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cover of episode Elon Musk | All-In Summit 2024

Elon Musk | All-In Summit 2024

2024/10/8
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

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Hey, everybody, freeburg here. What you're about to hear is a discussion from our all in summit recording on september night. We're going to publish some of the best conversations once a week. If you want to see all the talk, subscribe to our youtube channel at youtube doc flash at all in and follow us on eggs at the all in part.

On my.

Going this, all right.

good.

After taking the time. how? Hi, dan, brother, you keep him busy.

yeah. I mean. It's rarely .

a slow week.

I mean, in the world as well. Yeah and any given week and IT just seems like the things get out here.

It's definitely a simulation. We've agreed on this at this point.

I mean, well, if if if we are in some alien methodic series, I think the ratings are high. Yeah.

how are .

the the freedom of speech wars going? This is a, you've been, you've been at war for two years now. Yes, the Price of freedom of speech is not cheap, isn't?

I think it's like .

forty .

four billion like no.

give give take a building .

yeah right .

now yeah it's .

pretty beauty is like this weird movement to quels free speech kind around the world and and that's something we should be very concerned about. You have to ask like why was the first a moment like a high priority like you never want, is because people came from countries where if you spoke, really you would be a prisoner killed. And they are like, well, would like to not have that here because that was terrible. And and actually, you know this a lot of place in the world right now. If you, if you are critical of the government, you get in prisoner killed.

right?

Yeah, we d like to not have .

that you want to.

I suspect this is a receptive audience to that message.

I think we always thought that the west was the exception to that, that we knew there were authority, an places around the world. But we thought that in the west we had have free of speech. And we've seen, like you said, that seems like a global movement in britain. You've got teachers being put in prison for means opposing it's .

like you like to you like to facebook .

post i'm in .

the prison yeah people going to actually you know present for for like like obscure comments on social media not even like not even yeah the brand like about that was like, what is the massing crime .

that povl in france? And then of course, you got brazil with judge vote more. That one seems like the one that impacts you the most, can you what's the latest on that?

Well, I guess what we are trying to figure out is there some a reasonable solution in brazil in the concern i'm going I want to to make sure that does this frame to correct um and um you know funny memes aside, the the natural concern was that at least at at export, we had the perception that um we were being asked to do things that violated brazilian law.

So I always say we cannot as an american company, impose american laws and values on on other countries. That wouldn't get very far if we did that. But we do you know think that if if a country's law laws are particular way and we're being asked to what we think we think we're being asked to break them then and and b silences about IT, then obviously that is no good.

So so actually really clear, because the sometimes, sometimes comes to cries as elands trying to just be a crazy whatever billion's aire, and demand outrageous things from other countries. And you know what that is true. In addition, there are other things that I think are your valid, which is like we also can't, I think, any given thing that we do at x corp, we're going to be able to explain in the light of day and and not feel that I was just honner's or you know we did the wrong thing, you know.

So we don't that was the that that nature of the concern. So we actually are in sort of discussions with the judicial authorities in brazil to try to run this to ground like what what's actually going on. If if we were being asked to break the law, brazilian law, and that, that obviously should not be should not sit well with the resilient judiciary. And if are not, and we're mistaken, we would like to understand how we're mistaken. I think that's that's a pretty reasonable position.

I'm a bit concerned as a friend that you're going to go to one of these countries and i'm going to wake up one day, you're going to get arrested and like have to go value out or something like .

this is feels .

very acute like yes. I mean, it's not a joke now like they're literally saying like you know that is binding saying like we have to look into that guy now it's become quite literal like this who is the guy who just wrote the was the guardian piece about like.

oh yeah, there there have been three articles and I think in the past three weeks, Robert, right. But but I wasn't just him as three different articles .

and that doesn't that's a .

trend that calling for me to be imprisoned in the guardian, you know. why?

Yeah guardian .

of yeah censorship censorship.

But the press here is that you brought this thing, this online form, this communication platform, and you're allowing people to use IT to express themselves. Therefore you have to be jailed. I don't understand the logic here, right? There's what do you think they're actually afraid of at this point? What's the motion here? I mean.

I think if somebody is if somebody so of trying to push a pulse premise on the world, then and then that but and that promise can be undermined with public dialogue, then they will be opposed to public dialogue on that promise because they wish that false promise to prevail right um so that I think you know the issue there is if they don't like the truth, want to suppress IT. Now you know some of what we're trying to do with x corp. Is, I distinguish from my son, who's also called acts.

You have parental goals.

everyone, everything is just called the x, very difficult individuation. yeah. So we're tranced something here to the, you know, the laws in in a country.

