大会演讲·中文精读

马斯克:值得期待的未来|Tesla 得州超级工厂访谈|TED

Elon Musk: A future worth getting excited about | Tesla Texas Gigafactory interview | TED

中文精读由 AI 基于原始视频与文稿改写,非官方翻译,可能存在偏差或错误;表述以原视频为准。说明

2022 年 4 月,得克萨斯州超级工厂(Gigafactory Texas)正式开业的前一天,TED 的克里斯·安德森(Chris Anderson)坐在马斯克对面,问了一个关于预测的问题。

他先夸马斯克:2014 年特斯拉全年只卖了 6 万辆车,你当时说 2020 年能做到年销 50 万辆,结果 2020 年真的干了将近 50 万辆。那一次全行业都在嘲笑你,因为自亨利·福特(Henry Ford)的 T 型车之后,没有一家车企接近过这种增速。

然后他话锋一转:五年前你也来过 TED,我问你全自动驾驶,你说"今年就有把握让一辆车从洛杉矶开到纽约,全程零干预"。五年过去了,车还没到。

马斯克的回答很干脆:"我不想吓着你,但我并不是总对。"

这场访谈里,他反复承认自己会错、会被打脸、会被写成"骗子加傻瓜"。可同一个人在同一次对话里说:今年,全自动驾驶的事故概率会超过人类平均水平。这句话完全可以当笑话听,因为他过去五年每年都这么说。但他接着解释了为什么过去错得那么离谱,以及这次凭什么不一样。

下面把整场访谈的论点按逻辑重新组织了一遍:能源、自动驾驶、机器人、脑机接口、星舰、火星、财富与人口。马斯克在这两个小时里给出的判断,有些听着像疯话,有些听着像预言,值得一条一条拆开看。

未来不能只是解决一个又一个悲惨的问题

安德森开的题是:帮我设想 10 年、20 年、30 年之后,要建一个"值得期待的未来",需要什么。

马斯克先从动机层面讲起。他说,人们每天讨论的都是"这个问题""那个问题",很多人对未来是悲观的,这种情绪本身就有害。他原话是:

"我们真的希望早上醒来的时候,是期待未来的。我们希望对即将发生的事情感到兴奋。生活不能只是解决一个又一个悲惨的问题。"(马斯克)

这句话定下了整场访谈的基调。后面聊到的所有项目,他都归到同一个理由上:让未来值得期待,让人早上醒来有盼头。

安德森顺势抛出 2050 年这个节点。科学界有个相当主流的共识:如果 2050 年前没有把温室气体完全消除或完全抵消,基本等于邀请气候灾难上门。他问马斯克,你信不信存在一条能避开的路径。

马斯克的回答有意思。他先说自己不属于"末日派"(原话是 doom of state people,语音识别有点乱,按上下文就是悲观派),他认为人类现在走的路是对的。但他立刻加了一句警告:前提是不能自满。

他说,只要人类对转向可持续能源经济保持高度的紧迫感,事情就会好起来。他还补了一句关于心态的反直觉判断:如果天天担心这件事,讽刺的是这种担心反而会变成自我实现的预言;正确的做法是担心,然后行动。

可持续能源只需要三样东西

马斯克把能源转型拆成三个要素,讲得非常干净。

第一是可持续的发电,主要是风能和太阳能。他也提到水电、地热,并且明确表态支持核能,"核能没问题"。但主力还是风光。

第二是储能电池。理由简单:太阳不会一直照,风不会一直吹,所以需要大量固定式电池组。

第三是电动交通。电动车、电动飞机、电动船。火箭没法电动,但火箭的推进剂可以用可持续能源来制造。

这三件事凑齐,就是一个完全可持续的能源经济。马斯克说他算过一笔粗账:把现有电力生产全部替换掉,再加上供暖和交通的电气化,总电力需求大约翻倍,对应的是约 300 太瓦时(TWh)的电池装机容量。

他还专门打了个免责声明:这个数字是很粗的估算,别拿计算器去验,"我很清楚不该邀请别人来核对我的算术,因为他们多半会算出另一个数"。

卡脖子的环节在采矿和精炼

安德森追问:那限制因素是什么?

马斯克的答案是:电池电芯的产能。具体到整条锂离子电池供应链里最慢的那一环。从采矿,到中间几十道精炼工序,到做成电芯,再到装进电池包,哪一环最慢,整个转型的速度就被哪一环卡住。

这里有个数字对比很能说明问题。这座得州超级工厂是世界上最大的建筑之一,目标产能是每年 100 吉瓦时(GWh),也就是 0.1 太瓦时。而全球需要的总量是 300 太瓦时。换成比例,一座超级工厂只占全球总需求的千分之一。

安德森问他,特斯拉打算承担多少?马斯克先铺垫了一堆:这只是猜测,别拿五年后来找我算账,会有个家伙写篇文章说"埃隆说会这样,结果没发生,他是个骗子加傻瓜"。

然后他给了数字:大概 10%。

他还顺手描绘了 2050 年的图景:一张百分之百可持续的电网,电力成本远低于现在。低价电力会解锁原来做不到的事。比如碳捕集,从大气里把二氧化碳抽出来要消耗巨量能源,如果风光电足够便宜,就可以反过来把大气和海洋的二氧化碳浓度峰值降下来。再比如淡水,地球七成是水,只是大部分是海水,有足够能源就能低成本淡化。

他讲这些的时候语气很轻松,甚至有点在推销的味道。"地球其实该叫水球。"

还有一个容易被忽略的收益:天空会变干净,也会变安静。烧化石燃料有一堆副作用,各种有毒气体、细颗粒物,都伤肺。电动化之后这些都会消失。

全自动驾驶难在哪:一连串对数曲线

话题切到人工智能之前,安德森没放过那个"预测不准"的问题。

马斯克给了一个整场访谈里信息密度很高的解释。他说,技术进步的形态是一连串的对数曲线。每条曲线刚开头爬得很陡,随后开始变缓,收益递减。你以为自己在往上走,其实已经摸到一个"局部最大值"(local maxima),而且身处其中的人根本意识不到自己有多笨。然后换个思路重来一遍,同样的事情再发生一次。

放到全自动驾驶上,这就是过去五年反复上演的剧本:以为搞定了,撞一堵墙;换个架构,又以为搞定了,又撞一堵墙。

全自动驾驶真正的难点,落在驾驶之外。马斯克说得很精辟:道路网络当初是为生物神经网络和眼睛设计的。要让计算机在上面开车,就必须解决真实世界的人工智能和视觉识别。外表看是造车,实质是在造一个能在物理世界里理解世界的智能体。

他打了个比方:只看单张图片,画面里的信息歧义很大,很难判断发生了什么。看几秒钟的视频片段,歧义自然就消解了。所以第一件事是把八个摄像头同步,所有帧同时看、同时标,再由一个人统一标注,避免不同人在不同时间用不同标准各标各的。

第二件事是加上时间维度,做"环视视频"的标注。这在软件层面非常难,特斯拉得自己写标注工具,还得训练一个自动标注器来提高人工标注的效率。早期标一个 10 秒视频要花好几个小时,完全不可规模化。最终的形态是:自动标注器承担绝大部分工作,人只做编辑和微调,把修正反馈回去,形成飞轮。

还有一个很多人不理解的细节:车需要跨时间的空间记忆。一个行人从卡车后面走过去,被遮住了。人的直觉知道这个人大概率会从另一侧出来。系统如果不知道,就不会减速。这类记忆不能放在云端,占用算力和带宽太大,必须实时、本地、有限度地做。

今年,马斯克说这次是真的

安德森很直接地把怀疑摆上桌:过去五年你每年都说"再有一两年",凭什么这次不一样?

