Speaker 1: Where's the room for them on the sidewalks? Or are
you going to build something? Is that the idea that
we have behind a boring company to go underground for
the robots to walk around or fly above?
Speaker 2: Where's the room for them?
Speaker 3: Well? Actually, actually you can. You can fit all humanity
on the poor in the city. That's how small humans
are and octopus doesn't mind being pastically how much room.
Speaker 4: Do people take?
Speaker 3: And and this is why I think just having it
in the back of your mind that all eight billion
people on Earth can fit on one floor in the
city of New York.
Speaker 4: So play. Another way I think meet is if you're find.
Speaker 3: A cross the country and you'll go is to drop
a water blapoon on someone you you will fail.
Speaker 4: Because it's empty.
Speaker 1: We used to do that when we were in eighth grade.
We got them though. Yeah, So so Kaitlin, don't worry.
There's enough for so One of the things I think
about when you talk about Optimus is that there are
so many functions that it can perform. What's going to
be left for humans? Is there a job that humans
going to have other than just living? And you know
this great abundance that you're going to create what's going
to happen?
Speaker 3: Well, I think there is this question of coming, Oh
how you write me? If the robots can do everything?
But we see lots of example where even though machines
can do much better humans sool like athletic experts, or
let's take up a mental school like chess, computers are
so good at your phone not even connected to the internet,
can beat magnus calls easily, but yet chess is that full.
Speaker 4: Time huts and popularity.
Speaker 3: So really, machines being better than something doesn't mean we
drives that doing.
Speaker 1: The functions that you see these robots doing is what
what are they going to do?
Speaker 2: And why is that? How are we going to have
a billion of them? And we have eight billion people.
Speaker 3: Look like it's gonna take us a minute to make
a billion robots. So you know, I don't love you, brace,
but but I think we will.
Speaker 5: There will ultimately be billions, billions of human robots on
a way to think that is, who want to not
one their own postal R two D two T three
p oo like pretty much goos you know three po.
Speaker 4: Even better like your personal help for buddy robot.
Speaker 3: It would be great, Uh, you could teach you teach
your kids taking balk from a walk, get the groceries,
you know, chat cushats, you know, protect you where need
is great? And then how many robots would it be
an industry providing products? So it's probably three or four
to one relative to humans, which which suggests that total
number of robots will be somewhere around maybe his highest
forty billion.
Speaker 4: Don't forty forty billion? Maybe give you thirty billion robots.
It's a lot.
Speaker 1: So the Japanese company is Kokop. Those robots that are
used in manufacturing are fifty one hundred thousand, one hundred
and fifty thousand. And you're describing a robot as twenty
thousand dollars. We have to have a million a year
to do that, with ten million a year to get
to twenty thousand dollars. And is that something that's going
to be affordable for people? Are they going to be rented,
They're going to be purchased corporations. Are we going to
get some kind of carried interest once they buy them
from us?
Speaker 2: How is that going to work? Or don't we have
the model yet?
Speaker 3: My rough guess is that the costs to get sold
their labor materials for optimus after we reach a million
units of study state production, So call it a year
after reaching a million units a year because it takes
a lot of effort to.
Speaker 4: Improve the cost.
Speaker 3: But at that point, I would expect the bullet the
labor materials to be twenty to thirty thousand dollars in
count year dollars, and that's a pretty I think that's
a pretty safe estimate.
Speaker 1: When you're improving costs with cars, your idea is that
everything we buy from other people to use in our cars,
we know exactly how much it costs, and therefore we
can tell someone how much we're going to pay for
what we're buying from them, and if it doesn't, if
they're making too much, then we make that stuff ourselves.
Is that the same kind of idea we have in
this robots where we're going to it should be much
simpler to make in.
Speaker 2: A car or my rom because in a hand.
Speaker 3: That the hand is, the hand is extremely complex. There
are fifty actuators in the hand in the hand and
for actuators the motor, yeah, actuator is the motor Gearbucks
and par electronics, So that's one hundred per robot. Really
a lot of loot actuators and sensors. Approximately, there's a
lot of complexity.
Speaker 1: Why is that important? Why is it important that we
have such a complex hand.
Speaker 3: In order to do dexterous tasks, you have to have
hand with the sensitivity, precision, and degrees of freedom of
a human hand, you know. The So something that is
we find easy to do, like kick up a screwdriver
or ranch or even say thread a needle or play
the guitar, actually require a lot of dexterity. But one
of the reasons we think we can achieve sustainable abundance,
which is sort of the news of the revised version
of the company's goal, because it was accelerate sustainable energy, which,
as you mentioned, we've we've done that.
