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Elon's New Chip Could Actually Dethrone Nvidia (Tesla AI5) · In the Loop AI

0:03
Ejaaz: Elon is playing Game of Thrones yet again, this time releasing a new AI chip
0:08
Ejaaz: that is going to power his RoboTaxi, his new Tesla Optimus Primes,
0:12
Ejaaz: and all of his devices and cars that he launches right now.
0:15
Ejaaz: And the reason why this is so important is this is going to contend directly with Nvidia.
0:21
Ejaaz: He's coming for Jensen Huang's throat.
0:23
Ejaaz: But in other news, he also released this new product called the Megablock,
0:27
Ejaaz: which consists of Megapacks, which can power everything from homes to massive towns.
0:34
Ejaaz: But the reason why this is so important is it's gonna unlock 50% of the energy
0:39
Ejaaz: and power that the US and the world currently does not have access to.
0:43
Ejaaz: And that is so, so important.
0:45
Ejaaz: But starting off with these new AI chips called Tesla's AI-5 chip,
0:51
Ejaaz: which is supposedly meant to be 40 times better than their current AI-4 chips.
0:55
Ejaaz: But don't take my word for it.
0:57
Ejaaz: Take it from the man himself. And we're finalizing the design of AI5,
1:02
Ejaaz: which will be an immense jump from AI4.
1:06
Ejaaz: By some metrics, the improvement in AI5 will be 40 times better than AI4.
1:13
Ejaaz: Wow. So 40%, 40 times.
1:18
Ejaaz: And this is because we work so closely at a very fine-grained level on the AI
1:24
Ejaaz: software and the AI hardware.
1:26
Ejaaz: Work josh i know that you watched the entire presentation for the ai5 chips
1:30
Ejaaz: and for the transformer stuff i want to hear your take before we go any further.
1:34
Josh: Uh yeah we'll start one thing at a time we'll do the ai chips
1:37
Josh: first because those are freaking awesome so ai chips
1:40
Josh: have been big a big part of tesla since the beginning of the
1:43
Josh: company when you require autopilot in cars it means you
1:46
Josh: need a lot of processing a lot of inference power on these chips to
1:49
Josh: run locally on the vehicles ai5 is the natural extension of
1:52
Josh: what they've been working on so if you've owned a tesla you're familiar with
1:55
Josh: the tesla they started with ai1 they went up to 2.5 3
1:58
Josh: 3.5 now we're at four which is currently shipping on
2:01
Josh: all vehicles hardware five is a slight change
2:04
Josh: in the strategy because previously tesla had these two domains
2:07
Josh: of experts in the world of ai and chip fabrication they
2:10
Josh: had their dojo team which was building this like commercial
2:14
Josh: infrastructure arm and then they had the ai chip
2:17
Josh: infrastructure team that was building the chips that actually went in the vehicles what they
2:20
Josh: did recently is they merged the two together into a single
2:23
Josh: ai fabrication team and they are working solely on
2:26
Josh: ai5 and ai6 now what makes ai5 so special well aside from it being much faster
2:32
Josh: than ai4 which is currently running on vehicles like elon just described ai5
2:36
Josh: also does this interesting thing where they're starting to actually use it for
2:40
Josh: real-time inference in data centers as well so an interesting thing that happens with
2:45
Josh: AI5 that I don't think a lot of people are going to recognize,
2:48
Josh: and I want to kind of draw a tie to Apple, is that they now own the vertical
2:53
Josh: integration of this hardware chip.
2:54
Josh: So, Ejaz, if you remember previously, Apple used to use Intel chips for their MacBooks.
2:59
Josh: When you had a MacBook Pro, you used an Intel chip. And it worked really well
3:02
Josh: until Apple rolled out the M-series chips.
3:05
Josh: And when they put those chips in
3:06
Josh: a MacBook, suddenly I no longer needed my 65-pound PC to render a video.
