Latest / Elon Musk Thinking / Latest Interview Of Elon Musk At X Takeover.
Transcript
- 0:00Speaker 1: How are you welcome?
- 0:05Speaker 2: So we just wanna I guess let's just dive right
- 0:09Speaker 2: into it. But can you share just a little bit
- 0:13Speaker 2: about Eddie really just hold on. Sorry, it's just like
- 0:21Speaker 2: so I think one thing. Obviously we know in the
- 0:23Speaker 2: next week or two Starship five is going to be happening.
- 0:27Speaker 3: What's top of mind? What does success look like for you?
- 0:32Speaker 4: Well, it's probably not from a stand point of when
- 0:36Speaker 4: Stasha would be ready. It's probably probably is about two
- 0:40Speaker 4: or three weeks, but then depends on when we get
- 0:42Speaker 4: the FA license. So the that is probably the end
- 0:47Speaker 4: of August is my guest's earliest, and it may go
- 0:51Speaker 4: to early September, just depends on how fast the FA
- 0:55Speaker 4: grants our license.
- 0:58Speaker 3: And for you, what does success look like?
- 1:00Speaker 2: I know there's the idea of literally using the chop
- 1:03Speaker 2: sticks to capture this, is that still the gold?
- 1:06Speaker 1: Is that?
- 1:06Speaker 3: Is that what success would look like?
- 1:08Speaker 2: Or what what is success for you and SpaceX in
- 1:12Speaker 2: this next Starship five launch?
- 1:17Speaker 3: Well, the.
- 1:19Speaker 4: We would like to catch the mecha the booster in
- 1:23Speaker 4: the giant Mexicil arms, which is sounds kind of insane
- 1:27Speaker 4: and uh, because this is the this is the largest
- 1:31Speaker 4: playing object ever made so to catch it with uh
- 1:35Speaker 4: you know, giant robot arms is you know, pluck it
- 1:39Speaker 4: out of the sky. Is is pretty insane, but I
- 1:42Speaker 4: think it's it's got a decent chance for working, uh
- 1:45Speaker 4: my tech. If you take a few kicks at the
- 1:47Speaker 4: can before it's actually before it works well. But we're
- 1:52Speaker 4: not breaking physics, so success is one of the possible
- 1:54Speaker 4: outcomes here.
- 1:57Speaker 1: So we do want to try to recover.
- 1:59Speaker 4: The booster we were on the last flight we were able
- 2:01Speaker 4: to achieve a soft landing in the ocean or the gulf,
- 2:06Speaker 4: in the water and the way.
- 2:09Speaker 1: Yeah, that's cool.
- 2:11Speaker 4: So I think people we've seen the real time video
- 2:15Speaker 4: all the way down to the splash down and then
- 2:18Speaker 4: the other thing were hoping to achieve is.
- 2:21Speaker 1: Obviously a more robust heat shield.
- 2:24Speaker 4: So you know, last time, the ship actually did make
- 2:28Speaker 4: it to the Pacific Ocean or kind of like the
- 2:32Speaker 4: border of the Indian and the Pacific Ocean, and it
- 2:38Speaker 4: did like the engines and actually the ship that achieve
- 2:41Speaker 4: a soft landing, but that we lost a lot of
- 2:44Speaker 4: heat shield tiles and it's kind of amazing that the
- 2:48Speaker 4: ship did make it to a soft water landing and
- 2:52Speaker 4: that it made it all the wait also splashed down
- 3:02Speaker 4: because of lost tiles, and I mean basically I like
- 3:04Speaker 4: to like absolutely control with like little skeleton hands. But
- 3:14Speaker 4: it managed to make it, but it didn't it didn't
- 3:17Speaker 4: get to the exact right location. So because it lost
- 3:23Speaker 4: the control authority, it was about I think six miles
- 3:26Speaker 4: or so off uh, of course from its landing location.
- 3:29Speaker 4: So the time, obviously we want the heat shield to
- 3:33Speaker 4: survive intact and the flaps to have full control authority
- 3:38Speaker 4: and land at a not not just land softly in
- 3:42Speaker 4: in the ocean, but but land at the exact right
- 3:45Speaker 4: location that the ship landing is the tough part, meaning
- 3:51Speaker 4: like that's because the ship has a heat shield and
- 3:55Speaker 4: it's really designed to survive entry, not not to sort
- 4:01Speaker 4: of vaporize. It comes down very much intact, and so
- 4:05Speaker 4: we need to make sure that for the ship that
- 4:08Speaker 4: the reliability of the heat shield is extremely high, and
- 4:12Speaker 4: that the flaps and then it can steer to a
- 4:15Speaker 4: very precise landing location. Because if it were to break
- 4:18Speaker 4: up of a populated area, it's some possibility of debris hitting,
- 4:24Speaker 4: you know, damaging property or people, and so we want
- 4:27Speaker 4: to be really confident that the ship heat shield is
- 4:32Speaker 4: super robust and lands at the exact right location. So
- 4:38Speaker 4: before we try to bring the ship back to the
- 4:40Speaker 4: launch site, we'll probably I think, when I have at
- 4:42Speaker 4: least three successful landings of the ship. You know, and
- 4:49Speaker 4: the ship peat shield this time is substantially upgraded. I say,
- 4:53Speaker 4: it's at least twice as good, well in some cases
- 4:56Speaker 4: like infinitely better, and has a secondary a heat shield
- 5:01Speaker 4: behind the primary heat shield. So it's probably a longer
- 5:06Speaker 4: explanation than maybe you're looking for, but that's what we're
- 5:09Speaker 4: hoping to achieve, is.
- 5:12Speaker 1: Yeah, I think we could.
- 5:14Speaker 4: Probably a fifty percent chance ish of catching the booster,
- 5:18Speaker 4: and then probably probably better than fifty percent, maybe sixty
- 5:22Speaker 4: seventy percent chance of the ship heat shield remaining intact
- 5:28Speaker 4: on this upcoming flight, assuming nothing else goes strong.
- 5:32Speaker 3: So one thing I did want to comment.
- 5:34Speaker 2: Is actually the X takeovers. Actually you're you're coming through
- 5:38Speaker 2: starlink right now, So all the work SpaceX is doing,
- 5:41Speaker 2: it's all through starlink.
- 5:44Speaker 1: Well it's stalling here too, it's as starlink, starlink.
- 5:48Speaker 3: Starlely connecting starlink.
- 5:49Speaker 4: Yeah, I'm testing the stalling money as well, so I'm
- 5:53Speaker 4: like alternating between the mainstalling dish and the stallink money
- 5:56Speaker 4: dish that typically the stalling money dish is not as
- 5:59Speaker 4: good as regular dish because it's a smaller antenna. It's
- 6:02Speaker 4: it's not as much UH antenna area as the as
- 6:06Speaker 4: the regular dish, So just be clear, like the Starling
- 6:12Speaker 4: money is not exactly the same as the other one,
- 6:14Speaker 4: but but just smaller size. It's it's yeah, it's it's
- 6:19Speaker 4: like you give up a little bit of antenna area.
- 6:23Speaker 1: For UH, but it's it's extremely portable.
- 6:27Speaker 4: So it's like I don't know, maybe a quarter of
- 6:29Speaker 4: the weight of the regular one, but and and and
- 6:32Speaker 4: you'll get about half the bandwidth. So it's it's it's
- 6:36Speaker 4: sort of it's powered way. It's like ability to wait
- 6:39Speaker 4: ratio is is quite as really good. It's and then yeah,
- 6:43Speaker 4: you can just put in a backpack, take it anywhere
- 6:45Speaker 4: you want. I think it'd be pretty pretty good as
- 6:48Speaker 4: a sort of a backup device for emergency services. So
- 6:53Speaker 4: actually a lot of sour first responders and emergency services
- 6:57Speaker 4: are you know, looking at having that as just just
- 7:01Speaker 4: because it's so easy to just put on a vehicle,
- 7:02Speaker 4: and in fact, I know people have put it on
- 7:04Speaker 4: Tesla's which is pretty cool.
- 7:06Speaker 2: We have cyber trucks here with them literally stationed on
- 7:09Speaker 2: them to shout out to Teslatino and some of the
- 7:11Speaker 2: other ones.
- 7:13Speaker 4: Yeah, but I think like the stallic money especially is
- 7:16Speaker 4: because it's so portable and easier to put in places.
- 7:20Speaker 1: It's just great for emergency services.
