机器翻译,已尽力保留原意与数字
内容摘要
在2024年 All-In 峰会现场,马斯克与 All-In 主持人讨论了人工智能与机器人技术、经济、言论自由、选举,以及他日益深入的政治参与。
Live at the 2024 All-In Summit, Musk talks AI and robotics, the economy, free speech, the election and his growing political engagement with the All-In hosts.
中文实录Transcript
71 个段落
第 1 段
[掌声] 这一代最伟大的企业家,埃隆·马斯克。嘿,各位。拿上我的东西,坐在那里。我来——是的,我来拿这个。好了。感谢你抽时间前来。你——你最近怎么样,兄弟?他们让你忙个不停。是啊,我是说,很少有清闲的一周。我的意思是,整个世界也是如此。是的,我是说,随便哪一周,事情似乎都变得越来越疯狂。这绝对是个模拟世界,我们到现在已经对此达成共识了。我的意思是,嗯,听着,如果我们身处某个外星人的 Netflix 剧集中,我觉得收视率会很高。是的,收视率很高。嗯,言论自由之战进展得怎么样?嗯,这是一场——你已经打了2年仗了。是的。呃,言论自由的代价并不便宜,对吧?我想大约是440亿美元……
第 2 段
差不多就是这样,上下浮动10亿美元吧。是的,取个整数。是的,是的。嗯,这——这相当疯狂。世界各地似乎出现了某种奇怪的运动,试图压制言论自由。嗯,这是我们应该高度警惕的事情。呃,你知道,你必须问:为什么第一修正案的优先级那么高,为什么它排在第1?嗯,其中一个原因是,人们来自一些国家,在那里,如果你自由发言,就会遭到监禁或杀害;他们会说:“好吧,我们不希望这里也出现这种情况。”嗯,因为那太糟糕了。事实上,你知道,眼下世界上仍有许多地方,如果你批评政府,就会遭到监禁或杀害,对吧?是的,我们不希望出现这种情况。你是否……
第 3 段
对此感到担忧。我的意思是,我猜在座各位会很认同这番话。[掌声] 嗯,你知道,我想我们一直认为西方是个例外。我们知道世界各地都有威权统治的地方,但我们以为在西方会有言论自由。可正如你所说,我们看到这似乎是一场全球性运动。在英国,有青少年因为表情包、因为反对……而被关进监狱。就像——你点赞了一个 Facebook 帖子?把他关进监狱。是的,真的有人因为社交媒体上不起眼的评论而入狱,甚至都还算不上发[ __ ]帖,甚至都不算。是的,太疯狂了。P 最近被关进了监狱,我当时想,那真是相当……我就想,Pav 究竟犯了什么滔天大罪……
第 4 段
法国,然后当然还有巴西的“伏地魔法官”。这件事似乎对你的影响最大。你能说说最新情况吗?嗯,我想我们正在努力弄清楚,巴西是否存在某种合理的解决方案。呃,你知道,问题在于——我的意思是,我只是想确保正确表述这件事。嗯,抛开有趣的表情包不谈,我——问题的本质是,至少在 X Corp,我们认为自己被要求做一些违反巴西法律的事情。显然,我们作为一家美国公司,不能把美国的法律和价值观强加给其他国家。嗯,如果我们这样做,也走不了多远。但是,我们确实认为,你知道,如果一个国家的法律……
第 5 段
有特定的规定,而我们被要求去做我们认为——我们认为自己被要求违反这些法律的事,并且对此保持沉默,那么这显然不妥。所以,我只是想说清楚,有时候这件事给人的印象是,埃隆只是想当一个随便什么疯狂的亿万富翁,并向其他国家提出离谱的要求。嗯,你知道,这确实是真的。嗯,除此之外,还有其他一些我认为确实合理的事情,那就是:我们在 X Corp 所做的任何事情,显然都必须能够拿到阳光下解释,并且不会觉得这件事不光彩,或者,你知道,我们做错了事。你知道,呃,所以我们不——那、那、那就是——那就是问题的本质。
第 6 段
所以,我们实际上正在与巴西的司法当局进行某种讨论,试图把这件事查个水落石出:究竟发生了什么?如果我们被要求违反巴西法律,那么这显然也不应该为巴西司法机构所接受;如果不是,而是我们搞错了,那我们希望了解自己错在哪里。我认为这是一个相当合理的立场。作为你的朋友,我有点担心你会去其中某个国家,然后有一天我醒来时,你已经被捕了,我还得去保释你之类的。这感觉已经非常紧迫了。是的,我是说,这现在不是玩笑。
第 7 段
比如,他们真的在说——你知道,已经不只是拜登说“我们必须调查一下那个人”了,现在已经变得相当直接了。比如,这——刚刚写了那篇文章的人是谁?嗯,是《卫报》的文章吗?哦,对,对,已经有3篇文章了,我想是在过去3周里。罗伯特·赖克。但不只是他,而是3篇不同的文章。3篇不同的文章。这不是——这已经形成了一个趋势,都在呼吁把我关进监狱,对吧?刊登在《卫报》上。你知道,《卫报》究竟在保卫什么?他们到底支持什么?威权主义的卫报?是的,保卫——是的,是的,审查制度,审查制度。但这里的前提是,你买下了这个东西,这个在线论坛、这个通信平台,并且允许人们……
第 8 段
用它来表达自己,因此你就必须入狱。我不理解这里面的逻辑,对吧?嗯,你认为他们现在究竟害怕什么?动机是什么?我的意思是,我认为,如果有人——如果有人试图向世界灌输一个虚假前提,而那个前提可能被公开对话推翻,那么他们就会反对围绕那个前提展开公开对话,因为他们希望那个虚假前提占据上风,对吧?嗯,所以,我认为问题就在于:如果他们不喜欢真相,你知道,那我们就要压制真相。现在,你知道,我们试图通过 X Corp 做的事——呃,我得把它和我同样名叫……
第 9 段
X 的儿子区分开。是的。呃,你有你的育儿目标。基本上所有东西都叫 X,很难消除歧义。儿子,是的,所有东西。嗯,所以,我们试图做的只是遵守一个国家的法律。嗯,因此,如果某件事在美国违法,或者在欧洲、巴西或其他任何地方违法,那么我们就会把它删除,或者暂停那个账号,因为我们不是去制定法律的。但是,如果言论并不违法,那我们在做什么?好的,现在我们是在把自己安插进去,充当审查者;那界限在哪里?谁来决定?那么,这条路会通向何处?我认为它会通向一个糟糕的地方。呃,所以,如果某个国家的人民希望法律……
第 10 段
有所不同,他们就应该修改法律;但除此之外,我们会遵守每个司法辖区的法律,对吧?至于欧洲的一些地方,就是这样。事情没有更复杂。我们不是试图藐视法律,这一点我们要说清楚;我们正在努力遵守法律。如果法律改变,我们也会改变;如果法律不变,我们也不会改变。我们真的只是在努力遵守法律,事情相当简单。如果有人认为我们没有遵守法律,那么他们可以提起诉讼。没错,也非常简单。我的意思是,有些欧洲国家不希望人们宣扬纳粹宣传。是的,他们对此比较敏感。嗯……
第 11 段
这在那些国家是违法的,确实违法。如果有人发布这种内容,你们就会把它删除。是的。但他们通常会提交某种文件,说“删除这个”。不,在某些情况下,它就是明显违法的。比如,如果某件事明确无疑地违法,你不需要提起诉讼。我们可以直接阅读法律:这违反了法律。你知道,任何人都能看出来。比如,你知道,如果有人在偷窃,你不需要说:“让我查查相关法律。好的,哦不,他们——他们在偷窃。”弗里斯科,聊聊吧。我们今天早上邀请了 JD·万斯,他表现得很不错。嗯,你知道,其中一件事是,X 上有一张图片,基本上就是你、鲍比、特朗普和 JD 像复仇者联盟一样,我猜是这样。
第 12 段
然后还有另一个表情包,你站在一张桌子前,桌上写着“D G,政府效率部”。是的,是的,是我发布的。跟我们讲讲。我——我是用 Grok、那个 Gro 图像生成器制作的,然后发布了它。跟我们讲讲。我发到了自己的个人资料上。追求效率。嗯,你打算怎么做?嗯,我认为会非常困难。但是,你知道,听着,已经很久没有人认真尝试缩小政府规模,并清除荒谬的监管规定了。是的。你知道,上一次有人真正协调一致地在这方面付出努力,还是80年代初的里根时期。因此,我们已经有40年没有认真努力清除——嗯,你知道,不是那些不服务于更广泛公共利益的监管规定——并缩小政府规模了。
第 13 段
我认为,如果我们不这样做,那么接下来会发生的是,监管规定和法律逐年累积,直到最终一切都变成违法的。呃,这就是为什么我们无法在美国完成大型基础设施项目。比如,看看加州高铁有多荒谬。我想他们已经花了70亿美元,却只有一段600放置路段,实际上里面连铁轨都没有。我的意思是,你们的税款就是这么花的。我的意思是,是的,我们到底在做什么?这是600英尺混凝土的开支,你知道。嗯,而且,我的意思是,我想——你知道,呃,我意识到自己有时对进度安排可能有点乐观,但是,呃,你知道,我的意思是,如果我不是一个乐观主义者,我也不会去做现在做的这些事情。
第 14 段
呃,所以,但是但是但是但是,照目前的趋势,你知道,加州高铁也许会在下个世纪某个时候完工,也可能大概不会。到那时我们都已经有瞬间传送了,所以,是的,没错。那时候 AI 会做一切。所以所以所以所以,我认为,你真的可以把,嗯,你知道,美国以及许多国家——可以说情况比欧盟还糟——看作像格列佛一样被100万根细绳捆住。任何一项具体法规都没有那么糟,但你有100万项,嗯,实际上是数百万项,然后然后然后,最终你就什么事都办不成了。而且而且,这对消费者、对民众来说是一项巨额税负,呃,只是他们没有意识到存在这种巨额税负,其形式就是
第 15 段
不合理的法规。嗯,我来,我给你举一个最近的,呃,例子,你知道,这简直疯了。嗯,就是,呃,SpaceX 被美国环保署罚了140,000美元,因为,嗯,他们声称我们把便携式水排到了地面上,饮用水。所以我们就说,呃,这是在星港,而且而且我们说,我们地处热带雷暴区,嗯,那东西一直都从天上落下来。嗯,而且实际上没有造成任何伤害,你知道,那只是升空期间用来冷却发射台的水。嗯,造成的伤害为零。然后他们说,他们也同意,是的,造成的伤害为零。我们就说,好吧,所以没有造成伤害,而,嗯,你们却要我们缴纳140,000美元罚款?他们说,是的,因为你们没有许可证。好吧,我们不知道
第 16 段
在一个淡水一直从天上落到地面的地方,让零危害的淡水落在地上也需要许可证。明白了。就在海边,就在海边,因为那里也有一点水。是啊,我是说,有时候雨下得太大,道路都会被淹。所以我们就说,你知道,这怎么可能说得通?是啊,然后然后他们就说,好吧,除非你们支付这140,000美元,否则我们不会再处理你们任何关于星舰发射的申请。他们就是勒索我们。我们就说,好吧,于是我们付了140,000美元,但这,这样不行。我是说,照这样下去,我们永远到不了火星。我是说,这就是,这就是这里令人困惑的部分。是啊,我们的行为正在违背我们
第 17 段
自身的利益。你知道,当你审视这件事时,我们确实必须——先不说淡水,但嘿,你知道,火箭会制造很大的噪声,所以我敢肯定偶尔会有人投诉噪声。但有时候你想办一场派对,或者你想取得进展,那就会有一点噪声。因此,你知道,我们用一点噪声来换取巨大的进步,甚至只是乐趣。那么,我们从什么时候开始不能做这种权衡了?不过,请谈谈加州与得州之间的差异,呃,你和我现在都住在那里。嗯,在得州,你得以建造超级工厂。我记得你拿到那块地的时候,之后好像不到2年,你就举办了开幕派对。是的,从开工
第 18 段
嗯,到完工,呃,是14个月。14,14个月。地球上还有哪里能建得更快吗?比如中国比这更快吗?呃,中国是11个月。明白了。所以得州和中国是11个月和14个月。加州要多少个月?顺便让你感受一下规模,Tesla 在中国的超级工厂是五角大楼的3倍大,而五角大楼曾是美国最大的建筑。呃,不,还有更大的建筑,但五角大楼确实是相当大的一座。是的,以五角大楼为单位,就是3座。好,3座五角大楼,而且还在增加。是的,明白了,用14个月。嗯,光是在加州取得监管批准就要花2年。是的,所以这就是问题所在。你认为监管在哪些方面有所帮助?比如有人
第 19 段
会说,我们需要一些制衡,我们不能完全没有,因为每有一个像你这样的善意行为者,就会有一个恶意行为者。那么界线在哪里?是的,我是说,我有一种,你知道,在进行合理的放松管制以及,嗯,缩减政府规模时,就是要非常公开,并问:这些规则中你们想要哪些?如果公众对某项规则非常支持,想保留它,那我们就保留它。而且关于这些规则,关键是,如果,比如说,如果一项规则,嗯,结果证明取消它是个错误,我们就把它恢复。好,然后,你知道,问题解决了。添加规则很容易,但我们实际上没有一个废除规则的流程。这才是问题所在。没有规则的垃圾回收机制。嗯,当
第 20 段
我们,嗯,看着你工作时,David、我和 Antonio,嗯,在 Twitter 的第一个月,所有人都全力投入,而你在实行零基预算。你很快就控制住了成本,然后奇迹般地,所有人都说这个网站会崩溃,而你又增加了50项功能。所以也许可以解释一下,因为这是第一次。是啊,当时有那么多文章说,这个,这个 Twitter 永远死了,它根本不可能继续运行。那几乎就像媒体在等着你一样:我们就在这里写讣告吧。他们都在 Twitter 上告别,记得吗?对,对,对,他们全都要离开,还在告别,因为网站就要崩溃并彻底失效。而且,呃,所有的
第 21 段
记者都离开了。是啊,而且如果你想和一群风纪委员混在一起,天哪,Threads 简直太棒了。每次我去那里发帖,他们就,他们真的会被刺激到。不过是啊,我是说,如果你喜欢因为一些毫无道理的原因而反复遭到谴责,那么,你知道,Threads 就是该去的地方。是啊,那里真的是,是地球上最悲惨的地方。如果迪士尼是最快乐的地方,这里就是反迪士尼。不过,如果我们进入政府,你去了教育部,或者 Pi,挑一个部门——其实你确实和其中很多部门合作过——当然,你不能进去实行零基预算,好吧,我们明白。但如果你能把这些机构的2%、3%、4%、5%配成对,会产生什么样的影响?
