All-In Summit: Elon Musk on Ukraine, X, the creator economy, China, AI, & more
发布时间 2023-09-13 01:29:19 来源
摘要
This talk was recorded live at the All-In Summit 2023 at Royce Hall on UCLA's campus in Los Angeles.
(0:00) Besties welcome Elon via Starlink
(05:31) Ukraine and Starlink
(19:10) green shoots of X
(22:24) the creator economy and optimizing the X experience
(26:43) the ADL, free speech, and advocating for peace
(32:41) China
(37:20) AI
(44:30) where are we with self-driving?
Follow Elon:
https://twitter.com/elonmusk
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
GPT-4正在为你翻译摘要中......
中英文字稿
Okay, wait. I'll just read off all of your companies, Elon. I know them, but I'm just going to read them to make sure I don't miss one because there's so many now. Founder, CEO, Chief Engineer of SpaceX, CO Product Architect and Chairman of Tesla, owner, Chairman, C2 of X, X.com, founder of Boring Company, co-founder of Neuralink and OpenAI and president of the Musk Foundation.
好的,等等。我会把你的所有公司一一列举出来,埃隆。虽然我知道它们,但我还是要读出来,以确保我没有漏掉任何一个,因为现在有很多了。你是SpaceX的创始人、首席执行官和首席工程师,也是特斯拉的CO产品架构师和董事长,同时还是X、X.com、Boring Company的所有者和董事长,以及Neuralink和OpenAI的联合创始人,还是Musk基金会的总裁。
Did I get everything?
我有没有把所有东西都弄齐?
Yeah. Go like your winner of mine. Brainman David Saffa. And it said we open source it to fans and they just got the reason for it. Love you guys. I see the queen you can love. I'm going to leave. Where are you? I mean, here's Connie. It's kind of absurd. Where are you at, Starbys?
是的。去支持我赢家Brainman David Saffa吧。而且我们还宣布向粉丝们开源它,他们现在知道原因了。爱你们。我明白你可以爱上皇后的。我要离开了。你在哪里?我的意思是,这里有康妮。有点荒谬。你在星巴克吗?
I'm in flight. Currently. So this is a Starlink in flight connection.
我正在飞行中。现在使用的是Starlink的飞行连接。
Are you kidding me? That's, oh yeah, that works pretty well, huh? I think there's only one.
你在逗我吧?哦,是的,那个挺好用的,对吧?我觉得只有一个。
Wait, I think it's one of those.
等一下,我觉得是其中之一。
It's fantastic. I'm housed all in the works in an airplane at altitude. There's only one of those in existence, right?
太棒了。我住在一架飞行中的飞机上,飞行高度很高。这种飞机只存在一架,对吗?
It's on your plane. That's it. One on one?
在你的飞机上。就是这样。一对一的吗?
There are a number of designers that have a Starlink and there will be a lot more in the future.
现在已经有很多设计师拥有了Starlink,而且将来会有更多人使用它。
Starlink connection, assuming it's working properly is you're already able to tell you you're on the ground or on the air. Because unlike a geosick or satellite, the legacy is really less than 20 milliseconds. So it's a, in fact, for a lot of people, the sonic connection on the plane will be better than their connection at their house. That would be pretty great.
Starlink连接,假设它运行正常,你就能立即知道你是在地面还是在空中。因为与地球静止轨道卫星不同,传输时延实际上不到20毫秒。因此,对于很多人来说,飞机上的Starlink连接实际上会比他们家里的连接效果更好。那将是非常棒的。
How is the Starship doing? It was incredible to see the first launch, but I understand you're closing in on the second. I know you've been working really hard on that and the teams working hard on it. When do you think you're going to get the next one up and what are the chances it makes it to orbit?
星舰的情况如何?看到第一次发射真是令人难以置信,但我知道你们正在靠近第二次发射。我知道你们在这上面辛勤工作,团队也在为之努力。你认为下一次发射会在什么时候进行?它成功进入轨道的机会有多大?
Well, we have the second one stacked at Starbase. So it's ready to go. And we've shared that up in the last week. We believe we've completed the remaining items, so requested by the FAA. So we should get our license hopefully soon. But really the only thing, probably back, the second planet Starship this point is very comfortable.
嗯,我们已将第二艘飞船堆放在星基上,它已经准备好出发。我们在上周分享了这个消息。我们相信我们已经完成了FAA要求的剩下事项。希望我们能尽快获得许可证。但实际上,目前唯一的问题可能是第二艘宇宙飞船在星基时非常舒适。
Wow. What's your expectation or your hope in terms of the probability that it gets to orbit?
哇,对于它能够进入轨道的概率,你有什么期望或希望?
It's just a question of finding. Allum, just take to get the approval paperwork, whatnot. So that's really up to the FAA at this point. But what about making it to orbit? GVing? You got a shot this time?
这只是一个寻找的问题。Allum,只需要去准备并申请批准文件之类的事情。至于是否能够进入轨道呢?能用GV吗?这次你有机会吗?
We are doing a new staging technique called hot staging where you like the upstage engines or the ship engines, while the boost stage is still firing. And this is the most important way to do stage separation of rocket-burg orbit. But we did not try that on the last question and we're trying to get on this mission. We think it will be overall better. But I think probably about, I hope, well, almost 50% chance of getting to stage separation. And maybe at close to 50% chance of character orbits, if the hot staging is your separation method, is it works? I'd say maybe it's like a, you know, above, I'd say probably above 30% chance of getting to orbit this time, or as previously I said below 50.
我们正在进行一种新的舞台分离技术,称为热分离,其中你在提升阶段的引擎或船只引擎启动时进行后升空分离。这是进行火箭轨道分离的最重要方法。但我们在上一个任务中没有尝试过这种方法,我们现在正在尝试在这次任务中使用。我们认为这将是一种整体上更好的方法。但我认为,也许有将近50%的机会可以实现升空分离。如果热分离是你的分离方法,那么将近50%的机会可以进入轨道。我想说,也许这次的进入轨道机会高于30%,之前我说低于50%。
Is this, in terms of complexity, how complex is this of a problem compared to the other problems you've worked on in your career?
从复杂性角度来看,与你职业生涯中遇到的其他问题相比,这个问题有多复杂?
Well, so, I mean, making a rocket that is more than twice the size of the Saturn V, you know, it's a, in fact, with what's the next year of the rocket, it will have roughly three times the size of Saturn V in rocket, wherever it's signed to be, fully or rapidly reusable, whereas, you know, the Saturn V was completely expandable. And with Falcon I, we still expand the upper stage. But we break back the group stage, as people have probably seen the rocket landing videos, and we are also able to recover the variant with the Falcon I, but these things do land to quickly out to sea. So it takes a while to bring it back to board and get the way to fighting. The thing that, you know, so there's a scale of starship, but then also the fact that it is a scientific full and rapid reusability. So both the booster and the ship come back to launch site. They get caught by these giant racers' arms. We've seen converse as Godzilla. It's basically that catches this giant rocket, you know, better, and puts it back on the launch stand and gets ready for launch. So it will be capable of, you know, basically aircraft level flight rates. But it's much bigger than, say, 747 or HV8.
