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Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

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Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

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1106 segments

0:00

[Music]

0:00

I believe Optimus is going to be the

0:03

greatest product ever created by

0:05

humanity.

0:05

>> Elon Musk and his XAI startup have built

0:08

the largest and most powerful artificial

0:11

intelligence training supercomputer in

0:14

the world. As far as I know, there's

0:16

only one person in the world who could

0:17

do that. You know,

0:18

>> this is an arms race of epic

0:20

proportions.

0:21

>> He's a big thinker. You guys went on Fox

0:25

the other day with the Doge team. You

0:27

saw Elon's face nodding while they were

0:29

speaking with a grin ear to ear. He was

0:31

proud.

0:32

>> XAI has acquired X in an old stock

0:35

transaction.

0:36

>> Tesla's first robo taxis are officially

0:38

on the road.

0:39

>> The company's board proposed a new

0:40

compensation package for the CEO that

0:42

could pay him just about a trillion

0:44

dollars in stock.

0:45

>> He gets nothing if he doesn't hit the

0:47

numbers.

0:49

SpaceX will buy wireless spectrum

0:51

licenses from Echoar for its Starlink

0:54

satellite network for about 17 billion.

0:58

>> 3 2 1.

1:04

[Music]

1:07

There's a

1:12

splash down.

1:15

How do you have time? this I I I never

1:17

understand you.

1:20

>> Yeah. Well, I do work a lot.

1:23

>> Ladies and gentlemen, please welcome

1:26

>> Elon Musk.

1:28

>> All right. Good.

1:31

>> All right. Where are you?

1:33

>> Alto.

1:34

>> You're in Palo Alto and um not

1:37

Washington DC.

1:38

>> I'm I'm at Tesla Global Engineering

1:41

Headquarters in Palo Alto.

1:42

>> Yeah. So, no more Washington DC. You're

1:45

back at work. You're focused. Yeah.

1:48

>> Uh, yeah. I haven't been to DC since

1:50

May.

1:50

>> Okay. Uh,

1:52

>> that was a that was a hell of a side

1:54

quest.

1:55

>> That was a good Any lessons from your

1:58

time in Washington DC?

2:01

>> Uh,

2:03

the government is basically unfixable.

2:10

>> Elon O only.

2:13

I support David's noble efforts and this

2:15

uh it's good to it's good to have

2:17

talented people in the administration uh

2:19

but at the end of the day um if you look

2:22

at our national debt which is uh

2:25

insanely high uh the interest payments

2:29

exceed the u defense department I guess

2:32

sorry war department uh budget

2:37

um and um Nikki Bryzy so if AI and

2:42

robots don't solve our national debt,

2:44

we're we're toast.

2:47

>> Which is a great segue. Um, Optimus is

2:52

um I think going to be the greatest

2:56

>> uh product in the history

2:59

of humanity.

3:01

What's the progress like and how much of

3:04

your how many of your cycles are going

3:06

specifically to Optimus? What's the

3:07

timeline? I think you're on version

3:10

three, maybe four. Tell us everything.

3:14

Uh well,

3:16

yeah, everything would take a long time.

3:19

>> We've got time.

3:22

>> Um

3:25

we're we're finalizing the design of

3:27

Optimus version 3

3:30

and

3:32

uh that that really is going to be a

3:34

very remarkable robot.

3:37

Um

3:38

it will have the essentially the manual

3:41

dexterity of a human. So meaning a very

3:43

complex hand.

3:45

Um the a an AI mind that can navigate

3:50

and comprehend reality.

3:53

Um and it will be made in very high

3:55

volume. Uh those are the three things

3:58

that are missing. Like if you see any

3:59

other um robotics uh company, they're

4:02

missing those three things. Those are

4:05

the three really hard things. Um

4:10

and uh I I I spent actually at this

4:13

point

4:15

um

4:19

it it might be more of my mental cycles

4:22

than anything anything else any other

4:23

single thing on Optimus. Uh that's

4:27

that's that that's solving for

4:29

uh real world AI

4:31

uh all of the electro mechanical issues

4:34

of Optimus the the supply chain and

4:37

production challenges of it because we

4:39

have there is no supply chain that

4:40

exists for humanoid robots. So it has to

4:42

be we have to recreate it from scratch

4:45

um and which requires doing a lot of

4:47

vertical integration.

4:49

um

4:50

none of the actuators in Optimus um are

4:54

available from an existing supply chain.

4:57

Um so but I I think it is accurate to

5:00

say that if successful Optimus will be

5:04

the biggest product ever

5:06

>> and the cost of it at scale 2030 $40,000

5:11

a robot. What what do you think the

5:13

first wave of them will cost? And yeah,

5:18

when will we be able to buy one to work

5:20

on the ranch?

5:24

>> I think that the the marginal cost of

5:26

production once you hit a million units

5:29

per year

5:31

uh is probably around the $20,000 range.

5:36

Uh it it it sort of depends on how much

5:38

you spend on the AI chip in the in the

5:42

robot. Um

5:46

and you need to achieve a lot of

5:47

efficiencies in the actuators. Uh there

5:50

are um 26 actuators per arm like 26

5:55

electric like motors, gearboxes and

5:58

power electronics.

5:59

Um,

6:03

so, so, but but the the the AI chip will

6:07

be pretty expensive like that that might

6:09

be like55 or $6,000 of the of the bill

6:12

of materials, maybe more. Um,

6:16

and um

6:18

but but so I but I think at volume at a

6:21

million units a year, the the production

6:23

cost is probably on the order of

6:25

$20,000, maybe 25, something like that.