第 22 段
是的,我是说,我认为我们需要做得比这更多。理想情况下,我认为……但如果每年复合削减2%、3%,我的意思是,那也会比现在的情况好。是的。听着,我认为我们,嗯,你知道,呃,如果特朗普获胜,显然我猜人们对这是否应该发生有不同的感受,但,呃,但是如果……我们确实有机会进行一种一生仅有一次的放松管制并缩减政府规模。嗯,因为除了法规之外,另一件事是,嗯,美国也正在极快地走向破产。嗯,而且似乎没人……每个人似乎都在对此视而不见、佯装镇定。嗯,但他们全都,他们全都在拿银器;每个人的东西都在他们口袋里,还有之前的银器……
第 23 段
这艘泰坦尼克号轮船,就像……好吧,你知道,国防部的预算是一笔非常庞大的预算。好吧,每年1万亿美元,国防部加情报部门,是1万亿美元,1万亿美元。国债的利息支出刚刚超过了国防部预算,仅利息每年就超过1万亿美元,而且还在上升。我们,我们正在给我们的债务增加1万亿美元,而这些债务,不知怎么地,将不得不由我们的,你知道,子孙后代来偿还。嗯,你知道,每,每3个月增加1万亿美元,很快就会变成每2个月,然后每个月,最后我们唯一能付的就只有他的利息。是啊,而且如果,如果这样下去……这就像是,你知道,只不过是按比例放大了的一个人,积累了太多信用卡债务。嗯,而且这
第 24 段
不会,这不会有一个好结局。所以我们必须削减支出。让我问一个问题,因为我经常提到这件事,而我听到的反驳——我不同意,嗯,但我从很多政客那里听到的反驳是:如果我们削减支出,因为现在如果把联邦、州和地方政府支出加起来,占 GDP 的40%到50%,所以我们的经济有近一半由政府支出支撑;而美国有近一半的人直接或间接依赖政府支票,无论是通过政府付费的承包商,呃,还是他们的……受雇于政府,嗯,实体。所以如果你介入,并且过快地着手强化法案,就会出现严重的经济收缩、失业和
第 25 段
衰退。埃隆,这种平衡该怎么把握?现实地想一想,因为我100%赞同你所说的步骤以及下一组步骤。但是,假设特朗普获胜,而你成为首席,呃,母鹿,嗯,呃,狗,呃,像 G……到底怎么……是啊,我认为挑战在于我们能多快……是啊,我们能多快介入,事情能多快发生改变,同时又不……我希望把那个印在我的名片上。是啊,又不造成所有的……又不造成所有的经济收缩和失业。是啊,所以所以我想问的是,当经济中有这么大一部分、这么多人的工作和生计都依赖政府支出时,你究竟怎么应对?好吧,我是说,我确实认为这,这,这有点,嗯,你知道,这是一种虚假的二分法。并不是说政府支出完全不会发生。嗯,你真正
第 26 段
需要问的是:这个水平合适吗?嗯,只要记住,你知道,任何一个人,如果他们在一个效率较低的组织中做事,而不是在一个效率较高的组织中,他们对经济的贡献,也就是他们的商品和服务净产出,都会减少。嗯,我是说,在东德和西德、朝鲜和韩国之间,你有几个清楚的例子。嗯,我是说,朝鲜那里的人在挨饿;呃,韩国就像太棒了,那里就是未来。生产率提升的复合效应。是的,是的,天壤之别。是啊。嗯,所以在朝鲜,政府占100%;嗯,在韩国,政府可能占,我不知道,40%,并不是零。是啊,嗯,但你的生活水平却
第 27 段
可能在韩国高出10倍,至少,至少。没错。嗯,呃,然后是东德和西德。嗯,在西德,呃,单从汽车来看,我是说,你有 BMW、Porsche、Audi、Mercedes。嗯,而在东德——那只是地图上随意划出的一条线——你,你唯一能买到的汽车是一辆 Trabant,基本上就是一台加了外壳的割草机。嗯,而且它极其不安全,而你得等20年。所以你,比如说,你知道,孩子一怀上就把他放进等候名单。嗯,他们一被怀上……即便如此,我想也只有,嗯,你知道,四分之一的人也许能拿到这辆糟糕的汽车。而且同样……所以所以,这只是一个有趣的例子:基本上是同样的人,不同的操作系统。而且这并不是说,呃
第 28 段
西德是什么,你知道,你知道,资本主义天堂。它其实相当社会主义。所以,呃,所以你看,你知道,西德的政府占比可能是一半,而东德是100%政府。再一次,增幅大约为5倍到——就称作至少5到10倍的生活水平差异,而且从质量上说也好得多。显然,你知道,令人惊讶的是,在这个现代时代,有时人们仍会争论哪种制度更好。好吧,我来告诉你哪种制度更好:不需要建造世界来把人留在里面的那一种。好吧,这就是判断方法。好吧,这就是明摆着的证据。剧透警告,明摆着的证据。他们爬墙是为了出去,而你却必须修建一道屏障把人留在里面
第 29 段
,那就是坏制度。嗯,建墙的不是西、西柏林。好吧,他们就像是在说,你知道,任何想逃离西柏林的人,尽管走。嗯,说到墙,所以,你知道,而且而且而且而且,如果你看看从古巴驶出的船流,会看到大量来自古巴的船,还有一大堆免费的船,任何人都可以坐着它们去,去,去古巴。就像,嘿,哇,一艘被遗弃的船,我可以用这艘船去古巴,那里有共产主义,太棒了。是的。嗯,而且而且而且,却没有人,没有人捡走那些船并这么做。太神奇了。嗯,所以你对此想了很多。是啊。等等,所以你的意思是,如果我们把政府支出削减一半,就会创造就业岗位,而且创造的速度足以弥补,对吧,只是为了计数。是的,显然
第 30 段
,你知道,我并不是建议让人们,嗯,比如立即被 tfed,你知道,在没有任何遣散费的情况下被赶走,然后,你知道,无法、现在无法支付房贷。他们需要有某种合理的退出过渡路径,呃,对,对。嗯,所以合理的退出过渡路径是,你知道,他们仍然,嗯,你知道,仍有收入,仍在领钱,但有,比如说,我不知道,1年或2年的时间去、去、f、去私营部门找工作,而他们会找到的。然后他们就会处于一个不同的操作系统中。嗯,再说一次,你可以看到这种差异。东德并入西德之后,东德的生活水平,呃,大幅提高。嗯,所以在4年内,如果你能和 Trump 一起缩小政府规模,一个合理的目标会是多少?只是
第 31 段
大概说说。我的意思是,你是想让我在这件事发生之前就遭到暗杀吗?不,不,选一个 AO 数字。我的意思是,你知道,有句老话叫“邮局发疯”,我的意思是,他们可能,没错,对我下手。所以我们会保留邮政局。我将需要全部安保配置,各位。是的。我的意思是,今年 disg granted 工人对于前政府雇员来说,是,你知道,一个相当吓人的数字。我是说,我可能活不到那时候。你知道,我说的是连续4年每年低、低个位数,这应该可以接受。是啊,而且我喜欢你的想法。问题是,如果这事不做,呃,比如说,如果你有一个一生仅有一次或一代人才有一次的机会,却不采取严肃行动,然后你有4年时间把它做完,之后如果它
第 32 段
没有完成,那么 Trump 对这件事到底有多认真?比如你和他谈过这件事。是的,是的,我认为他对此非常认真。明白了。嗯,不,我其实认为,现实情况是,如果我们废除无意义的法规,并把人们从政府部门转移到私营部门,我们将迎来巨大的繁荣。嗯,而且而且,我认为我们将在这个国家迎来一个黄金时代,那会非常美好。我们能不能,呃,谈谈 SP?嗯,你有一系列关键里程碑即将到来。嗯,是的,实际上有一次重要而且非常激动人心的发射,嗯,可能就在今晚进行。所以,如果,如果天气允许,那么我会从这里离开,前往卡纳瓦尔角,呃,参加,嗯,那个、那个 PO stor 任务。这是一项私人任务,由
第 33 段
Derek,嗯,DED isman 出资,他是个,嗯,很棒的人。而且而且,这将是第一次,呃,第一次私人、第一次,第一次商业太空行走。嗯,而且它将到达自 Apollo 以来的最高高度,所以这是自那以后任何人到达的离地球最远之处。嗯,是啊,那之后会是什么?我们假设这次任务成功,我当然希望如此。天哪,嗯,压力不小。嗯,是啊,我们,你知道,绝对……你知道,“Astron prior astral safety is man”,如果我能把所有、所有、所有愿望积攒起来,那会是我用在这上面的那个愿望。所以,你知道,太空很危险。嗯,所以,是啊,之后的下一个里程碑将是星舰的下一次飞行。嗯,也就是,你知道,接下来的5艘星舰已经准备好飞行。我们正在等待监管批准。你知道,是啊,它,它
第 34 段
,它,它真的不应该出现这种情况:对一枚巨型火箭“both”,竟然比文件从一张办公桌移到[掌声]另一张办公桌还快。那个章真的很难获批。是啊。你看过电影《疯狂动物城》吗?你看过电影《疯狂动物城》吗?里面有一只负责审批的树懒。是啊,不小心讲了个笑话,然后我就想,哦不,这下好了,开始吧,得花很长时间了。抱歉,抱歉。嗯,不过是啊,《疯狂动物城》,你知道,有意思的是,后来大约,我不知道,1年后,我去了机动车管理局,办理我的什么驾照续期。那个工作人员展现出了惊人的自我认知,把《疯狂动物城》里的树懒摆在他的,嗯,隔间里,在,在,在他的隔间里。而且他其实动作很快。是啊,遵照“战胜树懒”的要求
第 35 段
。是啊,是啊,不,个人能动性,个人能动性。不,我是说,有些人认为,你知道,政府比实际情况更自信。我不是说政府里没有自信的人,只是他们身处一个效率低下的操作系统。嗯,一旦你把他们转移到效率更高的操作系统中,他们的产出就会大幅增加,正如我们在例子中看到的,你知道,当东德与西德重新统一时,同样的人,嗯,在一个基本上一半资本主义的操作系统中富裕得多。所以,嗯,不过我是说,对很多人来说,他们对政府最直接的体验也许就是机动车管理局。嗯,而且,而且,要记住的重要一点是,政府是
第 36 段
大规模的机动车管理局,对吧,那就是政府,明白这个图景了,你想把它扩大到多大规模?是的,是的,抱歉,你能回到Chat关于Star……的,嗯,呃,问题吗?所以你,你就在前几天宣布,星舰将在2年后前往火星,顺便说一句,哈,是的,是的,是的,是的,是的,然后4年后在下一个窗口进行一次粗糙的,呃,理想目标式发射,政府参与了多少?我不是说,比如说你看这些,不是,你知道,呃,但这些,呃,但根据我们目前的进展,就星舰而言,我们已经能够2次成功达到椭圆的速度,呃,我们已经能够让助推器和飞船在水中实现软着陆,呃,而那还是在飞船的,你知道,一半襟翼被烧掉的情况下,嗯,你可以看到
第 37 段
X平台上的视频,相当激动人心,嗯,所以,你知道,我们,我们,我们认为我们将能够可靠地、反复地而且相当迅速地发射,嗯,而,而,而火箭技术根本性的圣杯式突破,要让生命成为多行星物种所需的根本性突破,是一种可快速重复使用的可靠火箭,R是海盗的那个R,不知怎么的,嗯,把一个海盗扔进去,嗯,所以星舰是第1个这样的火箭设计,在完全可重复使用的情况下,成功是可能的“out……”之一,嗯,所以,你知道,对于任何给定的项目,你都必须说,这是要画图的圆圈,嗯,有一个圆圈,而成功,成功那个点在圆圈里吗,嗯,成功是否属于可能结果的集合,那,呃,你知道,听起来相当显而易见,但
第 38 段
往往有些项目,其中,那个,那个成功并不属于可能结果的集合,嗯,所以,所以星舰不仅是把完全,完全可重复使用纳入了可能结果的集合,它,它还在每次发射中得到验证,嗯,而且,而且,而且我有信心它会成功,这仅仅是时间问题,而且,你知道,如果,如果我们能在监管速度上取得一些改善,我们,我们实际上可以快得多,嗯,呃,所以那会,那会非常有帮助,而且,而且事实上,如果,如果这,如果不,如果不采取措施,嗯,减少监管,并在某种程度上加快审批,而且需要说明的是,我说的不是任何不安全的事情,只是对安全事项的处理可以和火箭建造得一样快,而不是更慢,那么,呃,那么,那么我们就可以成为
第 39 段
一个太空“buring”文明,并最终成为一个多重态物种,未来置身群星之间,而且,你知道,这,这就是非常,像是,极其重要的是,我们要有那些,那些我们认为鼓舞人心的事物,让你展望未来并说,未来会比过去更好,有值得期待的东西,而像,像孩子就是一种很好的,很好的评估方式,比如孩子们会为什么而兴奋,如果你可以说,你知道,你,你可以,你知道,你可以成为火星上的“Astron……”,你,你也许有一天,呃,可以超越太阳系,嗯,我们可以让《星际迷航》里的星际舰队学院成为现实,嗯,那是一个激动人心的未来,那很鼓舞人心,嗯,你知道,只是,我是说,你需要能打动你心灵的东西,对吧,嗯,是啊,[ __ ],是啊,[ __ ],是啊
第 40 段
我们干吧,我是说,像,像生活不能只是给一个又一个痛苦的问题装鞋底,也必须有你期待的东西,是的,呃,而且,而且你,你觉得你可能必须把它移到另一个司法管辖区才能推进得更快吗?我一直想知道,比如,它的火箭技术被视为一种先进武器技术,所以我们不能直接去另一个国家做,你知道,是的,在那里,是的,很有意思,而且如果我们不做,其他国家可能会做,我是说,他们远远落后于我们,但理论上,这里存在一个国家安全方面的,你知道,理由,如果,如果有人能戴上思考帽,比如,我们是否希望你正在打造、团队正在如此努力研发的这项技术被其他国家窃取,而且
第 41 段
然后,你知道,也许他们没有那么多繁文缛节。我倒希望有人试图窃取它,嗯,所以,没有,没有人试图窃取它,它只是太,这只是,它基本上太疯狂了,嗯,这对你来说,是的,实在太疯狂了。El……,你认为,嗯,发生了什么,导致波音以他们那种方式建造St线?他们能够把它送上去,但没完成,但无法完成,他们没法收尾,没法收尾,而你将不得不上去完成,嗯,嗯,好吧,我是说,我认为波音是一家公司,它是,你,他们实际上与政府做了太多生意,已经在某种程度上与政府进行了阻抗匹配,所以他们,他们就像基本上只与政府差1档,也许2档,从效率的
第 42 段
角度看,他们离政府不远,因为他们如此大一部分收入来自政府,嗯,而且很多人认为,嗯,SpaceX超级依赖政府,而实际上并不是,我们的大部分收入都来自商业业务,嗯,所以,嗯,而且,而且,而且,而且我认为,至少直到也许最近一直如此,因为他们有了一位确实会到工厂的新任CEO,是的,嗯,而,而,而在那之前的CEO,我想有一个会计学学位,而且,而且从来不去工厂,也不知道飞机如何飞行,嗯,所以我认为,如果你负责一家制造会飞的飞机和前往Orit的航天器的公司,你就需要了解它,它们如何运作不能完全是个谜,是的,所以,你知道,我就像,当然,如果有人,比如,经营可可百事,而且,而且他们非常擅长营销
第 43 段
或别的什么,呃,那,那没问题,因为,你知道,它,它不是一种依赖技术的业务,嗯,你知道,或者如果他们经营一家,你知道,财务咨询公司,而他们的学位是会计学,那说得通,嗯,但我认为,呃,你知道,如果你,如果你是骑兵队长,你就应该知道怎么骑马,相当基本,是的,是的,很好,就像,如果骑兵队长直接从马上摔下来,那会让人不安,你知道,他是scar团队,我很抱歉,我害怕hces,反着骑上去,我就像,哎呀,嗯,转,转换话题谈AI,呃,Peter之前在这里,他谈到,到目前为止,唯一真正通过AI赚到钱的公司是NVIDIA,靠的是芯片,嗯,你现在是否已经感觉到,你认为AI的大型应用会在哪里,会不会
第 44 段
成为一种赋能自动驾驶的技术,它会赋能机器人吗,会改变各个行业吗,我是说,就重大商业影响将出现在哪里而言,我认为现在仍处于早期阶段,你对此已经有判断了吗,我,我是说,我认为,我认为他们,他们在 AI 上的支出可能领先于,我是说,确实领先于目前的收入,对此毫无疑问,嗯,但 AI 的改进速度远远快于我见过的任何技术,而且,而且,而且它,它是,我是说,比如说,巡回测试以前还是一回事,现在你知道,你那个在一台该死的树莓派上写作的基础的,呃,开源随机大语言模型,或许都能,呃,你知道,通过巡回测试,嗯,所以,我,我,我实际上认为,像,像,AI 的美好未来是一个
第 45 段
极度繁荣的未来,届时会进入一个富足时代,商品和服务都不短缺,每个人都能拥有自己想要的任何东西,除非,除了那些我们人为定义为稀缺的东西,比如某些特别的艺术品,嗯,但,但是任何制成品或所提供的服务,呃,我认为随着 AI 加机器人技术的 Adent,商品和服务的成本将会,将趋近于零,我不是说它实际上会是零,但它会是,每个人都将能够拥有他们想要的任何东西,呃,那就是美好的未来,当然,而且你知道,在我看来,那大概有 80% 的可能性,所以往好处看,只有 20%,20% 的毁灭概率,没什么,嗯,这 20% 是,是像什么样子,我不知道,伙计,我是说,坦率地说,我确实有
第 46 段
为了睡得安稳,而在某种程度上刻意对 AI 抱持暂停怀疑的态度,嗯,即便如此,嗯,因为我,我,我,我认为实际的问题,最可能的问题是,比如说,好吧,在一个 AI 能把我们能做的一切都做得更好一点的世界里,我们要如何找到意义,那,那也许是更大的挑战,嗯,尽管,你知道,到目前为止,我认识越来越多已经退休的人,而他们似乎很享受那种生活,所以,呃,但我认为那可能,也许会出现某种意义危机,比如,因为计算机能做你能做的一切,而且做得更好,所以也许那会是一个挑战,嗯,但,但实际上,呃,你知道,你需要,你需要那种终端因素,你需要自动驾驶汽车,也需要那种人形
第 47 段
机器人,或者通用机器人,嗯,但一旦你拥有通用人形机器人,嗯,以及自动驾驶车辆,呃,你真的,你,你,你可以建造任何东西,嗯,而且,而且,而且这一点,我认为经济规模实际上没有上限,我是说,显然,你知道,地球的质量,你知道,像是那一个限制,嗯,但,你知道,经济实际上就是人均生产率乘以人口数量,那就是经济,而如果你,如果你拥有人形机器人,它们可以做,你知道,人形机器人的数量并没有真正的限制,嗯,而且,而且它们能够非常智能地运作,那么,那么经济实际上就没有上限,经济没有实质性的上限,你们刚刚启动了 Colossus,它
第 48 段
大概是所有地方最大的私人 GPU 集群,是那样吗,它,它是所有种类中最强大的超级计算机,嗯,这多少印证了 David 所说的,也有点印证了 Peter 所说的,也就是到目前为止,AI 的大量那种经济价值,AI 的经济价值全部流向了 Nvidia,但有人有替代方案,而你现在实际上就是拥有替代方案的人之一,你的情况非常特殊,因为 Dojo 真正处理的是图像和大型图像、巨量视频,嗯,对,我是说,Tesla 的问题不同于,嗯,你知道,那种大语言模型问题,呃,智能的性质实际上是,实际上是,而且 AI 中的重要之处是不同的,嗯,就你刚才提出的那一点而言,也就是在,在故事的情况中,上下文
第 49 段
呃,长度非常长,所以我们有数 GB 的上下文,G 上下文窗口,对,对,你有,你知道,那种,呃,我们刚刚把它启动,差不多有数十亿个上下文 token,纽约数量的上下文,因为你有,嗯,7,7 个摄像头,而且如果,如果你有几个,你知道,假设你有 1 分钟的几个高清,高清摄像头画面,那就是数 GB,所以你需要压缩,所以 Tesla 的问题是,你必须把一个巨大的上下文压缩成那些真正重要的像素,嗯,而且,你知道,而且,而且,而且随着时间把它浓缩,所以你在时间维度和空间维度上都必须压缩像素,呃,压缩空间中的像素以及跨时间的像素,嗯,而且,而且,而且然后,再让那种推理在一台微型计算机上完成
第 50 段
相对而言是个小型的,你知道,几百瓦,呃,它是一台由 Tesla 设计的 AI 推理计算机,呃,至今仍是最好的,没有我们能从供应商那里买到的更好的东西,所以车内由 Tesla 设计的 AI 推理计算机,比我们能从任何供应商那里买到的任何东西都更好,顺便说一句,这算是,顺便一提,Tesla 的 AI AI CHP 团队非常出色,你们在设计方面,有一篇技术论文,还有一套演示文稿,是你团队里某位来自 Tesla 的人发布的,令我震惊的是,你们设计了自己的传输控制,类似以太网上的一层,你们就像,啊,以太网对我们来说还不够好,你们有这个 TT Coe 之类的东西,然后你们就像,哦,我们就是要重新发明以太网,然后像这样把这些串起来
第 51 段
芯片,那边正在发生的事情相当不可思议。是的,嗯,不,团队,Tesla 芯片设计团队极其、极其出色。嗯,所以,嗯,但有没有这样一个世界,比如随着时间推移,其他需要某种视频用例或图像用例的人,理论上,你知道,你会说,哦,为什么不呢,你知道,我这边有一些额外的周期,所以这应该会让你在某种程度上成为英伟达的竞争对手。这本身并非有意为之,但,嗯,是的,我是说,你知道,这里有训练和推理,而且我们,我们在 T 确实有,你知道,2个,那2个项目,我们有 Dojo,它是训练计算机,呃,然后,嗯,你知道,我们的推理芯片,它在每一辆、每一辆车的推理计算机里。嗯,所以至于 Dojo,我们只有过 Dojo 1,Dojo 2 是
第 52 段
嗯,你知道,应该是,我们应该会在明年年底前实现 Dojo 2 的批量生产,嗯,而那,那,那会是,我们认为,某种程度上可与,呃,类似 b200 型、型系统,也就是训练系统相媲美。嗯,而且,嗯,你知道,所以我想,它确实有一些作为服务使用的潜力,嗯,但是,就像你,Dojo 就只是有点像,我是说,我们,我想,我想我对 Dojo 的信心有所增强,嗯,但我认为,在大概第3版之前,我们不会真正知道 Dojo 到底有多好,因为一种技术通常需要3次重大迭代才能变得、变得出色。嗯,而我们到明年才会有第2次重大迭代。嗯,第3次迭代,我不知道,也许是晚些时候,你知道,26年之类的。那个,呃,那个 Optimus
第 53 段
项目进展如何?我记得我们上次交谈时,嗯,而且你公开说过,它正在工厂内部做一些轻度测试,嗯,所以它实际上已经派上用场了。它的材料构成是什么,而当,你知道,对于那样的东西实现规模化时,所以当你开始像现在制造 Model 3 那样制造它,而且有100万个从生产线上下来时,你认为它们会,会花费2万、3万、4万美元吗?是的,我是说,我的意思是,我确实发现,你知道,任何以足够大批量制造的东西,其成本都会渐近地接近其,呃,材料成本。所以现在有,有,我应该说,有些,有些东西受知识产权成本的约束,比如支付专利费之类的。所以很多,你知道
第 54 段
芯片里的,是什么,是支付、支付特许权使用费,嗯,以及芯片 faab 的折旧。但芯片实际的模态成本非常低。嗯,所以,所以,所以 Optimus,它显然是人形机器人,它,它的重量轻得多,比汽车小得多。嗯,所以你可以预期,在大批量情况下,呃,而且,而且我说过,你可能还需要 Optimus 的3个、3个生产版本。所以你需要至少对设计进行3次、至少3次重大改进,然后你需要扩大生产,达到每年大约100万台以上的水平。我认为到那时,Optimus 的成本,那些,你知道,人工和材料,可能不会比1万高多少。是的,而那可能是一段长达10年的历程。基本上可以把它想成,Optimus 的成本会低于
第 55 段
嗯,一辆小型汽车,对吧。所以在规模化产量下,经过3次重大技术迭代,而且,所以如果一辆小型汽车,你知道,成本是22.5万美元,你知道,它,它可能是,我不知道,Optimus 要22万美元,一个人形机器人,可以成为你的,你的身体,就像 R2D2 和 c3p 的结合体,还更好一点。我是说,你知道,那就是,老实说,我认为人们会真的非常依恋他们的人形机器人,因为,我是说,比如你看看,算是看看《星球大战》,里面有 R2D2 和 see3,我喜欢那些家伙。嗯,你知道,他们很棒。嗯,还有他们的个性,而且,而且,我是说,R2 所能做的就只是冲你抱怨,它不会、不会说英语。嗯,c3p 会翻译那些哔哔声,你知道。所以你们现在是这个项目的第2年,如果每次需要2年或3年
第 56 段
迭代之类的,那它要达到某种规模就是一段长达10年的历程。我,我会说,重、重大迭代不到2年。所以,好。嗯,大概是5、5年左右。是的。呃,也许6年,达到每年100万台,而在那个价位上,地球上的每个人都买得起1台。我是说,会是那种1:1、2:1。你认为最终,如果我们30年后坐在这里,地球上的机器人数量与人类数量相比会怎样?是的,我认为机器人的数量将远远超过人类数量,远远。是的,远远超过。我的意思是,你得说,比如谁、谁会不想要自己的机器人伙伴?每个人都想要一个机器人伙伴。嗯,你知道,这就像,尤其是如果它能,你知道,你知道,它可以照顾你的
第 57 段
你的,带你的狗去散步,它可以,你知道,修、修剪草坪,它可以照看你的孩子,呃,它可以,你知道,比如它可以,它可以教你的孩子,它可以,它可以,我们也可以把它送到火星。我们可以把很多机器人送到火星,去完成所需的工作,从而,是的,让它成为一个殖民星球。对你来说,火星已经是机器人星球了,那里有一大堆,你知道,机器人,比如火星车和 Rob 直升机。是的,只有机器人。嗯,所以,是的,不,我,我认为这种有用的人形机器人的机会,是有史以来最大的单一机会。嗯,因为如果你假设,比如,我是说,我认为人形机器人与人类的比例至少会是2比1,也许是3比1,因为每个人、每个人都会想要1个,然后还会有一大批
