Tesla's massive investment in AI, with an estimated $10 billion spending this year, will make it extremely difficult for other companies to catch up in the AI race
Questions to inspire discussion
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How much is Tesla investing in AI this year?
—Tesla is investing $10 billion in AI this year, making it nearly impossible for other companies to catch up.
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What is the estimated cost for other companies to catch up with Tesla's AI?
—Other companies would have to spend at least $10 billion to catch up with Tesla's AI, making it more efficient to just license Tesla's full self-driving technology.
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What is Tesla's short-term goal for their AI?
—Tesla's short-term goal is to achieve a high level of safety in their AI, and they plan to spend around 10 billion dollars this year on training and inference AI, which other automotive companies will struggle to compete with.
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What is Tesla's AI training capacity?
—Tesla's AI training capacity has increased significantly over time, with the equivalent compute power growing slowly until March 2023.
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What is Tesla's plan for their AI beyond full self-driving vehicles?
—Tesla is investing in AI compute not just for full self-driving vehicles, but also for humanoid robots, with the goal of achieving 1 million plus miles between accidents for completely autonomous driving.
Key Insights
- 💰 Elon Musk's announcement that Tesla will spend around $10 billion this year on AI has huge implications, including the fact that nobody is going to catch up.
- 🏎️ Catching up with Tesla would require a new company to spend a lot more money and run a whole lot faster, similar to starting a race when Tesla is already 50m ahead.
- 🔥 The h100 equivalent GPUs used by Tesla for AI training are almost state-of-the-art and provide a massive amount of compute power.
- 📈 The exponential growth of Tesla AI's computing power is dwarfing previous trends and is set to skyrocket in the near future.
- 💻 Tesla's AI compute power may eventually be available for purchase by researchers and small companies, revolutionizing AI training accessibility.
- 🚗 With an estimated $22,000 cost to install Hardware 4 and cameras in each Tesla, the total cost to install in 2 million cars could be around $4 billion.
- 🚗 Elon Musk aims for Tesla's autonomous driving to be 2x better than human drivers, with a goal of 1 million miles of completely autonomous driving.
- 💰 Tesla will spend around 10 billion dollars this year in Combined training and inference Ai, making it difficult for other companies to compete.
#Tesla
XMentions: @Tesla @DrKnowItAll16 @HabitatsDigital
Clips
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00:00 🚀 Tesla's $10 billion investment in AI makes it nearly impossible for any company to catch up, as it would cost at least that much to compete.
- Elon Musk announced that Tesla will spend $10 billion on AI this year, making it nearly impossible for any other company to catch up.
- To catch up with Tesla's AI, any company would have to spend at least 10 billion dollars, making it more efficient to just license Tesla's full self-driving technology.
- Tesla's AI is ahead of the competition by billions of dollars and it would be nearly impossible for anyone to catch up.
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02:10 🚀 Tesla's AI training capacity has grown to 37,000 h100 equivalents, costing about a billion dollars to acquire and install the necessary infrastructure.
- Tesla's AI training capacity has increased significantly over time, with the equivalent compute power growing slowly until March 2023.
- Tesla's AI has rapidly increased to 37,000 h100 equivalents, costing about a billion dollars to acquire and install the necessary infrastructure.
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03:38 📈 Tesla AI growth is projected to skyrocket by 2024, following an exponential curve with a significant increase in computing power.
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04:39 💡 Tesla's AI will eventually solve full self-driving and have the option to sell compute power to researchers and small companies.
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05:23 🚗 Tesla plans to spend $10 billion on AI training and hardware, including the development of Dojo chips and computers, to stay ahead in the AI race.
- Elon Musk estimates that Tesla will spend $10 billion on training and installing hardware for AI in their vehicles, with a large portion going towards training compute in data centers.
- Tesla has been making progress on their Dojo chips and computers, with the development of Dojo 2.0 and potentially Dojo 3.0, but the details are still unknown.
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06:46 🚗 Tesla is investing in AI to achieve full self-drive capability and 1 million plus miles between accidents for completely autonomous driving.
- Tesla is spending a lot of money to achieve full self-drive capability that is substantially better than human drivers, aiming for 1 million miles of completely autonomous driving.
- Tesla is investing in AI compute not just for full self-driving vehicles, but also for humanoid robots, with the goal of achieving 1 million plus miles between accidents for completely autonomous driving.
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08:13 🚗 Tesla plans to spend 10 billion dollars on AI, making it difficult for other companies to compete, and they may license their self-driving technology to other automakers.
- Tesla's short-term goal is to achieve a high level of safety in their AI, and they plan to spend around 10 billion dollars this year on training and inference AI, which other automotive companies will struggle to compete with.
- Tesla could potentially license their full self-driving technology to other automobile makers and become a competitor to Nvidia in the robot market.
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10:14 🚀 Tesla AI has 10 billion reasons why no one can catch up.
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Duration: 0:10:46
Publication Date: 2024-04-29T21:48:31Z