3:11
Josh: All I needed was my tiny little macbook and my battery life
3:14
Josh: doubled the processing power quadrupled everything about
3:17
Josh: the device got so much better because it was vertically integrated into
3:20
Josh: the system they own the entire stack from the hardware to software and everything
3:23
Josh: in between this is tesla's attempt at the m1 chip but
3:27
Josh: for robotics so tesla currently has two arms of
3:30
Josh: real compute real world compute and that's
3:32
Josh: their autonomy in the cars and autonomy in the robots ai5 and
3:36
Josh: shortly soon after ai6 will be the actual chip that runs in
3:39
Josh: both of those things it's a universal chip that exists to
3:42
Josh: run local inference on any sort of autonomous hardware device and it's going
3:46
Josh: to be really freaking fast really impressive and it'll it'll be small enough
3:50
Josh: that it could fit into all of these smaller devices so i think that's why this
3:53
Josh: is a big deal is this is very much apple's m-series chip moment uh but for tesla
3:58
Josh: which i think is really cool and super super exciting yeah
4:01
Ejaaz: Um i was reading up on uh a few of like the important stats about this new chip
4:05
Ejaaz: and I read that it can basically service up to 250 billion parameter models,
4:11
Ejaaz: which isn't the largest models we've ever quoted on this show, Josh.
4:15
Ejaaz: We've been talking about like trillion parameter models coming from like the
4:18
Ejaaz: likes of, I don't know, Kimi K2 out of China and stuff like that.
4:20
Ejaaz: But I think the important part here is the efficiency that comes from this chips.
4:25
Ejaaz: I believe this is like the cheapest silicon per power watt chip that would exist
4:30
Ejaaz: theoretically once they start mass producing it.
4:33
Ejaaz: I think it's slated for 2026 out of TSMC, which is close to another big AI hardware giant, Josh, right?
4:42
Ejaaz: And that is NVIDIA. And it got me thinking about NVIDIA as a whole,
4:48
Ejaaz: which basically has had the linchpin on any
4:51
Ejaaz: kind of AI GPU or chip that
4:54
Ejaaz: is needed from some of the biggest players right open ai anthropic
4:57
Ejaaz: um google they all use um and
5:00
Ejaaz: rely on nvidia this tiny company which is producing all these
5:03
Ejaaz: kinds of things not tiny company but is manufacturing all these
5:06
Ejaaz: kinds of things on a tiny island called taiwan uh
5:09
Ejaaz: via tsmc and so there's never really been
5:12
Ejaaz: some kind of major competitor there have been a few
5:15
Ejaaz: attempts at this out of china because they haven't had access to
5:18
Ejaaz: nvidia stuff um but they've never really gotten
5:21
Ejaaz: anywhere and now we're seeing a real challenger to the throne which hasn't materialized
5:26
Ejaaz: just yet but has plans to do that and i was checking out this video um which
5:31
Ejaaz: uh really kind of like summarizes what elon is trying to pull off here and maybe
5:34
Ejaaz: we can play it super quickly what constellation of all these little components fits.
5:41
Ejaaz: And then he figures out, oh, this Optimus Teams is this, and RoboTex is this, and this, and this.
5:45
Ejaaz: Oh, we actually don't need this NVIDIA thing. We can build this into one chip,
5:49
Ejaaz: and then it matches the Samsung constellation, and then we tweak it a little bit more.
5:53
Josh: Boom.
5:53
Ejaaz: And that's what I mean with reality engineering. So what he's referencing here
5:58
Ejaaz: is the current setup for Tesla and all the devices and machines that they build,
6:03
Ejaaz: is it all requires different chips with slightly different architectures, right?
6:08
Ejaaz: And as you mentioned earlier, Josh, since kind of like August,
6:12
Ejaaz: at least that's been public knowledge, he being Elon has started merging all
6:16
Ejaaz: of his teams that are building these different kind of chip architectures into
6:19
Ejaaz: one team to focus on creating one mega chip.
6:23
Ejaaz: And call me a low IQ person, but the thing that immediately pops into my head
6:27
Ejaaz: is the Iron Man kind of like sparkling glass that's in the center of his chest.
6:32
Ejaaz: And I'm thinking of this all powerful core that basically can power anything
6:36
Ejaaz: from his robotaxis to his Optimus Prime robots, which are being teased and stuff
6:40
Ejaaz: like that. And I think that that is super powerful.
6:43
Ejaaz: Building that in-house is going to be a huge investment and probably a very
6:48
Ejaaz: risky endeavor, but probably there's no one better for the job than Elon.