马斯克的回答是架构换了。他说现在已经接近一个高质量的、统一的向量空间,八个摄像头同步、环视视频、时间维度,这套东西都是新的。

他还给了一个接地气的证据:现在的车在奥斯汀已经能大部分时间零干预地把他送到目的地。全自动驾驶测试项目(FSD Beta)有超过 10 万人,他们上传的视频网上都能看到。

安德森承认有些视频"相当吓人",车会突然一偏,把人吓得半死。马斯克回了一句:那还是比人开得好。他还自嘲:"我明年可能还会坐在这儿说,又是一年过去了,还是没成。但我觉得今年就是那一年。"

关于"马斯克时间"这个梗,他给了一个挺真诚的解释。内部时间表一律设定在最激进的版本,因为进度有个"气体膨胀定律":你定了多久,它绝不会比那个更短。至于外界看到的偏差,他抱怨媒体只报道错的、忽略对的:"我说特斯拉年增长 50%,我们实际做了 80%,这条没人提。"

他的总结是:做的时间越长,累积的错误越多,把错误全列出来,你会觉得他是世界上最糟的预测者;把对的一起摆上,结论就完全不同。他还补了一句关键判断:激进的技术预测,重点从来是它最终有没有发生,晚几年只是次要的。

机器人业务会比汽车大

访谈在这里拐了个弯。安德森说,你最近讲今年特斯拉最重要的产品开发是人形机器人 Optimus,这让很多人吃惊。

马斯克的解释很顺:既然解决全自动驾驶必须先解决真实世界的人工智能,那么一辆车本质上就是四个轮子的机器人。一旦为车解决了真实世界 AI,把它泛化到一个有腿的机器人身上,就顺理成章。

他把人形机器人拆成两个难点。第一是执行器(actuator),波士顿动力(Boston Dynamics)早就证明了可以做出很有说服力、偶尔有点吓人的机器人。第二是智能,这才是真正缺的东西:机器人要能在真实世界里导航、做有用的事,而且不需要人逐步下指令。这两件事恰好是特斯拉擅长的:真实世界智能,加上大规模制造。

他还强调,人形机器人的约束反而更少。车是时速 60 英里的物体,出错会死人;机器人设计成步行速度,三四五英里每小时,出错最多是尴尬,要不了人命。当然他也开玩笑补了一句,前提是"AI 别把它接管了"。

应用场景他说得很具体:机器人真正理解你家房子的三维结构,知道每一件东西在哪、应该在哪,能认出所有物品。然后它可以收拾房间、做饭、割草坪、给奶奶端杯茶并给她看家人的照片、陪孩子玩接球。

安德森问成本和时间的账。马斯克说,人形机器人的复杂度和成本低于汽车,最终售价应该低于一辆车,或者相当于一辆便宜车。初期因为产量低会贵,可能 5 万美元起步,几年内降到 2 万或更低。

然后安德森问了一个尖锐的问题:一个年薪 4 万美元的岗位,可以用 2.5 万美元一次买断的机器人替代,而且机器人工作时间更长,是不是意味着大量岗位被快速替代?

马斯克的回答是:不会失业,反而会劳动力短缺。他描述的图景是"富足时代",任何商品和服务都极其便宜,便宜到荒谬,谁想要都能得到。他说未来唯一的稀缺,是人类自己决定要制造出来的稀缺。

这话听起来太乐观。他的论据是现实数据:发达国家普遍劳动力短缺,人口在萎缩。他的判断是,即使有大量机器人,人类依然缺人。

机器人会不会变成噩梦

安德森追问得很到位:这种能力让人兴奋,也让人不安。

马斯克在这个问题上给了一个具体到可以落地的设计:机器人身上装一个本地化的、不能通过空中升级(OTA)修改的停机芯片。任何人喊"停停停",机器人就停。这个功能不能被远程更新掉。他说这类安全设计会很重要。

他很少说这种话:AI 应该有监管机构。他说这话讲了很多年,"我不喜欢被监管,但这件事关乎公共安全,很重要"。

关于最大的风险,他的表述是:通用人工智能或者数字超级智能,可能会脱离人类集体意志,走向一个我们不喜欢的方向。他给出的对冲方案之一,就是脑机接口。

人脑缺的那条高速公路

马斯克有一个很形象的比喻。他说人脑其实分两层:边缘系统(limbic system)和皮层(cortex)。边缘系统是动物性的那部分,冲动、情绪、本能;皮层是理性的、思考的那部分。

他引了蒂姆·厄本(Tim Urban)的说法:"我们就像是被安上电脑的猴子。"皮层是那台电脑,底下还有一大堆猴子本能。他顺手开了句玩笑:推特(Twitter)大部分时候就是靠边缘系统在运转。

然后他提出了第三层:手机和电脑已经是人类智能的第三层,一个体外的数字层。问题在于,连接这一层的带宽太窄了。

他说,人说话、打字,本质上是在用两根"肉棍"(原话,指拇指)以每秒大约 10 比特、乐观估计 100 比特的速度传输信息。计算机之间的通信是千兆比特级别。这个差距就是瓶颈。

他提到一个瘆人的细节:人死了以后,社交账号、邮件、短信还在,某种意义上每个人都留了一个"数字幽灵"在网上。如果带宽足够,人和数字智能的耦合可以紧密得多。

Neuralink 先治病,再谈增强

关于脑机接口的技术成熟度,马斯克讲得很实在。用微小电极对神经元做读写的原理,几十年前就验证过了,概念不新。真正的问题是:市面上没有一款好用、安全、高带宽、而且人愿意买的产品。现有的东西都停留在实验室,脑袋上还插着线,看着很吓人。

他把 Neuralink 的设备描述成一块智能手表:取出一小块头骨,大约一枚硬币大小,把设备放进去。设备本身很像 Fitbit 或 Apple Watch,只是带着极细的导线,细到几乎看不见。导线必须足够细,植入时才不会损伤大脑。

关于时间线,他说已经向 FDA 提交申请,希望今年能做第一例人体植入。第一批用途是各种神经损伤。

他还特别强调了一件事:未来至少十年,Neuralink 主要在做脑损伤和脊柱损伤。不会某天突然出现一个全脑接口。他列举的适应症包括严重抑郁、病态肥胖、失眠、可能的精神分裂症、老年人记忆恢复。

安德森听到"恢复记忆"时说,如果这个能成,他第一个报名,请快点。

马斯克说 Neuralink 收到的邮件很让人心碎:25 岁的人骑摩托车出了事故,正值壮年,连自己吃饭都做不到,而这种损伤是可以修复的。

至于长期目标,他把话说得很清楚:拉近数字智能和生物智能的距离,用这种方式应对 AI 的文明级风险。这件事可能解决不了一切,最好的情况是发现人类的新可能,比如心灵感应、更快的思维;最坏的情况,至少解决了一批脑损伤和脊柱损伤,那也已经是很好的结果。

星舰:大火箭比小火箭还便宜

话题转到太空。马斯克说,航天运输的圣杯是完全、快速的可重复使用,这件事人类从来没做成过。最接近的是猎鹰 9 号,能回收一级助推器,那大约占发射成本的 60% 到 70%,已经回收了一百多次。

星舰(Starship)的目标是整枚回收,而且做到立即复飞:加满推进剂就走,不做翻修。猎鹰 9 号回收后还得对助推器和整流罩做一定维护。

然后他给了一个让人愣住的成本对比:星舰把 100 吨送入轨道的预期成本,显著低于当年把很小的猎鹰 1 号送入轨道的成本。就像一架 747 绕地球飞一圈,比一架一次性扔掉的小飞机还便宜。

推进剂的选择也有讲究:甲烷加液氧,按重量算大约 78% 是氧。火星大气是二氧化碳,地下有水冰,两者加起来就能造出甲烷和氧气。所以火星任务的第一批工作之一,就是建一座燃料厂,为返程的星舰造燃料。而且那座厂主要是个制氧厂。

降落方式是全动力反推,不用降落伞,什么都不扔。隔热罩要能承受地球和火星两种再入。马斯克顺口说,理论上也能去金星,但你不会想去,"金星几乎就是字面意义上的地狱"。

他还描绘了一个很多人没想到的可能:一旦在火星建了推进剂 depot,星舰就能去小行星带、木星的卫星、土星,最终到达太阳系任何地方。它能覆盖太阳系内的任意目的地,只是不适合飞往另一个恒星系。

一千艘星舰和一百万人

关于进度,马斯克说几个月内有可能进行首次轨道试飞。当时助推器正在集成发动机,发射场已经就绪,只等监管批准。

安德森问早期试飞的风险。马斯克说了一句很有意思的话:

"我常开的玩笑是,兴奋是保证的,成功不是。但兴奋一定是保证的。"(马斯克)

他承认 SpaceX 已经有过很多次"兴登堡时刻",炸过不少火箭,网上有合集。但有个关键区别:那些火箭上没有载人。

产量方面,当时的目标是初期每两个月造一枚助推器加一艘飞船,年底争取做到每月一枚。

要建一座自给自足的火星城市,马斯克估算需要大约一千艘星舰。去火星的窗口每两年才有一次,所以那个画面是:2030 年代的每个窗口期,上千艘星舰同时起飞,每艘载一百多人。安德森说这个画面完全超出想象,还引了"发动千艘船的海伦"这个梗,马斯克接了一句"发动千艘船的那颗行星"。

票价方面,马斯克估算 10 万美元左右。他的算法是:需要足够多的人、足够多的货物,才能建起自给自足的城市,这个交集大概是一百万人。10 万美元是大多数人工作存钱能攒到的数,加上政府可能出资、个人可以贷款。他强调,目标是让任何想去的人都能去。

他也把话说得很直白:火星初期绝不豪华。危险、拥挤、艰苦、高强度劳动。他自己给这个项目的"推销词"是:危险、拥挤、你可能回不来、很苦、很累。然后他补了一句,"但你会创造历史,而且会很光荣"。

关于"这是谁的城市",他的回答是:火星人民的城市。

火星属于火星人

安德森问了一个很有分量的问题:地球现在这么撕裂,人类互相攻击,难道不该在动身之前就讨论清楚,这个新社会要立什么规矩?

