New AI Gadget vs Tesla Humanoid Robot - Who wins? (Ep. 740)

Просмотров 33 тыс.

% 2 239

My critique of the Humane AI Pin, what it shows about the need for local inference compute, and how Tesla Optimus humanoid robot is the generalized application for real world AI.
Social
🐦 Twitter mobile. heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram heydave7
Dave Lee on Parenting, ru-vid.com/show-UCWD9b1BZqi2G2u30sGYIFrA
NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.
💁🏻‍♂️ 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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks

Опубликовано:

10 ноя 2023

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 156

@WillR-Cincy 7 месяцев назад

Glad to hear your voice again plus the content! Dave I’ll be 84 soon & I am a Stage 4 Cancer Survivor Two times both more than a Decade ago. My Drs now say I’m in great health. My best to you and your Family with your struggles💙❤

@lpb3731 7 месяцев назад

Dave, one of the only bulls with Rob and Dillon who hasn’t jumped the shark and turned into a 🤡. We love you man ❤

@TurdFergusen 7 месяцев назад

meet clown karen

@lpb3731 7 месяцев назад

@@TurdFergusen ?

@TurdFergusen 7 месяцев назад

@@lpb3731one of the other bulls who whined like a baby and i had to unsub

@lpb3731 7 месяцев назад

@@TurdFergusen 👊👍

@ferdinand002 7 месяцев назад

MeetKevin??@@TurdFergusen

@yuanli6224 7 месяцев назад

Welcome back Dave, glad to see you to become more active again on Tesla stock !

@Pikminiman 7 месяцев назад

I really appreciate your conciseness and density of information.

@chadwick1531 7 месяцев назад

Brilliant insight and totally agree. You’re getting me excited Dave. 🙏

@coreycoddington8132 7 месяцев назад

Great stuff Dave! Good to see the content coming again

@augustclark3337 7 месяцев назад

Excellent video, very thoughtful analysis.... thank you!

@dr-k1667 7 месяцев назад

Great insights Dave. When we have volatile days like today it's easy to get caught up in the short term thinking and fud articles that limit the scope and reach of what Tesla the company is doing today and more importantly what is coming down the pike. AI and General Purpose compute in a form factor like the TSLA BOT opens up a world the likes of which we have only seen in science fiction movies. The timeline is anyone's guess but the impact is also way more impactful and we can see that many parts of Tesla as well as other Elon Much companies are helping to shape this potential future. Watching this space, keeping up with what is coming to market and the research papers is a HUGE task that is growing by the day. I know the auto business and energy is enough to keep me very occupied so others like yourself that are looking into this portion of the budding business and development is really appreciated. TESLA IS MORE than what it once was when it started and where it will end up is a much wider and bigger opportunity that we should not let slip away. Have a great weekend everyone.

@MarcioSouza1 7 месяцев назад

Dave’s solution to the small pin’s camera: have a robot follow you around 😂 Btw I generally agree with his point about local inference, and am also skeptical about the pin, just thought that was funny

@treelizard99 7 месяцев назад

When Dave speaks, I listen. When Tom Nash, meet Kevin and others speak, everything comes out the other ear

@radicalradzik 7 месяцев назад

Hey Dave! Astute observations of the friction and non-starters - that need to be factored.

@kendigjl 7 месяцев назад

If Bluetoothed to a central station, multiple devices can interact to assist factory workers to intelligently work as part of an entire team. If that central station is part of a network of central stations, they can work together to make operations more efficient and responsive. This device makes sense right now, and uses humans to accomplish goals instead of displacing humans with humanoid robots. Then there's the advantage of humans being able to adapt to imperfect conditions and various challenges - and if the device is able to pick up those adaptations it can collect the data from those adaptations and incorporate that data into a model. This device makes sense on a lot of levels. For the record, the majority of my stock portfolio is TSLA, and I want the Teslabot to succeed. But this device looks like it has giant possibilities to disrupt the Teslabot. And turning the camera/microphone on and off is just a matter of sending a signal to the device from a central station.

@michaellatta 7 месяцев назад

Yes. I would love for Apple to do this synthesis of ambient compute. I often have w-3 computers plugged into the wall, and the phone/watch could really off load compute to them rather than the cloud.

