspires incredible loyalty from his employees because they know he'll just sit all night with them to fix a problem. “Elon actually delegates almost everything. He's involved in the thing that is the biggest problem right now until that thing is fixed. And then, he doesn't have to be involved in it anymore, he can go focus on the next thing that's the biggest problem for that company right now. The job number one is to remove that bottleneck and get everything flowing again. I think Elon basically has universalized that concept and he basically looks at every company like it's some sort of conceptual assembly line. When he identifies the bottleneck, he goes and he talks to the line engineers who understand the technical nature of the bottleneck. If it's people on a manufacturing line, he's talking to people directly on the line. Or if that's people in a software development group, he's talking to the people actually writing the code. He's not asking the VP of Engineering to ask the Director of Engineering to ask the manager to ask the individual contributor to write a report that's to be reviewed in three weeks. He doesn't do that. He would throw them all out of the window. There's just no way he would do that. He goes and personally finds the engineer who actually has the knowledge about the thing, and then he sits in the room with that engineer and fixes the problem with them. This is why he inspires such incredible loyalty, especially from the technical people who he works with. They're like, wow, if I'm up against a problem I don't know how to solve, freaking Elon Musk is going to show up in his Gulfstream jet, and he's going to sit with me overnight in front of the keyboard or in front of the manufacturing line, and he's going to help me figure this out.” Interview of Marc Andreessen 🇺🇸 by Chris Williamson on Youtube, December 14, 2024

ELON CLIPS

193,027 views • 1 year ago

Everything Elon said about Optimus at the All-In Summit today: • We’re finalizing the design of Optimus v3. That release is going to be a very remarkable robot. It will have manual dexterity comparable to a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and will be made in very high volume. • Other robotics companies are missing those three very hard things. • I spend more mental cycles on Optimus than any other single thing. Solving real-world AI, all of the electrical-mechanical issues, the supply chain, and production challenges. • There is no supply chain for humanoid robots, so it has to be created from scratch, which requires a lot of vertical integration. None of the actuators in Optimus are available from an existing supply chain. • I think if successful, Optimus would be the biggest product ever. • The marginal cost of production, once we hit a million units per year, will probably be around $20,000. It depends on how much we spend on the AI chip in the robot, and we’ll need to achieve a lot of efficiencies in the actuators—26 actuators per arm (26 motors, gearboxes, and power electronics). The AI chip might cost $5,000 or $6,000, maybe more. At 1 million units a year, production cost will be $20,000, maybe $25,000. Price will be a function of demand. • Human hands have evolved to be incredibly sophisticated machines. Hands are a very first instrument. You can swing a baseball bat, thread a needle, play a piano or violin, and assemble a car. Hands are incredibly versatile instruments. Most of the muscles of the hands are actually in the forearm, and the hand is almost like a puppet. Human tendon evolution is incredibly good. The human hand has 27 or 28 degrees of freedom, depending on how you count it; it’s amazing. • In order to create a robot that can be a generalized humanoid, you must solve the “hands problem.” • Even though there are 10,000 to 20,000 electric motors out there, we couldn’t buy the actuators for any amount of money. We had to design every electric motor, gearbox, and controlling electronics from scratch, from first principles of physics. • Optimus is harder than developing any previous Tesla product, but not harder than Starship. • Right now, we’re struggling with the final design of the hardware, primarily the hand. The hands and forearm are the majority of the engineering difficulty of the entire robot. • If you want to do all the things that a human can do, it turns out you need a humanoid robot. If you want to do a subset, that’s much easier. Humans evolved to the shape and capability that we have for a good reason. There is value to having four fingers and a thumb; even the pinky is quite useful. Toes are much more of a question mark. • The AI5 inference chip will be 40 times better than AI4 by some measures. We know the limiting factors of the chip because the AI software and hardware teams work so closely. Effectively, the Tesla AI hardware and software teams are co-designing the chip. • The Softmax function on AI4 takes 40 steps in emulation mode, which will take only a few steps in AI5 natively. AI5 will easily handle mixed precision. • In terms of nominal raw compute, the AI5 inference chip has 8 times more compute, 9 times more memory, and 5 times more memory bandwidth compared to AI4. Because we’re addressing some core limitations and optimizations at the silicon level, we’re able to realize 40x improvements.