So, so if something is illegal in the united states or if it's illegal in you know europe or brazil or where that might be, then we will take IT down and we will suspend the account because we're not there to make the law as we. But if speech is not illegal, then what are we do? Okay, now we injecting ourselves in as as a sensor.

And where does that stop and who decides? So where? Where does that path lead, I think, leads to a bad place. So if the people in a country want the laws to be different, they should make the laws different. But otherwise we're going to obey the law in each jure section.

That's IT.

It's it's not more complex, are not trying to flow the law. And to be clear about that, we're trying here to the law that laws change, we will change. And if if the laws don't change, we want we just literally trying to here to .

the law pretty infor.

Yes, it's very straighforward IT isn't think we are not at hearing the law. Well, they can file and also also very nice. yes.

I mean, there are european countries that don't want people to promote naxians pagani. Yes, they have some sensitivity to IT.

IT is illegal.

IT is illegal. Tries in in those countries. If somebody puts that up, you take IT down. yes. But typically we file something and say, yeah.

it's in some case IT is just obviously illegal like you don't need to file a lawsuit for you. Something is just unequally ally illegal. We can really read read the law, the fillies ts the law.

Anyone anyone can see that like you, you know you don't need like if somebody is stealing, you don't need. Let me check the law on that. Yeah okay, now there and let's get so had .

J D bus here this morning. He's a great job. And you know one of the things that there's this image on active like basically like you, Bobby, a trump and A J D R. Like the adventure, I guess and then there's another mean where you're in front of the descartes says D O G E ah the department of .

governmental efficiency yes, tell I made IT using rock. The rock is imagery and and I post IT post about .

IT to my profile. See.

I will .

do .

IT well.

I mean, I. I think with great difficulty, but it's been a long time since there was a serious effort to reduce the size of government and to remove absurd regulations. yeah.

And last time there was a really considered effort on that front was raging in the early eighties. So forty years away from um a serious effort to remove um you know not regulations that don't shave the greater good and and reduce the size of government. And I think it's just if we don't do that, then what's what's happening is that we get regulations and laws accumulating every year until eventually everything's legal.

And that's why we can't get major infrastructure projects done in the united states. Like if you look at the absurd of the california high speed rail, like they they spent seven billion dollars and have sixteen hundred put segment that doesn't actually have rail in IT. I mean your text dollars at work, I mean, well, there's an expensive six hf concrete, you know um and and I think I think but it's like, you know I realized sometimes I haves a little optimistic with schedules.

But no, I mean I wouldn't be doing .

the things i'm doing if I was, you know not an an optimist. So at the current trend, you know california city rail might finish sometime next century, maybe probably exactly. I do everything at that point.

So so so you I think you really think of, you know the united states and many countries that a arguably worsening in the eu as being like gallivat tied down by a million little strings and like any one given regulation is not is not that bad. But you got a million of them and or millions actually and and then then eventually just can't get anything done. And and this is this is a massive tax on on the consumer, on the people. Just they don't realize that this this massive tax in the form of irrational regulations, give you A A recent example that is just insane is that x space sex was fined by the E P. A hundred forty thousand dollars for, um they claimed, dumping portable water on the ground, drinking water. So and we're like, uh, this is that star base and and we're like it's we're tropical thunder storm region that's up comes from the sky all the time and and there was no actual harm done, just water to cool the the launch pad during left off and the zero hardon they are like, they agree, yes, the zero honda and we're like, okay, so there's no he done and do you want us to pay hundred and forty thousand and fine just like, yes, because you didn't have a permit. Okay, we didn't know there was a permanente or zero home fresh water being on the ground in a place that we're a fresh water to for from the sky all the time.

next to the ocean, next to the ocean .

because there's a little bit .

of work there are too.

Yeah, I was found to the rain so much to use. The roads are flat IT. So we're like, you know, how does this make any sense? Yeah and then they were like, we're not onna process any more of your any more of your applications for launch for starship launch unless you pay this hundred forty thousand dollars brands of us and like, okay, so we paid one hundred forty thousand miles but IT was it's like, this is no good. I mean, at this way.

we're never going to get to mars. I mean, that's the that's the founding part here yeah is we're acting against our own self interest. When you look at we do have to make putting aside fresh water, but you there are the rocket makes a lot of noise.

So i'm certainly some complaints about noise once in a while. But sometimes you want to have a party where you want to make progress and there's a little bit of noise. Therefore, we trade off a little bit noise for massive progress or even fun.

So like when do we stop being able to make those drops? But talk about the difference between california and texas, where you and I outside texas, you were able to build the gag a factory. I remember when you're got the plot of land, and there IT seemed like IT was less than two years when you had the party to open IT.

Yeah, the construction to completion, I was fourteen months. Fourteen, fourteen months.

Is there anywhere on the planet I would go faster, like china faster than that?