第 58 段
你看不到的机器人,它们在生产商品和提供服务。而你认为它是一个通用的、通用型机器人,然后学会如何执行不同任务,还是?是的,嘿,嗯,我是说,我们就是通用型的。是的,我们是通用型机器人,我们只是由肉做成的,你知道。呃,我们是肉做的通用,通用肉体。是的,我是说,操控着我的肉体傀儡,你知道。嗯,所以,嗯,是的,我们实际上就是。顺便说一下,结果发现,比如当我们设计 Optimus 时,我们算是越来越了解人类为什么长成现在这个形状,你知道,以及为什么我们有5根手指,还有为什么你的小拇指比,你知道,你的食指更小。呃,你知道,你知道,显然还有为什么你有可对握的拇指,但也包括为什么,比如说,你的那些肌肉,那些操控你的
第 59 段
手实际上是在你的前臂里,而且而且你的手指主要是由,嗯,你的那些驱动手指的肌肉,嗯,绝大部分的手指力量实际上来自你的前臂,嗯,而你的手指是通过肌腱,也就是细小的绳索来操纵的,那就是,所以当前当前版本的 Optimus 手,呃,把执行器放在手里,而且只有 11 个自由度,所以它不能,它不像是,并不具备人手的全部自由度,人手取决于你怎么计算,大约有 25 个自由度,嗯,而且,呃,而且而且而且而且它在某些方面也不够有力,因为执行器必须装进手里,嗯,所以新一代 Optimus 手,呃,我们已经有了原型
第 60 段
形态,呃,那些执行器已经移到了前臂,就像人类一样,它们通过线缆操纵手指,就像人手一样,而且,呃,然后下一代有,有 22 个自由度,嗯,我们认为这足以完成几乎任何人类能做的事情,嗯,而且据我记得,有人写过 X 和 Tesla 可能会合作,你知道,提供服务,但我立刻想到的是,哦,如果你直接给机器人配上 Grok,那么机器人就有了个性,并且可以处理,哦对,语音、视频和图像以及所有那些东西,在我们,呃,在这里收尾的时候,我想,呃,你知道,每个人都会谈到你正在做的所有项目,但是,嗯,人们不知道你很有幽默感,那不是真的,哦,你有,你确实有,嗯
第 61 段
人们看不到这一点,但我想说,对我而言,我人生中最搞笑的一周之一,或者说最搞笑的一周,就是你上《周六夜现场》的时候,而我们得以,而且你,你,我也跟着去了,也许你看到了,嗯,也许可以讲讲幕后,比如你对那混乱疯狂的一周最有趣的一些回忆,当时我们每天笑 12 个小时,头几天有点吓人,不过是的,我,我一开始有点担心,因为坦率地说,没有任何东西好笑,嗯,第 1 天很艰难,很艰难,嗯,是啊,所以我是说,这就像一条规则,但你们就不能直接说吗,直接说那些被剪掉的东西,有些最好笑的短剧就是他们不让你演的那些,这正是我想说的,你能直接说吗,有几个挺好笑的,是啊,他们不让你
第 62 段
你可以说,这样他就不会,我是说,我们这里还有多少时间,好吧,我们应该就讲 1 个或 2 个,因为它就在你脑子里,哪一个是我们最遗憾没能播出的,你真的想听吗,我,我是说,我是说,它有一点,我明白,它有一点好笑,好了,开始吧,好吧,开始吧,各位,好吧,所以,嗯,我想每个人一直以来多少都有点想知道的一件事是,《周六夜现场》实际上是直播的吗,就是直播直播直播直播,还是他们会有某种延迟,或者比如说以防万一,你知道,出现服装故障或类似的事情,呃,它是不是有个,你知道的,5秒延迟,实际情况到底是什么,但有一种办法可以测试这个,对吧,我们出来了,那种办法,有一种办法可以测试这个
第 63 段
嗯,那就是我们不告诉他们发生了什么,当我,我 W 上去并说这是剧本时,我把它扔到地上,我们今晚就要弄清楚,就在现在,星期六,《周六夜现场》到底是不是真的直播,而我们要这样做:我要把我的 [ __ ] [掌声] 掏出来,这是有史以来最棒的提案,而且而且如果,如果如果如果你看到了我的 [ __ ],你就知道这是真的,如果你没看到,那一直都是谎言,这么多年来一直都是谎言,这么多年来,现在我们马上就要揭穿他们,而这就是我们正在推介的,是啊,是啊,所以在 Zoom 上发这个,是啊,在 Zoom 上发这个,大概是在某个星期一,比如,是啊,我们就像周末宿醉未醒,然后就像把 thisi 发过去,而且而且而且这很,这,你知道,Jason 在线上,嗯,还有,呃,Mike 和你,是啊,还有
第 64 段
Mike,呃,你知道,就像,你知道我的那些朋友,我觉得他们算是,你知道,挺搞笑的,嗯,你知道,呃,Jason 挺搞笑的。我觉得,就像,就像 Jason 是现实生活中最接近 Cartman 的人。我们有个玩笑,说他是 Butters,我是 Cartman,对。所以,嗯,然后我的朋友 Mike 也相当搞笑。所以,所以我们,我们进来时就像,就像火力全开,火力全开地带着各种想法,而我们没意识到,实际上,你知道,事情不是这么运作的,而且,而且,而且,呃,通常都是演员,然后他们只要照着指示做就行。就像,哦,对,好吧,你是说我们不能直接做我们想到的好笑事情吗?什么?他们在看这个,而在 Zoom 上,他们是个燃气推介,对,一片寂静。就像,所以我就,我就说
第 65 段
然后我当时就说,这东西在工作吗?这是,我们被静音了吗?我们的麦克风开着吗?他们说,我们听得到你。对,然后,然后在长时间的沉默之后,Mike 的,Mike 只说了一个词:蟋蟀,蟋蟀。而他们没在笑,他们甚至都不会 chugle 一下,就像,怎么回事?然后埃隆解释了包袱。对,完全是这样。所以后面还有,好吧,对,那只是开头。所以埃隆说,所以,所以然后我就,所以我就像,所以,所以,所以,所以我说,就像,我,我,我要,我要把手伸下去,[笑声]伸进我的宠物里,伸进我的裤子里,然后,然后我把手放在裤子上,我要,然后我,而且我要把我的 co 掏出来,我把这话告诉观众,而观众会像是,上吧,对吧?然后,然后,然后,然后,然后,然后,然后
第 66 段
然后我掏出一只,一只,一只小公鸡,你知道,对,然后就像,好吧,这算是有点 PG 级,你知道,就像那个,没那么糟。就像,这是我的小[ __ ],然后,然后,然后就像,你觉得怎么样,呃,然后所以,然后你觉得它是一只冰库克吗?我的意思是,我喜欢它,我提议时就像,然后 Kate McKennon 走出来。对,没错。然后我就像,哦,不,但你还没听到一半呢。Kate mcken 出来了,对,她说,埃隆本以为你会有一只更大的[ __ ]。对,我就像,我,我不是有意让你失望,Kate,不过,对,嗯,但我,我,我希望你无论如何都喜欢它。嗯,但 Kate 得带着她的猫出来,好吧,对,呃,所以,然后 Kate 说,你看得出这要往哪里发展,而我说,不错,哇,那是,那是只,那是只不错的[ __ ],你
第 67 段
你那儿的真不错,Kate,哇,太棒了。嗯,它看起来有点湿,外面下雨了吗?然后,嗯,你介意我抚摸你的[ __ ]吗?可以吗?就像,哦不,埃隆,其实我能抱抱你的[ __ ]吗?当然,当然,Kate,你绝对可以抱我的[ __ ]。嗯,然后,然后你知道,我们交换,而我觉得光是这个的音频版就挺不错,对吧?嗯,然后,然后,然后,嗯,你知道,所以就像,哇,你,我真的很喜欢,嗯,抚摸你的[ __ ]。而我就像,我,然后你说,我真的很享受在你的[ __ ]那里挣扎。对,当然,然后,嗯,对,所以你知道,他们看着我们,就像,哦我的天,我们邀请这些疯子上节目到底做了什么?对,他们说,他们说,就像,好吧,嗯,今天是,呃,今天是母亲节,今天是母亲节,我们可能不想用这个
第 68 段
观众席里的妈妈们,而我就像,好吧,这一点说得好,好吧,确实,确实,对观众席里的所有妈妈来说可能会有点不自在,也许吧,我不知道,我不知道,也许她们会喜欢,也许她们喜欢它。呃,所以对,那就是,那是那个,嗯,那就是,那就是,那就是,嗯,没能采用的冷开场。我们没能让它播出。嗯,不过,呃,我们确实为 Doge 力争过。对,我们让 Doge 播出了。Ian,我说了很多根本不在剧本上的东西。就像,他们有这些,就像,提示卡,上面写着你应该说什么,而我就是没有照着说。我就完全脱轨了。对,他们没料到这个。对,这是直播。好吧,这是直播,而且,呃,所以埃隆想做 Doge,这是另一个,然后他想在深夜节目上做 Doge
第 69 段
然后他说,嗯,嘿,Jake Al,你能不能,嗯,确保,哦对,所以我想,对,我想演 Doge 教父,就像你算是重演,你知道,那个场景,来自,呃,那个,那个,《教父》。我的意思是,你多少需要音乐来把事情铺垫起来。你在我女儿的婚礼这天来找我,听着,你要 Doge,对,你得到了 R,而我给你比特币,但你想要做,完全正确。你真的得营造气氛。你必须穿燕尾服,安迪斯,你得像是,Mar,你在我 Do 的婚礼这一天来找我,还向我要你的私钥。你甚至算朋友吗?你会叫我 Dodge 教父。所以,哔,哔,你知道,所以这很有潜力。他们有很大的潜力。所以他们来找我,而我,我正在和 Colin,嗯,还有 Jo 说话,他很有幽默感,而且他很了不起,他喜欢埃隆,而且
第 70 段
他说,因为法律之类的东西,我们不能做,因为法律和责任问题。所以我说,没关系,埃隆给 Comcast 打了电话,报了个价,而他们刚刚接受了。我们刚刚买下 NBC,所以没问题。对,然后 Colin Joe 看着我,我把这事演得太真了,然后他说,你,你是认真的?我就说,对,我们现在拥有 NBC。对,然后他说,好吧,那这就有点改变情况了,不是吗?我说,当然,Doge 这事可以推进了。对,然后他说,你在[ __ ]耍我,而我,我在[ __ ]耍你,还是我们,还是我们?那是最棒的一周,而那,就像,只是 10 个故事中的 2 个。对,我们有,对,我们有,我们会把另外 8 个留着。对,但那确实,而我只是太为你高兴了,看到你度过了充满欢乐、乐趣和放
第 71 段
走吧,因为你当时在发射火箭,你生活中要应付那么多[ __ ],还能拥有那些时刻。对,分享那些时刻,然后只是大笑。嗯,那实在太棒了,而且我觉得应该有更多这样的时刻。我们得,我们得让你再次上《周六夜现场》。谁想让他再上一次《周六夜现场》?好了,女士们先生们,我们的挚友埃隆·马斯克。[掌声] [笑声] [掌声]
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[Applause] the greatest entrepreneur this generation Elon Musk hey guys grab my stuff sit there I'm going to yep I'm going to take this all right do this thanks for taking the time how um how you doing brother you keep him busy yeah I mean it's rarely a slow week I mean in the world as well yeah I mean any given week I me it just seems like the things getting nuttier it it it's definitely a simulation we've agreed on this at this point I mean well look if if we are in some alien Netflix series I think the ratings are high yes ratings are High um how are the um uh the the freedom of speech Wars going um this is a uh you've been you've been at War for two years now yes uh the price of freedom of speech is not cheap is it I think it's like 44 billion something
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like that just numbers give her give or take a billion yeah round numbers yeah yeah um it's uh it's it's pretty nutty there there is like this weird movement to uh quell's Free Speech uh kind of around the world and um and this is something we should be very concerned about uh you know you have to ask like why was the first amendment like a high priority was like number one um One is because uh people came from countries where if you spoke freely you would be imprisoned or killed and they were like well we would like to not have that here um because that was terrible and actually you know there's a lot of places in the world right now if you if you're critical of the government you get imprisoned or killed right yeah we'd like to not have that are you
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concerned to that I mean I supect this is a receptive audience to that message [Applause] um you I I think we always thought that the West Was the exception to that that we knew there were authoritarian places around the world but we thought that in the west we'd have freedom of speech and we've seen like you said it seems like a global movement in brit you've got teenagers being put in prison for memes opposing it's like you like to you like to Facebook post throw him in the prison yeah people have got an actual you know prison for for like like obscure comments on social media not even [ __ ] posting yet like not even yeah it's crazy P got thrown in prison recently I'm like that was pretty about I was like what is the massive crime that right pav in
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France and then of course we got Brazil with judge Voldemort that that one seems like the one that impacts you the most can you what's the latest on that well we I guess we're we are trying to figure out uh is there some reasonable solution in Brazil uh the you know the concern uh I mean I want to just make sure that this is framed correctly um and uh you know funny memes aside I the the the nature of the concern was that least at at excorp we had the perception that um we were being asked to do things that violated Brazilian law so obviously we cannot as an American company impose American laws and values on on other countries um that uh you know we wouldn't get very far if we did that um but but we do you know think that uh if if a country's law laws
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are a particular way and we're being asked to what we we think we think we're being asked to break them then and and be silent about it then obviously that is no good so so I just want to be clear thetime sometimes comes across as uh elon's trying to just be a crazy whatever billionaire and demand outrageous things from other countries and um you know well that is true um in addition there are um other things uh that that I think are you know valid which is like we we we obviously can't uh you know I think any given thing that we do at excorp we've got to be able to explain in the light of day and and not feel that it was dishonorable or you know we we we did the wrong thing you know uh so we don't we that that that that was the that that's the nature
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of the concern so we actually are in uh sort of discussions with uh the you know judicial authorities in in Brazil to try to you know run this to ground like uh what What's actually going on like if if we're being asked to break the law Brazilian law then that's that that obviously should not be should not sit well with the Brazilian Judiciary and if we're not and we're mistaken we'd like to understand how we are mistaken I think that's a that's a pretty reasonable uh position I'm a bit concerned as your friend that you're going to go to one of these countries and I'm going to wake up one day and you're going to get arrested and like I'm going to have to to go bail you out or something like this is feels very acute like yes I mean it's not a joke now
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like they're literally saying like you know it's not just Biden saying like we have to look into that guy now it's become quite literal like this I who was the guy who just wrote the um was it the guardian piece about like oh yeah yeah there have been three articles and I think in the past three weeks Robert Reich but it wasn't just him it was like three different articles three different articles it doesn't that's a trend that calling for me to be imprisoned right in the in the guardian you know guardian of what what are they Pro exactly guardian of I don't know authoritarianism yeah guardian of uh yeah yeah censorship censorship but but the premise here is that you bought this thing this online Forum this communication platform and you're allowing people