6:28

And um price will be as a function of

6:31

demand.

6:32

>> Elon um can you maybe explain to

6:34

everybody why the hand is so important

6:37

to get right and why you know the

6:40

actuator design is so unique and you

6:43

know why it's so difficult why nobody

6:44

makes it and why you have to start there

6:46

almost to build the rest of the the

6:48

robot properly.

6:51

Well, it turns out the human hands are

6:54

incredibly they've evolved to this to be

6:56

this incredibly sophisticated machine.

6:59

Like the your hand is an in actually a

7:03

remarkable thing. It's look look closely

7:06

at your hands

7:08

and and think of all the things you can

7:10

do with your hands, which is a lot.

7:12

>> I can think of many things.

7:14

>> Yeah, I was just thinking about

7:16

something.

7:17

>> You know, your hands are very versatile

7:19

instrument. Yeah, you can give him a

7:21

high five.

7:23

>> Very versatile.

7:25

Um, you know, you you you can swing a

7:28

baseball bat, you can thread needles,

7:31

you you can you put thread in a needle.

7:33

Uh, you can play the piano with violin.

7:37

Um, you know, you could disassemble or

7:39

assemble a car. The hands are incredibly

7:44

versatile instruments. Um and um most of

7:48

the muscles of of the hand are are

7:50

actually in the forearm. So your hand is

7:54

kind of like a like a like it's like a

7:56

puppet. Like it's mostly a puppet. The

7:58

mus the muscles are coming from the

7:59

forearm and they're pulling the tendons

8:01

uh which are you know

8:04

also human tendon designs or human human

8:06

tendon evolution is incredibly good. Um,

8:10

so you you've got this web of tendons.

8:12

You you you've got um I think I think

8:17

the the human hand is something like

8:18

depending on how you count it, 27 or 28

8:20

degrees of freedom per you know in in

8:23

the hand. It's uh it's amazing. So

8:29

in order to create a robot that can uh

8:31

be a generalized uh humanoid, you you

8:35

must solve the hand the hands problem.

8:37

>> Yeah. We had uh we had

8:40

>> it's got hands, needs hands.

8:42

>> And so is it like uh when you were first

8:44

building Tesla where the supply chain

8:46

doesn't exist and now you have to go out

8:48

and find folks to work with and you know

8:50

build all this vertical integration, get

8:52

support. Is it is it literally like it's

8:54

just nowhere to be found and

8:56

>> you're going to have to build all of

8:57

this stuff up?

8:58

>> Yes, we we we could not actually buy the

9:01

actuators for any amount of money. they

9:02

simply didn't exist. Even though there

9:04

are, I don't know, 10 20,000 electric

9:07

motors out there of various sizes and

9:09

shapes. Um, we've had to design uh every

9:13

electric motor, gearbox um and and the

9:16

controlling electronics from scratch

9:17

basically from physics first principles.

9:20

>> The good news is you've got a lot of

9:22

experience with factories over the last

9:24

couple of decades. So,

9:26

>> how challenging is this versus Cybert

9:29

truck model Y

9:31

>> Model X

9:32

>> Gigafactory? You know, the Yeah. The

9:34

Fabra Egg known as the Model X. Yeah.

9:37

>> Right.

9:40

>> Um

9:42

it's hotter than any any of those

9:43

things.

9:44

>> Okay.

9:45

>> Yeah.

9:46

>> Much hotter significantly. Yeah.

9:48

Starship.

9:49

>> Yes. Well, more No, not Starship's

9:53

harder.

9:55

Okay.

9:56

>> So, somewhere between a Model X and a

9:58

Starship?

9:59

>> Yeah.

10:00

>> Is it is the What's harder, the hardware

10:02

or the software?

10:06

>> Right now, we're struggling with the

10:09

the final design of the hardware. Like I

10:12

said, it's really primarily the hand.

10:14

Not to just just dismiss the rest of the

10:16

robot. the rest of it's also uh

10:18

important but but the hands are the

10:20

hands inclusive of the forearm are a

10:23

majority of the engineering difficulty

10:24

of the entire robot and then let's

10:27

assume you get past the hardware

10:28

challenges how much do you sort of get

10:30

for free um based on all the progress

10:32

that's happening with LLMs will you know

10:36

will consumers just be able to interact

10:38

with this talk to the robot ask it to do

10:40

things it'll understand and sort of

10:42

>> Oh yeah

10:43

>> yeah no problem

10:45

>> you're spending a lot of time with any I

10:47

noticed online.

10:48

>> Not not that long. Um maybe I went a

10:51

little over the top from Bunning Grom

10:52

Imagine, but uh

10:54

>> well, but in all seriousness, those

10:58

characters and these robots that seems

11:00

to be, you know, like maybe they

11:03

>> you could get the embodiment of Annie, I

11:04

suppose.

11:05

>> Yeah. Why why the human form factor,

11:07

Elon? You could make something that's

11:09

maybe better than a human or maybe

11:11

simpler than a human to do specific

11:13

tasks and maybe better than a human to

11:15

do more things than a human can do. How

11:17

do you decide to make it just like a

11:19

human?

11:21

>> Well, if you wanted to do all the things

11:23

that a human can do, it turns out you

11:24

need a humanoid robot.

11:27

Um, so if you want to just do a subset,

11:30

it that's much easier.

11:33

Um but uh

11:36

it turns out humans evolved to this the

11:39

shape and capabilities that we we we

11:41

have. Um it it it for for good reasons.

