Tesla’s Next ACE up it’s Sleeve!

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  • เผยแพร่เมื่อ 10 พ.ค. 2024
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  • วิทยาศาสตร์และเทคโนโลยี

ความคิดเห็น • 266

  • @DrKnowitallKnows
    @DrKnowitallKnows  หลายเดือนก่อน +3

    Go to sponsr.is/zbiotics_drknow_0424 or scan the QR code and get 15% off your first order of ZBiotics Pre-Alcohol Probiotic by using my code DRKNOW at checkout. Thanks to ZBiotics for sponsoring today’s video!

    • @AquarianSoulTimeTraveler
      @AquarianSoulTimeTraveler หลายเดือนก่อน

      I think the problem with compute is the scale of diminishing returns, at certain point... its far off but it is limited in its needs aswell basically.

    • @AquarianSoulTimeTraveler
      @AquarianSoulTimeTraveler หลายเดือนก่อน +1

      Good video... Getting broader.

    • @fredwinslow744
      @fredwinslow744 หลายเดือนก่อน

      How old is dr know it all ??
      So we can assess zzzzz biotics better

    • @ronweber4508
      @ronweber4508 21 วันที่ผ่านมา

      What is “COMPUTE?”
      Or is it about computing chips in general?

  • @CatinaNguyen
    @CatinaNguyen 24 วันที่ผ่านมา +169

    Well, I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered and I don't know where to go here out of devastation.

    • @SamanthaCraver-lz6wk
      @SamanthaCraver-lz6wk 24 วันที่ผ่านมา

      The safest approach I feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.

    • @fatimaelmustapha4585
      @fatimaelmustapha4585 24 วันที่ผ่านมา

      @@SamanthaCraver-lz6wk I totally agree. A financial advisor can provide valuable insights and help ensure that our investment portfolios are aligned with our long-term financial goals. They have the expertise to navigate through market fluctuations and make informed decisions.

    • @EveliaAnderson
      @EveliaAnderson 24 วันที่ผ่านมา

      @@fatimaelmustapha4585 Please who is guiding you and how?

    • @fatimaelmustapha4585
      @fatimaelmustapha4585 24 วันที่ผ่านมา

      @@EveliaAnderson Her name is “Victoria Carmen Santaella” can't divulge much. Most likely, the internet should have her basic info, you can research if you like.

    • @EveliaAnderson
      @EveliaAnderson 24 วันที่ผ่านมา

      @@fatimaelmustapha4585 I will give this a look, thanks a bunch for sharing.

  • @velayuthman
    @velayuthman 28 วันที่ผ่านมา +162

    I recently sold some of my TSLA stocks to secure profits, but I'm retaining a portion for the long term. Tesla's growth potential remains robust. I'm considering diversifying my $400K stock portfolio, but I'm uncertain about managing risks in my next move.

    • @kashkat987
      @kashkat987 28 วันที่ผ่านมา +2

      When diversifying, spread investments across sectors and assets to lower risks. Research and consult a financial advisor for aligned decisions.

    • @Curbalnk
      @Curbalnk 28 วันที่ผ่านมา +1

      I concur! Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future. That’s what works for my spouse and I. We've made over 80% capital growth minus dividends.

    • @Shultz4334
      @Shultz4334 28 วันที่ผ่านมา

      Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

    • @Curbalnk
      @Curbalnk 28 วันที่ผ่านมา +3

      *Jennifer Leigh Hickman* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @Shultz4334
      @Shultz4334 28 วันที่ผ่านมา

      I searched for her name on the internet, found her page, and reached out via email to schedule a conversation. Thank you.

  • @davidfellowes1628
    @davidfellowes1628 หลายเดือนก่อน +23

    On part of this chip story which gets suppressed is the fact that Morris Chang was originally the semiconductor VP at Texas Instruments, before going to Taiwan and starting TSMC. The rest is history. The real question to ask is why? My understanding is that TI wouldn't promote him to CEO, now that was a very expensive mistake for both TI and the USA.

    • @tedmoss
      @tedmoss หลายเดือนก่อน +2

      Texas instruments has made the same very expensive mistakes before.

    • @davidfellowes1628
      @davidfellowes1628 หลายเดือนก่อน

      @@tedmoss I know it was long ago, but I'm reminded of the fact each time the media raises the chip shortage etc. It didn't have to have happened. Thanks

  • @aaktatich
    @aaktatich หลายเดือนก่อน +13

    There is no compute without energy. Energy is #1 on the "we need" list.

    • @ryan6391
      @ryan6391 หลายเดือนก่อน +2

      I agree, so thanks to AI and unfortunately EV's energy prices will be going up.

    • @jameslaughter5183
      @jameslaughter5183 หลายเดือนก่อน +1

      @@ryan6391 Astute comment.

