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00:00:00
Um, you know, you said recently tens of
00:00:03
billions of robots, but that's decades
00:00:05
away.
00:00:06
>> At least one decade away.
00:00:09
>> It's got to be more than that.
00:00:10
>> It's going to grow very fast.
00:00:12
>> Why do you think that?
00:00:15
>> I think I think uh humanoid robots will
00:00:17
be the biggest product ever. Uh the
00:00:19
demand will be insatiable. Um you've
00:00:21
said that
00:00:22
>> everyone's going to want one. It's like
00:00:23
basically who wouldn't want uh their own
00:00:26
personal C3PO R2-D2.
00:00:29
>> No, right. You've said that and you know
00:00:32
your your goal you've also said is to
00:00:34
produce a million robots I think by
00:00:36
2030. That's what I had you on the
00:00:38
record as saying.
00:00:39
>> I think that's a reasonable target
00:00:40
>> and then and then start towards
00:00:42
sustainable abundance which he can get
00:00:44
into. But, you know, I wonder we we've
00:00:46
been talking about autonomous and how
00:00:47
long it takes it takes to train the
00:00:49
automobile to be able to be the
00:00:51
equivalent of or exceed human
00:00:52
capabilities,
00:00:53
>> but what about these robots to the
00:00:55
extent that how much training are they
00:00:57
going to need to actually be able to do
00:00:59
various different types of tasks? Is
00:01:02
that isn't that something take a long
00:01:05
time? Yeah.
00:01:06
>> Uh yes, it's going to take a lot of
00:01:07
compute resources. Um and it'll take
00:01:10
it'll take time. I think there there's
00:01:12
certain uh threshold breakthroughs that
00:01:15
that uh we think we can achieve uh where
00:01:18
if um if optimists can can watch videos
00:01:22
uh you know YouTube videos or how-to
00:01:24
videos or whatever and based on that
00:01:26
video just like a human can uh learn how
00:01:29
to do that thing then you you you really
00:01:32
have a task extensibility that is
00:01:35
dramatic because then you it can learn
00:01:37
anything very quickly. Um, so I I think
00:01:40
we'll I think we'll get there in the
00:01:42
next >> We're not there yet, though.
00:01:43
>> We're not there yet. >> You're relying on a
00:01:45
>> on a significant uptick in terms of of
00:01:49
learning and training.
00:01:51
>> Yeah. No, that's that's why I'm calling
00:01:53
it a very significant threshold would be
00:01:55
the ability to learn from watching a
00:01:57
video just so
00:01:59
>> right. Uh but at the point
00:02:00
>> as opposed to watching a human, right,
00:02:02
which is or having a human sort of train
00:02:03
it right now with a task
00:02:05
>> I mean right right now we're really
00:02:07
we're training optimists to do like
00:02:09
primitive tasks where a human in a kind
00:02:12
of a what's called a mocap suit uh is uh
00:02:17
and and sort of cameras on the head is
00:02:20
uh moving in the way that the robot
00:02:22
would move to say pick up an object or
00:02:25
uh open a door or basic tasks throw a
00:02:29
um dance
00:02:31
>> um and uh we need to
00:02:36
I think that's needed to to sort of
00:02:38
bootstrap the intelligence so you can
00:02:40
have the basic functions. Then where I
00:02:43
think it gets very interesting um and
00:02:45
and very much like humans is that um you
00:02:49
you want the robot to selfplay.
00:02:52
>> So you say how does a child learn? Well,
00:02:54
a child has toys and a child plays with
00:02:56
the toys, plays with the blocks, you
00:02:58
know, at some point figures how to put
00:03:00
the triangle in the triangle hole and
00:03:02
the circle in the circle hole by by
00:03:04
doing it over and over again. And this
00:03:05
this selfplay once you have a lot of
00:03:07
robots, uh, you can do this selfplay,
00:03:10
which is that you just put the robot in
00:03:12
a room with toys
00:03:14
>> and and have the robot literally have
00:03:16
the robot play with toys
00:03:17
>> and it will learn.
00:03:18
>> Yeah.
00:03:20
And and but you have to have to have a
00:03:21
reward function to say like okay your
00:03:24
the goal of the robot is to put you know
00:03:26
that classic child's toy you put the
00:03:27
circle in the circle hole the square and
00:03:28
square triangle and triangle hole and
00:03:31
keep doing it until it works and the
00:03:33
reward function is succeeding
00:03:35
>> and there are no advances needed to
00:03:36
accomplish that now I mean no advances
00:03:38
in AI or or just compute and things of
00:03:41
that nature that can happen.
00:03:43
>> Uh there are some advances needed but I
00:03:45
don't think these are insurmountable. I
00:03:47
think we I think we can we I think we
00:03:49
can solve these things in the next few

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CNBC's David Faber sits down at Tesla HQ with CEO Elon Musk for a wide ranging conversation on self-driving, semiconductors, AI, China, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://www.cnbc.com/application/pro/?tpcc=Pro%7Csocial%7Cyoutube%7Cdescription%7CQ12024#no_universal_links » Subscribe to CNBC TV: https://www.youtube.com/cnbctelevision?sub_confirmation=1 » Subscribe to CNBC: https://www.youtube.com/user/cnbc?sub_confirmation=1 » Watch CNBC on the go with CNBC+: https://www.cnbc.com/subscribe/cnbcplus?tpcc=plus%7Corganic%7Csocial%7Csocialroadblock%7CpluslaunchQ225 Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC on LinkedIn: https://www.linkedin.com/company/cnbc Follow CNBC News on Instagram: https://www.facebook.com/unsupportedbrowser Follow CNBC News on Facebook: https://www.facebook.com/unsupportedbrowser Follow CNBC on Threads: https://www.facebook.com/unsupportedbrowser Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://www.whatsapp.com/channel/0029VaWBLgG4IBhMvGr2AD2j https://www.cnbc.com/select/best-credit-cards/

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