Elon Musk’s SECRET AI Plan - How Tesla Investors Will Benefit (Ep. 732)
ฝัง
- เผยแพร่เมื่อ 2 มิ.ย. 2023
- What is Elon Musk trying to accomplish with his X.ai startup? Does it stand a chance against OpenAI, Microsoft, Google and DeepMind?
Why not just do it within Tesla? Why does it need to be separate?
And will Tesla shareholders benefit from Elon’s master AI plan?
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Also, if he built the AGI within Tesla, or any other public company, he would be obligated to maximize return for shareholders which will likely conflict with managing AI existential threat.
I asked for a commentary on that from you on Twitter just a few minutes ago and got an instant response. Thanks and happy travels
Thank you for taking the time out from your travels to talk to us.
Again creative and informed thinking producing a very insightful and astute thesis. Thanks Dave.
I have a feeling that Tesla share price is about to start moving up in the like Nvidia. I can see it happen sooner than later. GLTA.
Hahhaha same and when it does it’s gonna gooo!! You’ll see some shocked faces with how it goes
Totally agree - I think it will moon very soon, very fast
I was under h2O for awhile I'm glad it's no longer the case heck I'm sure lots of folks were in it a lot deeper than me. Hope it's going to get higher as confirmation that this is a real solid tech company not just a car company as the naysayers keep telling it.
You've been right ❤
It’s at 140 now😂
Dave's more recent videos (such as this one) are starting to convince me that he's speaking to us from the future. Gone are the days where Dave churns out Tesla-specific videos, one after another, because the things that he has been saying since way back when are now materialising before our very eyes. All of this talk about AGI, LLMs and the like - while seemingly far-out and stretch-worthy to some of us now, may very well be the truth that we live in in 5 - 10 years time (
Dave seems to clearly only talk when he has something to say that he believes in. And whatever he believes in, seems to have been a consequence of serious brain work.
Dave really thinks things out and he likes to connect the dots as well. I always watch his videos a few times, because I want to absorb that deep thinking. You can tell what a sincere, good, and highly intelligent person he is. Elon is the same way. Without these TRUTH people it would feel like things are going wrong in the world. Holding fast to their genius is like a salvation. Only appreciation for these bright souls!
You are doing an excellent job of getting the info I want out in a quick format while traveling! I do not think I am missing anything by you not staying in one place in a studio.
Sounds very logical. Thanks for sharing.
AWESOME DAVE 💪❤
Thank you, Dave!
I agree Dave! Makes total sense to me! 😉
Lee is back with another monumentally important report.
“AI to someday govern the whole Tesla driving experience,” with freedom from Google.
Love David Lee's analysis and thinking.
Another great video, thanks.
Exciting times for all. Thanks Dave.
Thanks for sharing Dave!
Always great to get your thoughts Dave
Your guess makes so much sense. Thanks for sharing
Great perspectives
2:55 this is like prophecy
good Job Dave as usual
Great informed speculation! Thanks!
Makes sense Dave
Your thinking and unique added value to your videos is amazing. X AI sounds big player.
If Elon does his own LLM's, he can put them in optimus so they can converse with us easily and help us around the house and factory
Brilliant! Dave, I've always enjoyed your videos and this is no exception, keep sharing your stream of consciousnesses.
Thanks Dave, traveling is good for the soul and opens one’s mind. (Bonus is the food) Enjoy!!!
Dave, your forensic extrapolation of just one sentence uttered by Elon is at very least, in my estimation, brilliant!
It was more than just a sentence or utterance..when you have watched enough interviews you also can see something more is being revealed by Elon in that moment
I think you nailed it on why Elon wants to separate his AI from Tesla.
Thanks Dave! I look forward to your videos. Keep them coming please.
Interesting supposition. Thanks for the insight👍
Great thoughts, love it! I hope it happens!
Thanks Dave, that seems to be some solid insight. Have fun out east.
Good one, I think it can happen like that.