    • @tedmoss
      @tedmoss หลายเดือนก่อน +2

      Energy is the easiest and cheapest thing to get, not the most expensive, just do it and stop talking. We have the sun, remember? Atomic power? Texas and California are mostly powered by the sun instead of coal right now, for days at a time.

    • @jameslaughter5183
      @jameslaughter5183 หลายเดือนก่อน +1

      @@tedmoss non astute

    • @ryan6391
      @ryan6391 หลายเดือนก่อน

      @@tedmoss atomic power, it takes decades to build a new nuclear power plant and almost all of them recently have gone 2 to 3 times over budget. It's cheap to upgrade the power grid? Megapacks are cheap? I agree with solar, but when you add batteries and transmission upgrades it gets expensive. I'd love to see a cost analysis.

  • @tnelly6588
    @tnelly6588 หลายเดือนก่อน +13

    Nuclear power about to make a massive comeback.

    • @georgemarengo823
      @georgemarengo823 หลายเดือนก่อน +1

      Not a chance, because it’s too expensive.

    • @dattajack
      @dattajack หลายเดือนก่อน

      ​​@@georgemarengo823Yup. Was a project manager for a sub-contractor on the recent Westinghouse project in the US and it's too slow and expensive. I switched to a renewable tech project instead to stay in the electricity generation game for this volt rush.

    • @YellowRambler
      @YellowRambler หลายเดือนก่อน +3

      @@georgemarengo823
      It expensive because we’ve been using the wrong type of reactor, this may change soon because of china Thorium reactor.

    • @205rider8
      @205rider8 หลายเดือนก่อน +1

      @@YellowRamblerNo Thorium in use now. Basically a non starter. Solar Wind and Batteries best option.

    • @YellowRambler
      @YellowRambler หลายเดือนก่อน +1

      @@205rider8
      So I guess an operational prototype doesn’t count,
      And renewable doesn’t have a problem with Extreme weather.

  • @MyPapagio
    @MyPapagio หลายเดือนก่อน +4

    These are your best type of videos, John. Thank you.

  • @davidwebb2337
    @davidwebb2337 หลายเดือนก่อน +4

    Good thought piece. Thanks and keep it up!

  • @johnreese3762
    @johnreese3762 หลายเดือนก่อน +3

    WOW, another great one, thanks John!!

  • @ExecutiveZombie
    @ExecutiveZombie หลายเดือนก่อน +3

    Thank you for this clear explanation of present state in AI and Energy. 🙏🏽

  • @ottoschultinge1968
    @ottoschultinge1968 หลายเดือนก่อน +4

    Compute doesn't become money but the newest form of a precious commodity.

    • @Withnail1969
      @Withnail1969 29 วันที่ผ่านมา

      we don't have enough energy to power all this garbage.

  • @RodFlaman
    @RodFlaman หลายเดือนก่อน +1

    Amazing information John!

  • @patrikjylolhddgku
    @patrikjylolhddgku หลายเดือนก่อน +1

    Great content! Thank U

  • @mitchell10394
    @mitchell10394 29 วันที่ผ่านมา +2

    This is one of your better videos. Big good 👍

  • @Thedeepseanomad
    @Thedeepseanomad 29 วันที่ผ่านมา +1

    Remember that compute is energy spent within a computing architecture. The cost is always in energy over time relative to location of physical resources and the state they are in (relative your preferences)

  • @worfrozhenko4032
    @worfrozhenko4032 หลายเดือนก่อน +2

    6:32 Perfect for your benders!

  • @jtk4189
    @jtk4189 หลายเดือนก่อน +5

    I am a EE and worked for compute chip companies for over 30 years. Power and cooling will bring this train to a screeching halt.

  • @asajelfs8170
    @asajelfs8170 หลายเดือนก่อน +2

    Tesla has the megapack as well , a second ace. Every Ai needs battery backup as a instant power resource in blackouts.

  • @rustyfox81
    @rustyfox81 หลายเดือนก่อน +3

    Video on Groq would be great

  • @franklinmargolis2051
    @franklinmargolis2051 29 วันที่ผ่านมา +1

    Basically the goal of the universe is to increase entropy. To reduce entropy requires input of energy. That’s where Tesla comes in. Megapacks and DOJO can be profit center for Tesla.

    • @ianollmann9393
      @ianollmann9393 27 วันที่ผ่านมา +1

      Alas Musk is easily distracted by the hard problems like FSD and AI when there are plenty of easy problems he could be doing a better job at solving -- cheaper EVs, better grid energy, heat pumps, transformers. All of the latter are what is needed to avert climate catastrophe. FSD and AI are not needed and can make it worse.