- 7:23Speaker 4: Or if there's like you know, forest fires, floods, natural
- 7:25Speaker 4: disasters which take out you know, where you lose the
- 7:29Speaker 4: ground fiber and you lose the cell towers, then you
- 7:32Speaker 4: still have access to the internet with Astronach.
- 7:37Speaker 5: So Elion, we're in the market for a starling community.
- 7:41Speaker 5: So two thumbs up, good reviews. How do you like
- 7:43Speaker 5: it so far?
- 7:45Speaker 1: It's good.
- 7:47Speaker 4: You know, it's it's a new product, so we're always
- 7:49Speaker 4: like like ironing out little little things here and there.
- 7:54Speaker 1: But so far, so good. It's looking good. I think
- 7:56Speaker 1: it'll be a huge seller.
- 7:59Speaker 4: And and and also it costs less to manufacture, so
- 8:02Speaker 4: that means the terminal cost I think might ultimately get
- 8:06Speaker 4: down around a couple hundred bucks, which makes it accessible
- 8:10Speaker 4: to luck you know, many many parts of the world
- 8:13Speaker 4: where the more expensive terminal, the more expensive Atminalis is unaffordable,
- 8:19Speaker 4: so this should be affordable for for you know, much
- 8:24Speaker 4: of the world.
- 8:25Speaker 2: Well, I can't wait to get out to South Padre
- 8:27Speaker 2: Island for Selfish regions and have the Starlink Mini to
- 8:30Speaker 2: cover this live. But what's incredible is just the access
- 8:35Speaker 2: that Starlink is. You can go anywhere in the world
- 8:38Speaker 2: and have access like the gap for knowledge is no
- 8:42Speaker 2: longer going to be an issue in some of the
- 8:44Speaker 2: most remote places, so even making it more accessible with
- 8:48Speaker 2: Starlink Mini is just insane.
- 8:51Speaker 3: Quickly back to the Starship five.
- 8:54Speaker 2: So Starship four happened, I saw, I was there live
- 8:57Speaker 2: on is Leablanca Park. It was an and then even
- 9:01Speaker 2: going through the star Factory tour, just what you guys
- 9:03Speaker 2: are doing at starbases incredible and how fast you iterate
- 9:08Speaker 2: and make changes on the fly as it's you know,
- 9:12Speaker 2: each day that goes by, it feels like a century
- 9:15Speaker 2: maybe at other places because of how much you guys
- 9:17Speaker 2: are changing what you know outside of the heat shields.
- 9:20Speaker 2: What were some of the other big findings from the
- 9:23Speaker 2: Starship four launch that you guys are implementing for and
- 9:26Speaker 2: preparing for for this upcoming launch.
- 9:30Speaker 4: Well this this this really between each flight there are
- 9:35Speaker 4: hundreds of changes on both the ship and the booster.
- 9:40Speaker 4: Many of them are very sort of small, but they
- 9:41Speaker 4: add up cumulatively to two significant changes.
- 9:46Speaker 1: So say like if.
- 9:49Speaker 4: You add changes to the ship of the booster and
- 9:51Speaker 4: to the launch site, they're really talking about thousands of
- 9:54Speaker 4: changes between each flight. So you're really talented teams of
- 9:59Speaker 4: SpaceX working on the stage.
- 10:01Speaker 1: Zero, which is like the.
- 10:03Speaker 4: Launch site and stage zeros is as important as Stage
- 10:07Speaker 4: one or two. Uh so, the stage one being the booster,
- 10:11Speaker 4: stage two being the ship. So Matt, it's there's so
- 10:15Speaker 4: many and a lot of them would wouldn't if I
- 10:19Speaker 4: got into the details, but people would be like, I
- 10:21Speaker 4: don't know what you're talking about, you know, because give me, Well,
- 10:25Speaker 4: it's gonna be like like a little valve here, and
- 10:27Speaker 4: a line change here, and a routing wiring routing change there,
- 10:31Speaker 4: and a bunch of tweaks to the software. And so
- 10:34Speaker 4: it's a whole bunch of things that that are not
- 10:35Speaker 4: like as easy to describe as upgrading the heat shield.
- 10:40Speaker 1: And yeah, there's.
- 10:47Speaker 4: Yeah, now there's there's a much more significant change coming
- 10:54Speaker 4: in a couple of flights from now.
- 10:56Speaker 1: I think it's shift seven.
- 10:58Speaker 4: Where we move the the forward flaps more towards the rear.
- 11:03Speaker 4: So this is why it bugged me as a kind
- 11:05Speaker 4: of design mistake be made with the ship initially, which is.
- 11:09Speaker 1: To have the the forward.
- 11:10Speaker 4: Flaps be symmetric with the rear flaps, where the forward
- 11:14Speaker 4: flaps are at one hundred and eighty degrees and and
- 11:20Speaker 4: you really actually want the forward flaps to be kind
- 11:24Speaker 4: of in the lee of the wind. Because this is
- 11:28Speaker 4: I'm courtious about getting into too much technical detail that
- 11:31Speaker 4: that maybe doesn't.
- 11:35Speaker 1: Makes sense if you don't know about like rock.
- 11:41Speaker 4: Steers itself, as it's kind of like a skydiver where
- 11:44Speaker 4: the flaps are like your the Ford flip that like
- 11:47Speaker 4: arms and legs, so it's really different from a plane.
- 11:51Speaker 4: It's it's like and then the the forward flaps, you
- 11:59Speaker 4: really don't want the forward flaps to be visible to
- 12:02Speaker 4: the airflow.
- 12:04Speaker 1: Because the you're really.
- 12:06Speaker 4: Trying desperately to not have the engine side rotate forward
- 12:11Speaker 4: and get into.
- 12:12Speaker 1: The hot plasma. So the with I think it shift seven,
- 12:18Speaker 1: the forward flaps get smaller.
- 12:21Speaker 4: And they they kind of go they rotate back. I
- 12:25Speaker 4: mean they're they're there, They're changed position instead of being
- 12:28Speaker 4: one hundred eight degrees. Is like I don't know, maybe
- 12:30Speaker 4: one hundred and fifty degrees.
- 12:32Speaker 1: So, and so.
- 12:36Speaker 4: The forward flaps are really just used as trim flaps,
- 12:38Speaker 4: so they basically in a nutshell, the flaps get smaller
- 12:41Speaker 4: and lighter the paler it improves, and and then then
- 12:48Speaker 4: this can continue to improves the heat shields, uh, the
- 12:51Speaker 4: engines get better, so we're able to run the engines
- 12:55Speaker 4: a higher thrust with more reliability.
- 13:00Speaker 1: And then.
- 13:03Speaker 4: A really big step change will be maybe in the
- 13:07Speaker 4: next year or something like that, where we get rid
- 13:12Speaker 4: of the base heat shield and the ship heat shield
- 13:15Speaker 4: at the engine the engine side heat shields, so the
- 13:17Speaker 4: engines are do not need to be encapsulated. With the
- 13:21Speaker 4: next big revision of the raptor engine, which which.
- 13:26Speaker 1: Is quite tricky, but but that.
- 13:28Speaker 4: That eliminates a lot of mass at the base of
- 13:29Speaker 4: the vehicle and at the base of the ship. The
- 13:33Speaker 4: base of the ship and the booster both get a
- 13:36Speaker 4: lot lighter, and the engines are more robust.
- 13:40Speaker 1: There's a lot of starship technical detail here, but.
- 13:46Speaker 4: And and then also the payload will be comfortably above
- 13:48Speaker 4: one hundred tons to a useful little bit, so one
- 13:52Speaker 4: hundred tons useful but with full re usability, where the
- 13:57Speaker 4: booster in the ship come back to the launch site.
- 14:00Speaker 4: Means that the cost per ton to orbit is maybe
- 14:05Speaker 4: about one hundred times less than it has been in
- 14:08Speaker 4: the past. And this is what would enable life to
- 14:14Speaker 4: extend beyond Earth and build a self sustaining city on Mars,
- 14:22Speaker 4: which would maximize the probable life span of consciousness by.
- 14:29Speaker 1: Many millennia, if not millions of years.
- 14:35Speaker 2: I'm going to pass it over to Calvin after this.
- 14:37Speaker 2: But one thing that's incredible about you, Evon is how
- 14:41Speaker 2: much in the weeds you are. I don't think I've
- 14:43Speaker 2: ever seen any leader at any company be so involved
- 14:48Speaker 2: in the weeds. And the fact that you can go
- 14:50Speaker 2: as high and as low literally it's just truly amazing.
