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Featuring Hans Nelson as special guest. Live at 11am Pacific: https://youtube.com/live/Vf8dYWoyAUA

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Inference at the Edge 🌍🤖 | Tesla, xAI & Distributed Compute ⚡

👋 JOIN THE FAMILY: http://www.patreon.com/investanswers 📈 IA MODELS: http://www.investanswers.io 🧠 FREE INVESTOR PROFILER QUIZ: https://investor-profiler.investanswers.io 📬 IA NEWSLETTER: https://investanswers.substack.com 🪙 IA CRYPTO COMPENDIUM: http://investanswers.io/crypto-compendium ⚙️ IA SCP Profiler: http://investanswers.io/scp-profiler 🌐 TradingView Referral: https://www.tradingview.com/?aff_id=27663 Thanks to special guest @HansCNelson DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions. 00:00 Introduction 02:34 Big Ten Drives 60% of Returns 04:17 Defining the TAMs Profit Potential by AI Impact 06:16 Knowledge Consumed, Physical World is next 14:15 The Bitter Lesson / World's Largest Compute Clusters 20:00 Talent Magnet: Mission over Money 28:51 Jensen says Tesla Optimus is a $10 trillion Opp, Jenson on TAM, Tesla Optimus - Biggest Product Ever 36:20 Optimus Timelines 42:00 Limiting Factor: Energy or Magnets? 45:12 AI inference will be 1000x bigger than Training 45:45 Scaling Reinforcement Learning 54:40 Rate of Change and Reasoning/Inference 58:25 Tesla AI Inference 01:05:30 Tesla + AI = Sustainable Abundance 01:08:20 Robotaxi Expanding Service Opened Waitlist, Safety Human Gone by Year End 01:09:41 MacroHard vs MicroSoft, And Coding...well now Grok Code Fast 01:10:16 Dr Roman Yampolskiy Warning

Comments

Macro Feed

Like every IA podcast, worthy of listening to repeatedly and repeatedly for a lifetime.

Sauce

Love the new show!

Chris L.

Look at governments today, and how the (ab)use their power, while the populace nods in unison. Do you really believe governments would will not take over this to gain more power in any imsginable and unimaginable way? How naïve are you???

Tom Geo

I'm a fan boy but seemed like a news byte show. Hoping for more depth and alpha. I enjoyed it all though.

HodlMindset

Really enjoyed the show and learned a lot. Thank you, James and Hans, for educating and preparing us—this is important work!

Ben Stargazer

Many anti-capitalists are also anti-government, because they understand that governments are the servants of the capitalist class. Capital controls governments, and not vice versa. It's socialism for the rich, and rapacious capitalism for the rest of us. A free fox in a free henhouse. The capitalist class will either depopulate the planet if humans are no longer necessary to them or will do what they need to in order to appease and pacify the disenfranchised and dispossessed masses. Capitalism is antithetical to freedom, as David Korten long ago showed in his books "When Corporations Rule The World" and "Life After Capitalism". It is freedom that spurs innovation, not capitalism. Capitalism concentrates wealth and power in the hands of the few, denying everyone else the ability to innovate and realize their potential. We get innovation that serves capital, not that serves people and planet.

RivalTek

Great discussion with a very smart guest! Love it!

Chris L.

So, a socket that has structures embedded that provides care for each other is inherently "socialist" and abhorrent? A society where it is not only money that counts is a priori dysfunctional? YOU GUYS ARE SICK.