  • @tomhansen45
    @tomhansen45 หลายเดือนก่อน +1

    Interesting to contrast the expensive training need (much compute) with the use of the trained inference brain (like the $1000 Testa FSD computer) to "answer" the question(s)... The "answerer" computer can be much smaller, less costly, assume different forms, yet be amazing.

  • @highlanderapparel
    @highlanderapparel 20 วันที่ผ่านมา

    I'll see you and Scott in June, the Highlander.😊

  • @highlanderapparel
    @highlanderapparel 20 วันที่ผ่านมา

    You just won bonus points with your buddy Scott for mentioning the 1935 Detroit Tigers. You're a fan. I've got some Tigers stuff. You might be interested in.😊

  • @theword7268
    @theword7268 หลายเดือนก่อน

    ok, so question - I get the generate vs retrieval concept. So why not just generatye sometimes when needed and retrieve whenever possible in order to save compute/energy/whatever?

    • @BongoWongoOG
      @BongoWongoOG หลายเดือนก่อน

      That is a most excellent concept. A bit like muscle memory, you only compute what you've never done before. Otherwise retrieve. I like it.

  • @howardholt3530
    @howardholt3530 หลายเดือนก่อน

    Will you need transformers for off grid solar/wind/etc off grid power generation for your home?

  • @salsej
    @salsej หลายเดือนก่อน +6

    John, great vid!.... This topic hit home for me. Some of your videos just regurgitate the news of the day, but this one has real insight and benefited me. I could say my knowledge grew on the subject from your input. Well done, I hope you get the views on this one.

  • @amyniemann9564
    @amyniemann9564 28 วันที่ผ่านมา

    John your videos are packed full of info!!! How can you talk so fast? 😅

  • @ashsilverwizard3275
    @ashsilverwizard3275 หลายเดือนก่อน +1

    a Robotaxi busy charging, or waiting for a fare can pay for some of it juice and not just sitting idle.

  • @iandavies4853
    @iandavies4853 หลายเดือนก่อน

    Temporary solution: shut down aluminium smelters, replace with compute co-located.
    What is DC voltage of aluminium smelter? Cells linked in series?

  • @flattire707
    @flattire707 หลายเดือนก่อน

    Frighteningly true! I predict a bigger future for solar power as we need more power. Clearly compute will be the next gold. I am all in on TSLA. Love my Model 3LR/FSD.

  • @chelseata9525
    @chelseata9525 หลายเดือนก่อน

    What other inference can Tesla do? Can you give some examples?

  • @acs2777
    @acs2777 หลายเดือนก่อน +2

    Tesla megapack Will have an amazing future . Think we need 10 plants of megapacks. Forget Tesla cars 😂

    • @jameslaughter5183
      @jameslaughter5183 หลายเดือนก่อน +1

      So we're going to produce power for AI and keep ICE cars? That might piss off our silicone overlords.

    • @tedmoss
      @tedmoss หลายเดือนก่อน +2

      Mega packs will help clean the air, but the ICE cars are killing us, we need EV's more.

    • @acs2777
      @acs2777 หลายเดือนก่อน

      @@jameslaughter5183 dojo infiltrating the silicon software 😂

    • @iandavies4853
      @iandavies4853 หลายเดือนก่อน +1

      @@acs2777yet Groq is more efficient even than Dojo for LLMs?
      Race to scale.

  • @deal2live
    @deal2live หลายเดือนก่อน

    Exponential growth is hard!!

  • @yawnahkay7362
    @yawnahkay7362 26 วันที่ผ่านมา

    How do you invest in compute?

  • @audiecravy
    @audiecravy 28 วันที่ผ่านมา

    With the millions of ICE vehicles on the road that generate their own electrical power and having several chips already, it seems there is a great source of compute in them.

  • @Neptune7Edge
    @Neptune7Edge หลายเดือนก่อน +1

    You forgot the i). unknown compute in each starlink satellite. ii). the immense electricity production in each starlink, and iii). the strangely robust solar panels Tesla makes in the New York Gigafactory.

    • @Withnail1969
      @Withnail1969 หลายเดือนก่อน

      Tesla does not make solar panels.

    • @ianollmann9393
      @ianollmann9393 27 วันที่ผ่านมา

      Apart from the 50% solar boost, there is nothing about space that makes compute easier. Cosmic radiation will in fact make it harder. Getting stuff into orbit will make it 1000x more expensive. This conspiracy theory has holes.

  • @brianboye8025
    @brianboye8025 หลายเดือนก่อน

    Compute is the new electric motor (previously steam power).

  • @ryan6391
    @ryan6391 หลายเดือนก่อน

    Has there been a good calculation of the cost of all this evergy generation, storage and transmission as there is also a surge in demand? Are energy prices going to 2x, 3x or 4x making EV's less desirable? Sounds to me that compute is not the next money energy generation is especially when limiting climate change is VIP.