Everything Elon said about Optimus at the All-In Summit today: • We’re finalizing the design of Optimus v3. That release is going to be a very remarkable robot. It will have manual dexterity comparable to a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and will be made in very high volume. • Other robotics companies are missing those three very hard things. • I spend more mental cycles on Optimus than any other single thing. Solving real-world AI, all of the electrical-mechanical issues, the supply chain, and production challenges. • There is no supply chain for humanoid robots, so it has to be created from scratch, which requires a lot of vertical integration. None of the actuators in Optimus are available from an existing supply chain. • I think if successful, Optimus would be the biggest product ever. • The marginal cost of production, once we hit a million units per year, will probably be around $20,000. It depends on how much we spend on the AI chip in the robot, and we’ll need to achieve a lot of efficiencies in the actuators—26 actuators per arm (26 motors, gearboxes, and power electronics). The AI chip might cost $5,000 or $6,000, maybe more. At 1 million units a year, production cost will be $20,000, maybe $25,000. Price will be a function of demand. • Human hands have evolved to be incredibly sophisticated machines. Hands are a very first instrument. You can swing a baseball bat, thread a needle, play a piano or violin, and assemble a car. Hands are incredibly versatile instruments. Most of the muscles of the hands are actually in the forearm, and the hand is almost like a puppet. Human tendon evolution is incredibly good. The human hand has 27 or 28 degrees of freedom, depending on how you count it; it’s amazing. • In order to create a robot that can be a generalized humanoid, you must solve the “hands problem.” • Even though there are 10,000 to 20,000 electric motors out there, we couldn’t buy the actuators for any amount of money. We had to design every electric motor, gearbox, and controlling electronics from scratch, from first principles of physics. • Optimus is harder than developing any previous Tesla product, but not harder than Starship. • Right now, we’re struggling with the final design of the hardware, primarily the hand. The hands and forearm are the majority of the engineering difficulty of the entire robot. • If you want to do all the things that a human can do, it turns out you need a humanoid robot. If you want to do a subset, that’s much easier. Humans evolved to the shape and capability that we have for a good reason. There is value to having four fingers and a thumb; even the pinky is quite useful. Toes are much more of a question mark. • The AI5 inference chip will be 40 times better than AI4 by some measures. We know the limiting factors of the chip because the AI software and hardware teams work so closely. Effectively, the Tesla AI hardware and software teams are co-designing the chip. • The Softmax function on AI4 takes 40 steps in emulation mode, which will take only a few steps in AI5 natively. AI5 will easily handle mixed precision. • In terms of nominal raw compute, the AI5 inference chip has 8 times more compute, 9 times more memory, and 5 times more memory bandwidth compared to AI4. Because we’re addressing some core limitations and optimizations at the silicon level, we’re able to realize 40x improvements.

The Humanoid Hub

238,877 views • 11 months ago

Elon Musk told Ron Baron he's building a chip that will be 2 or 3 times better than NVIDIA - at 10% of the cost: "all of Tesla hinges on that chip" this is him on how he personally took control of developing a chip to compete with NVIDIA and founding OpenAI without accepting a single share "The chip program was in bad shape and wasn’t on a path to success - so I collapsed two programs into one - I have the entire physical design of the chip laid out in memory - I can visualize the whole thing" when chipmakers told him a new factory would take five years: "Five years, to me, is infinity" so Tesla may build its own $20-40 billion fab On OpenAI: "I founded it because Larry Page (ex. Google CEO) wasn’t sufficiently concerned about the dangers of AI - he called me a speciesist for favoring humanity over computers" Musk says he provided the early money, recruited the key people and secured Microsoft’s Azure support - then refused the shares: "Nonprofits are not supposed to be vehicles for self-enrichment" bookmark and watch the full conversation ↓