马斯克说,最终应该由火星人自己决定。他也承认这有风险,希望火星上的人更开明,别内斗太多。他提了自己的建议,但强调火星人可以听也可以不听:直接民主的分量要压过代议制;法律要短到普通人能读懂;制定法律要比废除法律更难。

为什么非要上火星?马斯克给出的理由落在概率上,与浪漫无关。他说,人类文明可能因为外部原因终结:巨型陨石、超级火山、极端气候变化、第三次世界大战,任何一条都有可能。

他用了那个著名的蜡烛比喻:

"我们应该把文明和意识看作非常脆弱的东西,像一支小小的蜡烛,处在巨大的黑暗之中。我们就在这片广袤的宇宙黑暗里,有这么一支小小的意识之烛,它花了四十五亿年才点起来,而它可能就那么熄灭。"(马斯克)

然后他提到"大过滤器"(Great Filter):费米悖论问外星人在哪,一种解释是很多文明在某个过滤器前没能通过,于是消失了。成为多行星物种,就是其中一个过滤器。他想让人类通过这一关。

他也说了实话:火星城市真正成规模的时候,他早就死了。但他希望至少能看到人类朝这个方向取得重大进展。

星舰顺带解锁的那些可能

安德森问,星舰这种运力还解锁了什么。

他举了詹姆斯·韦布望远镜(James Webb Space Telescope)。那是个极其精密的仪器,3 吨重,工程师花了两年时间研究怎么把它折叠起来,才能塞进现有的火箭整流罩。如果运力是 100 吨、1000 立方米,设计难度会大幅下降。马斯克说,用星舰做望远镜,分辨率大概能提高一个数量级。

还有木卫二(Europa)。那下面有一片海洋,真正该做的是把一艘潜艇投进去。马斯克开玩笑说,说不定冰层下面有头足类文明。安德森说,如果他这辈子能看到潜艇传回一张被鱿鱼吞掉的画面,那会是他人生最幸福的时刻。

安德森还问了一个很少有人想到的问题:如果造一千艘星舰,但它们每两年才能去一次火星,那剩下的时间它们在干什么?马斯克没给具体答案,但答案其实很清楚:地球上的点对点运输、月球、太阳系探测、发射巨型载荷。运力一旦存在,用途会自己长出来。

隧道、Robotaxi 和火箭,本来是同一件事

安德森注意到了一个模式:这些公司之间有大量协同。

他举了一个具体例子:Boring Company(隧道公司)加上特斯拉,可以给一座城市开出一个惊人的方案:地下三维隧道网络,跑 Robotaxi,为任何人提供快速低价交通。马斯克同意,并且说,在隧道里全自动驾驶反而是最简单的场景,因为环境单纯。安德森承认,像孟买这样的城市,路面全自动驾驶可能十年都做不好,隧道方案今天就能落地。

再往上叠加星舰。SpaceX 总裁格温·肖特维尔(Gwynne Shotwell)说过,2028 年可能实现地球上的城市间火箭运输。马斯克说这确实可行,长距离最快的交通方式就是火箭,本质上是一枚带精确着陆的洲际弹道导弹。因为它是弹道飞行,落点很可能在海上,那正好用隧道把它和城市连起来。

还有 Neuralink。人类真要去火星,能和地球上的亲人保持某种高带宽连接,哪怕有时间延迟,也是有意义的。

安德森于是提了一个很大胆的建议:为什么不干脆把这些公司合到一起,做一家专门"创造值得期待的未来"的公司,让一千朵花同时开?

马斯克的回答很现实:特斯拉是上市公司,股东结构和 SpaceX、Boring Company、Neuralink 完全不同,合并很麻烦。他给了人数对比:特斯拉 11 万人,SpaceX 约 1.2 万人,Boring Company 和 Neuralink 都不到 200 人。他还说自己其实不在 Neuralink 和 Boring Company 的董事会,SpaceX 董事会一年只开两次,他也就待一小时。真正占时间的是上市公司那一摊。

不过他松了口:他希望让公众有机会持有 SpaceX 的股份。上市公司的代价是持续被起诉,很耗时间。

没有房子,没有游艇,只有一架飞机

访谈后半段,安德森问了一个很尖锐的问题:福布斯说你是世界首富,身家 3000 亿美元,每天涨跌几十亿。你怎么受得了?

马斯克说他不太想这件事。真正让他睡不着的,是另一件事:他花在特斯拉和 SpaceX 上的每一个高质量小时,对公司的影响太大了。他给了一个具体数字:特斯拉今年可能达到的状态是,每一分钟高质量思考值一百万美元。公司一周营收 20 亿美元,一天约 3 亿。如果一个小时的头脑风暴能改变 5%,那个小时就非常值钱。他说有很多次,半小时的会议把公司的财务结果改善了 1 亿美元。

关于"亿万富翁该不该存在"的批评,他给了一个很具体的反驳:如果一个人每年个人消费几十亿美元,那确实有问题。事实不是这样,他现在连房子都没有,去湾区就轮着住朋友家的客房,没有游艇,几乎不度假。唯一的例外是飞机,理由是不坐飞机就没有足够的工作时间。

关于慈善,他的定义很硬核:如果慈善的意思是"对人类的爱",那特斯拉、SpaceX、Neuralink、Boring Company 本身就是慈善。特斯拉在加速可持续能源,SpaceX 在为人类争取长期生存,Neuralink 在解决脑损伤和 AI 的生存风险,Boring Company 在解决交通。他说,慈善之所以难,是因为大多数人在意的是善的观感,善的实质往往被放在其次。

至于被骂,他说"水从鸭背上滑过"。

人口崩溃,一个被低估的威胁

快结束时,安德森把镜头拉远,问他作为一个父亲(当时有七个孩子)怎么看未来。

马斯克说他在努力做个好榜样,然后立刻转到他真正在意的话题:出生率太低,人类面临文明崩溃,除非出生率回到可持续水平。他说人口崩溃是人类文明未来最大的威胁之一,而且正在发生。

这件事在公开讨论里被严重低估。气候变了大家会讨论,人口结构变了,声量小得多。

问到他每天的动力来源,他的回答回到了原点:他希望人类有一个好的未来,希望人类在理解宇宙本质、生命意义、我们从哪来这些根本问题上继续前进。要做到这一点,必须扩大意识的规模和范围,绝不能让这支蜡烛熄灭。

他说自己的驱动力主要是好奇心,"还有就是想未来的时候不至于难过"。

安德森问他,那你自己不难过了吗?

马斯克说,有时候还是会难过,但最近对未来相对乐观。他再次强调了几件事:气候行动正在推进,人口崩溃需要更多人正视,人类必须成为多行星物种来保住意识的未来。

最后安德森问,有一整代年轻人对未来感到很沮丧,你想对他们说什么?

"如果你想要一个好的未来,你就必须去把它造出来。采取行动让它变好,它就会变好。"(马斯克)

整场访谈两个小时,马斯克承认了无数次自己会错,给出一堆五年后可能被做成合集的预测。但他反复绕回同一个逻辑:悲观不会让未来变好,行动会。他那句"如果你担心,讽刺的是它会变成自我实现的预言",讲的不只是气候,也是所有事。

读完这场对话,有几件事今天就能做,不用等到 2050 年:

  • 针对某个长期问题的"担忧",换成一件本周能动手的小事。担心气候,就去查自家电费结构和屋顶光伏的回收周期;担心 AI,就去真正用一次大模型工具,别只看新闻。
  • 重新理解技术预测这件事。看到任何激进的时间表,先问它会不会是一连串对数曲线,关注最终有没有实现,晚几年是次要的。这条对判断公司、判断职业规划都成立。
  • 把"局部最大值"这个词记住。团队感觉进展变慢、收益递减,往往是撞到了架构天花板,执行层面的问题反而少见。这时候该换架构,别加人。
  • 评估机器人、自动驾驶这类物理世界 AI,看三件事:数据闭环有没有形成飞轮、有没有跨时间的空间记忆、安全机制是不是硬约束(比如不可远程更新的停机开关)。这三条比任何演示视频都可靠。
  • 如果关心人口问题,把力气花在具体的事上:在能影响的范围内改善育儿成本、托育供给和职场弹性。这类结构性问题的解在制度细节里。
  • 把"值得期待的未来"当成一个可以拆解的设计目标。列出你希望 10 年后生活里必须存在的五样东西,倒推出现在该投入的方向。多数人只是模糊地希望未来好一点,然后就没有下文。
语音识别自动转录(Whisper),含全部发言人,可能有识别错误。已按语句合并成段落,并去掉 um、uh 等口头填充词。

0:00You know Musk, great to see you. How are you? Good, how are you? I mean, we're here at the Texas Gigafactory, the day before this thing opens. It's been pretty crazy out there. Thank you so much for making time. Very well. I would love you to help us kind of cast our minds, I don't know, 10, 20, maybe 30 years into the future.

