马斯克无滤镜访谈第3部分(花絮)
Elon Musk Unfiltered: Interview Part 3 (Bonus Material)
0:11I want to especially thank you for Starman,
0:13putting Starman in Roadster into space
0:15was the most life changing thing I've ever seen.
0:19Also, I wanted to give you this,
0:20and thank you for allowing this to happen.
0:21This is the Starman Begins episode we just made.
0:25Just a gift.
0:26Thank you.
0:27Thank you.
0:28Thank you for, I mean, the course we're on,
0:30that I was a space geek as a kid,
0:32and I didn't believe anything was gonna happen,
0:34because in the 90s, nothing was happening.
0:36And I didn't even pursue an engineering career
0:39because there was nothing to do in space.
0:40But when I saw that, I was like, I knew that this was real,
0:43and pretty much changed everything I was doing to make this.
0:46All right, cool.
0:47Thank you.
0:48That's great.
0:50Yeah, and do you know how K to B that arose to was in the Falcon Heavy?
0:56I've heard bits of internal war, but never from you.
0:58So I would love to hear this.
1:00Well, normally when there's a new rocket that's launched,
1:02there's something very boring, like a chunk of concrete or something,
1:05is just as, because you don't risk an expensive satellite
1:09on the first launch of a new rocket.
1:12So I was like, hey, guys, we can't put a chunk of concrete.
1:16That's going to be super boring.
1:18That's what boring we do.
1:19No, truly.
1:19They did do it.
1:20In fact, literally, I think it was a chunk concrete or something
1:24that they put on their first launch of the Delta IV or something.
1:28So now we're going to spice it up.
1:31So I was talking to my friend, Jonah Nolan, who's like,
1:35you would like the really good Batman movies
1:38and Westworld and stuff like Crystal, his brother, so.
1:41Oh, wow.
1:43And I was in his kitchen, and he suggested that,
1:46I should put a Tesla in, and I was like, oh, OK,
1:49that's a good idea.
1:50And so I was like, well, I've got one in my garage.
1:52I can use that one.
1:53So it's not serial number one or anything.
1:57It's like later, like 1,500 serial number or something
2:00like that.
2:00And so literally the car that I was driving around LA
2:04is now in orbit around Earth and Mars.
2:07You could track it.
2:08Yeah.
2:12But it was basically like, let's have something that looks
2:14cool instead of boring concrete.
2:16And I really thought there was quite a good chance
2:20to rock with a failure fail.
2:22We've had a number of rocket failures in the past.
2:24So there's so much that can go wrong with a
2:26Falcon Heavy, that's kind of surprising that it'll work.
2:28That goes like, holy crow, I can't believe it'll work.
2:31This is insane.
2:32That was my reaction with the Falcon Heavy launch.
2:35And then the star man was like, well, we've got a car.
2:38I put someone in the car, you know, otherwise like he's driving it, you know.
2:42And so that's where we put the star man in the car.
2:46And then there's the tiny star man in the car.
2:50Yes.
2:51And that was a friend of mine, Nora, who is like, yours should put like a spool, I should
2:57put like the matchbox Tesla on the dashboard with a tiny star man in it.
3:04I was like, okay, we'll do it.
3:07And then I don't know what the aliens are going to think when they discover it.
3:11Clearly they worshiped this thing, and then they made a small version of it because they
3:15worship it so much.
3:17It's like the stuff that we discover of ancient civilizations, the answer might be much more
3:23less serious than we think.
3:26We just think everything's a temple that they worshiped.
3:29Maybe it's not.
3:31It's just like some thing that they made.
3:33It's moved all the way down.
3:34Exactly.
3:35I also have one selfish question, car sharing.
3:39Obviously we're working towards full autonomy,
3:40that's the main goal, but there seems to be a .5 step.
3:44And I'm actually a car share, I have eight Teslas
3:47and one of the other, I'm sharing on Tarot.
3:49And I just feel like there's so many ways
3:51that the Model Y specifically is optimized
3:53and cyber-truck and future are even more optimized
3:56for car sharing.
3:57Is there someone working on that at Tesla?
4:00Our issues for the last few years have been not car sharing.
4:08I guess like a rental car is kind of a car sharing situation.
4:11Sure.
4:12It hurts being a big player now.
4:14Yeah.
4:15We've just been trying to keep the factories operating the last couple of years.
4:19It's been a very difficult thing.
4:22And like supply-shaded eruptions have been severe, like extremely severe.
4:26So it is required all of our attention just to keep the factories going, not to think of
4:34like, at the end of it, like the super hard part for a car company is like,
4:39how do you get revenue above cost so you don't go bankrupt?
4:42And so it's not really like, you know, as long as our demand is enough to absorb the production
4:51and we have production enough to cover our fixed expenses,
4:57then we're in an okay spot.
4:59Right?
5:00I'm thinking about like downtime.
5:01If these cars are traveling 400,000 miles,
5:03sitting in someone's driveway,
5:04they're not gonna collect 400,000 miles before the paints
5:06kind of had any issues.
5:08I imagine that increasing the utilization
5:10of the existing fleet,
5:11obviously, fossil driving does that,
5:13but up until then, if we have car sharing installed to
5:17increase utilization, increase the number of miles
5:19on these vehicles, it's a good thing for the world.
5:21I said that that is a high class problem that, you know, the thing that like car companies,
5:34you should think of car companies as like at any given point they desperately want to
5:38go bankrupt.
5:40Okay, the car company is desperately trying to go bankrupt at any given point in time.
5:45So in order to have that not be the case, you have to have the fact that factories have
5:51to have to be active.
5:52Otherwise you have parts piling up in warehouses all around the world and you can't ship but
5:59if you're missing any parts you can't finish the car and ship it.
6:05So the past two years have been an absolute nightmare of supply chain interruptions, one
6:10thing after another.
6:11And we're not out of it yet.
6:13So that's overwhelmingly our concern is how do we keep the factories operating so we can
6:27pay people and not go bankrupt.
6:30And then everything else is nice to have.
6:39Even recently, the COVID shutdowns in China were very, very difficult.
6:43You guys actually say the least so well that we all think of you as a tech company first which has like you know like
6:48Alec Apple right they make hardware, but they've spent way more money on software
6:52Which I'd even say I've got the perception sometimes if it's like oh, yeah
6:55Things are they've got this just huge stack of bandwidth, but like you're right about of money and hardware moving through this place
7:01But like this factory is losing insane money right now
7:05Because we can't make it we look because we
7:07Like we should be out putting a lot more cars from this factory versus a very puny amount
7:16of cars.
7:18But we had challenges with the 4680 ramp and with the structural pack ramp and then ironically
7:24the tooling because we were able to do 2170 sales with the tooling necessary for making
7:322170 variant cars just stuck in China.
7:35So we have this Shanghai factory in-op.
7:40We've got the tooling to enable this factory stuck in port in China with no one to actually
7:47move it, which basically then caused this factory's production ramp to be very tiny.
7:56Now this is all going to get fixed real fast, but it requires a lot of attention.
8:04And it will take, like I said, it'll take more effort to get the factory to high-volume
8:08production than it took to build it in the first place.
8:11And the same is true of Berlin.
8:12Berlin's in a slightly better position because Berlin started off with the 2170 style and
8:18did not have the 4680 instructional pack risk.
8:25So both Berlin and Austin factories are gigantic money furnaces right now.
8:32Okay, this should be like a giant roaring sound, which is the sound of money on fire.
8:38Okay, that's what...
8:40Dumpster, fire, right?
8:41Dumpster, yeah.
8:42Bigger than a dumpster.
8:43Shonsh is too small.
8:46Gigafactory level, lightly Berlin and Austin are losing billions of dollars right now, because
8:54there's a ton of expense and hardly any output.
8:59So getting roller and orsten functional and getting Shanghai back in the saddle fully
9:05are overwhelmingly out-conserved.
9:09Everything else is a very small thing, basically.
9:15Understanding that this is not of immediate concern, but does a plaid model 3 make sense
9:19to you in your mind?
9:22No.
9:23Could the weight even handle that power strain?
9:26Like its potential.
9:31We're trying to reduce complexity.
9:34I understand.
9:37Yeah.
9:39Okay.
9:41And we're our own worst enemy in adding complexity.
9:45I mean, the grand scheme of things, the Model S and X are, we're doing them not because they
9:51are huge money owners, but really for sentimental reasons.
9:57Like at full output, we're talking about 100,000 cars a year for S and X.
10:04But three in a while we'll do two million plus.
10:09So it's like 10X or more frankly.
10:14I think three and a while probably do three or four million and S and X will top out at
10:19100,000.
10:20Just because the affordability drops off exponentially with price.
10:25So as price rises, you basically,
10:27a number of people that can afford an S or an X,
10:29it doesn't drop by a little, it drops by an order of magnitude.
10:33So a doubling of the price will drop the affordability by a factor of 10.
10:38It's a rough rule of thumb.
10:40Is there any additional thing that we can continue to do?
10:45I mean, we tried to have this with the solar taxing.
10:48I mean, it's probably hard, even like,
10:50I'm asking you, how can we help?
10:52It feels like a weird question.
10:54Well, I mean, the public support is certainly appreciated.
10:57And shooting down the part is always very helpful.
11:04And there's an argument for maybe we should advertise,
11:07because the traditional media will not
11:12run negative pieces about automotive,
11:14because automotive is one of the biggest, if not the biggest,
11:17advertisers in their paper.
11:19So they're like,
11:22the ads could literally be nothing
11:24through the better because of the articles
11:25that are called lessons.
11:26Yes, like this is like,
11:28so Tesla's like basically free game,
11:31whereas it's safe to say that if they run
11:34some negative piece about General Motors,
11:37right next to a General Motors ad,
11:39General Motors parking exactly is gonna call them up
11:42and say, why did you do that?
11:44Do you wanna call it now?
11:46Yeah, exactly.
