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<v Speaker 1>Where's the room for them on the sidewalks? Or are

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<v Speaker 1>you going to build something? Is that the idea that

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<v Speaker 1>we have behind a boring company to go underground for

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<v Speaker 1>the robots to walk around or fly above?

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<v Speaker 2>Where's the room for them?

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<v Speaker 3>Well? Actually, actually you can. You can fit all humanity

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<v Speaker 3>on the poor in the city. That's how small humans

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<v Speaker 3>are and octopus doesn't mind being pastically how much room.

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<v Speaker 4>Do people take?

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<v Speaker 3>And and this is why I think just having it

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<v Speaker 3>in the back of your mind that all eight billion

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<v Speaker 3>people on Earth can fit on one floor in the

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<v Speaker 3>city of New York.

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<v Speaker 4>So play. Another way I think meet is if you're find.

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<v Speaker 3>A cross the country and you'll go is to drop

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<v Speaker 3>a water blapoon on someone you you will fail.

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<v Speaker 4>Because it's empty.

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<v Speaker 1>We used to do that when we were in eighth grade.

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<v Speaker 1>We got them though. Yeah, So so Kaitlin, don't worry.

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<v Speaker 1>There's enough for so One of the things I think

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<v Speaker 1>about when you talk about Optimus is that there are

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<v Speaker 1>so many functions that it can perform. What's going to

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<v Speaker 1>be left for humans? Is there a job that humans

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<v Speaker 1>going to have other than just living? And you know

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<v Speaker 1>this great abundance that you're going to create what's going

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<v Speaker 1>to happen?

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<v Speaker 3>Well, I think there is this question of coming, Oh

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<v Speaker 3>how you write me? If the robots can do everything?

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<v Speaker 3>But we see lots of example where even though machines

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<v Speaker 3>can do much better humans sool like athletic experts, or

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<v Speaker 3>let's take up a mental school like chess, computers are

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<v Speaker 3>so good at your phone not even connected to the internet,

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<v Speaker 3>can beat magnus calls easily, but yet chess is that full.

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<v Speaker 4>Time huts and popularity.

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<v Speaker 3>So really, machines being better than something doesn't mean we

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<v Speaker 3>drives that doing.

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<v Speaker 1>The functions that you see these robots doing is what

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<v Speaker 1>what are they going to do?

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<v Speaker 2>And why is that? How are we going to have

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<v Speaker 2>a billion of them? And we have eight billion people.

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<v Speaker 3>Look like it's gonna take us a minute to make

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<v Speaker 3>a billion robots. So you know, I don't love you, brace,

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<v Speaker 3>but but I think we will.

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<v Speaker 5>There will ultimately be billions, billions of human robots on

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<v Speaker 5>a way to think that is, who want to not

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<v Speaker 5>one their own postal R two D two T three

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<v Speaker 5>p oo like pretty much goos you know three po.

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<v Speaker 4>Even better like your personal help for buddy robot.

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<v Speaker 3>It would be great, Uh, you could teach you teach

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<v Speaker 3>your kids taking balk from a walk, get the groceries,

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<v Speaker 3>you know, chat cushats, you know, protect you where need

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<v Speaker 3>is great? And then how many robots would it be

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<v Speaker 3>an industry providing products? So it's probably three or four

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<v Speaker 3>to one relative to humans, which which suggests that total

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<v Speaker 3>number of robots will be somewhere around maybe his highest

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<v Speaker 3>forty billion.

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<v Speaker 4>Don't forty forty billion? Maybe give you thirty billion robots.

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<v Speaker 4>It's a lot.

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<v Speaker 1>So the Japanese company is Kokop. Those robots that are

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<v Speaker 1>used in manufacturing are fifty one hundred thousand, one hundred

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<v Speaker 1>and fifty thousand. And you're describing a robot as twenty

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<v Speaker 1>thousand dollars. We have to have a million a year

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<v Speaker 1>to do that, with ten million a year to get

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<v Speaker 1>to twenty thousand dollars. And is that something that's going

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<v Speaker 1>to be affordable for people? Are they going to be rented,

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<v Speaker 1>They're going to be purchased corporations. Are we going to

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<v Speaker 1>get some kind of carried interest once they buy them

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<v Speaker 1>from us?

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<v Speaker 2>How is that going to work? Or don't we have

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<v Speaker 2>the model yet?

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<v Speaker 3>My rough guess is that the costs to get sold

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<v Speaker 3>their labor materials for optimus after we reach a million

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<v Speaker 3>units of study state production, So call it a year

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<v Speaker 3>after reaching a million units a year because it takes

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<v Speaker 3>a lot of effort to.

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<v Speaker 4>Improve the cost.

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<v Speaker 3>But at that point, I would expect the bullet the

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<v Speaker 3>labor materials to be twenty to thirty thousand dollars in

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<v Speaker 3>count year dollars, and that's a pretty I think that's

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<v Speaker 3>a pretty safe estimate.

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<v Speaker 1>When you're improving costs with cars, your idea is that

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<v Speaker 1>everything we buy from other people to use in our cars,

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<v Speaker 1>we know exactly how much it costs, and therefore we

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<v Speaker 1>can tell someone how much we're going to pay for

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<v Speaker 1>what we're buying from them, and if it doesn't, if

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<v Speaker 1>they're making too much, then we make that stuff ourselves.

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<v Speaker 1>Is that the same kind of idea we have in

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<v Speaker 1>this robots where we're going to it should be much

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<v Speaker 1>simpler to make in.

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<v Speaker 2>A car or my rom because in a hand.

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<v Speaker 3>That the hand is, the hand is extremely complex. There

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<v Speaker 3>are fifty actuators in the hand in the hand and

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<v Speaker 3>for actuators the motor, yeah, actuator is the motor Gearbucks

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<v Speaker 3>and par electronics, So that's one hundred per robot. Really

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<v Speaker 3>a lot of loot actuators and sensors. Approximately, there's a

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<v Speaker 3>lot of complexity.

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<v Speaker 1>Why is that important? Why is it important that we

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<v Speaker 1>have such a complex hand.

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<v Speaker 3>In order to do dexterous tasks, you have to have

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<v Speaker 3>hand with the sensitivity, precision, and degrees of freedom of

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<v Speaker 3>a human hand, you know. The So something that is

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<v Speaker 3>we find easy to do, like kick up a screwdriver

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<v Speaker 3>or ranch or even say thread a needle or play

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<v Speaker 3>the guitar, actually require a lot of dexterity. But one

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<v Speaker 3>of the reasons we think we can achieve sustainable abundance,

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<v Speaker 3>which is sort of the news of the revised version

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<v Speaker 3>of the company's goal, because it was accelerate sustainable energy, which,

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<v Speaker 3>as you mentioned, we've we've done that.

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<v Speaker 4>Our new all this sustainable abundance. So that's abundance for.

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<v Speaker 3>All, and but in a way that is sustainable that

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<v Speaker 3>does not destroy any of the national worlds.

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<v Speaker 2>How do we decide who gets what?

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<v Speaker 1>Somebody wants to buy my house, they can just come

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<v Speaker 1>in and start living there.

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<v Speaker 4>Well I'm not sure why. I mean, I do have

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<v Speaker 4>a nice house, so.

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<v Speaker 3>I can certainly see to see the appeal the robots

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<v Speaker 3>will bill to make anyone else you know, as long

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<v Speaker 3>as you don't just on it being in a particular location,

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<v Speaker 3>you can have Robsill be able to build you a counsel.

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<v Speaker 3>So but the reason for pandect dexterity is we won't

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<v Speaker 3>be able to do like surgery and precision medical actions.

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<v Speaker 4>So imagine a world where everyone has access to the best.

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<v Speaker 3>Search literally everyone, and Optimus will have the level of

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<v Speaker 3>precision that is frankly superhuman and will be able to

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<v Speaker 3>do medical procedures of very sophisticated medical procedures, any medical procedure,

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<v Speaker 3>perhaps things that really humans can't even do because they're

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<v Speaker 3>too they're too difficult.

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<v Speaker 4>And that will be available to anyone.

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<v Speaker 3>People often talk about liminating poverty in providing great medical care,

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<v Speaker 3>but they never actually have a solution, and money doesn't

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<v Speaker 3>solve it because there are only so many it's a

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<v Speaker 3>very limited number of great doctors and surgeons.

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<v Speaker 4>They don't grow on trees, but now they don't get

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<v Speaker 4>built in factories.

