Tesla's progress in self-driving and AI, along with their strong business model and potential for growth in robotics, positions them as a significant player in the development of AI and neural networks, potentially leading to worldwide regulatory approval within the next year
Questions to inspire discussion
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What is Tesla's progress in self-driving and AI?
—Tesla has made significant progress in self-driving and AI, with their AI training suite training at ultra high speeds and achieving 1 billion miles for its full self-driving fleet.
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What does Tesla need to do to convince investors of their path to robot taxi monetization?
—Tesla needs to demonstrate a path to monetization and commercial scale for investors to recognize the robo taxi, and prove their ability to monetize their opportunity with FSD and the robotax in order to gain investor confidence.
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What is the significance of Tesla's access to low-cost electricity?
—Tesla's access to low-cost electricity may prove to be a significant advantage in their path to becoming an AI behemoth, positioning them as a significant player in the development of AI and neural networks.
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What is the impact of the upcoming FSD version 12 on investor enthusiasm?
—There is uncertainty about the impact of the upcoming FSD version 12 on investor enthusiasm, and Tesla needs to prove their ability to monetize their opportunity with FSD and the robotax in order to gain investor confidence.
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What is the prediction for Tesla's compute power by the end of the year?
—Tesla is predicted to reach 100 exoflops compute by the end of the year, potentially making them one of Nvidia's largest customers in the future, and positioning them as a significant player in the development of AI and neural networks.
Key Insights
- 💻 Strong demand for NVIDIA chips is notably from Tesla, according to research by Morgan Stanley's analyst for semiconductors.
- 🚀 Tesla's AI training Suite is breaking new ground with ultra high-speed training, thanks to solving hardware limitations and the faster end-to-end neural net.
- 📊 It's not data that counts, it's proprietary data that counts, as llms have rapidly become commodities.
- 🌐 Tesla's data from its vehicles will become the most valuable data set on Earth, making it a game-changer in the industry.
- 💻 Tesla's predicted 100 exoflops compute by the end of the year could make them one of Nvidia's largest customers in the future.
- ⚡ The data and process speed that Tesla has are meeting their requirements now, leading to an enormous change in society.
- 💰 Tesla and NVIDIA are dominating the AI landscape, with NVIDIA potentially becoming the largest company in the world.
- 🚗 Full self-driving is predicted to be a great winner out of the collapse coming, along with Bots and robot taxi, all solved by AI.
#HerbertOng #Tesla #NVIDIA
X Mentions: @herbertong
Clips
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00:00 🚗 Tesla's progress in self-driving is due to improved AI and compute power, with strong demand for NVIDIA chips and Tesla being the principal buyer of Nvidia hardware for AI.
- Morgan Stanley's Adam Jonas discusses what Tesla needs to do to convince investors of their path to robot taxi monetization and commercial scale, as well as the strong demand for NVIDIA chips from Tesla.
- Tesla has been releasing software updates at record speed, with the latest point release being made available to all Tesla owners, including Legacy model SNX owners, who are happy to finally receive their upgrade.
- Tesla's AI training suite is training at ultra high speeds due to the elimination of hardware limitations and the faster training of the end-to-end neural net.
- Tesla's progress in self-driving is due to improved AI and compute power, with Morgan Stanley's research suggesting that Nvidia's technology is a key factor in their success.
- Tesla is the principal buyer of Nvidia hardware for AI, as indicated by Morgan Stanley and Elon Musk's signals, and their history and experience with Nvidia.
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05:46 🚗 Tesla's strong business model and potential for growth in robotics, with anticipation of heightened volatility, and achievement of 1 billion miles for its full self-driving fleet may give them a significant advantage for machine learning and neural networks, potentially leading to worldwide regulatory approval within the next year.
- Morgan Stanley points out that Tesla is facing earnings pressure but has a strong business model and potential for growth in robotics, with anticipation of heightened volatility in the next 6 months.
- Tesla has achieved 1 billion miles for its full self-driving fleet and is estimated to have a global vehicle fleet of 40 million units by 2030, driving over 400 billion miles per year.
- Tesla's monumental data set and FSD driven miles may give them a significant advantage for machine learning and neural networks, potentially leading to worldwide regulatory approval within the next year.
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08:29 🚗 Tesla's proprietary data collection from their vehicles will become the most valuable dataset on Earth, crucial for the development of AI, and Tesla faces challenges in simulating unpredictable corner cases.
- Proprietary data is more important than general data in the development of AI, as the growth of AI is leading to convergence on the same data and training methods.
- Tesla's data collection from their vehicles will become the most valuable dataset on Earth, and it is difficult to place a value on it.
- Gathering and managing data, processing important components, and using them to inform models is crucial for Tesla and NVIDIA, but simulation and compute power are also important factors to consider.
- Tesla faces challenges in simulating corner cases, which are unpredictable and difficult to manufacture, but crucial for achieving the end goal.
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13:17 🚗 Tesla is set to reach 100 exoflops compute by the end of the year, potentially becoming one of Nvidia's largest customers, and evidence supports Elon Musk's claim of Tesla being number two in the cloud.
- Real data is valuable for quickly identifying cases, but without sufficient compute power, Tesla couldn't take advantage of the data they captured until now.
- Tesla is predicted to reach 100 exoflops compute by the end of the year, which would require ramping up in-house Dojo compute or increasing purchases of Nvidia, potentially making Tesla one of Nvidia's largest customers in the future.
- Elon Musk's statement about Tesla being number two in the cloud is supported by evidence of the product's release rate, which is slightly delayed but still within a reasonable timeframe.
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16:55 🚗 Tesla's access to low-cost electricity and use of Nvidia chipsets are important for their AI ambitions, but they need to demonstrate a path to monetization for investor enthusiasm.
- Nvidia chipsets are important for Tesla's new architecture and are shipping shortly.
- Tesla's access to low-cost electricity may prove to be a significant advantage in their path to becoming an AI behemoth.
- Tesla needs to demonstrate a path to monetization and commercial scale for investors to recognize the robo taxi, and there is uncertainty about the impact of the upcoming FSD version 12 on investor enthusiasm.
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20:20 🚗 Tesla needs to prove their ability to monetize FSD and robotax, while NVIDIA is the leading company in AI with real revenue from chip sales, leading to potential market realization and rocky times for share prices.
- Tesla needs to prove their ability to monetize their opportunity with FSD and the robotax in order to gain investor confidence and make a significant profit.
- Nvidia is the leading company in AI with real revenue from sales of chips and compute systems, and Tesla and other companies are continuing to buy larger amounts, leading to potential market realization and rocky times for share prices.
- Tesla and NVIDIA are the only companies buying chips for data centers, with other big tech companies not doing so for the same purpose.
- Tesla and NVIDIA are the only ones applying real world AI to easily monetized solutions, but people are not seeing it yet.
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24:38 🚗 Tesla is best positioned for the energy industry transformation, while Nvidia's future success is uncertain in the evolving technology landscape.
- Nvidia is a cyclical company that will do well, but it's unclear who the winners will be.
- Full self-driving, bots, and robot taxi industries are predicted to be the biggest winners in the collapse of the hype cycle, with Elon Musk addressing the largest industries and the rate limiting issue being chips.
- Tesla is positioned best for the massive reorganization of the energy industry and grid technology, which will be a bigger transformation than anything else.
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Duration: 0:28:29
Publication Date: 2024-04-13T20:51:33Z
WatchUrl:https://www.youtube.com/watch?v=uTsgx7VDOgE
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