Dave's CGI (Current General Inteligence) is growing at exponetial rates. I have always enjoyed his videos and now his insights, built on his experience and knowledge, have begun to grow into thought provocing concepts. Keep it coming Dave and becareful on your travels!
@Dave, makes perfect sense. Maybe a similar deal to Microsoft/OpenAI, once dojo is operational (or even before).
Don't you also think the 2nd piece of the pussle is a similar deal with twitter but for the data?
If something goes wrong with x ai it does not directly fall back to tesla and does not affect tesla brand, reputation and financials directly.
Dave, I hope you continue these AI videos. I personally enjoy getting your perspective on this topic and the research you uncover. Thanks as always!
Strategically, this sounds about as close as one could guess.
Where is the original video? No link?
Hi Dave, thanks for all of the wisdom and knowledge you provide! I've been watching your YT for years now and its been super beneficial. Just wanted to suggest a YT video that your viewers might find interesting: a comparison between the broad US Market vs the NASDAQ. Again, thanks for everything!
Dave. Love this topic. Dojo as it is now can’t split work to multiple users with proper security. It’s also not needed by Tesla. X could build software to make it a proper cloud offering. Purchasing Dojo hardware would also cover some of Tesla’s development costs and making it cheaper for the company to eat its own dog food. Putting it on the cloud will make it self sustaining.
Dojo may need to work better with tools used by AI professionals and not just Tesla’s use case. X could do this. Maybe working to make the hardware of Dojo an AI type ARM. ARM-ML so to speak.
Finally, the a product offering blend between real world AI and virtual Ai with LLMs with AI agents, and long term memory models is needed but probably not for Tesla.
Twitter could also offer some helpful use cases to add AI based community notes and features to deboost conversations against policy. Twitter could offer real world examples (access) while gaining shares in the company
Twitter, Tesla and potentially Neuralink and SpaceX might be consumers of the Cloud dojo offering while also contributing
Sounds about right!
Love Dave! Overall, I believe Tesla will benefit from this greatly. They also are already so advanced in AI
😂
Sounds good!
Dave did you have the chance to meet with any TSLA shareholders in S Korea? It would be interesting to hear any thoughts since they have a big Tesla community
Tesla is the real AI play in the market
Brilliant…even if this scenario isn’t the actual outcome.
An excellent video !!!!!!!!!!!!!!!
Dave, I would like to hear your thoughts about the „who follows after Elon“ question but more importantly how he should organize his companies and shares for after he passes away or something happens to him. In a recent interview he said he is thinking about how to do that, has some ideas which are partly in place, but is open to suggestions.
That would be super interesting. And might be very momentous for the future.
?
Congratulations
Way to go dave now its not a secret 🤣
Dave, just like your wife tells you, you are brilliant.!!
Elon needs to buy more shares of tesla to reach 30% of the total shares to secure his plans for the future to pan out. I think he will make his move after SaceX or tweeter goes public.
Dave,,, Do not forget that Twitter has accesses to a great repository of data necessary for machine language learning.
It's also probably better to have separate teams working on AI and Tesla because the teams can focus on their own tasks independently and not be stretched too thin. You can essentially hire twice as many people to be working simultaneously. Then Tesla can borrow technology from the AI company.
I think the main reason is is giving the Tesla bot conversation and analytical features. Corporations who buy the bots, could just tell them what to do, instead of show them. Also, in the future bots will get more and more human-like, so conversational comprehension is part of that, which will humanize the bots
Hi Dave another great video, off topic what software to you use for you interviews? I'm thinking of doing foodie interviews on TH-cam alongside my website and looking for a simple solution. Thanks in advance
Dave will you be going over Bulgaria?
Well, it really looks you nailed it 🎉👍🏻 i was thinking same, about teslabot being clever. I don’t think Elon will give access to full controls to Microsoft or Google AI’s, and this part from interview is answering this question.
The race is, Elon needs to create this before Microsoft has a version, if I remember correctly Elon knowing the dangers wanted to give this freely to the world so everyone has an input in what does into AI.