0:21And help us try to picture what it would take to build a future that's worth getting excited about. You've often said it. The last time you spoke it, you said that that was really just a big driver. It's you know you can talk about lots of other reasons to do the work you're doing, but fundamentally you Want to think about the future and not think that it sucks

0:43Yeah, absolutely. I think in general You know there's a lot of discussion of like this problem with that problem and a lot of people are Sad about the future and then that they're pessimistic and I think this is not great. I mean we really want to wake up in the morning

1:08and look forward to the future. We want to be excited about what's going to happen. And life cannot simply be about sort of solving one miserable problem after another. So if you look for 30 years, you know, this year 2050 has been labeled by scientists as this kind of almost like this doomsday deadline on climate. There's a consensus of scientists, a large consensus of scientists who believe that if we haven't

1:39completely eliminated greenhouse gases or offset them completely by 2050, effectively we're inviting climate catastrophe. Do you believe there is a pathway to avoid that catastrophe and what would it look like? Yeah, so I am not one of the dear of state people, which makes price.

2:03I actually think we're on a good path, but at the same time I want to caution against complacency. So, as long as we are not complacent, as long as we have a high sense of urgency about moving towards a sustainable energy economy, then I think things will be fine. So I can't emphasize that enough.

2:27As long as we push hard and are not complacent, the future is going to be great. Don't worry about it. I mean, worry about it, but if you worry about it, ironically, it will be a self-unfulfilling prophecy. So there are three elements to a sustainable energy future. is obviously a sustainable energy generation, which is primarily wind and solar. There's also

2:52a hydro geothermal, I'm actually pro-nuclear. I think nuclear is fine. But it's going to

3:04be primarily solar and wind as the primary generators of energy. The second part is you batteries to store the solar and wind energy because the sun is in China all the time, the wind doesn't blow all the time. So you need a lot of stationary battery packs and then you need electric transport. So electric cars, electric planes, boats and then ultimately

3:29it's not really possible to make electric rockets but you can make the propellant use in rockets using sustainable energy. So ultimately we can have a fully sustainable energy economy and those three things, solar wind, stationary battery vehicles. So then what are the limiting factors on progress?

3:52The limiting factor really will be battery cell production. So that's going to really be the fundamental rate driver and then whatever the slowest element of the whole lithium ion battery cell supply chain from mining and the many steps of refining to ultimately creating a battery cell and putting it into a pack, that will be the limiting

4:13factor on progress towards sustainability. All right. So we need to talk more about batteries because the key thing that I want to understand, like there seems to be a scaling issue here that is kind of amazing and alarming. You have said that you have calculated that the amount of battery production that the

4:31world needs for sustainability is 300 terawatt hours of battery. That's the end goal. Very rough numbers. And I certainly wouldn't invite others to check our calculations because they may arrive at a different conclusions. But in order to transition, not just current electricity production, but also heating and

4:56transport, which roughly troubles the amount of electricity that you need, it amounts to approximately 300 terawatt hours of installed capacity. So we need to give people a sense of how big a task that is. I mean, here we are, the Gigafactory. This is what, this is one of the biggest buildings in the world.

5:19When what I've read and tell me if this is still right, is that the goal here is to eventually produce 100 gigawatt hours of batteries here a year. We're probably doing more than that, but yes, that's, Hopefully we get there within a couple of years. Right. But I mean, so that is one.

5:411.1 terawatt hours. But that's still one 100th of what's needed. How much of the rest of that 100 is Tesla planning to take on between, let's say between now and 30, 2040, when we really need to see the scale up happen? I mean, these are just guesses. I mean, so please, you know, people just shouldn't hold me to these things.

6:06It's not like this is like some, what just happened is I'll make some like, you know, best guess and then people in five years, there'll be some jerk that writes the article. Elon said this would happen and it didn't happen. He's a liar in a fool. It's very annoying when that happens.

6:25So these are just guesses. This is a conversation. I think Tesla probably ends up doing 10% of that roughly. Let's say 2050, we have this amazing, you know, 100% sustainable electric grid made up of, you know, some mixture of the sustainable energy sources you talked about. That same grid probably is offering the world

6:52really low cost energy, isn't it, compared with now. And I'm curious about, like, should people, are people entitled to get a little bit excited about the possibilities of that world? People should be optimistic about the future. The humanity will solve sustainable energy. It will happen.

7:16If we are, you know, continue to push hard, the future is bright and good from an energy standpoint. And then it will be possible to also use that energy to do carbon sequestration. It takes a lot of energy to pull carbon out of the atmosphere just because in putting it in the atmosphere to release energy.

7:37So now, obviously, in order to pull it out, you need to use a lot of energy. But if you've got a lot of sustainable energy from wind and solar, you can actually sequester carbon so you can reverse the CO2 peak parts per million of the atmosphere and oceans. And also, you can really have as much fresh water as you want.

7:57Earth is mostly water. We should call Earth water. It's 70% water by sofsteria. Now most of that sea water, but it's still, we just haven't been able to put that land. And with energy, you can turn sea water into irrigating water or whatever water you need. Absolutely. At very low cost.

8:15Things will be good. Things will be good. Yes. And also, the benefits right to this non fossil fuel world where the air is cleaner. Yes, exactly. Because when you burn fossil fuels, there's all these side reactions and toxic gases of various kinds. And I'd like to say sort of little particulates that are bad for your lungs.

8:38There's all sorts of bad things that are happening that will go away. And the sky will be cleaner and quieter. If you're just going to be good. I want us to switch now to think a bit about artificial intelligence. But the segue there, you mentioned how an audience is when people haul you up for bad predictions in the past.

8:58So I'm possibly going to be annoying now. But I'm curious about your timelines and how you predict and how come some things are so amazing on the money and some art. So when it comes to predicting sales of Tesla vehicles, for example, I mean, you've kind of been amazing. I think in 2014, when Tesla had sold that year 60,000 cars,

9:22you said 2020, I think we will do half a million a year. Yeah, we did almost exactly half a million. You did almost exactly half a million. You were scoffed in 2014 because no one since Henry Ford with the Model T had come close to that kind of growth rate for cars. You were scoffed and you actually hit 500,000 cars and 510,000 or whatever it produced.

9:44But five years ago, last time you came to town, I asked you about full self-driving. And you said, yup, this very year, we're home confident that we will have a car going from LA to New York without any intervention. Yeah, I don't want to blow your mind, but I'm not always right.

10:03But so talk a talk. What's the difference between those two? Why has full self-driving in particular been so hard to predict? I mean, the thing that really got me, and I think it's going to get a lot of other people, is that there are just so many false storms with self-driving, where you think you've got the problem,

10:25have a handle on the problem, and then it, nope, turns out you just hit a ceiling. Because if you were to plot the progress, the progress looks like a log curve. So it's like, yeah, a series of log curves. So, most people don't want to like COVID, I suppose, but it goes up sort of a fairly straight way.

10:50And then it starts tailing off. And you start getting diminishing returns. And you're like, oh, this, it was trending up. And now it's sort of curving over and not. And you start getting to these what I call local maxima where you don't realize basically how dumb you were. And then it happens again.

11:12So, and ultimately, these things, in retrospect, they seem obvious. But in order to solve full self-driving, probably you actually just, you have to solve real world AI. Because you said, what are the road networks designed to work with? The designed to work with a biological neural net our brains and with vision, our eyes.

11:40And so in order to make it work with computers, you basically need to solve real-world AI and vision. Because we need cameras and silicon neural nets in order to have self-driving work for a system that was designed for eyes and biological neural nets. I guess when you put it that way, it's sort of like quite obvious that the only way to solve full self-driving is to solve real world AI and sophisticated vision.

12:17What do you feel about the current architecture? Do you think you have an architecture now where there is a chance for the logarithmic curve not to tail off any time soon? Well, I mean, these may be an infamous last words, but I actually am confident that we will solve it this year. That we will exceed

12:36the probability of an accident, at what point do you exceed that of the average person? I think we will exceed that this year. What are you seeing behind the scenes that gives you that confidence? Or almost at the point where we have a high-quality unified vector space. In the beginning, we were trying to do this with image recognition on individual

13:01images. But if you look at one image out of a video, it's actually quite hard to see what's going on with ambiguity. But if you look at a video segment of a few seconds of video, that ambiguity resolves. So the first thing we have to do is tie all eight cameras together so they're synchronized. So all the frames are looked at simultaneously and labeled simultaneously

13:25by a one person because we still need human labeling. So at least they're not labeled at different times by different people in different ways. And then it's sort of a surround picture. Then a very important part is to add the time dimension so that you're looking at surround video and your labeling surround video.

13:48And this is actually quite difficult to do from a software standpoint. We had to write our own labeling tools and then create an order labeling software to amplify

14:05the efficiency of human labels because it's quite hard to label but in the beginning it was taking several hours to label a 10 second video clip. This is not scalable. So basically what you have to have is you have to have surround video and that surround video has to be primarily automatically labeled with humans just being editors of making slight

14:26corrections to the labeling of the video and then feeding back those corrections into the future order labeler so you get this flywheel eventually where the order labeler is able to take in vast amounts of video and with high accuracy automatically label the video for cars, lane lines, drive space.

