Dave Lee on Investing
How Tesla is Using AI to Solve FSD w/ ARK Analyst Will Summerlin Part 1 (Ep. 329)
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Dave Lee on Investing
How Tesla is Using AI to Solve FSD w/ ARK Analyst Will Summerlin Part 1 (Ep. 329)
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I’m joined by Will Summerlin, artificial intelligence analyst at ARK Invest as we discuss Tesla AI, 2020s being the decade of data advantage, and the future of AI. (recorded on 5/20/21)
Will Summerlin on Twitter: https://twitter.com/summerlinARK
Timestamps
00:00 - Introduction
1:00 - How do you view AI and its significance?
2:48 - How is the AI revolution different from the computer or internet revolution?
5:20 - Applications of AI automation
6:55 - Data advantages in the next 1-2 decades
10:16 - Certain types of data that are super valuable
13:21 - "Valuable data" in autonomous driving
14:07 - What's stopping OEMs and other tech companies from gathering valuable autonomous driving data?
17:40 - How big of a task is it to capture and label autonomous driving data?
19:30 - Where is Tesla headed with Dojo?
23:26 - Does Tesla have an advantage over Google TPU?
26:05 - Dojo AI as a service?
28:28 - Could Tesla release an API decoding images and distances?
31:30 - Tesla as one of the biggest AI companies in the world?
35:40 - Finding data scientists and AI engineers
39:13 - Real world AI vs digital AI
42:55 - Apple car and Waymo
45:22 - What's your take on Lidar?
49:00 - Incentive structure in companies and risk
56:35 - How close is Tesla to solving FSD?
57:57 - Can Tesla do a household robot or drone?
1:01:50 - Last foot delivery
1:05:00 - Conclusion
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