11:46

Uh there actually is that there is

11:50

like there's value to having five, you

11:52

know, four fingers and the thumb. Um and

11:56

even the pinky actually is is quite

11:58

useful. Um toes are much more aggression

12:02

walk but but but the fingers

12:06

>> well also humans humans have designed

12:08

the world as well. So we designed it for

12:10

us. So

12:11

>> if you can make a humanoid robot it'll

12:13

be immediately backwards compatible with

12:15

what we've built the world for.

12:16

>> Precisely.

12:17

>> Elon there's another there's another

12:18

part of um the robot. So there's the

12:22

LLMs, there's the actuation in the

12:24

hands, but also there's the um the

12:28

silicon that runs it. And there was, you

12:32

know, Dojo, I think you you posted on X

12:36

AI5 and AI6, and it just seemed like you

12:38

were incredibly excited about the

12:40

direction in which the silicon layer was

12:43

also going. Can you tell us about that

12:45

and what that is and what what what what

12:48

are we what are we building here? What

12:49

is being built? Is it a complement to

12:52

everything that exists in the world? Is

12:53

it a potential long-term competitor?

12:55

What is it?

12:59

>> Um, yeah. So,

13:02

at at Tesla, we basically had two

13:05

different chip programs. One dojo and

13:07

one uh dojo on the training side and

13:10

then what we call, you know, AI for it,

13:14

which just our inference chip. um uh

13:18

that the AI Force is currently shipping

13:20

in all vehicles. Um and we're finaliz

13:22

finalizing the design of AI5 which will

13:25

be an immense jump from AI4. Um by some

13:29

metrics the improvement in AI5 will be

13:32

40 times better than AI4.

13:36

>> Wow.

13:36

>> So 40% 40 times. Um and and uh this is

13:41

because we work so closely at a very

13:44

fine grade level on the AI software and

13:47

the AI hardware. So we know exactly

13:50

where the limiting factors are and and

13:53

um and so effectively the AI hardware

13:55

and software teams are co-designing the

13:57

chip. Um

13:59

>> so a 40x improvement in the silicon I

14:02

think then as it as everybody here in

14:04

the audience experiences it is that just

14:06

an almost like an order of magnitude

14:09

increase in the quality of FST and the

14:11

safety that you experience as a Tesla

14:13

driver and then the quality of the robot

14:15

like where does it all manifest when you

14:18

when you you know bring it up and

14:20

actually get it into production?

14:23

Yeah to be precise the 40x is on if you

14:25

say like compared to the worst

14:28

limitation on AI4 which is running the

14:32

softmax operation.

14:33

>> Yeah

14:34

>> we currently have to run softmax in

14:36

around 40 steps in emulation mode

14:39

whereas that'll be just be done in a few

14:41

steps uh natively in AI5.

14:44

Um AI5 trip will also be u easily handle

14:48

mixed precision um models. So you don't

14:52

have it'll dynamically handle mixed

14:54

precision. There's a bunch of sort of

14:55

technical stuff that AI will do a lot

14:58

better. Um in terms of of nominal sort

15:01

of uh raw compute, it's it's eight times

15:05

more compute. Um about nine times more

15:09

memory uh roughly five times more memory

15:12

bandwidth. Um so uh but because we're

15:16

addressing some core limitations in AI4,

15:18

you multiply that by that that 8x

15:21

computer improvement by another 5x

15:23

improvement because of of uh

15:25

optimization at a at a at a very fine

15:27

grain silicon level of things that are

15:29

currently suboptimal in AI4. That's

15:31

where you get the 40x improvement.

15:33

>> You had um I'll keep going, keep going.

15:36

Uh so now now that said I I'm I am

15:39

confident that the current uh chips uh

15:41

AI AI4 chips that are in the cars will

15:45

uh achieve self-driving safety that is

15:48

at least two to three times that of of

15:51

human and and maybe even 10x. Um and the

15:55

software that uh will be released for

15:57

that is is coming out over the next few

16:00

months. So version 14 will be the

16:03

biggest uh upgrade in Tesla software

16:06

since version 12. Um we are increasing

16:10

the uh parameter count by an order of

16:12

magnitude. Um the there's there's

16:16

there's a lot of uh reinforcement

16:19

learning that's been used. there's um

16:24

we we there there there's like you can

16:26

think of AI sort of as a way of

16:28

compressing reality and and and some of

16:31

those compression steps uh we uh were

16:35

too lossy and and we addressed the

16:37

lossiness in the compression steps. Um

16:40

so the these are all software updates

16:41

that'll that'll go out. So just over

16:43

there updates um your car is going to

16:45

feel like it is sentient by the end of

16:48

the year.

16:50

>> Yeah, it feels that way already to be

16:51

honest. Um I saw in the trades that you

16:55

spent about $17 billion on some spectrum

16:58

and that um

17:00

>> yeah um so some couch change um to

17:04

enable your satellites and the Starlink

17:08

network to connect directly with phones.

17:11

What will that look like in a year or

17:13

two? Are we going to drop our Verizon

17:15

account and just expand our Starlink

17:17

account?

17:20

>> Uh, thank you.

17:21

>> We're kind of hoping cuz Verizon kind of

17:24

sucks.

17:25

>> How How many of you want a Starlink

17:27

phone?

17:27

>> Who wants a Starlink phone?

17:31

>> Is it Is it technically possible?

17:33

>> I know you can't see it, but it's

17:34

everyone.