Elon Musk told Ron Baron he's building a chip that will be 2 or 3 times better than NVIDIA - at 10% of the cost: "all of Tesla hinges on that chip" this is him on how he personally took control of developing a chip to compete with NVIDIA and founding OpenAI without accepting a single share "The chip program was in bad shape and wasn’t on a path to success - so I collapsed two programs into one - I have the entire physical design of the chip laid out in memory - I can visualize the whole thing" when chipmakers told him a new factory would take five years: "Five years, to me, is infinity" so Tesla may build its own $20-40 billion fab On OpenAI: "I founded it because Larry Page (ex. Google CEO) wasn’t sufficiently concerned about the dangers of AI - he called me a speciesist for favoring humanity over computers" Musk says he provided the early money, recruited the key people and secured Microsoft’s Azure support - then refused the shares: "Nonprofits are not supposed to be vehicles for self-enrichment" bookmark and watch the full conversation ↓

bodila

44,852 views • 6 days ago

🚨 BULLISH ON $MU 🚨 $MU is the only U.S.-based memory chip manufacturer with leading-edge DRAM and NAND production at scale. $SPCX Elon Musk highlighted the strategic importance of domestic semiconductor manufacturing as AI demand continues to explode. 👇. He mentioned and confirmed $MU is only Memory maker in US till 2029-2030, no other company exist till next few years 🔥🤯

🚨 BULLISH ON $MU 🚨 $MU is the only U.S.-based memory chip manufacturer with leading-edge DRAM and NAND production at scale. $SPCX Elon Musk highlighted the strategic importance of domestic semiconductor manufacturing as AI demand continues to explode. 👇. He mentioned and confirmed $MU is only Memory maker in US till 2029-2030, no other company exist till next few years 🔥🤯

investing

837,965 views • 2 months ago

🚨AUDIT OPPOSITION: As CNN’s Dana Bash hyperventilates about Elon and DOGE access to personal data — — DHS Sec Noem methodically schools her on the AUTHORITY given to DOGE for AUDITS to be carried out: "Elon Musk is part of the administration that is helping us identify where we can find savings and what we can do, and he has gone through the processes to make sure that he has the authority president has appointed him." "The work that he is doing by identifying waste, fraud and abuse — And this information that he has is looking at programs, not focusing on personal data and information, not focusing on it. But he has access to it. You know, we'll be continuing to talk to him about what all he has access to. But this this audit needs to happen to make sure that we are going through a process that adds integrity back into these programs." Legacy media hates the idea of auditing the corrupt bureaucracy, and everyone knows exactly why.

🚨AUDIT OPPOSITION: As CNN’s Dana Bash hyperventilates about Elon and DOGE access to personal data — — DHS Sec Noem methodically schools her on the AUTHORITY given to DOGE for AUDITS to be carried out: "Elon Musk is part of the administration that is helping us identify where we can find savings and what we can do, and he has gone through the processes to make sure that he has the authority president has appointed him." "The work that he is doing by identifying waste, fraud and abuse — And this information that he has is looking at programs, not focusing on personal data and information, not focusing on it. But he has access to it. You know, we'll be continuing to talk to him about what all he has access to. But this this audit needs to happen to make sure that we are going through a process that adds integrity back into these programs." Legacy media hates the idea of auditing the corrupt bureaucracy, and everyone knows exactly why.

Western Lensman

1,296,477 views • 1 year ago

Ingraham: Trump announced he's lifting some export controls on Nvidia allowing the chip maker to sell some products to approved customers in China. Why are we giving anything to China? Johnson: I met with Jenson, the CEO of Nvidia and the way he explains is he has about 95% market share effectively of AI. And with the chips and everything that is involved in that, his argument is if he's not able to compete in China, their system can over take him and thus the U.S.

