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Your comment about Tesla FSD being level 2 and insinuating Mercedes Level 3 being superior. Either that was an ignorant comment or you are trolling… Tesla FSD is formally level 2, but its capabilities are way beyond, more like around level 4 today… as they are aiming for lvl 5… Tesla is leading the training data race for full self driving purpose.

Mercedes being level 3 is very misleading. It’s so limited in situations that you can look away from the road, Tesla FSD is way more capable in pretty much every other situation. Mercedes self drive doesn’t make turns, stop at stop signs, or any other of the complicated situations FSD can handle well especially after v12

Tesla vs Nvidia is a must!

Deep dive into NVDA vs TSLA needed. Specific question. Can simulations etc (NVDA ) replace massive camera data (TSLA) for training FSD?

Alex didn't actually say outright which company intentionally to let us make our on inferences and rightly so. My take from what he is saying is NVDA and TSLA. NVDA because they have the simulation ISAAC real world physics enabled model which will train models lightning fast compared to real world training. Intel and AMD and others still don't have that and it's a high bar for competitors to cross. Also, NVDA claims that with Mercedes they are already Level 3 (I think jury is open on that). TSLA is because it has shown the new FSD Generative AI based v12 is much better than the old rules based model in v11. It wont take them too long for them to be at Level 3 (my guess within 1 yr,) and after that, my guess is, to Level 4 within 5 yrs. Even if other companies have equivalent FSD models by then, they don't have economies of scale on a low cost EV car to house the FSD in for consumer use.

Mercedes benz autonomy is 15 years behind tesla. You don't know what you are talking about.

Hey Alex , great vid, would love to see your take on how Quantum computing might merge into AI & robotics field & how that could further transform chip making & technology in general

I appreciate your outline. Subscribed. Too many tubers leave me hanging.

Your videos are so informative and very well structured. Great job.

Will robots get to wear leather jackets

Every scenario in financial markets has a pattern of repetition. Artur Grandi's book offers a precise strategy for stabilizing investments, even within the realm of cryptocurrency

Hi Sir, the Nvidia Blackwell is a 700 watt datacenter chip, its way too power hungry for a humanoid robot

Nvidia Nvidia Nvidia

@TickerSymbolYou, thanks for the great videos,can you pls comment on Tesla and Xpeng stock performance?

Thanks.

I love AI. Like us, at first it starts, learns and improves. But then, unlike us, it does not deteriorate, forget and die. It just improves. Every day. Forever.

Thanks for all the great Deep dive information bro! Your videos are way more in-depth than anybody I've come across on the KZfaq altogether man so congratulations to you and I got to ask how long does it take for you to put together one of these videos and you're really smart guy your knowledge just flows out you know so much about all this stuff thank you💰💰

One thing I would say about Nvidia is that its operating margins are so vast. There must be room for some other well positioned companies to try to carve out some of this share in certain ways. Of course it will be at the expense of reliability or excellence or something. But it’s still worth mentioning. Just a thought.

Nice site... you start off right in my book - sub 15 minutes!

I would also add simulations ( currently dominated by Nvidia ). Simulations solve the biggest AI issue for robotics, data.

Very informative. Thanks.

That last game was brutal! But an absolute master class. Respect to him for changing up his strategy. I will not tire of seeing hook shot after hook shot.

AI learning is exactly like kagebunshin no jutsu. It’s like we’re at the part where Naruto is trying to learn rasengan. We’ll get to the point where he infuses it with wind, and then eventually with any element. Once we get to that part the sky won’t be the limit, it’ll be our starting point to a new age.

Looks like nvda is gonna be worth thousands in a few years

The problem with Tesla at the moment is that the front axles have a habit of breaking, the insurance is very high because the cost of damaged battery packs is very high and the customer service in the UK (see Trustpilot) is very poor. Hence the stock price is tanking. So although all this new technology is exciting Tesla need to get the basics right first. The new Nvidia Blackwell platform looks exciting though.

I personally don't need a full self driving car. But a car which could - slowly but fully autonomously - drive to my house so that I could take it over would be of huge use for me and any Carsharing company.

Tesla had it's chatgpt moment. Fsd v12.

Thanks!

So should FTEC and/or SMH cover the winners of this space?

Mercedes level 3 autonomy isn't even close to Tesla's 'level 2'

Exciting times ahead.

Dear Admin , can you ask Boston Dynamic, Chat GPT and Tesla bot to speed up the manufacturing and let the bots out to the markets this summer please

OK I get it, you're really 'pumped' for Nvidia - but how can you just dismiss Tesla's data advantage? In AI training - data is King. Nobody has close to the amount of real world training data that Tesla have... and the more compute they can stack up, the more they can use the data they already have. That's why their advances will come faster and sooner imo... for cars at least. Whether that then translates into humanoid bots is another matter. A car navigates a 2D world mostly - left/right/forwards/backwards - a bot has up and down to deal with.