6:52
Ejaaz: I mean, Josh, do you think similarly or am I kind of like being too much in
6:56
Ejaaz: my fantasy brain right now?
6:57
Josh: No, no, that's right. That's right. They're going to do it. They're going to
6:59
Josh: do it. It's going to be remarkable. AI5 is going to be
7:02
Josh: pretty great um in terms of raw compute about eight
7:05
Josh: times more powerful than ai4 ai6 i believe
7:08
Josh: is um what has been teased as being the real game changer
7:11
Josh: that's where we're really going to see the world start to shift that's probably
7:14
Josh: going to be the one at mass scale with optimus that's going to be the one where you
7:17
Josh: have full robotaxes all around the world i do think
7:20
Josh: that i might disagree in one point in the sense that i don't
7:23
Josh: know if it's an nvidia killer or if it's going to take any sort of market
7:26
Josh: share from nvidia outside of just the sales that tesla gives
7:29
Josh: to nvidia because if you're if you're a company all you really
7:32
Josh: want is gpus and all you really want is compute
7:35
Josh: and intelligence so if tesla's able to create an
7:38
Josh: infinite amount or if they're able to scale this vertically and create
7:41
Josh: more than they're able to buy from nvidia they'll probably just
7:44
Josh: keep them for themselves so maybe nvidia loses the purchase order from
7:47
Josh: tesla but i don't see any reason for tesla to actually sell them to anybody
7:50
Josh: else because it's such a benefit to have that much compute power under one roof
7:54
Josh: and for it to be maximally efficient so not only are they going to have a ton
7:57
Josh: more chips but the chips are going to be a lot more energy efficient power if
8:00
Josh: like all of the the things will just be much much better so
8:04
Ejaaz: So i see your point of view i think why i
8:07
Ejaaz: would argue against that is elon seems to
8:10
Ejaaz: exhibit a behavior where if something isn't built to his kind of perfect specification
8:17
Ejaaz: he gets super annoyed and just builds it in-house right if he can't like outsource
8:21
Ejaaz: that in any way we saw that last week when we covered uh starlink's acquisition
8:25
Ejaaz: of a company which basically gives them access to crazy spectrum broadband,
8:29
Ejaaz: which will now allow all his satellites,
8:32
Ejaaz: which he's eventually gonna be releasing in space,
8:35
Ejaaz: to beam down lasers to our cell phones and get access to premium 5G and internet
8:40
Ejaaz: access wherever the hell you are, right?
8:42
Ejaaz: If you haven't seen that episode, definitely go and check that out.
8:45
Ejaaz: So I have a feeling that he might get annoyed enough to just go whole hog and
8:49
Ejaaz: go for Nvidia's throat, but I agree, like, if there's no necessary business
8:52
Ejaaz: means, he probably won't.
8:54
Josh: Yeah. If I'm Tesla and I have infinite compute power that I can generate myself
8:58
Josh: by making it, I'm taking all of it.
9:00
Josh: I want all the chips. I'm not giving that to anybody else. That's my new competitive advantage.
9:03
Josh: And similar to Apple, like now you see it in all of their mobile,
9:07
Josh: like the new iPhone, a single threaded processor from the new iPhone is equivalent
9:11
Josh: to the M4 Max in a phone, which is just unbelievable, like efficiency and compute
9:16
Josh: power in such a small device.
9:17
Josh: So for Tesla to give that up seems unlikely, but oh my God, what a huge unlock
9:22
Josh: it's going to be when they actually make it. And this isn't even the only Tesla news this week.
9:25
Josh: I mean, you teased the Megablock, right? The new energy thing that they have going on.
9:29
Josh: Do you want to just kind of explain what's going on with this new technology?
9:32
Josh: Because this, to me, this is even more exciting than the chips. This is pretty cool.
9:35
Ejaaz: Well, Josh, I kind of want you to explain it for me. I mean,
9:38
Ejaaz: look at these images that are like staring at me in the face, right? Okay.
9:41
Ejaaz: Okay. So let me give you my left curve take, right?
9:46
Ejaaz: Cool. These look like some 1970s transformer type uh gizmos here it looks like
9:54
Ejaaz: an old school data center it looks boring as hell josh what am i what am i staring
9:58
Ejaaz: at what's a megawatt per hour and why is it important.