Speaker 4: Our new all this sustainable abundance. So that's abundance for.
Speaker 3: All, and but in a way that is sustainable that
does not destroy any of the national worlds.
Speaker 2: How do we decide who gets what?
Speaker 1: Somebody wants to buy my house, they can just come
in and start living there.
Speaker 4: Well I'm not sure why. I mean, I do have
a nice house, so.
Speaker 3: I can certainly see to see the appeal the robots
will bill to make anyone else you know, as long
as you don't just on it being in a particular location,
you can have Robsill be able to build you a counsel.
So but the reason for pandect dexterity is we won't
be able to do like surgery and precision medical actions.
Speaker 4: So imagine a world where everyone has access to the best.
Speaker 3: Search literally everyone, and Optimus will have the level of
precision that is frankly superhuman and will be able to
do medical procedures of very sophisticated medical procedures, any medical procedure,
perhaps things that really humans can't even do because they're
too they're too difficult.
Speaker 4: And that will be available to anyone.
Speaker 3: People often talk about liminating poverty in providing great medical care,
but they never actually have a solution, and money doesn't
solve it because there are only so many it's a
very limited number of great doctors and surgeons.
Speaker 4: They don't grow on trees, but now they don't get
built in factories.
Speaker 1: So I sent you a year or two ago an
article about a young man who was an interview in
Barns and he was thirty three at the time, and
he'd become a portfolio manager and he lost his legs
to a It was a Paralympic performer and he lost
his legs to man eating bacteria. And I said, is
there anything we can do to get him out of
the wheelchair? And you said yes to is in three
or four years we can give him an optimus body
and then we can use you know, transistors in his head,
in his brain, so let him function as a normal person,
dance and sing and walk and run. Have we been
able to make progress in that area.
Speaker 3: Yeah, So that's a compost of bovine companies. One is
being neural Link and the other being Tesla. Neural Link
is also making good progress. Now has I think over
ten patients with neuralink implants and these people who didn't
have the ability to remove their farms or legs in
some cases were completely locked in like speck step hooking.
And they can now communicate and think as quickly, almost
as quickly as we're communicating right now, which is very cool.
And that's that's going to continue to accelerate. What we
can do is a neuralink implant that is taking signals
from the motor cortex brain and also receiving signals from
the semato quarters. Amatter of sensory cortex and then give
someone uh who's lost their legs fimis legs and so
you I mean, we're really getting like the six million
dollar man here, I mean from back in the day.
Speaker 4: I don't know if you watched that show, but I
watched it.
Speaker 2: Watch I watched it.
Speaker 4: Yeah, that was pretty hmmm.
Speaker 3: Yeah, And we can actually give someone superhuman cybor capabilities
like the six million dollar man, but less than six
million dollars in the next day at age. I mean
six million dollars back then was fourteen in these days
it's leg millon. But we're much less than that. I mean,
like for something that that would be reasonable and affordable,
you know, it might be well like sixty thousand dollars
type of thing, and you can take signals from neural
laying to mind that would be transmitting to legs, and
transmit those to the attached optimous robot legs and he
would actually be able to run fast than a human,
just like six million dollar.
Speaker 1: Man in ruralin sounds really exciting, It sounds unbelievably excited.
Speaker 2: The switch to XAI. So three years ago, you.
Speaker 1: Were here and you would either just purchased or about
to purchase, you know, Twitter, which you've renamed X. And
you were widely criticized for that.
Speaker 4: And yes it was right.
Speaker 1: In fact, you even mentioned here on stage that you
didn't want to have anyone else be angry at you
because you had enough people trying to kill you already totally.
So you were buying you were buying X and it
was forty two billion dollars I think, and you were
in the process of raising money. And I called you
up and you hadn't called me to solicit me. And
I called you up and I said, I would like
to invest with you one hundred million dollars in this
and it was sixty million dollars for one of our
funds and forty million for me. And and you said really,
said yeah, You said really, And I said yeah.
Speaker 2: And you told me that you thought.
Speaker 1: I would make a double and I said, well, I
hope so, but to me, it felt like you made
us eight billion dollars in Tesla and be not very
appropriate if I didn't support this new venture that you
were doing. So we invested and then the day that
we pay the money, we marked it down seventy So man, this.
