Elon Musk’s SECRET AI Plan - How Tesla Investors Will Benefit (Ep. 732)

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What is Elon Musk trying to accomplish with his X.ai startup? Does it stand a chance against OpenAI, Microsoft, Google and DeepMind?
Why not just do it within Tesla? Why does it need to be separate?
And will Tesla shareholders benefit from Elon’s master AI plan?
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💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.
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#Tesla #TSLA #Stocks

Опубликовано:

4 июн 2023

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Комментарии : 190

@jindatidicaprio6615 Год назад

I asked for a commentary on that from you on Twitter just a few minutes ago and got an instant response. Thanks and happy travels

@FarmtheSunUSA Год назад

Thank you for taking the time out from your travels to talk to us.

@michaelbone6894 Год назад

Also, if he built the AGI within Tesla, or any other public company, he would be obligated to maximize return for shareholders which will likely conflict with managing AI existential threat.

@philipbrooks1794 Год назад

Again creative and informed thinking producing a very insightful and astute thesis. Thanks Dave.

@b.sharp. 5 месяцев назад

2:55 this is like prophecy

@johnjay2717 Год назад

I have a feeling that Tesla share price is about to start moving up in the like Nvidia. I can see it happen sooner than later. GLTA.

@thelevelupcommunity Год назад

Hahhaha same and when it does it’s gonna gooo!! You’ll see some shocked faces with how it goes

@rubikscube6722 Год назад

Totally agree - I think it will moon very soon, very fast

@Joe44944 Год назад

I was under h2O for awhile I'm glad it's no longer the case heck I'm sure lots of folks were in it a lot deeper than me. Hope it's going to get higher as confirmation that this is a real solid tech company not just a car company as the naysayers keep telling it.

@samonaro65 Год назад

You've been right ❤

@maxs351 2 месяца назад

It’s at 140 now😂

@nightmare-9467 Год назад

Dave's more recent videos (such as this one) are starting to convince me that he's speaking to us from the future. Gone are the days where Dave churns out Tesla-specific videos, one after another, because the things that he has been saying since way back when are now materialising before our very eyes. All of this talk about AGI, LLMs and the like - while seemingly far-out and stretch-worthy to some of us now, may very well be the truth that we live in in 5 - 10 years time (

@pedroteixeira4369 Год назад

Dave seems to clearly only talk when he has something to say that he believes in. And whatever he believes in, seems to have been a consequence of serious brain work.

@KatarinaGirl 11 месяцев назад

Dave really thinks things out and he likes to connect the dots as well. I always watch his videos a few times, because I want to absorb that deep thinking. You can tell what a sincere, good, and highly intelligent person he is. Elon is the same way. Without these TRUTH people it would feel like things are going wrong in the world. Holding fast to their genius is like a salvation. Only appreciation for these bright souls!

@MrEd2291 Год назад

You are doing an excellent job of getting the info I want out in a quick format while traveling! I do not think I am missing anything by you not staying in one place in a studio.

@tbullock3357 Год назад

Sounds very logical. Thanks for sharing.

@LJ-jq8og Год назад

AWESOME DAVE 💪❤

@johnstephens6052 Год назад

Thank you, Dave!

@fpark101 Год назад

Thanks Dave! I look forward to your videos. Keep them coming please.

@audibledarkness Год назад

Exciting times for all. Thanks Dave.

@markmarco2880 Год назад

Lee is back with another monumentally important report. “AI to someday govern the whole Tesla driving experience,” with freedom from Google.

@jook360 Год назад

Love David Lee's analysis and thinking.

@SteeledJester Год назад

I agree Dave! Makes total sense to me! 😉

@mikefendel Год назад

Dave's CGI (Current General Inteligence) is growing at exponetial rates. I have always enjoyed his videos and now his insights, built on his experience and knowledge, have begun to grow into thought provocing concepts. Keep it coming Dave and becareful on your travels!

@kelleycaptain73 Год назад

Thanks for sharing Dave!

