Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update
Вставка
- Опубліковано 5 сер 2024
- Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Tesla’s Full Self-Driving V12 and imitation learning, AI model improvements: open vs. closed, & more. Enjoy another episode of Bg2.
Timestamps:
(0:00) Intro + Phase Shifts
(3:42)Tesla FSD 12 & Imitation Learning
(28:32) AI Model Improvements | Open vs Closed Models
(49:10) Elon Musk Delaware Court Case
(58:30) Macro Market Outlook
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap / altcap
Bill Gurley @bgurley / bgurley
BG2 Pod @bg2pod / bg2pod
Shownotes:
Elon Musk FSD 12 Livestream • Elon Musk FSD 12 Lives... FSD V12
General Magic | Full Documentary • General Magic (1080p) ...
Tesla FSD Data Upload | Reddit Forum bit.ly/3wKQYjB
FSD Beta - 100GB+ in 30 days bit.ly/49YU3L6
Cheng Chi - Open Source AI in Robotics bit.ly/3T9D95w
Anthropic Claude 3 benchmarks bit.ly/3IsM8dc
Amazon Bedrock bit.ly/3P9TE0h
AI group chat matrix x.com/netcapgirl/status/17643...
Michael Totten article RT by Pinker www.city-journal.org/article/...
Politico - Billionaire-backed AI advisers take over Washington bit.ly/3uWWU8D
Martin Casado Tweet - AI / Manhattan project bit.ly/3V85090
Morning Brew tweet - Elon Musk vs Delaware bit.ly/3wKRbTV
Institute for New Economic Thinking - CEO Pay bit.ly/436DJWm
#BillGurley #BradGerstner #Bg2Pod
![ЛЕБЕДЕВ у ДУДЯ: муху не обманешь 😁 [Пародия]](http://i.ytimg.com/vi/E74h5fvVrqs/mqdefault.jpg)
I'm here because of Gali. It was a fantastic discussion
Here from Hyperchange!
This is one of the best explanations of Tesla FSD capabilities
Man this episode is required listening for anyone interested in generative AI or anyone who wants to know how FSD v12 works in general. Amazing ep!
These guys are cold blood killers.
Dropping on a Thursday to beat The All in Podcast to market
It’s not even a contest. These guys are stars with a proven track record of many decades. The other guys are chumps who lucked out by attaching themselves to genuine geniuses like Musk and Zuck.
@@tvm73827 Whoa, as much as I like these guys, watch what you're saying there. With the exception of Chamath, every one of those guys was a founder as well.
Chalk and cheese
@@tvm73827okay that’s too far. This is not a zero sum game. You are allowed to like both podcasts. Both provide value. This potentially more since it’s just two guys and they can dive deeper than four guys taking turns.
Front running front runners
Just arrived here after a Gali shoutout and boy is the content is excellent.
Pleasantly surprised to see the two besties here too. Result!
What All In pod use to be. I love this.
This Tesla discussion was the most fascinating thing I’ve heard in a long time. More content on Teslas’s efforts please!
but it was completly nonesense. Tesla selfdriving was not without AI before this change. It is just less modual now. I don't know why they spread this nonesense when tesla has developer days on youtube. They have both no clue about the technical aspects and talk a lot.
I have to say I skipped that chapter half way through. Interesting but 25 mins on imitation learning?
Totally useless discussion.. they have no clue what they are talking about .. both own Tesla 😅?
@@prajaysun5407 I own Tesla, did I get smarter from buying shares? They are investors, they can see the big picture. They are not engineers working at Tesla.
@@prajaysun5407 Yeah I'm sure a random black piller in the youtube comments knows more.
This went to my #1 pod faster than Nvidia went to $800
Facts😂
Much better than All In
@@anandkapdi4822 For sure!!
$900
It's better than listening to Chamath spout off about his sweater.
Love how Brad let Bill drive and, more importantly, flesh out his thoughts more compared to prior episodes.
