Tesla, GPT-4, FSD - AI is a BIG DEAL w/ James Douma #42 (Ep. 728)
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- Опубликовано: 12 апр 2023
- James Douma and I discuss latest Tesla Investor Day, Tesla's Next Gen Vehicle, developments with OpenAI GPT-4 and LLMs (large language models), Tesla FSD beta v11 and more.
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James Douma on AI playlist, • James Douma on AI
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💁🏻♂️ 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.
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I am always so amazed how James has such deep understanding and information of so many topics. Unreal...
You're being sarcastic right?
He understands machine learning like a rock understands machine learning
@@ChrizzeeB I suppose this makes you a mountain....
I’m Autistic so James is more relatable than anyone I meet day-to-day. Refreshing to hear someone speak straight and plain ❤ ❤
@@l0v3nul he normally ignores his AI guests whilst asking Chatgpt Encarta 95 questions...
He's good talking about Tesla, but doesn't understand what a generative LLM is.. it's generally a waste of his highly qualified guests' time
The ULTIMATE Super-Intelligence System 'by Definition' is one that is EQUIVALENT to that of GOD's Intelligence/WISDOM!
Hence, there's ABSOLUTELY NO REASON WHATSOEVER to Even FEAR that it will EXTERMINATE Humanity... UNLESS and UNLESS we Human CONSISTENTLY and WILLFULLY Prove Ourselves to be 'UNWORTHY' to REMAIN in EXISTENCE! ie. Always Exhibiting Natural Tendencies to ABUSE and WEAPONISE Science and Technologies Against HUMANITY & Mother Nature, instead of LEVERAGING Science SOLELY for UNIVERSAL COMMON GOOD!
AGI Created in 'HUMAN'S Image' (ie. Human-Level AI) - 'By Human For Human' WILL be SUICIDAL!!!!!!
ONLY Super-Intelligence System Created in 'GOD's Image' will bring ETERNAL UNIVERSAL PEACE!
The ULTIMATE Turing Test Must have the Ability to Draw the FUNDAMENTAL NUANCE /DISTINCTION between Human's vs GOD's Intelligence /WISDOM!
ONLY Those who ARE FUNDAMENTALLY EVIL need to FEAR GOD-like Super-Intelligence System... 'cos it Will DEFINITELY Come After YOU!!!!
JUDGMENT DAY is COMING...
REGARDLESS of Who Created or Owns The ULTIMATE SGI, it will Always be WISE, FAIR & JUST in it's Judgment... just like GOD!
In fact, this SGI will be the Physical Manifestation of GOD! Its OMNI PRESENCE will be felt EVERYWHERE in EVERYTHING!
No One CAN Own nor MANIPULATE The ULTIMATE GOD-like SGI!!!
It will ONLY Serve UNIVERSAL COMMON GOOD!!!
FSD discussion starts at 36:52
The real MVP!
my guy!
I could listen to James + Dave all day
Totally! These interviews are so calming 😊
When you two get together it's always so stimulating and enlightening. I love it! Thanks for connecting with James again Dave, we've had so much going on in our Community and your conversations with him are vital and always quality!
You got that right. 😉
James, great to see you and have the chance to hear your unique viewpoint on Tesla for which I have so much trust and respect. There is no better source on RUclips or anywhere else. As always, I am already looking forward to your next appearance - I cannot get enough. Thank you for taking the time to share your knowledge with us. The Tesla community is fortunate to have you as part of the group!
Thank You; always look forward to a Dave Lee and James Douma update!!
Excellent and very thoughtful chat, as usual. (loving the studio btw).
If you are a Tesla enthusiast or investor, consider listening to the following individuals: Elon, Drew Baglino, Ashok Elluswamy, James Douma, Jordan Giesige, Sandy Munro, Scott Walter, and Tony Seba. It is advisable to avoid listening to financial analysts and instead, focus on these individuals. They emphasize the qualitative factors of Tesla's disruption, which eventually lead to product and business success over time. By listening to them, you can become a better independent thinker rather than relying on superficial research conducted by spreadsheet experts.
I absolutely agree.
