Inference: Why Tesla will win AI 🤖 

Hilton will install up to 20,000 EV chargers at 2,000 of its hotels across North America

Nice explanation! Thanks.

100% spot on.

"Its brain will be where its brain is" - Galileo Russell, 2024.

Love your insights!

How is the Echo chamber going?

Thankyou Gali, the penny drops!

1:09 There's a glitch in the matrix.

Distributed inference compute as a service TAM is massive if Tesla can get it to work. Coordination and networking limitations are key issues but maybe Starlink can provide a private network infrastructure needed?!?! 🤔

Thanks for explaining inference.

Great video, I learned stuff and it didn't take long.

Just to clarify, inference is the ability to take in unique information and solve that unique scenario. Tesla is innovative because they are deploying decentralized models while training on those decisions after the fact using one centralized model.

Inference computers will be in every Optimus as well. This is how Tesla will create economies of scale for the company in inference chips.

Hence the reason for the jobs related to 6G telecom…between cars.

Hmmm....this is no new information Gali....😂 But good that you are addressing it

Did you just learn about word inference recently

@hperchange would you explain why Elon should get the pay package based on the financials of Tesla?

I'll Try FSD again when they get to Version 14. What's wild to me is that Elon thought they were close 5+ years ago!

My recent FSD has critical flaw. Have Tesla contact me!

They will also use a double AI model system to do compression and decompression of information to simplify data packets and making Split Second over-the-air decisions possible in conjunction with the starlink constellation

How does 800m from Illinois change the Rivian outlook? Haven't found the law or any more info but can they get another 800 next year?

Interesting thesis. Sounds true. Meta has 300k GPUs but if you count the Tesla hardware 2+ inference engines, Tesla has millions of GPUs.

Inference workloads contributed to roughly 40% of NVidia’s datacenter revenue in 2023 or $7.4 billion for the last quarter. Now imagine potential revenue of inference computing using the 5+ million inference chips of Tesla’s fleet

Gali is awesome

I thought tesla solved fsd back in 2020. What are you guys saying. We dont have fsd yet?

Get super impressed about words about products. But I’m going to reserve bullishness for actual tangible objective results. Humanoid bot is a big fat zero to me at this time.

I don’t know any computers that are faster than a human at deciding stuff while traveling at 75 mph. I’ve test driven 4 teslas and sales people never show me FSD.

What means the word „inference“, or: what is an inference chip (what does it)?

Yall becoming too bull on Tesla year ago yall were hyping up robotaxi etc

This is Gali at his f***’n best !!

Wow, that was elegantly stated. I didn’t not grasp that until now. Can you steel man that? What are the possible push backs? Does NVDA make inferences chips?

I think this is clearly case show the meaning of Visionary. Elon start doing AI a decade ago. Everything Tesla led, everyone else followed

I'm still shocked by how many people don't understand the amount of compute that is required for AGI or even close to AGI capabilities. The chips that are in our phones, our cars..etc are not there yet (not even close). So when Elon is saying Tesla car's from 2019 will be able to be 'full self-driving' I find it misleading. The best case in the next 5 years is AMAZING assistance driving...but your car won't be able to handle situations it's not seen before and requires human level reasoning!! Now you're wondering what is required to reach that level of compute required...I COMPLETE PARADIGM SHIFT. It would need to be as big or bigger of a shift than going from vacuum tubes to semiconductors. I love Tesla products, I own tesla shares, I love what Elon is doing with SpaceX...but where we are in AI is far fetch. Just my opinion..don't sue me. lol

Define win AI

Remember 5G bro? It is the next great thing 2 things ago. It must be now...

They will just layoff their AI team next lol

Our reality simulation is run on local inference too. We are projected with the resultant localized outcome to our senses.😂❤👍

Nobody want lame latency in a robot.

Inference happens no matter what in any AI use case… the significant thing you’re pointing out is Tesla’s ability to perform local inference, as opposed to doing it in the cloud. Apple is also deep into the local inference game. Modern iPhones are incredibly powerful, including for inference. But Apple (so far) has shied away from competing in the AV space, so Tesla is alone.

Nvidia sells an inference chip for cars which is just as good as teslas? You can literally buy this tech off the shelf from them.

AI has been around *FOREVER* ("danger will robinson danger!") so is interesting it's taking off in mania form now. It is actually "real" so no need for explanation or technical details just literally show AI at work which obviously tesla self driving has been doing this *FOREVER* now so is interesting the sell off as more than likely after Elon left the data brokers came roaring in and announced everything for sale. I don't think an Elon led Tesla does that but I'm not an expert. Definitely the end of data brokering with an AI mania raging away as talk about standing in the way of progress! Long $crwd crowdstrike strong buy

Just say inference in every sentence when you talk about AI 😂

Bullshit

get help

Buy Tesla & Nvidia Stock NOW

That was a rambling stream of nonsense. What evidence does this guy have that Tesla are ahead? It’s just the usual Tesla fanboy wishful thinking.

These videos don't rope in retail anymore. They got too smart. Tesla is done. Jump on the Amazon train.

Russell

Typical case of conformation bias.