Great job guys, keep it up! 👏
I came here to say this as well. I saw a lot of comments on their last episode about this, love seeing them incorporating feedback. Great episode, keep up the good work BG2
Thanks for not having any ads 😂
Don't think these guys need to make money on ads lol
I feel smarter after every podcast. Thanks for sticking to Tech and business.
this is a great podcast, great to see gurley regularly talking. i pitched him a few years ago, he didn't end up investing, but he has so much wisdom from all his experience, and he's still humble
💯
I can’t believe we have access to these guys
Bill and Brad 🔥🔥🔥 as a college dropout working in tech, I thank you for the macro and micro look on the environment right now. Seriously you guys have changed my life!!!💪🏽
I get so much value from these podcasts👌🏼
Respect Admiration and Applauds…#Bg2 Pod is now my all time favorite. #BillGurley #BradGerstner you both rock!… I was glued and shaking my head with excitement throughout the pod… as an old school data scientist its the time when all the pieces are coming together…we could write the best algorithm but there was no complementing compute or such expansive data corpus … its getting real by the day…what a pivotal time in our history! What an inflection point!…THANK YOU! For an amazing, fact-based discussion…you have an ardent student in me eagerly waiting each week to learn and align with your immense knowledge….Best Regards, Sonia
Best analysis podcast out there! Thanks a lot!
Love this new podcast. I wish it was longer! So much good insight and information! Thanks Bill and Brad for taking your time to do this!
Thumbs up for the market outlook at the end of every episode!
This is already a must watch podcast. Already up there with the all in podcast.
love this pod because they go deep on the issues
Much improved over prior episodes. Brad isn’t trying to dominate the conversation.
I think he just gets excited, he's not trying to dominate.
This split-screen view is a much better watch than when you were in person and cameras facing your side
Seeing these guys actively appreciating viewers feedback is so cool
Love the business strategy insight and an insight into Brad’s models.
Love the show guys. Love the analysis. Tesla FSD, I believe is $12,000 for lifetime access or $199/month right now.
The amount of free insight provided in this channel in terms of value is astronomical.
BH^2 is my new favorite pod
Brad has such great energy
This was the best pod yet! Such relevant topics and your strategical perspective. From AI applied to self driving cars to the great discussion about close models versus open source models and the cost stack, to the discussion at the end about executive compensation tied to the performance of the company. And all of that with no political BS. Well done. Clap👏
I love the research that is shared on this podcast. Very useful for my brain to hear about these concepts in this format.
Incredible episode. Please continue with the market check and tying in macro, it's a fantastic segment. Love the insight into CIOs looking at open source tech as part of their infrastructure and operating in a multi cloud world.
Love this pod. great minds great insights. great chemistry. so lucky to get this kind of content for free.
You two are so , so insightful. It's a pleasure to listen to this while I work, haha
great pod, love this along with All-In
All in is great .. you guys are gonna build same audience .. ty for doing this
Finally another pod released!!!!! 🎉 Love your insights
I was waiting for this !! You guys should do an episode every week if you can .
Love this. This pod contains so much values. Brad and Bill are so eloquent. No BS, straight to the point on the subjects I personally care about. ❤️
Really Enjoy the pod a lot. Lots of good information and it's sorta a sneak peak into the quality and level of how successful investors and entrepreneurs think about and talk through the issues with high level business analysis. It gives the general public a gauge of how successful people like you two think about things.
This pod is amazing keep it coming!!
Love the pod! Keep it going :)
Thanks for the discussion on the Delaware court ruling. Loved the greater risk caveat for staying in Delaware!
My new favorite pod.
All-In is the stew, BG2 is cayenne pepper cracked ontop. The perfect addition.
I'll have that with a glass of Jason's Twist.
All in people are mostly out of touch billionaire who made their bang by launching spac (screwing others) not worth watching or trusting.
All-in has lost it. In your analogy, they are the burnt crust in the bottom of the pot.
If all in is the stew then Chamath pumping and dumping spac history is the rotten meat in it. 🤔
I’m here because of Gali, great discussion guys!
Thanks for covering this topic about Tesla!! Much needed!!