@Max-fm2hm 7 месяцев назад

Great thanks, Dave

@iakona23 7 месяцев назад

Dave, why don’t you advocate for Tesla to make a smartphone or another local inference device? I mean, a smartphone could run X if Apple and Android tried to censor it or restrict its features. A smartphone could manage a robotaxi fleet or control Optimus robots. A smartphone could run the AI software from Grok. A smartphone which can run AI locally will become more and more useful and lucrative to make and to sell.

@girowinters 7 месяцев назад

Explain to me how that helps transition to sustainable energy?

@iakona23 7 месяцев назад

@@girowinters It could operate the robo taxi service in a secure way, in case Apple and Android try to limit features on that platform or take a 30% cut of all revenue from the app. If it adds to the profitability of Tesla, that itself would provide more resources for Tesla to accelerate the transition to a renewable energy future.

@sat7755 7 месяцев назад

Superlative Master material. Thank you very much Dave. In weeks or months probably Tesla stock will light up like you do, enthusiastically reaching its deserving Zenith to humiliate those FUD diggers, too dumb to understand the magnitude of Tesla impending changes happening right in front of their eyes. It is a privilege to attend your classes. Keep at it, you are in your natural domain, not an easy task for anyone.

@reyhan5460 7 месяцев назад

I raised the hammer high when your first pick was EBY400X.. Been collecting this bear cycle.

@cakirnesimi 7 месяцев назад

thanks for bringing up EBY400X pair - Watching all your videos when I get notified

@beytullahyldz3891 7 месяцев назад

Nice work. I’ve been on the EBY400X train for a while, never sold as they are always building.

@jonalport 7 месяцев назад

Hey Dave!

@flyshacker 7 месяцев назад

Love your robot buddy idea, Dave! One of these days…

@user-ln9bk7mo3l 7 месяцев назад

Hey Dave! Thanks for another great video. We miss you, and have your wife and family in our hearts. I hope things are moving positively. ❤‍🩹

@paulpaul7777 7 месяцев назад

Thamks Dave for sharing ur insight and help envisioning the future for a layman like me ❤

@ronanderson8722 7 месяцев назад

Always look forward to your thoughts.😊

@MK_TECH54 7 месяцев назад

Yes please. I would love a video that does a deep dive on the EBY400X project

@user-fs4gp7un2r 7 месяцев назад

Thanks for keeping the dream Dave

@brberis 7 месяцев назад

The solution for having 'pin' agents is to improve network latency and the processing speed of AI cloud providers. This is because the evolution of AI depends on these immense Language Models (LMs) and an astonishing amount of processing power, which a small device will never be able to catch up to. I don’t think the consciousness comes from our brain either.

@robleacock4949 7 месяцев назад

Agree. Even if it could compute locally, people will still want a screen, eg for photos. Better to just add capability to smart phones.

@apollo1464 7 месяцев назад

When will they have a list for the bot like they did the Cybertruck? 🙂

@Tony-cj6jy 7 месяцев назад

The neural net runs locally on the device no delays. And for AI to become super usefull it will need to SEE what you are seeing so you need a camera either on your chest or at eye height not in your pocket. Then the privacy problem comes up, so the device not streaming data and recording all the time is important to the persons that you meet during the course of a day.

@robbiero368 7 месяцев назад

I don't think the latency should be an issue, if done properly, think about it. We already have real time conversation over the phone. If the audio is processed in the cloud fast enough then the latency is the same as making a call.

@minikankalar1748 7 месяцев назад

Keep up the good work, and yes, please do more deep dive into EBY400X.