14:46What you're saying is that you think, the result of this is that you're effectively giving the car a 3D model of the actual objects that are all around it. It knows what they are and it knows how fast they are moving. And the remaining task is to predict what the quirky behaviors are,

15:11that when a pedestrian is walking down the road with a smaller pedestrian, that maybe that smaller pedestrian might do something unpredictable, or things like that, that you have to build into it before you can really call it safe. You basically need to have memory across time and space.

15:29So what I mean by that is if you, because the memory can't be internet because it's using up a lot of computers around basically. So you have to say how much are you going to try to remember? But like if it's very common for things to be occluded. So like if you talk about say a pedestrian walking past a truck where you saw the pedestrian

15:56on one side of the truck, then they're occluded by the truck. Right. But you need to think, you would know intuitively, okay, that pressure is going to pop out the other side, most likely. Right. And if you don't know, you can't slow down. I mean, a skeptic is going to say that every year for the last five years, you've

16:14kind of said, well, no, this is the year. I mean, we're confident that we're there in a year or two, or, you know, like it's, it's always been about that far away. But we've got a new architecture now. You're seeing enough improvement behind the scenes to make you not certain, but pretty confident that by the end of this year, what, in most, not in every city, in every circumstance, but in many cities and circumstances, basically the car will be able to drive without interventions safer than a human.

16:43Yes, I mean, the car currently drives me around Austin, most of the time with no interventions. So it's not like, and we have over 100,000 people in our full self driving theater program. So you can look at the videos that they post online. Okay, great. Some of them are great and some of them are a little terrifying, occasionally.

17:07The car seems to sort of like veer off and scatter hell out of people. That's still better. It's still better. But you put the, but you're, behind the scenes looking at the data, you're seeing enough improvement to believe that this year timeline is real. Yes, that's what it seems like.

17:25I mean, I'd like to, you know, who could be here talking again in a year. It's like, well, another year went by and it didn't happen. But I think this is the year. And so in general, when people talk about Elon, Elon time, I mean, it sounds like, like, you can't just have a general rule that if you predict that the angle will be done in six months, actually what you, what we should imagine is, it's gonna be a year or it's like two X or three X.

17:46depends on the type of prediction. Some things, I guess things involving software, you know, AI, whatever, are fundamentally harder to predict than others. Is there an element that you actually deliberately make aggressive prediction timelines to drive people to be ambitious? Without that, nothing gets done.

18:06Well, I generally believe in terms of internal timelines that we want to set, set the most aggressive timeline that we can because it's sort of like a law of gas expansion where for schedules where whatever time you set it's not going to be less than that it's very rare that it'll be less than that. As far as my predictions I

18:27can tell what has to happen in the media is that there were report all the wrong ones and ignore all the right ones. Right. And when writing an article about me, I've had a long career in multiple industries. If you list my sins, I sound like the worst person on earth, but if you put those against the things I've done right, it makes

18:47much more sense. So essentially, the longer you do anything, the more mistakes that you will make cumulatively, which if you sum up those mistakes will sound like I'm the worst predictor ever. But for example, for Tesla vehicle growth, I said I think we're 50% and we've done 80%.

19:09Yes. But they don't mention that one. So I'm not sure what my exact track record is on predictions. They're more optimistic than pessimistic, but they're not all optimistic. Some of them are exceeded probably more or later. But they do come true. It's very rare that they do not come true.

19:31It's sort of like, if there's some radical technology prediction, the point is not that it was a few years late, but that it happened at all. That's the more important part. So it feels like at some point in the last year, seeing the progress on understanding that the Tesla AI, understanding the world around it, led to a kind of an aha moment it has.

20:00Because you really surprised people recently when you said probably the most important product development going on at Tesla this year is this robot optimist. Many companies out there have tried to put out these robots, they've been working on them for years. So far no one has really cracked it.

20:18There's no mass adoption, robot in people's homes. There are some in manufacturing. Like I would say that no one's kind of really cracked it. What is it something that happened in the development of full self-driving that gave you the confidence to say, you know what, we could do something special here.

20:37Yeah, exactly. So it took me a while to realize that in order to solve self-driving, you really needed to solve real world AI. And the point of which you solve real world AI for a car, which is really a robot on four wheels, you can then generalize that to a robot on legs as well.

20:58The two hard parts, I think, obviously companies like Boston Dynamics have shown that it's possible to make quite compelling sometimes alarming robots. So from a sense, there's an actuator standpoint. It's certainly been demonstrated by many that it's possible to make a humanoid robot.

21:16The things that are currently missing are enough intelligence, enough intelligence for the robot to navigate the real world do useful things without being explicitly instructed. So the missing things are basically real-world intelligence and scaling up manufacturing. Those are two things that Tesla is very good at.

21:37And so then we basically just need to design the specialized actuators and sensors that are needed for a human right robot. People have no idea. This is going to be bigger than the car. So let's dig into exactly that. I mean, in one way, it's actually an easier problem than force of driving, because instead of an object going along at 60 miles an hour, which if it gets it wrong, someone will die, this is an object that's engineered to only go, what, three or four or five miles an hour.

22:06We're walking speed basically. And so a mistake, there aren't lives at stake. There might be embarrassment at stake. As long as the AI doesn't take it over and... Right. We're going to rest now and sleep with something. Right. But so talk about, I mean I think the first applications you've mentioned are probably

22:25going to be manufacturing, but eventually the vision is to have these available for people at home. If you had a robot that really understood the 3D architecture of your house and knew where every object in that house was or was supposed to be and could recognize all those objects,

22:46That's kind of amazing, isn't it? Like the kind of thing that you could ask a robot to do would be what? Like tidy up? Yeah, absolutely. Or make dinner, I guess, more the lawn. Take a cup of tea to grandma and show her family pictures. Exactly, take care of like grandmother and make sure, yeah, exactly.

23:08When it could recognize, obviously, recognize everyone in the home, could play catch with your kids. Yes. So we need to be careful this doesn't become a dystopian situation. I think one of the things that's going to be important is to have a localized wrong ship on the robot that cannot be updated over the air, where if you, for

23:30example, would say, stop, stop, stop, that would, if anyone said that, then the robot would stop, you know, type of thing. And that's not updateable remotely. I think it's going to be important to have safety features like that. Yeah. That sounds wise. And I do think there should be a regulatory agency for AI.

23:46I've said this for many years. I don't love being regulated, but I think this is an important thing for public safety. Let's come back to that. But I don't think many people have really sort of taken seriously the notion of a robot at home. At the start of the computing revolution Bill Gates said, there's going to be a computer in every home and people at the time said, yeah, whatever.

24:07Who would even want that? They would have a computer in our pocket. do you think there will be basically like in say say 2050 or whatever that like a robot in most homes is what they will be and people will probably have them account on them you have your own butler basically yeah you'll have your sort of

24:23buddy robot probably yeah I mean how much for buddy do you like do you do how many applications you thought is that you know can you have a romantic partner sex partner I mean a lot of money and I mean I did promise the Internet that I'd make cat goals, we could make a robot cat goal.

24:43I'm going to see into that. So yeah, I guess it'll be what whatever people want, really. What sort of timeline should we be thinking about of the first models that are actually made and sold? Well, the first thing we intend to make are for jobs that are dangerous, boring, repetitive,

25:09and things that people don't want to do. And I think we'll have an interesting prototype sometime this year. We might have something useful next year, but I think quite likely within at least two years. And then we'll see rapid growth year over year of the usefulness of the human-wide robots, and decreasing costs, and scaling up production.

25:29initially just selling to businesses, or when you do picture your cell, you'll start selling them where you can buy your parents' one for Christmas or something. I'll tell you, I listened 10 years. Yeah. How are you helping me on the economics of this? So what do you picture the cost of one of these being?

25:47Well, I think the cost is actually not going to be crazy high, less than a car. Initially, things will be expensive because it'll be new technology at low production volume. The complexity and cost of a car is greater than that of a humanoid robot. So I would expect that it's going to be less than a car or at least equivalent to a cheap

26:07car. So even if it starts at 50k within a few years it's down to 20k or lower or whatever. And maybe for home they'll get much cheaper still but think about the economics of this. If you can replace a $40,000 a year worker which you have to pay every year with a one time payment of $25,000 for a robot that can work longer hours, a pretty rapid replacement

26:34of certain types of jobs. How worried should the world be about that? I wouldn't worry about the sort of putting people out of a job thing. I think we're actually going to have and already do have a massive shortage of labor. So I think we will have not people out of work, but actually still a shortage of labor even

26:57in the future. But this really will be a world of abundance. Any goods and services will be available to anyone who wants them. It will be so cheap to have goods and services. It will be ridiculous. And presumably it should be possible to imagine a bunch of goods and services that can't

27:16profitably be made now, but could be made in that world, courtesy of legions of robots. Yeah. It will be a world of abundance. The only scarcity that will exist in the future is that which we decide to create ourselves as humans. Okay. So AI is allowing us to imagine a differently powered economy that will create this abundance.