嗯,所以,我的意思是,制造一枚比土星五号火箭大两倍多的火箭,你懂的,事实上,下一代火箭的规模约为土星五号的三倍,无论它是完全可重复使用还是快速可重复使用。而土星五号则是完全不可重复使用的。我们使用猎鹰一号时,虽然可以扩大上级火箭,但是我们重新利用了第一级火箭,正如人们可能已经在火箭降落视频中看到的那样。我们也能够回收猎鹰一号的变种,但这些火箭在海上着陆后会较快地被运回来。所以需要一段时间将它们运回港口进行检查维修。重要的是,我们有了星舰的规模,还有它的全面和快速的可重复使用性。所以,助推器和船只都能返回发射场。它们会被巨大的机械臂接住,你可以把它们想象成哥斯拉那样的巨兽。它们会将这枚巨大的火箭接住,然后将其放回发射台,准备再次发射。因此,它将能够达到与飞机相似的飞行频率,但它比747或HV8等飞机要大得多。
Oh, Elon, can we talk about the events of, was it last weekend, the whole Ukraine Starlink thing? Can you give us like the TikTok of like, what's going on and like, how you're being forced to decide? But like, what is it like in that decision room, if there was one, or wherever you were, where you're trying to figure out, am I keeping this on? Do I turn it off? What is going on? People must have been bombarding you. Do you think you can share about what that was like? How you made the decision?
噢,埃隆,我们可以谈谈上个周末的那些事件吗?是乌克兰的Starlink事件。你能给我们解释一下,发生了什么,以及你被迫做出什么决定吗?在做出这个决定的时候,你所在的决策房间是什么样的?或者无论你在哪里,当你在努力弄清楚是保持开启还是关闭时,情况是怎样的?人们一定在纷纷向你提问。你能分享一下那种情况是怎样的吗?你是如何做出决定的?
Yeah, so I think it was actually mistaken a little bit in the understanding of the situation. You know, obviously, we, SpaceX have provided Star Link connectivity for, you know, to Ukraine really since the beginning of the war. We really think within a few days of the war starting. And as the Ukrainian government said, the Star Link was instrumental in the effects of Ukraine. So, you know, they've said that really many times, although the media forgets to mention that. So, and in fact, they've said it on Twitter, it, you know, it's totally known as Twitter. It's going to take a while to get that right. Yeah. Yeah.
嗯,我觉得对于这种情况的理解可能有一点误解。你知道,很显然,SpaceX自从乌克兰战争开始以来就一直为乌克兰提供了“Star Link”网络连接。我们真的认为自战争开始几天后,这项服务对乌克兰产生了重要影响,正如乌克兰政府所说。虽然媒体往往会忽略这一点,但他们真的说过很多次。事实上,他们在推特上也说过,你知道,完全是众所周知的。这个需要一些时间才能正确理解。嗯,对,是这样的。
So, you know, you don't have to take my word for it. You just read what they posted. You know, so there's only just been incredibly helpful to you in the Ukraine World War effort. We're here to find out a pocket very significantly to help them. And, you know, at the time this happened, the region around Crimea was actually turned off. Now, the reason it was turned off was actually originally was because the United States had sanctions against Russia. And we're not allowed to actually, that includes Crimea in the sanctions. And we're not actually turned on connectivity to sanctions because we have to explicitly go on approval. So, we did not have the US government.
所以,你知道的,你不必完全相信我的话。你只需要阅读他们发布的内容。你知道,这对你在乌克兰的战争努力中是非常有帮助的。我们在这里是为了发现一些非常显著的途径来帮助他们。而且,在这件事发生时,克里米亚周围的地区实际上是被隔离的。现在,它被隔离的原因实际上最初是因为美国对俄罗斯实施了制裁。制裁包括对克里米亚的,我们不能与制裁连接。我们必须明确获得批准才能连接,因此我们没有美国政府的支持。
So, so basically the Ukraine didn't give us any advance warning for his up or anything, but we just got the sort of urgent calls from the Ukraine government saying that we needed to turn on Crimea. It's like in the middle of the night. We're like, what are you talking about? You lost. It's a four. You know, and that, you know, we're basically figured out that this was kind of like a Pearl Harbor time attack or a festival on the Russia festival. So they're really asking us to really for actually take part in a major act for. And, you know, what we have so to certainly have huge of his board for the Ukrainian government. The Ukrainian government is not in charge US people or companies. That's not how it works. And, and Elon, if I could just. I should say that, you know, we'll blow in lots of President Biden's big extent. If I received a presidential directive to turn it on, I would have done so because I do regard the president as the chief executive officer of the country with whether I want that president or not, I so respect the office. And so, you know, if I come to request for the president type of thing, you said, American president, which I clear. Then I would have turned it on. You know, so, but those such requests came through.
所以,基本上乌克兰对我们并没有提前任何警告或其他任何事情,但我们刚刚收到了来自乌克兰政府的紧急电话,要求我们开启克里米亚。这就像是在深夜的时候。我们当时很疑惑,你们到底在说什么?你们已经输了啊。这是四个数字。然后我们发现,这就像是一次珍珠港袭击或俄罗斯庆典中的一部分。所以他们真的要求我们真的参与一个重大行动。而我们所具备的,当然是对乌克兰政府拥有巨大的责任。但乌克兰政府并不能掌控美国的人民或公司。事情并不是这样运作的。而且埃隆,如果我可以的话。我应该说,你知道,我们很支持拜登总统的政策。如果我收到总统的指令要求我开启,我会这么做,因为我将总统视为这个国家的首席执行官,无论我是否喜欢那个总统,我都尊重这个职位。所以你知道,如果我收到总统的要求,你说的美国总统,这一点我很明确。然后我会开启。所以但是并没有收到类似的请求。
That's a really interesting point. And your, I mean, the, what you're most referring to is you're now being attacked. I saw there was, you know, there's Jake Tapper. The other day on CNN interviewing our secretary of state was just, he was all lathered up basically attacking you for this. David David. I mean, it's a, to his credit secretary, the blanket was actually quite supportive, despite the absurd, you know, accusations and the questions of Jake Tapper. Yeah, he didn't take the bait. He didn't take the bait. To me, this is an example of no good deed goes on punish because if you had never given. I hope so. I hope some good deeds. Not going much. I mean, if you, if you had never given startling. It just, it's a smart idea. Yeah. But yeah, I mean, my point is just if you had never given startling to the Ukrainian government for free voluntarily, you just volunteered it, then no one would be attacking you right now for not turning it on so they could do their attack on Crimea.
这是一个非常有趣的观点。而你,我的意思是,你最关心的是你现在正在受到攻击。我看到有人,你知道,有杰克·塔佩尔(Jake Tapper)。前几天在CNN采访我们的国务卿,他实际上很愤怒地攻击你。大卫·大卫。我的意思是,值得称赞的是,尽管杰克·塔佩尔发表了荒谬的指责和问题,国务卿对你的支持还是很明显的。是的,他没有上钩。他没有上钩。对我来说,这就是好心没好报的一个例子,因为如果你从未自愿免费给乌克兰政府提供致命武器,他们现在就不会攻击你,说你没有提供支持去应对克里米亚的袭击。
Also, one other thing I'll note is that your reason for not turning it on, which is you don't be part of what could be a major escalation, was exactly, was exactly the reason the Biden administration did not give a tackums, a tack of missiles to Ukraine at that point in the war. Now, they may be changing their minds, but they were very worried about an attack the administration was an attack on Crimea triggering some huge escalation in this war. So, not only did you not receive a directive from President Biden, you were thinking was very much in line with theirs at the time, and you're being attacked for that now.