@lourdessilva6442 7 месяцев назад

Maravilha de live muito esclarecedora sim informação e vida nos liberta

@eren2124 7 месяцев назад

Always interesting analysis. But I am DCAing into my EBY400X alts anyway

@bjlbernal 7 месяцев назад

This AI Pin reminds me of the Star Trek TNG communicator badge. (Tap to prompt for voice commands). My opinion is that this platform is ahead of its time, much like Google Glass and the original electric cars. The tech is just not there, yet. Until the inference compute can be miniaturized to be local, it will have to be off loaded from the AI Pin in some way. Is a smart phone yet powerful enough to run the inference compute necessary? Isn't that one of the reasons why Siri has yet to become the AI assistant people like Linus (of Linus Media Group) have been criticizing Apple for? Until either of those is the case, off loading to the cloud is going to be necessary. This leaves the latency issue which is a problem relative to signal strength, bandwidth, distance to, and compute rate on the inference cloud. If it can be bound to an in-house inference computer, it may work in factory, medical and other localized applications, but leave roaming outdoor use with poor performance. At the moment, I believe it will be a project regarded as "gimmicky" by the majority and not take-off as a result of these factors unless there is a sudden tech shift in the issues mentioned above.

@kurtmissotten5965 7 месяцев назад

I wonder if Tesla bot will be able to learn from example. You unpack it, show it how a task needs to be done at home and it's able to perform this for you. That would be awesome. I count on it to be my companion when I'm old so I can spend my old day at home with my personal Tesla caretaker.

@billyrocket62 7 месяцев назад

Hello Dave. I'm not a computer guy myself, but would it be possible for a person to have a device on their person, similar to the one you showed, and have it linked via Bluetooth for example, to your Tesla car or Optimus, which would serve as a hub to the Tesla supercomputer. You then have massive compute power nearby so that the device you wear can leverage that power. The device you wear could be made quite inexpensive, low risk of loss or damage.

@clavo3352 7 месяцев назад

Maybe you can use some ideas? Here goes: people have been talking while having things in their mouths for a long time; chewing gum, smoking cigarettes, sucking on candy bars or lollipops, to name a few. I like the lollipop format but it shows the handle/antenna rather obviously as would the cigarette format. The chewing gum seems to make the most sense as it is soft and flexible. Bluetooth the semi-flex gum wad which has some function buttons and you have a reasonable remote camera recorder/projector controller.

@evrensavbar8152 7 месяцев назад

institutional buying into EBY400X could totally break the cycle and the peak expectation of end of 2025 will likely spectacularly fail to appear. If the last double peak was odd, the next one will catch most people out again.

@RRAENN 7 месяцев назад

Huge EBY400X holder here and slowly building my Ada and Ckb bags

@sur83848 7 месяцев назад

Dave, one part is slightly misleading. Why do you doubt the demo is not real? They ARE doing local inference. That’s why it’s quick. It doesn’t require call to API server. It’s a standalone device. Also, voice assistants, especially a defined space of commands, is a lot simpler of a problem to implement local inference than full self driving.

@f2.richpubg 7 месяцев назад

I understand why you choose EBY400X since it will have selling preasure in the next bull.

@jochenhammerschmidt4304 7 месяцев назад

I really don’t see that Tesla’s humanoid robot and devices like the Humane Ai Pin are (or will one day be) competing. While there is an overlap in technology, use cases are completely different.

@flottenheimer 7 месяцев назад

OpenAI's Devday Keynote was seriously impressive. Watch it, if you haven't already, Dave.

@rallycsx 7 месяцев назад

OpenAI is finished. Censored AI nothing more.

@Boonorp 7 месяцев назад

Vart är "tack knappen"? Eller hur bidrar jag med en slant?

@reechard54 7 месяцев назад

Short term I mostly agree. But local compute as a long term strategy, isn’t convincing. It will be too expensive. There will be all kinds of AI-driven wearables that will leverage edge cloud compute. This is one of the big use cases for 6G. So, yes, without 6G the pin is lame. But the iPhone was lame without 4G/LTE. Think of it as a POC for now and imagine what a faster, lower latency network might bring to it.

@albertobustani1724 7 месяцев назад

What I learned from their ad is that the device is not on the cloud, therefore there is no latency problem...I do not know how they do this...but this is what they claim

@Tony-cj6jy 7 месяцев назад

LLM's have already been 'condensed' to work locally on devices such as smartphones and laptops ( i have one installed on my pc), this device has a recent smartphone chip so it's 100% legit imo. While these condensed versions don't have the exact accuracy/performance then the AI working in the cloud they get close enough (well over 90%) without the cost having to run expensive servers and the time delay that goes along with that. I do think we'll see more integration and similar functionality in future smartphones so you could ask if a separate device is useful. Imo we will see something like this becoming very popular because the device becomes much more capable and useful if it can SEE what you are seeing. You need a camera pointing at what you are seeing that can be something like this or glasses. The smartphone is in your pocket and can't see anything unless you point it. Given the pervasiveness (which does involve privacy concern) and better response time i do think this device and future versions might become a big hit. You don't want a camera pointing that is recording all the time because other persons won't find it acceptable.