11:47It's like, yeah, your budget next year,
11:50we'll be spending nothing with your publication as much.
11:52Yeah.
11:52Yeah, exactly.
11:56And they don't have to do that because they know.
12:00So there's a test of understanding
12:03that you don't run hit pieces on your major appetizers.
12:05Yeah.
12:06It's bad for business.
12:07Yeah.
12:08Right.
12:08And people say, oh, this, don't worry.
12:10There's a fire.
12:11This is a trial.
12:12It's a wall between the business and editorial.
12:15I'm like, yeah, but they also know
12:16who's paying their salary, okay.
12:18They don't need like, they're not idiots.
12:21Say whether there's a firewall between me and my boss,
12:24but you don't know me.
12:27Yeah, exactly.
12:28They just know, don't go there.
12:31That's what they know.
12:33But they can go to, they can trash tiles,
12:35like it tells us it's an advertise.
12:37So that's the issue.
12:38So maybe we should advertise it at least, like, you know,
12:43I don't know, it sort of, it doesn't feel right,
12:46but that is something we could do.
12:49I mean, the grand scheme of things though,
12:50like if you look at like,
12:52if you ignore sort of the Stearmendron and say,
12:54just like, okay, well,
12:55is it actually causing us to sell fewer cars?
12:59It doesn't seem to be.
13:01So then why should we care?
13:03Man does not miss you.
13:04So they can actually,
13:06I mean, frankly,
13:07a bunch of the pieces trashing Tesla,
13:11you know, like, especially like,
13:13So like 2017 through 2019, the press was just a non-stop hate stream.
13:19It was like, tesas are fraud, tesas are failure.
13:23Tesas are fraudulent failure.
13:24Tesas are like, you know, thumbing through the puss, the sorest were like bad words to
13:30use.
13:31It was like insane.
13:32You just like, click on like the phone, like the stock ab ticker.
13:38And I remember like, for three years straight, it would just be like headlines just trying
13:43trash and Tesla just all over and over and over again.
13:46And our sales went up.
13:47So I'm like, okay.
13:49Yeah.
13:50So I'm like, I guess, keep trash enough.
13:53You know?
13:55Because at the end of the day people were like,
13:57oh yeah, just keep bringing about Tesla.
13:58I don't know why, but I just keep bringing about it.
14:01I can't remember what the article was about,
14:03but I know I read about Tesla 17 times.
14:05And GM's none.
14:08No, that's good press or whatever.
14:10Yeah, all press is good press.
14:13There's some truth to that, you know?
14:15So, because generally you say,
14:17like of the articles that you read about
14:20a newspaper like last week,
14:22how much content can you remember about those articles?
14:26Really, it's just the headline.
14:27It's sentiment?
14:27Yeah, the headline, vaguely.
14:29People aren't reading the articles.
14:30Yeah, yes.
14:32I don't like there's a big movement on Twitter,
14:34like please read the article before you retweet it
14:37or forward it.
14:37You've retweeted tried to do some flutter.
14:39And everyone's just forward retreating and
14:43forwarding this on the freaking headline.
14:44Even the content says the exact opposite of what the airline is.
14:47And the headline shows by the editor and the writers,
14:51like I didn't even pick the headline.
14:54Literally said the total opposite of what the headline was.
14:56And people don't even know because they just
14:58forwarded the headline.
15:01Actually, one of the best one things that should happen
15:02in Twitter is like every time you click on a news
15:06article, you hit a paywall.
15:07And it's like, how do you do?
15:08Yeah.
15:09super annoying. Yeah, exactly. So you just see the headline. You literally can't read
15:16article. So there's a little sign there that says can't read article. Yeah, and it's like,
15:25I don't want to get a subscription to Philadelphia choir, but I'm sure they have every
15:30on a game and a good article that I'd like to read, but I don't like 18, like 12,000 subscriptions.
15:35And also, they don't even make it easy to get a subscription.
15:39This 18-page process where you tell us everything
15:43about your entire life is what's required to subscribe to
15:46XYZ and newspaper and some, whatever.
15:50Who's going to do that?
15:52Imagine what it would do.
15:53And then I keep losing my password for the ones that I'm
15:55talking about.
15:56And then it opens like Twitter's emulated browsers.
15:58It doesn't even log in anyway.
15:59Yes, exactly.
16:00It's like I actually have a subscription to the New York
16:03Times and the Wall Street Journal.
16:04I'll like open it, I click on the Twitter link,
16:07and I'm like, it's saying that I'm not a subscriber.
16:10So then I have to like click go to the web server,
16:12have it redirect to the app on my phone.
16:14This is Cockamade nonsense, right?
16:16It feels like a problem for Apple, though.
16:17I was literally just about to say it.
16:19Which be, I wonder if it should be the best.
16:20It's just annoying.
16:21It's like a weird one.
16:22I was just trying to figure out what the hell's going on,
16:24and it's like paywall, and then,
16:26everyone thinks I'm fucking paywall,
16:27and then, and you look literally on your website.
16:31It's a simulation.
16:32Yeah.
16:33It's annoying and even when you have the subscription,
16:37it doesn't figure it out.
16:38And I mean, Twitter is totally messed.
16:42If Twitter got in the middle and algorithmically started
16:46deprioritizing content that did that, eventually,
16:48I was saying, when he was saying about Apple,
16:50Twitter could ultimately end up like Apple, which is like,
16:52you want your content that's subscribed to be that way?
16:54Great.
16:54Users can subscribe to Twitter to whatever news is.
16:57And when they click, it's good.
16:58Twitter can, honestly, make a better user experience.
17:00It did get in the middle of that.
17:02I might not pay in a dollar a month with the Atlantic,
17:05as part of a $5 a month Twitter plan.
17:06It gets me all the subscribe news.
17:09Right now clicking a link and going to it,
17:10I just lose my fucking mind.
17:11Yes.
17:12I'm going to Reddit to go find the fucking link with somebody
17:14like poke it all down.
17:15Totally.
17:16I'm gonna call this if that ever happened one day.
17:18No, I think that's the thing I should have.
17:20No, I know.
17:21Like this is definitely like a loss of value here
17:26that is simply missing where it's like,
17:29I understand that all these publications
17:31want to maximize the subscribers and kind of own
17:33their customer and stuff.
17:34But there's a huge number of people
17:38who are never going to subscribe to that publication.
17:41Like let's say, not pick up the Philadelphia Choir,
17:43but let's say you don't love Philadelphia.
17:46So most of the time, you don't want to read the articles.
17:48But every now and again, they've got some reporter
17:50on the scene at some news event,
17:52and they're actually the smallest article.
17:55Everyone else is just copying them and printing their stuff.
17:57And so you want to read the Philadelphia Choir
18:01article, but there's no chance you would become a subscriber.
18:04So they're not losing a subscriber, but they are annoying everyone who's not going to be
18:08a subscriber.
18:09So there's got to be some way to solve that.
18:11I can sort of plug the Twitter or I'll put a couple of those.
18:15Ten cents for this article or something.
18:17Exactly.
18:18One knows point for this article.
18:19It should be like, I'll pay ten cents for this article, whatever, but the answer is
18:2520 cents.
18:26It's like fine.
18:29And that should work.
18:31That's how it should work.
18:32Music artists get paid like that already.
18:34It's being a listen based on the scale
18:35that I've sold out over a lot of dimensions.
18:37This is going to have to go to the compartments.
18:38There's just like this.
18:40And there's no losers here.
18:43In fact, the media company will be a winner.
18:45They won't be incremental revenue.
18:46Over and above those who would never
18:47subscribe to the publication.
18:50And they're going to read the news and not have to stop behind
18:52payables over to Madhouse.
18:54I mean, we don't even have a map that's as good as we chat
18:58in China.
18:59In China, you get like live on WeChat, basically.
19:02It's like, yeah, everyone is like,
19:04they live on WeChat.
19:06You do payments, you do everything.
19:07It's like, yeah, it's great.
19:08Basically, WeChat is kick-ass.
19:10And we don't have anything like WeChat outside of China.
19:13So I was like, my dear, how about if we just copy WeChat?
19:17Hey.
19:18Hey.
19:19Copy them.
19:21Buy a Twitter, copy's WeChat.
19:23Yeah, pretty much.
19:24Yes.
19:25Better user experience.
19:27Well, before you have to go, we should probably get a selfie
19:30or picture with you if you'll find it.
19:31Thank you.
19:32Thank you for telling me.
19:34What do you mean these days?
19:35What am I doing these days?
19:36YouTube and I review electric cars for a living.
19:39I write out those cars on Terro, car sharing.
19:41And I'm considering what it would look like to build an app
19:45that makes that experience better,
19:46because Terro is good, but it is not specialized.
19:49And so now there's so many things
19:51that could do better for the Tesla experience.
19:52If you build it, I'll use it.
19:54And autonomy is just such a monumental breakthrough.
19:58That is just car sharing will just not matter really.
20:01I get that.
20:02I get that.
20:03But the 0.5 step of what do other learnings maybe
20:06do you have there as far as maintaining cars,
20:07who's responsible, those kind of thing.
20:09That's where I think it has.
20:10Yeah, nothing is.
20:11I mean, there will need to be sort of a shepherd of cars.
20:15Exactly.
20:15That's why I'm trying to be at this point.
20:17Car shepherd.
20:17You know, in total, you told people years ago not to try that.
20:21No, I mean, so this is like this.
20:22That was until we're there.
20:24It's not like this, like, cars still need to be like maintained.
20:26Like if it's like, you know, you got to clean the car,
20:29you got to, you know, if it gets scuffed or damaged,
20:32it's got to be, it's like tending a flock of cars.
20:34I don't know.
20:35Very personally.
20:36Yeah, exactly.
20:37So, the also, it's like, I mean, I think it will effectively,
20:41like for people that are currently like, we're
20:44we're all Lyft drivers, it'll be like, OK, like instead
20:46of you driving yourself, you manage, I don't know, 50 cars
20:49or something like that.