China was eleven months got IT.

So texas, china eleven and fourteen months, california? How many much?

And just give you a sense of size. The are tells the gig factory in china's three times the size of the pentagon.

which is the biggest building in america.

No, there are bigger buildings, but the pentagon is pretty one of pentagon. It's like three okay.

three pegg's .

encounter. Yeah got IT.

In fourteen months, just the regulatory approvals in california would have taken two years. So that's that's the where do you .

think the regulation helps? Like for the people that will say we need some checks and baLances, we can't have some because very good actor like you, they'll be a bad actor. So where's that? why?

Yeah I mean, I want instead of doing us a sensible deregulation and reduction the size of government is just like me, very public about IT and say, like which of these rules do? If if the public is really excited about a rule and wanted to keep IT, we'll just keep IT. And here the thing about the rule, if the role is no IT turns out to be a bad what was put right back? okay.

And then you from insult, it's like it's easy to add, les, but we don't actually have a process. We're getting rid of them. That's the issue. There's no garbage collection through.

When we were .

watching you work, David and I and antonia, in the first month at twitter, which was all hands on deck, and you were doing zero based budgeting, you really quickly got the cost under control. And then maculate sly, everybody said, this site will go down and you added fifty more features. So maybe, yeah, because this is the first time there.

like, there was so many articles like that. This is twitter is dead forever. There's no way could possibly even continue at all. Was almost like the Price for you to the vital, the Victory.

saying they're goodness on twitter, remember that yeah, yeah, yeah you're all leaving and .

saying their goodbye because I was gonna total fail that which.

if you ever wanted, like hanging out with a bunch of hall monitors, oh my god, threads is amazing. Every time I go there, a poster like big, they're really triggered.

But I mean, if you like being convict, condemned repeatedly, then yes, you know, for a reason that make no sense. And bread is the way to go.

It's really, it's the most miserable place on earth. If just is the happiest, this is the end. I just but if we were to go into a government, you went into the department of education or pick the department you've worked with a lot of them actually. You can call in the in servers budget, okay, we get IT, but if you could just pair two, three, four, five percent of those organizations, what kind of impact that .

have yeah I think I think we'll d need to do more than that.

I think ideally yeah compounding every year, two, three percent a year, I mean would be Better than what's happening now.

Yeah I look I think. If if trump wins an upset, I expect there are people with mixed els about whether that should happen. But um but we do have an opportunity um to do kind of a once in a lifetime reregulation and reduction in the size government because because they think besides the regulations, amErica is also going bankrupt extremely quickly. Um and nobody seems to everyone seems to sort of westling passed the grave out on this one. Um they grabbed the silver ware.

Everyone suffer their pockets of the silver ware before the titanic six well.

you know, the the defense department budget is a very big budget. Okay, it's a trillion dollars year. Dirty intel lets L A trillion dollars and interest payments on the national debt just exceeded the defense public budget, but they're over a trillion dollars a year just in interest and rising.

We're adding a trillion dollars to the next to our dead, which are, you know, kids and grand is are going out to pay somehow every every three months, and then soon is going to be every two months and then every months. And then the only thing will build to pay as interest. And and if if it's just know it's just like a personal scale that has wrecked up too much credit card d debt. And this this is not have a good ending. And so so we have to reduce the spending.

Let me ask one question because i've brought this up a lot and the counter argument I hear, which I disagree with, but the kind of argument I hear from a lot of politicians is if we reduce spending, because right now you add up federal, state and local government spending is between forty and fifty percent of GDP so nearly half of our economy is supported by government spending and nearly half of people in the united states are dependent directly or indirectly on government checks and either drew contractors um that that the government pays or they employed by government entity.

So if you go in and you take too hard and acts too fast, you will have significant contraction, job loss and recession. What's the balancing act? elana? Just thinking realistically because i'm one hundred percent on board with you. Steps the next set of steps, however, assume trump wins and you become the the chief uh D O G E R M you like double here ah and I think the chAllenges how quickly can ah how quickly can we go and how quickly can be check and what but I I like that on my business card yeah without all .

without all the contraction and job yeah so so .

I guess how do you really .

addressed when so much of the .

economy and so .

many people's jobs and livelihoods are dependent on government spending?

Well, I mean, I do think sort of it's false economy. It's not like no government spending is going to happen. You really have to say like this at the right level.

And just remember that that you know any any given person, if they are doing things in a less efficient organization versus more efficient organization, their contributed economy, that net output of business service, this what will reduce? I mean, you've got a couple of clear examples between east germany and west germany, north korea and south korea. I mean, north korea, they're starving. South korea that it's like, amazing. The compounding .

effect of productivity gains yeah day.