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<v Speaker 1>So I sent you a year or two ago an

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<v Speaker 1>article about a young man who was an interview in

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<v Speaker 1>Barns and he was thirty three at the time, and

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<v Speaker 1>he'd become a portfolio manager and he lost his legs

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<v Speaker 1>to a It was a Paralympic performer and he lost

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<v Speaker 1>his legs to man eating bacteria. And I said, is

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<v Speaker 1>there anything we can do to get him out of

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<v Speaker 1>the wheelchair? And you said yes to is in three

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<v Speaker 1>or four years we can give him an optimus body

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<v Speaker 1>and then we can use you know, transistors in his head,

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<v Speaker 1>in his brain, so let him function as a normal person,

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<v Speaker 1>dance and sing and walk and run. Have we been

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<v Speaker 1>able to make progress in that area.

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<v Speaker 3>Yeah, So that's a compost of bovine companies. One is

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<v Speaker 3>being neural Link and the other being Tesla. Neural Link

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<v Speaker 3>is also making good progress. Now has I think over

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<v Speaker 3>ten patients with neuralink implants and these people who didn't

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<v Speaker 3>have the ability to remove their farms or legs in

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<v Speaker 3>some cases were completely locked in like speck step hooking.

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<v Speaker 3>And they can now communicate and think as quickly, almost

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<v Speaker 3>as quickly as we're communicating right now, which is very cool.

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<v Speaker 3>And that's that's going to continue to accelerate. What we

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<v Speaker 3>can do is a neuralink implant that is taking signals

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<v Speaker 3>from the motor cortex brain and also receiving signals from

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<v Speaker 3>the semato quarters. Amatter of sensory cortex and then give

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<v Speaker 3>someone uh who's lost their legs fimis legs and so

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<v Speaker 3>you I mean, we're really getting like the six million

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<v Speaker 3>dollar man here, I mean from back in the day.

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<v Speaker 4>I don't know if you watched that show, but I

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<v Speaker 4>watched it.

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<v Speaker 2>Watch I watched it.

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<v Speaker 4>Yeah, that was pretty hmmm.

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<v Speaker 3>Yeah, And we can actually give someone superhuman cybor capabilities

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<v Speaker 3>like the six million dollar man, but less than six

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<v Speaker 3>million dollars in the next day at age. I mean

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<v Speaker 3>six million dollars back then was fourteen in these days

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<v Speaker 3>it's leg millon. But we're much less than that. I mean,

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<v Speaker 3>like for something that that would be reasonable and affordable,

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<v Speaker 3>you know, it might be well like sixty thousand dollars

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<v Speaker 3>type of thing, and you can take signals from neural

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<v Speaker 3>laying to mind that would be transmitting to legs, and

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<v Speaker 3>transmit those to the attached optimous robot legs and he

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<v Speaker 3>would actually be able to run fast than a human,

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<v Speaker 3>just like six million dollar.

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<v Speaker 1>Man in ruralin sounds really exciting, It sounds unbelievably excited.

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<v Speaker 2>The switch to XAI. So three years ago, you.

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<v Speaker 1>Were here and you would either just purchased or about

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<v Speaker 1>to purchase, you know, Twitter, which you've renamed X. And

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<v Speaker 1>you were widely criticized for that.

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<v Speaker 4>And yes it was right.

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<v Speaker 1>In fact, you even mentioned here on stage that you

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<v Speaker 1>didn't want to have anyone else be angry at you

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<v Speaker 1>because you had enough people trying to kill you already totally.

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<v Speaker 1>So you were buying you were buying X and it

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<v Speaker 1>was forty two billion dollars I think, and you were

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<v Speaker 1>in the process of raising money. And I called you

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<v Speaker 1>up and you hadn't called me to solicit me. And

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<v Speaker 1>I called you up and I said, I would like

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<v Speaker 1>to invest with you one hundred million dollars in this

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<v Speaker 1>and it was sixty million dollars for one of our

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<v Speaker 1>funds and forty million for me. And and you said really,

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<v Speaker 1>said yeah, You said really, And I said yeah.

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<v Speaker 2>And you told me that you thought.

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<v Speaker 1>I would make a double and I said, well, I

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<v Speaker 1>hope so, but to me, it felt like you made

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<v Speaker 1>us eight billion dollars in Tesla and be not very

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<v Speaker 1>appropriate if I didn't support this new venture that you

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<v Speaker 1>were doing. So we invested and then the day that

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<v Speaker 1>we pay the money, we marked it down seventy So man, this.

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<v Speaker 3>Is this is how I know your a true friend

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<v Speaker 3>run because this is a you know, I do regard

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<v Speaker 3>to you as.

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<v Speaker 4>A as a true, true, entrusted friend.

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<v Speaker 3>And you know, the test of friendship I got more

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<v Speaker 3>to the storyship. The test of friendship is is who

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<v Speaker 3>supports you when the chips are down and the tans

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<v Speaker 3>are tough and everyone's against you.

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<v Speaker 4>That's a real friend and that's you run.

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<v Speaker 2>Thank you.

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<v Speaker 1>So so we did invest that one hundred mark down

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<v Speaker 1>to thirty and then about a year later we started

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<v Speaker 1>getting phone calls from edge funds who always seem to

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<v Speaker 1>know things we're not supposed to know.

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<v Speaker 4>Yeah, yeah, they do, right, And.

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<v Speaker 1>They started saying, I'd like to buy your stock for

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<v Speaker 1>what you paid for it, and I said, I think

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<v Speaker 1>I'd rather wait to say in which I did. And

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<v Speaker 1>then and then change the name to X and change

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<v Speaker 1>the configuration of business. And then from that you bought

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<v Speaker 1>Twitter and it came together in a social network along

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<v Speaker 1>with this, and all of a sudden, we have a

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<v Speaker 1>business that has incredible data. Did you buy this for

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<v Speaker 1>the data that no one knew about? But their data

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<v Speaker 1>with six hundred million people talking with each other, it's

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<v Speaker 1>a physical.

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<v Speaker 2>Data that no one else has.

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<v Speaker 1>And then you started rock, which is based on our

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<v Speaker 1>data and everyone else doesn't have that, they got digital stuff.

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<v Speaker 1>And then when they have grock, then we need more

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<v Speaker 1>data centers, and you're building those. And in a space

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<v Speaker 1>of a very short time, less than months, you built

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<v Speaker 1>a data center which is four times as large as

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<v Speaker 1>anyone else on the planet, twenty five thousand what other

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<v Speaker 1>people had in CPUs, and we built it in GPUs

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<v Speaker 1>one hundred thousand more powerful. And then you know, now

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<v Speaker 1>we're going to go to hundreds of that. But the

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<v Speaker 1>bottom line is the investment that we made. We put

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<v Speaker 1>up more money and we have a total of three

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<v Speaker 1>hundred and fifty million dollars invested over the past two

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<v Speaker 1>or three years, and now it's worth seven hundred million dollars.

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<v Speaker 2>Everything you touch is like that. It's the most unbelievable

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<v Speaker 2>thing I've ever seen.

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<v Speaker 1>So so everyone's investment in technology, and we are investing

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<v Speaker 1>in in the technology person best engineer on the planet.

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<v Speaker 1>So thank you very much. So the vision is the

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<v Speaker 1>question is did you buy X Did you do my Twitter?

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<v Speaker 1>Because of the data?

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<v Speaker 2>Is that? Did you have all this in your head

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<v Speaker 2>before you did it?

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<v Speaker 3>Not? Really, No, I just bought Twitter because I thought

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<v Speaker 3>it was having a negative effect on civilization and just

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<v Speaker 3>sort of pushing ideas that were anti civilizational. You know,

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<v Speaker 3>it's sort of having Short captured by the far left.

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<v Speaker 3>That's it's fair to say the radical left. I mean,

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<v Speaker 3>they wouldn'tn't regard themselves as such, but it was captured

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<v Speaker 3>by group of people whose vedical beliefs are those of

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<v Speaker 3>you know, deeply San Francisco book, which is about as

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<v Speaker 3>des get in America, that that that it wasn't a

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<v Speaker 3>good forum for debate because they suspended many people on

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<v Speaker 3>the right, including the president, as as a miracle is

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<v Speaker 3>sitting president, which is really unprecedented.

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<v Speaker 4>President.

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<v Speaker 3>I think we need to have a public square where

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<v Speaker 3>there's a true freedom of speech, and freedom speech is

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<v Speaker 3>freedom of speech is the bedrock of democracy. If there's

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<v Speaker 3>no freedom of speech, people kindot make an informed vote,

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<v Speaker 3>and if you can't make an yourform vote, you don't

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<v Speaker 3>have a real democracy. So that's the purpose of acquiring

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<v Speaker 3>twitters who try to bring it more to the center.

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<v Speaker 3>There's been no no left wing voices have been banned

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<v Speaker 3>or anything like that or suppressed. But what you're trying

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<v Speaker 3>to do is give equal weight to all parts of

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<v Speaker 3>the country so that they can be a public count

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<v Speaker 3>square where people can exchange ideas and hopefully not preserved violence.

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<v Speaker 4>I think that's that's fundamental.

