Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Todd Burch]

All these elonflops are over my head. I need a reference point. So this exagigacabinetflop chip thing. It’s like really good right? So is Nvda our new competitor or is it Amazon?

Context:

1 Exaflop is 1000 petaflops.

The fastest supercomputer in the world is currently approximately 500 petaflops. There is one that is a little over 1 exaflops that is expected to come online soon.

Dojo has >1 Exaflop PER Exapod, and multiple Exapods can be chained together. Nobody else will come even close.

 

[juanmedina]

That robot must be tired

 

[22522]

Servos. I work at a kinematics company working with robots. I have about 6 robots at my office ranging in size from a small child to a large truck. They all use electric motors/servos as actuators. None are pneumatic.

The loads are relatively low, like a 70 year old strength wise. Could you use linear motors, since the loads are so low - for better simplicity and reliability reasons?

 

[AudubonB]

C’mon Tesla: “humanoid” robots? Make ‘em octopus-like. MUCH more versatile, particularly for fabrication purposes.

 

[InTheShadows]

Ok, so how do you even put a value on Tsla right now? I don’t think even the most optimistic models I have seen can come close at this point.

 

[Krugerrand]

Ok, so how do you even put a value on Tsla right now? I don’t think even the most optimistic models I have seen can come close at this point.

Easy. Add zeros.

 

[Bladerskb]

For scale, guys. The oldest "most powerful supercomputer in the world":
View attachment 698894

look up Google TPU v4

 

[ZachF]

now that you mention Mars it makes sense - it also makes sense to open Dojo to SpaceX early on to use it to train ML models at SpaceX - oh boy

When/if there is a mars colony, it'll probably be >10 robots for every one person.

 

[JRP3]

Going to be mildly annoyed, and not at all surprised, if this ends with nobody asking about HW4.

Happy?

 

[Tyler34]

Elon just said cybertruck in about a year or so. Ugh

 

[Todd Burch]

The loads are relatively low, like a 70 year old strength wise. Could you use linear motors, since the loads are so low - for better simplicity and reliability reasons?

To be honest that question is outside of my wheelhouse. I don't design/manufacture robots, I just work with them.

 

[GOVA]

All I can tell ya, the "media" has no clue what has happened. They will spit a lot of bull tomorrow. The stars like Laura and Gordo will shine.

 

[Chunky Jr.]

my thoughts for what it is worth
• The self driving portion was the best. The level and quality of simulation is impressive
• Dojo has amazing specs, but it isn't as far along as I thought it was
• The dancing "robot" was terrible and I can't believe anyone thought it was a good idea to do that
• I don't get the point of Tesla Bot and how that furthers the mission of sustainable energy and transportation

 

[JRP3]

Great, TSLAQ is running out to buy stop sign T shirts now.

 

[Chunky Jr.]

All I can tell ya, the "media" has no clue what has happened. They will spit a lot of bull tomorrow. The stars like Laura and Gordo will shine.

I bet most of the media focus will be on the robot and how that is a distraction and what the point of it is.

 

[JRP3]

I don't get the point of Tesla Bot and how that furthers the mission of sustainable energy and transportation

They are already building robots with wheels, the humanoid version is a logical extension to leverage that technology.

 

[Zero CO2]

Elon keeps mentioning crashes .... ugh

 

[CaliBear1]

See: Mars

All roads at Tesla, SpaceX, DOJO and Boring Co lead to a multi-planetary future to ensure survival of the species. Unless of course the AI eliminates us in favor of populating the universe with paper clips.

Tesla Bot use cases: Boring, repetitive and dangerous.

roads

 

[Knightshade]

Happy?

Kind of....

He now puts both HW4 and Cybertruck together, and a year away--- so I don't love the answer but happy there WAS an answer.

I'm unsure how he still expects HW3 to be able to do legit FSD (ie above L2) given it can't run redundantly though, that bit was semi-asked but glossed over in the answer.

 

[Todd Burch]

Elon keeps mentioning crashes .... ugh

Huh? It's a talk largely about autonomous driving. You're surprised that crashes came up?