And so in the north, north korea, you've got a hundred percent government. In south koa, you've got probably on a forty percent government. It's not zero and yet got to start out of living that is point ten times higher in south korea, at least exactly.

And then eastern west germany and west germany, you had just think in terms of cars, I mean, had nw, port auto, Mercedes and east money, which is a random line on a map. The car only car you can get was a tribunal, which is basically a long morrow with a Shelley. And IT was extremely unsafe. There was a twenty year weight.

So I put your kid .

on the this are conceived and and even then only I think you know a quarter of people what maybe got got this lousy car and the same. So that's just an interesting example of like basically the same people, different Operating system. And and it's not like west germany was some a capitalist heaven.

IT was is quite socialist actually. So so when you look, you know probably IT was half half government in west germany and one percent government in east germany. And again, sort of five to I call at least of five to ten x standard of living difference that and and even quantatitive ly vastly Better and and it's obviously if you have this amazingly in the smother n era, this debate as to watch system is Better.

Well, tell you which system is Better. The one that doesn't need to build the world, key people in. Okay, that's how you can tell.

okay? Yeah.

it's a dad, give .

away.

Dad.

give away. They take coming.

You have to keep build a barrier to keep people in. That is the bad system. There wasn't westbound that built the wall, okay? They like, you know, anyone wants to fly westlink go head speaking of balls.

So and if you look at sort of the flux of boats from cuba, there's a large number boats from the cuba and there's a bunch of free boats that you, anyone can take to to cuba. There's like, hey, well, abandoned boats. I could use this boat to go to cuba where they have communism.

awesome. yes. And yet nobody, nobody picks up those votes and does IT. amazing. So yeah.

point jobs will .

be created if we cut government spending in hand, jobs will be created fast enough .

to make up for her right just yes like immediately turned ed you know tossed out with with no savin's and and do you know can't could not can't pay their orgues see some reasonable offer and um where yeah yeah um so a reasonable frp you they're learning they're still receiving money but have like on a eo tude to to to find jobs in the private sector which they will find and then there will be in a different Operating system.

Um again, you can see the difference. East germany was incorporated to west germany living standards, and east germany rose dramatically. So in four years.

if you could shrink the size size of the government with trump, what would be a good target just in terms of, like ball park?

Are you ready? Get me assassinated before .

this even happen. No, no, pick a low number.

I mean, you know, there is that old phrase, go postal. I just like they might yeah me.

So keep the .

post office a security detail, guys. I mean, the year of number of just graduated, where is a former government employees is scary number.

You I saying digits every year for four years would be planted. And I like .

the thing is that if if not done, like if if you have a once, once in a lifetime or once in generation opportunity and you don't take serious action and and then you have four years to get that done and then doesn't get IT done, then how today is trump about this?

Like you've talked him about IT?

Yeah, I was about IT IT. And no, I think actually the reality is that if you get rid of onsen regulations and shift people from the governments sector to the private sector, we will have immense prosperity. And and I think we'll have a gold age in this country and it'll be fantastic.

We talking you .

have a bunch of critical milestones .

coming up yeah in fact.

this is a very exciting launch that maybe happening tonight if the weather is is holding up and i'm going to leave here. Had to keep narrow for the the pistone mission, which is the private missions have fined by jara didier ment and he's what a guy and and there it'll be the first time the first private the first first commercial spacewalk um and and will be at the highest altitude since Apollo so is the further from earth that anyone has gone.

And know what i'm back to that let's assume .

that successful and I sure. So man.

You .

apart, astral safety is, and if I like all the wishes I can say about that, be the one to put on. So face dangerous. So the yeah the next miles after that would be the next flight of starship.

Which starship next file starship is ready to fly. We are waiting for regulatory approval. You know, IT really should not be possible to build a giant rocket faster than the paper can move from one place to another.

That was really hard .

approved yeah .

move movie ah yeah accidently tell .

a joke and like, oh get take a long time sorry sorry but yeah zooropa know if i've been the fine things like so I went to dmv about, I don't know, year later after ethopia a and to get my one of a license neil and the guy exercise of incredible self where I had the slopes utopia in his cube in his cube and he was actually swiped .

another date, beat the slaughter ah .

yeah no be personal .

agency personal agency no.

I mean, people like think you know the government is more confident than IT than IT is i'm not saying that they aren't comfort people in the government there. Just in an Operating system that is ineffable ion. Once you move them to a more efficient Operating system, they their output is dramatically greater as we've seen exact know when each jery was reinstated ted into the west erland and the same people um were vastly more prosperous um with a basically half capitalist uh Operating system. So but I mean for a .

lot of people live.

there are like the very most direct experience with the government is the the D M V um and and then the porting, remember is the government is the D N V at scale. That government got the mental. How much do you want to scale?