17:35

>> Yeah, All right, cool. Um so this is a

17:39

kind of a long-term thing. Uh it it will

17:43

allow

17:45

SpaceX to h uh deliver high bandwidth

17:50

connectivity directly from the

17:52

satellites to the phones. Um but uh

17:56

there are hardware changes that need to

17:59

happen in the phone. So the since these

18:00

frequencies are not supported in current

18:02

phones uh that the chipset has to be

18:05

modified to add these frequencies um and

18:09

that probably is a 2-year time frame. So

18:11

the phones that um are able to use the

18:14

spectrum that was acquired probably

18:16

start shipping in around 2 years. Um and

18:19

um and then we also need to build the

18:22

satellites that are going to communicate

18:24

on those frequencies. So, in parallel,

18:26

we're building the satellites and

18:28

working with the handset makers to add

18:30

these frequencies to the phones. Um, and

18:33

then the the satellites and the phones

18:36

will then handshake very well to achieve

18:38

high bandwidth connectivity. But the net

18:39

effect is that you should be able to

18:41

watch uh videos uh anywhere on your

18:44

phone.

18:45

>> Wow.

18:47

>> And it's going to be crazy. And what and

18:49

do these do these frequencies would they

18:51

work indoors inside buildings, you know,

18:53

like like your phone currently does?

18:54

Okay.

18:56

>> And so will you be able to have

18:58

basically like

18:58

>> if you if if you're in a building with a

19:00

with a like a a thick metal roof then

19:02

No. But um

19:03

>> no the the same types of of

19:05

>> Yeah. Normal normal homes. Yes.

19:07

>> Yes.

19:08

>> Elon is your vision for this that

19:09

instead of you know having an AT&T

19:11

account or and then roaming when you're

19:13

in the UK or you're in India. It's just

19:16

we could have one direct deal with

19:17

Starlink. It works all over the world

19:20

eventually. Not today but at some point.

19:22

Is that the end goal? That basically we

19:25

don't need a regional carrier. We have a

19:27

global carrier and that would be you.

19:30

>> Uh that that would be one of the

19:31

options. To be clear, we're not going to

19:32

put the other carriers out of business.

19:34

They're still going to be around cuz

19:35

they they own a lot of Spectrum. So, uh

19:38

there's uh but but yes, you you should

19:42

be able to have a Starlink uh like you

19:44

have like you have an AT&T or T-Mobile

19:46

or Verizon or whatever, you should be

19:48

you could have a you know account with

19:50

Starlink that uh works with your you

19:53

know Starlink uh antenna at home uh free

19:58

Wi-Fi as well as on your phone and um

20:01

yeah it would be a comprehensive

20:03

solution for high bandwidth at home and

20:06

for high bandwidth direct to sell.

20:08

>> Could you buy some carriers to have more

20:11

>> spectrum?

20:12

>> Maybe you could buy Verizon.

20:14

>> Not out of the question. I suppose it

20:15

that may happen.

20:17

>> Let's talk about um let's talk about

20:19

Starship. You just had a really what

20:22

appeared to be a phenomenal um launch. H

20:28

how close is it to, you know, being

20:31

predictable and ready to go in a

20:33

commercial setting?

20:36

I I I think we'll recover the ship next

20:39

year. Um we've got one more launch of

20:44

the um Starlink version two

20:48

uh uh stack that there's only one one

20:52

uh booster and ship left that's in the

20:54

version two uh design. Uh and then

20:58

thereafter it's it's version three which

20:59

is a gigantic upgrade cuz that's got

21:01

Raptor 3. Um, and pretty much everything

21:04

changes on the rocket with version 3.

21:07

Um, so version 3, you know, might have

21:09

some initial teething pains, uh, cuz

21:12

it's such a radical redesign.

21:15

Uh, but, uh, it's it's capable of over

21:19

100 tons to orbit fully reusable. Um,

21:23

and I think it's I think I think um

21:26

unless we have unless we have some very

21:27

major setbacks, uh, SpaceX will

21:30

demonstrate uh, full reusability next

21:33

year uh, catching both the booster and

21:35

the ship um, and being able to deliver

21:39

over 100 tons to a useful orbit.

21:42

>> What does the best rocket in the world

21:44

do now in terms of tonnage to space?

21:50

Uh well in terms of

21:52

uh sort of commercial rockets there's

21:54

there's Falcon Heavy.

21:56

>> Yeah.

21:56

>> Uh which will do uh in

21:59

um with with side booster reuse uh will

22:04

do about 40 tons.

22:07

>> So this is five times bigger. Yeah.

22:11

>> Well two and a half times bigger in but

22:13

but Starship would be full reuse full

22:15

reusability.

22:16

>> Got it. Okay. So everything comes back

22:18

>> Elon after after the explosion that

22:21

happened um with the the the the failed

22:24

launch

22:25

>> um there was a lot of

22:27

>> sorry

22:28

>> which which failed

22:30

>> oh the more recent one the more recent

22:31

the starship with

22:32

>> the big boom yeah

22:34

>> the big boom on the base and and and

22:36

there was a lot of

22:37

>> there was a lot of proclamations that

22:39

there's going to be environmental and

22:40

FAA and all these other sorts the

22:42

recovery back to the launchpad again was

22:46

incredible.

22:47

fast. How did you get back so fast? Not

22:50

just technically and work-wise, but just

22:52

like regulatory clearance-wise because

22:55

they said there were going to be all

22:56

these questions and reviews and so on.

22:58

How how did you guys manage that?