Speaker 3: Is this is how I know your a true friend
run because this is a you know, I do regard
to you as.
Speaker 4: A as a true, true, entrusted friend.
Speaker 3: And you know, the test of friendship I got more
to the storyship. The test of friendship is is who
supports you when the chips are down and the tans
are tough and everyone's against you.
Speaker 4: That's a real friend and that's you run.
Speaker 2: Thank you.
Speaker 1: So so we did invest that one hundred mark down
to thirty and then about a year later we started
getting phone calls from edge funds who always seem to
know things we're not supposed to know.
Speaker 4: Yeah, yeah, they do, right, And.
Speaker 1: They started saying, I'd like to buy your stock for
what you paid for it, and I said, I think
I'd rather wait to say in which I did. And
then and then change the name to X and change
the configuration of business. And then from that you bought
Twitter and it came together in a social network along
with this, and all of a sudden, we have a
business that has incredible data. Did you buy this for
the data that no one knew about? But their data
with six hundred million people talking with each other, it's
a physical.
Speaker 2: Data that no one else has.
Speaker 1: And then you started rock, which is based on our
data and everyone else doesn't have that, they got digital stuff.
And then when they have grock, then we need more
data centers, and you're building those. And in a space
of a very short time, less than months, you built
a data center which is four times as large as
anyone else on the planet, twenty five thousand what other
people had in CPUs, and we built it in GPUs
one hundred thousand more powerful. And then you know, now
we're going to go to hundreds of that. But the
bottom line is the investment that we made. We put
up more money and we have a total of three
hundred and fifty million dollars invested over the past two
or three years, and now it's worth seven hundred million dollars.
Speaker 2: Everything you touch is like that. It's the most unbelievable
thing I've ever seen.
Speaker 1: So so everyone's investment in technology, and we are investing
in in the technology person best engineer on the planet.
So thank you very much. So the vision is the
question is did you buy X Did you do my Twitter?
Because of the data?
Speaker 2: Is that? Did you have all this in your head
before you did it?
Speaker 3: Not? Really, No, I just bought Twitter because I thought
it was having a negative effect on civilization and just
sort of pushing ideas that were anti civilizational. You know,
it's sort of having Short captured by the far left.
That's it's fair to say the radical left. I mean,
they wouldn'tn't regard themselves as such, but it was captured
by group of people whose vedical beliefs are those of
you know, deeply San Francisco book, which is about as
des get in America, that that that it wasn't a
good forum for debate because they suspended many people on
the right, including the president, as as a miracle is
sitting president, which is really unprecedented.
Speaker 4: President.
Speaker 3: I think we need to have a public square where
there's a true freedom of speech, and freedom speech is
freedom of speech is the bedrock of democracy. If there's
no freedom of speech, people kindot make an informed vote,
and if you can't make an yourform vote, you don't
have a real democracy. So that's the purpose of acquiring
twitters who try to bring it more to the center.
There's been no no left wing voices have been banned
or anything like that or suppressed. But what you're trying
to do is give equal weight to all parts of
the country so that they can be a public count
square where people can exchange ideas and hopefully not preserved violence.
Speaker 4: I think that's that's fundamental.
Speaker 3: To I think it's one of the It's like free
speech because the bedrock democracy is. It's why it's the
first Amendment. Is people came from countries where if they
could be killed or imprisoned what they said. And in fact,
this is happening all around the world, as even in
places like Writin. So that's anyway I didn't because I
felt like the civilizational risks had to be addressed. I mean,
if America is not strong, then what the businesses matter.
America is a central pillar that holds up a Western civilization,
and if that pillar falls, everything falls.
Speaker 2: So you were one of the founders, the two founders of.
Speaker 1: CHATCHBT and you know open AI and you had a
disagree and it was founded as a charity, and it
was your idea that you wanted to make sure, you know,
freedom of speech and all the things that you deem
important for good lives on our planet were followed safety.
The other founder, what he tried to do and did
was accomplished, is that he got control even though it
was your money, and he got control and you and
he said, you know, I would like you to stay,
and he said, I want to go. I don't want
to be a part of this, and uh. And he
offered you some ownership and you said I don't want it.
And so here you walk away from an ownership of
chat GBT. So you're obviously not doing all this stuff
for money. I mean you are, but I mean that's
not But I mean if you if you were only
about money, you would have never left something that's worth
five hundred billion dollars by itself. And so here you're
forming this new entity Grock to accomplish what you wanted
Chat GIBT to accomplish.
