Elon Musk Predicts AGI, Self-driving, Unlimited Energy, Robots Coming SOON
Summary
TLDRElon Musk was interviewed at Bosch Connected World about AI and electric vehicles. He discussed how full self-driving cars are close to being fully autonomous, which could increase car utility 5x. He also noted AI compute power is increasing exponentially, with no technology advancing faster, leading to potential electricity shortages. Musk touched on humanoid AI robots like Tesla's Optimus being built, hoping they'll be friendly to humans. While excited about the AI revolution, Musk admitted it depressed him before, worried AGI could take over if allowed to exceed human intelligence. Overall he believes AI will massively boost productivity across industries.
Takeaways
- 😲 Elon thinks full self-driving capability is coming very soon
- 🔋 AI compute power is increasing exponentially - 10x every 6 months
- 🤖 Elon is working on humanoid robots that can do almost anything humans can
- 💡 Productivity will increase dramatically across many fields due to AI
- ⛽ Elon predicts a future shortage in electricity to power AI chips
- 🔌 He also predicts a shortage in step-down transformers to power AI chips
- 📈 Nvidia's growth shows the scale of investment in AI hardware
- 😨 Elon has worries about AI taking over from humanity
- 🚘 Car usage may increase 5x once full autonomy is achieved
- 🏭 Bosch is making big investments in AI for industrial applications
Q & A
What does Elon Musk say about the current state of self-driving car technology?
-He says self-driving cars are quite close to being fully autonomous, meaning they could take someone to the airport with no human interventions, using only cameras and artificial intelligence.
What does Musk predict will be the next shortage after chips to power AI systems?
-He predicts that after the chip shortage, the next shortage will be voltage step-down transformers to provide power to all the AI chips.
Why does Musk think the utility of passenger vehicles will increase dramatically with self-driving cars?
-Because self-driving cars could be used as robotaxis when not being used by their owners, increasing usage from about 10 hours to 50-60 hours per week.
What does Musk say about the speed of advancement in AI compute power?
-He says AI compute appears to be increasing by a factor of 10 every 6 months, faster than any technology advancement he has ever seen.
What does Musk think about the potential for humanoid robots?
-He says companies like Tesla are working on humanoid robots capable of doing almost anything a human can do, but he hopes the robots will be nice to humans.
Why was Musk depressed about AI advancement at one point?
-Because he was worried AI could become so advanced that it takes over from humans, but he decided he would rather be alive to see that happen than miss it.
How does Musk think AI will affect productivity?
-He thinks AI will massively increase productivity across every field, from manual labor to supply chain logistics.
What past technology revolution does Musk compare the rise of AI to?
-He says we are at the edge of what could be the biggest technology revolution humans have ever experienced.
Why does Musk think there could be an electricity shortage to power AI systems?
-Because the compute power needed for AI is growing exponentially, far faster than infrastructure growth, so at some point there may not be enough electricity to power it all.
What does Musk see as the constraint after electricity for powering AI advancement?
-He jokes that the next constraint after electricity shortages will be exceeding the mass of the universe, since exponential growth can't go on forever.
Outlines
🤖 Elon discusses the progress of self-driving cars and AI
Elon talks about how self-driving car technology is close to being fully autonomous using just cameras and neural nets. He explains how this is creating an artificial general intelligence that has to understand everything around it. He predicts self-driving will profoundly change the world by increasing car utility 5x since they can become taxis when not in use.
🔋 Elon forecasts shortages in AI compute elements
Elon discusses the exponential growth in AI compute and how it will inevitably hit physical constraints. He accurately predicted chip and transformer shortages in the past. He now forecasts a shortage in electricity to power AI chips within a year.
😊 Elon hopes future AI robots will be nice to humans
Elon mentions humanoid robots like Tesla Optimus that can do most human tasks. He jokes that he hopes the robots will be nice to us. He reconciles his worries about an AI apocalypse by concluding he would rather be alive to witness it, even if AI takes over from humans.
⚡️ Potential electricity shortage and transformer opportunity
Elon thinks cars will shift from 12V to 48V systems which use much less copper. He predicts electricity and then step-down transformers will be the next shortages as AI compute scales exponentially. He sees potential in transformers needed to handle high power draw.
