4.8 • 186 Ratings
🗓️ 9 April 2024
⏱️ 47 minutes
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This was a Live recording on X Spaces with Elon Musk. Tune in for his unique insight into the future of AI, space exploration, Mars, free speech and much more. You don’t want to miss this one!
The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research were done by Sigurd Brekke and Isabelle Karlsson with input from portfolio manager Doug Shell, Arnab Seal and Trym Torvund.
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0:00.0 | Hi, everyone. And big thanks for taking the time, Elon. You know, we've been trying to get you on the podcast since we started it two years ago. So we are super pleased that we have you on. And indeed, on your ex-platform. How cool. Yeah. It's pretty cool. Yeah. I mean, we have, like, lots of people from all around the world simultaneously do effectively a real-time podcast |
0:23.2 | and it works pretty well very good well we have so much to talk about |
0:28.2 | I love to kick off with AI. |
0:40.3 | Now, what's your take on where we are in the AI race just now? |
0:45.3 | Wow, that's a long answer. |
0:48.3 | There's so much happening. |
0:50.3 | AI is the fastest advancing technology that I've ever seen of any kind, and I've |
0:55.7 | seen a lot of technology. It barely a week goes by without some new announcement. So, |
1:04.6 | and if you look at the amount of AI hardware, the computers coming online that are dedicated to AI, that is increasing what looks like at least by a factor of 10 every year, if not every six to nine months. |
1:21.2 | So when you combine the hardware coming online, really order of magnitude increase every, |
1:29.6 | you know, call it at least every nine months. |
1:32.7 | And many, many software breakthroughs. |
1:38.5 | If you look at that curve, it looks insane. |
1:40.8 | So I think we'll, my, my guess is that we also will have AI that |
1:48.8 | is smaller than any, any one human, probably around the end of next year. And then AI, the |
1:59.9 | total amount of sort of sentient compute of AI, I think, will probably exceed all humans in five years. |
2:07.4 | What is the race about just now? Is it algorithms? Is the people? Is it computing power? What is it about just now? Is it the supply of chips? |
2:18.4 | What is it? Yeah now is it the supply of chips just what is it yeah last year it was chip constrained and the hardware deployment |
2:25.8 | to break it down into the three areas of people data and hardware and |
2:32.7 | selling with hardware last year it was about a shift supply. |
2:35.8 | People could not get enough, |
2:38.0 | the video shifts particularly. |
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