去年这个时候,舞台上那台"机器人",紧身衣里裹着的是个真人,被灯光打着跳舞。今年同一个舞台,一台没有缆绳、没有外部支撑的机器人自己站了起来,挥了挥手,做了几个蹲起,然后被工作人员推着下了台。
"我们只是不想让它当众摔个嘴啃泥。"(马斯克)
这句话基本概括了 Tesla AI Day 2022 的调性:东西真做出来了,但离"能用"还有不短的路。这场发布会同时在讲三件事,一台人形机器人、一套纯视觉自动驾驶系统、一台自研的 AI 训练超算。三件事看着分散,底层逻辑是同一条:把真实世界的视频喂进神经网络,让它输出动作。
机器人这次是自己走的
上台的这台代号 Bumble-C,是开发阶段的原型,用的是半现成的执行器。它被拉去弗里蒙特工厂干了一段活:搬箱子、把零件送进焊接工位。屏幕上播放的演示里,有一个视角是机器人自己"看到"的世界,它能把要抓的物体单独识别出来,标上颜色,然后伸手去抓。
这套能力直接来自 Autopilot。米兰·科瓦奇(Milan Kovac)说得很直接,Autopilot 的计算机视觉神经网络被原样搬到了机器人上,唯一变的是重新采集的训练数据。"我们只是把一个坐在轮子上的机器人,换成了一个站在腿上的机器人。"
随后推上来另一台。外壳掀开,里面全是特斯拉自己设计、自己制造的东西,执行器、电池包、控制系统,一个外采件都没有。它当时还走不了路,马斯克说大概几周之后就能走。
为什么非要做成人形
这个问题在整场活动里被回答了很多次,答案都指向同一个方向:世界是按人的尺寸建的。
特斯拉的工厂、货架、门把手、楼梯、工具箱,全都被设计成人类可以操作的样子。一台轮式机器人或者一台专用机械臂,每换一个任务就要重建一次环境。人形机器人不需要,它走进一个为人类准备的空间,所有东西天生就是给它准备的。
手的设计负责人迈克尔·里瓦斯(Michael Rivas)把这个逻辑翻过来说了一遍:因为这些物体是为人类的手设计的,所以我们的手只要能复现人类的手,就能抓住我们从未见过的新东西。省下的是给机器人适配世界的工作量。
代价是自由度暴增。整机保留了 28 个基础自由度,手另算。团队花了大量时间研究人体,结论是人体有一堆多余的自由度:把指尖按在椅子上不动,肩膀和肘部还能在很大范围里随意移动。这些冗余对人有价值,一台只想干活的机器暂时用不上,所以砍到最小可用集。
手是整场活动里最硬的活
一只特斯拉的手有 6 个执行器、11 个自由度,指尖速度能到每秒 300 度。驱动方式用金属腱,弃用了连杆。
腱驱动在机器人圈子里一直被质疑,主要担心耐久性。现场有人直接问了这个问题。回答是:先试过合成腱,强度不够,最后选了金属编织线缆。腱的好处有两个,一是零件数量少,要造几百万只手的时候,少一堆微小连杆是天大的差别;二是可以做到"防背隙",手指运动不会有间隙和抖动。
另一个细节是弹簧。手指靠腱收缩,靠弹簧被动伸开。这样不需要为"张开"再配一套执行器,一只手省下一半的驱动。同时还有一套不可反驱的离合机构,抓稳东西之后电机可以完全断电,靠机械结构保持握力。
这套方案会被推翻吗?马斯克说得很坦白,团队在很多技术路线上未必选对了,架构也没有被钉死,第二代、第三代手可能会大幅改动。眼下的目标只有一个:最快路径造出一台有用的机器人。
膝盖里藏了一段生物学
结构负责人马尔科姆·戴维斯(Malcolm Davies)讲了膝盖的故事,信息密度很高。
特斯拉造车时练出了一套碰撞仿真能力,Model 3 的仿真碰撞和真实碰撞几乎完全重合,那个模型包含 3500 万个自由度、每一颗螺栓、每一个焊点。这套东西被搬来让机器人摔倒。目标很具体:摔了之后别把手臂里的减速箱摔碎,那相当于人的肩膀脱臼,修起来又贵又麻烦。
团队还做了模态分析。一般人造机器人,会把第一阶固有频率做到接近 10 赫兹,为的是让行走控制变简单,脚不会乱晃。特斯拉做不到这一点,因为它要用塑料而不是碳纤维和钛合金,要造几百万台,刚度上不去。
于是它反过来问:人为什么能在这么低的频率下走路?