Ingraham: Trump announced he's lifting some export controls on Nvidia allowing the chip maker to sell some products to approved customers in China. Why are we giving anything to China? Johnson: I met with Jenson, the CEO of Nvidia and the way he explains is he has about 95% market share effectively of AI. And with the chips and everything that is involved in that, his argument is if he's not able to compete in China, their system can over take him and thus the U.S.

Acyn

133,472 views • 8 months ago

Marc Andreessen on what makes Elon impossible to compete with “I’m not aware of another CEO who operates the way he does.” Marc believes you have to go back in history to the industrialists of the late 1800s and early 1900s to find founders comparable to Elon Musk (e.g. Henry Ford, Andrew Carnegie, Thomas Watson, Andrew Mellon, Cornelius Vanderbilt). “Those guys ran very similar to the way Elon runs things… The top line thing is just this incredible devotion from the leader of the company to fully, deeply understand what the company does, to be completely knowledgeable about every aspect of it, and to be in the trenches and talking directly to the people who do the work to deeply understand the issues. And then be the lead problem solver in the organization. Basically what Elon does is he shows up every week at each of his companies, identifies the biggest problem the company’s having that week and he fixes it. He does that every week for 52 weeks in a row and then each of his companies has solved the 52 biggest problems that year.” Marc juxtaposes this process with more conventional CEOs who respond to problems with planning, meetings, and reports. The other crucial factor in Elon’s success that Marc points to is his ability to attract incredible talent: “Many of the best people in the world want to work with him because if you work with Elon the expectations are through the roof in terms of your level of performance. And he is going to know who you are and what you’ve done. He’s going to know what you’ve done this week and if you’re underperforming. And he may fire you in the meeting if you’re not carrying your weight. But if you are as committed to the company as he is, and hard working and capable, many people who have worked for him say that they had the best experience of their lives.” Marc recalls a famous line from somebody who joined SpaceX from another aerospace company and said, “It’s like being dropped into a shocking zone of competence. Everybody around me is so absolutely competent.” And lastly, as Marc argues, Elon’s technical ability is another competitive advantage versus non-technical CEOs: “When he identifies the bottleneck, he goes and talks to the line engineers who understand the technical nature of the bottleneck… He’s not asking the VP of Engineering to ask the Director of Engineering to ask the manager to ask the individual contributor to write a report that’s to be reviewed in three weeks. He doesn’t do that. What he does is he goes and personally finds the engineer who actually has the knowledge about the thing, and then he sits in the room with that engineer and fixes the problem with them. And again, this is why he inspires such incredible loyalty from especially the technical people who he works with. They’re just like, ‘Wow, if I’m up against a problem I don’t know how to solve, freaking Elon Musk is going to show up in his Gulfstream and he’s going to sit with me overnight in front of the keyboard or in front of the manufacturing line and help me figure this out.’” Video source: Chris Williamson (2024)

