Latest / Elon Musk Thinking / Elon Musk: What Do You Think About AI in the next 5 to 10 years?
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- 0:00Change of the world, and he's continuing to change all of us with wonderful
- 0:05vehicles. He has brought to us a space launch system which his efficient as
- 0:09nothing before. New people on the on the space from yours ground after the
- 0:14Space Shuttle, and I could go on far for an hour, but I
- 0:16don't do that. Welcome, big hands, you know a musk My good
- 0:23hetch how how are you? Ah? Good? Fantastic? We have we
- 0:35have we have two days of AI and SHANII and whatsever But you look real.
- 0:43My head is very big in the screen and in reality too. We
- 0:49haven't had so much talk about AI in these two days, so we need
- 0:53your opinion. What do you think about the next five to ten years on
- 0:57AI? Please give us a view Official Insemination Division Intelligence. What do you
- 1:03think about that? But try try, audience, and I'll say so yes.
- 1:11Artificial intelligence is is certainly going to profoundly change the world. One of
- 1:19the most significant ways is self driving. So we've been putting a lot of
- 1:27effort into self driving technology for cars. You don't see it quite as much
- 1:34in Europe because we first have to make it work in the US before we
- 1:40increase the complexity of trying to make it elsewhere in the world. But I
- 1:45think we're quite close to having the car be fully autonomous. So for example,
- 1:49like right now, I could I'm in Austin and if I want to
- 1:53try, say to the airport, the car could take me to the airport
- 1:56with no interventions, using or it's using our digital neural nets, in other
- 2:02words, artificial intelligence and cameras, so there's no light, our radar,
- 2:07nothing. And in fact, if you think about how humans strive cars,
- 2:14humans are biological neural nets, and we use eyes, so it's the eyes
- 2:19and but biological neural nets. The analog is digital. The analog for digital
- 2:27is cameras and digital neural nets. This is working remarkably well that it has
- 2:34been quite difficult to do this because TNS out that in order to use that.
- 2:38In order for this to work, the car has to really be quite
- 2:43fully intelligently as a subset, for example, has to learn how to read
- 2:46everything and and and how to assess intention among drivers and pedestrians. So it's
- 2:53it's it's you're not creating sort of a baby artificial general into legence to solve
- 3:00this. But this will obviously be extremely profound, and I'm talking about what
- 3:06a motive here. I'll get into the broader question in a minute, but
- 3:09the average use of a passenger vehicle is only about ten hours per week out
- 3:17of one hundred and sixty eight hours. At the point at which it is
- 3:21autonomous, that I think you would see probably a third of the hours being
- 3:24used because it would be like a taxi. So maybe my guess is like
- 3:30fifty to sixty hours, which means that the utility of a passenger vehicle would
- 3:36increase by a factor of five. And this is gigantic, but we'll see.
- 3:46So that that's the automotive. Then there's what people think. I have
- 3:51certainly experienced online where you can ask it a question and ask for an essay
- 3:55or a picture, or to understand a picture, and that is progressing rapidly.
- 4:01But what I'm seeing in terms of AI compute is I've never seen any
- 4:06technology advance faster than this. The the artificial intelligence compute coming online appears to
- 4:15be increasing by a factor of ten every six months like now. Obviously that
- 4:23cannot continue at such a high rate for forever or will exceed the mast of
- 4:28the universe. But I've never seen anything like it. And this is why
- 4:32you see in videos market cap being so gigantic because they currently have the best
- 4:41neural net chips. I mean, I think the in videos market cap exceed
- 4:45the GDP of Canada or something. Increasingly, Awa is quite high. So
- 4:50yeah, you know, and it may go higher. Who knows. The
- 4:57chip rush is bigger than any gold rush that has ever existed. So and
- 5:05then there will also be robots, like human humanoid robots, not not just
- 5:10industrial industrial industrial robots we are core familiar with. You use industrial robots,
- 5:14We use industrial robots. Everyone does, but they're very programmed explicitly and they
- 5:18don't walk around. But Tesla with for example, the Optimist program is making
- 5:25a humanoid robot that is capable of doing almost anything a human can do.
