大会演讲·中文精读

马斯克Code Conference完整采访

Elon Musk's Full Interview with Code Conference

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

一托盘现金正从大气层里往下掉,马上就要烧成灰、摔成碎片。你会去捡吗?

马斯克给 SpaceX 团队出的题就是这个。

团队说,那当然会啊。

好。火箭的一级助推器就是那托盘钱。它占整枚火箭成本的 70%,三千多万到三千五百万美元。几十年来每次发射完,这一大坨钱要么砸进海里,要么在大气层里烧成灰。

2016 年春天,SpaceX 第一次在海上驳船上把它接住了。

这场 Code Conference 的对话里,马斯克花了很大篇幅讲这件事难在哪,也讲了 SpaceX、Tesla、OpenAI、Hyperloop、Neural Lace 这几摊事。内容很密,我按话题拆开说。

过去五十年为什么没人去捡那托盘现金

主持人问得很直接:人类进太空搞了半个世纪,俄罗斯人也搞,怎么从来没人回收助推器?

马斯克的回答是,航天飞机时代有过尝试,没成。真正让一级助推器从轨道任务返回发射场、或者落到海上驳船上的,SpaceX 是头一个。

至于之前为什么没人做,他没给什么宏大解释,倒是顺势吐槽了航天飞机的设计哲学:把火箭做成飞机,这个直觉本身就是错的。

他的理由很朴素。每一种交通工具的外形,要匹配它所处的介质。船要像船,车要像车,飞机要像飞机。到了太空里,机翼没有用,因为没有空气。你要去地球以外的地方,那里也没有跑道。所以阿波罗登月用的是推进式着陆,往下喷火、慢慢落。

那航天飞机为什么长成飞机那样?

马斯克的原话大致是,这个造型可能比较讨国会喜欢。主持人接了一句"就像飞机",两人笑了一下。

太空和轨道完全两码事

整场对话里,这一段最值得慢慢看。

很多人对"上天"有个直觉误解,以为只要飞得足够高就到太空了,就"上去了"。马斯克说这个理解差了十万八千里。

太空和轨道完全是两个概念。

他打了个比方。太平洋有一条国际水域边界,你从海岸往外开 100 英里,就技术上进入国际水域了。轨道是什么?轨道是绕地球一整圈。

真正让物体"上去并且停在那"的,是水平方向的速度,跟高度关系不大。

他给了一组数:国际空间站在轨速度大约 17000 英里每小时。这数字听着没什么概念,他补了一刀:一把 .45 手枪射出的子弹,速度刚好在音速以下,空间站比它快 25 倍以上。

你在夜里看空间站从头顶划过,感觉安静得很,其实那东西正以子弹 25 倍的速度绕着地球转。你看到它"停在那儿",是因为那个速度产生的离心趋势刚好和地球引力抵消,净加速度为零。

所以物理上只有"逃逸速度",没有"逃逸高度"。你要摆脱地球引力,靠的是速度,爬多高没用。

他讲引力场的时候用了两个比喻,都很到位。

一个硬币漏斗。你往漏斗里丢一枚硬币,它在边缘的时候转得慢,越往中心转得越快。如果你站在漏斗最底部想出去,唯一的办法是水平高速旋转,把自己甩出去。轨道就是这么来的。

还有一个链球。运动员抓着链球原地转,球被绳子拉着做圆周运动。你要维持那个状态,靠的是转速。

为什么非要在海上驳船着陆

这一段最硬核,也是最多人看不懂的地方。火箭落回陆地不好吗,为什么非要搞一艘船漂在大洋中间等着?

马斯克的解释是物理逼的。

火箭往上飞,看起来垂直升空,其实升空只是为了穿过最厚的那层大气。速度一高,空气就像糖浆一样稠密。所以火箭升空很短暂,紧接着就会掰弯,变成水平加速。

等它加速到一级和二级分离的时候,一级助推器已经达到 10 马赫,也就是音速的十倍。这时候它离发射场大概只有 100 公里,但它在以极快的速度朝反方向飞。

想让它飞回发射场,就得一百八十度掉头,把速度反向抵消,再原路飞回来。燃料上根本做不到。更麻烦的是,太空中没有东西可以反作用。飞机能转弯,因为它推的是空气。真空里你推什么?

你想让速度归零再反向,付出的能量几乎等于来时消耗的两倍。一半用来减速到零,另一半用来反向加速。

物理上不允许,唯一的选择就是让助推器顺着那条弹道弧线继续飞,落到预先停在大洋上某个精确经纬度的驳船上。精度要求是一米以内。

这台机器从真空进入稀薄大气、再进入稠密大气,全程超音速。真空里气动面使不上,得靠氮气喷射调整姿态和位置。进入大气后用四个栅格翼控制,栅格翼长得像华夫饼,好处是从高超音速一路到亚音速都能用,普通气动面很难覆盖这么宽的速域。

最后阶段,它点亮九台发动机中的三台减速,接近甲板前降到一台做精确着陆。

主持人听完沉默了一下,说这真他妈太难了。

马斯克说,是的,超级难。然后补了一句,刚才这段可能讲得有点长。

把火箭造成飞机,直觉错在哪

这里藏着一个更普遍的思维陷阱。

很多人觉得火箭应该像飞机一样,能飞上去、能飞回来、能重复使用,看起来优雅。这个直觉听着对,物理上不成立。

原因还是那个:飞机的工作介质是空气,火箭在真空里没有介质可以借力。造型优雅跟工程成立是两件事。

这也解释了他为什么坚持用推进式着陆(propulsive landing,靠发动机反推减速落地),靠机翼滑翔回场那套他不认。阿波罗登月舱用推进式着陆,龙飞船 2 号也是。

他反复强调一个原则:工具的形态要服从它所在的环境。这话听起来像常识,可航天飞机、各种"长得像飞机"的火箭方案,全是被直觉带偏的例子。

贝索斯和他,相同的地方在哪

前一天贝索斯也在这个台上。主持人转述了贝索斯的说法,大意是他和马斯克在大方向上一致,都想把可复用火箭这套基础设施做对,区别在具体路径。

马斯克承认有相似之处。两人都相信一件事:人类应该成为多行星物种,最终走出太阳系,走向其他恒星系。

他特意澄清了一个常见误读。很多人以为他说"我们要离开地球",是想抛弃地球。

他讲的跟换个星球住没关系。他要的是让文明和生命扩展到地球以外。地球还是家,只是希望人类在别的地方也有落脚点。

说这话的时候他语气挺真诚:

生活不能只是不停地解决问题。总得有些让人早上愿意醒来的东西。(马斯克)

接下来几步:复用、猎鹰重型、龙飞船 2 号

讲完原理,马斯克给了几个具体的时间点。

回收回来的助推器状态不错。再入过程极其恶劣,外观检查下来还行,当时手上已经有四枚。计划在夏天结束前后重新发射其中一枚,这会是关键里程碑。

年底之前,希望首飞猎鹰重型(Falcon Heavy)。这东西推力大约五百万磅,是当年把宇航员送上月球的土星五号的三分之二。发射台就是阿波罗 11 号用过的那个。

主持人听到这里明显愣了一下,追着确认了好几遍。马斯克说是的,同一个发射台。

猎鹰重型的首飞是演示性质的,不带实际卫星。真正的商业飞行要等到下一年。原因是猎鹰 9 号的订单已经排满了。

他说当时 SpaceX 的发射任务里,大约四分之一给 NASA,四分之三是商业通信广播卫星,或者其他国家的科学任务。上一年火箭出过一次问题,排期被压了六个月,积压得很厉害。接下来的节奏会拉到每两到四周一发。

这个频率比任何国家都高。他说按这个节奏,到第二年,SpaceX 的发射次数会超过俄罗斯、欧洲和中国。

还有个大件:龙飞船 2 号(Dragon Version 2),能载七名宇航员去空间站。它本身就是个推进式着陆器,可以当通用科学载荷平台用,理论上能送到太阳系任何地方。

火星时间表:2018 送货,2024 送人

2018 年,SpaceX 会送一艘龙飞船 2 号去火星。

主持人追问,你会坐吗。马斯克说不坐。

他给了理由:那艘飞船内部空间大概相当于一辆大型 SUV,飞过去要六个月。六个月待在一辆 SUV 里,能忍,不理想。更要紧的一条是,那趟飞船回不来。

"回不来"这事,他开玩笑说这得写进药品广告那种小字里,副作用一栏加一行。

关于他自己什么时候去,他说大概四五年后会先上一次轨道。谈到火星,他的规划是:

  • 2018 年起,每个火星窗口都发一次货运飞船
  • 地球和火星的轨道交会大约每 26 个月出现一次
  • 2018 一次,2020 一次,往后每两年一次
  • 如果顺利,2024 年发射第一批载人飞船,2025 年抵达

主持人拿美联航的准点率开玩笑,问这个时间表靠谱吗。马斯克笑笑没接。

九月他会在国际宇航大会(IAC)上完整介绍火星殖民的架构。他强调的重点是这套系统要能运送大量人口和货物,最终是百万吨级的物资运到火星,才能建起一座持续生长的城市,规模上可能是几百万人。

主持人追问火箭到底多大。他说比土星五号大。再问大多少,他说九月告诉你。再问,他说很大。主持人说你好歹说个大概吧,他说就是很大。

这段对话有意思。他没在卖关子,是真没定稿。

回到地面:Tesla 和一群挤进来的玩家

话题转向 Tesla。主持人问,现在所有人都在聊自动驾驶、电动车,Google、Apple、传统车企全进场了,你怎么看。

马斯克先讲了个段子,说现在自动驾驶和电动车的创业公司太多,多到他等着他妈也宣布一家。

然后正经回答。美国本土就有四五家中国背景的电动车创业公司,融资规模在十亿美元以上,加上一堆小玩家,再加上所有传统车企都在转。他觉得这是好事,行业越快转向可持续交通越好。Tesla 当年开源专利,就是想推一把。

他给 Tesla 定的动作只有一条:尽一切可能加速可持续能源的到来。落到执行上就是拼命扩产。Model 3 的计划被提前了两年,目标是 2018 年前后总产量达到 50 万辆,2020 年可能做到年产 100 万辆。

自动驾驶这块,他说得很直接:以后一辆车没有自动驾驶会显得很奇怪,这东西会变成标配。

逐个点评竞争对手

主持人让他一个一个评估。

Google。他的判断是,Google 不算车企,所以更可能把技术授权给车企,不会自己下场造车。他们已经和菲亚特有合作。所以算不上直接对手,真正的对手是那些拿到 Google 技术授权的公司。

Apple。他停了一下,说这个更直接。怎么判断的?看招聘模式就知道了。他还补了一句,Apple 应该更早启动这个项目,不过按他估计,Apple 的第一款车大概 2020 年前后才会出来。

那 2020 年是不是太晚了?

