Tesla's Top Executives and New Billion-Dollar Business: AI and Robotics Revolution

Herbert Ong, Larry Goldberg, Optimus, Tesla, Tesla AI -

Tesla's Top Executives and New Billion-Dollar Business: AI and Robotics Revolution

Tesla's combination of robots, AI, and the Dojo supercomputer could revolutionize the AI and Robotics industry 

Questions to inspire discussion 

  • What is Tesla's management team's average lifespan?

    Tesla's management team has an average lifespan of 9 years, showing stability and experience within the company.

  • Who is in charge of Dojo at Tesla?

    Peter Bannon is now in charge of Dojo, leading the AI and Robotics team at Tesla.

  • What is Tesla's AI and Robotics team working on?

    Tesla's AI and Robotics team is working on Full Self-Driving technology, neural nets, autonomy code, foundations, and evaluation infrastructure.

  • What evidence is there of a new billion-dollar business at Tesla?

    There is evidence of a new billion-dollar business with the confirmation of Dojo's service being opened up to sell as a service.

  • What is the potential of Tesla's new training facility, Dojo?

    Tesla's new training facility, Dojo, has the potential to become a significant and profitable business, dependent on chip availability from their manufacturer.

Key Insights

  • 💰 There's one giant bit of Easter egg that we found about a new multi-billion dollar business for Tesla.
  • 📊 The average lifespan of Tesla's management team is 9 years, a luxury few technology companies have.
  • 📈 Martin VI, the VP of investor relations, is known for being open to retail investors, unlike many other investor relations people in corporations.
  • 💼 The depth of the management team at Tesla makes a ton of sense and would make me very comfortable if I were running the company.
  • 🤖 AI and Robotics are not just about robots, but also about FSD, showing the versatility of AI in different hardware.
  • 🤯 Tesla's plan to open up Dojo as a service could revolutionize the AI and Robotics industry.
  • 💰 The arms race in AI is leading to the development of the largest model on the largest piece of software, but the winner and the impact on the AI world is still unknown.
  • 🚀 Tesla is the only company at this point that has combined everything in one thing - robots, AI, and Dojo supercomputer, making it a big deal in the industry. 

#Tesla

 

Clips 

  • 00:00 🚗 Tesla's top executives are staying put, and the company is expanding into AI, robotics, and autonomy, with a new multi-billion dollar business on the horizon.
    • 01:09 🚗 Tesla's top 20 executives are being analyzed due to recent high-profile departures, with a list of 200 senior people being compiled.
      • 02:50 🚗 Tesla's management team has an average lifespan of 9 years, with the company expanding rapidly in the last decade and executives making a big impact.
        • Tesla's management team has an average lifespan of 9 years, with the company expanding rapidly in the last decade.
        • Tesla has a remarkable depth of talent with executives like Becky Tanucci making a big impact with the supercharging network and breaking open relationships with other companies.
      • 05:01 🚀 Elon Musk has hired top executives with diverse backgrounds and experience to lead Tesla's legal, investor relations, and financial teams.
        • 06:13 🚗 Peter Bannon leads Dojo, Rebecca promoted for successful partnerships, top executives stay at Tesla despite challenges.
          • Peter Bannon, a brilliant engineer, has been with Tesla for 7 years and is part of a strong management team, despite rumors of top talent leaving the company.
          • Peter Bannon is now in charge of Dojo, Rebecca will be promoted for her successful partnerships, and top executives have stayed at Tesla for a long time despite the challenges of working for Elon.
        • 08:42 🚗 Tesla's top executives have an average tenure of 9 years, which is impressive for an innovative company, and they continue to maintain enthusiasm for the business.
          • 10:33 🚗 Tesla's AI and Robotics team is now led by Banon and is working on both robots and Full Self-Driving technology, including neural nets and autonomy code.
            • Banon is now in charge of Dojo and the AI and Robotics career page at Tesla has been combined to include Tesla bot, FSD Dojo, and neural networks.
            • Tesla's AI and Robotics team is not just working on robots, but also on Full Self-Driving technology, with a large team working on neural nets, autonomy code, foundations, and evaluation infrastructure.
          • 12:30 🚀 Tesla's top executives are focusing on a new billion-dollar business with the opening of Dojo's service, which has the potential to become a significant and profitable venture.
            • Tesla's top executives are highly sought after, and there is evidence of a new billion-dollar business with the confirmation of Dojo's service being opened up to sell as a service.
            • There is an arms race in AI to train the largest model, and it is unclear who the winner will be or what the AI world will look like in the near future.
            • Tesla's new training facility, Dojo, has the potential to become a significant and profitable business, dependent on the availability of chips from their manufacturer.
            • Tesla's top executives have long tenure and the company is combining AI, robots, and supercomputers into one business opportunity.
            • Tesla's top executives are focused on innovation and business strategy, with a future episode planned to cover top tech executives as well. 

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