"我们就是一堆湿软的果冻加几根骨头。我跺一下腿,它不会以 10 赫兹振动。"(马尔科姆·戴维斯)
答案是控制。把模态数据和刚度信息喂进控制系统,让控制器去处理柔性。这条路更难,可它是唯一能撑住大规模量产的走法。
膝盖的设计也来自观察人体。人蹲下去的时候,膝盖承受的力矩比站直时大得多,这条关系是非线性的。团队把行走、搬箱、下蹲、爬楼这些任务的力矩需求全部画在同一张图上,发现需要的曲线正好是一条非线性曲线。四杆机构的力矩特性,天生就把这条曲线拉直了。用简单的两杆直连,执行器的峰值力要大得多,效率也差得多。
能举起半吨重的三角钢琴
执行器负责人康斯坦丁诺斯·利亚皮斯(Konstantinos Laskaris)展示了执行器组合的推导过程。
汽车的痛点很清晰,电机要满足 0 到 60 英里加速或者城市工况。机器人有 28 个关节,每个关节的任务是什么并不显然。所以团队先把"走路""爬楼梯""搬重物"这些高层任务,翻译成每个关节的力矩和转速轨迹,再把这些轨迹叠到执行器的效率图上,算出完成这个任务要消耗多少能量。
接着是暴力搜索:在集群上求解几十万个候选执行器设计,画出成本与性能的散点云,取红色那条帕累托前沿。每个关节单独最优,会得到 28 种完全不同的执行器,这在制造上不可能。所以再来一轮"通用性研究",找出能同时满足多个关节要求的同一款设计。
最后的答案是 6 款:3 款旋转执行器、3 款线性执行器。线性执行器用了行星滚柱丝杠,现场放了一段视频,它把一台九英尺长的三角钢琴吊了起来,重量大约半吨。团队强调这来自真实需求:人类的股四头肌在直接驱动时也能做到同样的力,只是膝盖这个"升速连杆系统"把力换成了速度,让脚踝跑得快。
2.3 度电,两万美元,和"经济变成准无限"
Optimus 的躯干中间放了一块 2.3 千瓦时的电池包,够干一整天活。电池的所有电子件,采样、熔断、充电管理、配电,全部集成在一块 PCB 上,冷却方式和安全设计直接沿用汽车和储能产品的经验。
"大脑"也在躯干里,不在头上。它基于特斯拉已经在每台车上出货的 FSD 计算机,但改了形态和接口,增加了无线连接、音频、以及硬件级安全功能,后者是为了保护机器人本身和它周围的人。
价格是这场发布会传得最广的一句话:预计低于两万美元,最终年产量可能到数百万台。马斯克的原话是"这是我猜的"。
为什么要把成本压到这个量级,他给了一套经济学的推导。经济产出等于参与生产的实体数量乘以人均生产率。当资本不再构成限制,参与生产的"实体"可以无限复制时,经济的定义本身就开始失效。
经济会变成准无限的。在良性情景下,这意味着一个富足的未来,一个没有贫困的未来,你想要什么产品和服务都能得到。(马斯克)
他把这个量级差算了一遍:自动驾驶对运输生产率的提升大概是半个数量级到一个数量级,人形机器人对经济产出的提升可能有两个数量级,而且上限看不清楚在哪。
一家单一股权结构的上市公司,被当成 AI 的治理方案
马斯克花了很长时间讲治理结构,这段在被传播的时候经常被剪掉。
他开场就说,特斯拉在做的事情有可能对 AGI 做出实质性贡献。紧接着他补了一句,特斯拉适合做这件事,从治理角度看。
我们是一家上市公司,只有一类股票,这意味着公众控制着特斯拉,我认为这是好事。如果我疯了,你们可以把我炒掉。(马斯克)
这句话他说了两遍,还强调"这一点非常重要,不能被忽略"。逻辑是:如果公众不喜欢特斯拉在做的事,可以买股票、投票改变方向。他特别点出,很多人以为他可以想干什么就干什么,事实并非如此。
他没展开的另一面是,这套论证同时也在给"为什么这件事该由一家公司来做"提供合法性。这是他这些年谈 AI 风险时反复回到的位置:与其让不受约束的机构做,不如让可以被股东换掉管理层的实体做。
从 2000 台到 16 万台,FSD 这一年
阿肖克·埃卢斯瓦米(Ashok Elluswamy)给出了两组数字。去年这个时候,大约 2000 台车在跑 FSD beta。到今年,16 万台。
支撑这个数字的是迭代速度:过去一年训练了 75000 个神经网络模型,平均每 8 分钟出一个,全部在大集群上评估,最后只有 281 个真正提升了车辆表现,被推上车。也就是说,99.6% 的模型死在了评估环节。
这条流水线的产能本身就是竞争力。模型好坏是结果,能不能以这个频率生产并筛掉模型,才是原因。
用语言模型画车道线
约翰·埃蒙斯(John Emmons)讲的是车道检测的重写过程。
早期的车道检测被当成图像分割问题:把鸟瞰图上的车道像素涂出来。这套方法在高速公路上够用,因为结构规整。到了路口就彻底崩溃,因为路口里的车道线是交叉的、拓扑关系复杂的,而且经常被遮挡。
不确定性同样麻烦。如果看不清路口对面是两条车道还是三条,分割模型会老老实实把两条三条全画出来,画出一个"2.5 条车道",后处理算法直接傻掉。
特斯拉的解法是把它当成一个语言问题。车道被编码成一种特斯拉自创的"语言":每个 token 是一个三维空间中的车道点,token 的顺序和附加的修饰符编码车道之间的连接关系。起点 token、延续 token、分叉 token,分叉 token 还会回指它从哪个已生成的 token 分出来,就像语言模型里的指代。
于是整件事变成自回归生成:网络从空白开始,先预测一个粗网格上的热力图,取概率最高的位置,再细化到精确坐标,然后一个字一个字往下写,直到输出结束符。
好处是模型必须"承诺"。语言模型采样的时候只能选一个词,不能在两个词之间各占一半。所以路口看不清的时候,网络会输出一个连贯的猜测,不会同时画出并排的三条车道。这恰好是驾驶需要的行为。
这个车道网络有 7500 万参数,在车上跑一次不到 10 毫秒,功耗 8 瓦。整个车端所有网络加起来大约 10 亿参数,输出约 1000 个神经网络信号。
阿肖克补了一句,这套"语言"框架不只用于车。在工厂或者家里,你可以对机器人说"去厨房",系统给出一组穿过走道的路径,本质上和车道图是同一种结构。
预测到四阶导数
车辆检测这件事,特斯拉现在做的不只是框出一个物体。
网络直接从 8 路摄像头的原始视频流里,输出每个交通参与者的完整运动学状态:位置、速度、加速度、加加速度。阿肖克自己都觉得这件事有点不可思议,他说这些网络在预测位置的第四阶导数,而几年前人们还在争论摄像头到底能不能检测物体。
代价是数据。自动标注系统在服务器上跑几小时昂贵的网络,把结果蒸馏成标签,再拿去训练车端的小网络。仿真系统合成图像,标签天生就有。所有这些进入一条数据引擎:先训一个基线模型,推上车,看它在哪儿失败,然后去车队里挖出同类场景,人工或自动补上正确标签,加进训练集。循环往复。