马斯克的回答挺冷静:汽车行业非常大,赢家通吃这事在这里不成立。全世界有十几家有分量的车企,最大的市场份额也就 10% 左右。有人做出一款好车,不会一夜之间把别人都干掉。

他特别强调了一点:汽车制造的规模,不去现场看是体会不到的。总装厂只是冰山一角,真正庞大的是供应链。二级、三级、四级供应商加起来,体量比总装大一个数量级。

主持人问,那传统车企里有没有做出好电动车的?

马斯克说,到目前为止,还没有哪家传统车企做出过一款真正伟大的电动车。他们大概会继续改进,某天可能做出好车,但现在还没有。

电池的真相:锂只占 2%

聊到 Gigafactory(超级电池工厂)。建成之后它会是全世界占地面积最大的单体建筑。注意,是所有建筑里最大的,不只是工厂。

主持人问,你们是不是在电池上有什么突破?

马斯克的回答会让很多人意外。他说关于电池,市面上流传的废话太多,你读到的信息里大概只有 1% 可信。

锂电池这个词覆盖的技术范围极广。不同化学体系之间,能量密度、功率密度、循环寿命能差出好几倍。所以该问的不是"是不是锂电池",该问的是正极是什么、负极是什么。

他给了一个具体的分解:在 Tesla 的电芯里,锂本身只占质量的 2%。对,只有 2%。他打了个比方,锂就像沙拉里的盐,量很小。名字叫锂电池,按成分其实该叫"镍石墨电池",主要成分是镍和石墨。正极是镍钴铝,负极是石墨加一点氧化硅。

为什么大家觉得电池进步慢?

他说能量密度大概每年提升 5%。单看一年不多,按复利滚十年,差距就出来了。而且很多人以为 Tesla 就是把笔记本电池拼一拼装进车里,如果真这么简单,早就有一堆竞争对手做出来了。实际的电芯虽然也是圆柱形,内部结构和笔记本电池完全不同,Gigafactory 生产的版本会针对汽车做更多优化。

他还抛了一个反直觉的判断:续航根本不是问题。当时 Model S 的续航已经接近 300 英里,普通人有几次机会一口气开 300 英里不休息?真要做 400 英里续航的车,今天就能做出来,不是什么难事。

真正要解决的是每千瓦时成本。成本降下来,车才买得起,才谈得上量产普及。

怎么降成本?两条路,缺一不可:设计迭代,规模经济。他拿手机举例,手机迭代了多少代,产量做到了多大,最后每个人口袋里都装了一台超级计算机。

40 万订单,和六周后的"铅笔放下"

Model 3 发布后,订单量大约 40 万辆。

马斯克说他也没料到。没投广告,没搞什么游击营销,就在网上做了个直播,台下观众只有一千人左右。结果订单像野火一样传开了。

主持人有点将信将疑,说硅谷这帮人看到个新产品就兴奋,这里面有多少是冲着你本人来的?

马斯克的回答有点出人意料。他说自己配不上那么多功劳。Tesla 有一万五千人,非常拼,Roadster 打底,Model S 被《消费者报告》评为史上最佳车型,Model X 早期有些问题,现在也调顺了。人们看到这些车,会形成一种预期:下一辆更便宜的车,大概率也会是好车。

品牌信任就是这么攒出来的。他没往个人英雄主义上靠。

Model 3 起价 3.5 万美元。马斯克强调,算上电比油便宜、维护成本低(不用换机油,靠动能回收刹车几乎不用换刹车片,基本上只换轮胎),实际用车成本远低于同价位油车。美国车市的平均成交价大概 3.2 万美元,3.5 万的起价已经很接近。

他承诺,就算你什么选装都不加,3.5 万的车也足够好,不至于非得加一堆配置才开得舒服。

自动驾驶会不会标配?他卖了个关子,说年底还有一场 Tesla 活动,到时会讲。然后补了一句:我们会做那个显而易见的选择。

关于交付时间表,主持人问得很尖锐:你之前很多 deadline 都跳票了,Falcon Heavy 原定 2012 年,Model X 拖了很久,这次 Model 3 面向普通消费者,收了那么多定金,你打算怎么保证?

马斯克的回答挺坦诚。关键在设计阶段就把可制造性考虑进去。Model S 是 Tesla 第一次从零造整车,只想着把车做好,没想过量产有多难,所以造起来极其费劲。Model X 又在 Model S 平台上叠了一堆新技术,难上加难。Model 3 要反着来:简化,但仍然是一辆让人喜欢的车,每一个设计决策都要过一遍"能不能量产、成本能不能压住"。

Model 3 的设计当时完成了绝大部分,目标是六周后"铅笔放下",意思是所有设计冻结,不再改动。想加的花哨功能都留给第二代、第三代。

他还补了一句,我觉得挺重要:

我说的那个时间表,是我当时真的相信的。它不是那种我明知做不到还拿出来骗人的假 deadline。它可能是妄想,妄想确实会发生,但它从来不是故意假的。(马斯克)

供应链里的天灾人祸

全场最好笑的一段就在这里,也最能说明硬件创业有多难。

一辆车是几千个独特零件集成出来的产品。整车厂的速度,取决于最慢的那个供应商。而供应链一旦往二级、三级延伸,供应商数量就是几千家。

马斯克说,你能想到的天灾,全都发生过在他的供应商身上:工厂着火、地震、海啸、大冰雹、龙卷风、货船沉了。

最离谱的是墨西哥边境那次。载着后备箱地毯的卡车被边境巡逻队拦下了,因为车身上有弹孔。马斯克说我们只想要那批地毯,车里真没藏可卡因。结果生产线停了好几天。

他的对策是提高内部化程度。某个零件供应商不肯按时交货,Tesla 能自己快速做出来。整个公司围绕这个思路在组织。

AI:为什么要办 OpenAI

主持人问,你对 AI 的担忧到底是什么?外面流传的说法是"马斯克怕机器人"。

他说跟怕机器人无关。让他不安的是 AI 可能走的某些方向。

他的判断很直白:不是所有 AI 的未来都是良性的。如果真的造出一个每项能力都远超人类的数字超级智能,那它的走向就变得极其重要。

所以他跟几个人一起创立了 OpenAI,注册为 501(c)(3) 非营利组织。他特意强调治理结构:不能有任何为 AI 技术牟利的信托义务,赚的钱不能进股东口袋。

OpenAI 和一般非营利机构不一样,紧迫感极强。加入的人都很厉害。目标是把 AI 的力量民主化。

他引了阿克顿勋爵的话。那句"权力导致腐败,绝对权力导致绝对腐败"太有名了,但马斯克引的是另一句:

自由在于权力的分散,专制在于权力的集中。

这句话是他整套 AI 观点的骨架。如果 AI 拥有不可思议的力量,这种力量绝对不能集中在少数人手里。

什么世界是他不想看到的?他用了"独裁者"这个词。他说没听说过谁喜欢生活在独裁之下,人们一般会选择民主,不会选专制。这里的独裁者可能是那台计算机,也可能是控制那台计算机的那几个人。

主持人追问,是不是特指某一家公司。马斯克说不点名,但确实只有一家让他担心。

他澄清了一个关键点:这事跟公司之间互相竞争扯不上关系。他们没想打败谁,只想提高未来变好的概率。

他用了概率分叉的比喻。未来像一堆概率流,不断分叉、坍缩、再分叉。OpenAI 想做的,就是尽可能把那条通向好结果的分支概率往上抬一点。

阿克顿勋爵和"每个人都配一个 AI 代理"

主持人抛了一个反驳:你把 AI 开源、把力量分散,坏人拿到这些技术干坏事怎么办?

马斯克承认这是个好问题。他的回答是:

如果 AI 的力量广泛分布,没有任何一个实体拥有比其他所有 AI 聪明一百万倍的超级智能,那么就算有人想干极其恶劣的事,其他人的集体意志也能压住他。

反过来才更危险:一个比所有其他 AI 都聪明得多的系统,掌握在一小撮人手里。它要么有自己的意志,要么被这几个人控制。那时候你没有任何反制手段。

他设想的理想状态是,每个人都有属于自己的 AI 代理,AI 的力量跟每个人的意愿绑定在一起。这就像一个数字化的民主社会,多数人的意志能约束少数人的破坏欲。

他把这个思路套用了丘吉尔那句名言:民主是最坏的制度,除了其他所有已经试过的制度之外。

总统像大船上的一只小舵

主持人把话题引到 2016 年大选。马斯克从南非来美国没多少年,主持人问他对这场选举怎么看。

他说他很高兴美国是宪法框架,宪法保证总统更像一艘大船上的一只小舵。

意思是,总统能造成的伤害或者能带来的好处都有限。当然也有人说核武器例外。

马斯克对此的判断是:总统是总司令,但并不意味着他能随便按按钮。他觉得国会会非常不高兴,军方也不会随便同意。他说自己相当有信心,军方不会因为某个人一拍脑袋就去发射核弹。

主持人问,你会支持哪位候选人吗?

他说他尽量不掺和。理由是他不确定一个人能对结果产生多大影响。如果他认为自己能改变什么,他大概会做点什么。可这场选举不是美国民主最好的时刻,他也不想卷进去。

他还说了一段挺有意思的判断:没有哪个总统希望经济变差。如果真有一个按钮按下去经济就腾飞,那每个总统都会以光速按下它。问题是这个按钮不存在。总统对经济的实际影响力,远小于外界想象。

Hyperloop:他为什么不自己干

Hyperloop 是马斯克 2013 年提出来的东西。主持人问他现在的参与程度。

他讲了一段挺诚实的话。最初他提的那版方案其实是错的,跑不通。他先吹了牛,说想到了一个可行方案,结果一算不行,后来迭代了很多轮才做出物理上成立的版本,然后发表成论文,公开说谁想干就去做,他忙 Tesla 和 SpaceX 已经够呛。

他强调自己没投任何一家 Hyperloop 公司,有意保持中立,不偏袒谁。他做的只有两件事:给创业者精神支持,以及办一个学生竞赛。

学生竞赛的目的,是鼓励学生去思考新的交通方式。有意思的是,当年获奖团队用的悬浮方式和马斯克论文里建议的不一样。

马斯克在论文里建议的是空气轴承:把压缩机吸进来的空气从前面喷出去,一方面减小头部阻力,一方面在车底形成气垫托起舱体。这套方案在超音速下也能用,风洞测到过 1.1 马赫。

获奖团队用的是电磁悬浮。马斯克说他当初没建议磁悬浮,是因为管道才是最贵的部分,舱体本身不贵。你要跑 400 英里,双向就是 800 英里的管道。经济上的关键优化变量是每米管道成本。任何需要在管道上做文章的方案,都会把成本推上去。空气轴承的好处是管道不用改,还是那个便宜的管道。

至于 Hyperloop 最后能不能成,他说:

会有人做出类似的东西。如果现在这些公司做不成,那我以后可能会自己做一套演示系统。但我不想抢在他们前面,公开发个免费点子然后自己偷偷去做,这样不地道。(马斯克)

Neural Lace:我们其实已经是赛博格

整场对话里最有前瞻性的一段在这里,当时听着像科幻,现在回看会发现不少判断都应验了。

马斯克抛出了一个前提:人类的根本瓶颈是输入输出带宽。

他先纠正了一个常见误解。很多人以为"人机融合"是未来才会发生的事。他说我们已经是赛博格了,只是大部分人没意识到。你的邮件、社交账号、你在网上留下的所有痕迹,就是你的一份数字版本的自己。通过电脑和手机,你拥有的能力比二十年前的美国总统还大。

问题出在 IO 带宽太窄。

输入还不错。眼睛是个视觉高带宽接口,每秒往大脑里灌大量数据。输出就惨了。你在手机上打字,两个拇指戳来戳去,速度慢得可笑。

输入和输出之间,差了几个数量级。

所以真正的人机融合,核心是解决 IO 约束,做一个直接的皮层接口。他管这个叫 Neural Lace。

主持人问是不是要开颅手术。马斯克说不用,可以走静脉和动脉。神经元是耗能大户,需要大量血流,所以血管天然就构成了通往所有神经元的"路网"。你可以通过颈静脉插进去,不用把颅骨切下来。

不做家猫

为什么要搞这个东西?

