Who wins AI? How do they Make Money? Will Voice Be the Main Interaction to AI?

Microsoft is doing very well by buying OpenAI. OpenAI is making money now. AI Models are becoming commoditized. In the long run, there seems to be a race to the bottom on pricing. Open Source AI models like Meta could be used to become the Platform. All of the development happens on your platform. If …

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What Features are Needed for FSD as FSD 12.3.4 is Starting to Release

There are about six major capabilities that Tesla still needs to add to FSD based upon capability checklists. Most of the capabilities will need refinement so that they are performed well every time. The six capabilities are recognize hand signals, drive in reverse, avoid pot holes and low road obstacles, don’t drive in the blind …

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Snapshot of the Race for More AI Compute

The number of Nvidia H100 and other Nvidia chips that an AI company represents the AI compute resources of that company. Elon indicated that a recent chart showing Meta leading on the GPU count and Tesla trailing at 10,000 G100 GPUs. Microsoft and OpenAI would also have higher GPU counts. It is unclear why Microsoft …

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AI LLM Has Trillion Dollar Use Case By Increasing Computer Programming Productivity

Devin is an AI that was used on the SWE-bench, a challenging benchmark that asks agents to resolve real-world GitHub issues found in open source projects like Django and scikit-learn. Devin correctly resolves 13.86% of the issues end-to-end, far exceeding the previous state-of-the-art of 1.96%. Even when given the exact files to edit, the best …

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