10:02
Josh: Yeah okay so we can maybe define a few things that
10:04
Josh: are going to be important for this segment which is a kilowatt which is shown
10:07
Josh: kw and that's the rate it's kind of like you can think
10:10
Josh: of each as like miles per hour but for power and then
10:13
Josh: we have kilowatt hours which are kwh and that's
10:16
Josh: the amount of energy which is kind of like gallons of fuel for a
10:19
Josh: car and then we have megawatts and megawatt hours which
10:21
Josh: are just a thousand times multiple on those so kilowatts megawatts kilowatt
10:25
Josh: hours megawatt hours and the easy anchors are kind of like
10:28
Josh: a phone battery has 10 watt hours which is 0.01 kilowatt
10:32
Josh: hours a battery on an electric car like a tesla
10:34
Josh: has 75 kilowatt hours and so on and so forth so the average
10:38
Josh: home uses about 855 of these kilowatt hours
10:41
Josh: per month that's about 28 and a half kilowatt hours per day about
10:44
Josh: 1.2 kilowatts of continuous draw so that's
10:47
Josh: kind of how we can frame all of this um megablock did
10:50
Josh: a really cool thing where they modularized these battery
10:53
Josh: packs so within a megablock is a megapack a megapack has a bunch of energy stored
10:59
Josh: inside and it is able to be deployed at scale to subsidize the grid so what
11:05
Josh: the megablock is is really just you just you could think of like a small nuclear
11:08
Josh: reactor almost except it doesn't actually generate its own energy it It just
11:11
Josh: distributes the energy.
11:13
Josh: And a lot of the problem with the grid that we have today is that
11:16
Josh: We're generating a lot of energy. We're just not using a lot of it.
11:19
Josh: And there's actually a chart that I want to show in one of these videos,
11:23
Josh: if you don't mind pulling it up, which shows the amount of energy that we use
11:26
Josh: relative to the amount that we produce.
11:28
Josh: So you could see, EJS, in this chart, the amount of energy that we're actually
11:32
Josh: using relative to the amount that we have, it's like 30 to 50%.
11:35
Josh: We're using such a low amount of energy.
11:38
Josh: And that's just because we don't have good efficiency in the grid.
11:41
Josh: The way it works, and what the person in this presentation is describing right
11:44
Josh: now, is you could see how it shifts up a little bit.
11:47
Josh: The grid has to accommodate for the highest point of energy consumption,
11:51
Josh: no matter where you are in the world.
11:52
Josh: So if there's a huge blip in energy demand, they need to meet that energy demand.
11:56
Josh: So there's no blackouts, which means they have to pour a lot of resources into one place.
12:00
Josh: And it's not necessarily the most efficient place. It's just the place that
12:02
Josh: has a lot of demand draw at one specific time.
12:05
Josh: What these mega packs do and what these mega blocks do is they subsidize that demand.
12:09
Josh: So I'm getting all my mega blocks and mega packs confused but
12:12
Josh: basically what it is is you can drop one
12:15
Josh: of these things into an area and it could subsidize the grid
12:17
Josh: in a way that will smooth out that bumpy line that
12:20
Josh: we just saw so one of the big things and the big problems that we
12:23
Josh: have with current ai data training centers for example is
12:26
Josh: getting the amount of energy that is required to these places is
12:29
Josh: nearly impossible it's so hard and it's not because the energy doesn't exist
12:33
Josh: it's because we don't have an efficient way to get it to the place so these
12:36
Josh: mega blocks exist as a way to store that energy and then release it onto the
12:41
Josh: grid in a way that smooths out those curves and allows you to optimize for more
12:44
Josh: energy consumption on a regular basis.
12:47
Ejaaz: That's super cool. I was thinking of other ways that I can kind of like understand
12:53
Ejaaz: the magnitude of power that's going to be kind of like fueled through one of these.
12:57
Ejaaz: And you mentioned that these mega blocks are basically going to be composed
13:00
Ejaaz: of these things called mega packs, right?
13:02
Ejaaz: And then I was like, well, okay, how powerful are of these individual mega packs.
13:06
Ejaaz: And I was looking it up and one mega pack alone is enough to power 170 average
13:13
Ejaaz: American homes for about a day.