23:01

>> Uh well, there were a lot of questions

23:02

and reviews. We got through them all. Um

23:04

and credit to the SpaceX team. They

23:06

worked incredibly hard and they uh got

23:09

the next trip and booster tested and on

23:13

the pad and and flown and um yeah, huge

23:16

credit to the SpaceX team. Very proud of

23:18

them for

23:19

>> doing doing such a job, a great job

23:21

recovering.

23:22

>> Um

23:24

I mean creating a fully reusable orbital

23:27

rocket is one of the hottest engineering

23:29

problems ever.

23:31

and certainly, you know, a candidate for

23:34

most difficult engineering project ever.

23:37

You know, it's on the podium at least.

23:40

Um,

23:41

so it's a that that's been the goal of

23:44

SpaceX from the beginning from 2002. Um,

23:48

and here we are 23 years later. So, it's

23:50

it's a long journey

23:52

and um

23:54

with with a a super talent like by far

23:57

the I think the most talented group of

23:58

rocket engineers that ever been

24:00

assembled. Um and uh and we're finally

24:05

next year I think we'll be able to

24:08

achieve full reusability.

24:10

>> Elon, what are the big um technical

24:12

blockers that you're focused on there

24:14

between now and that full reusability?

24:16

Are there some showstoppers where you're

24:19

just kind of literally just obsessing

24:22

over trying to figure out still or is it

24:24

more about getting through a laundry

24:27

list of your learnings and just

24:28

integrating it into the next launch?

24:33

>> Well,

24:36

that the

24:37

for for full reusability of the ship,

24:41

there's still a lot of work that remains

24:43

on the heat shield. So, no one's ever

24:45

made a fully reusable orbital heat

24:47

shield. Like the shuttle heat shield uh

24:49

had to go through nine months of repair

24:51

after every flight,

24:52

>> right?

24:53

>> Um so, no one has ever made a fully

24:56

reusable orbital heat shield.

24:58

>> And is that a material science problem

25:01

or is that an engineering problem or

25:02

both?

25:03

>> Uh yeah, I mean it's a material science

25:06

engineering problem. So, it's but we

25:08

really are uh looking at the fundamental

25:12

physics here. Um again physics first

25:15

principles and trying to figure out how

25:17

do we make something that

25:20

um is uh

25:23

you know can can withstand the heat is

25:25

very light doesn't transmit the heat to

25:29

the the primary sh

25:31

>> Yeah.

25:31

>> primary structure um and uh

25:37

whose integ

25:41

>> Yeah.

25:41

>> Um

25:43

Uh, and then as you ascend, if you hit

25:45

some rain, you know, the tiles don't

25:48

dissolve in rain. There's there's a lot

25:51

of different issues and and then you

25:54

really need to know that these tiles are

25:55

working. You can't uh,

25:58

you know, go through this laborious

26:00

inspection. So, it really needs to be

26:02

we're, you know, these these tens of

26:05

thousands of tiles all work and don't

26:09

need to be refurbished or checked one by

26:12

one as was the case with the shuttle.

26:15

>> Can we maybe um switch now? It's I mean,

26:18

who who else were you talked about

26:20

Tesla, then you go to SpaceX? Yeah. Now,

26:22

I' I'd like to ask you some questions

26:23

about Grock and um XAI. Um you want to

26:28

just give us an update? I think you you

26:30

kind of talked about where the nextG

26:31

model is and you said something

26:33

incredible. I still don't think people

26:35

really understand it which is you know

26:37

there's going to be a next training run

26:38

where you expect you know not to start

26:42

from the you know common web and common

26:45

crawl where you expected an enormous

26:47

amount of synthetic data. Just tell us

26:50

about how uh the evolution of Grock is

26:52

going and this innovation and why it's

26:55

so important.

26:59

Yeah. So we're we're running a lot of

27:01

using a lot of of inference compute and

27:04

um and reasoning to look at all of the

27:08

source data which is really the corpus

27:10

of human knowledge and then

27:13

uh thinking about each piece of

27:15

information and then adding mod adding

27:18

what's missing um and correcting

27:22

correcting mistakes and removing

27:25

falsehoods from the from that training

27:26

data. So it's it's it's like if you take

27:29

say Wikipedia as an example but this

27:31

really applies to to books, PDFs,

27:34

uh the websites,

27:37

uh every form of information. Um the

27:41

the Grock is using um heavy amounts of

27:46

inference compute to say to look at at

27:49

an example a Wikipedia page and say uh

27:52

what is true, partially true or false or

27:56

missing

27:57

uh in this page. Now rewrite the page to

28:01

in to correct the remove the falsehoods

28:06

uh

28:08

uh correct the half-truths and add the

28:10

missing context.

28:13

>> Well, Elon, by the way, could you just

28:14

publish that? Could we create like a

28:16

groipedia? I mean, that would

28:17

>> Yeah, especially for our bio pages,

28:19

which are a disaster.

28:21

>> Wikipedia is so biased and it's it's a

28:24

constant war. you know, if something

28:26

gets corrected, five minutes later,

28:28

there'll be an army of people trying to

28:29

>> I mean, it's become hyperartisan and

28:32

there's activists all over it.

28:35

>> So, if you do fix, for example,

28:36

Wikipedia as a source of truth,

28:39

>> it'd be great to publish that just so

28:41

the world has it.

28:44

>> All right, I'll talk talk about that.

28:46

So, talk to the team about that like

28:49

Groedia or whatever. This here's the

28:50

Groedia version.