- 14:56Speaker 3: So I'm going to pass it over to Calvin.
- 14:57Speaker 2: But that's just one thing that I've noticed about you,
- 15:01Speaker 2: is that you're highly involved in everything you're doing, and
- 15:04Speaker 2: you're able to step out bird's eye but also get
- 15:07Speaker 2: into the weeds.
- 15:10Speaker 1: Yeah.
- 15:10Speaker 4: Well, I mean I drive the engineering design at the companies,
- 15:13Speaker 4: so that that's like relatively unusual, you know, But that's
- 15:20Speaker 4: that's I mean, that's I think a big part of
- 15:24Speaker 4: why the companies succeed is because I understand the engineering.
- 15:30Speaker 1: And I know.
- 15:32Speaker 4: When somebody you know, my judgment whether somebody is great
- 15:36Speaker 4: at engineering or design, it's just it's quite good. So
- 15:44Speaker 4: in terms of really having the most talented people giving
- 15:48Speaker 4: them the most response responsibility, if if you if you
- 15:51Speaker 4: don't actually understand the engineering, then then how.
- 15:54Speaker 1: Do you know that somebody is a good engineer? So
- 15:59Speaker 1: those really important.
- 16:02Speaker 4: So that's uh, I think, you know, we're very talented team,
- 16:08Speaker 4: but but in order to know that somebody is talented
- 16:11Speaker 4: must also understand the engineering.
- 16:20Speaker 5: Elon, we're gonna shift gears and talk about Tesla.
- 16:25Speaker 1: Who that's good.
- 16:27Speaker 2: This is the Tesla takeover, now the ex takeover, but
- 16:33Speaker 2: we do Tesla takeovers all over the world.
- 16:35Speaker 1: Now that's cool. Thanks.
- 16:39Speaker 4: By the way, guys, I just want to say thanks
- 16:41Speaker 4: a lot for your sport.
- 16:42Speaker 1: I super appreciated. Thank you, And.
- 16:49Speaker 2: I know Calvin's going to follow up with a question,
- 16:52Speaker 2: but I just wanted to say thank you from our
- 16:54Speaker 2: organization for the support.
- 16:56Speaker 3: I'm literally twenty eighteen and got my Tesla.
- 16:59Speaker 2: Started driving it, and I can't believe the amount of
- 17:01Speaker 2: fun out there on it and fake news, especially even
- 17:05Speaker 2: in the Bay Area.
- 17:05Speaker 1: And so that's always been that way. You know, it's fun.
- 17:11Speaker 2: Into two getting into this community and creating now these
- 17:16Speaker 2: epic events.
- 17:17Speaker 3: Uh so, but I'll pass it over to Calvin.
- 17:20Speaker 5: Yeah, elon So obviously a lot of Tesla fans here
- 17:23Speaker 5: as well as SpaceX. But regarding on the Tesla side,
- 17:27Speaker 5: can you give us any updates on any future models?
- 17:29Speaker 5: Obviously the robot taxi is coming up, you know.
- 17:33Speaker 1: I mean, I can't quite I can't do like product announcements.
- 17:37Speaker 3: At the takeovers.
- 17:38Speaker 1: Just joking.
- 17:42Speaker 4: I mean, I think the the you know, a lot
- 17:44Speaker 4: of what I've said I said on the Owning School
- 17:46Speaker 4: or I try to, you know, say what I think
- 17:49Speaker 4: on ownings call. But the the overwhelmingly important thing is
- 17:55Speaker 4: is achieving unsupervised for self driving. So this is really
- 18:02Speaker 4: profound and hopefully a lot of you have gotten the
- 18:06Speaker 4: chance to use uh twelve point five or at least
- 18:09Speaker 4: twelve point three point six. So the you know, the
- 18:13Speaker 4: Tesla AI team, and it's it's a couple of hundred.
- 18:17Speaker 4: It's not a huge team. It's it's just a few
- 18:19Speaker 4: hundred super talented engineers. But I do want to emphasize
- 18:23Speaker 4: that it's uh, you know, it's it's obviously way more
- 18:26Speaker 4: than me, and but it's also it's more than a show.
- 18:29Speaker 4: And and uh, it's it's like it's it's it's like
- 18:33Speaker 4: tough to recognize like two hundred people, but I just
- 18:36Speaker 4: do want to emphasize that there's there's it was actually
- 18:38Speaker 4: a little more than two hundred people that that that
- 18:41Speaker 4: are really responsible for the full self driving software side.
- 18:44Speaker 4: And then we've got a great chip design team because
- 18:48Speaker 4: you need the chip to chip, you know, the chip
- 18:51Speaker 4: it's going to run on something, So the Tesla AI
- 18:54Speaker 4: chip hardware three and harder of full and then upcoming
- 18:58Speaker 4: hardware five which will probably be in volume production in
- 19:00Speaker 4: twenty six, Yeah, twenty six. There's a really great, great,
- 19:07Speaker 4: great trip team. And then we've also got a great
- 19:15Speaker 4: training cluster team. Like it's actually very hard to run
- 19:18Speaker 4: a lot To build and run a large and video
- 19:21Speaker 4: training cluster is it takes a lot of skill and
- 19:24Speaker 4: a lot of work. So you know, teams cranking twenty
- 19:29Speaker 4: four to seven building the South extension to the gigafactory
- 19:34Speaker 4: in Austin. And I was actually just talking the team
- 19:39Speaker 4: last night being good progress for installing the servers. But
- 19:44Speaker 4: I do it's like some of the people think I
- 19:46Speaker 4: just buying video you know GPUs and plug them in
- 19:48Speaker 4: and they start the training run, and if you go
- 19:51Speaker 4: this is not the case at all.
- 19:54Speaker 1: It's super hard.
- 19:54Speaker 4: Actually, the in fact, one of the tricky things that
- 20:01Speaker 4: is kind of interesting with if you've got if you've
- 20:04Speaker 4: got a large Nvidia training run, or in any kind
- 20:08Speaker 4: of like large training run, the power fluctuations are unlike
- 20:14Speaker 4: anything you ever see anywhere else, because the the GPU
- 20:19Speaker 4: is all running with extreme precision. It's it's like a symphony,
- 20:25Speaker 4: like this massive symphony with you know, in the case
- 20:28Speaker 4: of the installation in at PA Texas will be fifty thousand.
- 20:34Speaker 4: It's like imagine fifty thousand instruments all moving in symphony,
- 20:40Speaker 4: and that what that actually causes, it's like actually extremely difficult,
- 20:44Speaker 4: like a nightmare electrically because when the when the GPUs
- 20:47Speaker 4: go up, the power goes up, and the GPUs go down,
- 20:50Speaker 4: power goes and this can happen at like one hundred
- 20:54Speaker 4: millisecond intervals. So it's it's actually quite a difficult thing electrically.
- 21:00Speaker 1: It sounds like a light it's quite kind of like
- 21:03Speaker 1: a light show. It's it's.
- 21:06Speaker 4: The it's just you're just get these dramatic changes in
- 21:10Speaker 4: power droll and so you and and when you got
- 21:13Speaker 4: fifty megawatts, that can go from thirty megawatts down to
- 21:17Speaker 4: twenty megalt wats in one hundred bioseconds, Like that's just
- 21:20Speaker 4: very unusual.
- 21:21Speaker 1: So back up again.
- 21:25Speaker 4: Anyway, So it's it's actually quite challenged, So shout out
- 21:27Speaker 4: to the Tesla team for that is, you know, building
- 21:31Speaker 4: and operating the training center. So it's it's it's it's
- 21:34Speaker 4: really it's like quite a few pieces of the puzzle
- 21:36Speaker 4: that need to be done. And then we've got to
- 21:39Speaker 4: record record a lot of data uh and and uh
- 21:44Speaker 4: you know, and.
- 21:44Speaker 1: Feed that into the training system.
- 21:47Speaker 4: But then the net result is that it's it's really
- 21:51Speaker 4: signed to become quite compelling.
- 21:53Speaker 1: I think with twelve point five, and.
- 21:59Speaker 4: As I mentioned publicly, we've increased the number of parameters
- 22:02Speaker 4: by back to a five.
- 22:04Speaker 1: Now this one can simply increase parameters.
- 22:09Speaker 4: One does not simply increase parameters. It's it's uh, unless
- 22:16Speaker 4: those parameters are useful and done in the right way,
- 22:21Speaker 4: it's just it's it doesn't matter.
- 22:24Speaker 1: You actually have to have the parameters be the right.
