Tesla AI Dojo Training as a Service Could Compete with Amazon and Google Cloud

Lex Fridman has a very successful podcast but he has been an AI researcher for 6+ years.

Lex was very impressed with the technical details of Autopilot and FSD revealed at Tesla AI day. Lex says “All of it is just brilliant”.
He thinks Tesla has all the pieces needed to solve full self-driving.

Lex thinks Tesla Dojo training system can be AI training as a service cloud will be able to directly compete with Amazon AWS cloud and Google cloud.

Amazon’s Q2 2021 total revenue – across AWS, its digital tat bazaar and other activities – was reported at $113.1 billion, up 27 percent year-on-year. AWS accounted for a $14.8 billion of this, itself up 37 percent. Amazon AWS will make over $60 billion this year. Tesla Dojo AI training as a service could be competing with this in three years.

Amazon Group operating profit climbed 31.8 per cent to $7.7 bn, of which AWS contributed $4.2bn versus the $3.4bn AWS threw in the pot a year earlier.

Lex says there were big leap forwards in what Tesla is doing.

Tesla is going beyond image space into vector space.
Tesla is fusing the sensor data before the detections. The detections performed by the multi-task heads of the neural networks. Doing all of the of machine learning on all of the sensors combined instead of doing separately and combining the decisions.

Tesla going beyond images and vision to time, parsing videos and sensor fusion.

Lex said Tesla showed many brilliant AI innovations.

Lex says the innovations on the neural network architecture and data annoation labeling side are a big leap.

Tesla is using simulation for rare situations even real-world large set.

James Douma is another well known AI expert. He is also impressed with what Tesla is doing.

Rodney Brooks created iRobot and Rethink Robotics. He is negative on Tesla Bot. Rethink Robotics lasted ten years from 2008 to 2018 and now pieces of it are in Hahn. iRobotics is publicly traded and valued at about $2.2B with $1.2B in annual revenue. About the same AI revenue as Tesla autopilot and FSD.

Rodney thinks Tesla bot announcement in ten years (August 19, 2031) will be viewed as insignificant.

Rodney Brook has dated self driving car and electric car predictions.

Full Tesla AI Day