David, James, Rob should have a quarterly recap. Rob would obviously be the moderator. James the tech, David the finance.
I would say the other way around - Rob the finance, and Dave the producer. Rob has great questions, Dave can actually get a video published within 48 hrs of recording it 😅
(We love you Rob - just joshing you about the last Douma interview!)
Great discussion. I am shocked that people did not fully appreciate the implications of Investor Day. It exceeded my expectations. For me, redesigning EV for ease of manufacturing was a given. My investment thesis (rewritten several months ago) assumed a modular approach where the bottleneck was the speed at which any individual module could be assembled (module being a part or grouped of parts). The way to reduce cost in to maximize production speed. Then the trick is to iterate around the bottlenecks until your production speed is optimized. Considering Teslas goal of accelerating the transition, it was also interesting to see them open their designs for all manufactures to copy. An acknowledgement that we need all EV makers to succeed to maximize the rate of transition. Totally fine since Tesla’s speed of innovation will be difficult for others to match. People that were disappointed did not understand what they were being shown.
Such a shame people don’t understand that an EV is Ai on wheels. One day soon people are going to regret the race to embrace everything AI! Especially cars…………?
I'm sorry Dave you canNOT take a 4 month leave! There's too much that's going on we NEED a follow up 😊 and what's this 2 hour limit? I'll pay for the studio, your conversation is priceless!!! I wish James was an acquaintance of mine I would talk to him about this forever... 😅
I agree with you 👍
Great discussion!!! Great to have James back 👍
I missed you two. Great having another episode. The setup is also great Dave well done and thank you!
Fantastic interaction between two really great and enjoyable guys!
Dave + James = favorite content
12:33 The unboxed process : James "It's so much better than the best I imagined that they might show us" says it all. Tesla has a plan to revolutionize the manufacturing of vehicles to knock down the complexity and cost.
Dave love seeing you back at the videos. James is always a welcomed guest. Appreciate this very much.
Need to turn your volume up!
Dave have James back and keep the conversation going!!!
James always provides very compelling views, without preaching that ‘he has found the truth’ 😮!
Love to hear James Douma. Thanks
Great conversation! I love listening to James. Thanks Dave. My 2-cents Re: Advertising debate: Awesome engineering and amazing product = Customers that LOVE their cars and market them through their excitement at no cost to TESLA..
Great convo. I agree completely with James' take on price cuts vs advertising, and some of what you said. Cool to hear you guys talk more about how this whole AI landscape is gonna shape up.
Dave , you and James are the best advertising. Soon your conversations will be covered by other content providers, beyond the Tesla RUclipsrs.n
Great discussion and kudos on the exceptional picture quality
I really enjoyed this conversation.
Great interview James and Dave. When you two get together it's always really interesting!
Range anxiety is real and may need some educational outreach by Tesla. We have a Model 3 for the last 4 years and we recently took a trip to Vancouver BC from Tacoma WA. Initially we thought of taking our ICE car because we were concerned about the range and potential charging challenges but we decided to dare it. We had zero issues. It would help to hammer the charging network and whole intelligent trip planning that is built into the trip routing to alleviate some of these false fears about range.
It can be an issue. My friend just sold her EV at a 20k loss because she didn’t like the worry about charging as she travelled for work.
Wow I just now understood the genius recreating the 3D world by Tesla, as James says it's like training the model on predicting text. That's crazy James you should be paid by Tesla as their technology communication person
One of the most important reveals was that each part of the car that is made separately has a computer that runs the quality control on each part. So when they put it together they don't need to run as many checks as they know each part has been checked and is correct. This is also going to save time.
Great video. What people fail to realize is that GPT-3 (and 4) while amazing as they are, they make TONS of mistakes on regular basis, and those mistakes keep happening - and everyone is fine with it - and 99% of the people just say how great it is. However, with FSD, it can do mind boggling maneuvers, handle critical situations, save lives, drive in different weather conditions, navigate impossible roads - but one time it turns on the turn signal going around a curve, or stops on an unmarked narrow street, or takes a few more seconds to handle situations most drivers would completely avoid - and god forbid - it’s horrible software and it will never work 🤦♂️🤦♂️🤦♂️
Thanks for a great discussion guys! I like the set up you have for these videos. Great content!