另外一个我要提到的事情是,你不打开的理由是你不想成为可能导致重大升级的一部分,这正是拜登政府在战争期间不向乌克兰提供导弹攻击的原因。现在他们可能改变主意了,但他们非常担心袭击克里米亚会引发这场战争的巨大升级。因此,你不仅没有收到拜登总统的指示,而且你当时的思考方式非常符合他们的想法,现在却因此而受到攻击。
There's something you mentioned, which is that you did this at a lot of economic cost to SpaceX. Can you just talk about that for a second? Because I'm not sure people understand who's paying for what right now and who hasn't been paid and, you know, etc.
有一件事你提到过,就是你以很大的经济代价来完成了这件事。你能不能简单谈谈这个问题?因为我不确定人们是否了解现在是由谁来承担费用,还有哪些费用尚未支付,你知道的等等。
Yeah. Well, I should say like a lot of people contributed to the effort. Starring is the fundamental communication backbone of the Ukrainian government and essential services like British responders and that kind of thing. And, you know, it's used peacefully, relatively, usually on the war front. It is the only thing that works on war front. Everything else is being jammed by the Russians. So, it's the only thing that works. Not one of the things.
是的,嗯,我应该说很多人为此做出了贡献。Starring是乌克兰政府和英国应急响应等重要服务的基本通信骨干。你知道,它通常在战斗前线上以相对和平的方式使用。它是唯一在战斗前线上有效的东西。其他一切都被俄罗斯人干扰了。所以,它是唯一有效的东西,而不仅仅是其中之一。
But I think you have to sort of think of say, you know, taking the actual example of Paul Haber and say like, well, how did that work out for Japan? It didn't work out well at all. Because it was a tactical victory, a strategic defeat, and it raves the very public who's sort of nationally one of vengeance for the sack. You know, the sack. And I think that, you know, while it makes on the same scale, that there was certainly that potential of sort of many people. With ourselves getting a mass escalation of hostilities. But not this would not be brought to feed Russia. We're getting in range Russia.
但是我认为你必须考虑一下,拿保罗·哈伯的真实例子来说,比如说,这对日本来说效果如何呢?结果一点也不好。因为这是一次战术的胜利,战略上的失败,并且引起了国内民众对报复的愤怒。你知道,报复的愤怒。而且我认为,虽然规模不同,但也存在许多人的潜在冲突升级的可能性。但这不会导致与俄罗斯的冲突。我们只是接近俄罗斯的范围而已。
Do you donate the network or do they pay you for it?
Sorry. So, I'm actually not sure what the final accounting is at this point. I think at one point, at one point, you're calculating our sort of cost of sporting things that are roughly $100 million. Now, the $100 million does not count the mass of risk to the entire starting constellation. Because Russia would like to have the entire thing deleted. So, you know, nobody's compensating us for that. And so, if we were to get safe, our control center were take down cyber attack. They, you know, they could come out a little satellite to be open and destroy the power system. Or use anti satellite weapons. So, you know, these are, this is pretty significant risk. For which we have enough conversation and obviously would be catastrophic to the entire. Stalling system, which is, you know, approaching $10 billion.
你是捐赠这个网络还是他们为此付费?
抱歉。实际上,我现在不确定最终核算是什么。我记得有一段时间,你们计算了我们大约1亿美元的体育费用。现在,这1亿美元并不包括整个初创星座所承担的风险。因为俄罗斯希望将整个系统删除。所以,你知道,没有人为此向我们做出补偿。如果我们的控制中心在网络攻击中瘫痪,他们就有可能发射卫星并摧毁电力系统。或者使用反卫星武器。所以,你知道,这些是相当大的风险。我们进行了充分的讨论,显然对整个星座系统来说将是灾难性的,这个系统的成本接近100亿美元。
Elon, do you think the current government administration.
One saying, hey, $10 million. And then actually, I say one of the broad and interesting things was, as you've seen this, there's a very large amount of money that's been appropriated for Ukraine. You know, I'm not sure what the total is at this point. But it must be 100 plus 100 billion or somewhere from 80 and 100 billion. You know, now all of the, you know, other sort of providers, US providers of support to Ukraine are being paid. So then why should space actually excluded that doesn't make sense. We're doing one of the most valuable things. And yet, our getting the least money, the system, sir. But, you know, despite that, we're still happy to keep it on.
埃隆,你认为现任政府的管理情况如何?
有一种说法,嘿,1千万美元。实际上,我认为最广泛和有趣的事情之一是,在你看到这个问题时,已经有很多资金拨款给乌克兰。我不确定目前的总额是多少。但必须是100亿加1000亿或者在80亿到1000亿之间。你知道,现在给乌克兰提供支持的美国提供者都得到了支付。那么为什么太空项目会被排除在外呢?这没有道理。我们正在做最有价值的事情。但是,我们得到的资金最少,这个系统,先生。但是,尽管如此,我们仍然愿意继续保持。
And.
Elon, does the Biden administration have it out for you? And why? Why do we gave you that idea?
Yeah. But let me ask you own and control. How do you have a full administration that's out right there? Right. I think it's probably aspects of the administration. Is it not, you know, aspects of interests aligned with the President Biden, who probably do not wish good things for me. I don't know, you know, really what their issue is. But there does seem to be a significant increase in the webinization of government. And I think really sort of misuse of prosecutorial description in many areas where, and I think this is really an dangerous thing for, you know, for, I don't know, for them to be partisan politics with government agencies. It's just really. And then I think from, you know, from saying that the Democratic Party standpoint or say Biden administration standpoint, I think the danger here is that it is significant misuse of prosecutorial discretion. Let's say, one says, okay, everyone's equal under the law. Yes, but who are you, who are you choosing to pursue? And if you're pursuing what appeared to independent voters to be trivial cases while ignoring serious crimes, I talk to imagine that a lot of independent voters, that's going to win over a thoughtful independent voters.
埃隆,拜登政府对你有意见吗?为什么?为什么会给你这样的感觉?
是的。但让我问你一下,你自己如何看待掌控整个政府的情况?对的。我认为可能是政府中的某些方面。可能是拜登总统利益相关的方面,他们可能不希望我有好下场。我不知道,真的不了解他们的问题是什么。但似乎政府的行政权力滥用和政府机构的政党政治参与有明显增加,这对政府来说是一件危险的事情。从民主党的角度或拜登政府的角度来看,我认为这里的危险在于滥用了很大的行政自由裁量权。假设法律面前人人平等,是的,但你选择追究的是谁?如果你追究看似琐碎的案件而忽略严重的犯罪,我想很多独立选民会对此深思熟虑。
Did things change when you bought Twitter?
你购买Twitter后,情况有所改变吗?
Yeah, I think that it changed somewhat. You know, I'll go with the sort of, you know, the X platform is really sweet. A level playing field, a public square that is sport of, you know, most of the country, let's say that the middle 80% or something like that.
是的,我认为它有些变化。你知道,我会选择那种,你知道的,X平台真的很棒。一种公平竞争的场所,一个公开的广场,基本上是国家的大部分,比如说中间的80%左右。
Now, that's not in the case really for all social media. So, all social media have been really very, very left-leaning, quality, and it really was called at-leaning. You know, the suspensions of, of, um, Sarah Republican candidates or interests or voices was really at least 10 times the rate of suppression of left-leaning voices on, you know, like, on the whole Twitter. So, so, you know, what I wonder if I do is we move it to the middle, which from standpoint of, say, the left appears, it is moving to the right, very relative, if you're standing on the left. But it's not, it's still moving to the middle, but that's all. And in an attempt to actually represent the whole country and, and not just, um, here, half country or even maybe less than half country.