- 22:27Speaker 4: Each parameter is like a number, but the numbers have
- 22:29Speaker 4: to be correct, and you can think of what like
- 22:34Speaker 4: what what the AI is trying to do is effectively
- 22:37Speaker 4: compress reality. So it's trying to say, like, okay, we're
- 22:42Speaker 4: taking all this video in trying to understand reality compress
- 22:46Speaker 4: it down to you know, a few gigabytes really, although
- 22:53Speaker 4: also I think it's gonna that's deadily expanding and we'll
- 22:55Speaker 4: probably end up being twenty gigabytes soon.
- 22:58Speaker 1: But we're trying to compress reality.
- 23:00Speaker 4: Into I don't know, a few gigabytes is pretty hard.
- 23:06Speaker 4: And because our the inference computer in the car is
- 23:12Speaker 4: much weaker than say a GPU in a service center.
- 23:16Speaker 4: It's it's only got like maybe fifteen to twenty percents
- 23:23Speaker 4: much power, and so in order to make if your
- 23:30Speaker 4: inference computer is relatively weak, then you have to spend
- 23:34Speaker 4: actually more effort on the training side in order to
- 23:39Speaker 4: make up for the week inference computer. Anyway, So but
- 23:45Speaker 4: it is working. I think it's doing really well, and
- 23:51Speaker 4: I think we'll see Wrapp continue to wrap it improvements
- 23:54Speaker 4: each passing week.
- 24:02Speaker 5: Speaking of light shows, Eline, I just want to say
- 24:05Speaker 5: thank you for reposting and sharing our late show from.
- 24:07Speaker 1: X to takeover. Appreciate it.
- 24:10Speaker 5: Sure, So I want to talk about battery technologies. What
- 24:17Speaker 5: advancements are you most excited about in terms of battery
- 24:20Speaker 5: technology and how will they impact the range of inefficiencies
- 24:24Speaker 5: of future Tesla's.
- 24:27Speaker 1: Well, the I think it's important to note that even
- 24:31Speaker 1: if there.
- 24:32Speaker 4: Were no battery breakthroughs at all, I think you could
- 24:37Speaker 4: electrify all road transport, and all road and transport. Animal
- 24:44Speaker 4: ships could be electrified with even if there were zero
- 24:48Speaker 4: improvements in battery technology.
- 24:49Speaker 1: This maybe an important point to note.
- 24:52Speaker 4: Now there will be improvements in battery technology, but even
- 24:54Speaker 4: if they weren't, you could electrify all ground and water transport.
- 24:59Speaker 4: For airplanes, you need you do need some improvement in
- 25:01Speaker 4: the energy density, the graph metric and volumetric energy density,
- 25:06Speaker 4: So you've got to ideally want to have about a
- 25:09Speaker 4: four hundred and fifty or five hundred whe house pi
- 25:11Speaker 4: kilogram energy density, which you can get. I think in
- 25:16Speaker 4: some it's it's all it's getting there, like it's it's
- 25:19Speaker 4: it's there, you know, with some expensive cells, they're they're
- 25:24Speaker 4: up in that region. But really most of the R
- 25:32Speaker 4: and D effort is is in improving the costs.
- 25:35Speaker 1: Per hour per pert killer what hour, so the.
- 25:41Speaker 4: Cost of range, like, how do you get improve the
- 25:45Speaker 4: cost of the battery pack in order to make the cars
- 25:46Speaker 4: more affordable.
- 25:49Speaker 1: And and then yeah, the.
- 25:53Speaker 4: I from a range standpoint, I think people are coming
- 25:56Speaker 4: to expect a range of roughly three hundred miles I
- 26:01Speaker 4: think is being kind of normal, maybe a little above
- 26:05Speaker 4: three hundred miles. And that's if you assuming that you're
- 26:09Speaker 4: going You're not going, you know, climbing a mountain cold weather,
- 26:12Speaker 4: because as as you add more load, the range will decrease.
- 26:15Speaker 1: On the other hand, if you're going down a mountain,
- 26:17Speaker 1: your range will increase. So you know, it's.
- 26:22Speaker 4: So you know, I think we're really gonna think go
- 26:27Speaker 4: starting to see like a normal epa range of above
- 26:31Speaker 4: three hundred miles is being kind of a normal, normal standard,
- 26:36Speaker 4: and and then just figure out how to build enough
- 26:39Speaker 4: battery packs and scale it up. We're making good progress
- 26:46Speaker 4: in the Tesla designed cell, which is a designed manufacturer cell,
- 26:51Speaker 4: which is there is a hard problem. I mean their
- 26:53Speaker 4: entire companies that that's all they do. But the raid
- 26:57Speaker 4: progress is good. And but like I said, no major breakthroughs.
- 27:04Speaker 4: There's a lot of a lot of work just to say,
- 27:06Speaker 4: like how many gig white hours of cells need to
- 27:10Speaker 4: be made every year to really transition the world to
- 27:12Speaker 4: a sustainable energy economy. It's actually you know, hundreds of
- 27:17Speaker 4: Gigo white hours per year ultimately perhaps thousands, and a.
- 27:23Speaker 1: Lot of it will go to stationary storage. So for.
- 27:27Speaker 4: Pairing wind power with the stationary battery packs and solar
- 27:31Speaker 4: power stationary battery packs, and just overall improving the efficiency
- 27:36Speaker 4: instability the grid with with the stationary battery packs. That's
- 27:40Speaker 4: that's actually quite a big deal. So yeah, but overall,
- 27:44Speaker 4: I feel like things are progressing at a good rate.
- 27:52Speaker 2: So I've been again, I'm when you think of a
- 27:55Speaker 2: lot of the ogs that I've met over the years
- 27:58Speaker 2: who've been following to us, I'm fairly late to the game,
- 28:01Speaker 2: but it's in. It's crazy even since twenty eighteen, going
- 28:05Speaker 2: from you know, being weeks if not days from bankruptcy
- 28:09Speaker 2: to how the company has been going from you know,
- 28:12Speaker 2: ramping to five thousand Model threes into full self driving.
- 28:16Speaker 2: And the one thing I mean you I always knew
- 28:19Speaker 2: that I was driving a robot at the end of
- 28:21Speaker 2: the day, but never did I think I guess maybe
- 28:25Speaker 2: my the you know, I was just limited in thinking
- 28:28Speaker 2: that we would ever create humanoids in Tesla specifically, and
- 28:32Speaker 2: again how would you say you know as also too.
- 28:35Speaker 2: You know, if Tesla is an AI robotics company, you know,
- 28:39Speaker 2: how is that to being in the factories and you've
- 28:47Speaker 2: made comments about how happening in the world, and so
- 28:54Speaker 2: you know how.
- 28:54Speaker 1: It is robotics.
- 28:56Speaker 2: Yeah, so how robotics humanoids? Just packed at the valuation
- 29:01Speaker 2: view and really the vision for the.
- 29:02Speaker 4: Company right, well, I mean you can think of the
- 29:07Speaker 4: Tesla cars as essentially robots on four wheels.
- 29:12Speaker 1: So the it's really.
- 29:15Speaker 4: Really profound, and I'd recommend, you know, get just getting
- 29:18Speaker 4: demonstrations of the self driving capability to people, you know,
- 29:22Speaker 4: to friends and family and stuff. Because if you take
- 29:26Speaker 4: up a model through a model y, I mean, it's
- 29:28Speaker 4: a good looking car, but it doesn't look like it
- 29:32Speaker 4: has like super intelligence.
- 29:34Speaker 1: You know, it looks it.
- 29:36Speaker 4: Looks like it's a good looking electric car, but it
- 29:39Speaker 4: doesn't look like it's like I mean, I use the
- 29:41Speaker 4: analogy like let's say you had a cat and it
- 29:44Speaker 4: looks like a normal cat, but actually your cat can
- 29:48Speaker 4: talk and jump up and do like a hat and
- 29:51Speaker 4: cane dance and do like a musical you.
- 29:53Speaker 3: Know about car Field.
- 29:56Speaker 1: Actually, like like let's say Let's say you.