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<v Speaker 3>To I think it's one of the It's like free

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<v Speaker 3>speech because the bedrock democracy is. It's why it's the

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<v Speaker 3>first Amendment. Is people came from countries where if they

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<v Speaker 3>could be killed or imprisoned what they said. And in fact,

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<v Speaker 3>this is happening all around the world, as even in

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<v Speaker 3>places like Writin. So that's anyway I didn't because I

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<v Speaker 3>felt like the civilizational risks had to be addressed. I mean,

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<v Speaker 3>if America is not strong, then what the businesses matter.

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<v Speaker 3>America is a central pillar that holds up a Western civilization,

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<v Speaker 3>and if that pillar falls, everything falls.

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<v Speaker 2>So you were one of the founders, the two founders of.

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<v Speaker 1>CHATCHBT and you know open AI and you had a

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<v Speaker 1>disagree and it was founded as a charity, and it

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<v Speaker 1>was your idea that you wanted to make sure, you know,

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<v Speaker 1>freedom of speech and all the things that you deem

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<v Speaker 1>important for good lives on our planet were followed safety.

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<v Speaker 1>The other founder, what he tried to do and did

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<v Speaker 1>was accomplished, is that he got control even though it

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<v Speaker 1>was your money, and he got control and you and

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<v Speaker 1>he said, you know, I would like you to stay,

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<v Speaker 1>and he said, I want to go. I don't want

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<v Speaker 1>to be a part of this, and uh. And he

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<v Speaker 1>offered you some ownership and you said I don't want it.

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<v Speaker 1>And so here you walk away from an ownership of

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<v Speaker 1>chat GBT. So you're obviously not doing all this stuff

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<v Speaker 1>for money. I mean you are, but I mean that's

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<v Speaker 1>not But I mean if you if you were only

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<v Speaker 1>about money, you would have never left something that's worth

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<v Speaker 1>five hundred billion dollars by itself. And so here you're

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<v Speaker 1>forming this new entity Grock to accomplish what you wanted

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<v Speaker 1>Chat GIBT to accomplish.

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<v Speaker 2>But you think that we have an advantage.

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<v Speaker 1>In this because of the data, because of the compute,

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<v Speaker 1>because of what and what are you going to do

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<v Speaker 1>with this?

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<v Speaker 2>Ultimately?

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<v Speaker 1>If you talk about connecting physical worlds and digital what

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<v Speaker 1>does that mean?

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<v Speaker 3>Yeah, Well, just going back to opening a for a second,

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<v Speaker 3>the reason I found it Opening Eye was because I

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<v Speaker 3>was concerned so of my conversations with Larry Page, used

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<v Speaker 3>to be a close friend of mine, that he was

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<v Speaker 3>not sufficially concerned about the dangers of AIS really came

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<v Speaker 3>to a head when at my birthday party, he, in

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<v Speaker 3>front of a large group of people, called me a

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<v Speaker 3>species for favoring.

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<v Speaker 4>Humanity over computers. I think that's problem. I was like, Larry,

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<v Speaker 4>what side are you on?

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<v Speaker 3>It sounds like you're on the side of the computers,

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<v Speaker 3>but you really need to be on team humanity here.

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<v Speaker 4>You know. After that, I was like, Okay, this is it.

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<v Speaker 3>We've got to have some counterbalance to Google, because Larry

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<v Speaker 3>doesn't seem to care if humans to make it or not.

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<v Speaker 3>So I thought, what's the opposite of Google. It would

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<v Speaker 3>be an open source nonprofit. And that's where the word

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<v Speaker 3>open in opening eye comes from. It it means open source.

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<v Speaker 3>And and then I provided. I provided all the money

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<v Speaker 3>beginning like what are the series APC rounds, and recruited

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<v Speaker 3>the key people like Elisi's guy, and put them everything

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<v Speaker 3>out of I actually even got them to deal with

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<v Speaker 3>Microsoft with with such actially got I got such to

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<v Speaker 3>donate some time from Azure and for all that, I

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<v Speaker 3>did not seek any financial reward back whatsoever. And the

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<v Speaker 3>reason I actually took down the offer for shares is

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<v Speaker 3>because I mean I felt like what shares and why?

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<v Speaker 3>Like nonprofits supposed to have shares these last time I checked,

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<v Speaker 3>not space nonprofits. They're not supposed to be big yourself

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<v Speaker 3>in richment. So that's why I tuned down the offer

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<v Speaker 3>of shares because it doesn't seem morally illegally defenseful with

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<v Speaker 3>with Xai, and we are startying late with Xai, and

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<v Speaker 3>ever only two and a half years before basically designing

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<v Speaker 3>from behind.

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<v Speaker 4>We al somewhat have been underdoing, but pretty good with.

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<v Speaker 3>Technology though I don't want to put myself in back here,

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<v Speaker 3>but I have pretty good with technology, and we are

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<v Speaker 3>advancing bester than any other way. And I think the

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<v Speaker 3>for technology adventures, the winner ultimately is the one that

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<v Speaker 3>is able to move the fastest.

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<v Speaker 1>So we're optimizing for the best technology, and we're doing

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<v Speaker 1>something different than others, others in a digital world and

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<v Speaker 1>we're physical through digital with move meant and visual and

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<v Speaker 1>other people can't match that.

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<v Speaker 2>And also we have the real time data. What does

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<v Speaker 2>that mean? Why should we do better than everyone else?

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<v Speaker 2>Why are we going to win?

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<v Speaker 1>Why are we going to at least be different than

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<v Speaker 1>everyone else? So we have a really strong business.

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<v Speaker 4>Well for sure, I think it doesn't make a strong business.

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<v Speaker 3>Actually, not too worried about that because even a small

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<v Speaker 3>player that is successful in AI will be worth a

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<v Speaker 3>lot because they will cut to result and productivity to

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<v Speaker 3>the economy.

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<v Speaker 4>So it's actually pretty easy to.

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<v Speaker 3>Achieve a got pretty easy, But I mean it's not

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<v Speaker 3>There will be many companies that are worth sustainably, some

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<v Speaker 3>one hundred billion dollars sustainably.

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<v Speaker 4>Then several question of like well how do we achieve

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<v Speaker 4>the lead? That comes down to three things. Are you

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<v Speaker 4>able to.

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<v Speaker 3>Attract the best talent? Are you able to bring the

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<v Speaker 3>most amount of AI hardware online? Can you can you

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<v Speaker 3>bring GPUs online faster than anyone else? And we've already

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<v Speaker 3>demonstrated that we can do that. Jensen Monk himself said

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<v Speaker 3>that he was blown away by half past exciting to

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<v Speaker 3>Stata Center.

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<v Speaker 1>Jensen said, there's only one human on the planet who

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<v Speaker 1>could have done that.

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<v Speaker 2>That's you. Yes, it made us think about are you

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<v Speaker 2>really human?

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<v Speaker 4>I keep talking about I'm an alien, but nobody believes me.

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<v Speaker 3>I mean when I got my green clod and said

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<v Speaker 3>alien registration part So I mean, you know I have

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<v Speaker 3>I grow from the government.

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<v Speaker 4>Actually, I've got some relatively.

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<v Speaker 3>Rare skills these days in America, getting hardware.

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<v Speaker 4>I mean, if you look at the biggest successes.

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<v Speaker 3>In manufacturing in America since World War Two, by far

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<v Speaker 3>our Tesla in spaces.

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<v Speaker 1>So so to stay Sam Grock for another minute. So

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<v Speaker 1>the idea of connecting physical and digital is that that's

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<v Speaker 1>different digital digital figuring out who wants to buy what

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<v Speaker 1>we're doing something entirely different.

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<v Speaker 2>Is that fair?

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<v Speaker 3>I wouldn't say we're doing some up. We're doing we're

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<v Speaker 3>doing some things that are the same some things that

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<v Speaker 3>are different. But saying, like the elements that define success

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<v Speaker 3>for an AA company or won the talent to the hardware,

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<v Speaker 3>how much AI hardware can you bring to bear that

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<v Speaker 3>that's actually a very big deal, and we've shown that

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<v Speaker 3>we're the best at doing that at XAI.

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<v Speaker 4>And then third, unique access to data.

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<v Speaker 3>And for that we've got the x system formerly the

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<v Speaker 3>Twitter system, which is by far the best source of

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<v Speaker 3>real time data in the world. So that those are

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<v Speaker 3>some pretty significant assets. And I think we're going to

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<v Speaker 3>come up with some very innovative ideas. And I have

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<v Speaker 3>more ideas in mind that I know what to do with. Frankly,

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<v Speaker 3>I think we'll make some moves that are not on

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<v Speaker 3>the chess board that people don't anticipate in some creative moves,

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<v Speaker 3>and like I said, so I should point out but

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<v Speaker 3>growk Right now, Rock heavy is still the smartest AI

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<v Speaker 3>best of my knowledge, I recommend coming it out. Crock

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<v Speaker 3>Foy heavy is where we sporn several agents so they

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<v Speaker 3>work in parallel and they compare their output like a

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<v Speaker 3>study group and give you the final conclusion. And it

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<v Speaker 3>keeps getting better. And now we've gone training on Rock five.