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to use it to express themselves therefore you have to be jailed I don't understand the logic here right um there's what do you think they're actually afraid of at this point what's the motivation here I mean I think the if somebody's a if somebody's sort of trying to push a false premise on the world then and then that that and that premise can be undermined with public dialogue then they will be opposed to public Dialogue on that premise because they wish that false premise to Prevail right um so that's I think you know the the issue there is uh if they don't like the truth uh you know then we want to suppress it so now the you know the the sort of the what what we're trying to do with excorp uh is uh I distinguish that from my son who's also called
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X yes uh you have you have parental goals everything's just called X basically it's very difficult disambiguation the sun yeah everything um so what what we're trying to do is simply adhere to the uh you know the the laws in a in a country um so so if something is illegal in the United States or if it's illegal in you know Europe or Brazil or or wherever it might be uh then then we will take it down or we'll suspend the account because we we're not you know there to make the laws we but but if speech is not legal then then what are we doing okay now we're injecting ourselves in as as a sensor and and where does it stop and who decides so and where where does that path lead I think it leads to a bad place uh so if the people if in a country want the laws
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to be different they should make the laws different but otherwise we're going to obey the law in each jurisdiction right and some of these Europe that's it it's it's not more complicated there we're not we're not trying to FL out the law we going to be clear about that but we're we're trying to adhere to the law and if the laws change we will change and if if the laws don't change we we won't we're just literally trying to adhere to the law it's pretty pretty straightforward there are some very straightforward if somebody doesn't thinks we're not adhering to the law well they can file a lawsuit Bingo also very straightforward I mean there are European countries that don't want people to promote Nazi propaganda yes they have some sensitivity to it well
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it's it is illegal and it is illegal in those countries if somebody puts that up you take it down yes but they typically file something and say take this down no in some cases it is just um obviously illegal like you don't need to file a lawsuit for you know if something is just you know unequivocally illegal we can literally read the law this violates the law you know anyone anyone can see that like you know you don't need like if if somebody is stealing you don't need let me check the law on that okay oh no they're they're stealing Frisco let's talk so we had we had JD Vance here this morning he did a great job um and you know one of the things is there's this image on X of like basically like you Bobby uh Trump and JD are like the Avengers I guess
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and then there's another meme where you're in front of a desk where it says d g the department of governmental efficiency yes yes I posted that one tell us about I I made it using grock the gro image generator and I posted it tell us about it to my profile seek for efficiency um how how do you do it well I mean I I think with great difficulty uh but you know look it's been a long time since there was a serious effort to reduce the size of government and to um remove absurd regulations yeah and you know the last time there was a really concered effort on that front was Reagan in the early ' 80s so we're 40 years away from um a a a a serious effort to remove um you know not regulations that don't serve the greater good and and reduce the size of government
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and I think it's just if we don't do that then what's what what's happening is that we get regulations and laws accumulating every year until eventually everything's illegal uh and that's why we can't get uh major infrastructure projects done in the United States like if you look at the absurdity of the California highs speed rail I think they theyve spent $7 billion and have A600 put segment that doesn't actually have rail in it I mean your tax dollars at work I mean yeah what are we doing that's an expense of 600 feet of concrete you know um and and I mean I think it's like if you know uh I realize sometimes I'm perhaps a little optimistic with schedules but uh you know I mean I wouldn't be doing the things I'm doing if I was uh you know not an an optimist
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uh so but but but but at the current Trend you know California High Street rail might finish sometime next Century maybe probably not we're just we'll have teleportation by that time so yeah exactly AI do everything at that point so so so so I think you really think of um you know the the United States and many countries it's it's arguably worse than the EU as being like galiva tied down by a million little strings and like any one given regulation is not is not that bad but you've got a million of them and um or Millions actually and and and then eventually you just can't get anything done and and this is a this is a massive tax on the on the consumer on the people uh it's just they don't they don't realize that there's this this massive tax in the form
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of irrational regulations um I'm going I'll give you a recent uh example that that you know is is just insane um is that uh like SpaceX was fined by the EPA $140,000 for um they claimed dumping uh portable water on the ground drinking water so and we're like uh this is that star base and and we're like it's we're in a TR tropical uh thunderstorm region um that stuff comes from the Sky all the time and um and there was no actual harm done you know it was just water to cool the the the Launchpad during uh liftoff and um there's zero harm done like and they're like they agree yes there's zero harm done we're like okay so there's no harm done and um you want us to pay $140,000 fine it's like yes because you didn't have a pmit okay we didn't know there was
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a ponent needed for zero har fresh water being on the ground in a place that where fresh water full from the sky all the time got it next to the ocean next to the ocean cuz there's a little bit of water there too yeah I mean sometimes it rain so much the the roads are flooded so we're like you know how does this make any sense yeah and and then they're like then then they were like well we're not going to process any more of your any more of your applications for launch for Starship launch unless you pay this $140,000 they just ransomed us and we're like okay so we paid $140,000 but it was a it's like this is no good I mean at this rate we're never going to get to Mars I mean that's the that's the confounding part here yeah is we're acting against our
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own self-interest you know when you look at we do have to make putting aside fresh water but hey you know there the rocket makes a lot of noise so I'm I'm certain there's some complaints about noise once in a while but sometimes you want to have a party or you want to make progress and there's a little bit of noise therefore you know we we trade off a little bit of noise for massive progress or even fun so like when did we stop being able to make those tradeoffs but talk about the difference between California and Texas uh where you and I now reside um Texas you were able to build the gigafactory I remember when you got the plot of land and then it seemed like it was less than two years when you had the party to open it yeah from start of construction
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um to completion uh was 14 months 14 14 months is there anywhere on the planet that would go faster is like China faster than that uh China was 11 months got it so Texas China 11 and 14 months California how many months and just to give you a sense of size the Tesla gigafactory in China is three times the size of the Pentagon which was the biggest building in America uh no there are bigger buildings but the pentagon's pretty big one yeah where it was the biggest in units in units of Pentagon it's like three okay three pentagons and counting yeah got it in 14 months um the just the just the regulatory approvals in California would have taken two years yeah so that's that's the issue where where do you think the regulation helps like for the people that
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will say we need some checks and balances we can't have some because for every good actor like you there'll be a bad actor so where is that line then yeah I mean I have a sort of you know in in sort of doing Su sensible deregulation and um reduction in the size of government the is is just like be very public about it and say like which of these rules do you if the public is really excited about a rule and wants to keep it we'll just keep it and and here the thing about the rules if if like if the rule is um you know turns out to be a bad we'll just put it right back okay and then you know problem solved it's like it's easy to add rules but we don't actually have a process for getting rid of them that's the issue there's no garbage collection rul um when
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we were um watching you work David and I and Antonio um in that first month at Twitter which was all hands on deck and you were doing zerob based budgeting you really quickly got the cost under control and then miraculously everybody said this site will go down and you added 50 more features so maybe explain because this is the first time yeah there like so many articles like the that this this Twitter is Dead Forever there's no way it could possibly even continue at all it was almost like the Press wasting for you let's write theit here has the orbituary uh they were all saying their goodbyes on Twitter remember that yeah yeah yeah they were all leaving and saying their goodbyes cuz the site was going to melt down and totally fail and and uh all the
