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 truly just isn’t 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 mentioned. “We began from scratch in chip design, simply as we began from scratch in AI software program, and have one of the best real-world AI software program and one of the best 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 package deal—nonetheless topic to judicial overview—in addition to a transfer of its company headquarters from Delaware to Texas, in line with a report by Bloomberg.
To wrap up the occasion, he took to the stage to debate the corporate’s plans for its traces of autos, automotive software program, robotics, and AI.
Central to Tesla’s long-terms plans is its purpose of full self-driving (FSD) automobiles, and Musk claimed Tesla’s tech is one of the best.
“Tesla additionally writes lots of software program internally,” Musk informed the viewers. “The Tesla working system internally is head and shoulders above what some other firm has, I feel most likely higher than any Fortune 500 firm that has inside software program—it is simply method higher.”
“Taking a video and making selections based mostly on the video? Nobody is shut, and it is getting higher with every passing month, if not passing week,” he added.
Describing Tesla as excess of a automobile firm, Musk took purpose at rival AI builders.
“Tesla can be the chief in real-world AI,” Musk mentioned. “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 in opposition to Apple’s deal to place ChatGPT on its units, saying they might be banned from his corporations. 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 provides a chatbot referred to as Grok on X (aka Twitter).
Musk additionally touted his firm’s work on the {hardware} aspect.
“It is also price noting that Tesla is fairly good at chip design—the AI inference chip that was designed by Tesla is in automobiles,” Musk mentioned. “We had our {hardware} three AI inference [chip]; automobiles 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 mentioned are already working in Tesla’s manufacturing facility and places of work.
“We’ve got two Optimus robots in our Fremont manufacturing facility which are doing duties, which is taking cells off the road and putting them in a delivery container,” Musk mentioned. “We even have fairly a number of of those cruising round in our places of work in Palo Alto.” The Tesla CEO mentioned he expects to see 1,000 Optimus robots working at Tesla.
Rival OpenAI additionally has robots available on the market by means of robotics startup 1X, wherein OpenAI has invested since 2022.
Musk mentioned 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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