- 29:58Speaker 4: Had a santient cat that could wook and and do
- 30:01Speaker 4: and and and sing and dance. But but people look
- 30:04Speaker 4: at the cat on the couch and and and the
- 30:06Speaker 4: cat it just looks like a normal cat, you know,
- 30:08Speaker 4: until it jumps up and does a song and dance
- 30:11Speaker 4: and it's like wha, whoa, wow, what what's that? So
- 30:15Speaker 4: so that that's the thing with the self driving is that, yeah, sure,
- 30:19Speaker 4: the mal three why they're good looking, normal looking cars,
- 30:25Speaker 4: except ours can basically sing and dance and it's intelligent
- 30:32Speaker 4: and can drive from one place to another. So so
- 30:37Speaker 4: it's just just demonstrating that to people kind of blows
- 30:39Speaker 4: their mind. So I'd recommend doing that because that that
- 30:42Speaker 4: really that's really key. And then for the Optimus robot,
- 30:49Speaker 4: that's really an extension of what we've learned with the car.
- 30:51Speaker 4: So the car is a robot with four wheels, intelligent
- 30:54Speaker 4: robot with four wheels, and Optimus is an intelligent robot
- 30:58Speaker 4: with arms and legs, so that you know, in the
- 31:01Speaker 4: case of in the case of optimists, uh, we we
- 31:07Speaker 4: have to design uh, every part of the robot from scratch.
- 31:12Speaker 4: The you know, all the motors and gears and electronics
- 31:16Speaker 4: and sensors all had to be designed from scratch, and
- 31:20Speaker 4: also we have to learn how to how to operate
- 31:24Speaker 4: all of.
- 31:24Speaker 1: These motors and sensors.
- 31:28Speaker 4: You really get to learn a lot about how the
- 31:30Speaker 4: human body works, and you realize there's a reason why
- 31:34Speaker 4: we evolved this way. You know, the reason why the
- 31:39Speaker 4: the muscles that operate your hand are actually located in
- 31:43Speaker 4: your forearm because.
- 31:46Speaker 1: You actually and so you're you know, if you look
- 31:50Speaker 1: at your sort.
- 31:50Speaker 4: Of hand, it's sort of like it's like it's really
- 31:52Speaker 4: it's like a puppet basically, and and the puppet strings
- 31:56Speaker 4: are in your forearm and and the so I mean,
- 32:02Speaker 4: there are a small number of muscles that are actually
- 32:03Speaker 4: in the hand, but most of the muscles that operate
- 32:06Speaker 4: your hand or in your forearm. So with the current
- 32:11Speaker 4: version of Optimists, we actually have the actuators in the hand,
- 32:14Speaker 4: but with the new version that we're moving to later
- 32:16Speaker 4: this year, the actuators are in the forearm and really
- 32:21Speaker 4: emulating how human hand works.
- 32:23Speaker 1: So and there really are no.
- 32:30Speaker 4: Motors and there's there are no actuators I say actuator.
- 32:34Speaker 4: An actuator would be like motor plus gearbox plus paralectronics
- 32:38Speaker 4: and sensors. There are no actuators that actually that you
- 32:45Speaker 4: can buy for really any any amount of money.
- 32:48Speaker 1: That work well for humanoid robots. So we actually go
- 32:51Speaker 1: back to.
- 32:51Speaker 4: Physics first principles and design all of the actuators from scratch.
- 32:57Speaker 4: So it's a tremendous amount of work, and I think
- 32:58Speaker 4: it'd be very difficult for any company that does not
- 33:01Speaker 4: have it's not extremely good at designing actuators to make
- 33:06Speaker 4: an effective humanoid robot. And then the it's it's it'll
- 33:11Speaker 4: have the same like brain as the car, so initially
- 33:16Speaker 4: Hardware four and then Hardwer of five in twenty six,
- 33:21Speaker 4: and and then just as the car is, the car
- 33:25Speaker 4: is learning how to navigate reality, it's it's the same
- 33:28Speaker 4: basic process for the humanoid robot.
- 33:33Speaker 1: And I think basically everyone's gonna want one. So it's
- 33:37Speaker 1: like who wouldn't want?
- 33:39Speaker 4: You know, So like there's a way that just there's
- 33:41Speaker 4: no ways to think of robots, but like like let's
- 33:44Speaker 4: say R two D two and C three PO were
- 33:47Speaker 4: real and you could happen, like who would not want
- 33:52Speaker 4: R two D two C C two QO? That would
- 33:54Speaker 4: be awesome. Yeah, like a friendly buddy robot. Now we
- 33:59Speaker 4: need to make they stay friendly. Of course that's very important.
- 34:03Speaker 4: But for Garfield, yeah, but you know, it's I think
- 34:08Speaker 4: it's kind of like people get pretty attached to their
- 34:11Speaker 4: humanoid robots, just like people, you know, you get attached
- 34:13Speaker 4: to C three of you and r g D two
- 34:17Speaker 4: and yeah, I think everyone's going to pretty much want one.
- 34:20Speaker 4: And I think long term the cost of the humanoid
- 34:23Speaker 4: robots should be less than the cost of a car
- 34:25Speaker 4: because it weighs less, there's you know, fewer parts in it.
- 34:29Speaker 4: So ultimately, I think, you know, humanoid robot that is
- 34:33Speaker 4: super useful. I think long term is probably like twenty
- 34:38Speaker 4: thousand dollars or twenty five thousand dollars. But fans of
- 34:40Speaker 4: what a dollar is worth in the future, you know,
- 34:43Speaker 4: nation and all, but you know, current year dollars, I think,
- 34:48Speaker 4: you know, I can see reaching a price of twenty
- 34:51Speaker 4: twenty five thousand dollars for a humanoid robot.
- 34:52Speaker 1: That would be really useful.
- 34:54Speaker 4: You know, that could like help you take care of kids,
- 34:57Speaker 4: walk the dog, you know, you know, go go get
- 35:01Speaker 4: groceries like whatever whatever works, you know.
- 35:04Speaker 1: So, so I think everyone's gonna want one.
- 35:08Speaker 4: So there's eight billion people on Earth and I think
- 35:10Speaker 4: they're all gonna want one. So that's why, that's why
- 35:14Speaker 4: I think it's probably gonna be the biggest thing ever.
- 35:17Speaker 1: Uh.
- 35:17Speaker 5: Elon, what are you going to use your robot for?
- 35:22Speaker 1: Well?
- 35:23Speaker 4: Uh, I mean, initially we're you know, so we're selling
- 35:29Speaker 4: like production unit one of production design one of Optimists,
- 35:35Speaker 4: which we'll we'll do some basic stuff in the factory
- 35:37Speaker 4: in the tails of factories next year because we want
- 35:39Speaker 4: to iron out a lot of you know, details.
- 35:42Speaker 1: It's just to make sure it's useful.
- 35:47Speaker 4: And and and and for the first year or so,
- 35:49Speaker 4: it's going to require quite a lot of babysitting from
- 35:52Speaker 4: engineering and then hopefully, hopefully when we get to twenty
- 35:56Speaker 4: twenty six that that'll be one we could sort of
- 35:59Speaker 4: sell to so outside of the company because and have
- 36:04Speaker 4: have be be confident that it'll work recently well and
- 36:07Speaker 4: respond to voice commands and that kind of thing. So
- 36:13Speaker 4: and then you'll be able to sort of I think,
- 36:16Speaker 4: customize how the robot looks as well long term, because
- 36:20Speaker 4: you know, you can kind of shall let's get the
- 36:23Speaker 4: robot however you like. So for I think there'll be
- 36:27Speaker 4: a wide variation, wide variations and how the robots looks
- 36:32Speaker 4: it looks, and and you know, maybe like some third
- 36:36Speaker 4: parties could could do cool things, just like there's like
- 36:40Speaker 4: cool third party wraps of the cyber truck.
- 36:43Speaker 1: That's some really creative art. I think.
- 36:47Speaker 4: So the cyber trucks, like even though it's it ships
- 36:50Speaker 4: as kind of like bear stainless steel, it ends up
- 36:53Speaker 4: having some of the most interesting art in terms of
- 36:57Speaker 4: how it's wrapped, and so it's really quite unique and
- 37:05Speaker 4: actually toward of a farrel.
- 37:08Speaker 1: He loves to very.
- 37:08Speaker 4: Creative and like he has some ideas for you know,
- 37:11Speaker 4: doing a fur l version of an optimist for example,
- 37:14Speaker 4: for pretty cool to have like different artists come up
- 37:18Speaker 4: with different you know, versions of Optimists.
- 37:24Speaker 2: So, speaking of cyber truck, I've had a cyber truck
- 37:28Speaker 2: since middle of February, and I'm, you know, I'm so
- 37:32Speaker 2: used to FSD.
- 37:34Speaker 1: Andeah, you really you really want but I totally agree.