  • @MauriceOldis
    @MauriceOldis หลายเดือนก่อน

    Looks like places with super power from renewables will attract a lot of futuristic business

  • @alexforget
    @alexforget 28 วันที่ผ่านมา

    the transformer production must have been growing for many years in China. They are used to that kind of growth.

  • @alexforget
    @alexforget 28 วันที่ผ่านมา

    We need a lot of compute because it's mostly wasted.
    how many time we compute the same thing, or do stuff that end up unused or that the cpu/gpu stay unused.
    In the same way companies are already training 1000 and more LLM currently.
    As we create AGI we will also find way to use all that compute.

  • @finned958
    @finned958 หลายเดือนก่อน +7

    TSMC was just awarded $6 billion to finish their chip factory in Arizona and they will start with 4nm and then 3nm chips. Eventually 3 chip factories will be built. Intel was awarded the second biggest award with approx $2 billion. Global Founderies will get less than $1 billion.

    • @OO-uk3zt
      @OO-uk3zt หลายเดือนก่อน

      They’re also developing one in Dresden Germany.

    • @DanaPearsonVastman
      @DanaPearsonVastman หลายเดือนก่อน

      Better hurry up!
      ... To me this whole process is being slow walked which is suicidal... Trouble with permits? Insane. Delayed a year because of bullshit

    • @Withnail1969
      @Withnail1969 หลายเดือนก่อน

      It will never go into operation. Chip manufacturing at that level is tied into China's industrial system for things like rare gases that are a byproduct of China's huge steel industry. Those gases won't be affordable from US suppliers.

  • @tommckee5671
    @tommckee5671 หลายเดือนก่อน +1

    These tech bros have distilled their product down to “compute” . This is perfect for them to concentrate their wealth and power even further.

    • @tedmoss
      @tedmoss หลายเดือนก่อน +1

      And perfect for you to do the same, instead of talking about it.

    • @ianollmann9393
      @ianollmann9393 27 วันที่ผ่านมา

      It's the newer and fancier bitcoin. A lot of cycles going to make nothing.

  • @paulmarvin4368
    @paulmarvin4368 หลายเดือนก่อน

    Dojo is involved as well?

  • @mpenlandmoto
    @mpenlandmoto หลายเดือนก่อน

    Compared Zbiotics with Myrkl?

  • @rebreaville9332
    @rebreaville9332 หลายเดือนก่อน +1

    I’m thinking that only HW3.5 and 4 are going to be able to master the full FSD whenever it shows up. But point made: Tesla has fielded efficient off-grid (to the extent that the chips run on batteries which are grid charged) inference chips. China developing big advantage as its power grid trends to 100% renewable with lower cost than nat gas and coal. China deploys more solar/wind than rest of world every year. One day, rest of world will wake up and notice that China’s cost of goods sold is significantly lower than everyone else. COGS is the power to make goods (and move them around to final manufacture, then move them to market).

  • @aknorth1053
    @aknorth1053 หลายเดือนก่อน +1

    I forsee some of this intelligence on demand operating similarly to time of use rates for electricity middle of the day will be cheaper than at night

    • @ianollmann9393
      @ianollmann9393 27 วันที่ผ่านมา

      That is the duck curve. It's already reality in a few solar heavy utility grids.

  • @juzefzoozoo
    @juzefzoozoo หลายเดือนก่อน +2

    What is compute????????

    • @ianollmann9393
      @ianollmann9393 27 วันที่ผ่านมา +1

      For the most part, what they are talking about here is computational linear algebra. Its a whole lotta multiplies and adds done on a computer attempting to optimize a set of a few million/billion fudge factors to model reality, and then more of the same to use those fudge factors to make predictions, however dubious.
      The LLMs that are popular at the moment are mostly floating-point matrix-matrix multiplication and some matrix-vector multiplication.

  • @wallykramer7566
    @wallykramer7566 14 วันที่ผ่านมา +1

    Good grief! John, you committed an English faux pas in the title. (I'll bet miss information would have got it right!) It's is a contraction of "it is". If you want to decline the genitive case for _it_ you would use _its_ without any apostrophe.

  • @audience2
    @audience2 หลายเดือนก่อน

    If compute is as valuable as claimed then scaling energy shouldn't be hard as it will pay for all the batteries, solar, wind, nuke, whatever needed.

  • @dang2055
    @dang2055 หลายเดือนก่อน +1

    So then is electricity to charge our vehicles going to cost more than gas in the future if we are going to have an electricity shortage? That would be a major problem if so.

    • @kylelieb2977
      @kylelieb2977 หลายเดือนก่อน

      Cost of electricity will soar, but electric generation should catch up eventually as the manufacture of solar and battery increase, along with new nuclear technology.