27:40What are you most worried about going wrong? Well, like I said, AI and robotics will bring out what might be the age of abundance. Other people abuse this word. And this is my prediction of being age of abundance for everyone. I guess the dangers would be the artificial general intelligence

28:08or digital super intelligence decouples from a collective human well and goes in the direction that for some reason we don't like of whatever direction might go. That's sort of the idea behind neural link is to try to more tightly couple collective human well to digital super intelligence.

28:33but also along the way solve a lot of brain injuries and spinal injuries and that kind of thing. So even if it doesn't succeed in the greater call, it will, I think it will succeed in the goal of alleviating brain and spine damage. So the spirit there is that if we're going to make these ais that are so vastly intelligent, we ought to be wired directly to them so that we ourselves can have those superpowers more directly.

28:59But that doesn't seem to avoid the risk that those superpowers might turn ugly in an unintended way. I think it's a risk, I agree. I'm not saying that I have certain answer to that risk. I'm just saying like maybe one of the things that would be good for ensuring that the future

29:25is one that we want is to more tightly couple a human world, collective human world, to digital intelligence. The issue that we face here is that we are already a cyborg, if you think about it. The computers are an extension of ourselves. And when we die, we have a digital ghost.

29:49You know, all of our text messages and social media, emails, it's quite eerie, actually, when someone dies and they're but everything online is still there. But you say, what's the limitation? What is it that inhibits human machines and viruses? It's the data rate. When you communicate, especially with a phone, you're moving your thumbs very slowly.

30:12So you're moving your two little meat sticks. At a rate that's maybe 10-bit per second, optimistically 100-bit per second. And computers are communicating at the gigabit level beyond. Have you seen evidence that the technology is actually working, that you've got a richer sort of higher bandwidth connection if you like, between external electronics and a brain,

30:36than has been possible before? Yeah. So the fundamental principles of reading neurons sort of doing read-write on neurons with tiny electrodes have been demonstrated for decades. So it's not like the concept is new. The problem is that there's no product that works well that you can go and buy.

31:05So it's all sort of in research labs. And there's always like some cord sticking out of your head. And it's quite gruesome. And it's really, there's no good product that actually does a good job and is high bandwidth and safe, and something that you could buy and would want to buy.

31:28So the way to think of the neural device is kind of like a Fitbit or an Apple Watch that's where we take out a sort of a small section of scale about the size of a quarter, replace that with what in many ways really is very much like a Fitbit Apple Watch or some kind of smartwatch thing.

31:58But with tiny wires, very, very tiny wires. To wires so tiny, it's hard to even see them. And it's very important to have very tiny wires that when they're implanted, they don't damage the brain. How far are you from putting these into humans? What we have put in our FDA application

32:18to have the aspirationally do the first human apply this year? The first uses will be for neurological injuries of different kinds. Yes. But rolling the clock forward and imagining when people are actually using these for their own enhancement, let's say, for the enhancement of the world.

32:38How clear are you in your mind as to what it will feel like to have one of these inside your head? Well, I do want to have sides. We're out of an early stage. And so it really will be many years before we have anything approximating a high band with a neural interface that allows for AI human symbiosis.

33:07And for many years, we will just be solving brain injuries and spinal injuries for probably a decade. This is not something that will suddenly one day it will have this incredible sort of whole brain interface. It's going to be at least a decade of really just solving brain injuries and spinal injuries.

33:32And really I think you can solve a very wide range of brain injuries including severe depression, morbid obesity, sleep, it's potentially schizophrenia. Like a lot of things that cause great stress to people, restoring memory in older people. If you can pull that off, that's the app I will sign up for.

33:56I would, please hurry. Yeah, I mean, the emails that we get at Neuralink are heartbreaking. I mean, they'll send us just a project where someone was sort of in the prime of life and they had an accident on a motorcycle and someone who's 25 is, you know, it can't even feed themselves.

34:22And this is something we could fix. But you have said that AI is one of the things you're most worried about and that Neuralink may be one of the ways where we can keep abreast of it. Yes, it's this short-term thing, which I think is helpful on an individual human level with injuries, and then the long-term thing is an attempt to address the civilizational risk

34:50of AI by bringing digital intelligence and biological intelligence closer together. I mean, if you think of how the brain works today, there are really kind of two layers to the brain. The limbic system and the cortex. You've got the kind of animal brain where it's kind of like the fun part, really.

35:08And it's one of the most of Twitter operates, by the way. Yeah, I mean, we're, I think like Tim Oven said this, like we're like somebody stuck a computer on a monkey. Right. You know, so we're like, if you gave a monkey a computer, that's our cortex. But we still have a lot of monkey instincts.

35:25Right. So we should then try to rationalize this. No, it's not a Mikey instinct. It's something more important than that. But it's often just really a monkey instinct. We're just monkeys with a computer side in our brain. So even though the cortex is sort of the smart or the intelligent part

35:43of the brain, the thinking part of the brain, I've not yet met anyone who wants to delete the limbic system or their cortex. They're quite happy having both. Everyone wants both parts of their brain. And people really want their phones and their computers, which are really the tertiary, the third part of your intelligence.

36:02It's just that it's like say the bandwidth, the rate of communication with that tertiary layer is slow. And it's just a very tiny stroll to this tertiary layer. And we want to make that tiny stroll a big highway. And I'm definitely not saying that this is going to solve everything or this is, you know, it's something that might be helpful.

36:30And worst case scenario, I think we solve some important brain injury, spinal injury issues, and that's still a great outcome. Right. Best case scenario, we may discover new human possibility telepathy you've spoken of in a way in a way with a loved one, you know, full memory and much faster thought processing

36:51maybe. It's very cool. If AI were to take down Earth, we need to plan B. Let's shift our attention to space. We spoke last time about reusability and you had just demonstrated that spectacular for the first time. Since then, you've gone on to build this monster rocket and starship, which kind of

37:17changes the rules of the game in spectacular ways. Tell us about Starship. Yes, Starship is extremely fundamental. So the holy grail of rocketry or space transport is full and rapid reusability. This has never been achieved. The closest that anything has come is our Falcon 9 rocket where we

37:37are able to recover the first stage, the boost stage, which is probably about 60% of the cost of the vehicle or the whole launch, maybe 70% and we've not done that over a hundred times. So with Starship we will be recovering the entire thing. That's the goal. And more of a recovering it in such a way that it can be immediately

38:06refloaned. Whereas with Falcon 9 we still need to do some amount of refurbishment to the booster and to the ferry when it was cone. So with Starship, the design goal is immediate reflate. Right. So you just refill propellants and go again. And this is gigantic. It just as it would be in any other mode of transporting.

38:33And the main design is to basically take, what, 100 plus people at a time? plus a bunch of things that they need, two Mars. So first of all, talk about that piece. What is your latest timeline? One, for the first time a Starship goes to Mars, presumably without people, but just equipment.

38:57Two with people, three, the sort of, okay, 100 people at a time, let's go. Sure, well, and just to put the cost thing perspective, the cost of, the expected cost of Starship putting a hundred tons into orbit is significantly less than what it would have cost, or what it did cost to put out

39:22our tiny Falcon 1 rocket into orbit. Just as the cost of flying a 747 around the world is less than the cost of a smaller airplane. A smaller airplane that was thrown away. So it's really pretty mind-boggling that the giant thing costs way less than the small thing. So it doesn't use exotic propellants

39:50or things that are difficult to obtain on Mars. It uses methane as fuel. And it's primarily oxygen. This is roughly 78% oxygen by weight. Mars has a CO2 atmosphere and has water ice, which is CO2 plus H2O. So you can make CH4 methane and O2 oxygen on Mars. There's only one of the first tasks on Mars will be to create a fuel plant that can create

40:17the fuel for the return trips of many starships. And actually, it's mostly an oxygen plant, but it's because it's called 78% oxygen, 22% fuel. But the fuel is a simple fuel that is easy to create on Mars and while that many other parts of this whole system. So basically, and it's all propulsive landing, no parachutes, nothing thrown away, It has a heat shield that's capable of entering on Earth or Mars.

40:52We could even potentially go to Venus, but you don't want to go there. Venus is hell, almost literally. But you could, it's a generalized method of transport to anywhere in the solar system, because the point of which you have a pellant depot on Mars, and then travel to the asteroid belt and to the moons of Jupiter and then to Saturn and ultimately anywhere in the solar system.

41:19Right, but your main focus and SpaceX's main focus is still Mars, that is the mission, that is where most of the foot will go. Or are you imagining a much broader array of uses even in the coming, you know, the first decade or so of use is of this. These are why we could go, for example, to the places and solar system to explore perhaps

41:49NASA wants to use the rocket for that reason. Yeah, NASA is planning to use Starship to return to the Moon, to return people to the Moon. And so we're very honored that NASA has chosen us to do this. So, but I'm saying it is a generalized, it's a general solution to getting anywhere in

42:17the greater solar system. It's not suitable for going to another star system, but it is a general solution for transport anywhere in the solar system. Before it can do any of that, it's got to demonstrate it can get into orbit around Earth. Yeah. What's your latest advice on the timeline for that?