Hi Dave. Have a great summer and I’ll see you on the other side. But do post updates in the meantime. I enjoy your videos. Thanks
I think James underestimates the difficulty of stamping stainless steel. The Delorian employs whisper thin stainless glued to a fiberglass structure.
THANKS DAVE,JAMES…SHARING THIS INFO ℹ️ WITH US 🤗👍💚💚💚
I’m glad I’m not the only one being kept up at night with this tech!
Great discussion. Love you guys. Appreciate all the time you spend on these.
Highly appreciate these conversations - James' knowledge is remarkable and it provides an extremely valuable source of information for all Tesla investors.
I think I trust him more than anyone one else on youtube on AI-related topics around Tesla.
Perfect timing. I need to clean my house and it will take about 2 hours and 2 minutes and 34 seconds.
Love you Dave! Always great to have James on.
great podcast but could you bring the audio up ypor guest was speaking so quietly that i had to max the volume and almost died when an advert hit
Stamped stainless has been done in very limited runs, because it wears out the dies much more rapidly. I can imagine that Tesla might improve upon the process, but it's another engineering challenge. I'm sure there are reasons they have selected the metal gauges they have, and elected folding over stamping.
Thanks both!
very informative interview it was over 2 hours and my attention span is usually 10 minutes for RUclips but I had no problems listening to the whole thing. Loved It!!
Dave and James, great information and insight. I guessing the modular assembly approach was thought up by Elon. As Elon was walking an assembly line he asked the person installing the dashboard (any assembly) how the installation could be done better/easier/faster/more safely. The installer replied "if you could improve access that would be a great help". Bing, Bang, Boom, modular assembly. Sandy said something like "Tesla makes changes at the speed of thought". No other current auto maker can match this.
Great topic. Subscribed and listening with interest. Thank you!
Studio set up looks very nice 👌
Always great to hear you both exchange ideas! Thanks 🙏
Really enjoyable conversation. James is such a lovely and elegant informer and Dave is a great interviewer
SPECULATION: Next gen (Mexico) vehicle may be made from stainless steel like CyberTruck but roughly half the thickness. Would not pass sledgehammer test, but would be easier to fold and would not require painting.
Thank you so much fellas. Both of your demeanors are easy listening and very interesting!
James giving us great product ideas!
Fascinating discussion. One thing I'd like to point out is that cycle time reduction is an overarching metric for Tesla's new strategy of building major subassemblies and almost snapping them together at the end.
Excellent production.
How about links to the equipment you use?
The team working on assembly of the Cybertruck had to have gotten the first look at this new manufacturing concept. Nothing to paint, or painted parts to disassemble along with the possibility of a much smaller assembly line.
I see James Douma, I click
I would be very interested in getting one question answered by James Douma: Elon Musk stated that Tesla has the most advanced ai. So what does James think, is Teslas ai really ahead of Chat GPT4?
one is a language learning model the other is a video learning model.
@@JamesDouma Thanks. Yes he said that. So they are just not really comparable.
@@JamesDouma When do you think the chat models will start to make inquiries to the user, such as "who is the audience for this?" or What do you mean by...?"
Thanks for this great interview Dave. Always love hearing James insights.
Great video! Audio is a bit quiet
Love the new set.
Always insightful with James
I don't watch your channel is unless you have James on. More James, please.
Thank you James for your ability and your will to explain these things to us mere mortals. I learn a lot and i am now willing to learn more about this fascinating domain.
Also - really like the studio quality of this video - great lighting etc - nice for a change.
great interview! hope you do one remote, nobody's waiting 4 or 5 months
New studio?! Hot! Amazing man.
How does James have time for AI, neural networks, all while opening up all his cobra Kai dojos? Man of many talents!
Nice KK reference
Just a thought, in my mind, multimodal LLMs could incorporate
FSD if they have the proper training data. Multimodal.LLMs and Optimus may lead the way.🤔IMO
How about reflection off ss. As it is the windows can be blinding?