- 5:34I mean, I hope, I just hope the robots are nice to us.
- 5:38You know, we hope. So do you know that the robots will
- 5:44be nice to us? And maybe, let's say, in this regard,
- 5:46because you are working on optimals, what can we expect in terms of let's
- 5:54say, support, which is going to come Maybe also a little bit with
- 5:59regard to production, because in the past Connected World we were also discussing application
- 6:06of ai jen ai into production in order to boost productivity. Maybe a couple
- 6:15of thoughts on this one too. Well. The plus side of air is
- 6:21that I think productivity will increase dramatically so across every field, whether it be
- 6:30manual labor to supply chain logistics. There's already a lot of movement to use
- 6:41chat bots, like sophisticated chat bots for customer service, for example, where
- 6:46they can answer quite quite complex questions already. But I mean, I think
- 6:56we really are on the edge of one of the biggest technology revel that has
- 7:00ever existed. You know, there's supposedly a sort of a Chinese curse,
- 7:05may you live in interesting times? Well, we live in the most interesting
- 7:10of times, the most interesting And for a while there I was a little
- 7:15bit it's making me a bit a bit depressed, frankly, because I was
- 7:19like, well, will we be will they take over? Will we be
- 7:24useless? But then the way that I reconciled myself to this question was would
- 7:29I rather be alive to see AI apocalypse or not? I'm like, I
- 7:33guess I'd like to see it. You know, that's a good thought.
- 7:46To be more, that's a good thought because you mentioned it tenfold every six
- 7:49months that's an exponential curve, right, Exponential curves are beautiful, but there's
- 7:54kind of a question where does it ever end, right, do you see
- 7:57any and yet? Or would it go on for three four five years like
- 8:00this, because then we talk hundred folds right, thousand folds off time?
- 8:03Yeah, that's why obviously, Yeah, I mean you can't. You can't
- 8:07grow at that rate without quickly exceeding the mass of the universe. So clearly
- 8:13it's going to hit some constraints. The constraints that AI compute and very predictable.
- 8:18I've actually predicted this over a year ago. So over here a go
- 8:22the shortage was chips, neural net chips. Then it was very easy predict
- 8:28that the next shortage will be voltage step down transformers, So because you've got
- 8:35to feed the power to these things. So if you've got one hundred to
- 8:39three hundred killer bolts coming out of your utility and it's got to step all
- 8:43the way down to you know, point six bolts, there's a lot of
- 8:46stepping down. So now we're in step down. And this is my not
- 8:50that funny joke, which is that they need transformers to run transformers because you
- 8:56know, the AI is like, there's this thing called transformer in AI.
- 9:01It's neural I don't know, it's a combination of sort of neural nets,
- 9:07and they're running out of transformers. Run transformers. Then the next shortage will
- 9:11be electricity. So I think next year you'll see the electricity that they just
- 9:16can't find and electricity run all the chips. I mean, during the chip
- 9:20crisis, we certainly all did have many contacts. Fortunately we were able to
- 9:26master it together. Of course, we all would like to avoid a second
- 9:30chip crisis. But with regard to your to your comment on power demand,
- 9:37we all know today vehicles have three to four kilowatt power demand for the peripherals.
- 9:45But this is continuously going up, and Teslam has recently launched the cyber
- 9:50truck, which I believe is mostly coming with forty eight volt. Do you
- 9:54see this as a let's say, further disruption of automotive industry, another technology
- 10:01change with an automotive, Yeah, I think you know the one motive industry
- 10:09has been living with twelve volts for a very long time, a century roughly.