Mindmap
Keywords
💡Self-driving cars
💡AI compute
💡Transformers
💡AGI (Artificial General Intelligence)
💡Job loss/transformation
💡Robotics
💡Self-driving car benefits
💡Exponential growth
💡AI apocalypse
💡Infrastructure race
Highlights
Self-driving cars are extremely close to being fully autonomous
Self-driving technology will profoundly change the world
AI compute is advancing faster than any technology ever
There is currently a massive chip rush for AI compute
Humanoid robots capable of doing almost anything humans can do are being developed
AI will dramatically increase productivity across every field
We are at the edge of the biggest technology revolution ever
AI growth cannot continue exponentially forever
Shortages in AI hardware will continue to cascade
Higher voltage systems are the future of electric vehicles
Infrastructure must keep pace with exponential technological growth
AI may take over from humans, making the future uncertain
Productivity gains from AI will offset jobs lost initially
AI electric demand may cause electricity shortages
Step-down transformers will be the next hardware bottleneck
Transcripts
welcome big hand to Elon
Musk thank you thank oh how are you good
fantastic we have we have had two we
have two days of AI and geni and
whatsoever but you look real my head is
very big in the screen added reality too
I suppose we have had so much talk about
AI in these two days so we need your
opinion what do you think about the next
5 to 10 years on AI please give us a
artificial insemination elligence what
do you think about that
okay but try try audience I say um yes
artificial intelligence is is is
certainly going to profoundly change the
world one of the most significant ways
is self-driving so we've been putting a
lot of effort into self-driving
technology for cars you you don't see it
quite as much in Europe because we we
first have to make it work in the US
before we increase the complexity of TR
of make it elsewhere in the world but I
think we're quite close to having the
car be fully autonomous so for example
like right now I could I'm in Austin and
if I went to drive say to the airport
the car could take me to the airport
with no interventions using and all it's
using are digital neural Nets other
words artificial intelligence and ceras
so there's no lar radar nothing and in
fact if you think about how humans drive
cars humans are biological neural Nets
and we use eyes so it's the eyes and
biological neur Nets the analog is
digital the analog for digital is
cameras and digital neural Nets this is
working remarkably well the it has been
quite difficult to do this because turns
out that in order to use in order for
this to work the car has to really be
quite fully intelligent really as as a
subset for example has to learn how to
read everything and and and how to
assess intention among drivers and
pedestrians so it's it's you're end up
creating sort of a baby artificial
general intelligence to solve this but
this will obviously be extremely
profound and OB I'm talking about
Automotive here I'll get into the
broader question in a minute but the the
average use of a passenger vehicle is
only about 10 hours per week out of
hours the point at which it is
autonomous I think You' see probably a
third of the hours being used because it
would be like a taxi maybe my guess is
like 50 to 60 hours which means that the
utility of a passenger vehicle would
increase by uh a factor of five and this
this is gigantic but we'll see so that
that's the one motive then there's what
people have think have certainly
experienced online where you can ask it
a question and ask for an essay or a
picture or to understand a picture and
that is progressing rapidly what what
I'm seeing in terms of AI compute is
I've never seen any technology Advance
faster than this the the artificial
intelligence compute coming online
appears to be increasing by a factor of
10 every 6 months like obviously that
cannot continue at at such a high rate
for for ever or or will exceed the mass
of the universe but I've never seen
anything like it and this is why you see
nvidia's market cap being so gigantic CU
they currently have the best neural net
chips I mean I think the didn't nvidia's
market cap exceed the GDP of Canada or
something recently anyway was quite high
so yeah you know it may go higher who
knows chip Rush is bigger than any Gold
Rush that has ever existed so and then
there will also be robots like humanoid
humanoid robots not not just sort
industrial industrial industrial robots
are of course familiar with you use
industrial robots we use industrial
robots everyone does but they're
programmed explicitly and they they
don't walk around but Tesla with for
example the Optimus program is making a
humanoid robot that is capable of doing
almost anything a human can do um I mean
I hope I just hope the the robots are
nice to us you know we hope so we hope
so too youon that the robots will be
nice to us and maybe let's say in this
regard because you are working on what
can we expect of let's say support which
is going to come maybe also a little bit
with regard to production because in the
BOS connected world we were also
discussing application of AI gen AI into
production in order to Bo productivity
maybe a couple of thoughts on this one
too well the plus side of AI is that I
think productivity will increase
dramatically so across every field
whether it be manual labor to supply
chain Logistics there's already a lot of
movement to use chatbots like
sophisticated chatbots for customer
service for example where they can
answer quite quite complex questions
already but I mean I think we really are
on the edge of probably the biggest
technology Revolution that has ever