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<v Speaker 3>Rock five I think will be the smartest AI in

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<v Speaker 3>the world, my significant margin on every metric without exception.

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<v Speaker 4>I might be wrong, but I think that will be

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<v Speaker 4>the case, and that will be in Q.

431
00:21:08.440 --> 00:21:13.640
<v Speaker 3>One sometimes Grack five, yes, I and Grock five is

432
00:21:13.640 --> 00:21:15.519
<v Speaker 3>the first time where I thought, well, we have a

433
00:21:15.519 --> 00:21:19.599
<v Speaker 3>non zero chance of achieving artificial general intelligence.

434
00:21:19.960 --> 00:21:21.039
<v Speaker 4>Not that it's a high chance.

435
00:21:21.519 --> 00:21:24.480
<v Speaker 3>I can't it like ten percent, but that's what my

436
00:21:25.119 --> 00:21:28.720
<v Speaker 3>biological neural name comes up with, which still means ninety

437
00:21:28.720 --> 00:21:29.599
<v Speaker 3>percent chance to be don't.

438
00:21:29.640 --> 00:21:31.160
<v Speaker 4>But I've never thought that before, and so for.

439
00:21:31.119 --> 00:21:33.519
<v Speaker 3>The first time I think, like, well, this this really

440
00:21:33.519 --> 00:21:36.759
<v Speaker 3>could be general intelligence at least a small chance. Rock

441
00:21:36.799 --> 00:21:39.440
<v Speaker 3>five will really be something special and it'll be both

442
00:21:39.480 --> 00:21:44.279
<v Speaker 3>extremely intelligent and extremely intelligence and extremely fast. So one

443
00:21:44.279 --> 00:21:45.720
<v Speaker 3>of the things that we're doing that I think is

444
00:21:45.799 --> 00:21:48.920
<v Speaker 3>interesting is Rocklipedia, which we're going to rename down the

445
00:21:49.000 --> 00:21:54.160
<v Speaker 3>road to incite to be Encyclopedia galact in of Isaac

446
00:21:54.240 --> 00:21:58.640
<v Speaker 3>Asimov and Douglas Adams. We both mentioned that, and the

447
00:21:58.759 --> 00:22:02.559
<v Speaker 3>idea of behind the fact Galactica is to create an

448
00:22:02.599 --> 00:22:07.160
<v Speaker 3>open source repository of all knowledge, like a distillation of

449
00:22:07.160 --> 00:22:09.880
<v Speaker 3>whole knowledge, and an open source meaning anyone can access it,

450
00:22:09.920 --> 00:22:11.920
<v Speaker 3>anyone can use it, and if other people want to

451
00:22:11.920 --> 00:22:13.119
<v Speaker 3>train on it, they can do so.

452
00:22:13.240 --> 00:22:15.039
<v Speaker 4>And then we want to create copies of this.

453
00:22:15.079 --> 00:22:17.759
<v Speaker 3>And distribute these copies throughout Earth and even put them

454
00:22:17.759 --> 00:22:19.960
<v Speaker 3>on the Moon and Mars and out of deep space

455
00:22:20.839 --> 00:22:23.799
<v Speaker 3>as in a way sort of a modern day Library

456
00:22:23.799 --> 00:22:26.079
<v Speaker 3>of Alexandria. It was the great tragedy that the Library

457
00:22:26.079 --> 00:22:29.480
<v Speaker 3>of Alexandria wrote down what was bunt down. And in

458
00:22:29.599 --> 00:22:32.240
<v Speaker 3>order to preserve this knowledge, I think we want to

459
00:22:32.480 --> 00:22:35.079
<v Speaker 3>literally enter it in stone and sort of stone stone

460
00:22:35.119 --> 00:22:38.119
<v Speaker 3>like my microplaunch, and distribute it widely. So the worst

461
00:22:38.119 --> 00:22:41.759
<v Speaker 3>case scenario future civilization, you can see what we learned

462
00:22:41.759 --> 00:22:43.240
<v Speaker 3>and pick things up from there.

463
00:22:43.279 --> 00:22:45.839
<v Speaker 1>So is there a major breakthrough that you can describe

464
00:22:46.240 --> 00:22:48.200
<v Speaker 1>that allows us to do this with grap five.

465
00:22:48.319 --> 00:22:49.559
<v Speaker 2>Is it just speed?

466
00:22:50.079 --> 00:22:53.079
<v Speaker 1>Is it more compute and therefore we are more and

467
00:22:53.200 --> 00:22:56.519
<v Speaker 1>now more you know, information we can train on.

468
00:22:56.880 --> 00:22:57.440
<v Speaker 2>What is the.

469
00:22:57.400 --> 00:23:01.839
<v Speaker 1>Breakthrough that allows us to to have is ten percent

470
00:23:01.920 --> 00:23:04.319
<v Speaker 1>chance for a GI Is there is there a breakthrough?

471
00:23:04.559 --> 00:23:06.319
<v Speaker 2>Or is just speed and access to data?

472
00:23:06.359 --> 00:23:09.440
<v Speaker 4>Act just it will be the largest models, best maneral.

473
00:23:09.599 --> 00:23:12.160
<v Speaker 3>So this is this is a six trillion parameter model,

474
00:23:12.240 --> 00:23:14.839
<v Speaker 3>whereas Rock three and four are based on a three

475
00:23:14.880 --> 00:23:18.400
<v Speaker 3>trillion parameter model. More of about the six trillion parameters

476
00:23:18.440 --> 00:23:22.039
<v Speaker 3>will have a much higher intelligence density for gigabyte than

477
00:23:22.319 --> 00:23:26.039
<v Speaker 3>Rock fall. I think this is an important metric to

478
00:23:26.039 --> 00:23:28.000
<v Speaker 3>think about intelligence for gigabyte and.

479
00:23:27.920 --> 00:23:29.799
<v Speaker 4>Intelligence for trillion operations.

480
00:23:30.559 --> 00:23:33.839
<v Speaker 3>We've learned a lot the quality of the data that

481
00:23:33.880 --> 00:23:37.000
<v Speaker 3>we're training on with Rock five business here. It's also

482
00:23:37.640 --> 00:23:43.680
<v Speaker 3>inherently multimodal, so it's XT, pictures, video, audio, bits. It's

483
00:23:43.720 --> 00:23:46.240
<v Speaker 3>going to be much better at tool use and effect

484
00:23:46.440 --> 00:23:52.640
<v Speaker 3>creating tools to be more effective at answering questions and understanding.

485
00:23:53.160 --> 00:23:57.160
<v Speaker 3>Its vision will be extremely good. It'll have real real time,

486
00:23:57.480 --> 00:24:00.480
<v Speaker 3>real time. But which is I think really fundamentally important

487
00:24:00.480 --> 00:24:02.960
<v Speaker 3>thing that none of the other anis can understand real

488
00:24:02.960 --> 00:24:04.759
<v Speaker 3>time video. I think if you can't do that, which

489
00:24:04.759 --> 00:24:08.400
<v Speaker 3>is humans can obviously do, you're you really can't achieve

490
00:24:09.359 --> 00:24:10.240
<v Speaker 3>a GI.

491
00:24:10.359 --> 00:24:11.079
<v Speaker 2>Every one of these.

492
00:24:11.599 --> 00:24:14.240
<v Speaker 3>There's some special source items that I there's some special

493
00:24:14.240 --> 00:24:16.440
<v Speaker 3>source items that I can't talk about in the public

494
00:24:16.440 --> 00:24:19.079
<v Speaker 3>from obviously you can't can't give away you.

495
00:24:19.000 --> 00:24:21.079
<v Speaker 4>Know, all the secrets here just between us.

496
00:24:22.400 --> 00:24:24.680
<v Speaker 3>But but but we have a few a few other

497
00:24:24.720 --> 00:24:27.519
<v Speaker 3>special things that are that are in the works.

498
00:24:28.920 --> 00:24:33.200
<v Speaker 4>For Rock five, it's really really going to feel sentient.

499
00:24:33.519 --> 00:24:36.160
<v Speaker 1>So but there is no when we're Grock five, when

500
00:24:36.160 --> 00:24:39.000
<v Speaker 1>you're talking about the advances, there is no limit. So

501
00:24:39.119 --> 00:24:41.880
<v Speaker 1>when we're groped, five is better than Rock four, which

502
00:24:41.880 --> 00:24:44.599
<v Speaker 1>is better than Rock three. But so so it keeps going.