This along with all in are my fav now. Thanks for sharing your insight with us.
BG pod Master Class every episode❤🎉
I heard the Bill Gurley talk on 2851 miles and great to see him and Gerstner do deep dives on these topics. Enjoyed and got you my sub.
Great insight into the future. I love learning from you guys!
Great content and podcast! Thx Gali for the recommendation 👌
This episode got my brain going and made a 2hr flight feel like 10mins. I really would love to listen to an in-depth analysis on the AI supply chain from the both of you. Assuming we are in a new AI supercycle and we are re-architecting all of our datacenters. What are the key implications across the whole supply chain (energy production, networking, storage, training, inferencing).
Great insight and perspective. Thank you for sharing.
i definitely like the current issue conversations, especially when they are juicy like these. the market stuff is great too.
Love these conversations from guys that are tech enthusiasts and capitalists. Good show.
Great video and interesting discussion on key topics like fsd
AI etc
Hope to see more of these kind of topics 👍👍
Great show. Keep it going and you will build a big audience.
Amazing discussion on things that matter. Loved it
Love this! I wish it was weekly!
Just keeps getting better 💎
Thank you guys for another great podcast!
Another great pod, TY gentleman!
This is priceless content. Well done!
Always 👍 so much value here 😊
this is my first time on this pod however I had plans to see before. I really like you guys picking interesting stuff and not focus too much on dilemas such as Elon vs OpenAI. It;s worth to mention but not worth to deep dive.
Definitely you have me on next episodes!
great job folks!
You two are the best!!
Great conversation as always , a quick comment for the suggestion box if I may. While the market recap at the end is great, it would be very interesting to hear an entire episode of each of your thoughts on which publicly traded companies are offering the most exciting products/services/solutions (whatever) at this early stage of the ai game. Besides NVDA and META, and while we all realize it’s not investment advice and recommendations hearing your thoughts on the most exciting up and comers would not only be insightful but also fun in hearing how you’re mentally framing the future as well from an investment perspective. Great job again thx
Came to pod from Hyperchange recommendation. Enjoyed the content.
Shout out to Hyperchange pointing in this direction. Whew was I impressed with the in-depth discussion on FSD and open source AI. 🎉
Best new pod!
Loved every segment!
Great episode. Great insight into how Tesla has guts to rebuild from scratch. Back in 2022, karpathy also spoke about focusing only on cameras and throwing all other sensors out.
Can y’all make sure you do some sort of macro outlook every episode? There is few people I trust more to listen to.
Dropped everything to listen 🎉❤❤❤
awesome podcast. love love it.✌👌🙌
BG2 are the Hitters... Top of the food chain
Awesome podcast, thank you!
Great talk, good to see more ppl sharing their insights/ understanding of Tesla‘s approach. Different explanations help for a better all round understanding thus helping more ppl to gain insights.
As Edison(?) said 1% inspiration, 99% transpiration… there is just a lot of work in getting a great idea to work. This in combination with all the right technologies being available and affordable to support the execution
i love this podcast. a ture gem
Awesome podcast! Love it!
Great Pod!!!
AllIn must feel pressure now that these 2 top guns have their own show! Long live BG2 🤩
Only makes All-In better. Watch the Episodes before this pod launched to now it is launched. We, the audience, are the winners!
You guys are awesome
Been waiting for the pod! 1st🔥💯
beat All IN PODCAST!!!!Game on Bill and Brad!!!
This is so much better than All-In! My #1 podcast. Please, keep 'em coming.
All-in out. Bg2 in
Great episode and the pod keeps getting better and better!
The debate about Delaware vs. Elon might have been clearer if you had highlighted that the judge's main concern wasn't Musk's pay but the process of setting his compensation due to his close connections with the Tesla board and lack of independence.
Thanks guys
niceee. a must watch
Gali from Hyper change brought me here!
Great show
Excellent episode 💪🏻
What's each of yours' favorite podcasts at this moment? Thanks for the great content!
Ikr 😂 “what do you read / listen to everyday”
Excellent thanks
Thanks Gali!
Excellent