existed you know there's supposedly at
sort of a Chinese curse may you live in
interesting times Well we live in the
most interesting of times the most most
interesting and for for a while I was a
little bit it was making me bit a bit
depressed frankly cuz I was like well
will we be will they take over will we
be useless but then the way that I
reconciled myself to this question was
would I rather be alive to see AI
apocalypse or not I'm like I guess I'd
like to see this
uh you know that's a good thought going
to be boring that's a good thought
because you mentioned every six months
that's an exponential curve right
exponential curves are beautiful but
there's kind of a question where does it
ever end right do you see any end yet or
will it go on for 3 four five years like
this because then we talk 100 folds
right thousand folds of time yeah that's
why I said obviously yeah I mean you you
can't you can't grow at that rate
without quickly exceeding the mass of
the universe so clearly it's going to
hit some constraints the constraints
that AI compute and very predictive I've
actually predicted this over a year ago
so over a year ago the shortage was
chips neural net chips then it was very
easy predict that the next shortage will
be voltage step down Transformers so
it's you you've got to feed the power to
these things so if you've got 100 to 300
Kilts coming out of a utility and it's
got to step all the way down to you know
6 volts that's a lot of stepping down so
now we're in step down and this is my
not that funny joke which is that they
need Transformers to run Transformers
cuz you know the AI is like there's this
thing called a transformer in AI it's a
it's a neur a neural I don't know it's a
combination of sort of neural Nets and
they're running out of Transformers to R
Transformers then the next shortage will
be electricity so I think next year
you'll see the electricity that they
just can't find enough electricity run
all the chips I mean during the chip
crisis we certainly all did have many
contacts fortunately we were able to
master it together of course we all
would like uh to avoid a second chip
crisis but with regard to your to your
comment on on power demand we all know
today vehicles have 3 uh to 4 KW power
demand for the peripherals but this is
continuously going up and Tesla has
recently launched the Cyber truck which
I believe is mostly coming with 48 volt
do you see this as a let's say further
disruption of automotive industry
another technology change within
Automotive yeah I I think you know the
automotive industry has been living with
12 volts for a very long time a century
roughly I think it it started off as six
bolts and then they needed a a more
powerful starter motor and then they
doubled it to 12 volts although it's
it's actually more like 13.7 volts
you're right absolutely yeah and and the
bus voltage actually varies a lot for
those since probably some electrical
engineers in the audience like 12 volts
is a very rough approximation but it's
it's it's really it's really kind of a
arbitrary low voltage and if you look at
say power ethernet it's running at 50
volts or roughly 48 volts and we set it
at 4 48 volts because anything really
above that you start to run into
regulatory concerns and power ethernet
is like I said roughly at that level but
the advantage of obviously quadrupling
the voltage is that you can
substantially reduce how much copper or
conductor is used in the car so you can
use very small copper wires for you know
it's aough roughly a roughly a quarter
not exactly a quarter but roughly a
quarter as much as as much copper is
needed for 48 volts as 412 so I think
it's it's a logical move that's that's
really the next step for the low voltage
architecture for the car I think
ultimately long-term War car will be 48
it's it's interesting that many people
love electric vehicles and want to have
them but some are harmed by a missing
infrastructure that would be the same
actually as the thing we will have lots
of chips ready but we will have had the
power to to operate them there's a race
between infrastructure and Technology
right now and uh you're also certain
technology may win which is a problem
because actually infrastructure should
win we should have all the
infrastructure we need is that correct
yeah so thank you very very much thank
you very much and thank you extremely
for 15 years of partnership and work
together we're inspired Always by your
speed attitude or greatness and things
come out thank you very much to Elon
Musk all right and thank you for your
support very very much appreciate so
what you just saw there is Elon Musk
being interviewed at Bosch connected
world and if you're not familiar Bosch
is a German engineering conglomerate
they are massive and so they were
interviewing Elon Musk about everything
from AI to electric vehicles and I cut
out some of the electric vehicle stuff
cuz it's not as related to artificial
intelligence but there was still tons to
talk about with AI let me go over a few
points so first Elon Musk said
self-driving full self-driving for
everybody is actually really close now
he has said this a lot and he's been
wrong a lot we've been at about 80% of
full self-driving for many years now but
that last 10 to 20% is where it really
gets difficult but I tend to be a techno
Optimist and I actually do think that
full self-driving on any road anywhere
in the world is actually closer than we
think and there are a lot of benefits of
that one that he pointed out is that
currently usage of vehicles is probably
about 10% of their actual life so you
drive to work you drive to the store you
park and then you go home and most of
the time about 90% of the time your