现在,并非所有社交媒体都是这样的情况。因此,所有社交媒体都极其左倾,注重质量,实际上被称为左倾。你知道的,对于共和党候选人或者利益或者声音的禁言至少比左倾声音在整个Twitter上被压制的频率高10倍。因此,我想知道的是是否我们将其移到中间地带,在左派的角度来说,似乎是向右移动,但这是相对的。但仅此而已。而为了真正代表整个国家,而不仅仅是这里一半甚至可能不到一半的国家。
So, that's it really. So, I think there's like, there's really nothing to be alarmed about here. It's, you know, it's just that it's, it's intended to be a town square inclusive of the whole country and also, you know, and the world. That's all.
所以,就是这样。所以,我觉得真的没有什么值得担心的。你知道,它只是一个旨在成为整个国家以及全世界包容性广场的地方而已。就是这样。
It's been, I guess you took over, um, X Twitter on Halloween weekend, if I remember correctly, when you got to the building, you got the keys. Uh, David and I were lucky to be there with you when you got the keys and we got to check things out. Um, this is 10 months into the turnaround. Uh, and it wasn't a high functioning organization, I think, when you took it over. Where is the company at now and are you pleased with, I guess, the progress because it looks like new features are getting launched. The product velocity is great.
我记得,大概是在万圣节那个周末,你接管了X公司的推特账号。当你到公司的时候,你拿到了钥匙。David和我很幸运能和你一起在你得到钥匙的时候去看看公司情况。这时候已经是公司进行重组的第十个月了。我想,在你接管的时候,公司并不是一个高效运作的组织。现在公司发展到什么程度了?你对进展是否满意?因为看起来有新的功能在推出,产品更新速度也很快。
Uh, obviously advertising's been challenging, but it feels like there's some green shoots. So, so how do you feel about the purchase now?
嗯,显然广告业面临一些挑战,但感觉现在有一些希望的迹象。那么,你现在对这次购买有什么感觉?
Yeah, well, I should say we're recently seeing a significant increase in advertising, which is great. Um, so that's, uh, if that track continues, um, I think the company will be in very good financial shape on the advertising front. Um, so that in terms of positive developments that, that seems to be one of them.
是的,嗯,最近我们看到广告有显著增长,这非常好。嗯,所以,如果这个趋势持续下去的话,我认为公司在广告方面的财务状况会非常良好。嗯,在积极变化方面,这似乎是其中之一。
Um, and, um, from a feature standpoint, I think those are using the system. I think we've, I think we might have a little bit more new features, you know, in the last, I don't hear them in the last. You know, all, all, sort of, in five years. Yeah, this, this really, the feature, the feature development pace is very rapid. Um, and this has been done with really about 15% of the original company. Um, a little more 15, 20%. Um, so it's, it's really, you know, efficient.
嗯,从功能的角度来看,我认为这些都是在使用该系统。我认为我们可能有更多的新功能,你知道,过去几年里我没有听说过它们。嗯,这真的,功能的开发速度非常快。这在原始公司中只用了大约15%的资源。稍多一些可能是15%至20%左右。所以,效率非常高。
Uh, you know, at the end of the day, you have to say, you know, how complicated is a system, uh, like the X Twitter platform. Um, um, you know, how different is it from a group chat, frankly, it's like a group chat at scale. Um, so, I don't think you need an army to maintain a group chat. Yeah. Yeah. I mean, it's, it's not the self-driving platform and it had maybe 10 times as many people working on it as the self-driving platform at Tesla.
嗯,你知道的,说到底,你必须承认,像X Twitter平台这样的系统有多么复杂。嗯,你知道的,与群聊相比有多么不同,坦白地说,它就像是一个大规模的群聊。嗯,所以,我不认为你需要一个军队来维护一个群聊。是的,没错。我的意思是,它并不是自动驾驶平台,但它可能有自动驾驶平台在特斯拉上工作人数量的十倍。
Which seems crazy. The entire self-driving AI software team is 200 people. And, uh, we're very, very, very, very, very, very complex then for, for, for, you know, much better. A lot more. Um, you know, there's other things that obviously need to be done like, uh, our sales, um, helps the network operations and, um, how can you talk to us about it?
这看起来很疯狂。整个自动驾驶人工智能软件团队有200人。而且,嗯,我们非常、非常、非常、非常、非常、非常复杂,这样能提供更好的服务。还有很多其他事情需要做,比如我们的销售,帮助网络运营,你可以和我们谈谈吗?
No, it's really not, it's not a huge, uh, I don't like to say it. Don't even know me for, for, for, for what we're doing here. And I think, you know, the people that are, um, still have company RRC, be very productive in creating and leveraging your features. Um, and, um, you know, we keep seeing some record, record usage and, or, and the, the, the most for the most for the most number is really the user seconds after reported by the mobile device, especially iOS.
不,真的不是这样,不是很重大的事情,呃,我不想说出来。你甚至都不了解我,不了解我们在这里做什么。我认为,你知道的,那些仍然在RRC公司工作的人非常有生产力,能够创造和利用你们的特点。我们不断看到一些创纪录的使用情况,尤其是移动设备,特别是iOS设备上报告的用户秒数。
The, the, you know, the iOS, uh, court, what, our, our reports as the screen time is the, is, is the least gameful metric. Um, and those numbers are extremely, uh, very good. Um, so, you know, I think, of course, it's the optimistic about where things are added. And I, I feel like the companies don't, you know, just recently, don't corner. Um, and, you know, it's, and, um, at least moderate prosperity and, and hopefully significant.
嗯,你知道的,iOS,啊,法庭,什么的,我们的报告显示屏幕使用时间是最不具有娱乐性的指标。嗯,这些数字非常好。所以,你知道的,我认为,当然,对于事物的进展持乐观态度。而且,我觉得公司们最近并没有被限制。至少可以说是适度繁荣,希望能有重大进展。
Tell us about, um, the success of sharing revenue. Why did you do it? And then just the, the vision you have for just the creator economy and what you want that to evolve into and build into.
告诉我们一下,嗯,分享收益的成功案例。为什么要这样做?并且描述一下你对于创作者经济的愿景,以及你希望它如何发展和壮大。
Yeah, I mean, it sounds the reason that if, if you're a creator and, uh, you need to, um, you can make a living for what you do. Um, so there's going to be, um, you know, fair compensation and competitive compensation for a creator, whether they're doing, you know, writing or pictures, video, whatever the case may be.
是的,我的意思是,如果你是一个创作者,你做的事情能够养活你自己,这听起来很有道理。所以,对于创作者来说,不论是写作、绘画、拍摄视频等等,都应该得到公平竞争的补偿。
Um, and, uh, so we're not, we're not really in, you know, advancing anything new here. Um, so you know, as YouTube does with creators, they will ship a few revs here, um, without advertising. And so we're doing a revs here without advertising. Um, we're pulsing it, you know, obviously they have an able direct subscription to, uh, accounts where whatever that somebody, you know, you could be doing audio video, log form text, anything. And you could subscribe to someone and, um, that's, you know, obviously that's where you put some scriver and a gliving as well. You know, for a creator to make a living.