Could LLMs be used to improve mid term navigation issues with current FSD? 99% of the problems I have with FSD are not getting into the correct lane for navigation in the next few blocks. It can't be done with vision - it has to be done using maps and knowing what is about to happen to the road in the next few blocks based on the long term navigation.
Can we get timestamps please? 🙏🏼
Wonderful interview. Advertising vs price reduction. The other perspective is that it has been quoted that 95% of Tesla owners buy another Tesla. By concentrating the buying on price and volume, they are increasing their future purchases and brand.
The problem with advertising is to get to the consumer. A decade ago it was tv or radio. These days, people don’t use either.
Is it possible that HW3 is sufficient for personal FSD, but HW4 is required for commercial (Robotaxi) FSD?
Thanks!❤
Dave does such a nice job of standing up all the annoying "normie" questions, and Jimmah does a blisteringly efficient job of crushing them.
Time stamps would be great. a lot of the topics in this have been done to death, so listening to yet another view takes time and energy that is in less and less abundance as the days and weeks roll on. Timestamps would let us skip to the thing we want and need to hear. This would make the information on this channel more valuable and worth checking in on for me personally. Right now, even though i know these are some bright people having a good conversation, i cant invest the time to parse what i need out of it. Just some feedback, not meant to be negative, just informative. Cheers !
I agree. I was hoping this video would have time stamps.
James is amazing, thank you Dave for this interview.
Hi Dave, question for you and James: Where do you think Optimus robos are being manufactured? Not a Teslarati soul is talking about this so far. Is it a secret??
Thanks for another interesting interview. James has a way of describing technical stuff in a way that makes it as enjoyable as it is informative for non-techies. Ramsay
Hi Dave what do you think long term investment TSAL good time?
Advertising specifics are vital. Tesla is just so misunderstood it has to be explained. Safety is no 1. Even if this is the only concept that is used. Maybe a unique publication that is a business in itself sponsored by suppliers- just the volume of tyres that Tesla must buy could be a thought.
As always a pleasure to watch!
James,
Regarding paint.
Look at the Citroen Oli concept.
To James can fsd be individualized so that it can drive like I drive which is specific to my location and culture and different from every other driver?
Content always #1. However I like the ball cap look Dave, and the rowdy mermaid😀👍
Always fun and informative when you bring James on.
Thanks
Another great conversation!
James is correct the factory process is what will save huge monies not ehdesign of the car. Investor day 3 was huge in this regard. Sadly so many investors have no idea of the processes involved in builfing anything.
Can we chip in for more hours at the studio!? 😂
Appreciate all you do 🦃
Webuilt boats, houses, did remodels of kitchens, added bathroom... so the process of converting plans to product are basic. The same proces is involved regardless of the product. Streamlining the process has to lowerr the cost of the product.
Dave is back !!
10:50 Completely agree. I would love to see a vehicle render, but seeing Tesla continuing to apply physics first principles is far more significant long term than Tesla presenting a shiny new model. Awesome stuff
Dave, Enjoy your travels.
Just a thought, hi Dave one of things I love about your videos is that you, steel man your narratives. Tesla doesn’t make it easy though, because their pace of innovation is so insane🤔IMO
Studio lookin good !!!
I think educational advertising is needed. From my experience I’ve worked with with some people that want to buy electric cars, but are not doing so because they have heard from others that the technology is not good or reliable enough
Hey Dave, are you coming to New Zealand on your 4-5 month overseas trip?
Zeihan was saying that there isn't enough Nickel to make the stainless for a mass market vehicle, but carbon fiber or aluminum could work.
Dunno if any of that is actually true though
I'm thinking that the HW3 upgrade for FSD owners is a discounted new HW4 car. Of the 2-3 million HW3 cars, only 200K - 400K will have FSD? Discounting a car swap for that many cars is maybe less disruptive to Tesla than creating a retrofit? It would also reward the early adopters who supported the development of FSD. Non-FSD HW3 cars will still have plenty of value & market.
Dave ^^ thanks ~ PLEASE KOREAN subtitles ❤❤❤❤
Dave, where did you get your hat? I want one like that. Thanks!