马斯克把 AI 的几种可能结果摊开说了。

最好的情况是超级智能对人不构成威胁。可即便如此,如果 AI 的智能远远高于我们,那人类在它面前大概相当于家猫。它不会害你,但你也就那个地位。

他说自己不想当一只家猫。

更坏的情况是 AI 把人当成某种需要处理掉的东西。他不多说,就一句"你们看过那个电影"。

所以他的解法是:在 AI 和人之间建立高带宽神经接口,把人和数字智能融合在一起,让人类成为那个智能系统的一部分。这样就不会有一个悬在头顶、被少数人控制的"神级"存在。

主持人问,你打算自己去做吗?

马斯克说,总得有人做。他不确定自己会不会做,但如果没有别人做,他大概会做。

模拟理论:几十亿分之一的概率

有观众抛了一个哲学问题:像我们这样的高级文明有没有可能造出一个跟自己世界一样的模拟?既然有这个可能,我们是不是就活在模拟里?

马斯克说他和他弟弟曾经讨论这个话题讨论得太多,最后约定:谁在泡澡的时候提起这个,就罚款。

然后他给出了他认为最强的论证:

四十年前,人类做出来的电子游戏是 Pong,两个方块加一个点。四十年后,我们有了照片级真实的 3D 模拟,几百万人同时在线,而且每年都在变好。VR、AR 马上就来了。

假设任何改进速率成立,未来游戏和现实将无法区分。就算这个速率比现在慢一千倍,几万年后也会到这个点,而几万年放在进化尺度上根本不算什么。

到那时,这些游戏会跑在每一台机顶盒、每一台 PC 上,这种设备可能有几十亿台。

所以概率上讲,我们活在"基础现实"里的可能性大概是几十亿分之一。

他说完看了主持人一眼。主持人说,那看来答案是"是"了。

马斯克说,论证我觉得没什么问题。他甚至说,我们也许应该希望这是模拟,因为如果不是,那意味着要么文明造出了无法分辨的模拟,要么文明在造出来之前就因为某种灾难消失了。这两个结局里,前者至少给了"重启"的可能性。

自动驾驶:技术上两年,监管再一年

有观众问,完全自动驾驶什么时候能落地,什么时候人类开车会变成违法或者贵到开不起。

马斯克的判断是:

  • 技术层面,不到两年就能做到比人类驾驶安全得多
  • 监管层面,再加一年左右,总共三年

他解释技术上哪些场景难、哪些简单,判断跟很多人的直觉相反。

堵车场景最容易。车流密集,你只要跟前车保持固定距离就行,速度慢,来得及刹车,几乎不可能撞到人。

高速公路也相对简单,尤其是封闭式高速,没有行人。

真正难的是时速三四十英里、开放环境下的驾驶,行人会从任何方向冒出来。北京这种地方反而没这个问题,因为根本开不到那个速度。

当时 Model S 和 Model X 在高速上的自动驾驶已经比人开更安全。

说到监管,他说监管机构不会接受"和人类差不多安全"这个水平。他们要几十亿英里的数据,证明自动驾驶至少比人安全两倍,可能要求五倍到十倍。这个数据量要在多种路况下累计,需要时间。

至于"禁止人类驾驶"这个问题,马斯克的回答很克制。他说这在美国这种民主国家是民意决定的。他个人反对禁止人类开车,理由是自由。但驾照要求可能会变得更严,比如你想手动开车,得证明自己技术过硬。

火星政府怎么设计

最后一个问题是,火星上的社会制度、法律体系怎么建立。

马斯克先开了个玩笑,说他刚才已经宣布自己是火星之王了。

严肃回答是,他倾向于直接民主,不走代议制。人们直接对议题投票,不经代表。理由是腐败空间会小得多。

他还给了一条建议:法律的"惯性"需要被调整。应该更难立一条法,更容易废一条法。

他给的具体方案是:

  • 立法需要大约 60% 的人投票赞成
  • 任何时刻,超过 40% 的人投票就能废除一条法律
  • 每条法律自带日落条款,到期自动失效,除非被重新投票通过

他的逻辑是,一条法律如果好到值得存在,那就应该好到值得重新投一次。如果它过不了这一关,那它本来就不该在那。

他平时干什么

有人问马斯克怎么处理压力、怎么平衡工作和生活。

他说自己大部分时间处于"工作分诊"模式。只要 SpaceX 和 Tesla 不同时出危机,就还好。两家公司各自的状态像正弦波,起起伏伏。波浪不叠加就顶得住,叠加起来就非常吃力。当时两家都在平稳推进,他感觉不错。过去也有过极其难熬的时候。

关于孩子,他说得很实在。跟孩子待在一起的时间,是他人生里最快乐的部分,99% 的时候是这样。剩下 1% 就不提了。

他的陪伴方式挺有意思。小孩很多时候在自己的世界里,不太会缠着爸爸聊几个小时。所以他可以待在同一个房间,一边处理邮件,一边随时回应。想聊的时候聊,不想聊的时候各干各的。

再就是一起旅行、一起打游戏。那年周一他刚带孩子去了环球影城新开的哈利波特园区,评价很高,黄油啤酒尤其好喝。

写给还想认真做点事的人

这场对话信息量很大,能直接拿走用的东西其实不多。我挑几条对普通读者有实操性的:

  • 遇到"为什么从来没人做"的问题,先问是不是物理不允许。物理允许的话,大概率有人试过没成,或者门槛被低估了。找到那个真实门槛,机会就在那儿。
  • 警惕"看起来优雅"的方案。航天飞机长得像飞机,直觉上对,物理上错。判断一个方案好不好,看它是否匹配所在的环境和介质,不看它好不好看。
  • 成本结构里藏着最重要的战略变量。Hyperloop 的例子很清楚:管道贵、舱体便宜,任何需要在管道上做文章的方案都是错的。找到那个占大头的成本项,所有设计决策围着它转。
  • 做产品先把"能不能造出来"想清楚,再想"造得多好"。Model S 难造,Model X 更难造,Model 3 反过来,每个设计决策都过一遍可制造性。这个顺序不能反。
  • 时间表可以错,不能骗。马斯克那句"我说的 deadline 是我当时真信的,它可能是妄想,但从来不是故意假的",值得所有做项目的人贴在墙上。
  • 对 AI 这类技术,关注权力结构多于关注技术本身。技术本身没有方向,方向取决于谁控制它。分散权力解决不了所有问题,集中权力几乎必然出问题。
  • 健康和家庭是长期的复利资产。他给的方法很朴素:同一房间,各干各的,随时响应。不需要大块时间,需要的是长期在场。
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 let me start by saying we're very glad you're here safe and sound thanks. I had to start with lead. I was Flank I flew here with the landing gear down because it was like some kind of landing gear issue Lending air was stuck. There's some kind of warning light my Pilot said that if they were attracted to landing gear it may not go back down again, so

0:21So this happens to you. Yeah Yeah. Okay. And we're glad you're here today. I'm glad you're here today. I'm glad you're here today. So, anyway, we're happy to wait for you. And we're glad you got here safe. It's great to see you guys. Thank you for coming. I really appreciate it.

0:36You kept your promise, which was nice. Of course. I think you were drunk when you promised me, but that's okay. I'll take it. So, you know, in the couple of years since you've come, you've done some astonishing things in terms of substantive stuff with both your companies. Let's start talking about space and what you've been doing there.

0:55Obviously you've had some success landing the rocket. You've done a bunch of other things that were people thought you weren't going to be successful. Talk a little bit about the progress you think you've made with SpaceX. Sure. Well, there's a lot of things where I think I didn't think would be successful.

1:11So the most significant thing is being able to land an orbit class rocket, a brew stage, and bring it both back to Cape Canaveral, land and land, and be able to land on a drone ship out in the ocean. There is a bit of an education process that's needed to understand orbital dynamics because

1:40a lot of people are confused of like why the heck are you landing a ship, landing a rocket in a ship in the ocean. That seems pretty inconvenient. And the reason is because that going up and staying up is actually about velocity horizontal to the Earth's surface. So there's a huge difference between space and orbit.

2:04It's like space you could think of as like, say being the international waters boundary for the Pacific Ocean. Like if you go, you know, 100 miles or shore, you're technically out of coastal waters now, you're in the Pacific. So it's like technically you're in the Pacific. But orbit is like circumnavigating the globe.

2:23It's a really giant difference. And the reason that things go up and stay up is because you're zooming around the Earth so fast that your outward radial acceleration is equal to the inward acceleration of gravity. And so those balance out and you have a net zero gravity. So when you see the space station, the thing that's a little sort of counterintuitive is

2:46that the space station is actually zooming around the earth at 17,000 miles an hour. Even though it seems like it's just... It seems really still, you know, but it's moving really, really fast. I mean to put that into perspective, a bullet from a 45 gun, you know, a handgun is just

3:08below the speed of sound. So the space station is going more than 25 times faster than that. And that's what's needed actually to go up and stay up. And that's why there's the term escape velocity, not escape altitude. There's no such thing as an escape altitude. There's only an escape velocity.

3:26You need to be a certain speed to escape the gravity of the Earth. Yeah, you can think of gravity as kind of a funnel in space time. So think of like a coin funnel. final. It's very much like that, but it's obviously a sort of four-dimensional coin funnel. If you spin a model, or a coin, on a coin funnel, when it's far out, it sort of

3:52spins slowly, and then as it gets closer, it spins faster and faster. If you were to start at the bottom of the coin funnel and you wanted to exit, you'd spin it horizontally, and it would spin out, and that's really how you get to orbit. Yeah, so gravity well is like the final.