    • @dang2055
      @dang2055 หลายเดือนก่อน

      @@kylelieb2977 but what decade will that be? I’m a huge Tesla bull but don’t love hearing of electricity shortages. Huge problem. Cant just keeping saying in the future things will be great because that now has been said for 10 years and it’s always a new problem that will be fixed in the future.

    • @kylelieb2977
      @kylelieb2977 หลายเดือนก่อน

      @@dang2055 that is the nature of disruptive technology. The market always work towards balance but it is reactionary in nature so will always be a step behind disruptive technology. There is always a problem to solve, but thay keeps things interesting at least.

    • @ianollmann9393
      @ianollmann9393 27 วันที่ผ่านมา

      I don't think so. Solar is cheaper than all other forms of electricity generation. Wind is not far behind. The cost of panels are getting low enough that it is reasonable to use them for privacy fencing and building siding. If you ask me, it is more likely that electricity will become free during certain hours around midday. If grid energy really got as expensive as you say and panels keep getting cheaper, it will just spark a huge boom in solar manufacturing and installation.

    • @kylelieb2977
      @kylelieb2977 27 วันที่ผ่านมา

      @@ianollmann9393 agreed. First there will be a jump in the cost of electric, then a jump in cost of solar products, followed by an increase in manufacturing, followed by a decrease in cost od solar products finally followed by a decrease in the cost of electricity.

  • @penderic3415
    @penderic3415 29 วันที่ผ่านมา

    Well now, I'm thinking, self designing chip design, designing "special purpose" hardware and AI. Performance competitions will be interesting to watch.🤖

  • @jackcoats4146
    @jackcoats4146 หลายเดือนก่อน +1

    The problem is China thinks they own Taiwan, and China/Taiwan don't make the machines that make chips, the USA and EU do and have sold them to TSMC and similar companies. Samsung does have a chip fab in Austin (I worked there when Motorola owned it years ago) and it is making some chips, but last I heard it was still 7 or 12 nm chips, not the new hot of 4 and 3 nm. TSMC's and Intel's new fabs in AZ are supposed to make the new smaller chips.

    • @OO-uk3zt
      @OO-uk3zt หลายเดือนก่อน

      Tsmc also opening a factory in Dresden Germany.

  • @barneymiller4088
    @barneymiller4088 18 วันที่ผ่านมา +1

    If Crypto taught us anything, Computer=Energy. If Compute is important than Energy price and availability is the base of the pyramid.

  • @ddally8851
    @ddally8851 หลายเดือนก่อน

    Has anyone checked the water supply in Athens, Georgia? Several factors in the populace of Athens makes this highly advisable.

  • @McClarinJ
    @McClarinJ หลายเดือนก่อน

    Musk’s xAI has the advantage of a close relationship with Tesla’s energy division, specifically the access to the Megapack battery farms that need to be paired with wind and solar power to even out the power supply. I can easily imagine xAI becoming one of Tesla Energy’s biggest customers.
    In fact, I wonder if Tesla will devise special Megapacks specifically to address the other limitation the AI industry will face before hitting the energy wall, a critical shortage of voltage step-down transformers. The standard Megapacks are designed to feed into the high-voltage power grid since the higher the voltage, the less resistance energy loss over long transmission lines. However, if Megapack batteries and a giant solar panel installation are clustered around a data center, the voltage shouldn’t need to be nearly as high, resulting in less of a step-down need.

    • @iandavies4853
      @iandavies4853 หลายเดือนก่อน

      Good thinking, but still need main electricity delivery from remote RE farm, high voltage, step down to 5 volts (0.7v ?) or whatever.

  • @lopezb
    @lopezb หลายเดือนก่อน

    Dr K: ooops, "its" not "it's" in the title! it's= it is. its-=possession!

  • @rmc-worship
    @rmc-worship 29 วันที่ผ่านมา

    Well, I also think that Tesla can provide enough energy on their own, and therefor has again a mich better position, so it seems obvious, that growing the Tesla energy business rapidly to 👍

  • @roxter299roxter7
    @roxter299roxter7 หลายเดือนก่อน +2

    So the real winners will be the county that can produce the cheapest electricity.

    • @nguyep4
      @nguyep4 หลายเดือนก่อน

      Energy drives society

    • @iandavies4853
      @iandavies4853 หลายเดือนก่อน +1

      Most, not necessarily cheapest.
      And firmed.

  • @YellowRambler
    @YellowRambler หลายเดือนก่อน

    Compute? I’m guessing you mean computational power in the form of neural network implementation.

    • @billblackledge2679
      @billblackledge2679 หลายเดือนก่อน +1

      Definitely needed to start with his understanding, or a definition, of “compute”. Oil is something finite, “compute” I think is not.