Marc Andreessen on what makes Elon impossible to compete with “I’m not aware of another CEO who operates the way he does.” Marc believes you have to go back in history to the industrialists of the late 1800s and early 1900s to find founders comparable to Elon Musk (e.g. Henry Ford, Andrew Carnegie, Thomas Watson, Andrew Mellon, Cornelius Vanderbilt). “Those guys ran very similar to the way Elon runs things… The top line thing is just this incredible devotion from the leader of the company to fully, deeply understand what the company does, to be completely knowledgeable about every aspect of it, and to be in the trenches and talking directly to the people who do the work to deeply understand the issues. And then be the lead problem solver in the organization. Basically what Elon does is he shows up every week at each of his companies, identifies the biggest problem the company’s having that week and he fixes it. He does that every week for 52 weeks in a row and then each of his companies has solved the 52 biggest problems that year.” Marc juxtaposes this process with more conventional CEOs who respond to problems with planning, meetings, and reports. The other crucial factor in Elon’s success that Marc points to is his ability to attract incredible talent: “Many of the best people in the world want to work with him because if you work with Elon the expectations are through the roof in terms of your level of performance. And he is going to know who you are and what you’ve done. He’s going to know what you’ve done this week and if you’re underperforming. And he may fire you in the meeting if you’re not carrying your weight. But if you are as committed to the company as he is, and hard working and capable, many people who have worked for him say that they had the best experience of their lives.” Marc recalls a famous line from somebody who joined SpaceX from another aerospace company and said, “It’s like being dropped into a shocking zone of competence. Everybody around me is so absolutely competent.” And lastly, as Marc argues, Elon’s technical ability is another competitive advantage versus non-technical CEOs: “When he identifies the bottleneck, he goes and talks to the line engineers who understand the technical nature of the bottleneck… He’s not asking the VP of Engineering to ask the Director of Engineering to ask the manager to ask the individual contributor to write a report that’s to be reviewed in three weeks. He doesn’t do that. What he does is he goes and personally finds the engineer who actually has the knowledge about the thing, and then he sits in the room with that engineer and fixes the problem with them. And again, this is why he inspires such incredible loyalty from especially the technical people who he works with. They’re just like, ‘Wow, if I’m up against a problem I don’t know how to solve, freaking Elon Musk is going to show up in his Gulfstream and he’s going to sit with me overnight in front of the keyboard or in front of the manufacturing line and help me figure this out.’” Video source: Chris Williamson (2024)

Startup Archive

1,571,970 views • 1 year ago

Marc Andreessen on what makes Elon impossible to compete with “I’m not aware of another CEO who operates the way he does.” Marc believes you have to go back in history to the industrialists of the late 1800s and early 1900s to find founders comparable to Elon Musk (e.g. Henry Ford, Andrew Carnegie, Thomas Watson, Andrew Mellon, Cornelius Vanderbilt). “Those guys ran very similar to the way Elon runs things… The top line thing is just this incredible devotion from the leader of the company to fully, deeply understand what the company does, to be completely knowledgeable about every aspect of it, and to be in the trenches and talking directly to the people who do the work to deeply understand the issues. And then be the lead problem solver in the organization. Basically what Elon does is he shows up every week at each of his companies, identifies the biggest problem the company’s having that week and he fixes it. He does that every week for 52 weeks in a row and then each of his companies has solved the 52 biggest problems that year.” Marc juxtaposes this process with more conventional CEOs who respond to problems with planning, meetings, and reports. The other crucial factor in Elon’s success that Marc points to is his ability to attract incredible talent: “Many of the best people in the world want to work with him because if you work with Elon the expectations are through the roof in terms of your level of performance. And he is going to know who you are and what you’ve done. He’s going to know what you’ve done this week and if you’re underperforming. And he may fire you in the meeting if you’re not carrying your weight. But if you are as committed to the company as he is, and hard working and capable, many people who have worked for him say that they had the best experience of their lives.” Marc recalls a famous line from somebody who joined SpaceX from another aerospace company and said, “It’s like being dropped into a shocking zone of competence. Everybody around me is so absolutely competent.” And lastly, as Marc argues, Elon’s technical ability is another competitive advantage versus non-technical CEOs: “When he identifies the bottleneck, he goes and talks to the line engineers who understand the technical nature of the bottleneck… He’s not asking the VP of Engineering to ask the Director of Engineering to ask the manager to ask the individual contributor to write a report that’s to be reviewed in three weeks. He doesn’t do that. What he does is he goes and personally finds the engineer who actually has the knowledge about the thing, and then he sits in the room with that engineer and fixes the problem with them. And again, this is why he inspires such incredible loyalty from especially the technical people who he works with. They’re just like, ‘Wow, if I’m up against a problem I don’t know how to solve, freaking Elon Musk is going to show up in his Gulfstream and he’s going to sit with me overnight in front of the keyboard or in front of the manufacturing line and help me figure this out.’” Video source: Chris Williamson (2024)