20:50And you tend to your flock.
20:52Exactly.
20:52Yeah.
20:54Basically, Ryan has 52 cyber trucks on order.
20:56Oh, really?
20:57OK.
20:58We need to get on that.
21:00I mean, the design at least finally is locked and worked.
21:05For sure locked?
21:06Yes, locked.
21:07For sure locked.
21:09Hands off down.
21:11Yeah, seriously.
21:13We got too carried away with the internet.
21:15That features.
21:18Later on.
21:20I mean last year the chip shortage was so bad that even if we had it wouldn't matter.
21:29You could just rob me one pocket to pay the other pocket.
21:33And we could even could have made the stationary storage stuff because stationary storage batteries
21:37were, they used chips too.
21:40So then we had to like basically start of the powerwall line to make carbs and even then
21:47can make what all the costs would work in me.
21:49So I think Australia from that into China COVID shutdown,
21:54which was really, like not just affecting Shanghai production,
21:59but also like this little, some parts that are made in,
22:03what caused me in California that are parts made of China.
22:06And it was, and we have tooling stock in China as well.
22:10So I think I'm not sure everyone knows how,
22:14just how serious that the COVID shutdowns
22:15for trying to, it's not done yet, by the way.
22:18It's not like major green light yet.
22:21It's cool.
22:24Bumpy, bumpy.
22:24Yeah, it stops a ramp up.
22:26If you were to guesstimate one with the
22:29Cybertruck hit production.
22:31I think it'll next year.
22:32Okay.
22:33We're roughly 12-bunstage.
22:36Okay.
22:37I'm excited.
22:37I'm excited we are for it, man.
22:38I'm so excited.
22:39I've got the start-up thing already.
22:40It's gonna go out and it's out.
22:41I mean, that's what I'll be driving when it's...
22:44Oh, really?
22:45Yeah, absolutely.
22:47I stopped having kids at four because I can't grow.
22:50I can't have a side structure if I'm past that.
22:51So I stopped at four.
22:53That's my man.
22:54I'm done.
22:57Six seats.
22:58You outdid your contribution to society?
23:00Exactly.
23:00Yeah.
23:01I mean, I'm here.
23:01It's like, man, so many friends I have like zero on one kid.
23:06That's why I'm like, I'm always banging the baby drum.
23:09Because I'm like, man, civilization's
23:11going to collapse.
23:13And then.
23:13He'll be killed.
23:14Yeah.
23:15Yeah, like where do you think people come from?
23:17Like some magical fucking people factory?
23:21The stork. The stork.
23:23The stork? The baby stork?
23:26I mean like he's...
23:28They gotta come from somewhere and they take ages to grow.
23:32You know, so unless, you know,
23:37like the thing it has to happen is like once the growth race starts going down, it seems to accelerate in a downward trajectory.
23:43trajectory. Like Japan is leading into carrier. They're about to collapse. No, population
23:48collapse. 90. They lost 600,000 people last year. That negative 600,000. And Japan is
23:54like pretty close to being the longest, like there are live discrepancies like 85. So,
24:01like that's the only thing, that was worth keeping the population plummeting before.
24:05But now despite having like the world's longest lifespan, it's still losing population. To
24:09say something.
24:10I was saying something.
24:12So it seems to me the rate of that decline is such one that's going to be not really able
24:18to be turned around.
24:19We kind of got a plan for what we do in spite of it happening.
24:22Yeah.
24:23Well, if that trend continues, Japan is just going to plan out the spirit as well most countries
24:27in the world.
24:29So it's not like, you know, I'm just saying if that trend continues, hopefully it doesn't.
24:35But if it does, this is going to be, I don't know what China is going to do.
24:39Like, China's going to have, like, a period of time of great prosperity of, like, the next 10 years.
24:45And then, but China's like roughly half a replacement rate.
24:49You know, maybe...
24:50Well...
24:51Because of the one child policy.
24:53They got rid of the one child policy several years ago.
24:56Yeah.
24:57Then made it two child policy.
24:58Now it's a three child policy.
24:59Okay.
25:00Growth rate unchanged.
25:01Really?
25:02Yes.
25:03Well, it's so ingrained in them.
25:04Oh, interesting.
25:05Interesting.
25:06It's a matter of two.
25:07And Japan never had a one-track policy, and they still went that path.
25:10So you should look at the trends.
25:14It's like basically with education and openization,
25:19for great comments.
25:21And there's people like, oh, people can just afford it.
25:24Nope, actually, the places that have the best social safety nets
25:27have the lowest birth rate.
25:29OK, that's not the reason.
25:31Yeah, it says in versus true, right?
25:32The poorer you are, the more kids you have.
25:34Yeah, mostly I think there's a social economic study that says that reason why it is because
25:40parents need comfort.
25:41I mean you can say like, whatever causes, it's hard to say what the cause would be, but
25:51the correlation cannot be argued with.
25:54And the more religious, the less educated and the poorer, the higher the both rate.
26:00So if for lower religious, low on the religion, high on education, and high on income, that
26:11has the lowest birth rate.
26:12Yeah.
26:13Yeah.
26:14I think a reparced the data that's probably an argument to be said, how we got to the
26:17side of the religious, how large of impact on getting to the size of population we did,
26:20because if you study religion, you know, like most of them preach the brief root for multiple
26:24Go go go go numbers. Yeah, multiple the more into the
26:27Multiply yeah
26:44So yeah, hopefully the things turn around
26:47Yeah
26:50But the current trend is is not good for me growth recently
26:54I'm trying to set a good example.
26:56Another reason why we do another civilization on another planet.
26:59Yeah.
27:02The number of number of humans is not training well.
27:05I think a lot of people are under the impression that, like,
27:10you know, the current number of humans is unsustainable on planet,
27:13and this is totally untrue. Yeah.
27:15We could double number of humans and be okay.
27:17That's a little key to the rainforest.
27:19People forget we're animals. If we actually couldn't sustain it,
27:21we would just die off.
27:23Yeah, the population density is actually very low, and most parts of the world have no people in it.
27:29So if you fly out with the country from LA to New York or something, and you look down and say,
27:35what percentage of the time if you dropped a bowling ball would you hit somewhere?
27:38Very low.
27:40How does he really like round down zero?
27:42Really?
27:43Yeah.
27:45You just give him a few cities.
27:47And say, yeah, it's fine.
27:49It's the most objects and you still hit them.
27:51Yeah, you can't even figure out bowling balls.
27:53I feel like we should test this.
27:55Yeah, like if you have a...
27:56It's like sounds of the tools.
27:57You have a cannonball and your goal is to hit a person.
28:01Or die.
28:03And you're going to die.
28:05Because you're not going to...
28:06Because you're landing a bus.
28:07Even in LA, like you think LA's got a lot of people, but you look at the actual...
28:11If you like just look to say what cross-sectional area is human, like the cross-section of...
28:17But you take like several blocks in LA
28:21and make the houses and cars translucent.
28:25And look at, OK, well, looking at from above,
28:28what percentage of the cross section of the area
28:30is humans?
28:32It's almost nothing.
28:33It's below 1% in LA.
28:35Interesting.
28:36Yeah.
28:36Have you ever seen a giant ball of flesh they did
28:38that if you combined every human into it?
28:40In New York City?
28:41You've seen it, right?
28:41The big ball of goo of all humans pushing the one thing.
28:44It would sit in New York.
28:46What's the big park in New York?
28:47Central Park?
28:48It would sit in Central Park.
28:49That's it?
28:50That's it?
28:51And it's a little bit taller than the tallest skyscraper.
28:52It's not very big at all.
28:53It's not like a cuboid of humans.
28:55You put a few points on the volume.
28:57Oh, God, that's not.
28:59What's it?
29:00It's the giant meatball.
29:01It's like a meatball.
29:02It's like a dog.
29:03It's like a dog.
29:04Everyone, it's all of us.
29:06We're just a meatball on the side.
29:08Yeah.
29:09It's a lot to put us to the meme, dude.
29:11There we go.
29:12Yeah.
29:13Actually, it might be a little screenshot without the...
29:16On a single floor, you could fit all humans in New York City
29:20on one floor without even having...
29:23What do you mean on one floor?
29:24I mean like...
29:25Not...
29:25Oh, surface area.
29:26Yeah.
29:27How thick would that human pie be?
29:29No, it's just one human tall.
29:30I'm just saying there's no humans.
29:32Without stacking.
29:33Without stacking.
29:34It's just side by side, do you mean?
29:35Yeah, I just say like, what's cross-sectional area of a human?
29:37Yeah.
29:37I say, okay, there's eight billion of those.
29:39Yeah.
29:39What's the area of New York City?
29:40Oh, it's less than...
29:41You can fit all the humans.
29:42You can stand for all the humans in New York City.
29:44Yeah.
29:45I love the phrase cross-sectional area of a human.
29:47I think there's something you can start from a space.
29:50We're targeting and the cross-section is slow.
29:53So we're going to have to just force the missile
29:56because of that low cross-section of humanity.
29:59That's basically what it comes down to.
30:02So anyway, if you were living in some bustling city,
30:06they think humans must be everywhere.
30:08But actually, there are very few cities.
30:13No place in America has the density of Manhattan.
30:15And then even if you've got like sort of what seems
30:17like a density like LA, the actual cross-sectional area,
30:20that's human is small, like less than 1% of the areas human.
30:25So that means that if you drop accountable,
30:28that didn't bounce too much.
30:30Probably you're hitting a human is extremely low.
30:32Wow.
30:33That's interesting.
30:34We've had pieces from rockets and multiple nations
30:36re-enter the tanks and crash, uncontrolled,
30:39and not hit anybody many times.
30:41So we had the space sort of tragedy, like on entry, it rained debris across the entire United
30:48States.
30:49And I don't think there were any entries at all.
30:52Like the entire, yeah, a lot of debris, and nothing.