Coming to Europe? I will be happy to show you around in Belgium.
Thanks for your love care and support, it's my pleasure talking to you here. Where are you from??
Hi Dave, would you consider a trip to Shanghsi? Or I could come to Korea to meet you.
If you go to Turkey. I’d highly recommend Kas (on the southwest coast between Antalya and Fetiye). Very beautiful, safe, and family friendly little riviera town. I stayed for 2 months and enjoyed working from Linckia Coffee every day. Catch epic sunsets at the amphitheater.
Tesla fsd is an ai for moving through the real world x ai is for communicating with the Tesla ai
You and your family are welcome to visit us (my family) in Alta in Northern Norway 70 degrees North. In the arctic kingdom of the midnight sun.
Kind regards from Jørund Greibrokk.
"I could be completely wrong"... No, I don't think so. This is logical in the sense that it addresses Elon's typically concerns for ensuring the survival of humanity. Time will tell, but I suspect you've nailed it.
A bit of a beginner question here. Is there a difference between LLM and real world AI and the auto labelling done by tesla vision? From what I understand its just the training and data that branches of LLM into the various use case scenarios. Appreciate anyone's feedback in advance
Tesla uses AI with a target- autonomous driving. Others have created AI software that has no defined purpose- letting the user plan how? and where? to apply it. Goals could be good or … The “generative” construct was framed in 1968 as having “good” results for humanity. But we all know what Trumps humans can be…
Yes, a big one: as the L in LLM implies they work on language, i.e. text. Tesla AI is working on images or video streams and labeling here means giving the AI semantics about features seen in images or video (categorizing features). LLMs don't use labelling - they just make up their own internal representations ("embeddings") and work purely on those. Obviously, the training data must be different, too: LLMs are trained on text whereas Tesla's FSD AI is trained on video.
Real world AI or General AI is basically a system that can effectively, reason, plan, or learn. Basically it can do any intellectual task a human could. Artificial Neural Networks like ChatGPT and FSD are limited to pattern recognition.
I miss your long videos and deep dives into things. Any plan to make a comeback with them?
your assumptions sound logical - this would benefit Tesla, Optimus and "us" as a tuned in (very large) group of people. Alternatives to GroupThink are always welcome.
I thought he’s already deep in AI with Dojo and FSD. It’s sounds like FSD and Dojo are far from completion.
Accumulating TSLA under $300, looking back a year from now, will be deemed intelligent.
Elon Musk : wtf Dave, stop speaking my mind!
to da moon!
Hello Dave, I have been following you since the beginning here. Let me know if you come to Denmark on your European tour? I have my own AI company, I’m a futurist, have invested every spare cent in Tesla since a long time ago. I think we could have some interesting conversations 😊. Best, Benjamin
pre-IPO invest possible?
Dave, were you expecting a dojo update by now? I sure was 😔
Love this line of thinking, Dave!
holy shit.
An entire fleet of vehicles everywhere chewing through ai vision and all that stuff.
Hello
Little crazy he is rallying against OpenAI which he helped start and which is currently development directed by Andrej Karpathy
There is so much wishful thinking and speculation.
I guess you could say it’s obvious that Tesla will need an LLM, for Optimus, as its primary function will be to interact with humans. And as you said, I can’t see Elon endorsing someone else’s LMM layered into Optimus.
Is Dojo still has the edge over Nvidia last gen GPUs? Or is there Dojo 2.0?
Dojo is the hardware that enables AI…
@@FrunkensteinVonZipperneck can you please elaborate? How it is different from nvidia GPUs except of processing power in the end? From my understanding it is compatible with the CUDA sdk.
Man would love to travel with dave and just pick his brain
Truly hope this is accurate
I had to burst out laughing on hearing that the current owner of Twitter wants a "truth AI". Omg..