Yeah yeah you like.

sorry. Can you go back to to my question on stories? So you announced just the other day starship .

going to mars and two years .

and yeah yeah yeah .

yeah yeah and then four years for crude as present launch and next and how much does the government involved .

you watch you but this but IT based on our current progress where we starship we are able to successful reach ovl of last twice um we were able to achieve soft landing ings of the booster and the ship and water um and I despite the ship having you know have its laps cooked off. Um you see the video on the export boom is quite exiting.

So you know we think we'll be able to have to launch reliably and repeatedly and quite quickly and the the the fundamental holy grail breakthrough for arc, try for the fundamental break through that is needed for life to become multiplying. Eti is a rapidly reusable, reliable rocket for a part to know a pie in there. The so with starship is the first rocket design where success is one of the possible outcomes with full reliability.

So if we are pretty given project you have say this is the circle to the right man diagram has a and IT is success. The success dog in the circle is, is success in the set of possible ble outcomes. That sounds pretty obvious, but there are often projects where that that is success is not in the set of possible outcomes um and so starship only is for full responsibility in the set of possible outcomes is being proven with each launch.

And i'm confidant we will succeed a simply out of time and if if if we can get some improvement in the speed of regulation, we can actually move a lock faster. So that would that would be very helpful. And in fact, if if if not, something isn't done about reducing regulation and and sort of speeding up approvals.

And if we clear, i'm not about anything unsafe. It's simply the processing of the same thing can be done as as fast as the rockets is, but not slower than then. We could become a space for our civilization and a multiple of species ult and be out there among the stars in the future.

And there's. It's it's incredibly important that we have things that that we find inspiring, that you look to the future and say the futures is going to be Better than the past, things to look forward to and like, like kids are a good, a good way to assess this. Like, what are kids fired up about? And if you could say, you know you you could be an national on mars.

You could maybe one day go beyond the solar system. We could make a star track, star fy economy real. That is an exciting future that is inspiring. You know I mean, you need things that move your .

heart and.

Yeah, fucker, let's do IT. I life can't .

just be about solving one miserable problem after another. It's got to be things that that you .

poor to as well. Yeah, you think you might have to move IT to a different jurisdiction to move fast? I've always wonder if.

like rocket technology is considered advances, weapons technology, so we can just .

go do IT in, interesting. And if we don't do, other countries could do IT. I mean, there are so far behind us, but theoretically, there is a national security, you know, chest vacation here. If somebody can put their thinking caps on, like, do we want to have this technology that you're building? The team's workers are on stolen by other countries, and then maybe they don't have as much relative.

I wish people try to steal IT. So no one is trying to steal IT. It's just too, too crazy basically. And that .

for you yeah it's way to .

what do you think is going on that LED to boeing building the star line the way that they did, they were able to get .

IT up but not complete, but can't complete. They can finish, can finish. And now you going have to go up and fish.

Well.

I mean.

I think .

boring as a company, that is they actually do so much business with the government, they have sort of impediments matched to the government.

So they are like basically one touch away from the government maybe to the they're not far from the government and officials some point because they derive so much of the revenue from the government, like people think more space like a super depend on the government and actually know most revenue is commercial. so. And I think at .

least up on to the past recently .

because have a new C E O who actually shows up in the factory and the the C O before that I think had a degree accounting and and never went to the factory and didn't know how airplanes flew. So I think if you are in charge of the company that makes airplanes fly and spacecraft go to orbit, then I can be a total mystery as how they work. So you know i'm like sure if somebody's like running coco papacy and they're like greater marketing, whatever, um that's that's fine because not a sort of technology business, you know or if if they're writing a you know financial consulting in their degrees counting, that makes sense. But I think you know if if you feel the cavalry captain and you should know how to write IT.

pretty nice. Yeah yeah.

But it's like just concerning .

of the cover captions full of. He's looking to inspire the team. I'm sorry, i'm scarred forces gets on backwards .

and like shifting years to AI. Peter is here earlier and he was talking about how so far the only company to really make money of aisin video with the chips. Do you have a sense yet of where you think the big applications will be from AI is going to be an enabling self driving? Is again be enabling robots? Is IT transforming industries? I mean, it's so I think early in terms of where the big business in fex gonna, give a sense.

I mean, I I think that was spent on AI probably once ahead of and IT does run ahead of the revenue right now. That is no question about that, but the rate of improvement of AI is Better than any technology i've ever seen by far. And and and .

IT is.

I mean, like the example iteration test used to be a thing. Now you know you're basic, open source, random writing on a freeing razer pie. I probably could you be deterred test? So this, I think, actually like the good future of AI, is one of immense prosperity where there is an age of abundance, no shortage of goods and services.