4:14Why you wanna land on a ship in the ocean? Because in order to get to orbit, all that matters is your horizontal velocity. Your altitude doesn't really matter. In fact, the force of gravity at, say, the phenomenal boundary of space, 100 kilometers, is almost exactly the same as it is on the surface of the earth.

4:40It's a few percent lower than the surface of the earth. So in order to go up and stay up, the only thing that matters is how fast are you going horizontal to the earth's surface? So you have that outward radial acceleration, or think about like maybe like tether ball or something like that.

4:56It's really that outward acceleration is the thing that matters. And so when the rocket is going to orbit, the only reason it's going up is to get out of the thick part of the atmosphere, because at high velocity, the atmosphere is thick as molasses. And so it goes up very briefly.

5:13But if you look at a long exposure of the rocket's trajectory, you'll see it goes up, but immediately curves over and starts going horizontal. And so at the point at which the stages separate, those two stages, the primary boost stage, which is the most expensive part of the rocket, the point at which that staging occurs can be as high as Mach 10.

5:47So it's going away from the launch site 10 times the speed of sound. So in order to get back to the launch site, you would have to have enough fuel and oxygen to reverse out that velocity and boost back all the way to the launch site. And you just don't have the physics of it don't really allow you to have that much.

6:10It's not about saving money on fuel or anything. It's just physically impossible. Because another sort of thing about, if you're in space is that there's nothing to react against. So like whereas an aircraft can circle very easily because it's reacting against air in vacuum, there's nothing to react against.

6:34So the only way to go back the other direction is to apply just as much energy as it took you to go, if you want to go backwards, you have to apply just as much energy as it took you to go forwards. In fact, well twice as much really, because you go to zero it out and then you've got to.

6:47You've got to land elsewhere. Yeah, so bottom line is this thing is zinging out to zinging out to see it super at 10 times fast enough for it. That point, it may well be over the ocean because the ocean covers most of the... Oh, it's actually... The point of separation, it's not that far away.

7:02It's maybe 100 kilometers away from the launch site, but it is going like hell in the opposite way from the launch site. So the only way to really land it is to have it continue on that arc, that ballistic arc, and then land far out to sea on a ship that's pre-positioned to a particular latitude and

7:26longitude, very precise to within about a meter. And then the rocket will then go from vacuum through rarefied air at hypersonic velocity. So when it's in vacuum it has to, obviously you can't use aerosol surfaces, you have to use nitrogen jets to control the attitude and position.

7:50And then as it starts to encounter the air, we use grid fins because grid fins looked like a waffle. That they work quite well across a wide regime from both very high velocity hypersonics through supersonic, transonic, and subsonic. So it's hard to have arrow surfaces that work well across that entire regime.

8:17And then, so once the arrow forces become high, it uses the four grid fins to sort of control its attitude. To land it, so. Yeah, it's controlling pitch your end roll with the grid fins. And then once, and those grid fins will then position it to where it's fairly close to the ship and then it will light, in this case, three of the nine engines to arrest the velocity and then drop to one engine

8:49for precision right before landing. Right, OK. Super hard. Super hard. Maybe a bit of a long explanation. OK, what we're going to get to is that's super fucking hard. There's a video. So why is that important? Why has that this moment been important for you? Well, so in order to reuse the boost age, which is about 70% of the cost of the rocket,

9:15so that. Which cost is that? How much is that? Well, I mean, it's sort of on the order of $30 to $35 million. Right. So you want to save that? Yeah. I mean, it's like, I try to tell my team, it's like, imagine there was a pallet of cash that was formatting through the atmosphere.

9:33it was going to burn up and smash into tiny pieces, would you try to save it? Right, right, right. Probably yes. Yes, okay. Yeah, that sounds like a good idea. Right, okay. -huh. So, so yeah, so we want to get a bag. Right. And that way we don't have to make another one. Right. And I think it's quite tragic if rockets like get smashed into tiny pieces and land the

9:57part of the aircraft. So can I ask a question? We've been going to space for, what, 50 years or something like that. Nobody, until you started doing this and Jeff Bezos' company has done it, the government never sort of saved the rockets. They never saved the palette of cash. Why not?

10:17And the Russians didn't either. I mean, well, it wasn't a real air. Yeah, I mean, there was some attempt to do that with the space shuttle, but there was no return. It's the first time that a rocket beast has returned to launch site from an orbital mission, and certainly the first time that there's been a landing on a ship out to see.

10:34But the regular rockets that weren't designed like planes never tried to do this. Right. The plane thing is not a good idea in my view. So the plane, and the reason I think it's intuitively it seems like a plane should work, but actually If you consider that really every mode of transport has a design that is appropriate to its medium.

11:01And if you're in space, wings are not very useful, because there's no air. And then if you want to go somewhere other than Earth, there's also no runways. So these are important considerations. So that's why when they went to the moon, they used propulsive landing. Right. But what I'm saying was when they built the space shuttle, it sort of was like a, looked like a kind of bulb.

11:32I think that appealed to Congress. Yeah. Yeah. Yeah. In my school. It's cool. Yeah. It's like an airplane. Can you explain the, you know, Jeff Bezos. Good one. Jeff Bezos was here last night and I asked him, what's the difference from what you're doing and what Elon Musk is doing?

11:48And he said, well, I think you were like-minded in the general sense of it, and then he went on to explain some differences. Do you? But he talked about, and correctly if I'm misquoting him, but I think he was saying, this is all about laying the foundations of being able to do greater things by getting the basic infrastructure of being able to reuse these rockets down right.

12:18Do you, is that correct? Do you have a similar starting point from him and your thinking process? I think there's certainly some similarities of opinion. I think both Jeff and I believe that is important to the future to be a space-braying civilization. And ultimately, you'd be out there among the stars.

12:35And I think that's the exciting, inspiring future that I think certainly people in this room want. Well, particularly after seeing that the asteroids are going to destroy this planet. I mean, I mean, I don't. I mean, I don't view it as, you know, we want, we, I mean, I think what, when I say, you know, multi-planets species, like that's really what we want to be.

12:57It's not like, you know, still being a single planet species, but moving planets. It's really being a multi-planets species and having civilization and life as we know extend beyond us to the rest of the solar system and ultimately to other star systems. I think that's the thing, that's the future that's exciting and inspiring.

13:16I think that's what, you know, I think, you know, any kind of, any things like that to make, to be glad to wake up in the morning. You know, like life, life can't be just about solving problems. Like they have to be things that are inspiring and deciding to make you glad to be alive.

13:31So what, in the immediate timeframe, what is your goal for SpaceX, now that you've done this, which is a huge accomplishment, what is the plan for you in the immediate time and then the longer range? Sure, so we plan to re-fly one of the landed rocket boosters hopefully in about two or

13:56three months, something like that. And then that will be an important milestone. So far the stages are looking quite good. Even though they come through quite, there's a really difficult entry situation, but they're looking, like they're in good shape. And we now have four of them.

14:19So we wanna start reflaying them towards the end of summer. And then hopefully by the end of the year, we'll be launching Falcon Heavy, which will be the most powerful rocket in the world by more than a factor of two. So Falcon Heavy is, will be on the order of five million pounds of thrust on lift torque, which is about two thirds the size of a seven five.

14:44Oh, really? Yeah, so that's the rocket that took the astronauts to the moon. Right, exactly. So in fact, launching from the same pad. From the Apollo 11 pad. Wow. That's amazing. So you're going to launch that Falcon Heavy by the end of this year, you see? Yeah, that's our aspiration.

15:02Now, that's somewhat of a delay from when you first hope to launch it, right? Yeah, but the I mean it's not like we had a lot of pressing customers who wanted us to launch it In fact the first launch will will not have any operational satellites it'll be a demonstration launch and

15:22The first operational flights where customers actually want us launch it or next year Where is there's there's a lot of customers who want us to launch Falcon 9? So about a quarter of our flights are for NASA, but three quarters are for commercial satellites, of broadcasting communication satellites, or science missions for other countries.

15:47And there's quite a backlog. And we had an issue with the rocket last year, so that part of that is six-month hold in our schedule. So we sort of backlogged on our launches, and we're trying to get them out as quickly we can and service our customers. So the launches will take place every two to four weeks.

16:10It was quite a high launch cadence. That's a much faster cadence than NASA had, right? Yeah, it'll be more launches than anything else in the world. So more than Russia, more than Europe, more than China by next year, certainly. And largely to deliver customers, Yeah, it's, it's, it's a lot of broadcasting communication satellites that are going to

16:33geosynchronous orbit. And, and then there's, we're, we'll also be launching the new iridium constellation. So that radium's got a next generation constellation of satellites, I think 60 or 70 satellites, quite, you know, decent sized satellites. That'll be, I think many orders of magnitude improvement over the current radium system.

16:57So we'll be able to have global broadband. So that'll be a whole bunch of launches. And then next year, we'll be flying Dragon Version 2, which is the one that's capable of taking up to seven astronauts to the space station. And in fact, Dragon 2 really is a propulsive lander as well.

17:21And it'll be the, it's intended to carry Ashland's Space Station, but it's also capable of being a general science delivery platform to anywhere in the solar system. So where are you going with it? We're gonna send one to Mars in 2018. Now, let's talk about 2018, that's for sure.

17:43Yeah, a couple years. Now, will you be on that flight? No. You have talked about this, you said you don't want it, You want to die on Mars just not on landing, right? Is that correct? Well, I mean, I think if you're going to choose a place to die, then Mars is probably not a bad choice.

18:01All right. But you're not ready. It's not some sort of Martian death wish or something. But yeah, I mean, you're going to be born on Earth, die on Mars. So sending this up to Mars 2018. Sending this up to Mars 2018, when will someone like you get there from your plans? Sure, so the 2018 mission would be a Dragon version two.

18:26And that I wouldn't recommend traveling to Mars in that. Because it has the interior volume of a large SUV. OK. The trip for a dragon would be on the order of six months. It's a long time to spend in an SUV, I think. It can be done, but not probably not ideal. And it also doesn't have the capability of getting back to us.

18:57That seems more important than the space of... Yeah, we can put that in the fine print. Yeah. Sorry. It's like the side effects in a drug ad. By the way, we cannot get back to Earth. Yeah. We saw the movie. We saw what happened. He got back. Yeah. So I actually enjoyed the movie.

19:17So do you think he could have gotten back like that? There was that plausible? Well, I thought there was some connection. It was mostly, it was like 80% scientifically correct. They did connect a series of improbable events. Such as? Well, I mean, I don't think you can sort of just take off from Mars on an unguided rocket, really.

