WEBVTT

00:00:00.000 --> 00:00:02.237
Tesla is obviously about uh sustainable

00:00:02.320 --> 00:00:06.717
technology and uh and and also at this

00:00:06.800 --> 00:00:08.877
point we've we've sort of added to our

00:00:08.960 --> 00:00:11.917
mission sustainable abundance.

00:00:12.000 --> 00:00:15.837
So with robotics and AI

00:00:15.920 --> 00:00:19.437
um this this is really the path to

00:00:19.520 --> 00:00:21.917
abundance for all. If you say, you know,

00:00:22.000 --> 00:00:24.077
people often talk about

00:00:24.160 --> 00:00:27.917
uh solving global poverty or essentially

00:00:28.000 --> 00:00:31.517
how how do we make give everyone a very

00:00:31.600 --> 00:00:33.757
high standard of living? I I think the

00:00:33.840 --> 00:00:37.677
only way to do this is AI and robotics.

00:00:37.760 --> 00:00:41.677
Um which which doesn't mean that it is uh

00:00:41.760 --> 00:00:45.757
without its issues. I mean there's we
need to be very careful with AI. We need

00:00:45.840 --> 00:00:48.397
to be very careful with robotics. We

00:00:48.480 --> 00:00:50.477
don't want to find ourselves in a James

00:00:50.560 --> 00:00:53.597
Cameron movie. Uh,

00:00:53.680 --> 00:00:58.077
you know, Terminator, >> he's
he's great. Great movies. Love his

00:00:58.160 --> 00:00:59.357
movies, but but we don't want to be in

00:00:59.440 --> 00:01:02.637
Terminator, obviously. Um but but if you

00:01:02.720 --> 00:01:06.557
have um ubiquitous AI that is

00:01:06.640 --> 00:01:09.117
essentially free or close to it and

00:01:09.200 --> 00:01:12.717
ubiquitous robotics uh then uh you will

00:01:12.800 --> 00:01:17.037
have an an explosion
in the in the global economy

00:01:17.120 --> 00:01:20.237
an expansion in the global
economy that is truly

00:01:20.320 --> 00:01:22.317
beyond all precedent.

00:01:22.400 --> 00:01:25.757
>> Elen can that expansion be broad? Yes.

00:01:25.840 --> 00:01:28.557
>> Or is it narrow and how can that be

00:01:28.640 --> 00:01:32.797
created? How can it
broaden the global economy?

00:01:32.880 --> 00:01:37.917
>> Yeah, it's I mean I
mean a way to think of it is

00:01:38.000 --> 00:01:43.117
that if you have a large number
of humanoid robots um the economic output

00:01:43.200 --> 00:01:48.237
is the average
productivity per robot times

00:01:48.320 --> 00:01:49.437
the number of robots,

00:01:49.520 --> 00:01:53.597
>> right?
Um and and actually my prediction

00:01:53.680 --> 00:01:56.397
is in the in the benign scenario of the

00:01:56.480 --> 00:02:01.037
future that we will the robots we will
actually make so many robots in AI that

00:02:01.120 --> 00:02:03.357
they will actually saturate all human

00:02:03.440 --> 00:02:05.917
needs. Meaning you won't be able to even

00:02:06.000 --> 00:02:08.077
think of something

00:02:08.160 --> 00:02:10.957
to ask the robot for at a certain point

00:02:11.040 --> 00:02:13.357
like like there will be such an

00:02:13.440 --> 00:02:15.917
abundance of goods and services

00:02:16.000 --> 00:02:19.437
because the my prediction is there'll be

00:02:19.520 --> 00:02:24.477
there'll be more robots than people. So
>> but how do you then have human purpose

00:02:24.560 --> 00:02:28.237
in that scenario? >> Yeah,
I mean you know there are

00:02:28.320 --> 00:02:30.477
nothing's perfect, you know. [laughter]

00:02:30.560 --> 00:02:32.637
Um

00:02:32.720 --> 00:02:35.757
but I mean I mean is it it is a a

00:02:35.840 --> 00:02:38.637
necessary um

00:02:38.720 --> 00:02:40.557
like you can't have both. You can't have

00:02:40.640 --> 00:02:44.637
work that has to be done uh um and uh

00:02:44.720 --> 00:02:49.277
amazing abundance for all.
Um because if it's if it's work that has

00:02:49.360 --> 00:02:53.517
to be done then then then you and and only
some people can do it then then you

00:02:53.600 --> 00:02:54.957
you you can't have abundance.