Speaker 2: But you think that we have an advantage.
Speaker 1: In this because of the data, because of the compute,
because of what and what are you going to do
with this?
Speaker 2: Ultimately?
Speaker 1: If you talk about connecting physical worlds and digital what
does that mean?
Speaker 3: Yeah, Well, just going back to opening a for a second,
the reason I found it Opening Eye was because I
was concerned so of my conversations with Larry Page, used
to be a close friend of mine, that he was
not sufficially concerned about the dangers of AIS really came
to a head when at my birthday party, he, in
front of a large group of people, called me a
species for favoring.
Speaker 4: Humanity over computers. I think that's problem. I was like, Larry,
what side are you on?
Speaker 3: It sounds like you're on the side of the computers,
but you really need to be on team humanity here.
Speaker 4: You know. After that, I was like, Okay, this is it.
Speaker 3: We've got to have some counterbalance to Google, because Larry
doesn't seem to care if humans to make it or not.
So I thought, what's the opposite of Google. It would
be an open source nonprofit. And that's where the word
open in opening eye comes from. It it means open source.
And and then I provided. I provided all the money
beginning like what are the series APC rounds, and recruited
the key people like Elisi's guy, and put them everything
out of I actually even got them to deal with
Microsoft with with such actially got I got such to
donate some time from Azure and for all that, I
did not seek any financial reward back whatsoever. And the
reason I actually took down the offer for shares is
because I mean I felt like what shares and why?
Like nonprofits supposed to have shares these last time I checked,
not space nonprofits. They're not supposed to be big yourself
in richment. So that's why I tuned down the offer
of shares because it doesn't seem morally illegally defenseful with
with Xai, and we are startying late with Xai, and
ever only two and a half years before basically designing
from behind.
Speaker 4: We al somewhat have been underdoing, but pretty good with.
Speaker 3: Technology though I don't want to put myself in back here,
but I have pretty good with technology, and we are
advancing bester than any other way. And I think the
for technology adventures, the winner ultimately is the one that
is able to move the fastest.
Speaker 1: So we're optimizing for the best technology, and we're doing
something different than others, others in a digital world and
we're physical through digital with move meant and visual and
other people can't match that.
Speaker 2: And also we have the real time data. What does
that mean? Why should we do better than everyone else?
Why are we going to win?
Speaker 1: Why are we going to at least be different than
everyone else? So we have a really strong business.
Speaker 4: Well for sure, I think it doesn't make a strong business.
Speaker 3: Actually, not too worried about that because even a small
player that is successful in AI will be worth a
lot because they will cut to result and productivity to
the economy.
Speaker 4: So it's actually pretty easy to.
Speaker 3: Achieve a got pretty easy, But I mean it's not
There will be many companies that are worth sustainably, some
one hundred billion dollars sustainably.
Speaker 4: Then several question of like well how do we achieve
the lead? That comes down to three things. Are you
able to.
Speaker 3: Attract the best talent? Are you able to bring the
most amount of AI hardware online? Can you can you
bring GPUs online faster than anyone else? And we've already
demonstrated that we can do that. Jensen Monk himself said
that he was blown away by half past exciting to
Stata Center.
Speaker 1: Jensen said, there's only one human on the planet who
could have done that.
Speaker 2: That's you. Yes, it made us think about are you
really human?
Speaker 4: I keep talking about I'm an alien, but nobody believes me.
Speaker 3: I mean when I got my green clod and said
alien registration part So I mean, you know I have
I grow from the government.
Speaker 4: Actually, I've got some relatively.
Speaker 3: Rare skills these days in America, getting hardware.
Speaker 4: I mean, if you look at the biggest successes.
Speaker 3: In manufacturing in America since World War Two, by far
our Tesla in spaces.
Speaker 1: So so to stay Sam Grock for another minute. So
the idea of connecting physical and digital is that that's
different digital digital figuring out who wants to buy what
we're doing something entirely different.
Speaker 2: Is that fair?
Speaker 3: I wouldn't say we're doing some up. We're doing we're
doing some things that are the same some things that
are different. But saying, like the elements that define success
for an AA company or won the talent to the hardware,
how much AI hardware can you bring to bear that
that's actually a very big deal, and we've shown that
we're the best at doing that at XAI.
Speaker 4: And then third, unique access to data.