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journalists left yeah and which is if you ever want to like hang out with a bunch of Hall monitors oh my God threads is amazing every time I go over there and post they're like they they're really triggered but yeah I mean if you like being condemned repeatedly then you know for reasons that make no sense then threads is the way to go yeah it's really it's it's the most miserable place on Earth if Disney's the happiest this is the anti- Disney but if we were to go into government you went into the Department of Education or Pi pick the department you've worked with a lot of them actually sure you can't go in there in zero based budget okay we get it but if you could just pair two three four 5% of those organizations what kind of impact would that have
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yeah I mean I think we'd need to do more than that I think ideally but compounding every year 2 3% a year I mean it would be better than what's happening now yeah I look I think we we um you know uh if if Trump wins and obviously I suspect there are people with mixed feelings about whether that should happen but uh but if but we do have an opportunity uh to do kind of a once- in a-lifetime deregulation and reduction in the size of government um because because the other thing besides the regulations um America is also going bankrupt extremely quickly um and and nobody seems everyone seems to be sort of whistling past the graveyard on this one um but they're all they're all grabbing the silverware everyone's stuff in their pockets and the silverware before
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this the Titanic SS like well you know the the defense department by budget is a very big budget okay it's a trillion dollars a year DOD Intel it's Trill a trillion dollars um and interest payments on the national debt just exceeded the defense department budget they're over a trillion dollar a year just in interest and Rising we're we're adding a trillion dollars to the net to our debt which our you know kids and grandkids are going to have to pay somehow um you know every every three months and then soon it's going to be every two months and then every month and then the only thing we'll be able to pay his interest yeah and and if if this it's just you know it's just like a person at scale that has racked up too much credit card debt um and uh this
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this is not this is not have a a good ending so we have to reduce the spending let me ask one question cuz I've brought this up a lot and the counterargument I hear which I disagree with um but the counter argument I hear from a lot of politicians is if we reduce spending because right now if you add up federal state and local government spending it's between 40 and 50% of GDP so nearly half of our economy is supported by government spending and nearly half of people in the United States are dependent directly or indirectly on government checks and either through contractors uh that that the government pays or their employed by government um entity so if you go in and you take to harden acts too fast you will have significant contraction job loss and
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recession what's The Balancing Act Elon just thinking realistically because I'm 100% on board with you the steps the next set of steps however assume Trump wins and you become the the chief uh doe um uh dog uh like G how how like yeah and I think the challenge is how quickly can we yeah how quickly can we go in how quickly can things change and without without I want that on my business card yeah without all the L without all the contraction and job yeah so so I guess how do you really address it when so much of the economy and so many people's jobs and livelihoods are dependent on government spending well I mean I I do think it's it's it's sort of um you know it's it's false dichotomy it's not like no government spending is going to happen um you really
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have to say like is it the right level um and just remember that that you know any any given person if they are doing things in a less efficient organization versus more efficient organization their contribution to the economy their net output of goods and services will reduce um I mean you've got a couple of clear examples between uh East Germany and West Germany North Korea and South Korea um I mean North Korea they're starving uh South Korea it's like amazing it's the future the compounding effect of productivity gains yeah yeah it's night and day yeah um and so in the north North Korea you've got 100% government um and in South Korea you've got probably I don't know 40% government it's not zero yeah U and yet you've got a standard of living that is
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probably 10 times higher in South Korea at least at least exactly um uh and then East and West Germany um in West Germany uh you had just thinking in terms of cars I mean you had BMW Porsche Audi Mercedes um and and East Germany which is a random line on a map um you you the the car only car you could get was a a trabant which is basically a lawn mower with a shell on it um and it was extremely unsafe and you there's a 20-year wait so you like you know put your kid on the list as soon as they're conceived um they're conceived and and even then only I think um you know quarter of people maybe got got this lousy car and the same so so that's just an interesting example of like basically the same people different operating system and and it's not like uh
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West Germany was some you know you know a capitalist uh Heaven it was it's quite socialist actually so uh so when you look you know probably it was half half government in West Germany and 100% government in East Germany and again gain sort of a five to like it call at least a 5 to 10x standard of living difference and even qualitatively vastly better and and it's obviously you know sometimes people have these amazingly in this modern era this debate as to which system is better well I'll tell you which system is better um the one that doesn't need to build the world to keep people in okay that's that's how you can tell okay it's a dead giveaway spoiler alert dead giveaway they climbing the wall to get out you have to build a barrier to keep people in
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that is the bad system um there wasn't West West berin that built the wall okay they were like to you know anyone who wants to flee West berin go ahead um speaking of walls so it you know and and and and if you look at sort of the flux of boats from Cuba there's a large number of boats from Cuba and there's a bunch of free boats that you anyone can take to to to Cuba there's like hey wow an abandoned boat I could use this boat to go to Cuba where they have communism awesome Yes um and and and yet nobody nobody picks up those boats and and does it amazing um so given this a lot of thought yeah wait so your point is jobs will be created if we cut government spending in half jobs will be created fast enough to make up for right just to count yes obviously
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you know I'm not suggesting that that people you know um have like immediately tfed you know tossed out with with with no severance and and you know can't now can't pay their mortgage they need to see some reasonable offramp uh where yeah yeah um so reasonable offramp where you know they're still um you know earning they're still receiving money but have like I don't know a year or two to to f to find jobs in the private sector which they will find and then they will be in a different operating system um again you can see the difference East Germany was incorporated into West Germany living standards in East Germany uh Rose dramatically um so in four years if you could shrink the side size of the government with Trump what would be a good Target just
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in terms of like ballpark I mean are you trying to get me assassinated before this even happens no no pick AO number I mean you know there's that old phrase go postal I mean it's like they might yeah on me so we'll keep the post office I I'm going to need a all the security details guys yes I mean this year a number of disg granted workers for former government employees is you know quite a scary number I mean I might not make it you know I was saying low low digits every year for four years would be palatable yeah and I like your idea the thing is that if if it's not done uh like if you have a once once in a lifetime or once in a generation opportunity and you don't take Serious action and and then you have four years to get it done and then and if it
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doesn't get done then how serious is Trump about this like you've talked to him about it yeah yeah I think he is very serious about it got it um and no I I think actually the reality is that if we get rid of nonsense regulations and shift people from the government sector to the private sector we will have immense Prosperity um and and I think we will have a golden age in this country and it'll be fantastic can we uh can we talk about SP um you have a bunch of critical Milestones coming up um yeah in fact there's an important a very exciting launch um that is may be happening tonight so if if that the weather is is holding up then I'm going to leave here head to Cape canaval uh for the um the the PO stor Mission which is a private Mission so funded by
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Derek um DED isman and he's um awesome guy and and there this will be the first time uh the first private first first commercial space walk um and and'll be at at the highest altitude uh since Apollo so it's the furthest from Earth that anyone's gone um yeah and you what comes after that let's assume that's successful and I sure hope so man um no pressure um yeah we you know Absolut you know Astron prior astral safety is man if I had like all all all the wishes I could save up that would be the one to to put on so you know space is dangerous um so the the yeah the next Milestone after that would be the next flight of Starship um which um you know Starship is next five Starship is ready to fly we are waiting for regulatory approval you know yeah it it