28:52

>> It' be interesting. Yeah. and then just

28:54

have it out there for just a few minutes

28:56

>> where in terms of um people here like it

29:00

um in terms of training Gro 5 um you're

29:03

you're scaling up your supercluster in

29:06

Colossus in in Memphis

29:08

>> can yeah have a second one

29:11

>> yeah can could you give us an update on

29:13

that and then also as part of that um

29:15

where are we in the scaling laws um if

29:19

you scale a bigger cluster do you get a

29:20

more powerful AI model is there a point

29:22

of dimin diminishing returns or like how

29:25

much more compute if you throw twice as

29:27

much compute at it do you get a 10%

29:30

better model do you get 100% better

29:32

model like is it log linear what what I

29:35

guess how much more juice is there left

29:38

in scaling hardware do you think

29:42

>> I think I think there's a natural

29:43

logarithmic function associated with the

29:46

amount of compute so

29:49

uh then like say for argument sake like

29:51

10x more compute will double the

29:53

intelligence.

29:55

Maybe that's that that might be a rough

29:57

rule of thumb, but you know, that still

29:59

means that, you know, you go from 100 IQ

30:01

to 200 IQ. Still pretty pretty big deal.

30:04

Um,

30:06

so I

30:09

and and I think I think we'll see

30:10

intelligence continue to scale all the

30:12

way up to where, you know, most of the

30:16

power of the sun is harnessed for

30:18

compute and then ultimately most of the

30:20

power of the galaxy, you know, sort of

30:22

cautev 2, cautev 3 scale uh compute. Um

30:28

so I guess once you think of artificial

30:30

intelligence not as sort of this

30:34

you know a destination that you reach

30:35

but really uh as part of the overall

30:38

escalation of intelligence

30:41

um that that that we are are aware of.

30:44

Um

30:46

you know human intelligence has also

30:47

scaled as you've have as the population

30:50

has increased um and we've been able to

30:54

store more and more information. uh

30:56

human intelligence has scaled. Now human

30:58

because of population declines and low

31:00

growth rate, human intelligence is is

31:03

somewhat plateauing um and will actually

31:05

decline. And

31:08

my guess is that

31:11

I I I I think that we might have AI

31:14

smarter than any single human at

31:16

anything as soon as next year.

31:19

>> Wow.

31:20

>> Um

31:21

>> Yeah. and and and then and then probably

31:23

within five like say 2030 probably AI is

31:27

smarter than the sum of all humans.

31:29

>> Do you think do you think humans are on

31:31

the decline because the AI is evolving?

31:34

Do you think there's this evolution of

31:35

the ecosystem on Earth that's underway

31:38

that we don't really understand the

31:40

structure of what's going on? But

31:46

>> maybe yeah, maybe we implicitly

31:49

know that it's coming. Um,

31:58

>> yeah.

32:00

>> I I I I mean I hope the birth rates turn

32:02

around. I'm a I'm a big proponent of

32:04

increased birth rate. Uh, obviously.

32:09

>> Well, you doing anything about it or no?

32:12

>> Yeah. I'm trying to set a good example.

32:15

You know, we had a big conversation at

32:17

this conference we didn't expect, which

32:19

is suicidal empathy, the West,

32:24

>> this um declining birth rate. Uh I

32:27

noticed you've been pretty active about

32:29

it

32:29

>> and open borders

32:30

>> and open borders is like let the

32:32

invaders in. Could all three of those be

32:34

the same thing? It

32:35

>> it seems like there's a number of

32:36

symptoms of the West being suicidal. The

32:39

most obvious one being the birth rate is

32:41

not a replacement level. So obviously if

32:43

that continues indefinitely then the

32:45

west will literally not reproduce enough

32:48

to replace itself. But there's other

32:50

things too. There's the fact that the

32:51

borders were totally opened to the point

32:54

where western culture the social fabric

32:56

start to come apart and you see this

32:59

especially in Europe where there um you

33:01

know the indigenous cultures of the UK

33:04

or France or Germany are starting to um

33:07

potentially be taken over by by cultures

33:09

of people who are brought in and aren't

33:10

assimilating. You have crime where, you

33:13

know, we have this case on social media

33:15

right now, this young woman, Ire Ina,

33:18

who's just

33:19

>> killed in a senseless way on a subway.

33:22

>> Uh, which is horrific enough in and of

33:24

itself, but then in addition to that,

33:26

the elite media just for whatever reason

33:28

just refused to cover it, like it didn't

33:29

exist.

33:30

>> Um, so you have this issue of crime

33:32

that's not being addressed or even

33:34

acknowledged

33:35

>> and no acknowledgement of this. like

33:37

it's almost like we're trying to deny

33:39

the reality of the spiral

33:42

>> and this Yeah. So you have the you have

33:45

all these data points um that seem to

33:48

suggest that um the west uh is suicidal

33:52

or doesn't you know doesn't seem to want

33:55

to defend itself or propagate itself. Um

33:57

look I think everyone in this room

33:59

thinks that um life is awesome right? I

34:01

mean it's

34:01

>> pretty great and I think

34:03

>> worth living.

34:04

>> Yeah. And when when Alex Karp was here

34:07

earlier today defending the West, that

34:09

got some of the loudest applause at the

34:10

conference. So, uh I guess we probably

34:13

don't really understand what's going on.

34:14

We don't really

34:15

>> Yeah. What's your take, Elon? Cuz you

34:17

you know,

34:17

>> what's your take on the suicide of the

34:19

West?

34:19

>> Yeah.