    • @ianollmann9393
      @ianollmann9393 27 วันที่ผ่านมา

      @@billblackledge2679 There is some finite required energy associated with changing information state, so ultimately compute will be limited by atoms in the solar system or irradiance from the sun. Currently we are nowhere close to this level of efficiency, but we may never get there either. The atoms aren't getting any smaller and CPU process shrinks are doomed to run out of steam pretty soon. The 3 nm process has its smallest structures on the order of 10 atoms wide.

  • @YellowRambler
    @YellowRambler หลายเดือนก่อน +9

    Not the ace up his Sleeve I expected.
    This seems like the real ace up his sleeve.
    Elon has access to the most cost-effective method of Delivering payloads to orbit, he also has a laser based internet in orbit. A sun synchronous orbit would give him 24-7 solar energy to power orbital data centres, beaming data to earth by way of StarLink is a lot safer then trying to beam down solar energy by way of microwave.

    • @iandavies4853
      @iandavies4853 หลายเดือนก่อน +1

      Exactly. 250 tonnes on Starship at $10 per kg, space solar an option.
      Consider also, earth-based solar PV direct linked to micro compute, then link computer output.
      No need for transformers.

    • @Withnail1969
      @Withnail1969 หลายเดือนก่อน +1

      Elon does not have a laser based internet in orbit.

    • @YellowRambler
      @YellowRambler หลายเดือนก่อน +2

      @@Withnail1969
      Can you please expand your answer? StarLink new satellite with laser interconnection kinda seems like a start to a orbital internet to me, add to that the “Polaris Dawn” mission, one of it activity’s will be testing a inter-satellite laser communication from StarLink to a Dragon Spacecraft.?
      My definition of a orbital internet does not seem to be the same as you’re.

    • @Matzes
      @Matzes 29 วันที่ผ่านมา

      ​@@Withnail1969elon is majority owner spacex, which does starlink.

    • @Withnail1969
      @Withnail1969 29 วันที่ผ่านมา

      @@YellowRambler there is no new Starlink wth laser interconnection. It's hypothetical only.

  • @budgetaudiophilelife-long5461
    @budgetaudiophilelife-long5461 หลายเดือนก่อน

    🤗 WE DEFINITELY 💯 LIVE IN THE MOST INTERESTING 🧐 OF TIMES 🥶💚💚💚

  • @barneymiller4088
    @barneymiller4088 18 วันที่ผ่านมา

    Where is the rush to build power plants and infrastructure?

  • @thechurchandthenations
    @thechurchandthenations 29 วันที่ผ่านมา

    Doc it looks like you are the first customer of zbiotics kkkkk

  • @bryanp6354
    @bryanp6354 หลายเดือนก่อน

    Out of the $250B worth of vehicles, there's only $10B of hardware for inference on there, there rest of $240B is an EV

  • @robertstout7756
    @robertstout7756 29 วันที่ผ่านมา

    The enormous amount of waste heat created by all this compute is an opportunity that needs to be utilized

  • @keithpeterson9560
    @keithpeterson9560 หลายเดือนก่อน

    You said it. Chip foundries like TSMC need to come back to North America…ASAP. Also important as that is the machine that makes the chips; ASML. They are in the Netherlands. Are they safe? They seem to be. I would prefer a North American division.

    • @atlantasailor1
      @atlantasailor1 หลายเดือนก่อน

      There are not enough engineers in America for TSMC.

    • @OO-uk3zt
      @OO-uk3zt หลายเดือนก่อน

      Tsmc building a factory in Dresden Germany.

    • @ianollmann9393
      @ianollmann9393 27 วันที่ผ่านมา

      You do understand what the T in TSMC stands for, right? Come back to North America does not accurately describe what would be occurring.

    • @keithpeterson9560
      @keithpeterson9560 26 วันที่ผ่านมา

      @@ianollmann9393
      Having all your eggs in one basket is generally considered higher risk. You do know that Our ability to acquire high end 4nm chips will end once China breaks for Taiwan and this is going to happen. We Americans will have to back down, or start world war 3. It is no joke. Until we all learn to get along as one world all of this AI hopes for abundance is still a far off dream.

  • @garyrooksby
    @garyrooksby หลายเดือนก่อน +1

    John, you've a PhD. You should know that the punctuation in your video title is incorrect. "its" is a possessive pronoun that doesn't need an apostrophe. Just like theirs, ours, yours, etc. Apart from that, I avidly follow your videos and especially like your in-depth discussions with Scott.

  • @highlanderapparel
    @highlanderapparel 20 วันที่ผ่านมา

    Canada has electricity That they can export to us the Highlander.😊❤

  • @blengi
    @blengi หลายเดือนก่อน

    surely self replicating computing devices along lines of von neumann at some point will make compute supply and demand essentially moot in any economic sense

    • @ianollmann9393
      @ianollmann9393 27 วันที่ผ่านมา

      I might believe pseudo self replicating robots --- robots that make robots from a bucket of spare parts. CPUs that make CPUs is more of a stretch. You really need specialized equipment for that and will be limited by the amount of money you want to invest into a factory.

