Game theory on the Bing announcement…
Microsoft is trying to lower Google’s search margins which will make it harder for Google to continue running Cloud and other competitive businesses at a loss.
Google processes ~8.5 billion searches per day. The noise around Bing/AI
Will Summerlin
1,242 posts
Managing Partner at Autopilot (@hqautopilot). Investor @xAI, @replit, @fluidstack, @skyryse, @AyarLabs, @RadiantNuclear + more. Prev: @ARKInvest
Joined March 2021
- The Vision vs. Lidar debate is reminiscent of the AC vs. DC battle of the late 1880s. Direct Current (DC) systems, as proposed by Thomas Edison, worked reasonably well but could not transfer power over long distances. (1/5)
- So much to unpack from Tesla AI day. Here are a few key takeaways:
- How much would it cost to train a neural network the size of a human brain? (thread)
- Replying to @WSummerlinAIBut neural network training efficiency has been doubling every 16 months. If this trend continues, the cost of training will likely decline as follows: 2024: $325mm 2028: $40mm 2032: $5mm
- MIT CS PhD: “I want to solve cancer with AI!” FAANG: "Good for you. Here's $1.2mm/yr. Make people look at their screen for an additional 0.85 seconds."
- The evolution of competitive advantages: 1900s: Economies of Scale 2000s: Network Effects 2020s: Data Advantages 1/14
- Replying to @WSummerlinAITelsa won the currents battle with AC. And I think Tesla will win the FSD battle with Vision. In both cases, scalability matters. (But ironically, Tesla superchargers are DC systems!) (5/5)
- Replying to @WSummerlinAIGPT-3 has 175B parameters (3.14E+23 flops) and it cost ~$4.6mm to train (2020). The human brain has at least 100T synapse (parameters). Assuming linear scaling of compute requirements, the cost to train a “human brain” in 2021 would be more than $2B.
- hello world
- AI is the next great platform shift. It will create an order of magnitude more value than mobile, cloud, etc. Companies that embrace it will likely see massive upside. Companies that don’t will be disrupted. Surprisingly few companies are investing accordingly.
- The idea of convincing people to become entrepreneurs is ridiculous. If you need to be convinced, you shouldn’t do it. Starting a company is totally irrational—you need to be obsessed and committed to a painful, decade-long grind. Most people are better off as employees.
- Replying to @WSummerlinAIMy take: AI is likely advancing far faster than most people realize. And Tesla appears to be the leader when it comes to real-world AI. The visual perception stack and training pipeline are extensible to many use cases beyond FSD (Tesla Bot?), and the data advantages are real.


