Tesla and Apple Have An UNBEATABLE ADVANTAGE (And It's Not What You Think)!
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- Опубліковано 24 чер 2024
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Once StarLink hardware is added to the Tesla vehicles so many opportunities are enabled: high bandwidth inference compute, real-time road condition update, traffic flow optimization, heat-maps, Grok availability in Teslas anywhere, bidirectional media distribution from anywhere to anywhere not to mention the impact on voice, text and data communication. T-Mobile is positioning itself for this future. And, sitting on top of all of this is Tesla developed revenue generating AI.
Imagine what will happen to weather forecasting when all Tesla's can provide real-time temperature, solar radiation, barometric pressure, humidity and precipitation data to weather models. Then imagine other sensors that could be added to the suite and what that data is worth and what AI could do with it..
Suite or fleet?
very good point
I still do not believe it is possible to do distributed inference because models need to me loaded fully in memory to process the entire prompt
Very basic things perhaps but not sure something significant can be done, of course Apple is going to teach us what is possible
Very good insight !
Spoken commercials should be put at the end of all videos.
it is laughable how often people underestimate Jensen.
I'm thinking that in a given time frame, lets say 5 years, the car computers will be so slow and energy inefficient vs. the new hardware that it's just not worth it to mess with them. Think of the CRAY supercomputer sitting in the Smithsonian that was bad ass in the day but is now crushed in every way by my laptop.
Yes, that is a good point, especially as Elon Musk often mentioned energy consumption becoming the limiting factor for ai.
Is there a means of running wired Ethernet over the NACS / SAE J3400 connector? Improving compute opportunities while charging (at home / incentive to use a given commercial charge point!?
Dr know can X and Grok and other compute be moved to a Tesla machine to replace other cloud capacity utilized by X?
Why isn’t Tesla using the inference computer now? Even a little bit to show its functionality. Why promise later?
Yes, absolutely, inference compute is the missing piece of the puzzle. The training in the big datacentres is only part of the picture. Alphabet also has very good inference technology, probably too early to rule them out.
Getting hardware and software to work seamlessly in addition to their operating system has always been Apple’s superpower. And the fact that they are using Arm instead of NVDA is huge. Arm is much more energy efficient and Apple will eventually move the using large chips just like Tesla and NVDA.
Hey John, Whenever I watch one of your videos I have to check to make sure I am still subscribed because I often find that I am no longer subscribed. Maybe that is why your likes or views are down.
For the record, plant home filtration was available to consumers in the 70s coming out of the NASA research. So this product isn't actually the first of its kind.
A couple of weeks ago you said Waymo used rails....NOT TRUE!!
I think what he meant was they have to have high definition, lidar mapped roads, unlike Tesla that can drive pretty much anywhere and doesn’t rely on these “rails”
BEASTMODE!
Who pays for the energy used when the tesla computer is used for other computations other than diving?
A Tesla solar system.
I was wondering how/where we will be communicating with our personal AI, (which is coming soon.) Now that I know Apple is involved with Tesla it clears things up for me. Jeannine
Qualcomm Snapdragon chips used in Android phones have AI processors built in.
Im also pretty sure the direct satellite to Cell demo was with an android phone. I don’t see Apple’s advantage.
Only A17 (or better) and M series chips - which feels like a betrayal by Apple!
Samsung has the advantage that they actually are able to make their own chips, and not just design them being forced to outsource the production. Apple and Tesla cannot do that. I wonder if Samsung will actually take advantage of this or miss the boat.
True, but making chips still require an OS. Samsung dropped their OS for Android and Intel/x86.
@@ericchang7759 Apple's OS is basically just *BSD. Tesla uses Linux.
@@cherubin7th true, but at the time Apple had used BSD, it was farther along and they adapted it for mainstream use according to their perspective. It was more polished. Android was much more of an uphill climb at that time. My main point here was that Samsung’s attempt to mimic what Apple did not work, and they had to drop their OS and backtrack to Android, which broke the chain in their effort to create a chip manufacturing/designing/hardware/OS vertical integration.
I don't disagree but Data is why Super Computers are needed. Video data is much larger than text. It will be government that wants or needs the most compute. I think the US government spends 25% of GDP. So they have the money, your money to spend, and they will. But first it's the big companies that have piles of cash they don't know what to do with that can and will spend. The cost to compute is decreasing and as costs go down. demand increases. Scale also reduces cost and Nvidia is on a path to do this. The big shift ts going from text compute to video Tesla has a plan, Nvidia has a plan. If government could get it's head out of it's Butt it could make a plan to improve service while reducing cost. Once one Government does this a few others may follow but this will take time, a very, very long time. Companies proving hardware and software have a very long market cycle ahead of them.
Don't sleep on Amazon!!!!
Tesla doesn't have high bandwidth network connectivity on their edge computing devices.
think Starlink
!!I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated
nice! once you hit a big milestone, the next comes easier. How can i reach him, if you don't mind me asking?
I've just looked up his full name on my browser and found his webpage without sweat, very much appreciate this.
Agree about Tesla but not Apple which is just a marketing company with some mediocre products and a history of making a really bad assistant.
google makes their own pixel phone with their own chip in it. Microsoft has surface laptops they make and are now comming with qualcom arm processors, amd and intel hve launched chips with npu's on them. Tesla has the upperhand on everyone but Apple has not imo. An iphone is not better then say a samsung. sometimes they might be abit faster in a bechmark but they are still behind on how long they last on a full charge.
I think you're wrong on NVDIA, and you're wrong on APPLE. NVIDIA, as you stated, makes the hardware and the software. The customer will have to adapt to NVIDIA more than the other way around. (They control their ecosystem)
As you also said, Google owns the Android operating system. They are developing a (superior?) large language model. How many seconds do you think it will take Google to integrate those two systems into a unified whole? The actual phone doesn't matter. It's just the container. Apple's Open AI move makes me think of something GM would do. Go for a big name. Then hope that it somehow all works out. Apple has one thing going for them. An intensely loyal customer base, full stop. They are seriously exposed when it comes to manufacturing. As of Oct 2023, 95% of their manufacturing was still done in China. In the current environment, that seems pretty risky.
IBM is vertically integrated and has been, alongside Apple and Tesla, a great investment for me since I started buying while Buffett was selling, back in 2018. I’m up to 6500 shares (my second largest holding after 12k Apple shares) and it’s delivered $153k in dividends and $310k of stock appreciation, so far. IBM is definitely a potential player in AI and in Quantum computing, which might be the key to truly unlocking machine intelligence.
I am a Tesla supporter. I don't What belive what ever Elon says. He announce new products, which never come to fruition e.g. Roadster, Semi, Compact SUV
Why include both in the title, apple has a wad of cash and no balls or vision.
This seems like the worst period.
Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!
Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to Sonia campbell
Only God knows how much grateful i am. After so much struggles I now own a new house and my family is happy once again everything is finally falling into place!!Sonia campbell
Amazing You trade ?? Wow that's huge, how do you make that much monthly?
Sonia campbell is my hope on the current 'bear summer' . I did so many mistakes but also learned so much from it, and of course from Sonia campbell.
Is this not same mrs Sonia my neighbour posted on her Whats App status 8 hours ago thanking for making her rich
I can’t wait for 2030 when I think the first FSD robotaxi pilot program will be launched. It will take about 4 years after that to have robotaxi in every city.
Can you please stop this comersial stuff.
Europe has a different standard then this USA nonsense 😂
DUDE! PLEASE STOP THE PHONEY TRANSITION INTO YOUR COMMERCIALS. SOOOOO WEIRD! Feels misleading.