    • @blengi
      @blengi 27 วันที่ผ่านมา

      @@ianollmann9393 didn't really mean the cpu's self replicating independently, was more about computing "devices" which are designed to self reproduce similwar to the way mere human zygotes can reproduce a brain but need also need all the proccesses of human physiology and behaviour to instantiate the next generation of grey matter wielding baby-ware lol

  • @jameslaughter5183
    @jameslaughter5183 หลายเดือนก่อน

    Could the chips in a Tesla become more valuable than the car?

    • @brunoheggli2888
      @brunoheggli2888 29 วันที่ผ่านมา

      No the seats will be to most valuable!

  • @DeeyaGarg
    @DeeyaGarg 24 วันที่ผ่านมา

    Meta has 300k H100 chips while the next largest is 1/10 the collection

  • @bleujaun
    @bleujaun หลายเดือนก่อน

    I don’t agree with Elon on much but he’s right about compute being money in the future. Not just compute but all data as well. It’s just a shame that we’ve all given up so much data for free to big tech. For this reason alone I have Facebook in the lead esp with them also owning more gpus than the rest combined

  • @calebmorgan6939
    @calebmorgan6939 หลายเดือนก่อน +5

    The good Doctor could learn the rule for the standard use of the apostrophe.

    • @Longtack55
      @Longtack55 หลายเดือนก่อน

      And caps/upper-case.

  • @treestandsafety3996
    @treestandsafety3996 หลายเดือนก่อน +1

    Chip bubble incoming? When the tech comes to make cheap chips on demand..POP...goes Invidia...

  • @tombalabomba03
    @tombalabomba03 หลายเดือนก่อน +1

    Love your videos, but this could have been a 10 minute clip. I think you would get more views, if you have shorter videos, while talking less, but more precice, with more pauses! Cheers

  • @beths1765
    @beths1765 16 วันที่ผ่านมา

    Sam = Gollum! Fantastic.

  • @Viking7771
    @Viking7771 หลายเดือนก่อน

    The chips that Tesla are making for themselves and the battery storage for energy is going to be way bigger than there vehicles in the not to distant future😊

    • @brunoheggli2888
      @brunoheggli2888 29 วันที่ผ่านมา

      No Tesla frozen pizza will be the biggest thing after the Tesla Dildo!

  • @seanreynoldscs
    @seanreynoldscs หลายเดือนก่อน

    It's not infinite. If it costs $1000 of electricity per answer there are only certain questions worth asking.

  • @fractalelf7760
    @fractalelf7760 หลายเดือนก่อน

    Tesla has its own chip designs - granted they had to fire the guy from AMD who as rumors have it severely underestimated the size of memory needed for training AI. The question is how much will Tesla play in this - do they want to be in that game?

    • @finned958
      @finned958 หลายเดือนก่อน

      Yes, Tesla will have its chips built by TSMC and in their new factory in Arizona.

  • @okman9684
    @okman9684 29 วันที่ผ่านมา +1

    Compute and intelligence is tge new currency. Blockchain already showd us that

  • @Withnail1969
    @Withnail1969 หลายเดือนก่อน

    Grok does not make computer chips.

  • @Tinman_56
    @Tinman_56 หลายเดือนก่อน

    If society is to flourish in this "compute" ecosystem, it must be free of xharge to the population. The fundamental culture of our country and the world must accept this as a monumental shift in societal values.

  • @IntoTheFray.58
    @IntoTheFray.58 หลายเดือนก่อน

    If compute is the new money, the new source of economic and military power, the whole supply chain for producing compute is needed for any group that wants to be a leader in this arena. That will mean all the atoms needed to make computers and electricity and the ability to put them in the right configurations to create this new gold. I also suspect that if you want to go beyond the digital realm, you will need compute that interacts with the physical world - i.e. robots, in all their shapes and sizes. Indeed, robots will make the manufacture of all the various components of compute faster and cheaper.

    • @brunoheggli2888
      @brunoheggli2888 29 วันที่ผ่านมา

      No

    • @ianollmann9393
      @ianollmann9393 27 วันที่ผ่านมา

      @@brunoheggli2888 Agreed. Personally I think our near future with AI for the mainstream is going to be more like Star Wars than Star Trek -- ordinary people irritated by and kicking robots, while robots do a lot of grunt work.

    • @brunoheggli2888
      @brunoheggli2888 27 วันที่ผ่านมา

      ​@@ianollmann9393We have to talk more serious and about the importend things!How hot should robot asses be?