19:37And then hurt your finger on the space suit and navigate to a space ship. Right? Yeah. Not impossible, just extremely unlikely. So the standard volume. But if you're Matt Damon, maybe? Maybe. You have some mad skills, for sure. So when will people like yourself get there? And I assume you'll be first in line for that.

20:02Yeah, so I later this year in September at the IAC, which is the big sort of world space conference, industry-based conference, I'm going to be presenting the architecture for Mars colonization. So I think what really matters is being able to transport large numbers of people and ultimately

20:26millions of tons of cargo to Mars. And that's what's necessary in order to create a self-sustaining, not really self-sustaining, but a growing city on Mars. I'm curious. Have you bent a space yet? No. Why? And you could just go up right for a little bit or not. I could I suppose yeah why haven't you like walk around the world something or

20:51Yeah, probably will well you do a moon test before you go to Mars Yeah, I've never like probably I'm gonna go to orbit in four or five years Is it like that but again space and orbit are very different things, but on the Mars thing would you send up? two or three Whether it's you or not, I kind of would prefer it if you tried it frankly, but

21:15Because it would be exciting but would you send up some people before you do this whole architecture for Colonizing Mars just a handful of people to kind of see what I mean the basic game plan is like we're gonna send Emission to Mars with every Mars opportunity from 2018 onwards, so and they occur approximately every 26 months

21:38So, you know, we're establishing cargo flights to Mars that people can count on for cargo. And it's like I said, the Earth Mars orbital rendezvous is only every 26 months. So it's one in 2018, that would be another one in 2020. And I think if things go according to plan, we should be able to launch people probably

22:08in 2024 with arrival in 2025. Is that a more certain schedule than United Airlines? Well, I don't know. Well, he's been on that idea. Certainly he's associated with that. So, I'm going to show... Anyway, that's the game plan. Like, approximately 2024 to launch the first of the Mars on your transport system, where

22:39I want to get back to what you said earlier about a multi-million. This will be a very big rocket. Okay. Very big, bigger than the Saturn fire. Yes. Twice as big or what? September. I'll tell you. Not going to say anything until September? Come on. Very big. Come on. Has to be very big.

22:57How big is very big? So big. Do you think we should abandon the Earth at something? No. No, I think that's great. But you have said things. Oh, do you have an Earth? It's really nice here. You've said things about we may have to abandon the Earth, so it's good to have a Plan B instead of the Earth.

23:19No, that was amazing. That's amazing. I think that's amazing. I don't know, but it wasn't me. All right, OK. It wasn't me, like Shaggy. So let's move to things on this Earth. Let's move to Hyperloop Tesla, other things. Let's talk about Tesla first. Where do you feel like the company is at at this point?

23:40And there's been lots of activity in self-driving cars, autonomous, autonomous. How do you look at how everybody's jumped in? Google, Apple, others. And all the car manufacturers. Yeah, I mean, there have been so many announcements of like autonomous EV startups. I'm waiting for my mom to announce one.

23:59It's like mom, you two. I mean, there's a lot. So yeah, I mean in the US alone, there are four, I think maybe five China-funded EV startups

24:20at the billion dollar plus level, like, serious funding. And there's a bunch of startups and then of course the car industry as a whole seems to be moving in that direction. Volkswagen just I think announced a huge battery factory that they're going to build. And I think these are all good.

24:41It's good for the industry to be moving towards sustainable transport as quickly as possible. We open-source our patents to try to be helpful in that regard. And it's encouraging to see all this activity. From a Tesla standpoint, we want to take the set of actions that are likely to accelerate

25:06the event of sustainable energy. So scale up production as fast as we can. So we accelerated plans for the Model 3 by two years. So we want to try to get to half a million cars in total in kind of the 2018 timeframe, which is an aggressive schedule, but I think achievable. And there may be a million cars a year by 2020.

25:34And, you know, I can see it, like I think a pretty clear path to get there. Autonomy is obviously extremely important. People are going to want to autonomy. It's going to be odd to have a car without autonomy in the future. So I think that's where it's scaling up. How do you look at all these efforts, not your mother?

26:00But she's not going to do it. She may do a rocket situation. But how do you look at each of them? Let's go through them. What Google is doing? How do you assess what they're doing when you're looking at it? Because there'll be competitors at some point. These are all eventual competitors.

26:17What Google's done a great job of showing the potential of autonomous transport. But they're not a car company, so they would potentially license their technology to other car companies. And I think they announced something with the Fiat. And so I wouldn't say, you know, Google's a competitor,

26:40because they're not a car company. We would compete with somebody, perhaps, with their license technology, too, but not to them directly. Apple? Yeah, that'll be more direct. That'll be more direct? Yeah. You can tell by the hiring pattern and that kind of stuff. So what are you, OK, so they're going to be more direct.

27:00I'm going to hire a lot of people. How do you assess it? I mean, I say like, I think it's great that they're doing this. And I hope they have a work style. What's the time frame from them, do you think? I don't know. I think they should have embarked on this project sooner, actually.

27:38But I don't know when they have, they don't share with me the details of their production plans. But I don't think it's going to be, I don't think there'll be an evolving production sooner than maybe 2020. I don't be like the soonest. And that's, is that too late? We say they should have embarked sooner.

27:58Is that because 2020 would be too late to stop you or beat you or beat with you? What? It's just like it's a missed opportunity. It's just that they, it's, it'll be over by 2022. No, no, it's just like it's a couple of years. I think they'll probably make a good car and probably be successful.

28:19The car industry is very big. So it's not as though there's, you know, one company to the exclusion of others, and there's like a dozen car companies in the world of significance. So the most that any company has is approximately 10% market share. So it's not like somebody comes up with a car and they're suddenly like, they kill everyone else.

28:44It's not that way. And the sheer scale of automotive manufacturing is just hard to appreciate until you see the plants. I mean, they're gigantic. Yeah, I have seen the plants. Yeah, I mean, the sheer size of the industrial infrastructure is staggered. Not just the assembly plant, but everything else that goes.

29:05Yeah, the supply chain, exactly. The assembly plant is just a little tip of the iceberg, really. The assembly plant is literally a tip of the iceberg. Phenomenal. The supply chain is, once you go to tier two, tier three, two or four suppliers. That's probably an order of magnitude more than the final assembly.

29:24So you think Google will not be a competitor after probably will be a direct competitor? Yeah, sure. What about the car companies? I think they'll be competitors. Yeah, sure. Who do you see out there that has done a nice job so far? Mercedes or a flop? G&M? Of what? A competitive car.

29:44Of the incumbents. potentially competitive car. I mean, I don't think anyone's, any of the car companies thus far have made a really great electric car. I mean, you tell me if you disagree. But I don't think yet that any of them have made a great electric car. They presumably will continue to improve on what they've done so far.

30:10And then at some point, they may make a car that's a great car. They haven't done that yet. Can I ask you about batteries for a second? Oh, yeah sure. So you're building this gigafactory, right? It's built. Well, it's not completely built. OK, but part of it's up and running. A big truck of it's built, yeah.

30:30Part of it's up and running. It's a really gigantic thing. Like when the gigafactory's done, it'll be the largest footprint building of any kind in the world. Of any kind, not just factories, it literally of any kind. What is this? The largest rocket, the largest building. I mean, I think it's not scale for scale sake.

30:46It's just like if you say, well, we want to accomplish these goals, then you kind of have to make a big thing. Okay. You've got this big thing. It's this big giant building. It's going to make batteries. The batteries is going to make our lithium. We're going to have an opening.

31:04Well, it's not taking an opening party since it's been operating for a little while, but we're going to have a party soon. You guys maybe want to come. Okay. All right. It's good. We'll come to the battery party. I love it. Right just this is crazy. No, this is like an alien dreadnought. It's really nutty because I love a battery party, but yeah

31:22Right, but but but talk about where it's got these lithium ion batteries. Yeah, sure so they're the same batteries that's in our phone. No Explain please explain. Yes So let me have you made a battery breakthrough is something I'm interested in Yeah, I mean generally the I mean there's there's so much nonsense out there about batteries like about you can believe about 1% of what you

31:44read on a, you know, maybe. Lithium ion covers a very broad range of technologies. And you can have an enormous difference in the power density and the energy density and the cycle life between one chemistry and another. They can be really enormously different. So what you really actually want to ask is what is the cathode cathode and what is the anode?

32:14Right. So in our case... That's right. Okay. I just put it in the... The lithium is actually 2% of the cell mass. So it's like the salt in the salad. It's a very small amount of the cell mass and a fairly small amount of the cost. It sounds like it's big because it's called lithium ion, but it really...

32:37Our battery should be called nickel graphite, because it's mostly nickel and graphite. OK. It's nickel, cobalt, aluminum. But battery. You know the little things in graphite with a silicon oxide layer. Battery efficiency or power, the power that you can store in a certain mass seems to be moved very slowly, at least compared to where used to be Moore's law pushing.

33:02Integrated circuits faster. Batteries kind of are always in our consumer devices, always lagging behind. In your, you've built this giant thing, the biggest building in the world has ever seen. It's not fully built, but yes, it's. You're building it. Pretty big chunk is built, though, yeah.

33:17The biggest building in the world, yeah, yeah. To make batteries. Your whole business depends on batteries in these cars. Have you figured out a way to do some significant increase in the yield of energy from a given amount of space in the battery? Well, yeah, I mean, the energy density is increasing,

33:41sort of maybe on the order of like 5ish percent per year. And it doesn't sound like much, but you add that up over a number of years with compound interest, it ends up being quite a significant number. And a lot of people sort of think that, oh, we just sort of cobbled together some laptop batteries and somehow made a great car.

34:02And if it was that easy, then I think we would have quite a few competitors who did the same thing. But it's really quite a lot harder than that. It's a cylindrical form factor, but the internals of the battery are quite different from what you would find in Lata. And it will be increasingly different with what's built at the gigafactory, which is highly optimized for automotive and has improved energy density.

34:31But mostly, it's not the energy density that's the issue. You know, you can buy, if you buy a model yesterday, the range is around 300 miles. And that's quite a lot. So it's pretty rare that people really need to go more than 300 miles at a time without stopping. Right. So I don't think we really have a range issue.

34:56And we could make a 400 mile range car today. Like that wouldn't be too big of a deal. What really matters is decreasing the cost per unit of energy of the battery packs so you can make the car affordable. That's actually the important thing. So, there's really two main dimensions along which cost optimization and making something

35:21available to the National Market can be achieved. One is design iteration, going through multiple versions of something, and then the other is economies of scale. You kind of need both of those things in order to make a compelling mass market product. You look at cell phones and how many design iterations have we gone through with cell phones.

35:40And look at the scale at which they're made, which is enormous. And that's what enables everyone to have a supercomputer in their pocket. So speaking of that, the sales, when we're talking about the sales, you have booked how many orders for? It's on the order of 400,000. 400,000.