30:57I'm scared.
30:58Oh my God, it almost hit me.
31:01Yeah.
31:02They were in Bournables.
31:03Like, they recovered most of the material, Michelle.
31:07Wow.
31:08and zero people were ahead heavily.
31:12And here's an interesting part of that,
31:13is it was going not vertical,
31:15it was going around the earth,
31:16which increases the probability.
31:17No, it's coming in from what was going,
31:20more or less probability on the surface.
31:22And then, and start sort of breaking up,
31:25I believe, over the US.
31:26Like a crop test.
31:27Or at least, certainly, like,
31:29none of the parts fell in the ocean,
31:31and all fell on the cotton on the land, I believe.
31:33So that's it because it's, when you go over it,
31:39you're going parallel to the surface.
31:41You know, roughly 25 times this would be a sound.
31:43So the cells decelerating and breaking apart
31:48as a, and the debris is raining down on the US
31:51and no people will hit.
31:55But there are actually very few humans on it.
32:00I have one FSD related question.
32:02Would it be possible for us to get access
32:05to some folks to give narrative feedback
32:06from the experience we're having?
32:07Some of us drive a shit ton of miles, cross-country,
32:10something about the Texas and back.
32:12And there's things that we saw that there's no button or email
32:15I could possibly send to say, hey, here's what we're,
32:17here's the issues we're seeing.
32:18Here's how they're breaking down.
32:19And more importantly, here's how they're breaking down
32:21across contexts, right?
32:23Like if there was any way, if it would be helpful,
32:25if it's not, then no worries.
32:26But if there's a way to give that narrative feedback
32:29to somebody, I think it might help.
32:32I mean, our goal right now is to get to zero interventions
32:35and point-to-point drives in cities.
32:39So the polish is less important than solving
32:44for zero intervention point-to-point drives in cities.
32:50A sure amount of work required to do this,
32:52bulk is aligned.
32:54And to the best amount of all, just a team,
32:56do we know of anyone who is even trying to pull in us
32:59perhaps we don't know of anyone?
33:01Maybe there is someone.
33:01But I've seen a lot of technology problems
33:09and solving real world AI, such that I
33:12caught the drive itself, is one of the hardest problems
33:15I've ever seen.
33:16And it is way harder than I originally thought by far.
33:20So what would you say to the people that have said,
33:25for several years, you've said it'll be this year.
33:27It'll be next year.
33:28What would you say to those people?
33:29It'll be this year.
33:30Perfect.
33:32We got him.
33:34To put that out.
33:34OK, make hope for six months.
33:37Yeah, I know.
33:38I think it's still tracking for this year.
33:40But as far as the, I'm going more for the.
33:43Yeah, why was I overly optimistic in the past?
33:46I did not understand the scope of the poem.
33:50And you feel you do now?
33:51Yeah.
33:57It's very easy to get close to it working.
34:03and where it feels like it's just, you know,
34:07all right there, just a little further, you know.
34:11And it's like the, you know, the donkey
34:12with the carrot over here,
34:13and it's like, that's why these keep,
34:15you know, pull the cart a bit further faster,
34:18pull the cart faster, maybe that car's gonna come closer.
34:24And frankly, having radar and ultrasonics
34:30was a mistake radar especially,
34:32because radar allows you to get close to solving it
34:37and solve it most of the time,
34:39except when you can't lock the radar
34:42and the visual neural net.
34:47Radar and vision disagree, which one is right.
34:51And so you basically have to get rid of the radar.
34:55And once we got rid of the radar,
34:56which by the way was initially strongly opposed
35:00by the autopilot team,
35:01And now nobody wants to radar back.
35:03Is that right?
35:04Yeah.
35:05I have to lay down the law and say,
35:06that radar is coming out, man.
35:09It is, that radar is a question.
35:12If you carry that question, you can't run.
35:13So it just, the radar would work.
35:18It just, the signal, the radar was contributing more
35:22noise than signal at the end of the day.
35:25So that wasn't creating a contributing signal,
35:27but it was more noise than signal.
35:30And so that's the, it had to be removed.
35:35And once the radar was removed, then it became clear that actually our neural nets are much
35:39worse than we think they are.
35:41So they were being helped by radar too much.
35:47So now just having to use vision, you can't hide behind anything.
35:56vision has to work, the neural net vision has to work. And then there was quite a profound
36:03change to go from bag of points neural net to having a neural net interpret that bag of
36:11points to figure out what a lane center is. And previously we were doing that all in C.
36:17So you know, I mean the neural net architecture is insanely complicated at this point. It's
36:27It's a lot of layers.
36:29And then they'll turn out, oh, actually,
36:33we need to leave this layer, put this layer on.
36:37And we've re-occupied to the neural net so many times.
36:41Here's a question I could have from the outside.
36:43It seems like Tesla has one general autopilot team.
36:47Why not have two competing against Joe?
36:49You did it with Book of Chica and Florida.
36:51Why not have one that still has radar and all the old data
36:55points and a separate team and make them compete.
37:00I think the team does not lack for motivation level or work ethic.
37:03They work super hard and the tells the autopilot sort of software, AI team is like the best software
37:15team I ever worked with.
37:17I'm a harsh judge of technical skill and they are outstanding.
37:22It took a while for us to get there.
37:24We had a lot of false starts with the autopilot team.
37:28And there's like Insulkin Valley,
37:29there's like, I don't know, like 12 people
37:31who say they're a responsible for the autopilot,
37:33but they're not.
37:40Generally good people on our team too.
37:42I still hang out with some of them,
37:44I'll say some of them ski with some of them, good people.
37:47Not often, they're on a lot of time.
37:49Yeah.
37:50Don't worry about the location,
37:51it's like, there's so much energy.
37:52I don't know.
37:52The talent level or the power team is,
37:54I mean, they're just extremely good.
37:59So, at the end of the day, the streets were designed for eyes and biological neural nets.
38:11That's what the entire road system was designed for.
38:14So, therefore, it makes a perfect sense, frankly, that cameras and digital neural nets are required to solve cell-priting.
38:23Basically, after repeat what humans do, but insolicon.
38:31And nothing else will actually solve it.
38:33So I mean, Tesla's actually going to be in a situation where Tesla has a self-driving
38:38solution and no one else is even close, not even for five years.
38:44Licensing?
38:45Yeah, sure, absolutely.
38:46We're not going to stop.
38:48It will need to slap them in the face.
38:54Like, baf, baf.
38:56But like, hey, we think,
38:59it has to be taking sales away from them.
39:02Oh, it'll take sales away from Uber,
39:03it'll take sales away from everything.
39:05So.
39:07It'll be very clear once it's actually delivered,
39:10it'll be very clear that this is the way.
39:12Everyone will know in that moment,
39:14within a month, this is the way.
39:16If they don't already know.
39:18For anyone who has the beta, you've seen the trajectory
39:22of the third one.
39:23It's very clearly going to achieve full self-driving.
39:26It's just a question of this, and debate about when.
39:29But if you say, what is the rate of improvement per unit time,
39:32you can say this is clearly going to get to a point which
39:34is where it's much safer than you.
39:37And it's not far.
39:38Is that point you cross?
39:41And it feels as if we are slowing the progression.
39:45And I want to know that it causes.
39:46So the thing that's sort of hard to appreciate from outside the company is that we'll re-opt
39:55the neural net like put a thousand times.
40:04I mean, the things that I take up the most amount of brain space for me are working on
40:11self-driving and getting Starship to orbit.
40:14those are two things that take up, I don't know, 70%
40:19of my brain space, like something like that,
40:22those two things.
40:24And then there's other things that just don't require as much
40:27sort of brain-sea view cycles.
40:30But a lot of chores, basically.
40:32If I don't do my chores, then shit gets a fan, basically.
40:37I hate doing chores.
40:40So anyway, just basically Autopilot's
40:51absorbing a massive amount of brain cycles.
40:54That and getting started to all of it.
40:57There's two things that are well-mingly,
41:00a super majority of brain cycles.
41:06So the reason that the say 12, but one or whatever,
41:11it didn't seem like it was that great,
41:13was because we refracted somebody
41:15of neural nets that, like to the outside, it seems like two steps forward, two steps
41:20back. And so it feels like we've proven this flat, but actually a whole shit ton of like
41:27we just re-alked in neural net. So like, it's a word for having like an A and a C architecture
41:34to having a C and an A architecture. But now you've improved.
41:38room to grow. Yeah, exactly. So, you know, the, they still, we still don't have a unified
41:47vector space where all of the neural nets pour their output into a single agreed upon
41:53vector space for both fixed and moving objects. So, yes, that's quite important because like,
42:05If they disagree, like if the moving objects in your own net,
42:09like currently, they're fairly separate.
42:12The moving objects network and the static object network,
42:16if they disagree on the position of a car,
42:18then you could say, well, this car
42:21is in a non-drive space position because of a disagreement
42:24between the neural nets.
42:25And then if they're not running at the same frame rate,
42:28you can get a time error as well.
42:31And if cars are moving at 30 meters per second or something,
42:40then you have a 33, 34 millisecond error,
42:47like the cars now moved a lot.
42:50So it's moved a meter.
42:52So a meter is a lot.
42:55Not colliding with something.
42:57It's a ton.
42:58Yeah.
42:58It can be like, is this car driving along?
43:02Let's say there's cars going in on opposite directions.
43:07If that car coming towards you is offset by a meter,
43:09that could be the difference between cladding and not.
43:13And so it could even be a time lag error between one
43:17you're on the next and you're going to have an issue.
43:19So it's not, and the level of it as these neural nets get
43:23very good, they will be much, much better than human.
43:26So it will be able to drive better than James Bond could
43:31possibly drive.
43:33Fortunately, the threshold for succeeding is just being
43:37better than a human.
43:38And humans have really a lot of latency in general.
43:43So it's not actually all that high of a bar when you realize
43:46it.