Speaker 3: And for that we've got the x system formerly the
Twitter system, which is by far the best source of
real time data in the world. So that those are
some pretty significant assets. And I think we're going to
come up with some very innovative ideas. And I have
more ideas in mind that I know what to do with. Frankly,
I think we'll make some moves that are not on
the chess board that people don't anticipate in some creative moves,
and like I said, so I should point out but
growk Right now, Rock heavy is still the smartest AI
best of my knowledge, I recommend coming it out. Crock
Foy heavy is where we sporn several agents so they
work in parallel and they compare their output like a
study group and give you the final conclusion. And it
keeps getting better. And now we've gone training on Rock five.
Rock five I think will be the smartest AI in
the world, my significant margin on every metric without exception.
Speaker 4: I might be wrong, but I think that will be
the case, and that will be in Q.
Speaker 3: One sometimes Grack five, yes, I and Grock five is
the first time where I thought, well, we have a
non zero chance of achieving artificial general intelligence.
Speaker 4: Not that it's a high chance.
Speaker 3: I can't it like ten percent, but that's what my
biological neural name comes up with, which still means ninety
percent chance to be don't.
Speaker 4: But I've never thought that before, and so for.
Speaker 3: The first time I think, like, well, this this really
could be general intelligence at least a small chance. Rock
five will really be something special and it'll be both
extremely intelligent and extremely intelligence and extremely fast. So one
of the things that we're doing that I think is
interesting is Rocklipedia, which we're going to rename down the
road to incite to be Encyclopedia galact in of Isaac
Asimov and Douglas Adams. We both mentioned that, and the
idea of behind the fact Galactica is to create an
open source repository of all knowledge, like a distillation of
whole knowledge, and an open source meaning anyone can access it,
anyone can use it, and if other people want to
train on it, they can do so.
Speaker 4: And then we want to create copies of this.
Speaker 3: And distribute these copies throughout Earth and even put them
on the Moon and Mars and out of deep space
as in a way sort of a modern day Library
of Alexandria. It was the great tragedy that the Library
of Alexandria wrote down what was bunt down. And in
order to preserve this knowledge, I think we want to
literally enter it in stone and sort of stone stone
like my microplaunch, and distribute it widely. So the worst
case scenario future civilization, you can see what we learned
and pick things up from there.
Speaker 1: So is there a major breakthrough that you can describe
that allows us to do this with grap five.
Speaker 2: Is it just speed?
Speaker 1: Is it more compute and therefore we are more and
now more you know, information we can train on.
Speaker 2: What is the.
Speaker 1: Breakthrough that allows us to to have is ten percent
chance for a GI Is there is there a breakthrough?
Speaker 2: Or is just speed and access to data?
Speaker 4: Act just it will be the largest models, best maneral.
Speaker 3: So this is this is a six trillion parameter model,
whereas Rock three and four are based on a three
trillion parameter model. More of about the six trillion parameters
will have a much higher intelligence density for gigabyte than
Rock fall. I think this is an important metric to
think about intelligence for gigabyte and.
Speaker 4: Intelligence for trillion operations.
Speaker 3: We've learned a lot the quality of the data that
we're training on with Rock five business here. It's also
inherently multimodal, so it's XT, pictures, video, audio, bits. It's
going to be much better at tool use and effect
creating tools to be more effective at answering questions and understanding.
Its vision will be extremely good. It'll have real real time,
real time. But which is I think really fundamentally important
thing that none of the other anis can understand real
time video. I think if you can't do that, which
is humans can obviously do, you're you really can't achieve
a GI.
Speaker 2: Every one of these.
Speaker 3: There's some special source items that I there's some special
source items that I can't talk about in the public
from obviously you can't can't give away you.
Speaker 4: Know, all the secrets here just between us.
Speaker 3: But but but we have a few a few other
special things that are that are in the works.
Speaker 4: For Rock five, it's really really going to feel sentient.
Speaker 1: So but there is no when we're Grock five, when
you're talking about the advances, there is no limit. So
when we're groped, five is better than Rock four, which
is better than Rock three. But so so it keeps going.
So once we get to sentient levels, we go two
sentient five sent ten sentent millions.
Speaker 3: Right the sentence book grow, I mean, which really mind blowing.
It's how far candasing teams to to your point, well,
how far does it go? I think it goes immensely
for almost incomprehensibly For that almost does go incomprehensibly far,
Like we see a path to putting one hundred gigawatts
per year of solo powered AI satellite into orbit and
and having this would be actually the lowest cost way
to power and operate.
Speaker 4: The AI at a very large scale.