13:16
Ejaaz: Which is insane, right? And then I was like, okay, well, what is that compared
13:20
Ejaaz: to the amount of power that's in a single Tesla car, which, you know,
13:23
Ejaaz: you own one of these, Josh? And it's 67 of them.
13:26
Ejaaz: So I'm trying to think about like how this kind of like stacks upon each other
13:31
Ejaaz: as like Elon like keeps kind of like rolling all these like energy trade-offs
13:36
Ejaaz: into one super efficient thing.
13:38
Ejaaz: And I kind of like envision a world where you can kind of create a city in the
13:42
Ejaaz: middle of a desert or somewhere where it's very resource scarce and have a fully
13:45
Ejaaz: functioning society of people out there that can just kind of like survive on
13:50
Ejaaz: their own with these Megapacks.
13:51
Ejaaz: It also gets me thinking about eventually when we end up with,
13:55
Ejaaz: you know, proficient space travel and we end up landing on different planets
13:59
Ejaaz: and stuff, we could probably be able to power all of this from some of these
14:02
Ejaaz: Megapacks, which is super, super cool in my opinion.
14:05
Josh: Yeah, and it's not to discount the fact that we still need to power these Megablocks.
14:09
Josh: So the Megablocks are just batteries. They don't actually generate any net new energy.
14:13
Josh: But in the case that you can supply energy to these
14:16
Josh: blocks well they will take care of all the rest and like you
14:18
Josh: said ejes where there's a place where there's not a lot of infrastructure available
14:21
Josh: or a lot of infrastructure gets wiped out you could just plug these into a electricity
14:25
Josh: generating source and it will take care of the rest and it's a really cool compact
14:29
Josh: thing i mean it's four megapacks they turn them into one block and then that
14:33
Josh: one block provides about 20 megawatt hours per block
14:36
Josh: It's a huge amount. And the speed at which they're able to actually deploy these,
14:40
Josh: I think, is one of the most interesting things.
14:41
Josh: Where in the presentation, they said they can get one of these deployed in 20 days.
14:45
Josh: And that means with enough of them, you can get up to a gigawatt of energy in 20 days.
14:50
Josh: And if you'll remember from our past episodes, a few of the data centers like
14:53
Josh: OpenAI's Giants data center or XAI's Colossus data center, they're actually
14:57
Josh: targeting for one gigawatt or two gigawatt of energy,
15:01
Josh: which is a huge amount that cannot be deployed very, very quickly with these megablocks.
15:05
Josh: So it's a really powerful way of not only subsidizing the grid,
15:09
Josh: but unlocking energy that we previously would not have access to.
15:12
Josh: I think a lot of the times we say, and I've been guilty of this,
15:15
Josh: like we don't have enough energy.
15:17
Josh: And the reality is we don't, but we could have a lot more if we just distribute
15:21
Josh: it properly because we are losing half of it, almost half of it to just inefficiencies
15:25
Josh: in the grid. And this will hopefully smooth that out over time.
15:28
Ejaaz: Being a show where we discuss AI a lot, particularly AI models,
15:32
Ejaaz: and we've mentioned how much energy and compute it requires to pre-train some of these models, right?
15:40
Ejaaz: I'm wondering whether there are more efficient ways that we can train models
15:43
Ejaaz: using these mega blocks or these mega packs, whichever one you want to consider.
15:48
Ejaaz: I saw someone kind of like have a good take on X the other day where he basically said,
15:54
Ejaaz: at nighttime, typically, it's harder to train some of these or pre-train some
15:58
Ejaaz: of these AI models because it's not as efficient at nighttime for many different
16:02
Ejaaz: reasons. for example, it might be cooler.
16:04
Ejaaz: And if you could supply some of these mega packs or these mega blocks and have
16:08
Ejaaz: that continually train certain models, I think we'll start to see some of these
16:13
Ejaaz: things in Colossus 2 was the point I was going to make.
16:15
Ejaaz: And I'm curious whether there is any kind of like overlap with
16:19
Ejaaz: elon's new data center that he's building out where is it now is it in texas.