43:46It's sort of like you think like elevator operators back in
43:48the day.
43:49And yeah, you can be an expert elevator operator, but you
43:52got to flip that relay and get the elevator and the
43:56floor to line up exactly. It's like you're not going to succeed nearly as much as the computer.
44:02So now, if you did have an elevator operator with a big relay switch, you'd think that's pretty
44:07backwards and you'd really prefer to have a button. That's how it will be with the or how
44:16it's good in LPG. Yes, like normally human drives will be like an elevator operator.
44:20That's a good analogy. Yeah. Yeah. And the precision of what a pile will be insane.
44:26After hitting the no interventions on city streets, what's the next benchmark that comes after that?
44:32And I'm assuming it's on some number of miles, some number of drives happening because like for saying true zero then you've reached autonomy, right?
44:40Like true zero.
44:41It's going to be extremely rare to have an intervention.
44:45I mean, driving from my friend's house to New York factory today, I had no interventions.
44:51And actually that's, Orson has, you know, even city streets are on the highway.
44:57So the only one thing I say is like the speed that the car decides on is wrong.
45:03So I had to like, adjust speed several times.
45:06Which is I understand from feedback from the auto pilot team that is considered intervention,
45:09right?
45:10Did you have the pedal accelerator?
45:11No, it's not.
45:12Okay.
45:13I'm not doing that accelerator.
45:14Oh, okay.
45:15Cool.
45:16Gotcha.
45:17The car is going, basically it was generally going too slow.
45:18Gotcha.
45:19And there's definitely going to be a collision with reality
45:22here, because it's like the rolling stop.
45:24In California, everyone does a rolling stop.
45:26It doesn't.
45:27It's a re-roll.
45:29Yeah, you practically at rear-ended if you don't.
45:32Yeah, there's no one at the intersection,
45:35and you squish to a halt.
45:37It's kind of weirdo-ed as that.
45:40So then technically, that's against the law.
45:42So you don't have to go to all up and arms about it,
45:44and said, oh, you have to come to a full zero.
45:49And then because of some rule about the speed,
45:56you can never show the speed below what it really is.
46:01And so you have to err on the side of it being
46:02just slightly above what it really is.
46:04So sometimes it would show one mile an hour,
46:06even briefly, even though the wheel was stopped.
46:11Because of knitzer rules, that's speed.
46:14And then somebody said in a complaint,
46:17so then we had to literally show a picture of the wheel,
46:21a video of the wheel, while showing,
46:23see it says one mile an hour, but that's
46:25because of your rules that make us round up to one mile an hour.
46:28But the wheel is not moving.
46:30Literally, it's been sending the video
46:33to prove that the car wheel is not moving,
46:36even though it says 1MPH, and that says 1MPH,
46:38because of their rules.
46:40So we're getting a lot of complaints about what not
46:47from competitors about Autopilot, because they have no
46:50answer to it.
46:54And they're not thrilled about the idea of licensing it
46:57from Tesla.
46:59That's not like, oh, yeah, let's give our competitor a ton
47:01of money.
47:02It's not the no one objective.
47:04Because the value is just ridiculous.
47:06Yes.
47:07value of a fully self-driving car is like we've never seen before.
47:11Yeah.
47:11Yeah.
47:12Why do you think everyone undervalues self-driving?
47:17I think that the world doesn't really understand the value of it.
47:20Why is that?
47:23Well, it's sort of like, I think if someone's never seen a unicorn or something, you know,
47:29like, but like, it's just a horse with a hornet set.
47:33No big deal.
47:36It's a magical creature.
47:38That's what it basically self-driving sounds like
47:41some magical fiction thing to most people,
47:46until you actually use it.
47:47And then it blows your mind.
47:48So now it would be that hard to use it.
47:51They could just like poke someone who's in the beta
47:53program and it's in the car.
47:54Right now.
47:54They were sharing.
47:56Yeah, seriously.
47:57It wouldn't be that hard to figure it out,
47:59but they're not trying.
48:01And so they're all just thinking that no, self-driving
48:06It's very far away.
48:07Slash, they have invested in some solution that will solve it,
48:10which we want.
48:11No one is pursuing a pure vision AI approach to this.
48:16It also requires a massive amount of labeling,
48:21like custom auto labeling software,
48:26a massive array of training computers.
48:28It's not just the in-car software.
48:30It's all of the training and labeling and debugging
48:32software.
48:33We all wrote all that, too.
48:36Like it didn't exist.
48:38The sheer mass software tells us written,
48:42just in software tools, debugging is insane.
48:47And being able to take the frames of video
48:51and analyze the frames of video and see,
48:52ah, this is where it got the error.
48:54And this is why when the order labeling software
48:56needs to be corrected, and this order labeling
48:59is, in and out itself, a massive thing.
49:01Because we have, I think, 1,500 human labelers.
49:05Wow, yeah, but they're amplified probably by a factor of a thousand by the water label.
49:14At least a factor of a hundred. Wow. So it's more like having a hundred and fifty thousand labor.
49:20It's like it's a lot.
49:23It's huge. It is huge.
49:28And the speed of the order labeling means that like the rate at which you can order label and then...
49:35So when you order labeled an entire video segment,
49:40that's like thousands of frames that you're more labeled.
49:44And then all the human has to do is say, oh, yes,
49:47that's correct, or tweak that line slightly over.
49:52That's it.
49:53And then it corrects the order label.
49:56And you feed that back into the order labeling.
50:00Basically, you train the order label to order label.
50:03and then you have fewer, fewer errors over time.
50:05And of course that human was correct.
50:07No, we don't.
50:10There's a lot of training examples.
50:12And you just trust that the error is.
50:15It's consistently.
50:16Yes.
50:17It's rare for the error to occur.
50:21A number of the improvements have been us going through
50:25the order-lating software and saying,
50:27why is the probability of this thing not much higher
50:31that we think it should be.
50:33And a number of cases, it's been because of a very serious
50:37mislabeling error.
50:38So then what the neural network think is that the vast
50:42majority of the time, the line is over there.
50:44But every now and again, it's over here.
50:46And it's like, no, it's still over here.
50:48That was just a labeling error.
50:50So it actually tries to compensate for statistics.
50:55So it's like, oh, there's an old distribution error.
50:58There's this little hump over here.
51:00No, no, no, there's not a little hump over here.
51:01That's just mislabeling.
51:02Dlete, dlete.
51:03Dlete, dlete, dlete.
51:05Oh, nah, everything's on nod words.
51:09So some of these must, like a significant mislabeling error
51:13can have quite a significant reduction
51:15in the effectiveness of the neural net.
51:17Yeah, for sure.
51:18One thing I saw was walking through.
51:20I was at Target the other.
51:21Literally yesterday, I was walking through the parking lot.
51:23And this old lady was backing up.
51:24Of course, wasn't looking out at all for me.
51:26And she almost hit me.
51:28And what I was going to say is that a lot of the people that
51:31are going to be saved from full self-driving won't know it.
51:36Whether it's my Tesla drive, Dodge, and we were at Best Buy.
51:40We were going to Best Buy today.
51:41We're already way through other people.
51:43Yeah.
51:44By car.
51:45I think that drove me long.
51:46Yeah.
51:47So it's crazy.
51:48But no, it'll be on the song.
51:51I mean, when we saw it down the autopilot path,
51:53I was actually told somebody said, oh, yeah.
51:56Well, you know, somebody said, well,
51:58You're not gonna be gonna get no praise for the whatever 90% of people you save and you can be sued by a 10% of people you don't
52:05So the thing was task yes exactly
52:08So it's like
52:09But the other day I think we just have to put this before jury and say listen you got a belief statistic here
52:15Because it's like if this is like you know
52:18I think highway safety is like an order of magnitude safer than people and it's like it's like these are not small numbers here
52:24You know just they objectively how many crashes were there? Oh, it's 10 times fewer
52:28Okay, so like the company that massively reduces deaths and accidents should not be penalized for the few that do occur.
52:39That's like that would be super messed up.
52:41Because the total full autonomy safety is going to happen.
52:44I mean even with full autonomy there's still not going to be a non-zero number of things because this is a long fall.
52:50Well, like you're still interacting with, you know, like the, it's going to take a long time for the fleet is autonomous.
52:58So like when the fleet is autonomous,
52:59I'd say at that point, the problem,
53:00like accidents will be insanely rare,
53:03like a hundred times less or more than what they are right now.
53:06Like you just have to literally leap into traffic
53:09with no chance of the car at work.
53:11Like it actually like practically is suicide, you know?
53:15So when all the cars are autonomous,
53:18but for a long time, there will be autonomous cars mixed
53:22in with 99.7% non-autonomous cars.
53:27And then that means people will do,
53:30will swerve across traffic, like, so you go down a road.
53:32And somebody with a high speed non-divided road
53:37and a truck just drives into you.
53:41OK.
53:42What are you supposed to do?
53:44Can't avoid that.
53:45Yeah.
53:48And I think people also realize just how many people
53:51are dying out there from basically drivers falling asleep
53:56I mean, Jay's wife was killed by a truck driver that fell asleep.
54:01I forgot about that.
54:02She was on a bike.
54:03She was on a bike.
54:04Yes.
54:05And a truck driver fell asleep.
54:07The truck veered across the road and ran over and killed him.
54:11Yeah.
54:12And if that truck had had a water pilot, it would have stayed in late.
54:17And it would not, it should be a life date.
54:19Wow.
54:20The irony of that.
54:21Yeah.
54:22So anyway, either way, we're just going to keep doing it.
54:26Yeah, got to do it.
54:29It just takes the heat.
54:31I don't.
54:32Well, last thing.
54:34We won't take as much alpha waves or mind share, but a lot of people, a lot of fans and owners
54:41want to know about Apple Music.
54:43You've been avoiding my question on that so I stopped asking.
54:47And what are we looking for here?
54:50What is Apple?
54:53Just another new way for the longest time.
54:56Waypoint.