Speaker 3: For reference, the United States consumes roughly four hundred and
sixty gigawatts an average per year because that average powerlel
the US is border.
Speaker 2: Sixty together whole country, the whole country.
Speaker 4: All electricity of all sources in the US.
Speaker 2: Yes, and you're talking about one hundred being.
Speaker 3: It well roughly of the US electricity out. We have
a we have a plan mapped out to do that.
It gets crazy.
Speaker 1: So so here's what a treeum planets like Earth in
the world in a solar system whatever you call it,
truly and in that trillion So Big Bang was fourteen
billion years ago, thirteen billion years and planet are planets
only four billion years old, So there must be other planets.
They are like ours with all the minerals oxygen, hydrogen, silicon, carbon.
So life here has been extinguished four times. And presumably
you feel that other places, other civilizations, other planets.
Speaker 2: Then we'll get off of this exists and are.
Speaker 1: They planets where the beings there are part human or
park carbon and park metal.
Speaker 3: Well, I think we'd like to find out. I'd like
to find out. I mean, my philosophy is one of curiosity.
I just want to know what's what's going on in
this unit? Is the standindable? Is the standard aysics correct
about the beginning of the universe?
Speaker 4: Is heat death at the end of the universe? Other
other aliens organizations? Can we talk to them? And what
questions should we be asking you about reality? And we
don't know that.
Speaker 3: So that's my is to expand consciousness to better understand unibuse.
Speaker 1: So let's go to away from the universe, back to
Tesla again.
Speaker 2: And you said that around here, back on grounds and.
Speaker 1: So you said that our expertise is in making things better, faster,
cheaper than other people. And when I started investing in
Testa and we started investing in Tesla, you were telling
us that that it's the machine that makes, the machine
that's most important, the machine that makes. So you're into
machine learning, machine technology then, which is fifteen years ago.
And now the average car I think it's fifteen minutes
or fifty seconds, forty seconds, sixty seconds, and we're now
thirty five seconds. Every thirty five seconds the car rolls
off and then you say that we're going to get
down to ten seconds, and you said it's a possibility
we can go to five five seconds. Every car is
rolling off a line. How does that happen?
Speaker 4: I certainly see a path to achieving it.
Speaker 3: Roughly five thousand millis second second time or five seconds,
which is only that's only really walking speed. That's like
sort of a past wall. One meter per second is
a past walk. The car's less than five meters long.
Five second cycle time. The cars will will be exiting
the line at voking speed, so it's you can run
away from them. It's not going to be like they're
coming out like bullets or something. So but as a
as a rougherl of thumb, that's you know, it's ten
thousand minutes in a week. If you're run twenty four
to seven operation and you get you know, let's say
ten cars per minute, you've got one hundred thousand cars weeks.
Speaker 2: But the question is how come we're able to do this?
Speaker 1: The other people just not care or they think that, gee,
if I do something, if I have this idea and
we try to implement it and it doesn't work, then
I'm not going to get promoted where I can get
fired or I'll get blamed. And if it works, then
I'm have to do a lot of extra work that
I wouldn't have to do it if it didn't work.
Speaker 2: Why don't other.
Speaker 1: People have, you know, a mindset of making things better?
The Chinese they've been great at copying us, and some
instance has probably even done better than us after they've
copied for the first time. How come do you think that
other people haven't been able to make the advances we have.
And even the guy from Ford has recently said, gee,
this people in China wouldn't give us compliments, but he
said the people and the Chinese have copied us. Those
people in China are doing great, which is really compliments
us because the reason they're doing great is because us.
Speaker 2: So why don't other people do this? Why doesn't he
do that?
Speaker 3: Most companies are incrementalist, you know, the management team wants
to do five percent maybe ten percent better than last
year as opposed to big risks that could fail. And
obviously I've done have a problem.
Speaker 2: With taking big risks, yeah, i'd say.
Speaker 3: And I like to use the tools of physics to
Aline's thank you know, when I was in the factory
one night I was looking at the factory and I
was like, you know this, this could be much more efficient,
It could be much faster. There's tried rough mass trying
to capeculate the volumetric efficiency of the factory.
Speaker 4: So if you buy the.
Speaker 3: Factory in cubic meters and say how many cubic meters
are doing something useful and surprisingly small percent, the volumetric.
Speaker 4: Density is not very good.
Speaker 3: And then the speed of the cars and the parts
moving is quite slow, generally limited by the speed at
which people can say attach break lights or a seat
or something like that.