Marc Andreessen on what makes Elon impossible to compete with “I’m not aware of another CEO who operates the way he does.” Marc believes you have to go back in history to the industrialists of the late 1800s and early 1900s to find founders comparable to Elon Musk (e.g. Henry Ford, Andrew Carnegie, Thomas Watson, Andrew Mellon, Cornelius Vanderbilt). “Those guys ran very similar to the way Elon runs things… The top line thing is just this incredible devotion from the leader of the company to fully, deeply understand what the company does, to be completely knowledgeable about every aspect of it, and to be in the trenches and talking directly to the people who do the work to deeply understand the issues. And then be the lead problem solver in the organization. Basically what Elon does is he shows up every week at each of his companies, identifies the biggest problem the company’s having that week and he fixes it. He does that every week for 52 weeks in a row and then each of his companies has solved the 52 biggest problems that year.” Marc juxtaposes this process with more conventional CEOs who respond to problems with planning, meetings, and reports. The other crucial factor in Elon’s success that Marc points to is his ability to attract incredible talent: “Many of the best people in the world want to work with him because if you work with Elon the expectations are through the roof in terms of your level of performance. And he is going to know who you are and what you’ve done. He’s going to know what you’ve done this week and if you’re underperforming. And he may fire you in the meeting if you’re not carrying your weight. But if you are as committed to the company as he is, and hard working and capable, many people who have worked for him say that they had the best experience of their lives.” Marc recalls a famous line from somebody who joined SpaceX from another aerospace company and said, “It’s like being dropped into a shocking zone of competence. Everybody around me is so absolutely competent.” And lastly, as Marc argues, Elon’s technical ability is another competitive advantage versus non-technical CEOs: “When he identifies the bottleneck, he goes and talks to the line engineers who understand the technical nature of the bottleneck… He’s not asking the VP of Engineering to ask the Director of Engineering to ask the manager to ask the individual contributor to write a report that’s to be reviewed in three weeks. He doesn’t do that. What he does is he goes and personally finds the engineer who actually has the knowledge about the thing, and then he sits in the room with that engineer and fixes the problem with them. And again, this is why he inspires such incredible loyalty from especially the technical people who he works with. They’re just like, ‘Wow, if I’m up against a problem I don’t know how to solve, freaking Elon Musk is going to show up in his Gulfstream and he’s going to sit with me overnight in front of the keyboard or in front of the manufacturing line and help me figure this out.’” Video source: Chris Williamson (2024)

Startup Archive

1,666,393 views • 1 year ago

Marc Andreessen on Elon Musk: “I think probably the single biggest question in all of business right now is: why don't more CEOs operate the way that he does?” "The top-line thing is just this incredible devotion from the leader of the company to fully, deeply understand what the company does, and to be completely knowledgeable about every aspect of it." "To be in the trenches and talking directly to the people who do the work, deeply understanding the issues, and being the key, lead problem solver in the organization." "What Elon does is—he shows up every week at each of his companies, he identifies the biggest problem that the company's having that week, and he fixes it. He does that every week for 52 weeks in a row. And then each of his companies has solved the 52 biggest problems that year, in that year." "The side effect of it is—he attracts many of the best people in the world to work with him. Because if you work with Elon, the expectations are through the roof in terms of your level of performance." Source: Marc Andreessen 🇺🇸 on Chris Williamson

Marc Andreessen on Elon Musk: “I think probably the single biggest question in all of business right now is: why don't more CEOs operate the way that he does?” "The top-line thing is just this incredible devotion from the leader of the company to fully, deeply understand what the company does, and to be completely knowledgeable about every aspect of it." "To be in the trenches and talking directly to the people who do the work, deeply understanding the issues, and being the key, lead problem solver in the organization." "What Elon does is—he shows up every week at each of his companies, he identifies the biggest problem that the company's having that week, and he fixes it. He does that every week for 52 weeks in a row. And then each of his companies has solved the 52 biggest problems that year, in that year." "The side effect of it is—he attracts many of the best people in the world to work with him. Because if you work with Elon, the expectations are through the roof in terms of your level of performance." Source: Marc Andreessen 🇺🇸 on Chris Williamson

a16z

140,507 views • 6 months ago