This was a big announcement that is not getting much coverage.
On X, both Elon and a member of the FSD team posted how the company is no longer constrained by compute.
In this video I discuss how this is ahead of schedule and could feed into a larger impact going forward. In fact, Elon said we are likely to see updates to FAD every couple weeks now.
▶️ 3Speak
This is a huge update for Tesla's self driving ambitions which is what they always wanted to achieve.
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Things are really picking up very quickly. It looks like Tesla will be leaving its competitors in the dust. While BYD might be focusing on cheap cars, Tesla looks to focus on the premium cars.
Summary:
In this video, Task discusses the recent announcement made by individuals, including Elon Musk, stating that Tesla is no longer compute-constrained. This development marks a significant change in the conversation around Tesla and positions the company beyond just an automotive manufacturer. Task speculates on potential solutions to this issue, suggesting it may be related to NVIDIA's H100 or Tesla's own chip production rather than Dojo. He highlights the implications of this change, such as more frequent upgrades in full self-driving and increased data processing capabilities to support software enhancements and sales growth.
Detailed Article:
The video opens with Task addressing the recent announcement that Tesla is no longer compute-constrained, emphasizing the importance of this development and its transformative impact on Tesla's position in the market. Noting that Elon Musk and a member of the Full Self-Driving Team have confirmed this change, Task delves into the timeline set by Elon to overcome the compute constraint by the end of the year, possibly as mentioned in previous earnings calls.
Task speculates on the potential solutions that have resolved this issue, mentioning a possible influx of NVIDIA's H100 chips or scaling up Tesla's chip production. While uncertain whether this development is related to Dojo, Task leans towards it being linked to NVIDIA rather than an internal Tesla project. Despite the lack of concrete information on the specifics of data processing and model training, Task emphasizes the significance of Tesla no longer being compute-constrained.
He discusses how this breakthrough aligns with Elon Musk's promise of frequent significant upgrades in full self-driving, which had been previously hindered by compute limitations. Task highlights the exponential growth curve expected in data collection and software improvement, attributing it to the increasing number of Tesla vehicles on the road and the rising accumulation of driving data.
Furthermore, he mentions the increase in Cybertruck battery production and production rates, linking it to the potential surge in vehicles on the road equipped with full self-driving features. Task sees this as a catalyst for significant data growth, with Tesla now equipped to process the influx efficiently. Comparing Tesla's approach to that of other tech giants like Nvidia, Meta, Google, and OpenAI, he underscores the commonalities in dealing with data, computation, and their integration to improve systems.
In conclusion, Task optimistically looks forward to the prospects enabled by Tesla's newfound computational freedom and anticipates a brighter future for the company in the context of full self-driving technology and data processing capabilities.
Notice: This is an AI-generated summary based on a transcript of the video. The summarization of the videos in this channel was requested/approved by the channel owner.