Speaker 4: So if you.
Speaker 3: Densify the factory and improve the bolumetric efficiency, which is
helpful for performable production efficiency because things have the best
distance to move, just like just like a chip, you
densify circuits in a chip, you get more efficient. They
think a lot of factories not like to how do
you make your trip faster? Well, you bring circuits closer together,
make the smaller, and you increase the clock speed.
Speaker 1: So Robin told me that you told her once, I
think of myself as a bit, and if I'm a bit,
how would I like to travel?
Speaker 4: I mean a bit or an asset?
Speaker 3: If it's if it's the software software, or I come
on a ship, I say, what's the journey of them?
Speaker 4: What am I doing?
Speaker 3: And if this journey doesn't make sense, I need to
fix that. And if the journey of the ad time
in the factory doesn't make sense, and need to fix it.
Speaker 1: So when you say you're working on weekends, I spent
all my sundays working on a chip.
Speaker 2: What does that mean? What do you do?
Speaker 3: It's saturdays, but sometimes Sundays actually fast recent weekends.
Speaker 4: Spend Sundays too.
Speaker 3: The a I five chip, which is going to be
a great chick, you know, all of all tess the
hinges on that chick. That's that's the chick that goes
that we're going to our next generation of self driving cards,
and it's also essential for the Optimist robot.
Speaker 4: So that chip program was in bad shape.
Speaker 3: It wasn't it wasn't closing because it's it's quite an
ambitious trip to line and it really wasn't on a
path to success. And they also have the job program
which was doing it was also doing okay, but but
not on a path to be competitive for the video.
So I clapped. I collapsed the two programs into just
one program is to get everyone focused on a five chip,
which is essential continue to use in video for training,
but we need the AI five infant chip, which is
it's a very powerful ship, but it's also a very
low power compt. It doesn't use a lot of power.
It's performance for what is extremely good. You think, you know,
it's probably going to be at least for two to
three times better than in video influence for what at
the inference level in the car and the robot.
Speaker 4: And you know, I don't know.
Speaker 3: Half percent of the cost of an in video chip
something like that. So these are very important numbers to achieve.
Had to get the ship program back on track. So
that's about a time or two. And at this point
I have the entire physicook signe of the chip laid
out in memory.
Speaker 4: I can visionize the whole thing.
Speaker 1: So when you're talking about chip manufacturer, you say, we
might have to build some kind of a giant fab.
Presumably we would have a partner with TSMC or with Samsung,
who wouldn't do this by ourselves, and those guys have
been doing this for we would do it by ourselves.
And these are things that cost twenty billion, thirty forty
billion dollars and where do the people come from to do this?
How can we not have partners? Is your thought? To
have a partner to do it by ourselves altimately ten years,
there's not gonna be enough chips in the world to
accomplish what we're trying to do.
Speaker 3: Yeah, First of all, I have bes respectful KSMC and Samsung,
and we've worked with both TSMC and Samsung until the
end at uh SpaceX. TSMC and Samsung are great companies
and we want them to make our trip as quickly
as they can and scale up to as high as.
Speaker 4: Possible value that that they're comfortable doing.
Speaker 3: But the it's it doesn't appear to be fast enough.
And you know, when I ask how long will it
take you start to finish to get a new tube
fat both they tell me by five years to get
to bluing production, And like five years to me is
in the community.
Speaker 4: My my timelines to.
Speaker 3: Me too, By the way, one year, two year and
a year three scale it wills to finish, so I
can't even see that three years. So then I'm like, damn, okay,
this is this is not going to be fast enough.
Now if they if they change their minds and say, yeah,
they're going to go faster and they want to provide
us with one hundred two hundred billion ah f C
year in the timeframe that we need.
Speaker 4: That's great.
Speaker 1: How could they not when they know that we're demand
and we are going to use the product in our
own product, How could they not want to be our supplier?
Or how could they not want to be partners with us?
I don't understand what they are partners. We're using both,
I mean to really expand capacity tremendously.
Speaker 2: Why don't they do that?
Speaker 3: From this standpoint, they are because you'll be using TSMC,
tai Wan, t sm C gives me Taiwan TSMC, Arizona
Korea song and the Texas fac song to the four faves,
and you know, from this standpoint they're moving like I'm
just saying that.
Speaker 4: Nonetheless, it would be a limiting factor for us.
