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Tesla would benefit greatly because currently Tesla AI is focused on real-world physical applications, but would eventually still need an AGI-level LLM (Large Language Model) in the humanoid robot to converse and extend its capabilities.

We don't need an AGI for Optimus to converse. Something like ChatGPT fine tuned for the task should do it. To extend its capabilities sounds a bit dangerous to me, but not sure what he means.

I think Elon wants to
1. Make a ChatGPT competitor that cares more about the truth than being PC. Truth.ai.
2. Make an attempt at saving humanity from doom because he thinks he takes the problem more seriously than OpenAI

He sees some benefit for this for Twitter, Tesla, neural link and his other companies. Tesla gets a customer for Dojo compute and gets to learn to train NNs better. Twitter gets a better bot filter, auto-community notes. X get's a great personal assistant and improved fraud detection. Some combined symbiosis also, twitter has lots of data that Optimus and Neural link can use also. Tesla has lots of data X can use.

TLDR: Imo Elon wants to save humanity, bootstrap this by providing benefits to his current companies.
 
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Presumably TruthGPT will be their first and possibly biggest product. However, Elon has provided the company with yet another huge mission to inspire the troops and provide a North Star.

Understanding the universe is something that Elon has been passionate about for decades which adds an additional layer of authenticity.
 
...is it going to be lucrative?
Yup:
So X.AI will have a similar relationship to Twitter and Tesla as Microsoft and OpenAI have.
  1. Microsoft provides Azure to OpenAI
    1. Tesla Dojo SAAS will power TruthGPT (additional Tesla revenue)
    2. TruthGPT could consume Twitter data
  2. OpenAI services are consumed by Microsoft services
    1. Tesla vehicle search could be powered by TruthGPT - "navigate to best steakhouse on route that serves Margaritas for less than $10"
    2. TruthGPT is provided on X app
    3. X.AI could make a Twitter specific search engine - "what did Elon say about Robotaxis in 2018?"
  3. Microsoft part owns OpenAI
    1. Tesla (and/or TWTR) could invest in X.AI to accelerate growth
 
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Today Elon Musk held a Twitter Space to discuss xAI.Here is a recap of what was discussed for those who missed it:- The founding team was on hand to introduce themselves, and I must say it is an impressive team with an impressive background. They had very strong backgrounds with Deep Mind, OpenAI, Google, Tesla, etc.- Elon Musk said the goal with xAI is to build a good AGI (artificial general intelligence) with the purpose of understanding the universe.- Musk said that the safest way is to build an AGI that is ‘maximum curious’ and ‘truth curious,’ and to try and minimize the error between what you think is true and what is actually true.- For truth-seeking super intelligence humanity is much more interesting than not humanity, so that’s the safest way to create one. Musk gave the example of how space and Mars is super interesting but it pales in comparison to how interesting humanity is.- Musk said there is so much that we think we understand but we don’t in reality. There are a lot of unresolved questions. For example, there are many questions that remain about the nature of gravity, and why there is not massive evidence of aliens. He said he has seen no evidence of aliens whatsoever so far. He went further into the Fermi Paradox and how it's possible that other consciousness may not exist in our galaxy.- If you ask today’s advanced AIs technical questions, you just get nonsense, so Musk believes we are really missing the mark by many orders of magnitude and that needs to get better.- xAI will use heavy computing, but the amount of ‘brute force’ will become less as they become to understand the problem better.- Co-Founder Greg Yang said that the mathematics they find at xAi could open up new perspectives to existing questions like the 'Theory of Everything.'- Elon stated that you can't call anything AGI until the computer solves at least one fundamental question.- He said that from his experience at Tesla, they have over complicated problems. “We are too dumb to realize how simple the answers really are," he said. "We will probably find this out with AGI as well. Once AGI is solved, we will look back and think, why did we think it would be so hard.”- They are going to release more information on the first release of xAI in a couple more weeks.- Elon Musk said that xAI is being built as competition to OpenAI, when asked by
@krassenstein
.- The goal is to make xAI a useful tool for consumers and businesses and there is value in having multiple entities and competition. Elon said that competition makes companies honest, and he’s in favor of competition.- Musk said every organization doing AI has illegally used Twitter’s data for training. Limits had to be put on Twitter because they were being scraped like crazy. Multiple entities were trying to scrape every tweet ever made in a span of days. xAI will use tweets as well for training.- At some point you run out of human-created data. So eventually AI will have to generate its own content and self-access that content.- Answering a question from
@alx
, Musk said there is a significant danger in training AI to be politically correct or training it not to say what it thinks is true, so at xAI they will let the AI say what it believes to be true, and Musk believes it will result in some criticism.- Musk said it’s very dangerous to grow an AI and teach it to lie.- Musk said he would accept a meeting with Kamala Harris if invited. He said he’s not sure if Harris is the best person to be the AI czar, but agrees we need regulatory oversight.- Musk believes that China too will have AI regulation. He said the CCP doesn’t want to find themselves subservient to a digital super intelligence.- Musk believes we will have a voltage transformer shortage in a year and electricity shortage in 2 years.- xAI will work with Tesla in multiple ways and it will be of mutual benefit. Tesla’s self-driving capabilities will be enhanced because of xAI.- According to Musk, the proper way to go about AI regulations is to start with insight. If a proposed rule is agreed upon by all or most parties then that rule should be adopted. It should not slow things down for a great amount of time. A little bit of slowing down is OK if it's for safety.- Musk thinks that Ray Kurzweil's prediction of AGI by 2029 is pretty accurate, give or take a year.
 