@Steven-996 Год назад

If Elon does his own LLM's, he can put them in optimus so they can converse with us easily and help us around the house and factory

@ovi9610 Год назад

Your thinking and unique added value to your videos is amazing. X AI sounds big player.

@Do.Not.Believe.The.Narrative Год назад

Dave, your forensic extrapolation of just one sentence uttered by Elon is at very least, in my estimation, brilliant!

@thomash864 Год назад

It was more than just a sentence or utterance..when you have watched enough interviews you also can see something more is being revealed by Elon in that moment

@sherpa972 Год назад

Thanks Dave, traveling is good for the soul and opens one’s mind. (Bonus is the food) Enjoy!!!

@rdyer8764 Год назад

Great informed speculation! Thanks!

@michaelplotkin7383 Год назад

Another great video, thanks.

@doug3691 Год назад

Thanks Dave, that seems to be some solid insight. Have fun out east.

@hyungtaepark318 Год назад

Great perspectives

@walterdolen7169 Год назад

I think you nailed it on why Elon wants to separate his AI from Tesla.

@gtyang81 Год назад

Your guess makes so much sense. Thanks for sharing

@samuelr7096 Год назад

Interesting supposition. Thanks for the insight👍

@kimparrot5202 Год назад

@Dave, makes perfect sense. Maybe a similar deal to Microsoft/OpenAI, once dojo is operational (or even before). Don't you also think the 2nd piece of the pussle is a similar deal with twitter but for the data?

@user-ll3ll9zu4r Год назад

good Job Dave as usual

@JoelSapp Год назад

Dave. Love this topic. Dojo as it is now can’t split work to multiple users with proper security. It’s also not needed by Tesla. X could build software to make it a proper cloud offering. Purchasing Dojo hardware would also cover some of Tesla’s development costs and making it cheaper for the company to eat its own dog food. Putting it on the cloud will make it self sustaining. Dojo may need to work better with tools used by AI professionals and not just Tesla’s use case. X could do this. Maybe working to make the hardware of Dojo an AI type ARM. ARM-ML so to speak. Finally, the a product offering blend between real world AI and virtual Ai with LLMs with AI agents, and long term memory models is needed but probably not for Tesla. Twitter could also offer some helpful use cases to add AI based community notes and features to deboost conversations against policy. Twitter could offer real world examples (access) while gaining shares in the company Twitter, Tesla and potentially Neuralink and SpaceX might be consumers of the Cloud dojo offering while also contributing

@brentftaylor Год назад

Makes sense Dave

@FlightDeckGA Год назад

Hi Dave, thanks for all of the wisdom and knowledge you provide! I've been watching your YT for years now and its been super beneficial. Just wanted to suggest a YT video that your viewers might find interesting: a comparison between the broad US Market vs the NASDAQ. Again, thanks for everything!

@Charles-in5xg Год назад

Dave, I hope you continue these AI videos. I personally enjoy getting your perspective on this topic and the research you uncover. Thanks as always!

@jonathansvensson3716 Год назад

Where is the original video? No link?

@rodneysmith1750 Год назад

Brilliant! Dave, I've always enjoyed your videos and this is no exception, keep sharing your stream of consciousnesses.

@InfoSeekerOO7 Год назад

Great thoughts, love it! I hope it happens!

@Megapreis Год назад

If something goes wrong with x ai it does not directly fall back to tesla and does not affect tesla brand, reputation and financials directly.

@quinto190 Год назад

Good one, I think it can happen like that.

@michaelc0419 Год назад

Always great to get your thoughts Dave

@GASHPAN Год назад

Strategically, this sounds about as close as one could guess.

@Sandra-ki2kq Год назад

Dave did you have the chance to meet with any TSLA shareholders in S Korea? It would be interesting to hear any thoughts since they have a big Tesla community

@trophy666 Год назад

Hi Dave another great video, off topic what software to you use for you interviews? I'm thinking of doing foodie interviews on RU-vid alongside my website and looking for a simple solution. Thanks in advance

@alexchobanov Год назад

Dave will you be going over Bulgaria?

@svenmagnusflubiproducties Год назад

Coming to Europe? I will be happy to show you around in Belgium.