16:24
Josh: I believe it's tennessee tennessee
16:26
Ejaaz: Okay cool yeah i'm curious whether he might start implementing a bunch of these
16:30
Ejaaz: different components that he's building with tesla into some of his ai driven efforts.
16:34
Josh: Yeah i'm sure they will be because if you remember i think
16:37
Josh: i forget what percentage of it was but almost all the electricity that
16:40
Josh: went into the cloxus one structure in the first factory
16:44
Josh: was from mega packs and a
16:46
Josh: mega block is just a juiced up steroid version
16:49
Josh: of that um and that's mostly because i mean in
16:52
Josh: their case the the issue was that grid power isn't always completely
16:55
Josh: smooth and when you're powering up and down a hundred thousand gpus at once
16:59
Josh: the energy swings are very large very quick and they needed a way to smooth
17:03
Josh: that out so the mega pack solved that now with a mega block it's just like that
17:07
Josh: on steroids it is a tremendous amount of energy that you can smooth out into
17:10
Josh: these data centers that doesn't mess up a single training rod and there's this crazy sat,
17:15
Josh: I mean, I mentioned they can be rolled out in 20 days, but 200 of these sites
17:19
Josh: would enable a 20% increase in total U.S.
17:22
Josh: Electricity generation without building a single new thermal generator.
17:26
Josh: It's just by better utilizing what we already have.
17:28
Josh: So if these things start to get deployed at scale, it can seriously make a huge
17:32
Josh: impact in the amount of energy that we have and the cost per kilowatt more efficient,
17:35
Josh: more importantly, that we always talk about,
17:37
Josh: without actually needing to spin up more solar farms
17:41
Josh: or gas turbines or whatever type of energy source we
17:44
Josh: need because we have it it's just a matter of just deploying
17:47
Josh: it more efficiently and that's exactly what mega pack does and that's why
17:50
Josh: it's really it's so important because if this gets rolled out
17:52
Josh: at scale we could see the cost per kilowatt drop very very
17:56
Josh: much and also they can be rolled as data centers very
17:59
Josh: very quickly so in the case that someone needs a lot of power well they don't
18:02
Josh: have to go through hell and back to get some energy there they could just roll
18:05
Josh: one of these bad boys out and and juice it all up okay so you just we kind of
18:09
Josh: talked about why this is so important but i understand that they did some pretty
18:12
Josh: amazing things in order to achieve this that you can hopefully walk us through well
18:17
Ejaaz: Okay listen i'm a massive fan of pokemon and the main reason why i was is because
18:22
Ejaaz: these pokemon cards have some of the coolest stats ever and it seems like we
18:27
Ejaaz: have it for the mega pack 3 so introducing the pokemon card version of the Megapack 3,
18:32
Ejaaz: 5 megawatts per hour of usable AC energy.
18:36
Ejaaz: Its weight is a casual 86,000 pounds.
18:40
Ejaaz: This I found super interesting. It operates between minus 40 degrees Celsius to 60 degrees Celsius.
18:47
Ejaaz: So basically, it's impervious to any temperature fluctuation.
18:50
Ejaaz: You can have it pretty much manufactured anyway. That's a humongous range.
18:55
Ejaaz: And 75% of the mass of a Megapack 3 is battery Now,
19:00
Ejaaz: having come hot off the Apple episode last week, Josh, where that stat basically
19:05
Ejaaz: rings true for the new iPhone Air that's going to be delivered to my building
19:09
Ejaaz: in about a couple of days time,
19:11
Ejaaz: I kind of see a trend developing here, which is pretty cool.
19:14
Ejaaz: A single module weighs as much as a Cybertruck.
19:18
Ejaaz: These things are much larger than I thought. I kind of thought this might be
19:21
Ejaaz: like a jet pack type thing that astronauts might wear, but maybe that's in V3.
19:28
Ejaaz: And it will partly use battery cells from Tesla's new seven gigawatt an hour
19:33
Ejaaz: LFP battery facility in Nevada coming late online in 2025.
19:38
Ejaaz: That's cool because we've spoken about this new battery facility quite a bunch
19:42
Ejaaz: of times on this show, but we've never really kind of like understood maybe
19:45
Ejaaz: the strategy of where he's feeding a bunch of these cells.
19:48
Ejaaz: This is probably one of the major outlets that will get there as well.