34:21

>> What's What's

34:21

>> I'm very worried about it.

34:23

>> Yeah.

34:24

>> I'm very worried about it. Um you know,

34:26

I think there's there's

34:28

just the actions of the West are

34:30

indistinguishable from suicide.

34:33

So, but it's

34:36

and look, at least in America, there's

34:40

there's there's generally a sense of

34:41

optimism, but when's the last time you

34:45

you talked to someone from Europe who

34:46

lives in Europe who's optimistic?

34:50

>> Not for a while. Yeah.

34:51

>> Decades,

34:52

>> like even one.

34:55

>> It's rare. So I I think unless people

34:58

have a sense of optimism and purpose

35:00

about the future, they

35:05

suicide might be just what happens. Um

35:08

like like like having a child is an act

35:10

of optimism about the future. So uh if

35:15

you're not optimistic, this Yeah.

35:20

So, so I think we need to maybe

35:23

give people a sense of optimism and

35:25

excitement about the future and and a

35:28

belief that the future will be better

35:29

than the past um and they'll be more

35:32

interested in having kids.

35:33

>> Did did religion play a role in the

35:35

past, Elon, to kind of plate and make

35:38

folks feel that way

35:40

>> when they

35:40

>> Yeah, I think so. uh

35:43

the nature abhores a vacuum and if you

35:47

take away religion then I think you

35:49

actually you you you get something in

35:52

its place which is actually worse than

35:56

what was there before I mean it's like

35:57

destructive basically you get you get

35:59

like the white work mind virus filling

36:01

filling the hole that religion used to

36:03

have taking the place of of of religion

36:08

you get these dystopian de facto

36:10

religions

36:12

um that uh that that are very very

36:15

self-destructive.

36:17

Um so

36:20

I I think perhaps

36:22

some some sort of re revival of religion

36:24

or at least what we need is is um some

36:28

coherent philosophy

36:30

that people can get excited about. Um

36:34

you know I mean for me it's a philosophy

36:35

of curiosity. I'm curious about the

36:37

nature of the universe and I want to go

36:39

out there and I want humanity to be out

36:42

there exploring the stars. Um maybe

36:45

meeting alien civilizations. Uh maybe in

36:49

some cases we we see the ruins of a long

36:51

dead alien civilization but they were

36:53

they were very strong for 10 million

36:55

years. Um you know the kind of stuff

36:57

that you see in Star Trek in in a

36:59

non-dystopian sci-fi book or or movie or

37:02

show. Um, and so I'm just I have I have

37:05

a philosophy of curiosity of of like I

37:07

just want to know what's going on. And

37:09

and in order to know what's going on, we

37:11

we must have u an an increase in the in

37:15

the scope and scale of consciousness, we

37:17

must we must expand uh consciousness. We

37:20

must grow. We must grow humanity and we

37:23

must extend humanity in order to

37:27

comprehend the and to to understand the

37:30

universe or even what what question

37:32

should we should ask about the answer

37:34

that is the universe. Um you know Doug

37:37

Douglas Adams

37:39

book the hitchhikers guide to the galaxy

37:41

is actually a a deep book on philosophy

37:44

disguised as humor. Um and what the

37:46

point he was trying to make in that book

37:48

was that u the questions are the really

37:52

the hard part. The answer is the

37:54

universe. Like the answer is everything

37:56

you see around you. But but but one of

37:58

the questions that we don't know to ask.

38:00

>> Yeah.

38:00

>> Um now now some of the questions I guess

38:03

I we I do know. I'd like to know is the

38:05

standard model of physics correct about

38:07

the origins of the universe? Are we

38:08

actually 13.8 billion years old? Um how

38:11

does the universe end? Does it end in a

38:12

heat death or in some other way? Um, you

38:15

know,

38:16

>> a black hole.

38:18

>> We might be.

38:20

>> Um,

38:22

>> Elon, can you talk about

38:23

>> the whole sort of simulation question?

38:25

Are we a simulation? Maybe.

38:26

>> Where does the uh where do you think we

38:28

find the answer first? In AI or in the

38:31

stars?

38:34

Because you're pursuing both obviously.

38:38

>> Yeah.

38:40

I I I don't know if if I I hope I hope

38:43

more people can get behind a

38:47

philosophy of curiosity.

38:49

>> Yeah.

38:50

>> Because I think it's very exciting.

38:53

>> Yeah.

38:54

>> Um and and and and inherently

38:56

optimistic.

38:58

Um you like because there's there's this

39:01

amazing sense of wonder

39:04

about the nature of the universe. And

39:07

when you just when you uncover some

39:08

secret in the universe, that's amazing.

39:11

And you're like a whole world of

39:15

understanding is opened up. I mean, we

39:18

we used to not even know where all the

39:19

continents were. Um, you know, used to

39:22

be like just the map would be there be

39:24

dragons and like all we know is that

39:26

when they sailed in that direction, they

39:27

didn't come back.

39:30

>> I mean, the moon base,

39:32

>> that's all that's all they knew. I I

39:34

kind of feel like the moon base or just

39:37

going to the moon for real this time

39:38

would be a big step in the right

39:40

direction. You still have the moon uh

39:42

planned. What's the status of that? Is

39:44

is that still on the agenda?

39:46

>> Yeah, I I think it I think having I

39:49

think we want to try to reach new

39:51

heights as a civilization.

39:52

>> Yeah.

39:53

>> So, I think it's it's fine to go to the

39:55

moon, but but we should go to the moon

39:57

in order to establish a lunar base, like

39:59

a a lunar research base.