In the recent spaces for X.ai, Elon mentions that he can't go into specifics, but Tesla has found that the solution to AGI was much simpler than they initially thought. He goes on to stipulate that they'll still need a lot of compute and they're not trying to solve AGI with a laptop, but he reiterates that they've discovered the answer is not as difficult as they thought it would be.

Listening to this I had the feeling they've made some serious advances and with the impending ramp of DOJO, I continue to be excited for Tesla's future.
 
Elon said yesterday during the twitter space that there will be an electricity shortage in two years and he implied this will be in part because of the scaling of AI computing. I am not able to believe this after doing a few calculations.

However, I take this as an indication that Tesla and x.AI are aiming for a further significant growth in AI computing performance beyond October 2024 where the goal is to reach 100 Exa Flops AI Performance according to the tweet shared by Tesla AI on June 21, 2023.


By extrapolating the curve I get targeted 300 Exa-Flops AI Performance by Juli 2025

🤯
 
What really bothers me is that Musk never ever acknowledges that data you feed AI might be biased.
If you fed AI with public domain literature only (so before ~1940), it would get peculiar ideas about women. Or about people that don't live in Europe/US. And this is the first example that came to mind.
It's at least 60 years that some universal truths have been demystified, or de-structured, or at least complicated. You always have bias, big or small. Sometimes you can ignore them, sometimes not.

He always seem a bit too semplicistic, but maybe it's just in these presentation events.
 
What really bothers me is that Musk never ever acknowledges that data you feed AI might be biased.
If you fed AI with public domain literature only (so before ~1940), it would get peculiar ideas about women. Or about people that don't live in Europe/US. And this is the first example that came to mind.
It's at least 60 years that some universal truths have been demystified, or de-structured, or at least complicated. You always have bias, big or small. Sometimes you can ignore them, sometimes not.

He always seem a bit too semplicistic, but maybe it's just in these presentation events.
In the supercut, I think it was mentioned, hence importance of provable science (physics) that can't be Waluigied (create a Luigi, get a WaLuigi).
 
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They also mentioned Twitter Community Notes as a solid source
I like Community Notes, but I find it a bit opaque: I don't know how it works.
I spent a decade of my life actively working on Wikipedia and wiki sites (I have taught more Wikipedia workshops in schools, universities, professional circles than I can remember) so I'm no stranger to these kind of mechanisms, but I assure you the devil is in the details.
How Community Notes is structured (who can write them, who can correct them, upvotes and downvotes, etc.) greatly affect the outcome. Groupthink can happen irregardless of the politics of the group. I've personally seen Community Notes that should have been Community Noted.
From what I've seen, Community Notes is a net positive and often rightly corrects a tweet.
But I'd love more transparency, would be good for everyone.