一个具体例子:转弯处有一辆车斜停着,模型预测它是"等红灯停住了",于是自己减速等待。实际上车里没人,它就是乱停的。数据引擎找出 126 个同类片段,扩大挖掘到 13900 个,修正标签,重新训练。模型架构一点没改,这个 case 就解决了。
凯特·帕克(Kate Park)说了一句挺关键的话:学术界常常固定数据集去改模型,特斯拉反过来,模型基本不动,把数据当成最确定的杠杆。今年光是"车辆运动"这一个信号,就更新了五次。
500 万小时人工标注,压到 12 小时
张亚勤(Yeqiang Zhang)讲自动标注,500 万小时的人工标注工作被压到了 12 小时的集群时间。
训练车道网络要覆盖几千万趟行程、上百万个路口。原始数据特斯拉有,每天 50 万趟。难的是把原始视频变成训练标签。
特斯拉的做法是"多趟重建"。同一段路,不同车辆在不同时间、不同天气、不同角度开了无数次。系统先用多摄像头视觉惯性几何,恢复每一趟的高精度轨迹和路面结构,车上就完成预处理,轨迹漂移约每米 1.3 厘米、每米 0.45 毫弧度。然后把多趟数据做粗对齐、两两匹配、联合优化、表面细化,重建出一个完整的静态世界。
有了这个重建好的世界,标注新的一趟只需要把它对齐进去,30 分钟搞定。整个流程高度并行,在集群上标注 1 万趟只要 12 小时。每前进一步,标注吞吐提升接近 100 倍。
结果是,那些最难的人工场景,无路灯、大雾夜、环岛、被停放车辆遮挡的路口、雨夜镜头挂水珠,只要原始场景被其他片段重建过,全都能自动标注。
两周的活,五分钟
大卫(David)讲仿真,拿出了一个很硬的对比。
旧金山 Market Street 上一个复杂路口,美术手工搭,两个人两周。用新工具,五分钟。快了 1000 倍。
流程是把自动标注产出的真值倒进 Houdini 里的程序化生成工具:路面边界生成路面网格,车道图重新拓扑,车道线扫掠投影成贴花,中央隔离带生成绿化,外围建筑、消防栓、落叶由随机启发式生成,地图数据决定红绿灯和路牌的位置,车道图的邻接关系决定随机车流。
全自动,没有美术介入。
这套工具还能改真值本身。如果约翰希望网络更关注某条转向车道的路面标记,可以直接在仿真里程序化改写车道图,造出真实世界根本不存在的交通流,逼网络去学那个特征。
所有瓦片按地理哈希切成 150 米见方,可以任意组合,可以在一夜之间重算全部瓦片。一个人花两周,就把旧金山大部分城区街道生成出来了。
Dojo 为什么不要 DRAM
皮特·班农(Pete Bannon)解释了这个决定背后的取舍。
目标是给 Autopilot 团队把训练延迟砍下来一大截。他们当时最大的网络要训一个多月,这基本上断绝了快速试错的可能。如果能做到 30 倍加速,成本、能耗还有竞争力,就值得自己做芯片。
做芯片的第一选择是堆算力单元,并且让这些单元的利用率极高。他们认真研究了用 DRAM 做主要存储的各种封装方案,全部失败。
最后选择了片上 SRAM。SRAM 容量小得可怜,但带宽极高、延迟极低,能让运算单元维持高利用率。
这个选择连锁出一堆别的选择:没有虚拟内存,因为页表太占地方;没有中断,加速器是一块裸硬件,交给编译器,由编译器确定性地调度一切;训练方法选了模型并行,主流的数据并行被放弃,因为它要吃掉额外内存容量,而他们没有内存可浪费。
另一个目标是"无上限"。传统机器里 GPU、CPU、DRAM、网络的配比是固定的,模型一大就得换整台机器。Dojo 想把这些元素解耦,模型变了,配比跟着变。
一颗开裂的振荡器
比尔·张(Bill Chang)讲了一段故障排查,工程味很重。
Dojo 的训练瓦片把 25 颗芯片用极高带宽连在一起。因为 XY 平面全被高速通信占满了,所有其他东西必须垂直堆叠:时钟、电源、系统控制器,全部塞进电源模组里。
供电密度是每平方毫米接近 1 安培。多层异质材料叠在一起,热膨胀系数不匹配,整叠结构会把自己撕开。团队最后把热膨胀系数降低了超过 50%,性能提升到初版的三倍。这个电源方案原本想找供应商做,后来发现必须自己做。
然后故障出现了。规模扩大、任务变长之后,瓦片上偶尔有单个站点失效。起初可以恢复,功率推高之后变成永久损坏。
根因排查了很久:振荡器丢了时钟输出。再往下挖,是附近电容的压电效应让模组产生振动,振动频率和开关频率形成共振,把 MEMS 振荡器在平面外方向振裂了。
"唱电容"在电源设计里不算新现象,通常的解决办法是把时钟芯片放在板子上安静的角落,离功率电路远远的。但为了这种集成度,振荡器必须紧贴电源。
解法是三管齐下:换软端子电容减少振动,换平面外方向 Q 值更低的 MEMS 器件,调整开关频率把共振点推离敏感频段。
2 兆瓦,跳闸,和市政府的电话
散热是另一个战场。Dojo 机柜集成的功率和散热能力,相当于一整排标准 IT 机架。特斯拉自研了 CDU(冷量分配单元),成本只有买现成产品再改装的零头。
今年早些时候做负载测试,功率推到 2 兆瓦以上,把变电站顶跳了,然后接到市政府的电话。
系统托盘是"单一加速器"这个愿景的关键零件。一块层压母排,75 毫米高,承载 6 个瓦片、135 公斤,相当于三到四个满载的高性能机架。瓦片之间以极紧的间距互连,整个机柜之间也能无缝接上。
数据侧靠 Dojo 接口处理器:每个托盘 20 张卡,640 GB 高带宽 DRAM,用自研的 TTP 协议给训练瓦片喂数据,同时支持把 TTP 跑在标准以太网上。主机直接放在托盘下方,提供 x86 Linux 环境、硬件视频解码、以及数据摄取。
一个 ExaPOD 装两个完整加速器,合计超过 1 exaflop 的 ML 算力。
5 微秒对 150 微秒
拉吉夫·库里安(Rajeev Kurian)讲软件栈,拿出了最有说服力的一组对比。
批归一化(BatchNorm)是横跨所有芯片的同步操作,先各算局部均值和方差,再全局归约,再广播回去。在 25 颗 Dojo 芯片上,8750 个节点协同完成这一整套归约加广播,用时 5 微秒。同样的操作在 24 张 GPU 上要 150 微秒。
30 倍。而且这个优势对所有通信原语都成立,不只批归一化。
整机性能上,ResNet-50 上 Dojo 单芯片已经和 A100 打平,而且是在每芯片 batch size 只有 8 的情况下做到的。真实负载里,自动标注网络在现款硬件上已经超过 A100,换生产版硬件是 2 倍,加上编译器优化能到 3 倍以上。占用网络提升接近 3 倍。
换算成采购语言:一个 Dojo 瓦片可以替掉六个 GPU 盒子,而瓦片本身比其中一个盒子还便宜。原来要训一个多月的网络,现在不到一周。
从 4% 到 97%
故事没有停在好消息上。拉吉夫接着讲了翻车现场。