503
00:24:44.960 --> 00:24:47.640
<v Speaker 1>So once we get to sentient levels, we go two

504
00:24:47.759 --> 00:24:50.680
<v Speaker 1>sentient five sent ten sentent millions.

505
00:24:50.400 --> 00:24:57.000
<v Speaker 3>Right the sentence book grow, I mean, which really mind blowing.

506
00:24:58.400 --> 00:25:01.680
<v Speaker 3>It's how far candasing teams to to your point, well,

507
00:25:01.720 --> 00:25:05.519
<v Speaker 3>how far does it go? I think it goes immensely

508
00:25:05.599 --> 00:25:11.359
<v Speaker 3>for almost incomprehensibly For that almost does go incomprehensibly far,

509
00:25:11.440 --> 00:25:15.839
<v Speaker 3>Like we see a path to putting one hundred gigawatts

510
00:25:15.880 --> 00:25:20.839
<v Speaker 3>per year of solo powered AI satellite into orbit and

511
00:25:20.839 --> 00:25:23.079
<v Speaker 3>and having this would be actually the lowest cost way

512
00:25:23.160 --> 00:25:25.839
<v Speaker 3>to power and operate.

513
00:25:25.559 --> 00:25:29.400
<v Speaker 4>The AI at a very large scale.

514
00:25:29.880 --> 00:25:33.240
<v Speaker 3>For reference, the United States consumes roughly four hundred and

515
00:25:33.279 --> 00:25:36.720
<v Speaker 3>sixty gigawatts an average per year because that average powerlel

516
00:25:36.759 --> 00:25:37.720
<v Speaker 3>the US is border.

517
00:25:37.519 --> 00:25:40.000
<v Speaker 2>Sixty together whole country, the whole country.

518
00:25:39.720 --> 00:25:41.359
<v Speaker 4>All electricity of all sources in the US.

519
00:25:41.440 --> 00:25:43.599
<v Speaker 2>Yes, and you're talking about one hundred being.

520
00:25:43.359 --> 00:25:46.680
<v Speaker 3>It well roughly of the US electricity out. We have

521
00:25:46.720 --> 00:25:48.079
<v Speaker 3>a we have a plan mapped out to do that.

522
00:25:48.319 --> 00:25:49.160
<v Speaker 3>It gets crazy.

523
00:25:49.599 --> 00:25:56.160
<v Speaker 1>So so here's what a treeum planets like Earth in

524
00:25:56.240 --> 00:25:59.880
<v Speaker 1>the world in a solar system whatever you call it,

525
00:26:00.240 --> 00:26:03.880
<v Speaker 1>truly and in that trillion So Big Bang was fourteen

526
00:26:03.920 --> 00:26:07.640
<v Speaker 1>billion years ago, thirteen billion years and planet are planets

527
00:26:07.720 --> 00:26:10.799
<v Speaker 1>only four billion years old, So there must be other planets.

528
00:26:10.839 --> 00:26:16.680
<v Speaker 1>They are like ours with all the minerals oxygen, hydrogen, silicon, carbon.

529
00:26:17.039 --> 00:26:20.920
<v Speaker 1>So life here has been extinguished four times. And presumably

530
00:26:21.440 --> 00:26:26.119
<v Speaker 1>you feel that other places, other civilizations, other planets.

531
00:26:26.200 --> 00:26:29.720
<v Speaker 2>Then we'll get off of this exists and are.

532
00:26:29.640 --> 00:26:34.160
<v Speaker 1>They planets where the beings there are part human or

533
00:26:34.240 --> 00:26:36.160
<v Speaker 1>park carbon and park metal.

534
00:26:36.279 --> 00:26:37.920
<v Speaker 3>Well, I think we'd like to find out. I'd like

535
00:26:37.960 --> 00:26:40.440
<v Speaker 3>to find out. I mean, my philosophy is one of curiosity.

536
00:26:41.000 --> 00:26:43.200
<v Speaker 3>I just want to know what's what's going on in

537
00:26:43.240 --> 00:26:46.519
<v Speaker 3>this unit? Is the standindable? Is the standard aysics correct

538
00:26:46.559 --> 00:26:48.519
<v Speaker 3>about the beginning of the universe?

539
00:26:48.640 --> 00:26:50.200
<v Speaker 4>Is heat death at the end of the universe? Other

540
00:26:50.279 --> 00:26:52.920
<v Speaker 4>other aliens organizations? Can we talk to them? And what

541
00:26:53.000 --> 00:26:55.160
<v Speaker 4>questions should we be asking you about reality? And we

542
00:26:55.200 --> 00:26:55.640
<v Speaker 4>don't know that.

543
00:26:55.839 --> 00:27:01.240
<v Speaker 3>So that's my is to expand consciousness to better understand unibuse.

544
00:27:02.000 --> 00:27:05.559
<v Speaker 1>So let's go to away from the universe, back to

545
00:27:05.599 --> 00:27:06.200
<v Speaker 1>Tesla again.

546
00:27:06.519 --> 00:27:12.359
<v Speaker 2>And you said that around here, back on grounds and.

547
00:27:12.759 --> 00:27:18.160
<v Speaker 1>So you said that our expertise is in making things better, faster,

548
00:27:18.400 --> 00:27:20.839
<v Speaker 1>cheaper than other people. And when I started investing in

549
00:27:20.920 --> 00:27:22.960
<v Speaker 1>Testa and we started investing in Tesla, you were telling

550
00:27:23.079 --> 00:27:26.599
<v Speaker 1>us that that it's the machine that makes, the machine

551
00:27:26.640 --> 00:27:29.160
<v Speaker 1>that's most important, the machine that makes. So you're into

552
00:27:29.240 --> 00:27:32.920
<v Speaker 1>machine learning, machine technology then, which is fifteen years ago.

553
00:27:33.400 --> 00:27:38.359
<v Speaker 1>And now the average car I think it's fifteen minutes

554
00:27:38.920 --> 00:27:42.559
<v Speaker 1>or fifty seconds, forty seconds, sixty seconds, and we're now

555
00:27:42.720 --> 00:27:45.680
<v Speaker 1>thirty five seconds. Every thirty five seconds the car rolls

556
00:27:45.720 --> 00:27:47.839
<v Speaker 1>off and then you say that we're going to get

557
00:27:47.839 --> 00:27:50.359
<v Speaker 1>down to ten seconds, and you said it's a possibility

558
00:27:50.680 --> 00:27:54.759
<v Speaker 1>we can go to five five seconds. Every car is

559
00:27:54.839 --> 00:27:56.599
<v Speaker 1>rolling off a line. How does that happen?

560
00:27:57.119 --> 00:27:59.480
<v Speaker 4>I certainly see a path to achieving it.

561
00:27:59.559 --> 00:28:02.960
<v Speaker 3>Roughly five thousand millis second second time or five seconds,

562
00:28:02.960 --> 00:28:06.079
<v Speaker 3>which is only that's only really walking speed. That's like

563
00:28:06.160 --> 00:28:08.519
<v Speaker 3>sort of a past wall. One meter per second is

564
00:28:08.519 --> 00:28:10.400
<v Speaker 3>a past walk. The car's less than five meters long.

565
00:28:10.440 --> 00:28:13.480
<v Speaker 3>Five second cycle time. The cars will will be exiting

566
00:28:13.480 --> 00:28:16.440
<v Speaker 3>the line at voking speed, so it's you can run

567
00:28:16.480 --> 00:28:18.400
<v Speaker 3>away from them. It's not going to be like they're

568
00:28:18.440 --> 00:28:23.480
<v Speaker 3>coming out like bullets or something. So but as a

569
00:28:23.640 --> 00:28:25.680
<v Speaker 3>as a rougherl of thumb, that's you know, it's ten

570
00:28:25.680 --> 00:28:28.000
<v Speaker 3>thousand minutes in a week. If you're run twenty four

571
00:28:28.000 --> 00:28:30.720
<v Speaker 3>to seven operation and you get you know, let's say

572
00:28:30.759 --> 00:28:35.119
<v Speaker 3>ten cars per minute, you've got one hundred thousand cars weeks.

573
00:28:35.319 --> 00:28:38.119
<v Speaker 2>But the question is how come we're able to do this?

574
00:28:38.359 --> 00:28:41.039
<v Speaker 1>The other people just not care or they think that, gee,

575
00:28:41.079 --> 00:28:44.039
<v Speaker 1>if I do something, if I have this idea and

576
00:28:44.079 --> 00:28:47.119
<v Speaker 1>we try to implement it and it doesn't work, then

577
00:28:47.160 --> 00:28:48.920
<v Speaker 1>I'm not going to get promoted where I can get

578
00:28:48.920 --> 00:28:51.680
<v Speaker 1>fired or I'll get blamed. And if it works, then

579
00:28:51.720 --> 00:28:53.400
<v Speaker 1>I'm have to do a lot of extra work that

580
00:28:53.480 --> 00:28:55.200
<v Speaker 1>I wouldn't have to do it if it didn't work.