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it it really should not be possible to both a giant rocket faster than the paper can move from one desk to [Applause] another that stamp was really hard approved yeah you ever see that movie zootopia you ever see that movie zootopia there's like a sloth in for the approval yeah accidentally tell a joke and and I was like oh no this is good here we go going to take a long time sorry sorry um but yeah zootopia you know you know the funny thing is like so I went to the DMV about I don't know a year later after zootopia and to get my whatever license renewal and the guy in in an exercise of incredible self- awareness had the sloth from zootopia in his um in his cube in in in his Cube and he was actually Swift yeah with the with the Mandate beat the sloth
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yeah yeah no personal agency personal agency no I mean some people like think the you know the government is um more confident than it than it is I'm not saying that there aren't confident people in the government they're just in an operating system that is inefficient um once you move them to a more efficient operating system they their output is dramatically greater as we've seen examp you know when East Germany was reintegrated to into with West Germany and and and the same people um were vastly more prosperous uh with a basically half capitalist uh operating system so um but I mean for a lot of people their like the maybe most direct experience with the government is the DMV um and and then the important thing to remember is the the government is
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the DMV at scale right that's the government got the mental picture how much do you want to scale it yeah yeah sorry can you go back to chat's um uh question on Star so you you announced just the other day Starship going to Mars in two years and by the way huh yeah yeah yeah yeah yeah and then four years for a crude uh aspirational launch in the next window and how much is the government involved I'm not saying like say you watch by these not you know uh but these uh but it based on our current progress where with with Starship We were able to successfully reach oval of velocity twice uh we were able to achieve soft Landings of the the booster and the ship in water uh and that's despite the ship having you know half its flaps cooked off um you can see
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the video on the X platform it's quite exciting um so you know we we we think we'll be able to have to launch reliably and repeatedly and quite quickly um and the the the fundamental Holy Grail breakthrough for rocketry for to what the fundamental breakthrough that is needed for life to become multiplanetary is a rapidly reusable reliable rocket R for the pirate somehow um throw a pirate in there um the so with Starship is the first rocket design where success is one of the possible out with full reusability um so you know for any given project you have to say this is the circle to write diagram um has a circle and is Success the success dot in the circle um is is success in the set of possible outcomes that's uh you know sounds pretty obvious but there
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are often projects where that that is success is not in the set of possible outcomes um and so so Starship not only is fully full reusability in the set of possible outcomes it it is being proven with each launch um and and and I'm confident it will succeed it's simply a matter of time and you know if if we can get some improvement in the speed of Regulation we we could actually move a lot faster um uh so that would that would be very helpful and and in fact if if this if not if something isn't done about um reducing regul and and sort of speeding up approvals and to be clear I'm not talking about anything unsafe it's simply the processing of the safe thing can be done at a as as fast as the rocket is built not slower then uh then then we could become
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a space buring civilization and a multiplet species ultimate and be out there among the stars in the future and there's you know it's it's just very like it's incredibly important that we have things that that we find inspiring that you look to the Future and say the future is going to be better than the past things to look forward to and like like kids are a good a good way to assess this like what a kids fired up about and if you can say you know you you could you know you could be an Astron on Mars you you could maybe one day uh go beyond the solar system um we could make Star Trek Starfleet Academy real um that is an exciting future that is inspiring um you know just I mean you need things that move your heart right um yeah [ __ ] yeah [ __ ] yeah
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let's do it I mean it like like life can't just be about soling one miserable problem after another there's got to be things that you look forward to as well yeah uh and and do do you think you might have to move it to a different jurisdiction and to move faster I've always wondered if like it's rocket technology is considered an advanced weapons technology so we can't just go do it you know in another country yes in it yeah interesting and if we don't do it other countries could do it I mean they're so far behind us but theoretically there's a national security you know justification here if if somebody can put their thinking caps on like do we want to have this technology that you're building the team's working so hard on stolen by other countries and
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then you know maybe they don't have as much red tape I I wish people were trying to steal it um so that no no one's trying to steal it it's just too this just it's too crazy basically um and that's for you yeah it's way too crazy El what do you think um is going on that led to boing building the St line the way that they did they were able to get it up but not complete but can't complete they can't finish can't finish and you're going to have to go up and finish um um well I mean I think Boeing is a company that is you they actually do so much business with the government they have sort of impedance matched to the government so they're they're like basically one notch away from the government maybe two they're not far from the government from an efficiency
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standpoint because they derive so much of the revenue from the government um and a lot of people think well SpaceX is super dependent on the government and actually no most of our revenue is commercial um so um and and and and there's been I think at least up until perhaps recently because they have a new CEO who actually shows up in the factory yeah um and the the the CEO before that I think had a degree in accounting and and never went to the factory and didn't know how airplanes flew um so I think if you are in charge of a company that makes airplanes fly and a spacecraft go to Orit you need to know it can't be a total mystery as to how they work yeah so you know I'm like sure if somebody's like running cocoa Pepsi and and they're like great at marketing
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or whatever uh that's that's fine because you know it's it's not a sort of Technology dependent business um you know or if they're running a you know financial consulting and their degrees in accounting that makes sense um but I think uh you know if you if you're the Cavalry Captain you should know how to ride a horse pretty basic yeah yeah great it's like it's disconcerting if the Cavalry Captain just falls off the horse you know he's scar team I'm sorry I'm scared of hces gets on backwards I'm like oops um sh shifting gears to AI uh Peter was here earlier and he was talking about how so far the only company to really make money off AI is NVIDIA with the chips um do you have a sense yet of where you think the big applications will be from AI is it going
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to be an enabling self-driving is it going to be enabling robots is it transforming Industries I mean it's still I think early in terms of where the big business impact is going to be do you have a sense yet I I mean I think I think they that they the spending on AI probably runs ahead of I mean does run ahead of the revenue right now that's there's no question about that um but the rate of improvement of AI is faster than any technology I've ever seen by far and and and it it's I mean like the for example the touring test used to be a thing now you know your basic uh open source random llm writing on a freaking Raspberry Pi probably could uh you know beat the touring test um so there's I I I think actually like like the the good future of AI is one of
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immense Prosperity where there is an age of abundance no shortage of goods and services everyone can have whatever they want unless except for things we artificially Define to be scarce like some special artwork um but but anything that is a manufactured good or provided Service uh will I think with the Adent of AI plus robotics that the cost of goods and services will be will Trend to zero like I'm not saying it be actually zero but it'll be it every everyone will be able to have anything they want uh that that's the good future of course and you know in my view that's probably 80% likely so look on the bright side only 20% 20% probability of annihilation nothing um is is the 20% like what does that look like I don't know man I mean frankly I do have