嗯,唔,所以我们并没有真正提出任何新观点。呃,正如YouTube对创作者做的那样,他们会在这里提供一些没有广告的策略。所以我们正在这里提供没有广告的策略。呃,我们会不时提供,当然他们会有一个可直接订阅的帐户,不论是音频、视频、长篇文字等,你都可以订阅别人的内容。那是一个创作者谋生的地方,你可以放置一些付费订阅和捐赠。对于创作者来说,这是一种生活方式。
So the intent is for the X platform to be the best home for creators. Uh, where if you've got interesting content, then you, you want to put around platform and, um, you know, there's a lot of questions about like sort of yellow, but not I should mention like the yellow is, uh, I think almost all of it is open sourced and we will, uh, I think quite soon have the entire thing open source. Uh, the only reason it really hasn't been done entirely with the source yet is because we're somewhere in the cover to need to just clean it up before putting something extremely embarrassing out there. But the point is that like we want transparency votes trust and if you've got, um, if you can recreate the results on the X platform of how viral posts is going to be independently using the, uh, the, the, the public algorithm, you know, the Oculus algorithm. Um, that's really where we want to get to. Um, so you kind of, you kind of know what to expect. Um, and why something happened.
因此,我们的目的是让X平台成为最适合创作者的家园。如果你有趣的内容,你希望将它放在这个平台上。关于平台的一些问题有很多问题,比如开源的程度,我应该提到的是,开源的内容几乎全部,很快我们会完全开源。之所以还没有完全开源的唯一原因是因为我们还需要在发布一些极其尴尬的内容之前对其进行清理。但重点是我们希望透明度带来信任,如果你能使用公共算法,也就是Oculus算法来独立地重现在X平台上病毒式发布的结果,那就是我们想要达到的目标。这样你就可以知道会发生什么,以及为什么会发生。
Um, no, no, I should say we are trying to optimize for a user of time. Um, on the platform. What this naturally means is that, um, posting content that someone looks at longer is going to get higher priority than content that is short. So just because the system is trying to. Max is, it's, it's, it's aspiring to maximize, uh, you, uh, undergrat that user of minutes is what I call it. So like basically how do we, um, if we're succeeding, you want to spend more time on the platform and you want to, and I'm having spent that time, you don't want to regret it.
嗯,不,不,我要说的是我们正在致力于优化用户的时间。嗯,在这个平台上。这自然意味着,浏览者观看时间更长的内容将比短时间的内容优先显示。所以系统正试图最大化,它渴望最大化,你明白的,在我看来,用户使用的分钟数。所以基本上,我们如何在成功的同时,让你在平台上花更多时间,并且在花费了那么多时间后,你不想后悔。
Um, I'm speaking of TikTok. Um, you know, this, I've had a lot of people tell me they spent a lot of time on the TikTok and they regret it. Um, we don't want to be, we want it to be that you spend a lot of time on the X platform and you learn a lot. Uh, you, you're entertained and you don't regret it. So we are optimizing for, you know, use of minutes and like I said, aspirationally, I regret it. Use of minutes.
嗯,我在说TikTok。嗯,你知道吧,我听很多人告诉我他们在TikTok上花了很多时间,现在后悔了。嗯,我们不希望成为那种你在X平台上花了很多时间,但什么都没学到的地方。我们希望你在这里既得到娱乐,又感到满意,不后悔。所以我们在优化使用时间,就像我说的,我后悔的使用时间。
Uh, if you, if you, the more content that you post on the system, the more reach that thing will get because the system is saying, oh, there's a user is spending more time in the platform because they're, they're seeing, say your podcast or reading. Um, along from article or watching some video. Um, but that's going to get a lot more time than say if you link to a video elsewhere or you link to an article elsewhere. That, that, that, that, that, that, that, that, that means you'll see, we'll be on that post for a very short period of time. And so the, the system will be like, okay, that did not increase, uh, user time. So it will, it won't be a bit, it will get less attention than actually posting content natively on the system.
嗯,如果你在系统上发布越多的内容,那么这个内容就会得到更多的曝光,因为系统会认为有用户在平台上花更多时间,因为他们可能在听你的播客、阅读文章或观看视频。但是相比于在其他地方链接到视频或文章,这将得到更多的时间关注。也就是说,用户会在该帖子上停留的时间很短。因此,系统会认为这并没有增加用户时间,所以它将会得到比原本在系统上发布内容时更少的关注。
Do you want to talk, um, about, uh, the ADL and you, uh, sort of where, what the status of that is, whether you're pursuing a lawsuit or not or where that stands? Um, I think we'll have to see about that. I mean, um, yeah, I mean, the fact matters that, uh, ADL did, you know, did initiated white car, then we call it a white car, they call it a pause. But, you know, pause that is never ending. It's white car. Yeah, it's insane.
你想谈谈关于反诽谤联盟(ADL)和你自己的情况吗,关于是否打算提起诉讼或者现在处于什么状态?嗯,对于这个问题我们可能还需要观察一下。我的意思是,嗯,是的,我是说,事实是ADL发起了所谓的"white car",他们称之为"暂停"。但是,你知道的,这个"暂停"没有止境,就是"white car"。是的,这太疯狂了。
Uh, so, and, and we just, we saw a massive drop in, uh, US advertising. We saw basically no change in advertising in Asia, but domestically, ADL is strong. We saw, uh, 60% drop in advertising. So, you know, that's, uh, pretty intense. Um, and, um, and this is despite, you know, showing repeated, uh, analyses of the system, including third party analysis of the system, which actually showed that, uh, you know, the use of a full content, uh, declined. So, you know, the third party to have all the data and analysis that actually does less state speech.
嗯,所以,我们刚刚看到美国广告出现了巨大的下降。在亚洲地区,广告基本没有变化,但在国内,广告联盟依然强大。我们看到广告下降了60%。所以,你知道的,这相当严重。尽管我们反复展示了系统的分析结果,包括第三方对系统的分析,事实上显示内容的使用下降了,但情况仍然如此。所以,第三方拥有所有的数据和分析,事实上它显示了较少的国家言论。
Um, the issue, I think with the ADL is not a question of hate speech. It's not a question of 70% obviously. Uh, it's that the ADL and a lot of other organizations have become activist organizations, um, which are acting far beyond their, um, uh, state advantage or their original mandate. And, and I think far beyond the work donors to those organizations think they are doing.
嗯,我认为ADL的问题不是仇恨言论的问题。显然也不是70%的问题。嗯,问题在于ADL和许多其他组织已经成为活动组织,它们的行动已远远超出了它们的州立优势或最初的任务。而且,我认为这些组织的捐助者认为他们所做的工作远远超乎了他们的预期。
Um, you know, one of the things that the ADL was extremely opposed to, and in fact, was instrumental in, in happening, was that the ADL was instrumental in getting, um, uh, the, um, the, um, the, the ADL was instrumental in getting the ADL. Um, and then when we, we, we, we, we, we, we restored the account, um, that they made it super clear that they regarded simply restoring his account on, you know, which, well, he hasn't even said anything, you know. Um, he hasn't at least said something or post something for their incremental, painful, painful content. This is absurd.
嗯,你知道的,ADL(反诽谤联盟)极力反对的一件事,实际上,他们在其中起到了重要作用,就是ADL在努力争取ADL。嗯,然后当我们恢复了这个帐户时,他们非常明确地表示,他们仅仅是恢复了他的帐户,这一点他们都没说什么。嗯,至少他没有为他们递增的、痛苦的内容发表过任何言论或发布过任何东西。这太荒谬了。
Um, and what's this got through with Andy Simmons? You know, Donald Trump's son, or she's, she was going to be pretty sure he's not anti-Semitic. Okay. Um, he knows the wedding. So, um, this, this, so, so, so, so, the problem is that a lot of these, um, organizations like said, they've really been captured by the work agenda and they're, they're pushing, um, you know, series of beliefs and values that I think are often contrary to what they're done is believe. And that's, uh, that's what we have in this situation.