在 PyTorch 层面测出来的性能完全没达到预期。时间轴上那些绿色的小条是加速器真正在算的时间,其余全是空白,硬件在等数据。
原因很朴素:Dojo 主机的 ML 算力是 GPU 主机的十倍,跑在上面的数据加载器喂不饱它。
解法是把 TTP 协议扩展到以太网上,做了 DINIC 网卡,再搭一层专门的数据加载主机,通过以太网交换机接到 Dojo 网格上。每台主机都能用硬件加速的 DMA 访问网格里所有 TTP 端点。
改完之后,占用率从 4% 变成 97%。
这一段在整场发布会里价值很高。它说明这家公司愿意在台上讲自己踩的坑,也说明纸面算力和实际吞吐之间隔着一整个软件栈的距离。
第一批 ExaPOD 和它的账
第一个大规模部署目标是自动标注网络,现在占用 4000 张 GPU、72 个 GPU 机架。用 Dojo 做,同样的吞吐只要 4 个机柜。
这 4 个机柜属于第一个 ExaPOD,计划 2023 年第一季度建成,把特斯拉的自动标注产能翻一倍以上。帕洛阿尔托一共规划 7 个 ExaPOD。
现场摆了一个展示机柜:6 个瓦片密集装在一个托盘上,54 petaflops 算力,640 GB 高带宽内存,电源和主机都含在内。下一代硬件,团队预期再提 10 倍。
顺带一个彩蛋:他们拿刚发布的 Stable Diffusion 试跑,几分钟就上了 Dojo,编译器自动把它按模型并行铺到 25 颗芯片上。生成的图是一辆 Cybertruck 在火星上。拉吉夫的评价是,离特斯拉设计工作室的水平还有距离。
问答环节里漏出来的东西
后半场两个小时问答,信息密度不比演讲低。
关于机器人的人格。马斯克说会有很好玩的版本,既能干活也能当伙伴,皮肤和外观可以换,会有各种创意玩法。对话能力是标配,你可以用很自然的方式跟它说话,给一个高层指令,它自己拆成一系列动作去执行。
关于安全底线。机器人会配本地急停,"一个不能通过网络更新的本地控制 ROM",马斯克说这一点是本质性的。他还提到开场本来想放一段终结者捏碎头骨的视频,怕大家当真,放弃了。
关于开放平台。有人问能不能像安卓那样开放给全世界研究者。马斯克的回答是先要防止被滥用:会提供可以下指令的 Optimus,但那些指令被一套不可逾越的机器人定律约束着,比如不伤害他人。
关于交付时间。三年内,不超过五年,普通人可以收到一台 Optimus。工厂里的第一步应用非常简单,搬零件、把零件送进焊接工位,然后逐步扩大适用场景。他说能干的活会指数级增长。
关于 Dojo 的商业形态。不会对外卖机器,做成 AWS 那样的在线服务更合理。世界正在转向 Software 2.0,神经网络训练需求会越来越大,谁有最快最便宜的训练系统谁就有优势。
关于 AGI 监管。马斯克说他支持在政府层面设立 AI 监管机构,理由和对飞机、汽车、食品、药品的监管一样,AI 影响公共安全。他加了一句,这件事各国政府目前还没搞明白。
关于数据规模。他给出的论证是:互联网数据可以爬,但互联网造不出几亿个分布在真实世界里的摄像头和麦克风。车队加上人形机器人,可能是人类拥有的最大的真实世界数据集。他判断特斯拉"可能会对 AGI 有贡献"的依据就在这里,而且他强调这是涌现出来的结果,没有预设路线图。
关于 FSD 全球推广。技术层面年底就能全球 beta,卡在各国的监管审批。下个版本会显著提升对快速横向来车速度的判断。高速和城市将合并成一套栈,马斯克自己开的版本已经是整合栈,表现比现有的高速生产版本好不少。停车场也会在年底前并入,实现从车位到车位。
关于唯一要优化的指标。每次必要干预之间的里程数。每周测,每天都在改善。
关于"蜂蜜陷阱"。有人问特斯拉凭什么同时做这么多领域。马斯克的回答没有谈资源,谈的是人才密度。他说硅谷有几家公司是工程师的蜂蜜陷阱:待遇极好、环境极舒适、实际产出极低。工程师进去了,看着挺开心,才华被悄无声息地浪费。特斯拉不是那种地方,活很重,但你的能力会被用到极致。
关于给二十多岁的自己一句话。他说多和聪明人接触,别太紧绷,偶尔停下来闻闻玫瑰。然后讲了个细节:当年在夸贾林环礁开发猎鹰一号火箭,那是个很漂亮的小岛,整个开发周期里,他一次都没在沙滩上喝过一杯酒。"我本应该在沙滩上喝一杯的,那没什么问题。"
关于神经网络吃掉软件。最后一个回答里他提了一句,Autopilot 这些年的演变方向,是神经网络逐步吸收掉越来越多的软件。极限情况下,你完全可以把摄像头看到的视频直接和方向盘、踏板的输入对应起来训练,中间什么都不放。因为人就是这么做的。"我们还没到那一步,但方向一直在往那边走。"
这场发布会实际交付了什么
把三块内容放到一起看,会发现它们共用同一套底层设施。
人形机器人用的是 Autopilot 的占用网络、同样的训练流程、同样的数据引擎,只是训练数据换成了室内场景。车道图那套自回归语言模型,换一种"词汇"就能编码机器人该走的路径。Dojo 训的第一批大网络,就是给车和机器人做自动标注的那些。
特斯拉真正在造的东西,车和机器人都只是外壳。底下是一条把真实世界视频转成标签、把标签转成模型、把模型转成动作的流水线。车是这条流水线第一个跑通的形态,机器人是第二个。
至于那条流水线什么时候能做出 AGI,马斯克自己也没给时间表。他能给的只有一句:这东西不会无聊。
如果你看完这场发布会想做点什么,下面几件事比较实在:
- 想理解占用网络,从"用视频直接预测三维体素占用和占用流"这个思路入手,比啃检测加跟踪的传统流水线更有收获,重点看它怎么处理遮挡和曲率物体。
- 想理解车道图那套方案,去读图像描述(image captioning)和自回归序列生成的老论文。特斯拉做的事本质上是把车道当成句子来写,思路迁移成本很低。
- 做机器人控制的话,四杆机构膝盖和模态分析那两段值得反复看。它给出"用控制补偿结构柔性"这条低成本量产路线的完整论证,参数只是附带。
- 做训练基础设施的话,记住 4% 到 97% 这个数字。算力买回来只是开始,数据加载、存储格式、视频解码路径上任何一环拖后腿,整机就废掉 90%。
- 对自动标注感兴趣,先算清楚你的场景需要多少小时人工标注,再想清楚哪些步骤可以靠"多趟重建"消掉。特斯拉把 500 万小时压到 12 小时,靠的是换个顺序做数据。
- 判断一家公司能不能长期做硬件,别只看 demo,看它敢不敢在台上讲自己踩的坑。振荡器开裂和 2 兆瓦跳闸这两段,比任何一个性能数字都更能说明团队的成色。
14:33All right, welcome everybody. Let's give everyone a moment to get back in the audience. And welcome to Tesla, AID 2022.