@ElonMusk5238 10 месяцев назад

Thanks for your love care and support, it's my pleasure talking to you here. Where are you from??

@johnwest5181 Год назад

Dave,,, Do not forget that Twitter has accesses to a great repository of data necessary for machine language learning.

@simonmanning1844 Год назад

Sounds about right!

@princebuttar2577 Год назад

Tesla is the real AI play in the market

@DavidGrothsculpture Год назад

Brilliant…even if this scenario isn’t the actual outcome.

@FieldTactics Год назад

I think the main reason is is giving the Tesla bot conversation and analytical features. Corporations who buy the bots, could just tell them what to do, instead of show them. Also, in the future bots will get more and more human-like, so conversational comprehension is part of that, which will humanize the bots

@JakeSpradlin2 Год назад

Love Dave! Overall, I believe Tesla will benefit from this greatly. They also are already so advanced in AI

@theway9404 Год назад

😂

@leononymous2562 Год назад

Dave, I would like to hear your thoughts about the „who follows after Elon“ question but more importantly how he should organize his companies and shares for after he passes away or something happens to him. In a recent interview he said he is thinking about how to do that, has some ideas which are partly in place, but is open to suggestions. That would be super interesting. And might be very momentous for the future.

@robertclarke7411 Год назад

@lawrencelee2611 Год назад

Hi Dave, would you consider a trip to Shanghsi? Or I could come to Korea to meet you.

@AchillesWrath1 Год назад

It's also probably better to have separate teams working on AI and Tesla because the teams can focus on their own tasks independently and not be stretched too thin. You can essentially hire twice as many people to be working simultaneously. Then Tesla can borrow technology from the AI company.

@faramarzmokri9136 Год назад

Elon needs to buy more shares of tesla to reach 30% of the total shares to secure his plans for the future to pan out. I think he will make his move after SaceX or tweeter goes public.

@treva31 Год назад

Sounds good!

@tarkajedi3331 Год назад

An excellent video !!!!!!!!!!!!!!!

@LioBilly Год назад

If you go to Turkey. I’d highly recommend Kas (on the southwest coast between Antalya and Fetiye). Very beautiful, safe, and family friendly little riviera town. I stayed for 2 months and enjoyed working from Linckia Coffee every day. Catch epic sunsets at the amphitheater.

@brianlacombe6847 Год назад

Dave, just like your wife tells you, you are brilliant.!!

@Fatum0722 Год назад

Well, it really looks you nailed it 🎉👍🏻 i was thinking same, about teslabot being clever. I don’t think Elon will give access to full controls to Microsoft or Google AI’s, and this part from interview is answering this question.

@SuzanneBryan Год назад

Thanks Dave, we have been missing you. Enjoy your family adventures.

@noisypl Год назад

I miss your long videos and deep dives into things. Any plan to make a comeback with them?

@stevemyers2092 Год назад

your assumptions sound logical - this would benefit Tesla, Optimus and "us" as a tuned in (very large) group of people. Alternatives to GroupThink are always welcome.

@francoischarbonneau1592 Год назад

The race is, Elon needs to create this before Microsoft has a version, if I remember correctly Elon knowing the dangers wanted to give this freely to the world so everyone has an input in what does into AI.

@pse2020 Год назад

Way to go dave now its not a secret 🤣

@Delli88Burn1 Год назад

A bit of a beginner question here. Is there a difference between LLM and real world AI and the auto labelling done by tesla vision? From what I understand its just the training and data that branches of LLM into the various use case scenarios. Appreciate anyone's feedback in advance

@FrunkensteinVonZipperneck Год назад

Tesla uses AI with a target- autonomous driving. Others have created AI software that has no defined purpose- letting the user plan how? and where? to apply it. Goals could be good or … The “generative” construct was framed in 1968 as having “good” results for humanity. But we all know what Trumps humans can be…

@Martinit0 Год назад

Yes, a big one: as the L in LLM implies they work on language, i.e. text. Tesla AI is working on images or video streams and labeling here means giving the AI semantics about features seen in images or video (categorizing features). LLMs don't use labelling - they just make up their own internal representations ("embeddings") and work purely on those. Obviously, the training data must be different, too: LLMs are trained on text whereas Tesla's FSD AI is trained on video.