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to go engage in some degree of of deliberate suspension of disbelief with respect to AI in order to sleep well um and even then um because I I I I think the actual issue the the most likely issue is like well how do we find meaning in a world where AI can do everything we can do a bit better that that is that is perhaps the bigger challenge um although you know at this point I know more and more people who are retired and they seem to enjoy that life so uh but I think that that may be maybe there'll be some crisis of meaning like because the computer can do everything you can do but better so maybe that'll be a challenge um but but really uh you know you need you need the sort of end factors you need the the autonomous cars and you need the sort of humanoid
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robots or your general purpose robots um but once you have general purpose humanoid robots um and autonomous vehicles uh you really you you you can build anything um and and and this I think that there's no actual limit to the size of the economy I mean there obviously you know the mass of Earth you know like that one limit um but the you know the economy is is really just the average productivity per person times number of people that's the economy and if you if you've got humanoid robots that can do you know where there's no real limit on the number of humanoid robots um and and they they can operate very intelligently then then there's no actual limit to the economy in there's no meaningful limit to the economy you guys just turned on Colossus which
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is like the largest private cluster I guess of gpus anywhere is that it's it's the it's the most powerful supercomputer of any kind um which sort of speaks to what David said and kind of what Peter said which is a lot of the kind of economic value so far of ai ai is entirely gone to Nvidia but there are people with Alternatives and you're actually one with an alternative now you have a very specific case because Dojo is really about images and large images huge video um yeah I mean the the the Tesla problem is different from the um you know the sort of llm problem uh the nature of the intelligence actually is actually and and the what what matters in the AI is is different um to to the point you just made which is that in the in tales's case the context
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uh length is very long so we've got gigabytes of context G context Windows yeah yeah you've got you know sort of uh we just bringing it up kind of billions of tokens of context NY amount of context because you've got um seven seven cameras and if if you've got several you know let's say you've got a minute of several high high def cameras then that's gigabytes so you need to compress so the Tesla problem is you got to compress a gigantic context um into the the pixels that are that actually matter um and you know and and and condense that over a time so you've got in both uh the time Dimension the space Dimension you've got to compress the pixels u in space and the pixels over in time um and and and then and then have that inference done on a tiny computer
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relatively speaking a small you know a few hundred watt uh it's a Tesla designed AI inference computer uh which is by still the best there isn't a better thing we could buy from suppliers so the Tesla designed AI inference computer that's in the cars is better than anything we could buy from any supplier just by the way that's kind of a by way the the Tesla ai ai CHP team is extremely good you guys in the design there is a technical paper and there was a deck that somebody on your team from Tesla published and it was stunning to me you designed your own transport control like layer over ethernet you're like ah ethernet's not good enough for us you have this TT Coe or something and you're like oh we're just going to reinvent ethernet and like string these
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chips it's pretty incredible stuff that's happening over there yeah um no the team the the Tesla chip design team is extremely extremely good um so um but is there a world where for example other people over time that need you know some sort of like video use case or image use case theoretically you know you'd say oh why not you know I have some extra Cycles over here so which should kind of make you a competitor of Nvidia it's not intentionally per se but um yeah I mean the you know this training and inference and we we do have you know two those two projects at T we've got Dojo which is the the training computer uh and then um you know our inference chip which is in every every car inference computer um so and Dojo we've only had Dojo one Dojo 2 is
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um you know should be we should have Dojo 2 in volume towards the end of next year um and and that that that will be we think sort of comparable to uh the sort of a b200 typ type system a training system um and um you know so there's I guess there's some potential for for that to be used as a service um and but like you Dojo is is just kind of like I mean we're I guess I guess I have like some improved confidence in Dojo um but I think we won't really know how good Dojo is until probably version three like usually takes three major iterations on a technology for it to be to be excellent um and we'll only have the second major iteration next year um the third iteration I don't know maybe late you know 26 or something like that how's the uh how's the Optimus
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project going I remember when we talked last um and you said this publicly that it's in doing some light testing inside the factory um so it's actually being useful what's the build of materials and when you know for something like that at scale so when you start making it like you're making the model three now and there's a million of them coming off the factory line what would the would they cost 20 30 $40,000 you think yeah I mean what I mean I've discovered really that you know anything made in sufficient volume will ASM totically approach the cost of its of its uh materials so now there's there's I should say the there's some some things are constrained by the cost of intellectual property and like paying for patents and stuff so a lot of you know
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what what's in a a chip is like paying paying royalties um and depreciation of the chip faab so but the actual modal cost of the chips is very low um so so so Optimus it obviously is humanoid robot it it is it weighs much less than it's much smaller than a car um so the you could expect that in high volume uh and and i' said you also probably need three three production versions of Optimus so you need to refine the design three at least three major times and and then you need scale production to sort of the million unit plus per year level and I think at that point the cost the the you know the labor materials on Optimus is probably not much more than 10,000 yeah and that's a decade long journey maybe basically think of it like Optimus will cost less
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than um a a small car right so at at scale volume with three major iterations of technology and and so if a small car you know costs $225,000 you know it's it's probably like I don't know $220,000 for for an Optimus for a humanoid robot that can be your your body like a combination of R2D2 and c3p a bit better I mean you know that's I honestly I think people are going to get really attached to their humanoid robot because I mean like you look at sort of watch Star Wars and it's like R2D2 and see3 I love those guys um you know they're awesome um and their personality and and I mean and all all R2 could do is just beef at you could couldn't speak English um c3p to translate the beeps you know so you're in year two of that if you did two or three years per
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iteration or something it's a decade long journey for this to hit some sort of scale I I would say m major iterations are less than two years so okay um it's probably on the order of five five years yeah uh maybe six to get to a million units a year and at that price point everybody can afford one on planet Earth I mean it's going to be that one: one two: one what do you think ultimately if we're sitting here in 30 years the number of robotss on the planet versus Humans yeah I think the number of robots will vastly exceed the number of humans vastly yeah vastly exceed I mean you have to say like who who would not want their robot buddy everyone wants a robot buddy um you know this is like it especially if it can you know you know it can take care of your
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your take your dog for a walk it could you know mo mow the lawn it could watch your kids uh it could you know like it could it could teach your kids it could it could we could also send it to Mars we could send a lot of robots to Mars to do the work needed to yeah make it a colonized planet for you Mars is already the robot Planet there's like a whole bunch of you know robots like Rovers and Rob helicopter yes only robots um so yeah the no I I think the the sort of useful humanoid robot opportunity is the single biggest opportunity ever um because if you assume like that I mean the I think the ratio of humanoid robots to humans is going to be at least 2 to one maybe 3 to one because everybody every everybody will want one and then there'll be a bunch
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of robots that you don't see that are making goods and services and you think it's a general one generalized robot that then learns how to do different tasks or yeah hey um I mean we are a generalized yeah we're a generalized robot we're just made of meat you know uh we're a meat General meat yeah I mean operating my meat puppet you know um so um yeah we are actually and by the way it turns out like as we're designing Optimus we sort of learn more and more about why humans are shaped the way they're shaped and you know and why we have five fingers and why your little finger is smaller than you know your index finger uh you know you know obviously why you have opposable thumbs but also why for example your the muscles the major muscles that operate your