14:57We've got some really exciting things to show you. I think you'll be pretty impressed. I do want to set some expectations with respect to our Optimus robot. As you know last year, it was just a person in a robot suit. But we've come a long way and it's I think we're you know compared to that it's gonna be very impressive
15:23and We're gonna talk about the advancements in AI for full self-driving as well as how they apply to More generally to real-world AI problems like a humanoid robot and even going beyond that I think there's some potential that or we're doing here at Tesla could make a meaningful contribution to AGI.
15:47And I think actually Tesla's a good entity to do it from a governance standpoint because we're a publicly traded company, we have one class of stock, and that means the public controls Tesla, and I think that's actually a good thing. So if I go crazy, you can fire me. This is important. Maybe I'm not crazy.
16:11So, yeah, so we're going to talk a lot about our progress in AI, an autopilot, as well as a progress with Dojo. And then we're going to bring the team out and do a long Q&A. So you can ask tough questions, whatever you'd like, existential questions, technical questions, but we want to have as much time for Q&A as possible.
16:39So let's see with that, because what, same thing? Hey guys, I'm Milana, working on a pilot and it is not bad. And I'm Lizzie, mechanical engineer on the project as well. Okay. So should we bring out the bot? Before we do that, we have one little bonus tip for the day. This is actually the first time we try this robot without any backup support,
17:07We're at Crane's mechanical mechanisms, no cables, nothing. Yeah, I want to do it with you guys tonight. That's the first time. You want to see? You ready? Let's go! The thing about Gossip Moves too.
18:12So this is essentially the same food self-driving home shooter
18:27that runs in your Tesla cars by the way. This is literally the first time the robot has operated without a Tesla response stage tonight.
19:12So the robot can actually do a lot more than we just showed you. We just didn't want it to fall on its face. So we'll show you some videos now of the robot doing a bunch of other things. Yeah, which are less risky. Yeah. We should close the screen, guys. Yeah. Yeah, we wanted to show it a little bit more what we've done over the past few months with
19:44the bot and just walking around and dancing on stage. Just humble beginnings, but you can see the autopilot neural networks running as it's just retrained for the bot directly on that new platform. That's why watering can. Yeah, when you see a rendered view, that's the robot. What's the world the robot sees?
20:06So it's very clearly identifying objects. Like this is the object they should pick up, picking it up. Yeah. We use the same process as we did for Autopiedout to connect data and train on networks that we didn't deploy on the robot. That's an example that illustrates the upper body a little bit more.
20:32Something that we'll try to nail down in a few months, over the next few months I would say to perfection. This is really an actual station in the Fremont factory as well that it's working at. Yep. So. And that's not the only thing we have to show today, right? Yeah, absolutely.
20:57So, what you saw was what we call Bumble-C, that's our sort of rough development robot, using semi off the shelf actuators. But we actually have gone a step further than that already. The team's done an incredible job. And we actually have an optimist bot with fully Tesla designed and built actuators,
21:22battery pack, control system, everything. It wasn't quite ready to walk, but I think it will walk in a few weeks. But we wanted to show you the robot, something that's actually fairly close to what we'll go into production and show you all the things it can do. So let's bring it up.
21:45Do it. So here you're seeing optimists with the degrees of freedom that we expect to have in optimist production unit one, which is the ability to move all the fingers independently, move the thumb have two degrees of freedom, so it has opposable thumbs and both left and right hand.
22:55So it's able to operate tools and do useful things. Our goal is to make a useful humanoid robot as quickly as possible. And we've also designed it using the same discipline that we use in designing the car, which is to say to design a form manufacturing, such that it's possible to make the robot at high volume at low cost with high reliability.
23:21So that's incredibly important. I mean, you've all seen very impressive humanoid robot demonstrations, and that's great. But what are they missing? They're missing a brain. They don't have the intelligence to navigate the world by themselves. And they're also very expensive and made in low volume.
23:42Whereas this is, the optimist is designed to be an extremely capable robot, but made in very high volume, probably ultimately millions of units. And it is expected to cost much less than a car. I'm just bringing you back to the right here. I would say probably less than $20,000, would be my guess.
24:09The potential for optimists is, I think, appreciated by very few people. Hey. As usual, Tesla demos are coming in hot. So. That's good. That's good. Yeah. The team has put in an incredible amount of work working seven days a week, running the 3 AM oil to get to the demonstration today.
24:41Super proud of what they've done. I've really done a great job. I'd just like to give a hand to the whole optimist team.
24:57So, you know, there's still a lot of work to be done to refine optimists and improve it. Obviously, this is just optimist version one. And that's really why we're holding this event, which is to convince some of the most talented people in the world, like you guys, to join Tesla
25:18and help make it a reality. and bring it to fruition at scale, such that it can help millions of people. And the potential, like I said, is really bubbles the mind because, you have to say, what is an economy? An economy is sort of productive entities times their productivity, capita times productivity per capita.
25:45But the point of which there is not a limitation on capital, it's not clear what an economy even means at that point. An economy becomes quasi-infinite. So what, you know, take into fruition in the publicly benign scenario,
26:06this means a future of abundance, a future where there is no poverty, where people, you You can have whatever you want in terms of products and services. It really is a fundamental transformation of civilization as we know it. Obviously, we want to make sure that transformation is a positive one and safe.