vehicle just sits there so all of a
sudden if the vehicles can drive
themselves they could potentially go run
errands for you they could potentially
be shared amongst multiple families in
your neighborhood so the implications
are really interesting to think about
with this combination of AI and
Automotive now what he also touched on
is that he has never seen a technology
be built this quickly and specifically
what he was talking about is AI compute
the roll out of infrastructure to power
AI models and of course most of that is
being powered by Nvidia chips and that's
also why they have doubled their revenue
quarter after quarter and now they are
the third largest company in the entire
world and they have a huge mode and one
interesting stat that he pointed out is
that compute coming online to power AI
models is increasing by a factor of 10
every 6 months that is insane to think
about obviously at a certain point we're
going to reach our needed capacity and
then we're going to build out past that
but I'm wondering if all of this
buildout is going to be a one-time
buildout or a continuous buildout and
that's going to really dictate how
successful these chip companies are in
the long run now I tend to think that
the Chip buildout is going to be
continuous because new chips are going
to come out new technologies are going
to be discovered if we move away from
the Transformers architecture at a
certain point which you know we probably
not for a while but those will need new
chips so as new tech is invented new
chips are going to be built to service
those specific Technologies and I love
what he said about the AI chip Rush
being bigger than the gold rush and he
also talked about AI robots and here's
the thing I'm super excited about robots
I've been making a lot of videos about
robots lately I had a prediction that
humanoid robots were going to be a big
thing in 2024 so I am very very bullish
on robots but he said he hopes robots
will be nice to us and he's saying that
a bit tongue and cheek but at the same
time I think he's a bit serious and we
know that he's afraid of AI in general
which I'll touch on in a minute but if
you've seen any of these robot demo
videos a lot of them are actually kind
of mean to the robot whether they're
kicking the robot and trying to figure
out if it can still stand after being
kicked pushed there's examples of
cleaning robots where somebody
continuously makes a dish dirty again
and again and the robot has to keep
cleaning it so there's a lot of these
examples where we're not being very nice
to robots and if they become come
sentient that is not going to reflect
well for us and he also said
productivity will increase drastically
because of AI and of course that is the
most obvious statement ever and I think
a lot of people are worried about their
jobs and they probably should be but I
think overall the productivity increases
from AI will be beneficial to humanity
and for all of these jobs lost I think
it's actually going to be jobs
transformed and new jobs created as it
has been with almost every other
previous technology and he ALS also said
we on the edge of the biggest
technological Revolution that he could
ever imagine so it's super exciting to
be here but he's also worried about AI
as I mentioned earlier he said we live
in the most interesting times and at
times that has made him quite depressed
because he thinks once AI reaches AGI
there is a chance no matter how small it
is that AGI takes over and becomes the
dominant quote unquote race and as he
said it made him depressed for a while
but the way way that he was able to
reconcile all of it is would he rather
be around during the AI apocalypse or
not and he said yeah I probably would be
so you know you never know exactly what
Elon is thinking but he has actually
said that exact thing multiple times in
the past in different interviews now I
personally don't think there's going to
be an AI apocalypse but of course who
can predict if you're creating life
essentially life that is vastly smarter
than you there is a chance that you are
not the top of the food chain anymore
and one interesting tidbit that I had
not actually thought about is okay right
now we have kind of a chip shortage and
chips are what power these AI models but
what powers the chips it's electricity
and he actually thinks there might be an
electricity shortage and he might be
saying that because of course Tesla is
becoming and kind of is a massive Energy
company based in electricity so there's
this chance where Tesla with their
supercharger network with their their
battery products with their Solar
Products become one of the biggest
energy companies in the world so they're
not even just an auto company at that
point and not only that he actually
talked about a specific Hardware product
that he thinks will have a shortage for
in the near future and that is step down
Transformers and I didn't actually know
what that was I had to look it up but
basically you're taking electricity from
the wall or from the line itself and
this is uh usually a massive amount of
electricity and to power these tips you
actually need to lower the voltage down
to a very small fraction of what is
coming in and that is called a Step Down
Transformer and he thinks we're going to
be running out of those soon so that's
super interesting I'm definitely going
to go research who builds step down
Transformers and this is not investment
advice of course but that's something
that I'm going to be looking into so I
thought that was a really interesting
interview some of which we've heard
before from Elon others I am hearing for
the first time if you enjoyed this video
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