581
00:28:55.240 --> 00:28:56.079
<v Speaker 2>Why don't other.

582
00:28:55.920 --> 00:28:59.880
<v Speaker 1>People have, you know, a mindset of making things better?

583
00:29:01.319 --> 00:29:04.119
<v Speaker 1>The Chinese they've been great at copying us, and some

584
00:29:04.160 --> 00:29:06.880
<v Speaker 1>instance has probably even done better than us after they've

585
00:29:06.920 --> 00:29:10.559
<v Speaker 1>copied for the first time. How come do you think that

586
00:29:10.720 --> 00:29:13.920
<v Speaker 1>other people haven't been able to make the advances we have.

587
00:29:14.519 --> 00:29:17.680
<v Speaker 1>And even the guy from Ford has recently said, gee,

588
00:29:17.720 --> 00:29:20.400
<v Speaker 1>this people in China wouldn't give us compliments, but he

589
00:29:20.440 --> 00:29:23.319
<v Speaker 1>said the people and the Chinese have copied us. Those

590
00:29:23.319 --> 00:29:26.200
<v Speaker 1>people in China are doing great, which is really compliments

591
00:29:26.279 --> 00:29:28.400
<v Speaker 1>us because the reason they're doing great is because us.

592
00:29:28.480 --> 00:29:30.920
<v Speaker 2>So why don't other people do this? Why doesn't he

593
00:29:31.000 --> 00:29:31.279
<v Speaker 2>do that?

594
00:29:31.319 --> 00:29:34.680
<v Speaker 3>Most companies are incrementalist, you know, the management team wants

595
00:29:34.680 --> 00:29:38.400
<v Speaker 3>to do five percent maybe ten percent better than last

596
00:29:38.480 --> 00:29:41.839
<v Speaker 3>year as opposed to big risks that could fail. And

597
00:29:41.960 --> 00:29:43.440
<v Speaker 3>obviously I've done have a problem.

598
00:29:43.160 --> 00:29:47.359
<v Speaker 2>With taking big risks, yeah, i'd say.

599
00:29:48.279 --> 00:29:50.599
<v Speaker 3>And I like to use the tools of physics to

600
00:29:50.640 --> 00:29:52.599
<v Speaker 3>Aline's thank you know, when I was in the factory

601
00:29:52.599 --> 00:29:54.680
<v Speaker 3>one night I was looking at the factory and I

602
00:29:54.720 --> 00:29:57.559
<v Speaker 3>was like, you know this, this could be much more efficient,

603
00:29:57.559 --> 00:30:00.799
<v Speaker 3>It could be much faster. There's tried rough mass trying

604
00:30:00.839 --> 00:30:03.839
<v Speaker 3>to capeculate the volumetric efficiency of the factory.

605
00:30:03.920 --> 00:30:04.640
<v Speaker 4>So if you buy the.

606
00:30:04.559 --> 00:30:07.279
<v Speaker 3>Factory in cubic meters and say how many cubic meters

607
00:30:07.319 --> 00:30:11.359
<v Speaker 3>are doing something useful and surprisingly small percent, the volumetric.

608
00:30:10.960 --> 00:30:12.039
<v Speaker 4>Density is not very good.

609
00:30:12.400 --> 00:30:15.160
<v Speaker 3>And then the speed of the cars and the parts

610
00:30:15.160 --> 00:30:18.720
<v Speaker 3>moving is quite slow, generally limited by the speed at

611
00:30:18.720 --> 00:30:22.559
<v Speaker 3>which people can say attach break lights or a seat

612
00:30:22.720 --> 00:30:23.359
<v Speaker 3>or something like that.

613
00:30:23.440 --> 00:30:24.519
<v Speaker 4>So if you.

614
00:30:24.559 --> 00:30:27.839
<v Speaker 3>Densify the factory and improve the bolumetric efficiency, which is

615
00:30:28.200 --> 00:30:32.319
<v Speaker 3>helpful for performable production efficiency because things have the best

616
00:30:32.319 --> 00:30:34.440
<v Speaker 3>distance to move, just like just like a chip, you

617
00:30:34.599 --> 00:30:37.880
<v Speaker 3>densify circuits in a chip, you get more efficient. They

618
00:30:37.880 --> 00:30:39.799
<v Speaker 3>think a lot of factories not like to how do

619
00:30:39.839 --> 00:30:42.759
<v Speaker 3>you make your trip faster? Well, you bring circuits closer together,

620
00:30:42.839 --> 00:30:45.160
<v Speaker 3>make the smaller, and you increase the clock speed.

621
00:30:45.240 --> 00:30:47.720
<v Speaker 1>So Robin told me that you told her once, I

622
00:30:47.759 --> 00:30:50.559
<v Speaker 1>think of myself as a bit, and if I'm a bit,

623
00:30:51.200 --> 00:30:52.279
<v Speaker 1>how would I like to travel?

624
00:30:52.400 --> 00:30:54.039
<v Speaker 4>I mean a bit or an asset?

625
00:30:54.160 --> 00:30:57.759
<v Speaker 3>If it's if it's the software software, or I come

626
00:30:57.799 --> 00:30:59.799
<v Speaker 3>on a ship, I say, what's the journey of them?

627
00:30:59.839 --> 00:31:00.440
<v Speaker 4>What am I doing?

628
00:31:00.480 --> 00:31:02.799
<v Speaker 3>And if this journey doesn't make sense, I need to

629
00:31:02.839 --> 00:31:04.359
<v Speaker 3>fix that. And if the journey of the ad time

630
00:31:04.359 --> 00:31:05.920
<v Speaker 3>in the factory doesn't make sense, and need to fix it.

631
00:31:06.039 --> 00:31:08.039
<v Speaker 1>So when you say you're working on weekends, I spent

632
00:31:08.160 --> 00:31:09.799
<v Speaker 1>all my sundays working on a chip.

633
00:31:09.920 --> 00:31:11.200
<v Speaker 2>What does that mean? What do you do?

634
00:31:11.839 --> 00:31:17.160
<v Speaker 3>It's saturdays, but sometimes Sundays actually fast recent weekends.

635
00:31:17.200 --> 00:31:17.960
<v Speaker 4>Spend Sundays too.

636
00:31:18.000 --> 00:31:19.519
<v Speaker 3>The a I five chip, which is going to be

637
00:31:19.559 --> 00:31:22.119
<v Speaker 3>a great chick, you know, all of all tess the

638
00:31:22.240 --> 00:31:24.559
<v Speaker 3>hinges on that chick. That's that's the chick that goes

639
00:31:24.640 --> 00:31:27.200
<v Speaker 3>that we're going to our next generation of self driving cards,

640
00:31:27.240 --> 00:31:29.440
<v Speaker 3>and it's also essential for the Optimist robot.

641
00:31:29.480 --> 00:31:32.039
<v Speaker 4>So that chip program was in bad shape.

642
00:31:32.359 --> 00:31:35.000
<v Speaker 3>It wasn't it wasn't closing because it's it's quite an

643
00:31:35.039 --> 00:31:37.799
<v Speaker 3>ambitious trip to line and it really wasn't on a

644
00:31:37.839 --> 00:31:40.039
<v Speaker 3>path to success. And they also have the job program

645
00:31:40.079 --> 00:31:43.279
<v Speaker 3>which was doing it was also doing okay, but but

646
00:31:43.400 --> 00:31:45.960
<v Speaker 3>not on a path to be competitive for the video.

647
00:31:46.000 --> 00:31:48.319
<v Speaker 3>So I clapped. I collapsed the two programs into just

648
00:31:48.319 --> 00:31:51.559
<v Speaker 3>one program is to get everyone focused on a five chip,

649
00:31:51.599 --> 00:31:54.720
<v Speaker 3>which is essential continue to use in video for training,

650
00:31:54.799 --> 00:31:57.200
<v Speaker 3>but we need the AI five infant chip, which is

651
00:31:57.319 --> 00:32:01.759
<v Speaker 3>it's a very powerful ship, but it's also a very

652
00:32:01.759 --> 00:32:04.880
<v Speaker 3>low power compt. It doesn't use a lot of power.

653
00:32:05.160 --> 00:32:07.599
<v Speaker 3>It's performance for what is extremely good. You think, you know,

654
00:32:07.799 --> 00:32:10.880
<v Speaker 3>it's probably going to be at least for two to

655
00:32:10.960 --> 00:32:14.559
<v Speaker 3>three times better than in video influence for what at

656
00:32:15.200 --> 00:32:17.240
<v Speaker 3>the inference level in the car and the robot.

657
00:32:17.279 --> 00:32:18.119
<v Speaker 4>And you know, I don't know.

