Tesla CEO Elon Musk bragged about his firm’s inside developments in AI, together with {hardware} and chip design, saying he’d select the corporate’s in-house work over any different.
“There’s really shouldn’t be a chip from Nvidia—or from any firm—that we would like to place in our automobile that’s higher than what we now have within the automobile,” he stated. “We began from scratch in chip design, simply as we began from scratch in AI software program, and have the perfect real-world AI software program and the perfect AI inference chip on the planet— from nothing.”
His remarks got here throughout a presentation and Q&A following the corporate’s intently watched shareholder assembly, the place holders of Tesla inventory voted to re-approve Musk’s controversial $56 billion pay bundle—nonetheless topic to judicial evaluation—in addition to a transfer of its company headquarters from Delaware to Texas, in accordance with a report by Bloomberg.
To wrap up the occasion, he took to the stage to debate the corporate’s plans for its strains of automobiles, automotive software program, robotics, and AI.
Central to Tesla’s long-terms plans is its objective of full self-driving (FSD) vehicles, and Musk claimed Tesla’s tech is the perfect.
“Tesla additionally writes a variety of software program internally,” Musk instructed the viewers. “The Tesla working system internally is head and shoulders above what another firm has, I feel most likely higher than any Fortune 500 firm that has inside software program—it is simply manner higher.”
“Taking a video and making selections primarily based on the video? Nobody is shut, and it is getting higher with every passing month, if not passing week,” he added.
Describing Tesla as way over a automobile firm, Musk took purpose at rival AI builders.
“Tesla can also be the chief in real-world AI,” Musk stated. “Tesla is forward of Google, Meta, OpenAI, anybody on real-world software program.”
Musk, who co-founded OpenAI in 2015, has been in a public battle with the CEO of the premier generative AI developer. He lately railed towards Apple’s deal to place ChatGPT on its units, saying they might be banned from his firms. Whereas he sued OpenAI for breach of contract in March, he withdrew his lawsuit with out touch upon Tuesday.
The CEO—who additionally leads SpaceX and co-founded Neuralink—individually based xAI, a generative AI firm that gives a chatbot known as Grok on X (aka Twitter).
Musk additionally touted his firm’s work on the {hardware} facet.
“It is also price noting that Tesla is fairly good at chip design—the AI inference chip that was designed by Tesla is in vehicles,” Musk stated. “We had our {hardware} three AI inference [chip]; vehicles remodeled the previous 12 months had the {hardware} 4, we have simply accomplished design on {hardware} 5, which we’re now calling AI 5.”
Musk additionally talked about Tesla’s work in robotics, highlighting its Optimus humanoid robots, which he stated are already working in Tesla’s manufacturing facility and places of work.
“We have now two Optimus robots in our Fremont manufacturing facility which might be doing duties, which is taking cells off the road and putting them in a delivery container,” Musk stated. “We even have fairly just a few of those cruising round in our places of work in Palo Alto.” The Tesla CEO stated he expects to see 1,000 Optimus robots working at Tesla.
Rival OpenAI additionally has robots in the marketplace by means of robotics startup 1X, wherein OpenAI has invested since 2022.
Musk stated he is bullish on the way forward for humanoid robotics, telling the viewers that whereas the market capitalization for autonomous transport is between $5 to $7 trillion, he estimated that Optimus’ market cap could be $25 trillion.
Edited by Ryan Ozawa.
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