42:35It's looking promising for us to have an orbital launch attempt in a few months. So we're actually integrating the, we'll be integrating the engines into the booster for the first orbital flight starting in about a week or two. And the launch complex itself is ready to go. So assuming we get regulatory approval, I think we could have an orbital launch attempt within

43:09a few months. And then a radical new technology like this, presumably there is real risk on those early attempts. I'm upset. Yeah, yeah. I mean the joke I make all the time is that excitement is guaranteed. Success is not guaranteed, but excitement certainly is. But the last I saw in your timeline, you've slightly put back the expected date to put

43:29the first human on Mars till 2029, I want to say. Yeah, so let's see. We have built a production system for SARS-HIP, so we're making a lot of ships and boosters. How many are you planning to make, actually? Well, we're currently expecting to make a booster and ship roughly every, well, initially roughly every couple months, and hopefully by the end of this year, one every month. So it's giant rockets and a lot of them. Just in talking in terms of

44:03rough orders of magnitude in order to create a self-sustaining city on Mars, I think we'll need something on the order of a thousand ships. We just need a Helen of Sparta, I guess, on Mars. This is not in most people's heads, Elon. The planet that launched the thousand ships. That's nice. But this is not in most people's heads. This picture that you have in your mind that so there's there's basically a two-year window you can only really fly to Mars conveniently every two years yes you are still you were picturing

44:36that during doing the 2030s every couple years something like a thousand starships take off each containing a hundred or more people I mean that that that picture is just completely mind-blowing to me yes that that sense of this armada of humans going to battle star galatika the fleet of the parts

44:57And you think that it can basically be funded by people spending maybe a hub a hundred grand on a ticket to meet your Mars? Is that price about where it has been? Well, I think it's like what's required in order to get enough people and enough cargo to Mars to build a self-sustaining city?

45:17And it's where you have an intersection of sets of people who want to go because I think only a small percentage of humanity will want to go and can afford to go or get sponsorship in some manner. That intersection of sets I think needs to be a million people or something like that. And so it's what can a million people afford or get sponsorship for or because

45:41I think governments will also pay for it and people can take out loans. But I think at point of which you say okay okay like if moving to Mars costs are for I'm gonna take a hundred thousand dollars then I think you know almost anyone can can work and save up and and and eventually have a hundred thousand dollars and be able

46:04to go to Mars if they want we want to make it available to anyone who wants to go yeah so it and and very important to emphasize that Mars especially in the beginning will not be luxurious. It will be dangerous, cramped, difficult, hard work. It's kind of like that's Shackleton Ave, we're going to the Antarctic, which I think is actually not real, but it sounds real and it's cool. It's sort of like the sales pitch we're going

46:31to Mars is it's dangerous, it's cramped, you might not make it back. It's difficult, it's hard work. That's the sales pitch. that you will make history. One more. But it'll be glorious. Right. So on that kind of launch rate, you're talking about it over two decades, you could get your million people to Mars, essentially.

46:54Who's city is it? Is it NASA city? Is it SpaceX? It's the people of Mars city. The reason for this, I mean, I have to say, we feel like, why do this thing? I think this is important for maximizing the problem lifespan of humanity or consciousness. Human civilization could come to an end for external reasons like giant meteor or super volcanoes or extreme climate change or World War III

47:27or any one of a number of reasons. And the probable lifespan of civilization consciousness as we know it, which we should really view as this very delicate thing, like a small candle and a vast darkness. That is what appears to be the case. We're in this vast darkness of space and there's this little candle of consciousness that's only really come about after four and a half billion years.

47:59And it could just go out. I think that's powerful and I think a lot of people will be inspired by that vision. And the reason, so the reason you need the million people is because there has to be enough people there to do everything that you need to survive. Really, the critical threshold is,

48:17if the ships from Earth stop coming for any reason, does the Marist city die out or not? And so we have to pass that. People talk about the great filters, the things that perhaps to go out the Fermi Paradox and where are the aliens and like well maybe the aliens didn't, there is various great filters that the aliens didn't pass and so they eventually just cease to

48:46exist and one of the great filters is becoming a multi-planet species. So we want to pass that filter and I'll be long dead before this is a real real thing, before it happens but I'd like to at least see us make a great progress in this direction. Given how tortured the Earth is right now, how much we're beating each other up, shouldn't there be discussions going on with everyone who is dreaming about Mars to try to say, we've got to once, once in a civilizations chance

49:24to make some new rules here? Is that, should someone be trying to lead those discussions to figure out what it means for this to be the people of Mars' city? Well, I think ultimately this will be after the people of Mars to decide how they want to rethink society. Yet there's certainly risk there.

49:45And hopefully the people of Mars will be more enlightened and will not fight amongst each other too much. I mean, I have some recommendations, but which people of Mars may choose to listen to or not. And I would advocate for more of a direct democracy, not a representative of democracy, and laws that are short enough for people to understand, and where it is harder to create laws than to get rid of them.

50:14Coming back a bit near a term, I'd love you to just talk about some of the other possibility space, that Starship seems to have created. So given suddenly we've got this ability to move 100 tons plus into orbit. Yes. So we've just launched the James Webb Telescope, which is an incredible thing.

50:34It's unbelievable. It's two decades. It's an exquisite piece of technology. It's an exquisite piece of technology. But people spent two years trying to figure out how to fold up this thing. It's a three ton telescope. Yeah. We can make it a lot easier if you've got more volume and mass.

50:46So let's ask a different question, which is how much more powerful a telescope could someone design based on using Starship, for example? I mean, roughly OTA is probably in order of magnitude more resolution. If you've got 100 tons and 1,000 cubic meters volume, which is roughly what we have.

51:08And what about other explorations with the solar system? I mean, I'm, you know, well, you're open. You're open. It's a big, big question mark. Right. So there's an ocean there, right? Yeah. And what you really want to do is to drop a submarine into the ocean. Yeah. And maybe there's like some squid civilization under the cephalopod civilization under the

51:27ice of Europe, but that would be pretty interesting. I mean, Elon, if you could take a submarine to Europa and we see pictures of the same being devoured by a squid, that would honestly be the happiest moment of my life. Pretty well, yeah. That would be, what are the possibilities out there?

51:43Like, if you're gonna create a thousand of these things, they can only fly to Mars every two years. What are they doing the rest of the time? It feels like there's this explosion of possibility I don't think people are really thinking about. I mean, I don't know. We've certainly got a long way to go.

52:01As you alluded to earlier, we've still have to get to orbit. And then after we get to orbit, we have to really prove out and refine full and rapid reusability as that will take a moment. But I do think we will solve this. I'm highly confident we will solve this at this point. Do you have a wake up with the fear that there's going to be this Hindenburg moment for SpaceX where...

52:31We've had many Hindenburg moments. Well, we've known that we've had Hindenburg moments with people, which is a very important big difference. Right, there is. We've blown out quite a few rockets. There's a whole compilation of line that we've put together and others put together.

52:45Showing rockets are hard. I mean, the sheer amount of energy going through rocket is well-balanced in line. So, you know, getting out of both gravity well is difficult. We have a strong gravity in the thick atmosphere. And Mars, which is less than 40%, it's like 37% of Earth's gravity and has a thin atmosphere.

53:07The ship alone can go all the way from the surface to the surface of Earth. Whereas getting two Mars requires a giant booster and orbital refilling. So Elon, I think more about this incredible array of things that you're involved with. I keep seeing these synergies to use a horrible word between them.

53:31For example, the robots you're building from Tesla could possibly be pretty handy on Mars, doing some of the dangerous work and so forth. Maybe there's a scenario where your city on Mars doesn't need a million people, it needs half a million people and half a million robots. That's a possibility.

53:49Maybe the boring company could play a role, helping create some of the subterranean dwelling spaces that you might need. Back on Planet Earth, it seems like a partnership between boring company and Tesla could offer an unbelievable deal to a city to say we will create a 3D network of tunnels

54:12populated by robo-taxis that will offer fast low-cost transport to anyone. Full self-driving may or may or may not be done this year. And in some cities, like someone like Mumbai, I suspect won't be done for a decade. So this is our margin in others. But today, with what you've got, you could put a 3D network of tunnels under that.

54:35Oh, if we're just in a tunnel, that's the sole problem, basically. And exactly, full self-driving is the sole problem. So to me, there's amazing synergy there. With Starship, you know, Gwyn Chatewell talked about by 2028, having from city to city, you know, transport on planet Earth.

54:52Yeah, this is a real possibility. It's a, yeah, the fastest way to get from one place to another, if it's a long distance is a rocket. It's basically ICBM with the landing to lead to new. because it's an ICBM, it has to land probably offshore. Yes, it's just a good loud. So why not have a tunnel that then connects to the city

55:18with the test. So it's a, and, and, and, NewerLink, I mean, if you're gonna go to Mars, having a telepathic connection with loved ones back home, even if there's a time delay, I mean. I'm not, these are not intended to be connected to be, by the way, they're just, but I, there's certainly could be some synergies, yeah.