Everyone can have whatever they want, unless, except for things we ought specially define to be scarce, like some special artwork, but, but anything that is a manufacturing good to provided service. Well, I think with the ament of AI plus robotics that the cast of guzy services will be trend to zero, like that I actually zero IT IT will be every everyone will be able to have anything they want. That's that's a good future. Of course, in my view, that's probably eighty percent likely. Look on the bright side, only twenty percent, twenty percent, probably you analyze something.

Is the twenty percent that like what does that look like?

mean? I mean, Frankly, I do have to go engage in some degree of of delivered suspensions, of disbelief, respect to AI, the order to sleep well. And even then, because I think the actual issue, the the most likely issue is like, well, how do we find meaning in a world where I can do everything we can do bit Better?

That is perhaps the bigger chAllenge, although at this point, I know more, more people who are retired and they seem to enjoy that life. So but I think that, that may be maybe i'll be some crisis of meaning, like because the computer could do everything you can do, but Better. So maybe that'll be a chAllenge, but but really know you need this sort of manufactures, you need to be autonomous cars and you need the sort of human right row bites or your general purpose row bites.

But once you have general purpose human right d robots and autonomists vehicles, you really you can build anything. I think that there's no actual limit to the size of the economy. I mean, of the massive earth like that will be a one limit. But the economy is is really just the average product to be per person times number of people. That's the economy. And if if you've got humid robots that can do when there's no real limit on the number of human right grow box and and they can Operate very intelligently, then there's no actual limit to the economy is no meaningful limit to the economy.

You guys just turned on colosse, which is like the largest private compute cluster, a guess of gp s anywhere.

So yes, it's it's the most powerful supercomputer .

of any kind, which sort of speaks to what David said and kind of what Peter said, which is a lot of a kind of economic value so far. Vivi AI has entirely gone to in video, but there are people with alternatives, and you're actually one with an alternative. Now you have a very specific case because do jose really about images and large images, huge video.

So yeah, potential problem is different from me, this sort .

of .

Allan problem. The nature of the intelligence actually is actually end what what matters in the AI is is different to the point you just made, which is that in the in tells his case the context like is very long. So we've got gigabits .

a context text.

When do yeah got you know of a kind of billions of tokens of context, ninety amount context because you've got seven seven cameras and if if you've got several, you let's got a minute of several hider hy def cameras, then that's gig bites so need to compress it's the text l problem is going to compress a gigging tic context into the the pixel that are that actually matter and you and condense that over a time.

And so you've got in both the time dimension in space dimension, you've got to compressed the pixel space and pixel out in time and and then have that inference done on a tiny computer. Relatives speaking as well know a few hundred White. It's a tesla designed AI in first computer.

Which are they all the best? There isn't a Better thing we could buy from suppliers. So the test are designed, A I in first computer that's in the cars is Better than anything we could buy from any supplier. Just by the way, that can tell that air trip t is excuse .

in the design. There is a technical paper and there that somebody on your team from tesla published and IT was studying to me. You design your own transport control like layer over etern. You're like, got eternel not good enough for us. You have this pt see or something and you're like, I like we're just going to reinvent etern and like extreme, it's pretty incredible stuff that's happening over there.

Yeah um now the team the tesla chip design team is extremely, extremely good. So um but is a word ware.

for example, other people over time that need you know some sort of like video use case or image. It's could theoretically you would say, why not know I have some extra cycles over here so which is kind to make you a competitor .

of invited is not intentionally pursuaded. But yeah I mean, the you know there's this training and inference and we do have the two those two projects at tell we got dojo which is that the training computer and then you know our inference chip, which is in every every car inference computer. So a dog we ve only had dodgers one dog two is um there should be we should have doctor two and volume parts in next year and and that will be, we think sort of comparable to but have A B two hundred type system, a training system. And I said, I guess there's some potential for for that to be use as a service but but like is is just kind like I I guess I guess I have like it's some improved confidence in dojo, but I think we won't really know how good job is to probably version three, like usually takes three major iterations on a technology to be to be and we'll only have the second nature iteration next year. The third generation, I don't know, maybe late, no twenty sexes.

something like that timeous project, remember, we talk less and you said is publicly that it's in doing some light testing inside the factory, it's actually being useful.

What's the build of materials? And when you know for something like bad at scale, so when you start making IT, like you're making the model three now and there's a million of them coming off the factory line, what would that would they cost? Twenty, thirty, forty thousand dollars, you think?

Yeah I mean, what I have discover that really that you anything made in sufficient volume will autocles approach the cost of bits of its materials. So now I should say that some things are constrained by cost of intellectual property and like paying for patterns and stuff. So a lot of know what to chip is like paying paying realty and depreciation of the chip.

