The scaling of the data centers and progress with AI will continue to surprise people and change the world.
Tesla and xAI are at the center of the AI changes. IF the training compute scaling and the inference compute scaling continue to show massive benefits, then this will ensure AI models will have improved capabilities that will disrupt employment. AI improvements for Tesla will ensure better than human full self driving and earlier results in the factory for Teslabot.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
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So next year, we’ll have Grok 3,4,5,6.
Impossible, more realistic would be just 3 & 4.
What is the power consumption expectation of an inference unit within the teslabot and what hardware expectations are there for the compute. Low latency spinal net, mid latency voice/ vision ? Nobody seems to have registered that they may need 40GB/80GB HBM type devices with 500W power. Unless, they are stripped back with very heavily reduced training data, so possibly no walking talking expert of everything. Having milllions of bots tied to a network (not fully autonomous) may pose massive issues, jamming risks for starters. Sorry all our billion robots are offline due to a network outage….
Teslabot with a starlink hat for style anyone ?
Hmmm. I see diminishing returns on AI. Over the next 12 months we will start seeing that you just can’t train fully machines for real world activities using simulations alone. Almost, but those 1% edges cases will mean fatalities and the next 12 months won’t solve them.
Musk will fall out with Trump, sooner rather than later. He will go the same way as Pence, Bolton, Mattis (Mattis!), McConnell, and many others. He will become a none-person to Trump. Trump will be banned from X. If this blog thinks that the Biden admin has its knives out for Musk, things will become a lot harder under Trump.
I actually think Trump in government will go easy on China. However it doesn’t look safe for Tesla’s China business if Trump does play as hard as he says he going to.
Tesla’s EV business is heading into the valley of disappointment. The long term look is still positive, just not enough to warrant the 118 P/E ratio it currently has. Teslabots, which can currently just about shuffle up a slope covered with leaves, are not going to make a difference in the next year. Tesla’s share price will be a still generous $150 in a year’s time.
See you next year with my plateful of humble pie 🙂