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hand are actually in your forearm and and your fingers are primarily operated like um your the muscles that actuate your fingers um are located the vast majority of the of your finger strength is actually coming from your forearm um and your fingers are being operated by tendons little strings that that's and so the current current version of the Optimus hand uh has the actuators in the hand and has only 11 degrees of freedom so it can't it's not as doesn't have all the degrees of freedom of human hand which has depending on how you count it roughly 25 degrees of freedom um and uh and and and and it's also like not strong enough in certain ways because the actuators have to fit in the hand um so the Next Generation Optimus hand uh which we have in Prototype
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form uh the the actuators have moved to the forearm just like a human and they operate the the fingers through cables just like a human hand and uh and then the next Generation had has 22 degrees of freedom um which we think is enough to do almost anything that a human can do um and presumably I think it was written that X and Tesla may work together and you know provide services but my immedate thought went to oh if you just provide a grock to the robot then the robot has a personality and can process oh yeah voice and video and images and all of that stuff as the uh as we wrap here U I think uh you know everybody talks about all the projects you're working on but um people don't know you have a great sense of humor that's not true oh you do you do um
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people don't see it but I would say one of I know for me the funniest week of my life or one of the funniest was when you did SNL and we got and you you I got to tag along maybe you saw it um maybe behind the scenes like some of your funniest Recollections of that chaotic insane week when we laughed for 12 hours a day it was a little terrorizing on the first couple of days but yeah I was I was bit worried the beginning there because frankly nothing was funny um day one was rough rough um yeah so I mean it's like a rule but can't you guys just say it just say the stuff that got on the cutting some the funniest skits were the ones that didn't let you do that's what I'm saying can you just say there were a couple of funny ones yeah that they didn't let you
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you can say it so that he doesn't get I mean how much time do we have here well we should just give one or two because it was in your mind which one do we regret most not getting on air you really want to hear that I I mean I mean it was a little I see it was a little funny okay here we go all right here we go guys all right so one of the things that um I think everyone's been sort of wondering this whole time is is Saturday night Saturday Night Live actually live like live live live live or do they have like a delay or like just in case you know there's a wardrobe malfunction or something like that uh is it like a you knowu 5sec delay what's really going on but there's a there's a way to test this right we came out the way there's a way to test this
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um which is we don't tell them what's going on as I I W on and says this is the script I throw it on the ground we're going to find out tonight right now it's Saturday if sat night life is actually live and the way that we're going to do this is I'm going to take my [ __ ] [Applause] out this is the greatest pitch ever and and if if if if you see my [ __ ] you know it's true and if you don't it's been a lie it's been a lie all these years all these years now this is we're going to bust them right now and this we're pitching this yeah yeah so ping this on Zoom yeah ping this on zoom on like a Monday after like yeah we're like kind of hung over from the weekend and like Ping thisi and and and it's h it's you know Jason's on um and uh Mike and you yeah and
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Mike uh you know got like you know who my friends who I think are sort of you know quite funny um you know uh Jason's quite funny I think like like Jason's the closest thing to Cartman that exists in the real in real life we have a joke that he's Butters and I'm Cartman yeah so um and then my friend Mike's Prett funny too so so we we come in like like just like guns blazing guns blazing with with like ideas and we didn't realize like actually you know that's not how it works and and and uh that that it's normally like actors and and they just get told what to do and like oh right well you mean we can't just like do funny things that we thought of what there watching this and on the zoom they're a gas pitch yeah it's silence like so I'm like and I'm like
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and I was like is this thing working is this are we muted is is our mic on they're like we hear you yeah and then and then after a long silence like Mike's Mike just says the word crickets crickets and they're not laughing they're going to not even going to chugle like what's going on and then Elon explains the punchline yes which is exactly so there's more to it okay yes that's just the beginning so Elon says so so then I'm so I'm like so so so so I said like I'm I'm I'm going to I'm going to reach [Laughter] down into my pet into my pants and and I stick my hand on my pants and I'm going and I'm and I'm going to pull my co and I tell this to the audience and the audience is going to be like go right and and and and and then and and then and then and
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then I pull out a a a baby rooster you know yes and it's like okay this is kind of PG you know it's like that not that bad it's like it's this is my tiny [ __ ] and and and it's like what do you think uh and so then and do you think it's an ice coock I mean I like it I pitch I'm like and then Kate McKennon walks out yeah exactly and I'm like oh no but you haven't heard half of it Kate mcken comes out yeah and she says Elon expected you would have a bigger [ __ ] yeah I like I I don't mean to disappoint you Kate but yeah um but I I I hope you like it anyway um but Kate's got to come out with with with her cat okay right uh so and Kate says you see where you can see where this is going and I say nice wow that's that's a that's a that's a nice [ __ ] you've
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got there Kate wow that's amazing um it looks a little wet was it raining outside and then um do you mind if I stroke your [ __ ] is that cool it's like oh no Elon actually can I hold your [ __ ] of course of course Kate you definely hold my [ __ ] um and and then you know we exchang and I think just the audio version of this is pretty good right um and and and um you know so it's like wow you I really like um stroking your [ __ ] and I was like I and then you say I'm really enjoying strug at your [ __ ] yes of course and um yeah so you know they're looking at us like oh my god what have we done inviting these lunatics on the program yeah they said they said like well um it is uh it is Mother's Day it's Mother's Day we might not want to go with this one
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the mom's in the audience and I'm like well that's a good point well fair fair it might be a bit uncomfortable for all the moms in the audience maybe I don't know I don't know maybe they'll dig it maybe they like it uh so yeah that was that's the um that's the that's the that's the um cold open that didn't make it we didn't get that on the air um but uh we did fight for Doge yes and we got Doge on the air Ian there's a bunch of things that I said that were just not on the script like they have these like Q cards for what you're supposed to say and I just didn't say it I just went off off the rails yeah they didn't see that coming yeah it's live well it's live and uh so the Elon wanted to do Doge this is the other one and he wanted to do Doge on late night
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and he says um Hey Jake Al can you um make sure oh yeah so I want yeah I wanted to do the Doge father like you sort of redo the you know that scene from uh the the to Godfather I mean you kind of need the music to cue things up you bring me on my daughter's wedding listen you ask for Doge yeah you got R and I give you Bitcoin but you want do exactly you really got to set the mood you have to have tuxedo andice you got to have like Mar you come to me on this day of my Do's wedding and you ask me for your private keys are you even a friend you'll call me the Dodge father so b b know so that has potential they had great potential so they come to me and I'm I'm talking to Colin um and Jo who's got a great sense of humor and he's amazing he loves Elon and
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he's like we can't do it because of the law and stuff like that and the law and liability so I said it's okay Elon called Comcast and he put in an offer and they just accepted it we just bought NBC so it's fine yeah and Colin Joe looks at me I sold this so good and he's like you're you're serious I'm like yep we own NBC now yeah and he's like okay well that kind of changes things doesn't it I'm like absolutely where're a go on on Doge yeah and then he's like you're [ __ ] with me and I'm I'm [ __ ] with you or are we or are we it was the greatest week of and that like is like two of 10 stories yeah we got yeah we got we'll save the other eight yeah but it was and I was just so happy for you to see you have a great week of just joy and fun and letting
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go cuz you were launching Rockets you're dealing with so much [ __ ] in your life to have those moments yeah to share them and just laugh um it was just so great and more of those moments I think we got to we got to get you back on SNL who wants them back on SNL one more time all right ladies and gentlemen our bestie Elon Musk [Applause] [Laughter] [Applause]