00:02:55.040 --> 00:02:55.677
>> Then it's narrow.

00:02:55.760 --> 00:03:00.557
>> It's narrow. Exactly.
So, um, but if you

00:03:00.640 --> 00:03:05.437
if you have billions of humanoid robots,
and I think there will be, um, then I

00:03:05.520 --> 00:03:06.877
think I think everyone on Earth is going

00:03:06.960 --> 00:03:09.757
to have one and going to want one. Um,

00:03:09.840 --> 00:03:12.717
because, uh, you who wouldn't want a

00:03:12.800 --> 00:03:16.157
robot to, you know, um, assuming it's

00:03:16.240 --> 00:03:18.477
very safe, uh, watch over your kids,

00:03:18.560 --> 00:03:21.597
take care of your pet. Uh if you have

00:03:21.680 --> 00:03:25.757
elderly parents, uh a lot of friends
of mine said they have elderly parents.

00:03:25.840 --> 00:03:27.997
It's it's uh very difficult
to take care of them.

00:03:28.080 --> 00:03:30.477
>> Expensive. >> Yeah,
it's expensive and it's expensive

00:03:30.560 --> 00:03:33.997
and there just aren't enough people
to take care of the there aren't enough

00:03:34.080 --> 00:03:36.317
young people to take care
of the old people, >> right?

00:03:36.400 --> 00:03:40.317
>> Um so if you if they um if if you had a

00:03:40.400 --> 00:03:45.357
robot that could take care of and
protect an an elderly parent, I think

00:03:45.440 --> 00:03:47.037
that would be great. That would be an

00:03:47.120 --> 00:03:50.397
amazing thing to have. Um and and that I

00:03:50.480 --> 00:03:54.797
think we will have those things.
So I mean overall I'm I'm very optimistic

00:03:54.880 --> 00:03:56.237
about the future. I think we're headed

00:03:56.320 --> 00:03:59.917
for a future of amazing abundance. Uh

00:04:00.000 --> 00:04:04.157
which is very cool. Um and uh and and

00:04:04.240 --> 00:04:09.597
definitely [clears throat] we are in
the most interesting time in history. Um

00:04:09.680 --> 00:04:13.357
I don't think there's more a more
interesting time in history. So,

00:04:13.440 --> 00:04:16.077
>> can we uh can you
and I reverse aging in

00:04:16.160 --> 00:04:21.437
this new history or or
or are we going to see it?

00:04:21.520 --> 00:04:23.037
>> You know, I haven't I haven't put much

00:04:23.120 --> 00:04:26.397
time into uh the aging stuff. I I do

00:04:26.480 --> 00:04:28.717
think it is a very solvable problem like

00:04:28.800 --> 00:04:33.517
like you can I think when
when we figure out what

00:04:33.600 --> 00:04:36.557
causes aging, >> I think
we'll find it's incredibly

00:04:36.640 --> 00:04:41.037
obvious. It's not a subtle thing. Um,
the reason I say it's not a subtle thing

00:04:41.120 --> 00:04:43.517
is because all the cells in your body,

00:04:43.600 --> 00:04:45.757
you know, with some pretty much age at

00:04:45.840 --> 00:04:48.397
the same rate. I've never seen someone

00:04:48.480 --> 00:04:51.437
with with an old left arm and a young

00:04:51.520 --> 00:04:56.557
right arm ever in my life. >> Um,
so why is that? That means that

00:04:56.640 --> 00:04:59.197
there must be a clock,
a synchronizing clock, >> right,

00:04:59.280 --> 00:05:02.237
>> that is synchronizing
across 35 trillion

00:05:02.320 --> 00:05:07.917
cells in your body. Um and uh

00:05:08.000 --> 00:05:11.597
you know the but there is some benefit

00:05:11.680 --> 00:05:14.637
to death by the way. It's like there's

00:05:14.720 --> 00:05:19.357
there's a reason why we don't actually
have a longer lifespan. Uh because if