26:37But that's also why I think Tesla as an entity doing this being a single class of stock publicly traded owned by the public is very important and should not be overlooked. I think this is essential because then if the public doesn't like what Tesla is doing, the public can buy shares in Tesla and vote differently. This is a big deal. Like it's very important that
27:04I can't just do what I want. Sometimes people think that it's not true. So it's very important that the corporate entity that makes this happen is something that the public can properly influence. So I think the Tesla structure is ideal for that. And like I said, self-driving cars will certainly have a tremendous impact on the world.
27:40I think they will improve the productivity transport by at least half order of magnitude, perhaps an order of magnitude, perhaps more. Optimists, I think, has maybe a two order of magnitude, potential improvement in economic output. It's not clear what the limit actually even is.
28:11So, but we need to do this in the right way. We need to do it carefully and safely and ensure that the outcome is one that is beneficial to civilization and one that humanity wants. This is extremely important, obviously. And I hope you will consider joining Tesla to achieve those goals.
28:43It tells us we really care about doing the right thing here or aspired to the right thing and really not pay the road to hell with good intentions. I think the road to hell is mostly paid with bad intentions but every now and again there's a good intention in there. So we want to do the right thing.
29:00So consider joining us and helping make it happen. With that, we want to the next phase. All right. Thank you, Elon. All right. A couple of robots today. Let's do a quick timeline recap. So last year we unveiled the Tesla Bot concept, but a concept doesn't get us very far. We knew we needed a real development and integration platform to get real life learnings as quickly as possible.
29:31So that robot that came out and did the little routine for you guys, we had that within six months. Built working on software integration, hardware upgrades over the months since then. But in parallel, we've also been designing the next generation, this one over here. So this guy is rooted in the the foundation of sort of the vehicle design process, you know
29:52We're leveraging all of those learnings that we already have Obviously, there's a lot that's changed since last year, but there's a few things that are still the same you'll notice We still have this really detailed focus on the true human form. We think that matters for a few reasons
30:07But it's fun. We spend a lot of time thinking about how amazing the human body is We have this incredible range of motion typically really amazing strength A fun exercise is if you put your fingertip on the chair in front of you, you'll notice that there's a huge range of motion that you have in your shoulder and your elbow, for
30:26example. Without moving your fingertip, you can move those joints all over the place. But the robot, you know, its main function is to do real useful work, and it maybe doesn't necessarily need all of those degrees of freedom right away. So we have stripped it down to a minimum sort of 28 fundamental degrees of freedom, and then
30:44And then, of course, our hands in addition to that. Humans are also pretty efficient at some things, and not so efficient in other times. So for example, we can eat a small amount of food to sustain ourselves for several hours. That's great. But when we're just kind of sitting around, no offense, but we're kind of inefficient.
31:02We're just sort of burning energy. So on the robot platform, what we're going to do is we're going to minimize that idle power consumption, drop it as low as possible. And that way, we can just flip a switch, and immediately the robot turns into something that does useful work. So let's talk about this latest generation in some detail, shall we?
31:21So on the screen here, you'll see in orange our actuators, which we'll get to in a little bit, and in blue our electrical system. So now that we have our sort of human-based research, and we have our first development platform, we have both research and execution to draw from for this design.
31:39Again, we're using that vehicle design foundation, So we're taking it from concept through design and analysis, and then build and validation. Along the way, we're going to optimize for things like cost and efficiency, because those are critical metrics to take this product to scale eventually.
31:56How are we going to do that? Well, we're going to reduce our part count and our power consumption of every element possible. We're going to do things like reduce the sensing and the wiring at our extremities. You can imagine a lot of mass in your hands and feet is going to be quite difficult and power consumptive to move around.
32:14And we're going to centralize both our power distribution and our compute to the physical center of the platform. So in the middle of our torso, actually it is the torso. We have our battery pack. This is sized at 2.3 kilowatt hours, which is perfect for about a full day's worth of work.
32:31What's really unique about this battery pack is it has all of the battery electronics integrated into a single PCB within the pack. So that means everything from sensing to fusing, charge management, and power distribution is all in one place. We're also leveraging both our vehicle products and our energy products to roll all of those key features into this battery.
32:57So that's streamlined manufacturing, really efficient and simple cooling methods, battery management, and also safety. And of course, we can leverage Tesla's existing infrastructure and supply chain to make it. So going on to sort of our brain, it's not in the head, but it's pretty close.
33:16Also in our torso, we have our central computer. So as you know, Tesla already ships full self-driving computers in every vehicle we produce. We want to leverage both the autopilot hardware and the software for the humanoid platform, but because it's different in requirements and in form factor, we're going to change a few things first.
33:36So we still are going to do everything that a human brain does, processing vision data, making split-sescend decisions based on multiple sensory inputs and also communications. So to support communications, it's equipped with wireless connectivity as well as audio support. And then it also has hardware level security features which are important to protect both the robot and the people around the robot.
34:02So now that we have our sort of core, we're going to need some limbs on the sky. And we'd love to show you a little bit about our actuators and our fully functional hands as well. But before we do that, I'd like to introduce Malcolm, who's going to speak a little bit about our structural foundation for the robot.
34:23Thank you, Rudy. Tesla, up to capabilities, finalised highly complex systems. It doesn't get much more complex than a crash. You can see here a simulated crash in bottle three, superimposed on top of the actual physical crash. It's actually incredible how accurate it is. give you an idea of the complexity of this model, it includes every not-bought-in-washer,
34:50every spot world, and it has 35 million degrees of freedom. Quite amazing. And it's true to say that if we didn't have models like this, we wouldn't be able to make the safest cars in the world. So can we utilise our capabilities and methods from the automotive side to influence a robot?
35:09Well, we can make a model, and since we had crashed software, we used the same software here, we can make it fall down. The purpose of this is to make sure that if it falls down, ideally it doesn't, but it's superficial damage. We don't want it to, for example, break its gearbox and its arms.
35:26That's equivalent of a dislocated shoulder of a robot, difficult and expensive to fix. So we wanted to dust itself off, get on with the job that's been given. We've also taken the same model and we can drive the actuators using the input from a previously solved model, bringing it to life.
35:47So this is producing the motions for the tasks we want the robot to do. These tasks are picking up boxes, turning, squatting, and walking upstairs. Whatever the set of tasks are, we can play for the model. This is showing just simple walking. We can create the stresses in all the components that helps us to optimize the components.
36:08These are not dancing robots. These are actually the modal behavior, the first five modes of the robot. And typically, when people make robots, they make sure the first mode is up around top single figures up towards 10 hertz. The reason to do this is to make the controls of walking easier.