Ab, so, but the actual moral cost, the chips is very low. So, so, so, optimist, obvious. Ly, human, I grow. But IT is waste much less than is much smaller than a car, so that you can expect that in high volume, said you also probably need three, three production versions of optimists. So you need to refine the design three of these three major times and and then you need scale production to sort of the million unit plus per year level. And I think at that point, the cost, the the labor of materials on optimist is probably not much more than ten thousand dollars.

And that's a decade long journey.

Basic, think about like optimists will cost less than a small car, right? So at scale, volume, with three major indications of technology and so of a small car, costs twenty five thousand dollars. It's probably like twenty thousand dollars for for an artist, for a human I drive at that can be your your body, like a combination of r two, d, two and c three. P, O, bit .

Better mean.

you know, I know, I think you were going to really attached to their human, I drop, but because I like you look at sort of watchdog like artie to and see through I love those guys other awesome and their personality and and I mean all our two could do just be for you. Please be english and see three out to translate the beats and two of that if you .

did two or three years predication or something, it's a decade long journey for this to hit some sort of scali would .

say made major generations are less than two years. So I um it's probably on the water of five five years, yes, maybe six, to get a million years year.

And at that Price point everybody can afford one plant earth. I mean, it's going to be that one to one, two to one. What do you think ultimately were sitting here in thirty years, the number of robots on the planet versus humans?

Yeah, I think the number of robots will vasto see the number of humans. yeah. But I mean, I just like, who who would not want their robot buddy? Everyone wants robot buddy. You .

know, IT is .

like, if you know, and IT can take care of your your take your dog for a walk, you could move alone. You could watch your kids IT could, you know, like, you could teach your kids if you could also .

send IT to mars. Yeah, we can send a lot of robots tomorrow to do the work needed to you make IT a .

colonic planet for ready? The robot planet like a whole, you know, robots like robots and only helicopter. So yeah, that I think I think the sort of useful human I drop opportunity is the single biggest opportunity ever. Because if you seem like, I mean, the ratio of humor of us to humans is going to be at least two to one, maybe three to one, because everybody, everybody will want one. And then there will be a bunch of robots that you don't see that are making goods.

services. And you think it's a general one generalized robot that then learn how to do different .

tasks or you I mean, we are a generalized or yeah, we're just made of me meat.

But yeah.

we are creating my meat. But you know so um yeah what we are actually that IT IT turns out like as we're designing optimists, we sort of learn more and more about why humans are shape the way their shaped red and and why we have five fingers and why your little finger is smaller than index finger.

Obviously why you have proposed for them, but also why, for example, your the muscles, the major muscles that Operate your hand are actually in your forum and and your fingers are primarily Operated, have looked your the muscles that actually rate your fingers are located the vast jordy of that of your fingers track is actually coming from your four ARM, and your fingers are being Operated by tendance little strings that that's. And so the current version of the optimist hand has the actuators in the hand and has only eleven degrees of freedom. So I can't it's not as doesn't have all the degrees of freedom of human hand, which has defending on how you can have a rough twenty five degrees of freedom. And it's also like .

not strong .

enough in certain ways because the actuators have to fit in the hand. So the next generation optimist hand, which we'd have in prototype m, the actuators have moved to the forearm just like human, and they Operate the the fingers through cables just like the human. And and, and the next generation had has twenty two degrees of freedom, which we think is enough to do almost anything that human can do.

And presumably, I think, I think he was written that accident. Tesla may work together and provide services, but my media thought went to all, if you just provide a rock to the robot, and the robot has a personality and can process voice and video and images and .

all of that stuff, yeah.

it's really rap here.

Yeah I think, uh, you'd everybody talks about all the projects are working on, but people don't know. You have a great .

sense of humor that you do.

You do. People don't see IT. But I would say what I know for me, the funniest week of my life, one of the funniest was when you did us now and we got and you I got to take maybe you thought maybe behind the scenes, like some of your funniest reelections of that chaotic in saying we could we laugh for twelve hours a day. It's a little terrorized in the first couple of days. But yes.

I was but worried the beginning there because Frankly, nothing was funny. one. Rough, rough. yeah. So I mean.

like a rule. But can't you guys just say that, to say the stuff that got on the country, some of the .

funny kiss for the ones and let you do so?

Thank you.

Just were a couple of funny things .

you can say .

IT so that he doesn't get. I mean.

how time we have here we just give water to .

was in your mind.

which one do we regret most? Not getting on air?

You really want to hear that.

I mean, I mean.

IT was a little spicy. IT was a little funny.

Okay.

here we go. right?

Here we go, guys. right? So one of the things that I think everyone's been sort of wondering this whole time is right at a night live actually like like live, live life.