00:05:19.440 --> 00:05:23.117
you if you have if people do live
forever for very long time I think

00:05:23.200 --> 00:05:25.677
there's some risk of an oification of

00:05:25.760 --> 00:05:28.637
society of of things just getting kind

00:05:28.720 --> 00:05:34.957
of locked in place. Um and uh

00:05:35.040 --> 00:05:39.597
you know it it just may become um

00:05:39.680 --> 00:05:42.797
stalifying just not uh lack lack

00:05:42.880 --> 00:05:45.677
vibrancy. Um but but that that that said

00:05:45.760 --> 00:05:49.437
do I think we'll figure out ways to

00:05:49.520 --> 00:05:52.797
extend life and um and maybe even

00:05:52.880 --> 00:05:56.637
reverse aging.
I think that's highly likely.

00:05:56.720 --> 00:05:59.117
>> I'm looking forward to that.

00:05:59.200 --> 00:06:03.197
>> Yeah. Uh so um in the future that you

00:06:03.280 --> 00:06:05.357
talk about AI models, autonomous

00:06:05.440 --> 00:06:08.397
machines, rockets depends on massive

00:06:08.480 --> 00:06:11.437
increases of compute, massive increases

00:06:11.520 --> 00:06:15.117
in energy, expensive energy,

00:06:15.200 --> 00:06:17.677
manufacturing scale,

00:06:17.760 --> 00:06:19.677
what are the bottlenecks to to get

00:06:19.760 --> 00:06:23.117
there? And once again with all that

00:06:23.200 --> 00:06:25.597
expenditures again, how can we make sure

00:06:25.680 --> 00:06:30.560
that it's broadened, not narrow?

00:06:31.440 --> 00:06:34.077
Um [clears throat]

00:06:34.160 --> 00:06:39.277
I I just think the natural thing is it's
going to be very broad because uh AI

00:06:39.360 --> 00:06:43.357
companies will seek as many customers
as they possibly can and the cost of AI

00:06:43.440 --> 00:06:45.517
will get is already very low and it's

00:06:45.600 --> 00:06:48.557
it's plummeting every year. I mean you

00:06:48.640 --> 00:06:52.717
almost the cost of AI is almost
ch meaningfully changing on a

00:06:52.800 --> 00:06:55.917
month-to-month basis.
>> There's open there's open models now

00:06:56.000 --> 00:06:59.777
everywhere. Yeah. >> Yes.
very there's open models um

00:06:59.860 --> 00:07:03.757
[clears throat] and the open models only
lag they're maybe a year behind right

00:07:03.840 --> 00:07:05.597
the the private the sort of closed

00:07:05.680 --> 00:07:06.717
models

00:07:06.800 --> 00:07:12.157
>> um so so I I think the the the ai

00:07:12.240 --> 00:07:15.997
companies will seek as as many customers
as possible which means they'll seek

00:07:16.080 --> 00:07:19.277
they'll provide AI to the world >>
but the cost of getting to there the

00:07:19.360 --> 00:07:21.917
compute the chips

00:07:22.000 --> 00:07:28.077
um the fab um the powering ing that to

00:07:28.160 --> 00:07:30.877
me what are the what are
the you know those are huge

00:07:30.960 --> 00:07:35.357
>> the limiting factor yeah I think the
limiting factor for um AI deployment is

00:07:35.440 --> 00:07:38.957
fundamentally electrical power >>
it's just right [clears throat] it's

00:07:39.040 --> 00:07:40.237
energy

00:07:40.320 --> 00:07:43.597
>> yeah yeah um I mean
we're seeing the the

00:07:43.680 --> 00:07:46.077
rate of AI chip production increase

00:07:46.160 --> 00:07:47.997
exponentially but the rate of

00:07:48.080 --> 00:07:51.037
electricity being brought online is uh

00:07:51.120 --> 00:07:55.597
>> 3% 4% a year max >> yeah
it's clear that we're we're for

00:07:55.680 --> 00:07:57.517
we're very soon, maybe even later this

00:07:57.600 --> 00:07:59.757
year, uh we'll be producing more chips

00:07:59.840 --> 00:08:05.600
than we can turn on except for