I wish I were genius.... 😉 😜 😘 Dave! ...i am a Dave!😂❤ 🙏
I think this is a pretty good take. The details will probably differ a bit but I think this is likely the general shape of it. Elon stumbled a bit with his Twitter and Open AI plays and this seems like a good way to correct that and maybe salvage his AI and Twitter plays.
Dave , I think you nailed it, great analysis.
Don’t bet against Elon !
Poor Elon...just when he is about to relax a little ......
Precisely, he looks more healthy, relaxed and laughing much more.
Thanks Dave, we have been missing you. Enjoy your family adventures.
Looks like in 5 years there will be at least a dozen chatGPTs. Once the GPT becomes a commodity, the only thing that matters will be the data.
Tesla will develop large video models. LVMs
The Tesla board have a fiduciary duty to ensure that the companies AI expertise is not given away to another entity. Shareholders must benefit from the investments made into it.
I absolutely agree with you on this and would join a shareholder lawsuit if it appeared the CEO was shifting the Tesla developed AI profits out of Tesla without benefiting Tesla's shareholders.
Agree, I won't be happy if Elon's do good over profits bias results in giving away significant portion of the benefits of my long term investment in Tesla.
I went long when others were turning way from Tesla, and I've been patiently waiting for some decent returns.....
@@beautytruth8181 problem is, unlike with Tesla & SpaceX, we really don’t know if Elon is trying to “do good” here; concerned this may be the Bad Elon at work- the Fox-watching, right-wing, anti-factual guy who has no problem circulating literal lies, attacking those in the reality based world, and promoting all that “Truth” with his platforms. The Good Elon of Tesla/SpaceX doing this would likely be a good thing; I’m concerned, however, that’s not who’s doing it.
@@dphuntsman good lord
@@kennyg1358 Care to elaborate? I’m a long-time observer/fan et al of Elon on the SpaceX side; been to SpaceX HQ a couple of times, worked commercial space, commercial crew, yada yada. The thing I’m zinging off of here, tho, is that Elon says a core reason he’s doing the new AI thing is for ‘truth’- and he’s only used THAT word in the last three years since he started watching Fox daily in early 2020, and been spouting right-wing, anti-factual stuff ever since. (That’s the thing about the ‘Bad Elon’ who bought/runs Twitter: unlike the Good Elon of SpaceX/Tesla, he’s not fact/data-based; in fact I tell folks, based on my knowledge these past years of SpaceX, that SpaceX Elon would fire the anti-fact, anti-data, Bad Elon of Twitter in a hardbeat as a non-reality based employee who could never make a rocket fly, or build an electric car). So….my question is valid, and still stands; since, in us humans, cognitive dissonance really can be a thing. WHICH ELON IS SETTING UP THE NEW AI SHOP?
Open AI’s got Andre K tho
And Elon has a relationship with Andre…
Let me know if you ever come to Sweden,Dave my door is always open for you and your family.
Hello Dave another highly thoughtful vlog , I have fears that AGI will not have the ability of empathy, to have a brilliant mind and no empathy is a recipe for a cold hearted killer, so with that said put that ability into any system that has control over our future is more than dangerous, for eg when such a system comes on line and evaluate the human race with its pure logic it’s going to be very puzzled why faith and religious acts, the real problem will come with Islam , it will consider these all a negative against its logic, there will be a huge problem for any software to solve on a logical basis, as you say Elon is pushing forward with his efforts to bring some human control over the AGI ability , question can logic and empathy fit together,
Hi Dave, i would be very interested to know more about your travel, your perspective, your ideas...( 4sure i am not the only One )
What about a new channel ?
"Dave on the road" / "Dave's world " 😊 Hoppefully when on Europe you visit Portugal. Safe travel Dave 😉
It seems clear that this would not be in Tesla's best interest. In house would be better for Tesla. (clearly it is in Elon's interest, but they have a divide)
Soooooo...os Optimus intended to help bud cars and batteries better or to help fight for humanity against elimination by the singularity??? ...Asking for a friend 😬