- 37:38Speaker 2: I'm I don't know if I could get special acts,
- 37:40Speaker 2: but either or more importantly for everybody, I'm just saying
- 37:43Speaker 2: I've driven ten thousand miles and it kills my soul
- 37:47Speaker 2: to be driving the most anti technology and I feel
- 37:51Speaker 2: like I'm driving it's still the most amazing va test
- 37:55Speaker 2: has ever made.
- 37:55Speaker 3: But any updates on FSD with cyber.
- 37:58Speaker 4: Truck, well, I think that should be coming out in Augus,
- 38:06Speaker 4: So toward twelve point five is waited two weeks.
- 38:10Speaker 1: Yeah, it's at.
- 38:11Speaker 4: Some point, at some point in the next two to
- 38:14Speaker 4: flourish weeks, it should work have a truck. I mean,
- 38:19Speaker 4: I'm sure, I'm not sure the exact timing because we
- 38:20Speaker 4: just have to test it and make sure it works well. So,
- 38:24Speaker 4: but twelve point five is where a lot of things
- 38:26Speaker 4: come together where you've got the uh, the highway. You know,
- 38:32Speaker 4: we upgrade the high highway stack to be the latest version.
- 38:36Speaker 4: So it's it's uh, it's it's you don't have the
- 38:39Speaker 4: old highway stack in the new city stack.
- 38:41Speaker 1: Yeah, you know, so.
- 38:44Speaker 4: Having one sort of integrated state of the art stack
- 38:48Speaker 4: for highway and city is a big deal. And you know,
- 38:54Speaker 4: like little things like you can wear sunglasses and still
- 38:58Speaker 4: do the hands off driving, and and then.
- 39:02Speaker 1: Having it work on cyber truck.
- 39:04Speaker 4: Yeah, I mean a friend of mine drove cyber truck
- 39:06Speaker 4: all the way halfway across the country and he said
- 39:09Speaker 4: it was driving him great, it was driving and crazy
- 39:11Speaker 4: that he could not turn on FSD because it was.
- 39:16Speaker 2: We literally have people I think who drove from Florida
- 39:20Speaker 2: Toronto in their cyber trucks, well not for but just
- 39:23Speaker 2: coming from all over the US, and I think that's
- 39:27Speaker 2: literally the one thing they were just like phill in
- 39:30Speaker 2: peasants status even though this is the best product that
- 39:34Speaker 2: Tesla has made yet.
- 39:35Speaker 4: So yeah, it's great. It's a great product. So yeah,
- 39:39Speaker 4: it should be very soon.
- 39:42Speaker 1: So yeah. Yeah.
- 39:47Speaker 5: Elon what other future car projects are you most excited about?
- 39:51Speaker 3: Is it the roadster, is it the road taxi?
- 39:54Speaker 1: Can you speak about what you're most excited about?
- 39:58Speaker 4: Well, I think in terms of what will have the
- 40:01Speaker 4: biggest impact in the world, it will be the the robotaxi,
- 40:04Speaker 4: dedicated robotaxi. Now, of course old tails vehicles can't operate
- 40:09Speaker 4: it or will be able to operate us as a
- 40:12Speaker 4: robotaxi pretty much all so, uh you know, but but yeah,
- 40:19Speaker 4: I think the dedicated robotaxi will have single biggest effect
- 40:24Speaker 4: in the world. The semi truck, I think we'll have
- 40:27Speaker 4: a very very big effect. The roadster is you know,
- 40:31Speaker 4: one of those things that's not like necessary from a
- 40:34Speaker 4: utility standpoint, but it's super cool. So you know, I
- 40:42Speaker 4: guess a friend of mine, Peter Peter Thiel is like,
- 40:45Speaker 4: you know, he was says like, why why don't.
- 40:47Speaker 1: We have flying cars? I'm like, wait for it, that's coming.
- 40:56Speaker 1: So I think it'll be super cool. Is it changed
- 40:59Speaker 1: the world?
- 40:59Speaker 4: I don't know, but I think sometimes it's just got
- 41:01Speaker 4: to have things that are just cool because that's it's
- 41:04Speaker 4: just it's just great to have all some or some
- 41:07Speaker 4: you know, things in the world. So it's kind of
- 41:10Speaker 4: cherry on the cake. And I think the roadsterver demo
- 41:17Speaker 4: will be mind blowing. It might be the it might
- 41:21Speaker 4: be the most mind blowing demo of anything ever.
- 41:24Speaker 3: Wow quick followed when is that happening?
- 41:28Speaker 2: I don't know if you could share that, but it's
- 41:30Speaker 2: all good if you have to pass on that one.
- 41:32Speaker 1: I next year, next year sometimes.
- 41:37Speaker 4: And that that's that's a you know, joint sort of
- 41:40Speaker 4: tesla'space x uh effort. So it's kind of applying rock
- 41:47Speaker 4: you know, combining rocket engineering with Tesla EV engineering.
- 41:52Speaker 1: Alien technology to make something really special.
- 41:57Speaker 3: I heard it can fly a little.
- 42:00Speaker 4: Yeah right, yeah, it'll be something special. And yeah, it
- 42:13Speaker 4: will continue to make new products that we haven't talked
- 42:16Speaker 4: about at all. So there's you know, there's those new
- 42:21Speaker 4: things that'll that'll that will come out. But the really
- 42:26Speaker 4: ultra profound thing is full self driving, is unsupervised full
- 42:30Speaker 4: self driving. That's like the gigantic thing. And then optimis
- 42:37Speaker 4: having an autonomous, useful humanoid robot.
- 42:41Speaker 1: Is it an even bigger thing than full self driving.
- 42:43Speaker 4: But those are the two things that, like, if you
- 42:45Speaker 4: were to look back in history from you know, fast forward,
- 42:48Speaker 4: like twenty thirty years or fifty years, even like one
- 42:51Speaker 4: of the things that really were profound, it'll be unsupervised
- 42:56Speaker 4: a general solution to unsupervised full self driving, and a
- 43:02Speaker 4: human raid robot that is truly useful.
- 43:06Speaker 1: Even for a hundred years from now. They'll be like, well,
- 43:08Speaker 1: those are big ones.
- 43:15Speaker 5: Elon, you have a date on the calendar for the announcement,
- 43:20Speaker 5: uh and lunch of the cyber the robo taxi. What
- 43:23Speaker 5: can we expect from that?
- 43:26Speaker 1: Well, I can't give it away, you know, gotta gotta
- 43:30Speaker 1: have some you know, you don't you don't want.
- 43:35Speaker 4: To give the show away before the show, you know.
- 43:40Speaker 4: So I think it'll be just a tease. I think
- 43:44Speaker 4: it'll be I think it'll be cool. I think people
- 43:46Speaker 4: will be pretty excited and yeah, it's it's it's it's
- 43:57Speaker 4: like it's like I do wonder like in the actual
- 44:01Speaker 4: event itself, will people how many people will realize how
- 44:05Speaker 4: profound it is what we're going to show. I think
- 44:11Speaker 4: as some people will understand how profound. Not everyone will,
- 44:15Speaker 4: but it will be obvious in hindsight.
- 44:20Speaker 3: So I know we've been going forty five minutes.
- 44:23Speaker 2: I just want to do a quick time check or
- 44:26Speaker 2: do you want to keep going a little bit more
- 44:28Speaker 2: or because we're.
- 44:29Speaker 1: So great, five or ten minutes more?
- 44:32Speaker 3: Okay, So yeah, everyone, thank you elon through time.
- 44:38Speaker 2: One thing I wanted to ask you is so you
- 44:41Speaker 2: know we have you know, obviously the latest vehicle, the
- 44:44Speaker 2: Model three Performance or really the Model three high Land
- 44:47Speaker 2: has been out.
- 44:47Speaker 3: The cyber truck came out.
- 44:49Speaker 2: When you think of just obviously even the future of transportation,
- 44:54Speaker 2: and obviously that's obviously where Franz comes into play with
- 44:57Speaker 2: the design. But how does when you think think of
- 45:00Speaker 2: unsupervib FSD, how does that change the way you even
- 45:04Speaker 2: approach tackling or building something like the future of transportation?
- 45:08Speaker 2: And again, I know I don't have to throw the
- 45:10Speaker 2: design aspect into it, but just when you think of
- 45:12Speaker 2: what is next, how does the future of transportation impact that.
- 45:19Speaker 4: Well, you know, if you're not driving, the you're really
- 45:24Speaker 4: effectively sitting in like a tiny lounge.
- 45:28Speaker 1: And then so you know having say, you.