嗯,还有关于安迪·西蒙斯的事情呢?你知道的,唐纳德·特朗普的儿子,或者说,她确信他不反犹太人。好吧。他知道婚礼的事情。所以,问题是很多这些组织,他们真的被工作议程所控制,他们在推动一系列信仰和价值观,我认为这些信仰和价值观往往与他们的信仰恰恰相反。这就是我们现在的情况。
Well, yeah, I'll note that the two positions that you've taken that have brought the most heat on you. Number one, defending free speech. Number two, advocating peace. And how dare you? Yeah. How dare you? How dare you? And there's, there's an article. I mean, opposite world is. Yeah. We're living in a world. There's, there's an article in today's New Yorker calling you a supervillain because you're advocating peace and protecting the First Amendment. I mean, it's like completely upside down. Do you want people to eat their vegetables? At this point, you literally cannot tell actual press from parody.
嗯,是的,我会注意到你所采取的两个立场,这让你引来了最多的争议。第一,捍卫言论自由。第二,倡导和平。你竟敢这么做?是的,你竟敢!你竟敢!而且有一篇文章。我是说,这个世界真是反了。是的。我们生活在一个世界里。有一篇文章在今天的《纽约客》上称你为超级恶棍,因为你倡导和平和保护第一修正案。这完全颠倒了。你希望人们吃他们的蔬菜吗?到了这个地步,你已经无法分辨真正的新闻和讽刺了。
No. It's like, if that was a family or onion. No, no, you're doing it. You're doing it. And change the matter to, you know, that one be whatever I need or something like that. And pass them parody thing and be like, Oh, that's a good joke. Yeah. It's normally advocate for peace. That's, you know, of course. We want to get rid of all the nuclear weapons. Hey, hold on. There was a, there was a, yeah, that's a, what? The funniest, the funniest skit that didn't make it on SNL that we were work shopping was probably Woke James Bond. And we wanted to do like this, Woke James Bond and, you know, I will tell you some of the jokes. It was pretty hilarious. But then we were just talking about a story that broke in The Guardian about the new James Bond novel and short story is to Woke. And it's literally the parody we did two years ago.
不,就好像是,如果那是一家人或洋葱一样。不,不,你正在做这件事。你正在做这件事。而且把事情改变成,你知道的,那个可以成为我所需要的任何事物之类的。然后它们通过了模仿的东西,感觉像,哦,这是个好笑的笑话。是的。通常我们倡导和平。那当然啦。我们想要消除所有的核武器。嘿,等一下。有一个,有一个,是的,那是一个,什么?最有趣的没能在“周六夜现场”上播出的小品,我们最初想做的可能是《觉醒的詹姆斯邦德》。我们打算像这样做,觉醒的詹姆斯邦德,你知道的,我会告诉你其中的一些笑话。它非常有趣。但然后我们刚刚谈到了《卫报》上爆出的新的詹姆斯邦德小说和短篇小说被称作“觉醒”。这简直就是我们两年前做的模仿。
Elon speaking of Keith, we had a grim Allison's reality. And also like the, you know, the conspiracy theories that haven't come true list is, you know, quite short. And we really need walk and spur these generated because we're running out of to find the trim. Okay, it's to be that man checked off his accurate. So, I don't know if it was, you know, responsible for these conspiracy theories, but, you know, we've seen some more material. Paging Alex Jones.
埃隆谈到基思时,我们有着令人沮丧的艾莉森的现实。而且,你知道的,那些尚未实现的阴谋论列表很短。我们真的需要迈出步伐并激发这些想法,因为我们正快要找不到修剪的可能性了。好吧,看起来那个人搞对了他的准确性。所以,我不知道是不是他负责这些阴谋论,但是我们已经看到了一些更多的材料。呼叫亚历克斯·琼斯。
Elon, we had Graham Allison here today. I know you talked about his book. We had Ray Dalio here. We had Rokana. And we talked a lot about China, the US relationship with China. You are, you have several businesses that have deep supplier and customer relationships in China. Given what's going on and clearly the tenor has changed, the mood has changed with respect to US policy towards China, what it's like in DC, what it's like in Silicon Valley and how everyone talks about the relationship with China today. It's pretty crazy how quick things have changed. As a business leader with all these business relationships with China, how do you make decisions and how things are changing and how do you think about where this has had it?
埃隆,今天我们请来了格雷厄姆·阿利森。我知道你谈到了他的书。还有雷·达里奥和罗卡纳都来了。我们谈了很多关于中国和美国的关系。你有好几家企业在中国有深厚的供应商和客户关系。鉴于目前的形势,美国对中国的政策明显发生了变化,华盛顿和硅谷的氛围也发生了变化,人们对与中国的关系今天谈论的方式也发生了变化。事情变化得太快了,作为一个在中国拥有这么多商业关系的企业领导者,你是如何做决策的?你如何思考这种变化会带来的影响?
Sure. Well, I mean, I'm just terrified here. You know, SpaceX has no, it's SpaceX and Starlink. No, it's in China whatsoever. They're not like SpaceX does launch China satellites and Starlink is abandoned in China. So, so we clear it's SpaceX Starlink zero business China. In the case of Tesla, one of our, well, all four vehicle factories, one is in China. So, you know, it's a significant car market, but it is, you know, so what I'm trying to say is like by following the call of my business interest, if I have a purely bucket towel, which I aspire not to be, or outside of China, let's just be fair about that. Then with respect to, now that said, I think I understand China well, I've been there many times so met with senior leadership at many levels of China for many years. And so I think I've got a pretty good understanding, at least as an outsider or China. So, and it has been very successful domestically in China. So, you know, the fundamental thing here is, is really Taiwan. The China has, well, really since, for like half a century or so, it may be longer at this point, which is longer at this point.
当然。嗯,我的意思是,我在这里只是感到恐惧。你知道,SpaceX没有在中国的业务,包括SpaceX和Starlink。你知道,它们在中国没有任何业务。它们不像SpaceX会发射中国的卫星,Starlink也被放弃在中国。所以,我们很清楚,SpaceX和Starlink与中国没有业务关系。而对于特斯拉,我们有四家车辆工厂之一在中国。你知道,中国是一个重要的汽车市场,但是我们应该公平一些,我意思是如果我仅仅贪图商业利益,那就像把自己限定在中国之外。然而,在说到这一点时,我认为我对中国有很好的了解,我去过中国很多次,多年来与中国的高级领导层进行了多次会面。所以,至少作为一个外人,我对中国有相当好的理解。并且在中国国内取得了非常成功的成果。所以,这里的根本问题实际上是台湾问题。中国从半个世纪前开始,在这个问题上可能的时间更长了。
But the policies have been to reunite Taiwan with China. From this standpoint, you know, maybe it's analogous to like Hawaii or something like that, like an integral part of China that is arbitrarily not part of China, mostly because of the US. So, as the US, so we cleared, has stopped at any sort of reunification at the fullest. So, now really things get to the point, increasingly you're over here, where China's military strength is increasing, and ours is more or less static. And strategically, you know, you can imagine trying to defend Taiwan is not easy because it's very close to the coast of China. So, they will come a point, if, you know, probably not the not too distant future where China's military strength in that region parts of its US military strength in that region. And if one is to take China's policy literally and probably one should, then there will be some forceful force will be used for, you know, to incorporate Taiwan into China. This is what they've said that if there's not a diplomatic solution, there will be a solution by force. So, let me, if I can.