Speaker 3: They're going as fast as they can from this standpoint,
there's Middleton the matter. They're just never at someone without
sets of company outsets, versions, that's the matter. It might
just be that the only way to get to scale
at the rate that we want to get to tail
is to to build up a real and or be
limited an output of optimized and self driving cars by the.
Speaker 1: Obviously you're not going to those are two choices to
go to FSD. We don't have too much more time.
But FSD uh full full self driving. You know, we're
making these tremendous breakthroughs, it seems. And you said recently
that you didn't want to expand capacity for making cars
until you.
Speaker 2: Were convinced that that was the case. You are now
convinced that's the case. And again here.
Speaker 1: We're making these exponential leaps in making in these cars.
And you said that a very large percentage of people
who have actually paid for full self driving don't use it.
Speaker 2: I've never tried it.
Speaker 4: Yes, that's pretty well. How yeah, how we do how
to buy something? You want to try it type of thing.
Speaker 2: It's amazing.
Speaker 4: Yeah.
Speaker 3: So we're now kind of insisting with customers for safety
we demonstrate full self drive because the numbers are uncomfortable
at scale that work with Now we're more or ten
billion miles driven that it's four times safer on full
self driving then they're not, so it's actually a big
improvement in safety. And so at this point we're just
insisting that we at least demonstrate self driving to customers
so they know how to use it and turn it
on for safety reasons, so.
Speaker 1: It drives full self driving drives just like a person,
as opposed to having the code to look for every
circumstance that would happen and you had to you know,
this is a fire truck in front of us with
a bicycle attached to it, or someone walking his dog
while he's driving along. They have to identify everything with
a code. What AI does, what we do, as I
understand it, is to make sure that it's just like us.
Speaker 2: The affairs.
Speaker 3: Yes, the key to achieving pulls driving unsupervised full self
driving safe than the human is improving the AI software
in the car. We're confident that the a hardware that's
that's a trip that we designed currently made my sentence,
is capable of achieving a safety level unsupervised, meaning if
you're a sleep in the car at least two to
three times out of the average, right, maybe more, And
then with a I five we think achieve probably a
tanic improvement in safety.
Speaker 4: So these are really big deals.
Speaker 3: So, I mean, I think it's like it's a very
profound things that I'm saying here, and I really encourage
people to go out there and try it because of
self driving and see for yourself.
Speaker 4: You can just go to any Taelis. They'll show to
you and it's not secret.
Speaker 1: See everyone here. You're benefiting if you try this and
then buy it. But once you try it, you're going
to buy it. You should try it. And so I
want to close on what I mentioned this morning on
CNBC was that you're not doing this so you can
get enough money to buy a beach house.
Speaker 2: You're doing You're doing this even mine.
Speaker 4: Yeah that's right, but but but but you're doing.
Speaker 1: This because you know, Harry Page was right, You're you're
a specious that you think humans should survive.
Speaker 4: Yes, I'm a bachelor pro human.
Speaker 1: I mean, so you're you're spending Actually, whether you're worth
another trillion dollars or four hundred bigs doesn't really matter.
Speaker 2: What are you going to do with all this money
at the end?
Speaker 3: What? What?
Speaker 2: What's your plan? How do you want people to think
about you?
Speaker 3: You know, mostly I need to have enough of ownership
with the companies to be able to continue to direct
their activities. But it's from a crystal consumption standpoint, I
don't actually do on any vacations, and I just sort of,
you know, medium sized house and and I actually a
tiny house.
Speaker 4: At stall Base.
Speaker 2: I've seen that house. It is tiny.
Speaker 3: Yeah yeah, but actually people my friends might have come
to visit. Then they thought I was kidding. I'm like, no,
it's really about of eight thousand dollars. But I've done
a lot with the place.
Speaker 1: Artificial turf in front a little white pitte of fans.
Speaker 3: But like I said, with with A and robotics, there
will be abindance girl though people Actually, in fact, in
a benign scenario, it's gonna be interesting threshold that that
AI passes and the ancrobotics pass, where it's run out
of things to do for humans. Literally, it's it's completely
satiated all human ones. And then I guess you'll have
to start thinking about working for itself or I don't know. Overall,
want to take the set of actions that expand consciousness
into the future, so that the gopen Scala consciousness brokes tremendously,
and that we explore other star systems like in Star
Trek co places and we have gone before, and find
out if there are existing alien civilizations. For maybe there's
a long bit alien civilization, and we can look through
their understand what they were lying, and just generally understand
the universe.