1. SanctuaryaI unveiled the seventh generation of its general purpose robot Phoenix. The latest generation robot and its AI control system, Carbon™, draw even closer to that of a person, with wide ranging improvements to both the hardware and AI software. The announcement comes less than 12 months after Sanctuary AI’s sixth generation robot. The …
Billionaire investor and fund manager Ron Baron describes his ride in what seems to be the unreleased version of Tesla FSD. Waymo are $250,000 each. Ron was in California on Monday last week and was taken on a ride with the latest version of Tesla FSD. He says it this moment in [supervised] autonomous. It …
Venture Capital legends Brad Gerstner and Bill Gurley gave great insights about Tesla robotaxi and Uber ridesharing on the BG2 pod. Brad Gerstner founded the $10 billion Altimeter Capital fund. Bill is a general partner at Benchmark, a Silicon Valley venture capital firm in San Francisco, California. Gurley has led investments in and holds board …
Tesla revealed a lot about all of their existing and planned artificial intelligence related products and services in the Q1 2024 earnings call. Elon talked about offering FSD/robotaxi as a hybrid Airbnb and Uber model. Tesla will operating the fleet and the network. The enduser will be able to control their participation in the robotaxi …
Tesla is speeding up new car products and modifying current factories with aspects of the next generation unboxed factory processes. The partial updated factory processes will not enable the full full 50% cost reduction previously described for the unboxed process but could see 20-30% cost reductions. This would enable a smoother transition for vehicles volume …
Tesla has been investing in the hardware and software ecosystems necessary to achieve vehicle autonomy and a ride-hailing service. They believe a scalable and profitable autonomy business can be realized through a vision-only architecture with end-to-end neural networks, trained on billions of miles of real-world data. Tesla had over 35,000 H100 at the end of …
Ate-a-Pi has a weird claim that Mark Zuckerberg does not believe in AI compute scaling delivering better performance. There is also a claim about energy constraints for data centers and AI chips maximizing on performance per watt. Zuckerberg says that the exponential curves are still scaling. He says no ones how long that scaling continues. …
Future versions of Tesla FSD will likely merge with XAI Grok. While Elon Musk has expressed concerns about building too much of his new AI ideas into Tesla unless he has 25% voting control, the need to make a competitive AI will force Tesla FSD to work with XAI Grok. This can be structured in …
Grok-1.5V is competitive with existing frontier multimodal models in a number of domains, ranging from multi-disciplinary reasoning to understanding documents, science diagrams, charts, screenshots, and photographs. Grok has capabilities in understanding our physical world. Grok outperforms its peers in our new RealWorldQA benchmark that measures real-world spatial understanding. For all datasets below, they evaluate Grok …
Elon Musk reasserts that Tesla FSD 12.4 will be another big improvement and will be released soon. Tesla FSD 12.4 will have the driving data learned from another billion miles of driving from the one month free trial for 2 million users. The new driving data will be from many new drivers who were inexperienced …
I talked with Herbert Ong about Tesla compute and how I believed Tesla had 100,000 H100 ordered. I only wondered if they were installed and operating. I also told Herbert that I expected large Nvidia B200 orders by Tesla and XAI so that they each add another 800 Exaflops of compute by the end of …