I’m joined by Will Summerlin, artificial intelligence analyst at ARK Invest as we discuss Tesla AI, 2020s being the decade of data advantage, and the future of AI. (recorded on 5/20/21)

Will Summerlin on Twitter: https://twitter.com/summerlinARK

Timestamps

00:00 - Introduction

1:00 - How do you view AI and its significance?

2:48 - How is the AI revolution different from the computer or internet revolution?

5:20 - Applications of AI automation

6:55 - Data advantages in the next 1-2 decades

10:16 - Certain types of data that are super valuable

13:21 - "Valuable data" in autonomous driving

14:07 - What's stopping OEMs and other tech companies from gathering valuable autonomous driving data?

17:40 - How big of a task is it to capture and label autonomous driving data?

19:30 - Where is Tesla headed with Dojo?

23:26 - Does Tesla have an advantage over Google TPU?

26:05 - Dojo AI as a service?

28:28 - Could Tesla release an API decoding images and distances?

31:30 - Tesla as one of the biggest AI companies in the world?

35:40 - Finding data scientists and AI engineers

39:13 - Real world AI vs digital AI

42:55 - Apple car and Waymo

45:22 - What's your take on Lidar?

49:00 - Incentive structure in companies and risk

56:35 - How close is Tesla to solving FSD?

57:57 - Can Tesla do a household robot or drone?

1:01:50 - Last foot delivery

1:05:00 - Conclusion

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