@TheSpartan3669 Год назад

Real world AI or General AI is basically a system that can effectively, reason, plan, or learn. Basically it can do any intellectual task a human could. Artificial Neural Networks like ChatGPT and FSD are limited to pattern recognition.

@BrockNanson Год назад

"I could be completely wrong"... No, I don't think so. This is logical in the sense that it addresses Elon's typically concerns for ensuring the survival of humanity. Time will tell, but I suspect you've nailed it.

@888netg Год назад

Tesla fsd is an ai for moving through the real world x ai is for communicating with the Tesla ai

@jrundgreibrokk5693 Год назад

You and your family are welcome to visit us (my family) in Alta in Northern Norway 70 degrees North. In the arctic kingdom of the midnight sun. Kind regards from Jørund Greibrokk.

@noushinkananian5033 Год назад

Congratulations

@audience2 Год назад

The Tesla board have a fiduciary duty to ensure that the companies AI expertise is not given away to another entity. Shareholders must benefit from the investments made into it.

@patriciazoerner Год назад

I absolutely agree with you on this and would join a shareholder lawsuit if it appeared the CEO was shifting the Tesla developed AI profits out of Tesla without benefiting Tesla's shareholders.

@beautytruth8181 Год назад

Agree, I won't be happy if Elon's do good over profits bias results in giving away significant portion of the benefits of my long term investment in Tesla. I went long when others were turning way from Tesla, and I've been patiently waiting for some decent returns.....

@dphuntsman Год назад

⁠@@beautytruth8181 problem is, unlike with Tesla & SpaceX, we really don’t know if Elon is trying to “do good” here; concerned this may be the Bad Elon at work- the Fox-watching, right-wing, anti-factual guy who has no problem circulating literal lies, attacking those in the reality based world, and promoting all that “Truth” with his platforms. The Good Elon of Tesla/SpaceX doing this would likely be a good thing; I’m concerned, however, that’s not who’s doing it.

@kennyg1358 Год назад

@@dphuntsman good lord

@dphuntsman Год назад

@@kennyg1358 Care to elaborate? I’m a long-time observer/fan et al of Elon on the SpaceX side; been to SpaceX HQ a couple of times, worked commercial space, commercial crew, yada yada. The thing I’m zinging off of here, tho, is that Elon says a core reason he’s doing the new AI thing is for ‘truth’- and he’s only used THAT word in the last three years since he started watching Fox daily in early 2020, and been spouting right-wing, anti-factual stuff ever since. (That’s the thing about the ‘Bad Elon’ who bought/runs Twitter: unlike the Good Elon of SpaceX/Tesla, he’s not fact/data-based; in fact I tell folks, based on my knowledge these past years of SpaceX, that SpaceX Elon would fire the anti-fact, anti-data, Bad Elon of Twitter in a hardbeat as a non-reality based employee who could never make a rocket fly, or build an electric car). So….my question is valid, and still stands; since, in us humans, cognitive dissonance really can be a thing. WHICH ELON IS SETTING UP THE NEW AI SHOP?

@salusa_secundus Год назад

I thought he’s already deep in AI with Dojo and FSD. It’s sounds like FSD and Dojo are far from completion.

@alphabeta8403 Год назад

Accumulating TSLA under $300, looking back a year from now, will be deemed intelligent.

@myronmancan Год назад

holy shit. An entire fleet of vehicles everywhere chewing through ai vision and all that stuff.

@HansCNelson Год назад

Love this line of thinking, Dave!

@metamental Год назад

Dave, were you expecting a dojo update by now? I sure was 😔

@chipsun2504 Год назад

Man would love to travel with dave and just pick his brain

@unclegood Год назад

Elon Musk : wtf Dave, stop speaking my mind!

@VPPB Год назад

Hello Dave, I have been following you since the beginning here. Let me know if you come to Denmark on your European tour? I have my own AI company, I’m a futurist, have invested every spare cent in Tesla since a long time ago. I think we could have some interesting conversations 😊. Best, Benjamin

@maikalias1502 Год назад

pre-IPO invest possible?