54:57Thank you for waypoints.
54:59That was the life change.
55:01Thank you for waypoints.
55:02Thank you for waypoints.
55:03Thank you.
55:04Thank you.
55:05Thank you.
55:06Thank you.
55:07Thank you.
55:08Seriously.
55:09Yeah, it could definitely be better.
55:10Come on, man.
55:11It just takes seriously.
55:12Seriously.
55:13I'm sorry.
55:14Come on.
55:15Sure.
55:16I mean, she's just like sick with your calendar and you shouldn't have to type anything.
55:20Yeah.
55:21I had to use my calendar for that to work.
55:23Do you have the calendar sync book and pretty well?
55:26I just don't use the calendar.
55:28He doesn't use the calendar.
55:29That's a general.
55:30Yeah.
55:31For me it's a hit and miss but.
55:32Yeah.
55:33For all that we had to work well, I think I haven't used it in a while.
55:36But it should basically just automatically take you where you want to go without saying.
55:40Yeah.
55:41I just look at the calendar and go based on that essentially.
55:46So Spotify title amazing.
55:48Thank you.
55:49Oh my god, the sample in the new model,
55:50that's when you actually connect it to Wi-Fi.
55:52We made it right before the cyber rodeo.
55:53We were in a parking garage with Wi-Fi.
55:55Oh my god.
55:56Really, I'm lost in audio.
55:57Yeah, title's great.
55:58I love it.
55:59But, uh, ballafians don't have title,
56:02but they do have Apple music, so they've just been asking.
56:04So, low on your side, really.
56:06Like, are you talking about like,
56:08Apple's like car implementation?
56:10No, no, no, no.
56:11No, we say it early.
56:12So Spotify has a subscription that you can pay
56:15to like subscribe to it.
56:16Yeah.
56:17as an Apple music that you can subscribe.
56:19Oh, you mean just not through the phone, basically?
56:21Yes.
56:22Correct.
56:22To the car.
56:22Yeah, exactly.
56:24So just to avoid Bluetooth.
56:26Yeah, correct.
56:27Exactly.
56:28Because then it's still manual.
56:30Yeah.
56:31Yeah.
56:32There's a fair amount of customers who use Apple music.
56:35OK, I'll pursue Spotify.
56:36That's true.
56:37Yeah.
56:38No problem.
56:39I use Apple.
56:39I actually have one of the rare people who
56:41I use, I don't use a gas Spotify.
56:45But I just use Spotify through Bluetooth.
56:48I mean, so I use Apple Music through Bluetooth.
56:50Oh, you do.
56:50So if I play Apple music, I'm just Bluetooth.
56:52Oh.
56:55Yeah.
56:56Doesn't bother you.
56:58Sound quality?
57:00I mean, the sound quality is like,
57:05we can definitely improve the Bluetooth data rate,
57:08if that's the bottleneck we're talking about.
57:10And that would make everyone happy,
57:11but not just the Apple Music voters.
57:13Sure.
57:14Yeah.
57:14I use Spotify, but I still do it through my phone because like that's just how I do my
57:20house. I do it through my phones when I get my sonos in the car and goes through.
57:23Yeah, I'm pleased with them.
57:25I might solve that.
57:26I got the 16 to 32 and make it happen.
57:33No, I'm just sorry.
57:35I'm just still in awe of like this whole experience.
57:39Yeah.
57:40Yeah.
57:41Sorry.
57:42You caught me one of those
57:45Like moments we already have wave lights so I have no feature request
58:01So
58:03Alright, I'm a peasant now with legacy S or have a legacy p100d
58:09So the blind spot camera when you right-click or when you use the blinker
58:14it doesn't show up. So when you reverse though, you know the repeater cameras, they would show up,
58:20they show up in you know all the new ones, but I'm on the legacy X. It's 2018 December.
58:26Show us up, we need to get the car in reverse.
58:28Yes, so it's already there. It's just, it's about the future on the three when you hit the blinker on it.
58:33Yes, yeah, exactly. I love that. I mean, Elon, you responded to me to do it and then it just didn't get on my car.
58:40So it sucked.
58:42It seems like a small number of people, but a value of the feature too.
58:47That's why I said I'm a peasant, but I'm not going to.
58:50It's fine.
58:51I mean, I'm not saying like our resource allocation is perfect because it certainly isn't.
58:55But I mean, one just needs to stack rank the issues by like how much good will this do
59:01times number of people?
59:03And we have a lot of long list of things.
59:08So the, I'm pretty far down the list is like,
59:12you know, adding features to legacy products.
59:15Yeah.
59:16That's why I said I'm a peasant.
59:17How different we were saying that as upgrade?
59:19Oh, come on.
59:20I got free lifetime super treasure, man.
59:21It's, yeah, it's just like, it doesn't make sense for,
59:25you know, future people to.
59:28Yeah, that makes sense.
59:29Like if there was like some factory
59:32that just produced great software engineers,
59:33like you just ordered, like, I would need
59:36a hundred great software shares, then no problem.
59:39But there is seems like there's a very small number
59:41of great software shares.
59:43Makes sense.
59:43And a bunch of the ones that I know are great
59:46got rich to stop working.
59:47Yeah.
59:48I probably know if you're those.
59:50God damn it.
59:50That's why you're trying to bring the price down.
59:52No, stop leaving.
59:54Yeah.
59:55I mean, I know a lot of very capable people,
59:59and once they got rich, they just stopped working.
1:00:01Sure.
1:00:01It's like, I don't know.
1:00:03their life, but they stop coding, and they just,
1:00:10I don't know what they do.
1:00:11Like once them say they invest in stuff,
1:00:14but, you know, yeah, I mean, like,
1:00:21there's a lot of really capable people
1:00:23who are semi-retired that I know.
1:00:29I almost like the weirdo, it was like,
1:00:31I flow work like a maniac,
1:00:33I just wired that way.
1:00:34So, for most people I know, they just pass certain amount of money there.
1:00:40They work, not work there, they do as much less.
1:00:42Well, and this is the interesting thing for this interview.
1:00:44I've never actually heard you say that, like, basically you're an existentialist.
1:00:47I've not heard you say that directly.
1:00:49I've always thought that.
1:00:50I actually basically was studying it in high school.
1:00:52Yeah.
1:00:53Right around the same time I discovered Tesla and I was inspired, I had to do that.
1:00:56And so it's just interesting that, like, yeah, I don't see you ever really retiring
1:00:58just because of the fire that is driving you to work right now.
1:01:02Yeah.
1:01:03I just don't see it happening.
1:01:05Yeah, exactly.
1:01:05So it's like, try to figure out what's going on.
1:01:18Yeah.
1:01:18And then I'll make you yell.
1:01:20Yeah.
1:01:20And then just take the set of actions
1:01:22that are most likely to enable us to figure out
1:01:26what's going on and understand the universe.
1:01:33True.
1:01:34I think if you're not an alien, I just
1:01:35that you're trying to become an alien. You're trying to pursue and find other life potential.
1:01:39He's the best.
1:01:40Yes, we're trying to be the alien.
1:01:41He's trying to be the alien.
1:01:42He's trying to be the alien.
1:01:43He's an alien.
1:01:44He's talking about it.
1:01:45He's talking time.
1:01:46I never thought of it that way.
1:01:47Yeah.
1:01:48At some point.
1:01:49Yeah.
1:01:50Yeah.
1:01:51Aspirinauts are kind of just aliens.
1:01:52Yeah.
1:01:53I mean, it's very, it's very, you know, the story of Paradox is profoundly important question.
1:01:59Um, and this book that's like, I don't know, 50 answers to the story of Paradox or something.
1:02:05And we're not going to get the put out a new one where they can take out some other answers to the funny products.
1:02:10It's quite good.
1:02:12Because it's very troubling that we don't see science aliens.
1:02:17It's very troubling.
1:02:19Something does not have...
1:02:20I used Universe 13.8 billion years old and we see no evidence of any alien positive visitation whatsoever.
1:02:28Nor can we detect any signals or anything like that.
1:02:32Nothing.
1:02:33The only thing I can think is it's time bound.
1:02:35We are the last one that's currently alive, and there may be future ones that become alive,
1:02:39or at least can be perceived as alive in the future.
1:02:42Well, if the universe is, say, 13.8, you know, go like basically 13,800 and something
1:02:48million years old.
1:02:49So you talk about that instant?
1:02:50Well, if you even want to increment the third digit past decimal point, that would be a
1:02:54million years in the future.
1:02:57And civilizations, as much as the start of writing, is 5,000 years old.
1:03:02So.
1:03:04And given current birth rates, too.
1:03:07Yeah.
1:03:12So do you think we're alone?
1:03:15Emily, yes.
1:03:15We're 200 times the length of civilization.
1:03:20What was that one?
1:03:21Yeah.
1:03:22So do you think we're alone?
1:03:23I'm absolutely stating the, I think we're
1:03:26adhered to the scientific method, which is that we have no evidence.
1:03:31Yeah.
1:03:32It's not just our.
1:03:34Just this there is nothing that with no evidence of aliens live whatsoever nothing nothing nothing flat damn nothing
1:03:41Yeah, no signals no
1:03:43You know like all of it would have taken would be for
1:03:47like an alien civilization to put like like a one-inch cube of
1:03:54Pure titanium
1:03:56Like just like just a titanium cube. I'll be like what can aliens man
1:04:00because they sure as well didn't know how to how to refine the ox dyes and and create like a cube of pure titanium
1:04:08But what if that will pure anything pure nickel? How about that?
1:04:11It's my my daily life. Well if we if it when we find the especially the first one will be more like a bacteria
1:04:16We probably won't find you know human like able to modify the world around them. I think we'll find bacteria
1:04:23Yes, I think this this likely like if you look at earth
1:04:26But the Earth was just basically archaic bacteria
1:04:30for a very long time.
1:04:32And it was a huge thing to have mitochondria
1:04:36get incorporated into a cell.