- 45:34Speaker 4: Know, being entertained, with with being able to watch movies
- 45:37Speaker 4: or play video games or work, because it's really the
- 45:42Speaker 4: card just becomes like a tiny mobile lounge.
- 45:46Speaker 1: That's that's what.
- 45:47Speaker 4: Or you could sleep, you know, whatever you want to do.
- 45:52Speaker 4: I mean, you could drink too. I mean you're not driving,
- 45:54Speaker 4: so it's just a thing that like, it's like a
- 45:58Speaker 4: little mobile lounge. It's not something that you have to be.
- 46:03Speaker 4: We have to be you know, folks your attention are
- 46:06Speaker 4: driving all the time. So it's just a it's a
- 46:07Speaker 4: completely different experience. One cool thing I ex mentioned is
- 46:12Speaker 4: that that would be I think interesting down the road
- 46:15Speaker 4: is also for optimists, you know, for people that have
- 46:18Speaker 4: lost their limbs.
- 46:21Speaker 1: That if you take neuralink basically be able to.
- 46:26Speaker 4: Control which which the neuralink version one telepathy allows you
- 46:30Speaker 4: to control electronic devices if somebody has lost their arms
- 46:35Speaker 4: or legs or.
- 46:35Speaker 1: Whatever the case.
- 46:40Speaker 4: And and and attaching that and enabling combining that with
- 46:46Speaker 4: a neural link would would give them essentially cybernetic limbs,
- 46:51Speaker 4: kind of like Looke, I don't know, like Loop Skywalker
- 46:53Speaker 4: and Empire strikes back, you know, when you get like
- 46:57Speaker 4: a robot robot hand. So I think that could be
- 47:01Speaker 4: pretty incredible for people that have blast limbs being able
- 47:04Speaker 4: to have like a cybernetic limb.
- 47:09Speaker 1: I think that'd be cool.
- 47:12Speaker 4: Sort of combined effort between neural Link and Tesla.
- 47:22Speaker 5: Elan, There's there was some recent news on X about
- 47:26Speaker 5: some candy announcements or something like that.
- 47:29Speaker 4: No, it's just I don't know what that is. I
- 47:31Speaker 4: would just joke about candy stuff. So yeah, I have
- 47:38Speaker 4: too much, too much more plate to add candy to it,
- 47:40Speaker 4: I think, so. But yeah, yeah, yeah, yeah, this is
- 47:50Speaker 4: this is I mean, it's it's wild how much is
- 47:52Speaker 4: happening in the world. I mean, there's stuff happening with
- 47:55Speaker 4: SpaceX and Tesla and and all the advancements and AI,
- 48:00Speaker 4: a lot of advancements in pharma as well. You know,
- 48:04Speaker 4: there's there's a lot of interesting, like kind of miracle
- 48:07Speaker 4: drugs coming along, and we're certainly headed for I think
- 48:14Speaker 4: the most interesting future. I think we you know, there's
- 48:18Speaker 4: we live in the most interesting of times, and you know,
- 48:25Speaker 4: sometimes it's like easy to sort of like I don't
- 48:27Speaker 4: get down about like some day to day event or
- 48:29Speaker 4: political stuff or whatever. But in the grand scheme of things,
- 48:32Speaker 4: we are living in the most interesting time in history
- 48:36Speaker 4: and that's pretty cool.
- 48:40Speaker 3: Yeah, just just on that.
- 48:42Speaker 2: It's you know, it's so easy to I honestly don't
- 48:46Speaker 2: know how you do it on a minute by hourly
- 48:49Speaker 2: basis on things that are just lies and things that
- 48:52Speaker 2: are being said. But it's so important to have, you know,
- 48:56Speaker 2: a positive mindset, especially as those attacks are coming, because
- 49:00Speaker 2: if you're just depressed about everything that's just coming at you,
- 49:03Speaker 2: it's just so hard to move forward. And so it
- 49:06Speaker 2: takes people like you to who are actually being a
- 49:10Speaker 2: part of that change rather than just watching it from
- 49:12Speaker 2: the sidelines.
- 49:14Speaker 3: And so thank you for that. I mean, just.
- 49:17Speaker 1: It's it's.
- 49:20Speaker 2: One thing I'll ask and then I'll maybe pass it
- 49:24Speaker 2: to Kelvin for UN's question. So we have a lot
- 49:28Speaker 2: of retail investors here as we know. It's actually I
- 49:35Speaker 2: just want to say how amazing X is and how
- 49:39Speaker 2: some of the stuff has even worked at the backgrounds.
- 49:42Speaker 2: I remember meeting Amy Stephens, who was behind obviously you know,
- 49:47Speaker 2: her team that she she worked with to kind of
- 49:50Speaker 2: like build a lawsuit obviously on the comp plan. I
- 49:53Speaker 2: met her on an x spaces, Twitter spaces and we
- 49:57Speaker 2: got connected and she ended up on our podcast and
- 50:00Speaker 2: and next thing I know, she connects with Alexandra mertz U,
- 50:04Speaker 2: Tesla boomer Mama, and seeing all of the work that's
- 50:08Speaker 2: happening behind the scenes with what Amy was doing and
- 50:11Speaker 2: then what Alexandra was doing on the front facing. But
- 50:16Speaker 2: the question I wanted to have is, you know, when
- 50:18Speaker 2: you think of retail investors and what it's meant to Tesla,
- 50:21Speaker 2: you know what comes to mind, especially again all the
- 50:24Speaker 2: work that you know, the community has done, Alexandra, the
- 50:27Speaker 2: Amys of the world, the Tesla community, But what comes
- 50:31Speaker 2: to mind when you think of retail investors for Tesla.
- 50:35Speaker 4: Well, I love retail investors, I have to say, because
- 50:40Speaker 4: you know, I think retail investors or like individual investors,
- 50:43Speaker 4: are like they're they're like making a decision to support
- 50:46Speaker 4: the company, and and.
- 50:49Speaker 1: That's super appreciated. So you know, like, I think we have.
- 50:55Speaker 4: The highest retail investor percentage of maybe any company or
- 51:00Speaker 4: maybe certainly one of the highest, and I think that's
- 51:03Speaker 4: really a good thing. So and and I you know,
- 51:09Speaker 4: like there's gonna be sort of ups and downs in
- 51:11Speaker 4: the stock price for you know, random reasons. But I
- 51:15Speaker 4: I do feel confident that the long term value of
- 51:19Speaker 4: the company will be extremely high. The you know, I think,
- 51:25Speaker 4: you know, the best analysis I've seen as like Kathy
- 51:27Speaker 4: Woods Company are invest Uh they've been the most the
- 51:30Speaker 4: most accurate in the past, and and it's just it's
- 51:35Speaker 4: the you know, the value the value of company is
- 51:38Speaker 4: going to be kind of nutty with uh, unsupervised full
- 51:43Speaker 4: self driving and and with optimists. Uh, it's you know,
- 51:51Speaker 4: I sort of wonder ultimately what money, what money will
- 51:55Speaker 4: even mean in the future, because if you've got robots
- 51:58Speaker 4: that if the cost some goods and services are driven
- 52:01Speaker 4: to almost nothing, I think we will you know, assuming
- 52:06Speaker 4: it's a positive future, which I think it probably will be,
- 52:10Speaker 4: then we're headed for an age of abundance.
- 52:15Speaker 1: So you know, I do feel like like maybe.
- 52:19Speaker 4: That like Tesla's kind of in a phase right now,
- 52:23Speaker 4: like similar to what in Video was in before a
- 52:25Speaker 4: video went in video stock weren't bananas. And I have
- 52:31Speaker 4: to say, like in Video deserves the valuation that they've got.
- 52:33Speaker 1: You know, they Jensen and his team have done an
- 52:37Speaker 1: amazing job, and.
- 52:42Speaker 4: It really goes to show like the value of any
- 52:45Speaker 4: kind of AI, A company that is strong in AI
- 52:48Speaker 4: is it's just going.
- 52:49Speaker 1: To be crazy.
- 52:52Speaker 4: And it will dwarf the value of companies that do
- 52:54Speaker 4: not have advanced AI really will be profoundly different. I mean,
- 53:02Speaker 4: I mean that's the simple sort of productivity kind of
- 53:06Speaker 4: back of the envelope math for cars is that you know,
- 53:10Speaker 4: partypical passenger car is about ten hours of a use
- 53:12Speaker 4: a week. It's called it like an hour and a
- 53:14Speaker 4: half a day for seven days, it's about ten hours.