55:35Surely there is a growing argument that you should actually put all these things together into one company and just have a company devoted to creating a future that's exciting and let a thousand flowers bloom. Have you been thinking about that? I mean it is tricky because Tesla is a publicly traded company and the investor base of Tesla

56:00and SpaceX and certainly the boring company and Neuralink are quite different. Worry company and Neuralink are tiny companies. Right. Like a person. The audience made it. Yeah. Tesla's got 110,000 people. SpaceX I think is around 12,000 people. Boring company and Neuralink are both under 200 people.

56:22So they're little tiny companies but they will probably get bigger in the future. future. It's not that easy to sort of combine these things. Traditionally you've said that for SpaceX especially you wouldn't want it public because public investors wouldn't support the craziness of the idea of going to Mars or whatever.

56:43Making life multi-planetary is outside of the normal time horizon of Wall Street analysts. I think something's changed though. What's changed is that Tesla is now so powerful and so big and throws off so much cash that you actually could connect the dots here. Just tell the public that X billion dollars a year, whatever your number is, will be diverted

57:11to the Mars mission. I suspect you'd have massive interest in that company and it might unlock a lot more possibility for you now. I mean, I would like to give the public access to ownership of SpaceX. But I mean, the overhead associated with Poly Company is high. So I mean, as a Poly Company, you're just constantly sued.

57:41It does occupy a fair bit of time and effort to deal with these things. Right. But you would still only have one public company. It would be bigger and have more things going on. But instead of being on four boards, you'd be on one. I'm actually not even on the Neuralink or Warren Company boards.

58:01Oh, well. Yeah. And I don't really attend the SpaceX board meetings. We only have two a year. And I just stopped buying chat for an hour. So the board I've had for a public company is much higher. Right. I think some investors probably worry about how your time is being split and they might be excited by that.

58:21Anyway, I just woke up the other day thinking there are so many ways in which these things connect. And just the simplicity of that mission of building a future that is worth getting excited about might appeal to an awful lot of people. Elon, you are reported by Forbes and everyone else as now in other words, which is person.

58:48That's not a sovereign. I think it's fair to say that if somebody is like the king or the factor of a country they're wealthier than I am. But it's just harder to measure. But what people do, so $300 billion, your net worth on any given day is rising or falling by several billion dollars. How do you say, how insane is that? How do you handle that

59:15psychologically? There aren't many people in the world who have to even think about that. I actually don't think about that too much, but the thing that is actually more difficult and that does make sleeping difficult is that every good hour or even minute of thinking about Tesla and SpaceX has such a big effect on the company that I really try to work

59:43as much as possible to the edge of sanity basically because Tesla is getting to the point where, probably we'll get to the point data this year, where every high quality minute of thinking is a million dollars to impact on Tesla. So which is insane. So I mean the basic, you know, if Tesla's doing, you know, of sort of two billion dollars a

1:00:20week let's say in revenue is sort of three hundred million dollars a day, seven days a week. It's... If you can change that by 5% in an hours brainstorm, that doesn't be valuable. That's a pretty valuable hour. I mean, there are many instances where a half hour meeting, I was able to improve the financial

1:00:44outcome of the company by $100 million in a half hour meeting. There are many other people out there who can't stand this world of billionaires. are hugely offended by the notion that an individual can have the same wealth as say a billion or more of the world's poorest people. If they examine sort of the sort of, I think there's some axiomatic flaws that are leading

1:01:12to them to that conclusion. For sure, it would be very problematic if I was consuming billions of dollars a year in personal consumption, but that is not the case. In fact, I don't even own a home right now. I'm literally staying at friends places. If I travel to the Bay Area, which is where most of the tells of engineering is, I stay in my... I basically rotate through friends' spare bedrooms. I don't have a yacht. I really don't take vacations. So it's not

1:01:44as though there's... that my postal consumption is high. The one exception is a plane, but If I don't use the plane, then I have less hours to work. So I personally think you have shown that you are mostly driven by really quite a deep sense of moral purpose. Like, you've tried your attempts to solve the climate

1:02:07problem have been as powerful as anyone else on the planet that I'm aware of. And I actually can't understand, personally, I can't understand the fact that you get all this criticism from the left about, oh my god, he's so rich. that's disgusting. When climate is their issue, philanthropy is a topic

1:02:26that some people go to. Philanthropy is a hard topic. How do you think about that? I think if you care about the reality of goodness instead of the perception of it, philanthropy is extremely difficult. SpaceX, Tesla, Neural Electric Board, and company are philanthropy. If you say philanthropy is love of humanity, they are philanthropy.

1:02:49Tesla is accelerating sustainable energy. This is a love of full enthalpy. SpaceX is trying to ensure the long term survival of humanity with multi-planets species. This is love of humanity. Neuralink is to help solve brain injuries and existential risk with AI, love of humanity.

1:03:13Boring company is try to solve traffic, which is health for most people. And that also is the humanity. It's like how upsetting is it to you to hear this constant drumbeat of billionaires, my god Elon Musk, oh my god, like is it, do you just shrug that off or does it, does it actually hurt?

1:03:36I mean, at this point, it's water off it ducks back. You know, I'd like to, as we wrap up now, just pull the camera back and just think You're a father now of seven surviving kids. Well, I mean, I'm trying to say a good example, because the birth rate on Earth is so low that we're facing civilizational collapse unless the birth rate returns to a sustainable level.

1:04:01Yeah, you've talked about this a lot. The deep population is a big problem. And we people don't understand the big collapse. Population collapse is one of the biggest threats to the future of human civilization. And that is what is going on right now. What drives you on a day-to-day basis to do what you do?

1:04:17I guess, like, I really want to make sure that there is a good future for humanity and that we're on a path to understanding the nature of the universe, the meaning of life, why are we here, how do we get here. And in order to understand the nature of the universe and all these fundamental questions, we must expand the scope and scale of consciousness.

1:04:47Certainly it must not diminish or go out. We certainly wouldn't understand this. So I would say I'm motivated by curiosity more than anything and just desire to think about the future and not be sad, you know. And- And are you not sad? I'm sometimes sad. I'm feeling, I guess, relatively optimistic about the future of these days.

1:05:15There are certainly some big risks that humanity faces. I think the population collapses a really big deal that I wish more people would think about because the birth rate is far below what's needed to sustain civilization at its current level. And yeah, there's obviously, we need to take action on climate sustainability, which is

1:05:43being done. And we need to secure the future of consciousness by being a multi-planet species. We need to address the, essentially it's important to take whatever actions we can think of to address the existential risks that affect the future of consciousness. There's a whole generation coming through who seem really sad about the future.

1:06:04What would you say to them? Well I think if you want the future to be good you must make it so. Take action to make it good and it will be. Elon thank you for all this time. That is a beautiful place to end. Thanks for all that you're doing. You're welcome.

从现场发言里挑出的 9 句原话,附中文译文(AI 翻译,以英文原话为准)。点时间戳可跳到视频对应位置。

人们应该对未来保持乐观。人类会解决可持续能源问题。这一定会发生。

People should be optimistic about the future. The humanity will solve sustainable energy. It will happen.

▶ 7:04

但为了解决全自动驾驶,可能你实际上就是必须解决真实世界 AI。

But in order to solve full self-driving, probably you actually just, you have to solve real world AI.

▶ 11:08

我确实认为应该有一个针对 AI 的监管机构。这话我已经说了很多年。我不喜欢被监管,但我认为这对公共安全很重要。

I do think there should be a regulatory agency for AI. I've said this for many years. I don't love being regulated, but I think this is an important thing for public safety.

▶ 23:34

任何商品和服务都将提供给任何想要它们的人。拥有商品和服务会变得极其便宜。会便宜得离谱。

Any goods and services will be available to anyone who wants them. It will be so cheap to have goods and services. It will be ridiculous.

▶ 26:57

所以火箭或太空运输的圣杯就是完全、快速的重复使用。这一点从未实现过。

So the holy grail of rocketry or space transport is full and rapid reusability. This has never been achieved.

▶ 37:21

火星尤其在初期不会奢华。它会危险、拥挤、艰难,需要辛苦劳作。

Mars especially in the beginning will not be luxurious. It will be dangerous, cramped, difficult, hard work.

▶ 45:59

我们身处浩瀚黑暗的太空,而有一小簇意识之光,它是在45亿年后才真正出现的。而它可能就此熄灭。

We're in this vast darkness of space and there's this little candle of consciousness that's only really come about after four and a half billion years. And it could just go out.

▶ 47:38

而为了理解宇宙的本质和所有这些根本问题,我们必须扩大意识的规模和范围。

And in order to understand the nature of the universe and all these fundamental questions, we must expand the scope and scale of consciousness.

我认为,如果你想让未来变好,你就必须让它变好。采取行动让它变好,它就会变好。

Well I think if you want the future to be good you must make it so. Take action to make it good and it will be.

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