35:59So obviously, consumer interest and a promise. A lot of it around you, around the idea of you and Tesla and the excitement. They're not booking. It was quite surprising actually. We didn't do any advertising or there was no guerrilla marketing or anything. It was just basically like, yeah, we're going to have this webcast.

36:19There were only about 1,000 people in the audience. And it really caught us by surprise. I think when you have a product that really resonates with customers, the word of mouth grows like wildfire. And that seems to be what it is. Yeah, but it's a little bit. I mean, honestly, in some groups, especially men in Silicon Valley, if you show up in red, like a label of a peanut jar, they'd be thrilled with the situation.

36:44So I mean, a lot of this does base around you, like the idea of you and the excitement around this exciting entrepreneur, is that enough to get it to this massive company you've been hoping to, the idea of this is the Elon promise? Well, I think actually it's not too much. I mean, I sort of, I'm not sure, I think I deserve less

37:10credit than that actually. The, I mean, what Tesla's done, we have a phenomenal team. It was like 15,000 people at the company, worked super hard to create compelling products, to create great cars. And we set up with the Roadster, and then the Model S. And the Model S was rated by Consumer Reports as the best car ever.

37:31The Model X, which has had some teething issues. But I think it's now at the point where it's really starting to, I think it's really, I think, quite sublime at this point. And so people look at that and say, OK, well, If Tesla's made these cars, then probably the next car they make is going to be, you know,

37:54the less expensive one. Also a great car. And yeah, so it'll be a great car but it'll be affordable and it's like great, okay, that sounds like something I want. So this car, this next car, the price is, the- It's starting at $35,000. Okay, affordable. Okay, when is- If you're eligible to this- When do you get to the point of- When do you get to the really affordable, the way down much lower than that?

38:15Yeah, I mean, it's important to point out that $35,000, particularly when factoring the lower cost of electricity versus gasoline, and that the maintenance cost is much less. You don't have to have oil changes. You never need to replace your brakes, because the car uses regenerative braking, so the brakes last as long as the car is.

38:32Basically, you just need to replace the tires, like that's about all. So the operational cost of the car is much lower fundamentally than a gasoline car. And so, and I think the average price for cars for guessing cars is around 30, 32, something like that. Yeah. I mean, there's starting prices that are lower, but when people pick options, I believe it's in around 32 or so in the US.

38:59So we're pretty close to that. But that's your base price, right? I mean, that would be a great car. It would be not be the ASP for the car. No, but it's going to be a great car, even at 35. So even if you order nothing, no options at all, it'll be great. But you're likely to have a mix where the average car

39:17that you actually sell, sells for a little more than that? Yes, probably, it's probably gonna be, yes, probably probably gonna be some higher number. But it's really important to have size like 35, if somebody orders a 35,000 car, they'll be very happy. Like it's not like you need to order a bunch of options in order without which the car is, you know, not good.

39:35That car will have autonomous for 35? I have a, I'm gonna do another Tesla event, Maybe at the end of the year, talk more about that. And say it. Well, so you could start here. It will be real big news if I start here. We don't mind that. Let me just say that we're going to do the obvious thing.

40:06OK. Got it. It's really obvious. So cup holders, good. OK. Brilliant. Those things are nuanced. Absolutely. Let's talk about two more things. I want to talk about AI because we've been talking about it a lot here. Which, I want to get it clear what your thoughts are. Because it's mostly Elon scared of robots.

40:32I mean, that kind of thing. How do you? I don't scared of robots. Artificial intelligence. Can you like clarify exactly what the issue you have now? You deserve the background. We've been talking to Jeff Bezos, Sundar Pichai. We talked to Mark Fields from Ford about it. My chat for you.

40:55Yeah, the Facebook folks. There certainly seems to be, in the tech companies, a big, tremendous new drive or interest to believing there will be all competing for intelligent assistance. It'll make your life better. It's going to suddenly get smart. Microsoft's one is going to get smart.

41:19Google is going to cream them all. It's largely a happy version of this. Sometimes technology hurts you, but not as much as it helps you. That's really. Yeah. So there's been a lot of conversation here about that. And you've staked out a slightly different position. So can you talk about that?

41:35Well, I think my full position would require quite a long explanation. I am concerned about certain directions that AI could take that would be not good for the future.

41:55I think it would be fair to say that not all AI futures are benign. And so if you have something, if we create some digital super intelligence that exceeds us in every way by a lot, it's very important that we have been in. So actually with a few others, I created OpenAI, which is an AI, it's a nonprofit actually.

42:29there's no, I think the governance structure here is important. So you want to make sure that there was not some fiduciary duty to generate profit off of the AI technology that's developed. So we created this 501c3. But it's quite different from a lot of 501c3s are, you know, they don't have a high sense of urgency.

43:00Like they're not like, you know, they're not really sort of developing technology at a fast pace. But OpenAI is. So OpenAI has a very high sense of urgency. I think that the people that have joined are really, really amazing. And the intent with OpenAI is to democratize AI power.

43:30There's a quote that I love from Lord Acton. He was the guy that came up with power corrupts and absolute power corrupts absolutely, which is that freedom consists of the distribution of power and despotism in its concentration. And so I think it's important, if we have this incredible power of AI that it not be concentrated in the hands a few and potentially lead to a world that we don't want.

43:53And what world is that? What do you see for see that when you sit? It's difficult, I mean it's called the singularity because it's difficult to predict what, exactly what future that might be except I don't know a lot of people who love the idea of living under a despot. You know I don't think people generally choose live in a democracy over a dictatorship.

44:16And the despot would be the computer? people controlling the computer. And do you worry specifically about any of these companies I mentioned, who've all seem to now be pivoting toward this? Is the battleground in the next 10 years? I wouldn't name a name, but there is only one.

44:37There's only one you're worried about. And they're not preoccupied with making a car that will compete with you, I assume. There's only one. And what is an interesting thing? It's not about competing. This is sort of like what we put at the point of competing for mutual destruction.

45:01It's not about competing. It's really just about trying to increase the probability that the future will be good. That's all. So the goal of OpenAI is really just to take the set of actions that are most likely to improve the positive futures. You can think of the future as a set of probability streams that branch out and then converge, collapse down to a particular event, and then branch out again.

45:30And there's a certain set of probability associated with the future being positive, and different type of believers of that. And at OpenAI, we want to try to do whatever we can to guide, to increase the probability of the good futures happening. I think that's really what we're trying to do there.

45:46worry that by making this open, some bad actors may use some of what has been developed to do bad stuff with the power of AI. Yeah, I mean that is certainly the good rebuttal to that. However, I think if AI power is widely distributed, then, and there is not, say, one entity that

46:10has some super AI that is a million times smarter than anything else. If instead the AI power is broadly distributed and to the degree that we can link AI power to each individual's will, it's like you would have your AI agent, you would, like everybody would have their sort of AI agent.

46:33Then if somebody did try to do something really terrible, well then the collective will of others could overcome that bad actor. Which you can't do if there's one AI that's a million times better than ever. And it's proprietary. And it's, yeah, it either has its own will or more likely at least in the beginning is

46:54controlled by some small set of people. So I think that's really the risk. I mean, you know, those are those means arguments. Like what's the best form of government? You know, big fan of, I think it was Churchill, like, you know, democracy is the worst form of government except for all the others.

47:13Right. So speaking of that, this election, you are from? Oh, no. No, no, yes, yes. How does that strike you what's happening now? You come to this country, you're naturally so. You know, I think I'm glad that the framework is the Constitution so fit to ensure that the president was

47:34someone who was captain of a large ship with a small rudder. OK. And? There's a limit to how much harm can you give him, President? Are you sure about that? Oh, yeah. Yeah. Yeah. So you're not worried about are you backing in either of the candidates at this point? Try to stay out of this situation.

47:54Because? I don't think that's the finest moment in our democracy. Well, given that it's not the finest moment in our democracy, do you think the best thing is to stay out? Or to get in? I'm not sure what I could do to the worst. I'm not sure how much influence I could have as one person on the outcome.

48:19I mean, if I think I could make a difference, I would probably do something. But like I said, I think I'm just glad that being the US president is like being captain of a large ship with a small rudder. And so that's just a limit to how much good or bad a president can actually do.

48:38Obviously, if a president could make the economy great, and there was a button he could press, they're repressing that button at the speed of light. But they can't. They can't just magically make the economy good. No president wants the economy bad ever. but they, you know, like there's just a limit to how much they can do.

49:03And yeah, I guess there is the nuclear thing, which is the nuclear thing. Yeah, the nuclear thing. I guess there is the nuclear thing. Yeah, but I don't know, I think you'll, I think I don't think we would like just arbitrarily long nuclear missiles. Yeah, one would help. President can do that.

49:22I don't think so. I don't think so. I mean, I think that. He's, no, he's the commander chief. I still don't think that means you can just launch nuclear missiles whenever you want. I think Congress would be quite upset about that. And they might not be consulted. Yeah, but I think the military would be like, yeah, we really think Congress should be consulted on before you launch a...

49:43That might happen. We have to be a strike. Are you willing? You're basing your faith in that, though. I'm quite confident that the military would not just, you know, randomly agree to launching your glen muscles at somebody. Well, that's calming. This is fine. Yeah. So we're going to put up just very quickly and on hyperloop.

50:03You've been involved with it. Your level involvement is what at this point? Yeah. Yeah. I know it's a bit confusing because I am. You talked about it when you were here last time. Yeah. I actually came up with the idea. I came up with an initial idea which would turn out to be wrong, it wouldn't work several years ago.

50:25And then, but I sort of shot my mouth off and said, I click, I have an idea that would work. And turned out that didn't work, but with a lot of iteration I was able to come up with something that where the physics hangs together. And then published the paper and just said, look, anyone who wants to do this is great.

50:43Be my guest. Because I sort of have a plateful running Tesla and SpaceX. Yeah, yeah. And so I think it'd be great to have any interesting new transport solutions, anything that gets people to their destination in a way that's safer, cost less, it's more convenient. That'd be great.

51:07And so I think probably the most valuable thing that the high-blue paper that I published has done is to spur thinking in terms of new transportation systems. So it's not just, oh, let's have a fast train. OK, that's not even as fast as what Japan did in the 80s. OK, well, why don't see what the point of that is?

51:35Like, we should really be trying to think of something that's, particularly in California, like we should be like saying, hey, what is the best? Let's invent something new that's way better than anything else. Do you want to shoot your mouth off about that? So I'm not an investor in any of the companies that are working on it.