@darylfortney8081 Год назад

Little crazy he is rallying against OpenAI which he helped start and which is currently development directed by Andrej Karpathy

@petropzqi Год назад

Let me know if you ever come to Sweden,Dave my door is always open for you and your family.

@taforth Год назад

I guess you could say it’s obvious that Tesla will need an LLM, for Optimus, as its primary function will be to interact with humans. And as you said, I can’t see Elon endorsing someone else’s LMM layered into Optimus.

@verynice5574 Год назад

I think this is a pretty good take. The details will probably differ a bit but I think this is likely the general shape of it. Elon stumbled a bit with his Twitter and Open AI plays and this seems like a good way to correct that and maybe salvage his AI and Twitter plays.

@kpectbi Год назад

Is Dojo still has the edge over Nvidia last gen GPUs? Or is there Dojo 2.0?

@FrunkensteinVonZipperneck Год назад

Dojo is the hardware that enables AI…

@kpectbi Год назад

@@FrunkensteinVonZipperneck can you please elaborate? How it is different from nvidia GPUs except of processing power in the end? From my understanding it is compatible with the CUDA sdk.

@davidupdegraff5234 Год назад

I had to burst out laughing on hearing that the current owner of Twitter wants a "truth AI". Omg..

@oscarmike4596 Год назад

Truly hope this is accurate

@davidecarnevale2181 Год назад

Impressed by you ability to listen when someone (Elon) talks and identify the hidden/deeper message being expressed by that person. You then articulate what you believe that message is and follow up with a real world plausible/sensible solution to explain your theory in detail all while avoiding noise/nonsense and drama. Thanks for sharing your thoughts and ideas!!

@ruster65 Год назад

Looks like in 5 years there will be at least a dozen chatGPTs. Once the GPT becomes a commodity, the only thing that matters will be the data.

@bonbooty6611 Год назад

Dave , I think you nailed it, great analysis. Don’t bet against Elon !

@rhoelg Год назад

to da moon!

@umsergio Год назад

Hi Dave, i would be very interested to know more about your travel, your perspective, your ideas...( 4sure i am not the only One ) What about a new channel ? "Dave on the road" / "Dave's world " 😊 Hoppefully when on Europe you visit Portugal. Safe travel Dave 😉

@krimdelko Год назад

Tesla will develop large video models. LVMs

@rkanagala Год назад

Dave, while i agree with most of your views, this is pure speculation on how TSLA investors can benefit. This is like saying TSLA investors can benefit from Twitter sale..

@markoverton5858 Год назад

Hello Dave another highly thoughtful vlog , I have fears that AGI will not have the ability of empathy, to have a brilliant mind and no empathy is a recipe for a cold hearted killer, so with that said put that ability into any system that has control over our future is more than dangerous, for eg when such a system comes on line and evaluate the human race with its pure logic it’s going to be very puzzled why faith and religious acts, the real problem will come with Islam , it will consider these all a negative against its logic, there will be a huge problem for any software to solve on a logical basis, as you say Elon is pushing forward with his efforts to bring some human control over the AGI ability , question can logic and empathy fit together,

@thomash864 Год назад

Soooooo...os Optimus intended to help bud cars and batteries better or to help fight for humanity against elimination by the singularity??? ...Asking for a friend 😬

@dhui777 Год назад

There is so much wishful thinking and speculation.

@skinnymoonbob Год назад

Where is Apple?

@lystfiskerlars Год назад

It seems clear that this would not be in Tesla's best interest. In house would be better for Tesla. (clearly it is in Elon's interest, but they have a divide)

@slmdaddy1 Год назад

Dave you're on the money! Elon has said in the past that Twitter would benefit Tesla and this is how sounds like the way. X app in the car will Have AI and probably be able to get make purchase from within the app too movies, video gaming food orders you name it. Having a voice assistant that would be incredible feature. I use Alexa a lot at home and AI would be much more powerful to answer my questions while driving.