  • @tnelly6588
    @tnelly6588 หลายเดือนก่อน +7

    I asked Gemini for a picture of a puppy and got a Black Lab every time. Weird.

    • @gdok6088
      @gdok6088 หลายเดือนก่อน

      😂

    • @jameslaughter5183
      @jameslaughter5183 หลายเดือนก่อน

      Rephrase your question. Ask for a picture of dominate white puppy.

    • @brianboye8025
      @brianboye8025 หลายเดือนก่อน

      Operator error, dude. It's called a prompt. That's your responsibility.

  • @jcwiggens
    @jcwiggens 21 วันที่ผ่านมา

    Magic Beans. Buy Musk's Magic Beans now! I'm not a shill.

  • @RussAbbott1
    @RussAbbott1 หลายเดือนก่อน

    I disagree that asking an AI for information is different from asking Google for the same information. In simplest terms, an AI is a compressed database. So these two approaches to getting information is esentially the same thing.

  • @lylestavast7652
    @lylestavast7652 หลายเดือนก่อน

    Nothing is more important than driving DOWN the price of electricity - AI, EVs etc... even if it's done off-grid where the end user totally controls that volume... THAT is where money is going to be made... SuC with their own off-grid power especially... home charging volumes...

    • @brunoheggli2888
      @brunoheggli2888 29 วันที่ผ่านมา

      A hot ass is way more importend!

  • @nickmcconnell1291
    @nickmcconnell1291 หลายเดือนก่อน

    What you "seem" (in my own mind) to be telling us is to buy TSMC and NVIDIA stock because the growth is just starting.

  • @juliahello6673
    @juliahello6673 หลายเดือนก่อน

    So much for combatting climate change

  • @chrisar6068
    @chrisar6068 หลายเดือนก่อน

    Yes, transformers all the way down.

  • @stephenburrows4250
    @stephenburrows4250 หลายเดือนก่อน

    When it comes to energy consumption and all the hoo haa about Bitcoin mining and the obsessive focus by politicians on the amount of energy it requires..., what's the difference between a Bitcoin mining operation and any/all AI datacentre footprints in the future? Maybe time to put the Bitcoin FUD to bed 'OR'..., is the world about to have the same fight/argument over AI datacentres?

    • @ianollmann9393
      @ianollmann9393 26 วันที่ผ่านมา

      The AI has a very slight chance of proving useful for a little while, before they throw it away and move on to the next model. Bitcoin will never be useful.

    • @stephenburrows4250
      @stephenburrows4250 26 วันที่ผ่านมา

      @@ianollmann9393 - who said BTC was useful, I'm talking about power consumption...

  • @robertkaufman6184
    @robertkaufman6184 หลายเดือนก่อน

    What is the ACE up Tesla’s sleeve?

    • @ianollmann9393
      @ianollmann9393 27 วันที่ผ่านมา

      I guess he must be referring to its Dojo expertise. Personally I think the ace up Tesla's sleeve is car manufacturing efficiency, grid energy, and if it is really lucky FSD robotaxis and Optimus. However, it is spending billions on the moonshots and ignoring the edge it already has. It could be doubling down on EV production and grid energy but those things are stagnating. The thing is the global warming solution needs EVs and grid energy. AI and robot axis aren't useful for that, so it seems like this "ACE" is just distraction.

  • @markindy862
    @markindy862 หลายเดือนก่อน

    Money=compute=intelligence=money=electrical demand=the matrix=human 🔋 batteries

  • @3DThrills
    @3DThrills หลายเดือนก่อน +2

    When American troops suspected someone might be an enemy infiltrator during WWII, they would sometimes ask them who won the World Series.
    A few non-sports fans were detained.

    • @Longtack55
      @Longtack55 หลายเดือนก่อน +1

      Yeah, all of their allies would think "Why call it a World Series when it's confined to the USA?"

  • @gnagyusa
    @gnagyusa 26 วันที่ผ่านมา

    There is no such thing as too much computing power. Only a limited imagination.
    -Gabor Nagy
    Founder, CEO, Skyline Robotics - 2005

  • @fidgetbobby
    @fidgetbobby 24 วันที่ผ่านมา

    Its sleeve, not it’s.

  • @anotheryoutubechannel4809
    @anotheryoutubechannel4809 หลายเดือนก่อน +1

    3:00 i see where this is going! 🏆🏆🏆🏆

  • @lylestavast7652
    @lylestavast7652 หลายเดือนก่อน +2

    btw the US used less electricity in 2023 than it did in 2022.... a couple percent less... don't forget that some things are getting more efficient as time passed and older gear gets replaced by newer, more effcient replacements...

  • @fredlink1036
    @fredlink1036 8 วันที่ผ่านมา

    Red dwarf Talkie The Toaster