51:57I've tried to be neutral because I'm trying not to favor one company over another. But just to encourage anyone that is interested to say that, try to give them moral support. And I hope they succeed. The only thing that I am doing at the HAPLU Fund is that we're holding a student competition

52:18and the student competition is really just aimed towards encouraging students to think about exciting new transport methods. And it's totally cool if they want to do some architecture that's different from what I propose in HAPLU. In fact, the winning team at the student competition that we held earlier this year used a different

52:40suspension mechanism than what I propose, which is I propose using essentially taking the air that pulls up on the nose from the compressor and flowing that through air skis. So you simultaneously remove the drag from the nose and provide a means of suspending the pod. And that's also something that works well even at super

53:08supersonic velocities, you can go, it's been demonstrated up to Mach 1.1 in terms of using air bearings as- But they use something different. Yeah, basically, electromagnetic suspension. And the reason I didn't suggest any kind of magnetic system suspension is that it's very important that the cost of the tube be minimized.

53:36Like you really want, because the pod is cheap, the tube is expensive. So if you want to go say 400 miles and tune two directions, so you've got 800 miles of tube, the critical economic optimization parameter is the cost of the tube. So you want that tube to be as low cost as possible.

53:55And so if you do anything that requires action on the tube side, it's going to make that too much more expensive. So if you use air bearings, it doesn't change. Like that's real cheap. And yeah. So. You think this is going to happen? Yeah, I think something like that. I think something will happen in the future. You know,

54:24I think if the companies that are trying to make it happen now, if for whatever reason that doesn't work out, then you know, I think I'll, you know, I might do something like in the future. I don't want to do something, I don't want to sort of front run them, you know, and say here's this free idea and then meanwhile I go and do it myself, you know, that wouldn't be nice.

54:49So but if they, if much of the companies don't try and it doesn't work out, then I think, I think I'll try to just at least do a demonstration system, yeah. Okay, last question. Do you think tech has gotten more serious? How do you look at the tech landscape as someone who's well known?

55:09You probably qualify as a visionary. The concept, what do you imagine we are right now in the tech space? And then we'll get to questions from the audience. I think there's a lot of innovation happening in many different areas. The advancements in AI are quite astonishing. The advancements in genetics are amazing.

55:34So I think that there is a lot of innovation going on. I think that there's probably a few too many talented entrepreneurs in kind of the internet space and I think their talent actually would be better served in some other industries. But I do think that, I mean I don't think we're like facing some sort

56:00of low innovation period or anything like that. I think there's a lot of innovation going on. they need to move to other. I just think that if you had some ideal distribution, it would probably be fewer. Like there's just a lot of talent focused on the internet, and probably some of that talent would be better

56:20to have some of that talent in other industries. That's about all. But there's a tremendous amount of innovation that's happening. It's something that I think is going to be quite important. And I don't know if a company that's working on it seriously is a neural lace. So going back to the AI situation,

56:53this is quite an important debate. If you assume any rate of advancement in AI, we will be left behind by a lot. And so then we could be in a benign situation. If you have ultra-intelligent AI, so far below the main intelligence that it would be like a pet. Like a cat. Like a cat.

57:27Like a cat. Like a cat. Like a cat. Like a cat. Like a cat. Yeah, we like the house cat. Right. And yeah, that's the end of the world. You know, sort of. Well, you've seen the movie. It could be. It could be. Could be. You know, so that, honestly, that would be the benign scenario.

57:45So house cat is okay. I mean, I don't love the idea of being a house cat. Okay. But what's the solution? Yeah, so I think it's two, essentially, I think one of the solutions. The solution that seems maybe the best one is to have an AI layer. If you think of your limbic system, your cortex, and then a digital layer,

58:19sort of a third layer above the cortex that could work well and symbiotically with you. I mean, just as your cortex works symbiotically with the olympic system, your sort of a third digital layer could work symbiotically with the rest. This is something that's surgically inserted or bred into the species or what?

58:44The fundamental limitation is input output. So we already have, we're already a cyborg. It's just that, I mean, you have a digital version of yourself, a partial version of yourself online in the form of your emails and your social media and all the things that you do. And you have basically superpowers in that with your computer and your phone and the applications that are there.

59:11You have more power than the president of the United States had 20 years ago. you can add to any question, you can video conference with anyone anywhere, you can send a message to millions of people instantly, you know, you just do incredible things. And, but the constraint is input output.

59:36So we're IO bound. Particularly output bound. I mean, like your output level is so low, it's like particularly on a phone, like you're two thumbs just sort of tapping away. This is ridiculously slow. Our input is much better because we have a high bandwidth visual interface to the brain.

59:56Like our eyes are taking a lot of data. So there's many orders of magnitude difference between input and output. So, mostly, effectively, merging in a symbiotic way with digital intelligence revolves around

1:00:18eliminating the I.O. constraint. So it's some sort of direct cortical interface. And you called it a neural... Neural-lace, yeah. It's totally not go over glass, right? No. I'm talking about something which... But did you wear it? No. I mean, it would be... I mean, there are a few ways to

1:00:46approach this, but some sort of interface directly with your cortical neurons, particularly. But doesn't that apply surgical insertion? Not necessarily. You could go through the veins and arteries because that provides a complete roadway to all of your neurons. Your neurons are very heavy users of energy, so they need high blood flow.

1:01:06So you automatically with your beans and arteries have a road network to your neurons. Still some kind of surgery, right? Yes, but you could insert something basically into the jugular and have... It gets in the car, but... It sounds really easy and... It doesn't involve, it doesn't involve, you know, like, chopping your skull off or anything like that.

1:01:32Yeah, and plus you're not a house cat anymore. Not a house cat, so. I mean, essentially, if we can figure out how to establish a high band with neural interface. With ourselves. With your digital self, effectively. Then you're no longer a house cat. All right. No, I just one closing thing.

1:01:59I mean, I think that's probably the best outcome, I think. Are you interested in exploring this possibility that you have just laid out? Somebody's got to do it. I'm not saying that I will, but somebody's got to do it. I mean, somebody should do it. And if somebody doesn't do it, then I think I should probably do it.

1:02:22And the goal of this is to prevent there being an external AI, particularly one controlled by a small group of people that could be so much more powerful and intelligent than we are that they have to get. It would be a god-like situation. Situition. This has been really cheerful.

1:02:41Thank you. But if we can establish that. I was worried about asteroids at the beginning of this. I mean asteroids are a low probability existential threat on the time scale that's relevant to us. Okay. Okay, this is different. This requires urgency. So what do you do for fun? Yes, this is much more energy.

1:02:59What do you do for fun, fun? What do you do, anything? I play video games with my kids. All right, that sounds good. Let's get some questions. Elon, Elon the house cat. Much movies, you know, I think. Almost like that. Why don't we start over here? Yeah, hi. I think this last question just did that.

1:03:18I want to know how do you live through this stress that kind of conversations we just heard that you went through and kind of ambitions that you carry and then how do you adjust to the everyday work, life, balance, et cetera, things that in your life. So a little bit of your personal side, actually.

1:03:35You're very busy. How does that work? Yeah, I mean, I am sort of in kind of work triage mode a lot of the time. So I know it seems to be, as long as there's not like a crisis simultaneously at SpaceX and Tesla, it's OK. But companies are, I mean, the situation in any given company,

1:03:56particularly if it's sort of growing fast and sort of quasi-startup, it's somewhat sinusoidal. So I mean, it's okay if the waves don't crest together. When that does happen, then that's a huge strain. Right now things are like, you know, motoring along okay. And I have like the context loaded for both companies, and I can look sort of see a path to a good outcome.

1:04:23So I feel pretty good right now. But they've been super stressful times in the past. And then I always try to reserve time for my kids because I love hanging out with them. Like, I mean, kids are really great. I mean, they're like the 99% of the time they make you happier. Their kids are awesome.

1:04:47Yeah. Then there's that 1%. 1%, you know, like, yeah, 1%. But like, it's of anything in my life, I would say kids by far make me the happiest. I don't know. I agree. Yeah, that's great. I agree. Yeah. That's true. So hang out with them. So like, no, like things like, a lot of times kids are kind of in their own world, so you don't need to like, they don't want to like talk to their dad for hours and end, generally.

1:05:12I've noticed that. Yeah. So like, so I can be in the same room with them. They can talk to me from time to time. But I can get some emails done, get some work done, and then whenever they want to talk to me, they can. And then we try to do things like travel places. And actually, we play video games together.

1:05:36Or actually, on Monday, we went to the new Harry Potter land at Universal, which was quite fun. So I think that that- Nobody from the university just clap. Yeah. Whoever was in charge of Harry Puddland did a great job. It's really good. Yeah, it is good. I highly recommend it. Yeah.

1:05:55The Butterbeer is amazing. Yeah, I was just saying the Butterbeer is amazing. Yeah. Okay. Right here. Over here. Hi, my name is Evan Burns and the founder of Odyssey. And I hope into the future to be in something in the space industry. And my curiosity is you've talked about SpaceX getting in many different businesses.

1:06:11For example, Global Wi-Fi, through launching many satellites. Do you hope SpaceX becomes a platform for others to launch businesses, or do you see SpaceX being a business that launches many business lines? Well, I mean the general strategy of SpaceX is to, like we clearly need a lot of money

1:06:30in order to develop the transport system to establish a city on Mars. So we're like kind of gathering revenue, like Earth-based revenue that's, we're trying to maximize Earth. Is there some other revenues? Well, right now it's only Earth. So we've got to maximize Earth revenue as it relates to space, as it relates to rockets

1:06:55and spacecraft. But I think what, assuming SpaceX is able to transport large numbers of people and goods to Mars. an enormous enabler for entrepreneurial activity on Mars because there's going to be so much to do. Everything from creating the first iron ore refinery to the first pizza joint to something

1:07:18that doesn't even exist on Earth. It's kind of like when the Union Pacific crossed, everybody thought, what a stupid idea. There's nobody living in California. Well, okay, now there's quite a lot of people living in California. So just having, you need the transport link. And so what SpaceX is trying to do is establish a transport link and then try to create a fertile

1:07:45environment for entrepreneurs on Mars to flourish. And I think that will be an amazing expansion of entrepreneurial life. How long would it take to deliver a pizza from Mars? Well, it's going to be a little cold, I think. But, I mean, we can certainly see a way to get to Mars in under three months.

1:08:07And I think ultimately you'll be able to get to Mars in under a month. It does get exponentially difficult as you reduce the time. But three months is a way to think of it. And I think that's probably, you know, that's really where SpaceX will, I think, create a a great environment for entrepreneurial potential.

1:08:27Thanks. Nila? I hope Domino's does not get to Mars. Please don't let it. But I was going to fill up special Mars. I said what it would be. I'm assuming you're the king of Mars. Nila. So you're obviously very ambitious. That's led to some really ambitious deadlines that have been missed.