36:25It's very difficult to walk if you can't guarantee where you're foots wobbling around. That's okay if you make one robot. We want to make thousands, maybe millions. We haven't got the luxury of making from carbon fiber to titanium. We want to make them unplastic. Things are not quite as stiff.
36:41So we can't have these high targets. I'll call them dumb targets. We've got to make them work at lower targets. So is that good to work? Well, if you think about it, sorry about this, but we're just bags of soggy, jelly and bone-throwning. We're not high-frequency. If I stun on my leg, I don't vibrate at 10 hertz.
37:03We people operate at a lot of frequency, so we know the robot actually can. It just makes controls harder. So we take the information from this, the modal data and the stiffness, feed the into the control system, That allows it to walk. Just changing the tax likely, looking at the knee.
37:21We can take some inspiration from biology. And we can look to see what the mechanical advantage of the knee is. It turns out it actually represents quite similar to four-bar link. And that's quite non-linear. That's not surprising really, because if you think when you bend your leg down, the torque on your knee is much more when it's bent, and it is when it's straight.
37:41So you'd expect a non-linear function. And in fact, the biology is non-linear. This matches it quite accurately. So that's a representation. The forebarling is obviously not physically forebarling, so that's said the characteristic is similar. But me bending down, that's not very scientific.
37:58Let's be a bit more scientific. We've played all the tasks through this graph, and this is showing picketings up, walking, squatting, the tasks I said we did on the stress. And that's the talk, seen at the knee, against the knee bend on the horizontal axis. This is showing the requirement for the knee to do all these tasks.
38:20And then put a curve through it, surfing over the top of the piece. And that's saying this is what's required to make the robot do these tasks. So if we look at the four-bar link, that's actually the green curve. And it's saying that the non-linearity of the four-bar link is actually linearized the characteristic of the force.
38:42What that really says is that's lower the force. That's what makes the actuator have the lowest possible force, which is the most efficient. We want to burn energy up slowly. What's the blue curve? The blue curve is actually if we didn't have a four bar link, we just had an arm sticking out of my leg here with an actuator on it, a simple two bar link.
39:00That's the best we could do with a simple two bar link. And it shows that that would create a much more force in the actuator, which would not be efficient. So what's that look like in practice? Well, as you'll see, it's very tightly packaged in the knee. You'll see it go transparent on the second.
39:18You'll see the four bar link there. It's operating on the actuator. This is determined the force and the displacements on the actuator. I now pass you over to Konstantinos to tell you a lot more detail about how these actuators have made and designed optimised. Thank you. Thank you, Michael.
39:41So I would like to talk to you about the design process and the actuator portfolio in our robot. So there are many similarities between a car and the robot when it comes to powertrain design. The most important thing that matters here is energy, mass, and cost. We are carrying over most of our designing experience from the car to the robot.
40:08So in the particular case, you see a car with two drive units. And the drive units are used in order to accelerate the car 0 to 60 miles per hour time or drive a city drive side. while the robot that has 28 actuators, it's not obvious what are the task at actuator level. So we have tasks that are higher level like walking or climbing stairs or carrying a heavy object which need to be translated into joint specs.
40:44Therefore we use our model that generates the torque speed trajectories for our joints which subsequently is going to be fed in our optimization model to run through the optimization process. This is one of the scenarios that the robot is capable of doing, which is turning and walking.
41:08So when we have this torque speed trajectory, we lay it over in a efficiency map of an actuator. And we are able, along the trajectory, to generate the power consumption and the energy, cumulative energy for the task versus time. So this allows us to define the system cost for the particular actuator and put a simple point into the cloud.
41:33Then we do this for hundreds of thousands of actuators by solving in our cluster. And the red line denotes the poreto front, which is the preferred area where we will look for optimal. So the X denotes the preferred actuator design we have picked for this particular joint. So now we need to do this for every joint.
41:53We have 28 joints to optimize. And we parse our cloud again for every joint spec. And the red axis this time denotes the bespoke actuator designs for every joint. The problem here is that we have too many unique actuator designs. And even if we take advantage of the symmetry, still there are too many.
42:16In order to make something much manufacturable, We need to be able to reduce the amount of unique actuator designs. Therefore, we run something called commonality study, which we parse our cloud again, looking this time for actuators that simultaneously meet the joint performance requirements for more than one joint at the same time.
42:37So the resulting portfolio is six actuators, and they show in a color map at the middle figure. And the actuators can be also viewed in this slide. We have three rotary and three linear actuators, all of which have a great output force or torque per mass. The rotary actuator in particular has a mechanical clots integrated on the high speed side, angular contact ball bearing, and on the high speed side, and on the low speed side, a cross roller bearing, and the gear train is a strain wave gear.
43:17there are three integrated sensors here and the bespoke permanent magnet machine. The linear actuator, I'm sorry, the linear actuator has planetary rollers and an inverted planetary screw as a gear train which allows efficiency and compaction and durability. So in order to demonstrate the force capability of our linear actuators, we have set up an experiment
43:52in order to test it under its limits. And I will let you enjoy the video. So our actuator is able to lift a half-ton, nine-foot concert
44:22grand piano. And this is a requirement. It's not something nice to have, because our muscles can do the same when they are directly driven. When they are directly driven, our quadriceps muscles can do the same thing. It's just that the knee is an up-gearing, linked system that converts the force into velocity at the end effect of our heels for purposes of giving to the human body agility.
44:56So this is one of the main things that are amazing about the human body. And I'm concluding my part at this point, and I would like to welcome my colleague Mike, who's going to talk to you about hand design. Thank you very much. Thanks, Tazitinas. So we just saw how powerful a human and a humanoid actuator can be.
45:18However, humans are also incredibly dexterous. The human hand has the ability to move at 300 degrees per second. There's tens of thousands of tactile sensors. It has the ability to grasp and manipulate almost every object in our daily lives. For our robotic hand design, we were inspired by biology.
45:40We have five fingers and opposable thumb. Our fingers are driven by metallic tendons that are both flexible and strong. We have the ability to complete wide-adventure power grasps while also being optimized for precision gripping of small, thin, and delicate objects. So why a human-like robotic hand?
46:00Well, the main reason that our factories and the world around us is designed to be ergonomic. So what that means is that it ensures that objects in our factory are graspable, but it also ensures that new objects that we may have never seen before can be grasped by the human hand.