但是政策一直以来都是要将台湾与中国统一。从这个角度来看,你知道,或许可以类比夏威夷或者其他什么地方,就像中国的一个不可分割的一部分,但却因为美国的原因在中国以外。所以,美国,我们已经明白,已经停止了任何形式的最完全的统一。所以,现在真正的问题是,中国的军事实力在增强,而我们的则基本上保持不变。从战略上来说,你可以想象,保护台湾并不容易,因为它离中国海岸非常近。所以,如果中国在该地区的军事实力超过美军,很可能在不久的将来,就会出现这种情况。而且如果我们要对中国的政策字面上做出解读,可能应该这样做,那么他们肯定会使用一些武力,来将台湾纳入中国。这是他们说过的,如果没有外交解决方案,就会有武力解决方案。所以,如果可能的话,请让我来解释一下。
And so, really what's going on here and you see, you know, listen, in many areas, I think this template is going to increase is that, you know, both China and the US are preparing for a potential showdown, you know, in the South China state. So, that's why you're seeing, we're increasing restrictions on export of US technology to China, but such as the, the video is, the video H-100 is being banned, you'd not ship this China.
因此,实际上发生的情况是,你看,听着,在很多领域,我认为这种模式会增加的是,你知道,中国和美国都在为可能发生的南中国海冲突做准备。所以,这就是为什么我们看到我们正在加强对向中国出口美国技术的限制,例如,像视频H-100这样的视频被禁止向中国出货。
And I think there'll be more and more, you also know that it's not a shift, advanced chip making equipment to China. So, can I suspect China's going to respond with some reciprocal sanctions? And I think you'll see this kind of a temper tant our circle sanctions increasing in the next few years. So, I think quite a very hot temperature. And then we'll see this, is there going to be a diplomatic solution to your reification or a non-d diplomatic solution?
我认为会有越来越多的先进芯片制造设备转移到中国。因此,我怀疑中国是否会采取一些对等的制裁措施作出回应。我认为你将会看到这种对等制裁的温度会在未来几年不断上升。所以,我认为这会是一个非常炙手可热的问题。然后我们将看到,关于你所说的问题,是否会有一种外交解决方案或非外交解决方案。
I mentioned Nvidia, so let me just talk about AI and bring it back to that for a second. Can you tell us your regrets, but also the positives of the experience you had with OpenAI and then what your goals are with XAI? So, the AI discussion is certainly a long one, but could be a long one.
我提到了Nvidia,所以让我稍微谈一谈人工智能,然后再回到这个问题。你能告诉我们你在OpenAI的经历中有哪些遗憾,以及其中的积极因素,然后再谈一谈你在XAI方面的目标吗?所以,人工智能的讨论肯定是一个漫长的话题,但可能也非常复杂。
Digital super intelligence might be the most significant technology that humanity ever creates. It has the potential to be more dangerous than nuclear weapons. In case of the OpenAI, it was to have it not be a unipolar world where Google was at subsidiary, he'd mind, we control an overwhelming amount of AI talents and computers and resources, which then is somewhat dependent on basically how Larry Page and Sergey run and Eric Schmitt's colleagues actually go, because they've been through them, two out of three have control over health plan, so about super voting rights.
数字超级智能可能是人类创造出来的最重要的技术。它有可能比核武器更加危险。就OpenAI而言,他们希望不让这个世界变成谷歌的附属地,他会考虑如何掌控大量的人工智能人才、计算机和资源,这在很大程度上取决于拉里·佩奇、谢尔盖·布林和埃里克·斯密特及其同事的决策,因为他们中的三个人中有两个人对健康计划有控制权,涉及到超级投票权的问题。
And, you know, it's quite a bit of a piece of some of the positives I have on Larry Page, where you know, you call me a species for being pro-humanity, and so I'm like, what side are you on there? Well, I think I'm not sure if I'm going to be able to do that, but I'm not going to be able to do that. I'm not going to be able to do that. I'm not going to be able to do that. So, that's the OpenAI was personally created as an open source nonprofit and now it's a close, it's a good to meet each of you who need a close, full match, for a profit AI. It is closed, and they are aiming to, I think, try to make $100 billion, I think, according to Sam Hallman, get $100 billion from somewhere for some vast amount of compute to create digital God. And, I'm probably old of the ways to store it in a common separated value file, by the way, so how digital God will be a CSV file. How do we import it? File that word God.
而且,你知道,这是我对拉里·佩奇的一些积极面的看法,你知道,你称我为人类利益捍卫者,所以我在想,你站在哪一边呢?嗯,我想我不确定我是否能够做到这一点,但我不会放弃。所以,OpenAI最初是一个开源非营利组织,现在它是一个闭源的、为了利润而成立的AI公司。它是封闭的,并且他们的目标是,我想,试图从某个地方获得1000亿美元的计算资源,来创造数字化的上帝。顺便说一下,我也可能老了,不知道如何把数字化的上帝存储为一个逗号分隔的值文件(CSV文件)。我们如何导入它?以“上帝”为文件名的那个文件。
So, so anyway, so it's now open, so it's also very closely aligned with Microsoft, you know, Microsoft is really good. The open answers are running in Azure and Microsoft data centers. You know, so really what you have is, I think, they might be more controlled in open AI. They have access to all the source code, they have access to all the weights of the GPU for and future versions. So, they have all rights to this thing. At any point, really, they can cut up open AI. I don't think opening AI quite realizes that the penance on Microsoft, and even if Microsoft does break some contract, they'll just be tied up in litigation for years.
所以,总之,现在是开放的,而且与Microsoft非常紧密合作,你知道,Microsoft非常厉害。这些开放答案是在Azure和Microsoft数据中心运行的。你知道,他们可能在Open AI方面更加受控。他们可以访问所有源代码,访问所有GPU权重以及未来版本。所以,他们对这个东西拥有所有权利。实际上,他们随时都可以切断Open AI。我不认为Open AI完全意识到对Microsoft的依赖,即使Microsoft违反了某些合同,他们只会陷入多年的诉讼中。
So, really, I can't just between Google and Microsoft. Google has mentioned that I could send about, you know, sorry, not caring enough about AI safety and good reason. And then Microsoft just is, I think, you know, a prophecy in the organization. And I think such is great, but I can't say like, you know, it would difficult to say that Microsoft has a has an amazing, crack record and moral decision making. So, diplomatic.
所以,实际上,我不能只是在谷歌和微软之间选择。谷歌提到过我可能会发送一些关于他们对人工智能安全和道德问题不够关心的抱怨,有合理的理由。然后微软就像是一个预言一样在组织中存在。我认为这样很棒,但是我不能说微软在道德决策方面有着出色和无可挑剔的记录。所以,需要保持外交和谨慎。
You know, so, so, so, okay, look, let's just, so, I think let's try to create a third company that is competitive. I do think that's this underrated from an AI standpoint, in terms of real world AI tells us it has the best thing real world AI. So, you know, hopefully between X AI and Tesla is kind of a third contender for visual super high.