19:52
Ejaaz: Super cool. And I kind of understand now why Elon is buying a billion dollars
19:57
Ejaaz: worth of additional shares this morning that news broke. Pretty hilarious.
20:02
Josh: Stock price is doing pretty good as well. I think people are excited.
20:06
Josh: This is one of those cases where if any company in the world were to achieve
20:10
Josh: any of these things, it would be massive news.
20:13
Josh: And there's one company that's at the forefront doing all of these things.
20:16
Josh: I mean, the AI5 chip is an incredible feat of engineering.
20:19
Josh: It's not done yet. They're finishing the design process. But assuming they do
20:22
Josh: deliver like they always do, maybe it'll probably be late.
20:25
Josh: But assuming they do, it's going to be a remarkable piece of tech.
20:27
Josh: And it's going to run a ton of the very first humanoid robots that we see walking around.
20:30
Josh: And now they're also rolling out this energy plan to subsidize the grid that's
20:34
Josh: been faltering and hasn't been upkept correctly.
20:38
Josh: And it's amazing to see the progress of some of these innovations and not only
20:43
Josh: how quickly they're rolling it out, but how effective they are.
20:45
Josh: I mean every single one of these new product rollouts is the best
20:48
Josh: in class and i don't see that changing anytime soon so
20:51
Josh: i it's a good time to be bullish it's a good time to be bullish on tesla on
20:54
Josh: the entire ecosystem around them on the xai team who also benefits from this
20:58
Josh: i mean there's a lot of all you start to see all the vertical integration how
21:02
Josh: it all feeds into each other and they all help each other in this this really
21:05
Josh: nice ecosystem and it gets me fired up i
21:10
Josh: These things, when they work at scale, will change the world,
21:12
Josh: particularly the megablock. I mean, this is huge.
21:15
Ejaaz: For a long time, I think the idea of electricity or rather like solar-powered
21:21
Ejaaz: electricity powering everything kind of seemed like a gimmick.
21:24
Ejaaz: And the major reason for that wasn't because solar wasn't powerful enough.
21:28
Ejaaz: It's because the distribution of it sucked.
21:30
Ejaaz: And now we have a vehicle that can clearly distribute this energy way more efficiently,
21:35
Ejaaz: 50% of energy to be precise.
21:37
Ejaaz: So I'm super excited about this. And hopefully, if you will listen to this,
21:42
Ejaaz: this was educational for you and you learned something new about Elon Musk,
21:46
Ejaaz: who seems to be releasing paradigm-shifting technologies every couple of weeks now, Josh.
21:52
Ejaaz: I'm very bullish, Tesla. It is probably the stock that I own in the largest
21:57
Ejaaz: quantity outside of some of my crypto stuff. Oh, nice. Okay.
22:00
Ejaaz: Oh, yeah. Dude, how could I not be bullish? We talk about it about 50% of episodes. Oh, good.
22:05
Josh: Well, you never know who's actually on board, right?
22:07
Ejaaz: Like, I'm glad to hear this. No, I've got my skin, teeth, and bones in the game.
22:12
Ejaaz: So I'm super pumped about this and I'm excited to see where it goes.
22:16
Ejaaz: But again, if you think that there is a better topic that we could be discussing,
22:21
Ejaaz: if there's something that Elon has released or is talking about that we've missed
22:25
Ejaaz: and that you think we're not covering because our Tesla bags are consuming us
22:29
Ejaaz: and there's a competitor that needs to be described,
22:32
Ejaaz: we chat to us, our DMs are open, our comments are open.
22:35
Ejaaz: We also like hearing feedback, particularly the feedback that
22:38
Ejaaz: is spicy that disagrees with us that wants to hear different takes um josh and
22:43
Ejaaz: i uh we like to fight but mainly we agree with a lot of the stuff that we discuss
22:47
Ejaaz: we kind of discuss topics that we enjoy and if there's anything else that you
22:51
Ejaaz: would like to hear about please reach out like subscribe share with your friends
22:55
Ejaaz: and we will see you on the next one which.
22:58
Josh: Will probably be meta connect big hardware episode coming this week so don't
23:01
Josh: don't miss it it's gonna be a big one thank you guys for watching we'll see you guys in the next one
23:06
Music: Music