- 53:18Speaker 4: But if it's autonomous, it's it could be used one
- 53:22Speaker 4: hundred hours a week. Now I'm not sure what the
- 53:26Speaker 4: average usage would be, but average use usage and autonomous
- 53:29Speaker 4: mode might be fifty hours. But certainly it could be
- 53:31Speaker 4: used one hundred hours of one hundred and sixty eight
- 53:33Speaker 4: hours a week. So that would be a ten x
- 53:35Speaker 4: increase in the productivity of the car. But it costs
- 53:39Speaker 4: the same. So if you just do the basic math
- 53:44Speaker 4: on that, it's like, okay, now you go from like
- 53:46Speaker 4: I don't know, twenty.
- 53:48Speaker 1: Five percent margins to ninety percent margins. It's insane.
- 53:58Speaker 4: Yeah, and then that you know, for cars that are
- 54:04Speaker 4: owned by customers, they would obviously revenue share with the customers,
- 54:09Speaker 4: and so the owners of the cars I think, I
- 54:14Speaker 4: think would earn quite a bit more than the least
- 54:19Speaker 4: cost or financing costs of the car when it's the
- 54:22Speaker 4: autonomous mode. So yeah, just it just but if you
- 54:27Speaker 4: just think of asset utilization efficiency and you go from
- 54:32Speaker 4: ten hours a week of a car to fifty or
- 54:35Speaker 4: one hundred hours a week and it's the same car,
- 54:40Speaker 4: that's just it's the biggest explosion in value maybe ever.
- 54:49Speaker 2: So I had a quick follow up, but again, let
- 54:53Speaker 2: us know where we can do a time check. But uh,
- 54:56Speaker 2: you kind of were just talking about just content and
- 54:59Speaker 2: like one question I actually had it was a follow
- 55:01Speaker 2: up kind of a little bit to what you were
- 55:02Speaker 2: mentioning in some off topic.
- 55:04Speaker 3: But do you see it?
- 55:06Speaker 2: Do you foresee a rise in mechanisms to determine the
- 55:10Speaker 2: authenticity of content and the.
- 55:12Speaker 3: Validity of what is being said?
- 55:15Speaker 2: Like I think that's in this future, right, I mean
- 55:18Speaker 2: it's I see half the time I feel like I
- 55:20Speaker 2: turn up YouTube and you know they're taking some your
- 55:23Speaker 2: interview from you, and then you're randomly mentioned bitcoin and
- 55:26Speaker 2: oh man, or I've seen interviews from us, like people
- 55:30Speaker 2: are messaging us from our interview back in May of
- 55:32Speaker 2: twenty twenty two, and they're live streaming it like it's
- 55:35Speaker 2: happening live, Like wow, I you know, look different two
- 55:38Speaker 2: years ago with long hair.
- 55:39Speaker 3: It's like, but it's you talking and you're.
- 55:41Speaker 2: Randomly you know, the bitcoin lot, you know, real is
- 55:44Speaker 2: going on the bottom.
- 55:45Speaker 3: So what are your thoughts on that?
- 55:49Speaker 4: Yeah, I mean I'm really I'm not going to be
- 55:51Speaker 4: promoting crypto, so if you know, at most in a
- 55:56Speaker 4: joking way, but I'm if you see me pumping crypto,
- 56:01Speaker 4: it's not me, you know. So I mean, I do
- 56:07Speaker 4: think there's a merit in you bitcoin and maybe some
- 56:09Speaker 4: of the other crypto and I sort of have a
- 56:12Speaker 4: soft spot for doche coin because I just like.
- 56:15Speaker 1: Dogs and memes. But yeah, I don't know.
- 56:20Speaker 4: On the on the x platform, there's pretty quickly things
- 56:24Speaker 4: get community noted or there's in the replies people say, hey,
- 56:27Speaker 4: this is not not real. So I think, you know,
- 56:31Speaker 4: I think, I don't know. We can work to try
- 56:32Speaker 4: to have community notes surface faster and also too if
- 56:38Speaker 4: similar videos are are popping up that the community note
- 56:43Speaker 4: gets appended to any kind of similar video, So but
- 56:48Speaker 4: I think it's definitely always it. Won't you be cautious
- 56:52Speaker 4: about seeing any if If you see see a sales
- 56:55Speaker 4: pitch for Crypto, I would double check whether that is real.
- 57:02Speaker 5: All right, Elon, we want to wrap up with the
- 57:05Speaker 5: final question for you, which is what are you most
- 57:08Speaker 5: excited about regarding Tesla and SpaceX.
- 57:15Speaker 4: Well, I think I'm basically described it already, but the
- 57:19Speaker 4: keif for SpaceX is to achieve full and rapid reusability
- 57:23Speaker 4: of the Starship rocket. This is really the holy grail
- 57:26Speaker 4: of space technology. No one has ever made a fully
- 57:32Speaker 4: reusable orbital rocket, so Starship is the first design that
- 57:38Speaker 4: is even capable of that that. This is an absolutely
- 57:43Speaker 4: profound thing because a fully reusable, rapidly reusable rocket is
- 57:50Speaker 4: the difference between humanity being a single planet civilization and
- 57:55Speaker 4: a multiplanet civilization.
- 57:56Speaker 1: So that's that's.
- 57:57Speaker 4: Gigantic and I think we might get there next year,
- 58:02Speaker 4: so that's that's a big deal. And then Fortla. Yeah,
- 58:07Speaker 4: I mean, I want to count the chickens until they're hashed,
- 58:09Speaker 4: and these are tough chickens.
- 58:10Speaker 3: But but I.
- 58:14Speaker 4: Think it's I think it's going to happen next year.
- 58:16Speaker 4: And then the a general solution to self driving that
- 58:24Speaker 4: that is also an incredibly profound thing. And that's uh,
- 58:29Speaker 4: you know on supervised full self driving, this is that
- 58:32Speaker 4: that looks like it's if it doesn't happen later this year,
- 58:35Speaker 4: it seems extremely likely to happen next year. If you
- 58:38Speaker 4: just plot the points in the cove of miles between interventions,
- 58:42Speaker 4: that number is improving dramatically. So those are really the
- 58:47Speaker 4: two whopper things. And then, as I mentioned, Fortesla also optimists.
- 58:53Speaker 4: The optimist numbers are like they're really just they're like
- 58:56Speaker 4: so mind blowing that you're like, is this is this real?
- 59:00Speaker 4: But because I actually think the market for human or
- 59:03Speaker 4: robots is in excess of ten billion units, like more
- 59:08Speaker 4: more than the number of humans, because people will each
- 59:11Speaker 4: want one, and then there'll be others that are involved
- 59:13Speaker 4: in industry and stuff. So you know, if they do sell,
- 59:20Speaker 4: even if Bolling for twenty thousand dollars, that's that's twenty trillion.
- 59:26Speaker 1: So it's like, I mean, this is Banana's.
- 59:29Speaker 4: Numbers, you know, sah I should say say, anyway, it's
- 59:33Speaker 4: just insane numbers.
- 59:36Speaker 1: So we should hold onto their stock. That's just a quick.
- 59:41Speaker 4: Yeah, ayay, it's it's just it's just it's just really
- 59:43Speaker 4: really nuts, I should say, yet, two hundred trillion.
- 59:48Speaker 1: Dollars. This is just a insane, insane number.
- 59:55Speaker 4: Yeah, twenty twenty thousand dollars times ten billion, so twenty trillion,
- 1:00:00Speaker 4: two hundred trillion. But it's it's like Banana's numbers. So
- 1:00:05Speaker 4: that's why I like, I wonder what does money even
- 1:00:07Speaker 4: mean at that point?
- 1:00:07Speaker 1: You know?
- 1:00:09Speaker 4: So these things are, like I said, they're they're so
- 1:00:12Speaker 4: profound that they will be recognized you assuming we do them.
- 1:00:17Speaker 4: You have to actually do them. They will be recognized
- 1:00:21Speaker 4: one hundred years from now, maybe a thousand years from now,
- 1:00:23Speaker 4: as as fundamental milestones in civilization. That's that's the level
- 1:00:30Speaker 4: of significance we're talking about here. So it should be
- 1:00:35Speaker 4: held a couple of years. And thanks for your support, guys,
- 1:00:37Speaker 4: really super appreciated.
- 1:00:40Speaker 2: If we can, we would love to just get a
- 1:00:42Speaker 2: virtual slash in person. Oh well, I think you literally
- 1:00:46Speaker 2: have a standing ovation happening right now,