Wednesday, March 6, 2024

OpenAI and Elon Musk

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Working on the slicing fringe of AI is sadly costly. For instance,Along with DeepMind, Google additionally has Google Mind, Analysis, and Cloud. And TensorFlow, TPUs, and so they personal a few third of all analysis (actually, they maintain their very own AI conferences).

I additionally strongly suspect that compute horsepower shall be crucial (and presumably even ample) to achieve AGI. If historic traits are any indication, progress in AI is primarily pushed by techniques – compute, knowledge, infrastructure. The core algorithms we use as we speak have remained largely unchanged from the ~90s. Not solely that, however any algorithmic advances revealed in a paper someplace may be virtually instantly re-implemented and integrated. Conversely, algorithmic advances alone are inert with out the size to additionally make them scary.

It appears to me that OpenAI as we speak is burning money and that the funding mannequin can’t attain the size to noticeably compete with Google (an 800B firm). If you cannot severely compete however proceed to do analysis in open, you may actually be making issues worse and serving to them out “without cost”, as a result of any advances are pretty simple for them to repeat and instantly incorporate, at scale.

A for-profit pivot may create a extra sustainable income stream over time and would, with the present staff, seemingly usher in lots of funding. Nonetheless, constructing out a product from scratch would steal focus from AI analysis, it could take a very long time and it is unclear if an organization may “catch up” to Google scale, and the traders may exert an excessive amount of strain within the mistaken instructions.Essentially the most promising possibility I can consider, as I discussed earlier, could be for OpenAI to connect to Tesla as its money cow. I imagine attachments to different massive suspects (e.g. Apple? Amazon?) would fail as a consequence of an incompatible firm DNA. Utilizing a rocket analogy, Tesla already constructed the “first stage” of the rocket with the entire provide chain of Mannequin 3 and its onboard pc and a persistent web connection. The “second stage” could be a full self driving resolution primarily based on large-scale neural community coaching, which OpenAI experience may considerably assist speed up. With a functioning full self-driving resolution in ~2-3 years we may promote lots of automobiles/vehicles. If we do that rather well, the transportation trade is massive sufficient that we may improve Tesla’s market cap to excessive O(~100K), and use that income to fund the AI work on the acceptable scale.

I can’t see anything that has the potential to achieve sustainable Google-scale capital inside a decade.



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