Or do they have like a delay or like just in case there's a warria malfunction or something like that is IT like, you know only five second delay, what's really going on? But there's there's a way to test this, right? We came away away is the way to test this, which is we don't tell what's going on.

I walk on and this is the script I thrown the ground. We're going to find out to night right now, you, that life is actually life. And the way that we're going to do this is i'm going to take my cock up.

Very ver if you see my car. You know it's fruit and if you don't.

it's been a life like all these .

years all these years. This we're onna push them right .

now and we're pitching this yeah.

yes, we're pitching this on zoom. Yeah pitching this on zoom unlike a monday after like we're like kind hung over from the weekend and like pushing us, that moron and Jason on and and and mike, no, I like, know what my friends out of quite funny you know Jason's quite funny I think like like Jason is the first thing to carbon that .

exists in the world in we have to joke you .

that he's bother .

in our apartment now so and I found mike a funny too. So so we come in like like, just like gas guns, placing with with like ideas. And we realize that actually, you know that know how IT works and that that I Normally like actors and and they just get told what to do and like, oh, you mean we can't just like do funny things that .

we thought of y're watching this on the zoom, they're guest.

Yes, it's pitch. Yeah, it's silence. Like so like and like and I was like, is this thing working is oh god, I don't .

like we .

hear you after a longer silence like mike just says the .

word prick and they're not .

going to strugling then elan explain .

punch line.

which is exactly so there's more to .

IT okay, that's just .

the beginning.

So you on .

says so so then i'm so i'm like so so I say like i'm i'm going to i'm going to reach down. Into my and into my fans and and I think my hand of my fans and I and I want to pull my talk, I tell us the audience and the audience going. And then and then I pull out a baby wister.

You know, yes, and it's like, okay, this is kind of pg, you like that that bad. It's like, this is my tiny cock. And it's like, what do you think it's seven? And do you think it's a nice mock? I mean, I like IT i'm .

like and then kate mechanic walks out yeah exactly. And i'm like, no but you have heard having kate meinen comes out yeah and he says, iran I expected you would have the bigger .

cock yeah so like I don't mean to just why you cape but yeah but I hope you like that anyway but case going to come out with with with our cat OK right so I can said, see what is going and I say, nice well, that's that's a nice pussy you've got there, kay. Wow, that's amazing. IT looks, little wit, what's IT raining outside.

And then, and you mind, if I stroker party is that cool, I will know you actually, can I hold your cock of what? Of course, kate, you hold my and and then, you know, exchange. And I think just the audio version.

This is pretty good. And IT is like a really like stroking your cock. And I was like I and.

You like this i'm really a joy to get your pussy.

of course and yeah so you know .

they're looking at like, oh my god, what have we done inviting the eluted .

takes on the program like, well, IT is IT his mother's day?

His mothers say we might not .

want to go with this audience. That's a good point. Fair, fair. IT might be very comfortable for all the on to the audience. Very no, no, no.

no. Maybe they'll .

do IT .

maybe IT. So that was that's that's the cold up. And I didn't make IT.

We didn't get that on the air. We did fight for dose. yes. And we got dose in .

a bunch things that I said that we're just not on the script. You like q cards. We're just to say and I just didn't say, and I just went off of the rails coming. Yeah.

it's live. Well, it's live.

And so the elan wanted to do dose, this is the other one. And he wanted to do dose on late night. And he says, magic, how can you make sure.

oh yeah, I to do the those father, like you really do that seen from the the godfather. I mean, kind of need the music to keep things up.

Good, like pop in modern Brown.

do you?

And you're come to me this day, I might dose of the wedding, and you ask me for your private piece. Are you even a friend? You call me that 多少 father? So I set up .

what i'll set up.

no. So that's potential.

They had a great potential, said they come to me and i'm talking to Colin and jose. He's got a great sense of human and he's amazing who loves you on and he's like, we can't do IT because of the law and stuff a liability so I said it's okay. Elon called comcast .

and yeah .

he put in an offer and they .

just .

accept IT IT just pot. Nbc, so it's fine.

Yeah colon.

joe looks at mean I so good. You like, you're serious yeah we own nbc .

now and he's like.

okay, what that kind of change things doesn't i'm like, absolutely the where I go on on dose and then he's like, you're fucking with me you fucking .

with you are we? Are we IT was .

the grades week of and that like is like two of ten stories, say the other eight. Yeah but I was I was just so happy for you to see you have a great week of just joy and finally letting go because you are launching rockets. You're dealing with so much bullet in your life to have those moments yeah to share them and just laugh.

IT was just so great. Yeah, more of those moments. I think we got we ve got to get you back on sn, who wants back on s one more time by ladies and gentleman, are best to you on us.