1:04:38And then have that mitochondria also
1:04:41divide when the cell divides.
1:04:42Those are so gigantic.
1:04:46And you just can't have a complex organism really
1:04:49of any size unless you've got a little power plant
1:04:52with mitochondria in your cell.
1:04:54So the mitochondria basically seems to have been like some bacteria,
1:05:00archaic bacteria that got captured, and then essentially when it's symbiosis with the thing.
1:05:05But then the crazy thing is like how does it replicate itself when the cell divides,
1:05:12the mitochondria must divide at the same time.
1:05:15How do the mitochondria absorb that?
1:05:16So there must have been like crazy number of times where mitochondria was absorbed,
1:05:21but did not replicate itself when the cell did.
1:05:25I think that's why I think we'll find bacteria,
1:05:27but guess the follow-up question is,
1:05:28how would we even perceive that
1:05:30if it's further than our sources?
1:05:32How do we perceive bacteria as life
1:05:36if it was outside our sources?
1:05:38Because that's what gives me hope.
1:05:40That it's just so small or different
1:05:42that we just haven't yet been able to look for.
1:05:47Yeah, well, and I think generally we're looking
1:05:49for like life we can talk to, you know, type of thing.
1:05:51Doesn't matter if it's life versus life we can talk to.
1:05:54Yeah, I mean, if we find a planet of trilobites, you know.
1:05:57OK.
1:05:58That's still incredible.
1:05:59You're not quite able to.
1:06:00It's cool.
1:06:01Can't talk to them.
1:06:02It's like simple shelf creatures.
1:06:06Sorry for my baby.
1:06:07It's not at all.
1:06:08And they're probably different.
1:06:09Maybe they'll make it different.
1:06:10Even more.
1:06:11Simple shelf creatures.
1:06:12They're like, OK, we found a wide range of simple shelf creatures.
1:06:16I think that seems quite likely, frankly.
1:06:23Yeah, there we go.
1:06:24Yeah, no, I mean, I say the probability standpoint.
1:06:27I think that's likely.
1:06:28It's like how many civilizations that can actually talk to that are around at the same
1:06:36time as we are around, those appears to be a vanishingly small number, maybe zero, that
1:06:43are in this galaxy.
1:06:45we don't really know of a way to get to other galaxies with current physics.
1:06:49Would you say, given potentially all the unknowns, what are your thoughts on their
1:06:54being like creator?
1:06:55You know, in general I was saying like, if you're going to aim for an evidence-based approach
1:07:05to existence, then you simply say, what is the evidence?
1:07:10And your conclusion should be probabilistic according to the evidence.
1:07:17So there's clearly some, like we don't know what the origins of the universe are.
1:07:23We don't know if this is just, is this a simulation or is somebody's video game?
1:07:26I mean if you look at how at the progress of video games going from simple blocks with
1:07:32Pong to you know 3D rhythm, you know, masterly multiplayer, photorealistic video games, in
1:07:39our lifetime.
1:07:40If that train continues, video games will be indistinguishable from reality.
1:07:46So, I'm saying in our video games, we're saying that this is a remarkable situation with this.
1:07:52You can still be at a single turn of civilization.
1:07:58Yeah, I mean that's the wild thing, right?
1:08:01There's the history of it.
1:08:03Find it.
1:08:04Find it.
1:08:05Something caused the universe to come into being.
1:08:08You know, there's like some uncorbed cause.
1:08:12Like there's some like originate.
1:08:14It's like it came somewhere.
1:08:16It's a whole separate question.
1:08:17Is there someone, some invisible creature
1:08:20or invisible deity judging our actions
1:08:23and deciding whether we're going to go to a good place
1:08:25or a bad place when we die?
1:08:28That doesn't seem to be the case.
1:08:33Or at least it's not clear what the rules are.
1:08:38Because then there'd be a lot of mass murderers
1:08:41and stuff that should have been, I don't know,
1:08:45not enough in a good place.
1:08:47I don't know.
1:08:47It's hard to say.
1:08:49People get very defensive about religion because it's like, you know, they're sort of identify themselves by
1:08:56a particular religion. I'll put out there if you kind of drive yourself by existentialism, it's like
1:09:02replacing that to them. Yeah, it's replacing their purpose for me. Well, it's certainly, it would be a
1:09:12change to say like let's pursue an expansion of consciousness in order to
1:09:23understand the nature of reality whereas if you say no I do I do understand the
1:09:27nature of reality because I believe in this in this religion or that religion
1:09:31and that is that is my explanation for reality which is how a lot of people
1:09:35with your view of things.
1:09:38Yeah.
1:09:40So I'm like, OK, you know, I mean,
1:09:44one doesn't want to get into a religious debate.
1:09:46It's just going to be a different path
1:09:51that people follow if they take religion, face value,
1:09:57versus take the position that we don't know what's going on
1:10:00and we want to find out what's going on.
1:10:02So it's a very different set of actions.
1:10:07I guess what I'm saying, religion lets people believe that they know what's going on already.
1:10:12Yeah.
1:10:15And I don't really have any issue with religion provided that we just generally go in the
1:10:21correction that both is consciousness.
1:10:27And at the end of the day, if religion results in more people being created and the atheist
1:10:34on having kids, then well, it's going to be a self-fulfilling
1:10:38prophecy.
1:10:39Yeah?
1:10:40Those are.
1:10:41Yeah.
1:10:42None of the people around will be religious people.
1:10:44For you.
1:10:45All right.
1:10:48Thank you.
1:10:49Make sure you work.
1:10:50Sure.
I want to especially thank you for Starman, putting Starman in Roadster into space was the most life changing thing I've ever seen. Also, I wanted to give you this, and thank you for allowing this to happen. This is the Starman Begins episode we just made. Just a gift. Thank you. Thank you. Thank you for, I mean, the course we're on, that I was a space geek as a kid, and I didn't believe anything was gonna happen, because in the 90s, nothing was happening.0:11
And I didn't even pursue an engineering career because there was nothing to do in space. But when I saw that, I was like, I knew that this was real, and pretty much changed everything I was doing to make this. All right, cool. Thank you. That's great. Yeah, and do you know how K to B that arose to was in the Falcon Heavy? I've heard bits of internal war, but never from you. So I would love to hear this. Well, normally when there's a new rocket that's launched,0:36
there's something very boring, like a chunk of concrete or something, is just as, because you don't risk an expensive satellite on the first launch of a new rocket. So I was like, hey, guys, we can't put a chunk of concrete. That's going to be super boring. That's what boring we do. No, truly. They did do it. In fact, literally, I think it was a chunk concrete or something that they put on their first launch of the Delta IV or something.1:02
So now we're going to spice it up. So I was talking to my friend, Jonah Nolan, who's like, you would like the really good Batman movies and Westworld and stuff like Crystal, his brother, so. Oh, wow. And I was in his kitchen, and he suggested that, I should put a Tesla in, and I was like, oh, OK, that's a good idea. And so I was like, well, I've got one in my garage. I can use that one. So it's not serial number one or anything.1:28
It's like later, like 1,500 serial number or something like that. And so literally the car that I was driving around LA is now in orbit around Earth and Mars. You could track it. Yeah. But it was basically like, let's have something that looks cool instead of boring concrete. And I really thought there was quite a good chance to rock with a failure fail. We've had a number of rocket failures in the past. So there's so much that can go wrong with a1:57
Falcon Heavy, that's kind of surprising that it'll work. That goes like, holy crow, I can't believe it'll work. This is insane. That was my reaction with the Falcon Heavy launch. And then the star man was like, well, we've got a car. I put someone in the car, you know, otherwise like he's driving it, you know. And so that's where we put the star man in the car. And then there's the tiny star man in the car. Yes. And that was a friend of mine, Nora, who is like, yours should put like a spool, I should2:26
put like the matchbox Tesla on the dashboard with a tiny star man in it. I was like, okay, we'll do it. And then I don't know what the aliens are going to think when they discover it. Clearly they worshiped this thing, and then they made a small version of it because they worship it so much. It's like the stuff that we discover of ancient civilizations, the answer might be much more less serious than we think. We just think everything's a temple that they worshiped.2:57
Maybe it's not. It's just like some thing that they made. It's moved all the way down. Exactly. I also have one selfish question, car sharing. Obviously we're working towards full autonomy, that's the main goal, but there seems to be a .5 step. And I'm actually a car share, I have eight Teslas and one of the other, I'm sharing on Tarot. And I just feel like there's so many ways that the Model Y specifically is optimized3:29
and cyber-truck and future are even more optimized for car sharing. Is there someone working on that at Tesla? Our issues for the last few years have been not car sharing. I guess like a rental car is kind of a car sharing situation. Sure. It hurts being a big player now. Yeah. We've just been trying to keep the factories operating the last couple of years. It's been a very difficult thing. And like supply-shaded eruptions have been severe, like extremely severe.3:53
So it is required all of our attention just to keep the factories going, not to think of like, at the end of it, like the super hard part for a car company is like, how do you get revenue above cost so you don't go bankrupt? And so it's not really like, you know, as long as our demand is enough to absorb the production and we have production enough to cover our fixed expenses, then we're in an okay spot.4:26
Right? I'm thinking about like downtime. If these cars are traveling 400,000 miles, sitting in someone's driveway, they're not gonna collect 400,000 miles before the paints kind of had any issues. I imagine that increasing the utilization of the existing fleet, obviously, fossil driving does that, but up until then, if we have car sharing installed to increase utilization, increase the number of miles on these vehicles, it's a good thing for the world.4:59
I said that that is a high class problem that, you know, the thing that like car companies, you should think of car companies as like at any given point they desperately want to go bankrupt. Okay, the car company is desperately trying to go bankrupt at any given point in time. So in order to have that not be the case, you have to have the fact that factories have to have to be active.5:21
Otherwise you have parts piling up in warehouses all around the world and you can't ship but if you're missing any parts you can't finish the car and ship it. So the past two years have been an absolute nightmare of supply chain interruptions, one thing after another. And we're not out of it yet. So that's overwhelmingly our concern is how do we keep the factories operating so we can pay people and not go bankrupt.5:52