40:01

>> Yeah. Um, I mean there are parts of the

40:04

moon that are perhaps older than parts

40:06

of of Earth. Um, and we we we might

40:09

understand more about the nature of the

40:10

universe if we had a science base on the

40:12

moon.

40:13

>> Um, that would be very cool. And then we

40:15

we obviously want to go beyond the moon

40:17

uh to Mars and uh build a

40:20

self-sustaining city on Mars. the I I I

40:23

do think that uh that that there is a

40:27

fork in the road of human destiny where

40:29

um if we can establish a self-sustaining

40:32

city on Mars with the the key test being

40:36

if the resupply shifts from Earth stop

40:38

coming for any reason does Mars continue

40:41

to to prosper or does it die out

40:43

>> at the point at which Mars is able to uh

40:46

prosper and grow on its own the probable

40:49

lifespan of consciousness is

40:51

dramatically greater.

40:52

because we are no longer dependent on

40:55

everything going right on Earth. You

40:58

know, there's there's always some

40:59

possibility of self annihilation on

41:00

Earth with the World War II or or a

41:02

supervirus or um or or a meteor like

41:07

extin, you know, that destroyed the

41:08

dinosaurs. We know from the fossil

41:10

record that there've been many mass mass

41:12

extinction events. So uh the question

41:16

that I sort of was wondering about is

41:18

will civilization will the

41:20

civilizational arc continue to ascend

41:23

such that we can make Mars self-

41:25

sustaining before the civil

41:28

civilizational ark descends

41:30

>> um because the the window of opportunity

41:33

to make life multilanetary

41:36

exists now for the first time in the 4

41:38

and a half billion year history of

41:40

earth.

41:40

>> Yeah. Elon, let's assume that we get

41:43

there and you're there.

41:46

>> Um, you know, you'd be the elder

41:48

statesman. You'd have the moral

41:50

authority of Mars.

41:52

How do you run Mars?

41:56

>> But I just there's this point that I I

41:59

think I I want to just emphasize again

42:03

that that's that's it's more important

42:04

than the form of governance on Mars or

42:07

who's there in the early days. What

42:10

really matters is that Mars um is self-

42:15

sustaining that we are truly a

42:17

multilanet species and s such that we've

42:20

achieved planetary redundancy so that

42:23

that if if something and obviously we

42:25

should do everything possible to make

42:27

sure life on Earth is great but there's

42:28

always some risk that of an annihilation

42:31

event on Earth.

42:32

>> Yeah.

42:32

>> Um like I said self annihilation or some

42:35

natural disaster. Um

42:38

and uh and so the the probable lifespan

42:41

of consciousness increases dramatically

42:44

as soon as uh as soon as we are

42:47

multilanet species with the key test

42:49

being can Mars survive if the resupply

42:51

ships stop coming. So so getting like

42:54

the first missions to Mars are not that

42:56

important. The what matters is can you

42:58

get sufficient tonnage tonnage to Mars

43:01

such that Mars can prosper on its own.

43:04

Um, and that means it has to have all of

43:06

the ingredients of civilization. It it

43:08

it's not just that you need to build,

43:09

for example, a chip factory on Mars or

43:12

ship fab on Mars, but you you need the

43:14

ability to build.

43:16

>> Do you do you have a sense of the time

43:17

scale? Like, let's assume Starship is at

43:20

a state starting in, you know, 2026.

43:22

Then there's going to be a bunch of

43:24

testing. Obviously, there's going to be

43:25

a bunch of early testing. We only have

43:27

certain launch windows. So, there's a

43:29

bunch of time constraints. Is that is

43:32

this a 50-year thing in your mind? Is it

43:33

a 150 year thing? Is it something that

43:35

is for our generation or is it our

43:38

children's generation? Where do you see

43:40

that point if it's optimally possible?

43:43

You know, if things go and break our

43:44

way,

43:47

>> um I think it can be done in in 30

43:49

years.

43:50

Um

43:51

>> wow. So if provided there's an

43:53

exponential increase in the in the

43:55

tonnage to Mars with each successive

43:57

Mars transfer window, which is every two

44:00

years. So every two years the the

44:02

planets align and you can you can

44:04

transfer to Mars. Um, so

44:08

I I think in

44:11

roughly 15, but maybe as few as 10, but

44:15

10 to 15ish Mars transfer windows. If

44:18

you're um

44:21

seeing exponential increases in the

44:24

tonnage to Mars with each Mars transfer

44:26

window, then it should be possible to

44:27

make Mars self-sustaining um in in about

44:31

call it roughly 25 years.

44:33

>> Amazing. That's incredible. All right,

44:35

ladies and gentlemen, Elon Musk, we'll

44:39

see you when we're back in town. We miss

44:40

you. We'll

44:41

>> see you in person next time.

44:44

>> Thank you, brother. All

44:46

right.

Interactive Summary

In this wide-ranging interview, Elon Musk discusses his ambitious vision for the future of humanity, centered on the development of Optimus, his humanoid robot, and the continued progress of SpaceX's Starship. He emphasizes that Optimus, which requires significant vertical integration and custom-designed actuators, will be a revolutionary product if it succeeds. Furthermore, Musk details advancements in XAI's Grok and Tesla's AI hardware, aiming for breakthroughs in self-driving safety and reasoning capabilities. Finally, he shares his perspective on the critical need to make humanity multi-planetary, specifically targeting a self-sustaining city on Mars within 30 years to ensure the long-term survival of consciousness.

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