- 10:16I think it started off as six volts, and then they needed a
- 10:20more powerful starter voter, and then they doubled it to twelve volts, although
- 10:26it's actually more like thirteen point seven volts. You're right, absolutely, yeah,
- 10:33and the bus voltage actually varies a lot for those since there's probably some
- 10:37electrical engineers in that audience. It's like twelve volts is a very rough approximation,
- 10:43but it's really it's really kind of an arbitrary low voltage. And if
- 10:48you look at say power Ethernet, it's running at fifty volts or roughly forty
- 10:52eight volts, and we setted forty forty eight bolts because anything really above that
- 10:58you start to running too regulatory concerns, and power Ethernet is, like you
- 11:03said, roughly at that level. But the advantage of obviously quadrupling the voltage
- 11:09is that you can substantially reduce how much copper or conductor is used in the
- 11:13car, so you can use very small copper wires for you know, it's
- 11:20roughly roughly a quarter, not exactly a quarter, but roughly a quarter as
- 11:24much as much copper is needed for forty eight volts as for twelve. So
- 11:30I think it's it's a logical move. That's that's that's really the next step
- 11:37for the low voltage architecture for the car. I think ultimately long term WOR
- 11:41class will be forty eight volts. It's it's interesting that many people love electric
- 11:48vehicles and want to have them, but some are harmed by a missing infrastructure.
- 11:52That would be the same actually as the II thing. We will have
- 11:56lots of chips ready, but we will have fed the power to operate them.
- 11:58There's a race between infrastructure and technology right now. And you're also certain
- 12:03technology may win, which is a problem because actually infrastructures would win. We
- 12:07should have all the infrastructure we need. Is that correct? Yeah, are
- 12:13you talking about like sort of charging infrastructural cars and that kind of thing.
- 12:18Well, the reason tesn't developed the sort of global supercharger network was specifically to
- 12:24address that point and the point you're making, which is people need to be
- 12:28comfortable that they can travel long distances and charge their car wherever they go.
- 12:35Unfortunately, electricity is almost everywhere, and so it's you know, it's not
- 12:43all not all that rare unless you're really far out in the countryside or something.
- 12:46So yeah, you need the super you need the charging infrastructure and like
- 12:54the electricity to charge electric cars. In fact, the simultaneous growth of electric
- 12:58cars and AI, both of which need electricity, both of which need voltage
- 13:03transformers. Actually, I think is creating a tremendous demand for electrical equipment and
- 13:11for electrical power generation. Maybe one more question elon with regard to new vehicle
- 13:20designs coming to the market. Of course you cannot share with us confidential secrets,
- 13:26but anyways, what are the things you believe, let's say we will
- 13:31see over the next years in the market. And maybe just a small comment.
- 13:35In Europe, we see a shortage of affordable battery electric vehicles in the
- 13:41offerings because many people in Europe are only able to spend like twenty five thousand
- 13:48euros for their vehicles. So what are the new vehicle types vehicle designs you
- 13:54are thinking about at Tesla, Well, our next generation vehicle will be a
- 14:03low, a lower cost vehicle, but one also that is very focused on
- 14:09autonomy. Like I said, the we really are getting to the point where
- 14:18the car can drive itself. Well, when you're in the in the US,
- 14:22I would recommend perhaps giving you know, trying out our car and see,
- 14:26I seeing how it works. It's remarkable, you know. As the
- 14:33AI gets better and better, it actually feels quite human like in the way
- 14:35that it drives. It does things that you wouldn't expect a computer to do.
- 14:41It's it's not like a robot dancing, you know, it's like it
- 14:43feels smooth and intuitive. So our next generation vehicle, which were quite far
- 14:52along on, is very much anticipating and autonomy. And then of course we've
- 14:58got some fun things as well, like on our the new Tesla Roadster,
- 15:03which will be able to do zero two hundred kilometers in under one second.
- 15:11Great, thank you very much. You know that's normally need. That's good.
- 15:16Yeah, that's good. Some fun stuff too, you know, that's
- 15:20the that's the dessert, that's the cherry on the cake. But it's fun.
- 15:24You've got to have the fun stuff too. Yeah, right, No,
- 15:26that's very good news because in the end, there's a lot of people
- 15:30here in the room that's still on their list to buy an electric vehicle,
- 15:33and you just announced something which they probably want to buy. So thank you
- 15:37very much, Thank you very much, and thank you extremely for fifteen years
- 15:41of partnership and work together. We're inspired always by your speed attitude of graphics
- 15:46and things come out. Thank you very much too. Musk all right,
- 15:50and thank you for your support, very very much appreciate it.