Musk has made another big move.
Recently, Musk said on social platforms that Tesla will release its long-promised driverless taxi on August 8.
Previously, the owner’s manual on Tesla’s official website in China had added an introduction to the fully autonomous driving capability (Beta), that is, the FSD Beta version.
In his latest statement, the most interesting aspect of the driverless taxi mentioned by Musk is the FSD system.It is reported that this is Musk’s self-driving technology (FSD). The basic logic is to collect data and perform computing power calculations to become a powerful “intelligent driving brain.”
At present, the core and hottest AI technology is deep learning, which continuously adjusts the model through massive training data, and ultimately forms the ability to make accurate inferences on unknown data.
Tesla’s 2022 annual report shows that the gross profit margin of the deferred revenue achieved by FSD has reached 90%.
But even so, Tesla’s stock price, which has leading autonomous driving technology, has continued to fall, from a high of $299 in July 2023 to the current $164, a drop of 45%, almost halved.
In this regard, Musk had to strongly increase Tesla’s “value”.
An investor interviewed by a reporter from the Science and Technology Innovation Board Daily shared that Musk recently announced a policy to provide American new car buyers with a one-month free FSD experience. The investor believes that the purpose of this move is to collect more driving data of new cars, coupled with Tesla’s own ownership and computing power, to make FSD the most powerful intelligent driving system.
Although it is the hottest technology, autonomous driving, which uses AI as its main “selling point”, is not currently the biggest excitement in the market. The above-mentioned investors told reporters from the Science and Technology Innovation Board Daily that humanoid robots are becoming the biggest outlet for multi-modal AI.
In this area, Musk also has plans.In addition to driverless taxis, FSD is also the core software of the humanoid robot Optimus.The investor believes that compared to humanoid robots, Musk has been developing autonomous driving for many years and the industry development situation is relatively clear. Therefore, copying technical experience into the field of humanoid robots will have greater explosive potential.
According to Musk’s plan, Optimus will conduct research and development training through FSD, Dojo supercomputer, and the first AI training chip DojoD1.
In terms of performance, Tesla disclosed that at the same cost, the Dojo supercomputer can achieve 4 times the performance and increase the energy consumption ratio by 1.3 times compared to Nvidia A100.
Big model companies are also here, with a valuation of $18 billion
In addition to the fields of autonomous driving and humanoid robots, Musk’s artificial intelligence company has also attracted much attention.
It is reported that Musk’s artificial intelligence company xAI will raise US$3 billion and its valuation is expected to reach US$18 billion. The venture capital companies considering participating in this round of investment are Gigafund and American venture capitalist Steve Jurvetson.
Gigafund is a company that has close ties to Musk. The founder of the fund is a director of the space exploration company SpaceX and has been helping Musk’s SpaceX raise funds.
Regarding Musk’s establishment of xAI, the above-mentioned investors said that on the one hand, Musk can directly use the huge data traffic generated by Company X (formerly known as “Twitter”) to quickly train synthetic content generation; on the other hand, the reason is that Musk can Sk has no say in OpenAI.
Reflected in the stock prices, the stock prices of all American technology giants related to AI are constantly “rising.”
Nvidia and Microsoft in the first tier have market values exceeding US$2.2 trillion and US$3 trillion respectively; Meta in the second tier also performs well, with its stock price continuing to rise and its market value reaching US$1.34 trillion.
Compared with Musk, although he has three “AI” cards in his hand, compared with Nvidia, Microsoft, and Meta, Musk’s AI investment has not yet reached the scale expected.
Taking Microsoft as an example, a reporter from “Science and Technology Innovation Board Daily” noticed that AI business has helped Microsoft return to high growth. In Q2 of fiscal year 2024, its AI business helped Microsoft earn 1.7 billion yuan a day. Among them, Microsoft Intelligent Cloud revenue was US$25.88 billion, a year-on-year increase of 20%.
Meta also benefited from investment in the field of AI, which effectively improved the effectiveness and pertinence of online advertising, thus increasing the number of advertising views in the third quarter, resulting in a substantial growth in performance.
Therefore, regarding Musk’s future output in AI investment, the above-mentioned investors believe that the most important thing is to see the implementation. “From a general perspective, after humanoid robots are built, they need to find application scenarios, and xAI is also being focused on by investors in terms of application implementation.”
News shows that the humanoid robot “Optimus” is likely to be delivered by Tesla next year; xAI released the large model Grok-1 in March this year, with a parameter count of 314 billion.
(Source of article: Science and Technology Innovation Board Daily)
Source of article: Science and Technology Innovation Board Daily
Original title: Tesla will release driverless taxis!Musk plays three “AI” cards
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2024-04-07 11:58:12
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