And then everything else is nice to have. Even recently, the COVID shutdowns in China were very, very difficult. You guys actually say the least so well that we all think of you as a tech company first which has like you know like Alec Apple right they make hardware, but they've spent way more money on software Which I'd even say I've got the perception sometimes if it's like oh, yeah Things are they've got this just huge stack of bandwidth, but like you're right about of money and hardware moving through this place6:30
But like this factory is losing insane money right now Because we can't make it we look because we Like we should be out putting a lot more cars from this factory versus a very puny amount of cars. But we had challenges with the 4680 ramp and with the structural pack ramp and then ironically the tooling because we were able to do 2170 sales with the tooling necessary for making 2170 variant cars just stuck in China.7:01
So we have this Shanghai factory in-op. We've got the tooling to enable this factory stuck in port in China with no one to actually move it, which basically then caused this factory's production ramp to be very tiny. Now this is all going to get fixed real fast, but it requires a lot of attention. And it will take, like I said, it'll take more effort to get the factory to high-volume production than it took to build it in the first place.7:35
And the same is true of Berlin. Berlin's in a slightly better position because Berlin started off with the 2170 style and did not have the 4680 instructional pack risk. So both Berlin and Austin factories are gigantic money furnaces right now. Okay, this should be like a giant roaring sound, which is the sound of money on fire. Okay, that's what... Dumpster, fire, right? Dumpster, yeah. Bigger than a dumpster.8:11
Shonsh is too small. Gigafactory level, lightly Berlin and Austin are losing billions of dollars right now, because there's a ton of expense and hardly any output. So getting roller and orsten functional and getting Shanghai back in the saddle fully are overwhelmingly out-conserved. Everything else is a very small thing, basically. Understanding that this is not of immediate concern, but does a plaid model 3 make sense8:43
to you in your mind? No. Could the weight even handle that power strain? Like its potential. We're trying to reduce complexity. I understand. Yeah. Okay. And we're our own worst enemy in adding complexity. I mean, the grand scheme of things, the Model S and X are, we're doing them not because they are huge money owners, but really for sentimental reasons.9:19
Like at full output, we're talking about 100,000 cars a year for S and X. But three in a while we'll do two million plus. So it's like 10X or more frankly. I think three and a while probably do three or four million and S and X will top out at 100,000. Just because the affordability drops off exponentially with price. So as price rises, you basically, a number of people that can afford an S or an X,9:57
it doesn't drop by a little, it drops by an order of magnitude. So a doubling of the price will drop the affordability by a factor of 10. It's a rough rule of thumb. Is there any additional thing that we can continue to do? I mean, we tried to have this with the solar taxing. I mean, it's probably hard, even like, I'm asking you, how can we help? It feels like a weird question. Well, I mean, the public support is certainly appreciated.10:29
And shooting down the part is always very helpful. And there's an argument for maybe we should advertise, because the traditional media will not run negative pieces about automotive, because automotive is one of the biggest, if not the biggest, advertisers in their paper. So they're like, the ads could literally be nothing through the better because of the articles that are called lessons. Yes, like this is like, so Tesla's like basically free game,10:57
whereas it's safe to say that if they run some negative piece about General Motors, right next to a General Motors ad, General Motors parking exactly is gonna call them up and say, why did you do that? Do you wanna call it now? Yeah, exactly. It's like, yeah, your budget next year, we'll be spending nothing with your publication as much. Yeah. Yeah, exactly. And they don't have to do that because they know. So there's a test of understanding11:31
that you don't run hit pieces on your major appetizers. Yeah. It's bad for business. Yeah. Right. And people say, oh, this, don't worry. There's a fire. This is a trial. It's a wall between the business and editorial. I'm like, yeah, but they also know who's paying their salary, okay. They don't need like, they're not idiots. Say whether there's a firewall between me and my boss, but you don't know me. Yeah, exactly. They just know, don't go there.12:03
That's what they know. But they can go to, they can trash tiles, like it tells us it's an advertise. So that's the issue. So maybe we should advertise it at least, like, you know, I don't know, it sort of, it doesn't feel right, but that is something we could do. I mean, the grand scheme of things though, like if you look at like, if you ignore sort of the Stearmendron and say, just like, okay, well, is it actually causing us to sell fewer cars?12:31
It doesn't seem to be. So then why should we care? Man does not miss you. So they can actually, I mean, frankly, a bunch of the pieces trashing Tesla, you know, like, especially like, So like 2017 through 2019, the press was just a non-stop hate stream. It was like, tesas are fraud, tesas are failure. Tesas are fraudulent failure. Tesas are like, you know, thumbing through the puss, the sorest were like bad words to use.12:59
It was like insane. You just like, click on like the phone, like the stock ab ticker. And I remember like, for three years straight, it would just be like headlines just trying trash and Tesla just all over and over and over again. And our sales went up. So I'm like, okay. Yeah. So I'm like, I guess, keep trash enough. You know? Because at the end of the day people were like, oh yeah, just keep bringing about Tesla. I don't know why, but I just keep bringing about it.13:31
I can't remember what the article was about, but I know I read about Tesla 17 times. And GM's none. No, that's good press or whatever. Yeah, all press is good press. There's some truth to that, you know? So, because generally you say, like of the articles that you read about a newspaper like last week, how much content can you remember about those articles? Really, it's just the headline. It's sentiment? Yeah, the headline, vaguely.14:01
People aren't reading the articles. Yeah, yes. I don't like there's a big movement on Twitter, like please read the article before you retweet it or forward it. You've retweeted tried to do some flutter. And everyone's just forward retreating and forwarding this on the freaking headline. Even the content says the exact opposite of what the airline is. And the headline shows by the editor and the writers, like I didn't even pick the headline.14:29
Literally said the total opposite of what the headline was. And people don't even know because they just forwarded the headline. Actually, one of the best one things that should happen in Twitter is like every time you click on a news article, you hit a paywall. And it's like, how do you do? Yeah. super annoying. Yeah, exactly. So you just see the headline. You literally can't read article. So there's a little sign there that says can't read article. Yeah, and it's like,14:54
I don't want to get a subscription to Philadelphia choir, but I'm sure they have every on a game and a good article that I'd like to read, but I don't like 18, like 12,000 subscriptions. And also, they don't even make it easy to get a subscription. This 18-page process where you tell us everything about your entire life is what's required to subscribe to XYZ and newspaper and some, whatever. Who's going to do that? Imagine what it would do.15:25
And then I keep losing my password for the ones that I'm talking about. And then it opens like Twitter's emulated browsers. It doesn't even log in anyway. Yes, exactly. It's like I actually have a subscription to the New York Times and the Wall Street Journal. I'll like open it, I click on the Twitter link, and I'm like, it's saying that I'm not a subscriber. So then I have to like click go to the web server, have it redirect to the app on my phone.15:53
This is Cockamade nonsense, right? It feels like a problem for Apple, though. I was literally just about to say it. Which be, I wonder if it should be the best. It's just annoying. It's like a weird one. I was just trying to figure out what the hell's going on, and it's like paywall, and then, everyone thinks I'm fucking paywall, and then, and you look literally on your website. It's a simulation. Yeah. It's annoying and even when you have the subscription,16:14
it doesn't figure it out. And I mean, Twitter is totally messed. If Twitter got in the middle and algorithmically started deprioritizing content that did that, eventually, I was saying, when he was saying about Apple, Twitter could ultimately end up like Apple, which is like, you want your content that's subscribed to be that way? Great. Users can subscribe to Twitter to whatever news is. And when they click, it's good.16:37
Twitter can, honestly, make a better user experience. It did get in the middle of that. I might not pay in a dollar a month with the Atlantic, as part of a $5 a month Twitter plan. It gets me all the subscribe news. Right now clicking a link and going to it, I just lose my fucking mind. Yes. I'm going to Reddit to go find the fucking link with somebody like poke it all down. Totally. I'm gonna call this if that ever happened one day.16:58
No, I think that's the thing I should have. No, I know. Like this is definitely like a loss of value here that is simply missing where it's like, I understand that all these publications want to maximize the subscribers and kind of own their customer and stuff. But there's a huge number of people who are never going to subscribe to that publication. Like let's say, not pick up the Philadelphia Choir, but let's say you don't love Philadelphia.17:18
So most of the time, you don't want to read the articles. But every now and again, they've got some reporter on the scene at some news event, and they're actually the smallest article. Everyone else is just copying them and printing their stuff. And so you want to read the Philadelphia Choir article, but there's no chance you would become a subscriber. So they're not losing a subscriber, but they are annoying everyone who's not going to be17:46
a subscriber. So there's got to be some way to solve that. I can sort of plug the Twitter or I'll put a couple of those. Ten cents for this article or something. Exactly. One knows point for this article. It should be like, I'll pay ten cents for this article, whatever, but the answer is 20 cents. It's like fine. And that should work. That's how it should work. Music artists get paid like that already. It's being a listen based on the scale18:08
that I've sold out over a lot of dimensions. This is going to have to go to the compartments. There's just like this. And there's no losers here. In fact, the media company will be a winner. They won't be incremental revenue. Over and above those who would never subscribe to the publication. And they're going to read the news and not have to stop behind payables over to Madhouse. I mean, we don't even have a map that's as good as we chat18:35
in China. In China, you get like live on WeChat, basically. It's like, yeah, everyone is like, they live on WeChat. You do payments, you do everything. It's like, yeah, it's great. Basically, WeChat is kick-ass. And we don't have anything like WeChat outside of China. So I was like, my dear, how about if we just copy WeChat? Hey. Hey. Copy them. Buy a Twitter, copy's WeChat. Yeah, pretty much. Yes. Better user experience.18:58
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