658
00:32:18.839 --> 00:32:21.039
<v Speaker 3>Half percent of the cost of an in video chip

659
00:32:21.160 --> 00:32:25.480
<v Speaker 3>something like that. So these are very important numbers to achieve.

660
00:32:25.920 --> 00:32:27.880
<v Speaker 3>Had to get the ship program back on track. So

661
00:32:28.799 --> 00:32:30.440
<v Speaker 3>that's about a time or two. And at this point

662
00:32:30.480 --> 00:32:33.160
<v Speaker 3>I have the entire physicook signe of the chip laid

663
00:32:33.160 --> 00:32:33.640
<v Speaker 3>out in memory.

664
00:32:33.680 --> 00:32:34.839
<v Speaker 4>I can visionize the whole thing.

665
00:32:34.880 --> 00:32:39.039
<v Speaker 1>So when you're talking about chip manufacturer, you say, we

666
00:32:39.119 --> 00:32:41.799
<v Speaker 1>might have to build some kind of a giant fab.

667
00:32:42.319 --> 00:32:46.160
<v Speaker 1>Presumably we would have a partner with TSMC or with Samsung,

668
00:32:46.160 --> 00:32:48.279
<v Speaker 1>who wouldn't do this by ourselves, and those guys have

669
00:32:48.319 --> 00:32:50.279
<v Speaker 1>been doing this for we would do it by ourselves.

670
00:32:50.640 --> 00:32:54.160
<v Speaker 1>And these are things that cost twenty billion, thirty forty

671
00:32:54.200 --> 00:32:57.440
<v Speaker 1>billion dollars and where do the people come from to do this?

672
00:32:57.920 --> 00:33:01.240
<v Speaker 1>How can we not have partners? Is your thought? To

673
00:33:01.319 --> 00:33:04.279
<v Speaker 1>have a partner to do it by ourselves altimately ten years,

674
00:33:04.759 --> 00:33:06.680
<v Speaker 1>there's not gonna be enough chips in the world to

675
00:33:07.000 --> 00:33:08.240
<v Speaker 1>accomplish what we're trying to do.

676
00:33:08.319 --> 00:33:11.720
<v Speaker 3>Yeah, First of all, I have bes respectful KSMC and Samsung,

677
00:33:12.039 --> 00:33:16.160
<v Speaker 3>and we've worked with both TSMC and Samsung until the

678
00:33:16.279 --> 00:33:20.480
<v Speaker 3>end at uh SpaceX. TSMC and Samsung are great companies

679
00:33:20.839 --> 00:33:23.640
<v Speaker 3>and we want them to make our trip as quickly

680
00:33:23.680 --> 00:33:25.839
<v Speaker 3>as they can and scale up to as high as.

681
00:33:25.680 --> 00:33:27.799
<v Speaker 4>Possible value that that they're comfortable doing.

682
00:33:27.839 --> 00:33:31.799
<v Speaker 3>But the it's it doesn't appear to be fast enough.

683
00:33:31.839 --> 00:33:34.039
<v Speaker 3>And you know, when I ask how long will it

684
00:33:34.079 --> 00:33:36.559
<v Speaker 3>take you start to finish to get a new tube

685
00:33:36.599 --> 00:33:38.759
<v Speaker 3>fat both they tell me by five years to get

686
00:33:38.759 --> 00:33:40.480
<v Speaker 3>to bluing production, And like five years to me is

687
00:33:40.480 --> 00:33:42.119
<v Speaker 3>in the community.

688
00:33:41.960 --> 00:33:43.960
<v Speaker 4>My my timelines to.

689
00:33:43.960 --> 00:33:47.759
<v Speaker 3>Me too, By the way, one year, two year and

690
00:33:47.839 --> 00:33:50.720
<v Speaker 3>a year three scale it wills to finish, so I

691
00:33:51.240 --> 00:33:55.160
<v Speaker 3>can't even see that three years. So then I'm like, damn, okay,

692
00:33:55.160 --> 00:33:57.319
<v Speaker 3>this is this is not going to be fast enough.

693
00:33:57.359 --> 00:33:59.400
<v Speaker 3>Now if they if they change their minds and say, yeah,

694
00:33:59.559 --> 00:34:02.559
<v Speaker 3>they're going to go faster and they want to provide

695
00:34:02.599 --> 00:34:04.799
<v Speaker 3>us with one hundred two hundred billion ah f C

696
00:34:04.920 --> 00:34:06.079
<v Speaker 3>year in the timeframe that we need.

697
00:34:06.279 --> 00:34:06.720
<v Speaker 4>That's great.

698
00:34:07.240 --> 00:34:09.840
<v Speaker 1>How could they not when they know that we're demand

699
00:34:10.199 --> 00:34:12.360
<v Speaker 1>and we are going to use the product in our

700
00:34:12.400 --> 00:34:15.360
<v Speaker 1>own product, How could they not want to be our supplier?

701
00:34:15.559 --> 00:34:17.400
<v Speaker 1>Or how could they not want to be partners with us?

702
00:34:17.440 --> 00:34:21.079
<v Speaker 1>I don't understand what they are partners. We're using both,

703
00:34:21.639 --> 00:34:23.920
<v Speaker 1>I mean to really expand capacity tremendously.

704
00:34:24.199 --> 00:34:25.199
<v Speaker 2>Why don't they do that?

705
00:34:25.239 --> 00:34:28.239
<v Speaker 3>From this standpoint, they are because you'll be using TSMC,

706
00:34:28.400 --> 00:34:32.800
<v Speaker 3>tai Wan, t sm C gives me Taiwan TSMC, Arizona

707
00:34:33.519 --> 00:34:38.800
<v Speaker 3>Korea song and the Texas fac song to the four faves,

708
00:34:39.880 --> 00:34:43.119
<v Speaker 3>and you know, from this standpoint they're moving like I'm

709
00:34:43.159 --> 00:34:43.960
<v Speaker 3>just saying that.

710
00:34:44.320 --> 00:34:46.760
<v Speaker 4>Nonetheless, it would be a limiting factor for us.

711
00:34:47.159 --> 00:34:49.280
<v Speaker 3>They're going as fast as they can from this standpoint,

712
00:34:49.320 --> 00:34:52.039
<v Speaker 3>there's Middleton the matter. They're just never at someone without

713
00:34:52.079 --> 00:34:56.119
<v Speaker 3>sets of company outsets, versions, that's the matter. It might

714
00:34:56.239 --> 00:34:57.840
<v Speaker 3>just be that the only way to get to scale

715
00:34:58.039 --> 00:34:59.440
<v Speaker 3>at the rate that we want to get to tail

716
00:34:59.559 --> 00:35:03.400
<v Speaker 3>is to to build up a real and or be

717
00:35:03.480 --> 00:35:09.039
<v Speaker 3>limited an output of optimized and self driving cars by the.

718
00:35:11.199 --> 00:35:13.800
<v Speaker 1>Obviously you're not going to those are two choices to

719
00:35:13.880 --> 00:35:15.800
<v Speaker 1>go to FSD. We don't have too much more time.

720
00:35:16.199 --> 00:35:20.760
<v Speaker 1>But FSD uh full full self driving. You know, we're

721
00:35:20.840 --> 00:35:26.360
<v Speaker 1>making these tremendous breakthroughs, it seems. And you said recently

722
00:35:26.599 --> 00:35:29.960
<v Speaker 1>that you didn't want to expand capacity for making cars

723
00:35:30.559 --> 00:35:30.920
<v Speaker 1>until you.

724
00:35:30.960 --> 00:35:33.039
<v Speaker 2>Were convinced that that was the case. You are now

725
00:35:33.159 --> 00:35:35.719
<v Speaker 2>convinced that's the case. And again here.

726
00:35:36.119 --> 00:35:39.599
<v Speaker 1>We're making these exponential leaps in making in these cars.

727
00:35:39.920 --> 00:35:42.639
<v Speaker 1>And you said that a very large percentage of people

728
00:35:43.119 --> 00:35:46.320
<v Speaker 1>who have actually paid for full self driving don't use it.

729
00:35:46.639 --> 00:35:47.400
<v Speaker 2>I've never tried it.

730
00:35:47.800 --> 00:35:50.960
<v Speaker 4>Yes, that's pretty well. How yeah, how we do how

731
00:35:51.239 --> 00:35:53.440
<v Speaker 4>to buy something? You want to try it type of thing.

732
00:35:54.039 --> 00:35:54.599
<v Speaker 2>It's amazing.

733
00:35:54.880 --> 00:35:55.079
<v Speaker 4>Yeah.