1:08:47So Falcon Heavy was originally 2012. The Model X was a little bit delayed. the Model 3, the Model X was delayed, the Model 3 seems to be stretching, but the Model 3 in particular is a consumer product. You're taking money from people against a really aggressive production schedule and

1:09:05a huge amount of orders. What are you going to do to hit your deadlines on that because it's real consumers this time in a big class of people? I think the biggest thing is just designing the car for manufacturing. So in the case of Model S, like the Model S was the first time we'd really built a car,

1:09:29a whole car. Like with the roads to Lotus, to the body and chassis, we did the powertrain, then we did the sort of final installation of the powertrain to the chassis. But the Model S was the first time we made a car. So we were just trying to make a great car, but we had no idea what it meant to design

1:09:44something to be manufacturable. So the Model S is super hard to make and then the Model X is both of the Model S platform except it's got a bunch of other WIS bank technologies that make it even harder to build. So, you know, so, like, I mean, definitely we want to do the opposite of what we do with the X, which is make something that is going to

1:10:08be a lot simpler but still a car that people will love and where every design decision is factoring in the manufacturability and making sure that when we design something that you can manufacture at volume at an affordable price on the schedule that we're targeting. One of the things that makes a car very difficult particularly if it's a new car is that it's

1:10:37an integrated product with several thousand unique components. So we are somewhat at the mercy of whatever the slowest component is, whatever basically, if you say go to tier two and three suppliers, they end up being several thousand suppliers. So things move as fast as the least lucky and least competent supplier. But just, and you can think of

1:11:01like any natural disaster you care to name, all of those things have happened to our suppliers. If factory has burnt down, there's been an earthquake, there's been a tsunami, there's been massive hail, there's been a tornado, the ship sank, there was a shoot out of the Mexican border, no kidding, that's laid trunk carpet at one point.

1:11:27And we couldn't get in like the border patrol wouldn't give us the truck, because it had a bullet holes in it. We just wanted our trunk carpet. Like it's pretty safe. It's like no cocaine or anything. It's good. But you know, that's shut down the brush line as an example for several days.

1:11:48So that's the biggest issue. Like the supply chain stuff is really tricky. We're trying to anticipate as much of that as possible, increase our optionality so that there's more internal capability at Tesla. that we want to do things internally, but if a supplier is unwilling to deliver the part,

1:12:10we can quickly make that internally. So I think the whole company is geared for that. And I mean, right now it looks like we should be able to do that. We expect to, I mean, almost all of the Model 3 design is done, and we're aiming for pencils down basically in about six weeks, complete pencils down.

1:12:42And we're tabling all, you know, like if there are ideas for future cool things, we'll have it in version 2, version 3, in our future years type of thing. So overall, I feel pretty good about it. And I particularly am major. So a lot of partners have been very supportive and are on board.

1:13:08I mean, I should say, when I sort of cite a schedule, it is actually the schedule I think is true. It's not some fake schedule that I don't think is true. So, I mean, you know, it's never, you know, it's maybe delusional. That is entirely, you know, possible news happen from time to time.

1:13:36But it's never, you know, some knowingly fake deadline ever. So, is there an event in six weeks where you're going to announce autonomous driving is included in the pencils down plan for the Model 3? not expecting any event in six weeks. Josh. Hi. This is kind of a weird question.

1:14:04I feel like you would be the guy with the right answer for it. There's sort of a philosophic concept that a sufficiently advanced civilization will be able to create a simulation. Yeah, maybe you've answered this before? A simulation. I've had so many simulation discussions. It's crazy.

1:14:22OK. Because in fact, it got to the point where basically every conversation was the AI slash simulation conversation. And my brother and I finally agreed that we would ban such conversations if we were ever in a hot tub. That was like, because that really kills the matter. Or not a tub.

1:14:41So the idea is, right, any sufficiently advanced civilization could create a simulation that's like our existence. And so the theory follows that maybe we're in the simulation. Have you thought about this and a lot? Are we? Are we? Even in hot tub. So much so it had to be banned from a hot tub.

1:15:04Okay. It's not the sexiest conversation. Are we in? Are we in? I think here's, in my mind, the strongest argument for us being in a simulation, probably being in a simulation, I think is the following. But 40 years ago, we had Pong, like two rectangles and a dot. That was what games were.

1:15:31Now 40 years later, we have photo-realistic 3D simulations with millions of people playing simultaneously and it's getting better every year. And soon we'll have virtual reality, augmented reality. If you assume any rate of improvement at all, then the games will become indistinguishable

1:15:52from reality. Just instinctable. Even if that rate of advancement drops by a thousand from what it is right now, then you just say, okay, well, let's imagine it's a ten thousand years in the future, which is nothing in the evolutionary scale. So, given that we're clearly on our trajectory to have games that are indistinguishable from reality and those games could be played on any set-top box or on a PC or whatever and they would probably

1:16:23be billions of such computers or set-top boxes, it would seem to follow that the odds that we're

1:16:36in base reality is one in billions. Tell me what's wrong with that argument. Is the answer yes. The argument is probably. I mean, I just like, is there a flaw in that argument? I mean, but someone, I'm not sure what the error is. No, no, the argument makes sense. So the assumption then is that somebody beat us to it.

1:16:56And this is a game. No, no, there's a one in billions chance that this is based reality. Oh, OK. What do you think? Well, I think it's one in billions. OK. That seems to be clearly what it suggests. And actually, arguably we should hope that that's true, because otherwise if civilization

1:17:21stops advancing, then that may be due to some calamities event that erase the civilization. So maybe we should be hopeful that this is a simulation, because otherwise... Because they could reboot it. Otherwise, either we're going to create simulations that are indistinguishable from reality or civilizational cease to exist.

1:17:42Those are the two options. I like those odds. Okay. It's unlikely to go into some multimillionaire stasis. So it's either going to increase or decrease. Hi, I'm G.T.Patel from Box. Two part question for you. One is, if you think about fully autonomous vehicles, of pass through regulatory approvals, have passed through in-city driving and traffic

1:18:10conditions, how far do you think from a time frame perspective we are for that becoming reality? And number two would be the second part of that question is how far before, how long before you think it's either illegal or extremely prohibitively expensive for humans to drive on the road?

1:18:31Well, I mean, I think I really would consider autonomous driving to be basically a solved problem. Even in cities like Beijing and... Yeah, yeah, actually this... There's really only one area where it's like a little dodgy, and that's basically if you're at roughly 30 to 40 miles an hour

1:18:56in open environments, which is that's difficult to achieve in Beijing. It's like heavy traffic. In dense traffic situations, autonomy is really easy, because you can just maintain a set distance from various cars. It's actually quite, quite easy. You aren't very unlikely to run anyone over.

1:19:15You're just not moving fast enough, and you can break in time. On highways, particularly highways that are barriers, so that you don't have pedestrians. That's also relatively easy, and like a Model S and Model X, at this point, can drive autonomously with greater safety than a person right now.

1:19:34That's a question. My point is when does it get to be where you don't need to be sitting behind a vehicle, and actually the way that society starts expecting this is? I can have my 75-year-old mother, who doesn't speak any English or doesn't drive, be able to be transported from point A to point B by just sitting in a car by herself and being taken.

1:19:53I know it's technically possible, But how far do you think the regulatory approvals are for that happening? I think we're basically less than two years away from a complete autonomy. Well, that. Complete. Safely than a human. However, regulators will take, I think, at least another year,

1:20:15at least another year. And to pick, is it going to depend on which part of the world you're in? Because they will want to see billions of miles of data to show that it is statistically true that there is a substantial improvement in safety if something's autonomous versus not autonomous.

1:20:33I don't think that regulators will accept something that's close to, that's sort of approximately as good as a person. I think they'll have to be at least twice as good as a person, maybe five or 10 times, you know, better in terms of safety. And that will have to be a statistically relevant data set. So like billions of miles over widely differing roads and

1:21:00situations. So yeah, you know, I think it's like probably three years before it's from a regulatory standpoint but less than two before it is technically possible. And do you think there's a day when it's illegal to drive for humans or, you know? Well I mean we live in a democracy so presumably that would be a function of of the population deciding.

1:21:29I mean, I'm not in favor of banning people from driving cars, like I'm in favor of freedom and not restricting what people do. Yeah, but maybe the requirements for a license will get more stringent. I think that seems like maybe a good move, so you have to demonstrate a higher level of skill to drive in order to be allowed to manually drive.

1:21:56Very last question. This is the last question. I'll make it a good one. But Elon has to go. I'm going to make it a great question. Thinking about life on Mars again, how do you think about cultural unification, systems of government, rules of law, establishing those very early on?

1:22:15Well, I think I just declared King of Ma's a moment ago. Yeah. I like that. Yeah. Take it. Yeah, thank you. Thank you. So I think most likely the form of government en masse would be a direct democracy, not representative. So it would be people voting directly on issues. And I think that's probably better because the potential for corruption is substantially diminished in a direct versus a representative of democracy.

1:22:51So I think that's probably what will occur. I think that some, I think, I would recommend like some adjustment for the inertia of laws is what would be wise in that it should probably be easier to remove a law than create one. I think, you know, this is, I would just be like, let's just, I mean, I think that's probably

1:23:17good because just laws have infinite life unless they're taken away. So I think my recommendation would be like something like, let's say, 60% of people need to vote in a law, but at any point greater than 40% of people can remove it. And any law should come with a built-in sunset provision.

1:23:37If it's not good enough to be voted back in, maybe it shouldn't be there. So that's the framework for the government on Mars. I mean, those would be my recommendations. is a direct democracy where it's slightly harder to put laws in place than to take them away and where laws don't just automatically live forever.

1:24:00You'll be a good king. Thank you. Thank you. Thank you. Thank you. Thank you.

从现场发言里挑出的 10 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。

不存在所谓的逃逸高度。只有逃逸速度。

There's no such thing as an escape altitude. There's only an escape velocity.

▶ 3:18

如果你认真想想,每一种交通方式都有适合其介质的形态。

If you consider that really every mode of transport has a design that is appropriate to its medium.

▶ 10:41

生活不能只是解决问题。

life can't be just about solving problems.

▶ 13:10

如果你要选一个地方死去,火星大概不算坏选择。

if you're going to choose a place to die, then Mars is probably not a bad choice.

▶ 17:48

锂其实只占电芯质量的2%。所以它就像沙拉里的盐。

The lithium is actually 2% of the cell mass. So it's like the salt in the salad.

▶ 31:54

我认为可以公平地说,并非所有人工智能的未来都是良性的。

I think it would be fair to say that not all AI futures are benign.

▶ 41:42

这不是竞争。这真的只是努力提高未来变好的概率。

It's not about competing. It's really just about trying to increase the probability that the future will be good.

▶ 44:40

我们已经是半机械人了。

we're already a cyborg.

▶ 58:46

我们当然能看到一条在三个月内抵达火星的路径。我认为最终人们能在一个月内抵达火星。

we can certainly see a way to get to Mars in under three months. And I think ultimately you'll be able to get to Mars in under a month.

事情推进的速度,取决于最倒霉、最不称职的那家供应商。

things move as fast as the least lucky and least competent supplier.

资源与出处