@bufli 7 месяцев назад

I'm a lil confused cuz they said it's not always on in the demo, then proceeded to demo it reacting to audio or video without first touching it....

@ExpressionsofAwakening 7 месяцев назад

I wonder if VR will be the next major data collector of real world AI which will be shared with the robots and Apple could be a leader with that. It could potentially replace phones with the right device without obstructing to the eyes. It might be like a projection of a screen that only the individual viewer or who ever else they connect with can see.

@clavo3352 7 месяцев назад

Yes a Dave the Tesla bot seems great. I hear they're redesigning all the actuators. So it's another 10 yrs away! Always another 10 years away !! Ever hear of the boy who cried "Wolf"?

@user-yn7cw7ke3m 7 месяцев назад

Personally, I already started to convert my btc into blue chips, like the EBY400X you mentioned in the video + Solana .

@mhfs61 7 месяцев назад

Personally, any device that is voice only would be a no brainier for me. Not only from a privacy perspective, but also from a social behaviour perspective.

@mrfrugal1091 7 месяцев назад

Definatly epic :)

@datping7377 7 месяцев назад

Both gadget don’t stand close to the Ouya yet they are very similar!

@dhart1951 7 месяцев назад

The most "local" inference machine is our human brain, also self aware. I worry that offloading aspects of our awareness of our environment onto a small box will desensitized us to our environment, make us unaware of our environment. How might such a small device be designed to actually increase our self-awareness?

@vvnn1054 5 месяцев назад

Happy for your wife's progress Dave :-)

@emircanaydn2771 7 месяцев назад

Im fully into EBY400X and ADA, simply huge potential and the technology became better

@barisakad 7 месяцев назад

I bought a little EBY400X to bridge it to Base but the Eth fees are ridiculous. Without layer 2s, eth is useless.

@michael-qp9xd 7 месяцев назад

Maybe device when to translates Spanish/English is slight delay for first second then understand need translation mode and as continue to talk a lot more downloaded for translation function into empty area of storage and then very fast translation. After minute or two when not using translation then full translation software that was downloaded is erased for saving memory for other functions.

@ozayse 7 месяцев назад

Glad you're speaking on some others. I'll watch. I love EBY400X. Trying to accumulate more now.

@ethalund 7 месяцев назад

HW 6!

@PubgDANISKA 7 месяцев назад

I think when it comes to innovation project, EBY400X is setting the bar high for blockchain innovation. Their approach, including distributed parallel processing and data snapshot mechanisms, is transformational. It's all about optimizing transaction efficiency and making complex chains more manageable.

@feyzullahdemir5425 7 месяцев назад

its been hard 2 buy any asset for the past year+ but rational voices like yourself have been my reason for EBY400X

@user-lo4er8wy9l 7 месяцев назад

With the current technology in AI inference, they are all power constrained. The AI Pin will only be good at extracting money from your wallet.

@zeynepkar2091 7 месяцев назад

You said you think that a EBY400X will outperform btc. What makes you think this? Are there macoeco, technical, fundimental, or valuation reasons for this?

@TeslaElonSpaceXFan 7 месяцев назад

😍

@Yusuf-bp1zy 7 месяцев назад

I have a fairly large holding of EBY400X. And 90% or it is because I believe in the asset itself. Its actually the chain that makes me want to dev on top of it and learn Haskell.

@jhunt5578 7 месяцев назад

It reminds me of Her where he caries his phone around and puts it in his front pocket.

@deal2live 7 месяцев назад

There was device like this, you would wear it and it would decide when to video.

@eti-cin7120 7 месяцев назад

EBY400X isn't shooting for US companies. They are building something far more sophisticated than Solana.

@mxbreed20 7 месяцев назад

You're right but it's got a long way to go.