734
00:35:55.320 --> 00:35:59.559
<v Speaker 3>So we're now kind of insisting with customers for safety

735
00:36:00.119 --> 00:36:03.559
<v Speaker 3>we demonstrate full self drive because the numbers are uncomfortable

736
00:36:03.679 --> 00:36:07.119
<v Speaker 3>at scale that work with Now we're more or ten

737
00:36:07.199 --> 00:36:13.599
<v Speaker 3>billion miles driven that it's four times safer on full

738
00:36:13.639 --> 00:36:18.519
<v Speaker 3>self driving then they're not, so it's actually a big

739
00:36:18.599 --> 00:36:23.159
<v Speaker 3>improvement in safety. And so at this point we're just

740
00:36:23.360 --> 00:36:27.440
<v Speaker 3>insisting that we at least demonstrate self driving to customers

741
00:36:27.719 --> 00:36:29.559
<v Speaker 3>so they know how to use it and turn it

742
00:36:29.679 --> 00:36:32.199
<v Speaker 3>on for safety reasons, so.

743
00:36:32.239 --> 00:36:35.559
<v Speaker 1>It drives full self driving drives just like a person,

744
00:36:35.719 --> 00:36:39.760
<v Speaker 1>as opposed to having the code to look for every

745
00:36:39.840 --> 00:36:43.079
<v Speaker 1>circumstance that would happen and you had to you know,

746
00:36:43.519 --> 00:36:45.239
<v Speaker 1>this is a fire truck in front of us with

747
00:36:45.400 --> 00:36:48.320
<v Speaker 1>a bicycle attached to it, or someone walking his dog

748
00:36:48.719 --> 00:36:51.639
<v Speaker 1>while he's driving along. They have to identify everything with

749
00:36:51.760 --> 00:36:55.719
<v Speaker 1>a code. What AI does, what we do, as I

750
00:36:55.880 --> 00:36:59.559
<v Speaker 1>understand it, is to make sure that it's just like us.

751
00:37:00.039 --> 00:37:00.559
<v Speaker 2>The affairs.

752
00:37:02.760 --> 00:37:07.000
<v Speaker 3>Yes, the key to achieving pulls driving unsupervised full self

753
00:37:07.039 --> 00:37:10.119
<v Speaker 3>driving safe than the human is improving the AI software

754
00:37:10.159 --> 00:37:13.159
<v Speaker 3>in the car. We're confident that the a hardware that's

755
00:37:13.199 --> 00:37:15.320
<v Speaker 3>that's a trip that we designed currently made my sentence,

756
00:37:16.079 --> 00:37:20.320
<v Speaker 3>is capable of achieving a safety level unsupervised, meaning if

757
00:37:20.360 --> 00:37:21.960
<v Speaker 3>you're a sleep in the car at least two to

758
00:37:22.119 --> 00:37:28.039
<v Speaker 3>three times out of the average, right, maybe more, And

759
00:37:28.159 --> 00:37:30.760
<v Speaker 3>then with a I five we think achieve probably a

760
00:37:30.920 --> 00:37:33.599
<v Speaker 3>tanic improvement in safety.

761
00:37:33.760 --> 00:37:35.159
<v Speaker 4>So these are really big deals.

762
00:37:35.159 --> 00:37:37.199
<v Speaker 3>So, I mean, I think it's like it's a very

763
00:37:37.280 --> 00:37:39.559
<v Speaker 3>profound things that I'm saying here, and I really encourage

764
00:37:39.559 --> 00:37:41.199
<v Speaker 3>people to go out there and try it because of

765
00:37:41.559 --> 00:37:43.800
<v Speaker 3>self driving and see for yourself.

766
00:37:44.000 --> 00:37:46.039
<v Speaker 4>You can just go to any Taelis. They'll show to

767
00:37:46.079 --> 00:37:47.320
<v Speaker 4>you and it's not secret.

768
00:37:47.480 --> 00:37:51.639
<v Speaker 1>See everyone here. You're benefiting if you try this and

769
00:37:51.719 --> 00:37:53.880
<v Speaker 1>then buy it. But once you try it, you're going

770
00:37:53.960 --> 00:37:57.519
<v Speaker 1>to buy it. You should try it. And so I

771
00:37:57.639 --> 00:38:01.079
<v Speaker 1>want to close on what I mentioned this morning on

772
00:38:01.559 --> 00:38:05.440
<v Speaker 1>CNBC was that you're not doing this so you can

773
00:38:05.480 --> 00:38:06.960
<v Speaker 1>get enough money to buy a beach house.

774
00:38:08.199 --> 00:38:10.400
<v Speaker 2>You're doing You're doing this even mine.

775
00:38:12.039 --> 00:38:16.079
<v Speaker 4>Yeah that's right, but but but but you're doing.

776
00:38:15.960 --> 00:38:20.880
<v Speaker 1>This because you know, Harry Page was right, You're you're

777
00:38:20.880 --> 00:38:23.800
<v Speaker 1>a specious that you think humans should survive.

778
00:38:24.480 --> 00:38:27.880
<v Speaker 4>Yes, I'm a bachelor pro human.

779
00:38:29.719 --> 00:38:34.320
<v Speaker 1>I mean, so you're you're spending Actually, whether you're worth

780
00:38:34.320 --> 00:38:37.400
<v Speaker 1>another trillion dollars or four hundred bigs doesn't really matter.

781
00:38:37.960 --> 00:38:39.159
<v Speaker 2>What are you going to do with all this money

782
00:38:39.159 --> 00:38:39.559
<v Speaker 2>at the end?

783
00:38:39.719 --> 00:38:39.960
<v Speaker 3>What? What?

784
00:38:40.440 --> 00:38:42.360
<v Speaker 2>What's your plan? How do you want people to think

785
00:38:42.400 --> 00:38:42.679
<v Speaker 2>about you?

786
00:38:42.840 --> 00:38:44.920
<v Speaker 3>You know, mostly I need to have enough of ownership

787
00:38:44.960 --> 00:38:46.920
<v Speaker 3>with the companies to be able to continue to direct

788
00:38:46.920 --> 00:38:50.199
<v Speaker 3>their activities. But it's from a crystal consumption standpoint, I

789
00:38:50.519 --> 00:38:53.719
<v Speaker 3>don't actually do on any vacations, and I just sort of,

790
00:38:53.800 --> 00:38:56.280
<v Speaker 3>you know, medium sized house and and I actually a

791
00:38:56.360 --> 00:38:57.119
<v Speaker 3>tiny house.

792
00:38:56.960 --> 00:38:57.679
<v Speaker 4>At stall Base.

793
00:38:58.800 --> 00:39:00.760
<v Speaker 2>I've seen that house. It is tiny.

794
00:39:00.960 --> 00:39:04.119
<v Speaker 3>Yeah yeah, but actually people my friends might have come

795
00:39:04.159 --> 00:39:06.000
<v Speaker 3>to visit. Then they thought I was kidding. I'm like, no,

796
00:39:06.119 --> 00:39:09.760
<v Speaker 3>it's really about of eight thousand dollars. But I've done

797
00:39:09.760 --> 00:39:10.639
<v Speaker 3>a lot with the place.

798
00:39:10.679 --> 00:39:13.920
<v Speaker 1>Artificial turf in front a little white pitte of fans.

799
00:39:14.320 --> 00:39:16.679
<v Speaker 3>But like I said, with with A and robotics, there

800
00:39:16.719 --> 00:39:21.039
<v Speaker 3>will be abindance girl though people Actually, in fact, in

801
00:39:21.119 --> 00:39:25.000
<v Speaker 3>a benign scenario, it's gonna be interesting threshold that that

802
00:39:25.199 --> 00:39:28.000
<v Speaker 3>AI passes and the ancrobotics pass, where it's run out

803
00:39:28.039 --> 00:39:33.000
<v Speaker 3>of things to do for humans. Literally, it's it's completely

804
00:39:33.719 --> 00:39:37.360
<v Speaker 3>satiated all human ones. And then I guess you'll have

805
00:39:37.400 --> 00:39:40.119
<v Speaker 3>to start thinking about working for itself or I don't know. Overall,

806
00:39:40.199 --> 00:39:43.480
<v Speaker 3>want to take the set of actions that expand consciousness

807
00:39:44.119 --> 00:39:49.079
<v Speaker 3>into the future, so that the gopen Scala consciousness brokes tremendously,

808
00:39:50.079 --> 00:39:53.480
<v Speaker 3>and that we explore other star systems like in Star

809
00:39:53.599 --> 00:39:57.480
<v Speaker 3>Trek co places and we have gone before, and find

810
00:39:57.519 --> 00:40:00.559
<v Speaker 3>out if there are existing alien civilizations. For maybe there's

811
00:40:00.559 --> 00:40:03.280
<v Speaker 3>a long bit alien civilization, and we can look through

812
00:40:03.320 --> 00:40:07.960
<v Speaker 3>their understand what they were lying, and just generally understand

813
00:40:08.000 --> 00:40:08.519
<v Speaker 3>the universe.