你知道的,所以,所以,所以,好吧,听着,我们就这样吧,我认为我们应该尝试创建一家有竞争力的第三家公司。我真的认为这一点在人工智能的角度被低估了,就从真实世界的角度来看,它拥有最好的真实世界人工智能。所以,你知道的,希望在X AI和特斯拉之间能有一个第三个竞争者,专注于视觉超高领域。
Would you look, you've done, you open source your patents at Tesla. You are very pro open source, your source code at X. Would you ever considering releasing Dojo and FSD more as a platform substrate for everybody else? Or that's sort of off the table right now?
请看,你已经在特斯拉开源了你的专利。你非常支持开源,在X公司你的源代码也是如此。你有没有考虑过将Dojo和FSD更多地作为一个平台基座供其他人使用呢?或者这个想法目前还没有考虑进去?
Well, I don't know that you're in the case of say Dojo or our inference hardware that's in the car, our goods, the current computer, which is actually a lot more compute the Dojo, by the way.
嗯,我不知道你是否提到的道场或我们车里的推断硬件,还有我们目前的电脑,实际上相比于道场要更强大许多,顺便说一句。
Yeah, we're because on a similar order of 4 million cars that have high speed AI and current computers in them. I like open sourcing chip designs doesn't mean you suddenly get that thing.
是的,我们因为有大约400万辆搭载高速AI和当前计算机的类似订单。我喜欢开源芯片设计,并不意味着你会突然获得那个东西。
Yeah, so, you know, so, I suppose the software, but I think chip designs, it's the only one thing to actually use those chips or really, yeah, what would be someone that's willing to spend many billion dollars on a computer development.
是的,你知道的,所以,我想软件是其中一件可以真正使用这些芯片的东西,但是对于愿意在计算机开发上花费几十亿美元的人来说,芯片设计可能是唯一一项。
So, anyway, I think in the case of, you know, Dojo's interesting, optimistic, really interesting.
所以,无论如何,我认为在Dojo的情况下,你知道的,它是有趣而乐观的,真的很有意思。
Anyway, I think just in general, Tesla is one of the world's leading AI companies. And in some respects, the leading AI company, when it comes to real world AI understanding the real world and actually reacting to that with self driving. And I think that will become part of the solution for AGI or general super intelligence.
无论如何,我认为特斯拉总体上是世界领先的人工智能公司之一。在某些方面,特斯拉是领先的人工智能公司,因为它在理解真实世界并实际上做出自主驾驶反应方面做得很好。我认为这将成为超级智能(AGI)或普遍超级智能的一部分解决方案。
So, in the case of Tesla, I think we've got a, some of a good governance structure and that there's no super voting rights or anything like that.
所以,就特斯拉而言,我认为我们拥有的是一种相对良好的公司治理结构,并且不存在超级投票权或类似的情况。
So, if I'm, you know, you're crazy, the shareholders of Tesla can vote me out. You know, I have a, I don't know if it works to be, you know, I think moderately influential, but not enough to stay in, even if I'm doing crazy stuff.
所以,如果我,你知道的,你疯掉了,特斯拉的股东们可以投票把我赶下台。你知道的,我有一个,我不确定这是否有效,你知道的,我认为我可能会有一些影响力,但不足以让我留下来,即使我做疯狂的事情。
So, I think that's actually good. Great.
所以,我认为这实际上是件好事。太棒了。
I was told we have to wrap him up.
我被告知我们必须把他包裹起来。
I just want to FSD before we wrap, I'll let you go.
在我们结束之前,我只是想要完成自主驾驶功能,然后你可以离开。
We were talking earlier this year and said, Hey, maybe chat GPT 4.0 like moment for self driving was coming. And I've been playing with the beta and, yeah, how close does it feel to you? Because some of the rides it's been doing for me are pretty darn impressive.
我们今年早些时候在谈论时说:“嘿,也许聊天型的自动驾驶 GPT 4.0 正要来临。”我已经开始试用测试版了,感觉离实现这一目标有多近呢?因为它为我提供的一些乘车体验相当令人印象深刻。
The latest beta is pretty incredible. Yeah, it's pretty, pretty neat.
最新的测试版相当令人难以置信。是的,它相当相当不错。
You know, I used to love it on the highways and on the streets. I'd be like, OK, but now I'm using it increasingly on the streets. So, where do you, how do you feel about it right now? And I guess you made a lot of predictions on it over the years. But it does feel like it's getting pretty close.
你知道的,以前我喜欢在高速公路和街道上使用它。我会觉得还可以,但现在我越来越多地在街上使用它。那么,你对它现在的感觉如何?我想你在过去的几年里对它做了很多预测。但是现在感觉好像它离实现已经很近了。
Yeah, I think it's very close to, you know, being in a situation where, you know, if there's no key to a center intervention, that the probability of a safe journey is, is higher with FSD. And no supervision like you and a car seat to the car than if the post is driving.
是的,我认为它非常接近,你知道的,处于一种情况之中,如果没有中心干预的关键,那么使用全自动驾驶(FSD)的安全出行概率会更高。与司机坐在副驾驶座的情况相比,没有监督就像你和汽车座椅上的孩子一样。
We were very close to that. You know, those that have the steep beta, which can't really anyone get at this point.
我们离那很近了。你知道的,那些具有很高的 beta 值,目前几乎没有人能够获取。
So, why the miles we see driven under the FSD beta currently are much safer than the miles that are driving. So, that's a, you know, that's already a very good milestone.
所以,为什么我们在FSD测试版中看到的行驶里程要比实际行驶的里程安全得多呢?这已经是一个非常好的里程碑。
But, you know, you can just see that it's getting better. But like if you compare the FSD beta today versus six months ago versus, you know, a year ago versus 18 months ago, it's really the improvement is dramatic.
但是你知道的,可以明显看到情况正在变得更好。如果你比较一下今天的FSD测试版和六个月前、一年前、一年半前的版本,你会发现改进是非常明显的。
And we've got the final piece of the puzzle, which is to have the troll part of the car transition from about 300,000 lines of C plus plus code to also your own network.
我们已经获得了最后一块拼图,就是将汽车的巨魔部分从大约30万行C++代码转换为您自己的网络。
So, you know, the whole system will be your own network. And then you can put your own photons into control down. Awesome.
所以,你知道,整个系统将成为你自己的网络。然后你可以控制自己的光子。太棒了。
Thanks for taking the time, buddy. Fly safe. And I'll see you shortly. Ladies and gentlemen, you on must.
感谢你花时间,伙计。安全飞行。我很快就能见到你了。女士们先生们,请上机。
Thanks, bud.
谢谢,兄弟。
We open source it to the fans and they just go crazy.
我们将它开源给粉丝,结果他们就疯狂了。
I'm going crazy. What, what, your winner? Fly.
我要疯了。什么,什么,你的赢家是谁?飞出去。
Bestest is all over. That's why a dog taking a mission right away.
Bestest is all over. That's why a dog taking a mission right away.
最好的已经结束了。这就是为什么一只狗会立刻接受一个任务。
I'm going crazy. We should all just get a win. We should have one thing huge or because they're all like this, like this like sexual tension that we just need to release.
我要疯了。我们应该都得到一次胜利。我们应该有一样巨大的东西,或者因为它们都像这样,像这样的性紧张感,我们只是需要释放出来。
What? You're a beer. You're a fee. We need to get mercy on the back. I'm doing all in.
什么?你是啤酒。你是费用。我们需要在回来的时候宽容一点。我全力以赴。