Now that’s a lot of bots 🤖 😂!

Great video! Do you have a discord server? The invite has expired. Also have you released price targets for the AI stocks you talk about? Love the channel!

Do a deep dive on latest Tesla FSD vs latest Mobileye vs latest Mercedes lvl 3 vs any other top current player.

u invested in figure? how about rocket lab?

Thank you for a video. I side with you on this one. No matter what Humanoid robots company will take the lion share of the profts/market, it will use Both Nvidias software and Chips. And the most important thing: Nvidia has chosen Blackwell Architecture to be used in their automation chips, this means that AMd and intel cant compete with Nvidia when it comes to Robotics. No matter what robotics company will be the leader in human robotics, one thing is for sure, The biggest winner will be nvidia, they will make huge profits. In Nvidias conference there was so many robots on the stage, so it seems that maybe there will success for a lot of companies concerning the rival in the robots markets. So they will split the money. But! Nvidia will take the lion share!

Any one can suggest good AI & Robotics etf

Tesla is vertically integrated and they have already proven their ability to manufacture at scale and with great efficiency. This is why Tesla is able to undersell all other EV manufacturers and still make money while all the others are losing money. Tesla also has the money to rapidly scale. I'm not saying that Tesla is going to be the only humanoid robot company but I do believe they will dominate.

Love your channel! Super informative and well made videos!

Boston looks impressive because it is SCRIPTED to be impressive. Their Robots are agile, tactile and athletic but not dynamic or experiencing any world outside a set group of parameters. I think they could benefit from a "Digital Twin" capable of bringing them to autonomy; that said they probably have their lane (which is bit too easy to disrupt).

The Sharemarket is about emotion. Tesla gets an Optimus to market at the right price - Shareprice to the Moon

Yes, please make another video on Tesla and Nvidia video. Who designed and constructed Amazon warehouse robots?

I subscribed

Awesome channel and content! ❤

These robots are swell… 👍

I'd love to see update videos on Tesla and AMD

Good luck with your investments

Alex, I believe the market analyst don’t understand the potential of NVDA. They have so many strengths spread through many segments in Ai. They are clearly a leader and dominant. Do you agree?

Talk about INTEL, again! 🎉

Neat video. Though I can't seem to find the thing that changes 'EVERYTHING'. Did the thumbnail lie to me?

All these robots will require rare earth permanent magnets to work. Where will the world procure all those rare earth metals/magnets from?

Tesla is level 2 in name only. 12.3.1 is extremely advanced and it’s less than 1 year old. Tesla makes their own very energy efficient chipset. I imagine BYD will just license the whole Tesla package later this year.

Is AMD a good investment? Thank you.

if you really know FSD, you d know how much bigger and better their level 2 is than any "level 3" pilot in the market.

Hey could you do a video about $XLK ?

I once told my wife, I am ironman. She said: I know, just like any man surrounded himself in a shell made of Metal, Now keep your eyes on the road.

was this video created with HeyGen?

So... will we have real self driving that can, in real time, navigate terrains better than a human can in 10-20 years? I think we need AI in every piece of tech and AGI on your hands in order for everything in this video to come true.

Apparently you are missing the $tsla boat. It's never too late get on $tsla

In the future, robots will not need a lot of computing power because they will be connected via 5G, meaning there will be no latency.

Alex, thank you for the delete me! I signed up and gave you credit

The ones that make eggs, I don't see the demand for apple preparing robots.

And still it sounds scary, robots improving robots.

so tesla doing FSD like everybody else its like they not the leader & the one who started this , weird how you flipped

This means that every robotic manufacturer using Nvidia will need to pay that tax.

all these stock channels always tell you to buy everything. they never tell you to sell

how could mercedez be more advance then tesla the biggest car compagnie in the world with 800billion worth if its not corruption i dont know what it is

Long story short NVIDIA

It’s over for Tesla

Tesla vs Nvidia

Don't let these robots watch any of the John Wick movies

The limit of ai is the limit of resources and electricity

Robots will run on 5g and wifi. There will be a powerful computer nearby controlling the tesla bots.

NVIDIA. Yes it doesn’t make cars. It also doesn’t make chips. It designs chips. Taiwan Semiconductor Manufacturing Company makes the chips..

except where is the demand coming from once robots are doing the jobs?

Come on rouge servator scenario! You will not be working because you are too busy with mandatory pampering. I welcome my robot overlords.

Man, I always go into your videos thinking I'm not going to learn something new, but you keep surprising me.

delete seems to me is good idea

Just imagine the possibilities if robots were directly connected to your brain through Tesla's Neuralink! Picture this: a robot could navigate, converse (using your voice), and explore Paris while you're comfortably seated in your living room in New York. You could even remotely control your parents' robot and engage in conversation with them as if you were right there in their living room. It's not hard to envision a future in 2035 where humanoid robots outnumber humans, each one assisting individuals with their daily tasks without replacing them.