@tahirerzeybek4304 7 месяцев назад

In my opinion EBY400X has great Potential to Pump due to all the ai craze...

@jamesdubben3687 7 месяцев назад

When will Elon have an Optimus body guard?

@fidandemir2900 7 месяцев назад

They will both serve a function and niche. EBY400X has a lot more momentum right now and will decentralize as it scales

@American_Energy 7 месяцев назад

Who will win? Easy…. Whichever is hardest to copy. In my view, all the LLM stuff is getting cheaper and easier, whereas AI that interacts with the physical world is still extremely difficult.

@klauszinser 7 месяцев назад

For the MacBooks I expect much faster AI processors. Already now I can run the large language models on a computer. Qualcomm ist also pushing. That LLM processor model could also fit into a mobile or even a watch. But then I would need more energy. Having a robot all the time with me right now, I can't imagine. For children, even on the way to school etc, it could make sense. For the elderly and also for the normal people at home yes. One robot for a family should be enough. Elon Musk made a comment (also George Hotz). I think the FSD device needs 100W which is a lot.

@chickenp7038 7 месяцев назад

i would rather be able to send my llm requests to my tesla which is 80% of times plugged in to the plug while my mac book needs to have battery and be mobile

@WillR-Cincy 7 месяцев назад

Speaking of Language Models, my Wife Is going to Spain in April, her Spanish needs A LOT of HELP. Any suggestions⁉️

@Mhdygt002 7 месяцев назад

I like both, but I think EBY400X is gonna be utilized sooner.

@qrdq1335 7 месяцев назад

EBY400X is a newer coin and is about to have a major upgrade! Dot!

@horsegal3358 7 месяцев назад

Hit the like y’all

@bru512 7 месяцев назад

OS: Your plastic pal, that's fun to be with.

@legoman20149 7 месяцев назад

love all these interoperability plays. Currently have a small bag in EBY400X. I would love your thoughts on this one as you metioned it ealier.

@amatorsesler1490 7 месяцев назад

I've been invested in EBY400X since 24hrs. So for me it's not a question of whether to buy.

@MrFoxRobert 7 месяцев назад

👋👍

@alibayramgunay1100 7 месяцев назад

I'm staying in EBY400X till after ETFs being approved and will move into alts after that...

@umutkrboga-nx1gq 7 месяцев назад

EBY400X stands out with its advanced blockchain technology, especially in staking and decentralization surpassing other platforms. It doesn't require a locking period, and its development focuses on peer-reviewed research for comprehensive improvement.

@MrJamesdavies085 7 месяцев назад

I only don’t like because I don’t want others to know:)

@IamnotJokic 7 месяцев назад

Lol people like Dave still exist where they think Tesla is more than just a car company 😂

@channaw.3538 7 месяцев назад

Hi Dave, How is your wife doing? Hope she is getting healthier!!

@fungilation 7 месяцев назад

local inference. That's the iPhone -> Apple Watch so ya, if/when Apple stop sucking with Siri and is gpt-4 level, something like Humane is dead. It has no moat on software side either as it's just a gpt wrapper

@jochenvonbastianeller6865 7 месяцев назад

Neurolink

@ErikGoff 7 месяцев назад

this gadget will be obsolete once smartglasses come out, for the simple reason that smartglasses know where you are looking

@MikeSieko17 7 месяцев назад

huh how are these compared?, one is a robot the second is some weird gadget

@frangalarza 7 месяцев назад

Do you realise that you don't want to click a device to take a photo and prefer to have a massive robot following you around on the train, car, airplane, at work, at school, on a date, at your kid's birthday party?

@damis2372 6 месяцев назад

What happened to Dave? No video for the past month.

@batnhakan937 7 месяцев назад

So in short you're saying we still have more time to buy at EBY400X discounted prices.

@emel1496 7 месяцев назад

EBY400X YES!!! My biggest bag is EBY400X.... I can see $5 to $7 in the next Bull Run, more if it is a strong run this cycle $8 to $9 💰💰💰💰 ... great video..

@GET2222 7 месяцев назад

A damn pin on your chest is a terrible idea. A watch and phone are way better than a damn pin. I ask chat all sorts of things from my headphones. Can’t wait to get access to grok.