The three laws of robotics should apply until we grow wise enough to apply the 11th commandment. 11. thou shalt not create machines in the image of the mind of man.

The opportunity is so large, I don't think any of the players will have to worry about missing out. It is more of who will take the biggest piece of the pie. Looking at that, Tesla is the one that ticks the most boxes and of course being an idividual that only has access to public markets it's Tesla or Nvidia. Maybe Microsoft. For me personally Tesla ticks the most boxes for their manufacturing and execution chops. Not to mention their already demonstrated AI on the road which is now accelerating at exponential pace. They have the ability to immediately apply Optimus in their own manufacturing process with single minded objectives and execution rather than being pulled in a hundred directions by differing goals of an Nvidia partner model. Got the popcorn and shares all ready.

TSLA and msb can make whatever they want but what fool would put their life in the computer software

I dont get what this video was all about. Just still talking the big players, which have huge stock prices.

the mercedes tesla comparison is misleading. if tesla operates at level 5 but claims level 2 functionality for legal reasons then what level is it really at? if mercedes claims level 3 with 100 real world constraints limiting its stated level functionality, then what level is it in the real world. the tesla system out performs the mercedes system in all metrics. tesla isn't concerned about marketing speak or appearing to be better, it is actually working on being better. the difference between engineering and marketing.

we all know Tesla FSD is better than Pilot.

Collect your own data and sell it too AI companies

Hello. First time I’ve seen one of your videos and I’m about halfway through and I’m enjoying it so far. I think you’re making a lot of good points. I offer for your consideration that in many areas of business, the use of levels of accreditation are often misleading, and can be abused by the companies involved to make them look better than they are. As we know Elon musk, who is famous for leaving a lot of his technology open source And not patenting many of his companies inventions, is a case in which you should be careful. Mercedes is a very visible company and one that plays the game like most of the other car, manufactures of who’s got the fanciest this or that. Like Volkswagen known Bugatti, and claiming that they have the fastest car and Mercedes making claims about it self-driving. I don’t think that it’s a fair equivalency comparison for level two Tesla versus level three Mercedes. Teslas perform at high speed and on highways are virtually flawless, and I’m sure that if accreditation was foremost in their minds, Elon would easily find level three accreditation for all of the same functions that Mercedes has achieved level three accreditation for. Accreditation is a process that takes time, effort, and money, and we are all very well aware that Elon musk takes for example the $6 billion at Forde spends on advertising and rather than spending a single penny and advertising bills three giga factories worth $2 billion each, which is a far better use of money if you don’t need advertising.. I think Elon would be the first person to tell you that accreditation from a third-party means very little to him and his company. What matters to him is actual functionality and being able to have your car drive you from .8 point B autonomously. I don’t think Mercedes is anywhere near the level of Mercedes , despite the fact that there are some semantics involved with official accreditations. Don’t get me wrong because I’m probably going to be pigeonhole here into being considered a diehard Elon Tesla fan who won’t be open to other considerations and that’s far from the truth. I have spent years following the topic and sat through many KZfaqrs very dry engineering leaning videos, buried in the minutia , as well as watched real time videos of hours, and hours of driving with and without intervention of humans. I do think that it’s not entirely accurate to say that Tesla is coming late to the party with regard to building a neural artificial, intelligent engine. I think that Tesla is actually at the forefront. Other companies are still mostly stuck on using lidar Tesla has become more focused on creating an artificially, intelligent neural engine that can learn as a human does add to that insane and completely overwhelming amount of data compared to anyone else that Tesla has access to, and a self learning human emulation, artificial intelligence with all that data is very hard to compete with. Despite Mercedes level three accreditation, we don’t see anyone driving Mercedes around at 40 miles an hour without sitting in the driver seat, holding the wheel. I think it’s mostly about bragging rights, because Mercedes is heavily dependent upon advertising. Back to the other half of your video where you’ll probably be talking about robots which I’m interested to hear about. Thanks for your video.

Nvidia does not make anything.....they just design the chips. They can sell all the GPUs they want.....we have to see who is going to produce them. Tesla is the OG of high volume manufacturing, Figure may have a good robot but no one will be able to outpace Elons speed in production.

NVDIA manufacturers zero item.

Deep dive into what’s going on with AMD. It’s tanking!

You think Nvidia Thor will be a FSD competitor 🤣

So basically NVDIA, NVDIA, NVDIA

great information,

Tesla Level 2 and Mercedes Level 3😂

NVIDIA

To say Mercedes L3 system is better than FSD is an amazingly bad take. Tesla basic autopilot is superior to Mercedes offering.

❤WATER TEST: Have these robots carrying a cup of water at least ¾ full across a room at a good speed and give it to you. Use different size cups as well. That's a good test. NO SPILLS.