46:15and by our robotic hand as well. The converse there is pretty interesting because it's saying that these objects are designed to our hand instead of having to make changes to our hand to accompany a new object. Some basic stats about our hand is that it has six actuators and 11 degrees of freedom.
46:31It has an in hand controller which drives the fingers and receives sensor feedback. Sensor feedback is really important to learn a little bit more about the objects that we're grasping and also for proprioception. And that's the ability for us to recognize where our hand is in space.
46:48One of the important aspects of our hand is that it's adaptive. This adaptability is involved essentially as complex mechanisms that allow the hand to adapt the objects that's being grasped. Another important part is that we have a non-back driveable finger drive. This clutching mechanism allows us to hold and transport objects without having to turn on the hand motors.
47:08You just heard how we went about designing the Tesla Bot hardware. Now we'll hand it off to Milan and our autonomy team to bring this robot to life. Thanks, Mikey. All right, so all those cool things we've shown earlier in the video were possible just in a matter of a few months, thanks to the amazing work that we've done on autopilot over the past few years.
47:36Most of those components bought it quite easily over to the bots environment. If you think about it, we're just moving from a robot on wheels to a robot on legs. So some of the components are pretty similar, and some of them require more heavy lifting. So for example, our computer vision neural networks were pointed directly from autopilot
47:57to the bots situation. It's exactly the same occupancy network that we'll talk into a little bit more details later with the autopilot team that is now running on the bot here in this video. The only thing that changed really is the training data that we had to recollect. We also trying to find ways to improve those occupancy networks using work made on your
48:19radiance fields to get really great volumetric rendering of the bots environments. For example here, some machinery that the bot might have to interact with. Another interesting problem to think about is, in indoor environments mostly with that sense of GPS signal, how do you get the bot to navigate to its destination?
48:42Say for instance, to find its nearest charging station. So we've been training more neural networks to identify how frequency features, key points within the bots camera streams and track them across frames over time as the bot navigates with its environment. And we're using those points to get a better estimate of the bots pose and trajectory within
49:04its environment as it's walking. We also did quite some work on the simulation side and this is literally the autopilot simulator to which we've integrated the robot's locomotion code. And this is a video of the motion control code running in the opilot simulator showing the evolution of the robot's work over time.
49:27And so as you can see, we started quite slowly in April and started accelerating as we unlock more joints and deeper, more advanced techniques like arms balancing over the past few months. And so local motion is specifically one component that's very different as we're moving from the car to the bots environment.
49:43And so I think it warrants a little bit more depth, and I'd like my colleagues to start talking about this now. Thank you, Milan. Hi, everyone. I'm Felix. I'm a robotics engineer on the project. and I'm gonna talk about walking. Walking seems easy, right? People do it every day.
50:08You don't even have to think about it. But there are some aspects of walking which are challenging from engineering perspective. For example, physical self-awareness, that means having a good representation of yourself. What is the length of your limbs? What is the mass of your limbs?
50:25What is the size of your feet? All that matters. Also, having an energy-efficient gate, You can imagine there's different styles of walking and all of them are equally efficient. Most important, keep balanced, don't fall. And of course also coordinate the motion of all of your limbs together.
50:45So now humans do all of this naturally, but as engineers or roboticists, we have to think about these problems. And the following gonna show you how we address them in our locomotion planning and control stack. So we start with locomotion planning and our representation of the bot that means a model of the robots' kinematics, dynamics, and the contact properties.
51:07And using that model and the desired path for the bots, our locomotion planner generates reference trajectories for the entire system. This means feasible trajectories with respect to the assumptions of our model. The planner currently works in three stages. It starts planning footsteps and ends with the entire motion for the system.
51:29and let's dive a little deeper in how this works. So in this video, we see footsteps being planned over a planning horizon following the desired path. And we start from this and add them for trajectories that connect these footsteps using toe-off and heel strike just as humans do.
51:49And this gives us the largest stride and less knee bend for high efficiency of the system. The last stage is then finding a sense of mass trajectory, which gives us a dynamically feasible motion of the entire system to keep balance. As we all know, plans are good, but we also have to realize them in reality.
52:09Let's say how, see how we can do this. Thank you Felix. Hello everyone, my name is Anand. And I'm gonna talk to you about controls. So let's take the motion plan that Felix just talked about and put it in the real world on a real robot. Let's see what happens. It takes a couple steps and falls down.
52:41Well, that's a little disappointing. But we are missing a few key pieces here, which will make it walk. Now, as Felix mentioned, the motion planner is using an idealized version of itself and a version of reality around it. This is not exactly correct. It also expresses its intention through trajectories
53:04and wrenches, wrenches of forces and torques, that it wants to exert on the world to local mode. Reality is way more complex than any similar model. Also, the robot is not simplified. It's got vibrations and modes, compliance, sensor noise, and on and on and on. So what does that do to the real world when you put the bot in the real world?
53:30Well, the unexpected forces cause un-model dynamics, which essentially the planet doesn't know about, and that causes destabilization, especially for a system that is dynamically stable, like biped locomotion. So what can we do about it? Well, we measure reality. We use sensors and our understanding of the world to do state estimation.
53:53And here you can see the attitude and pelvis pose, which is essentially the vestibular system in a human, along with the center of mass trajectory being tracked. when the robot's walking in the office environment. Now we have all the pieces we need in order to close the loop. So we use our better bot model.
54:14We use the understanding of reality that we've gained through state estimation. And we compare what we want versus what we expect the reality is doing to us in order to add corrections to the behavior of the robot. Here, the robot certainly doesn't appreciate being poked, but it has an admirable job of staying upright.
54:38The final point here is a robot that walks is not enough. We need it to use its hands and arms to be useful. Let's talk about manipulation.
55:00Hi, everyone. My name is Eric, robotics engineer on Tesla Bot. And I want to talk about how we've made the robot manipulate things in the real world. We wanted to manipulate objects while looking as natural as possible and also get there quickly. So what we've done is we've broken this process down into two steps.
55:20First, is generating a library of natural motion references or we could call them demonstrations and then we've adapted these motion references online to the current real world situation. So let's say we have a human demonstration of picking up an object. We can get a motion capture of that demonstration, which is visualized right here as a bunch of
55:42keyframes representing the location of the hands, the elbows, the torso. We can map that to the robot using inverse kinematics. And if we collect a lot of these, now we have a library that we can work with. But a single demonstration is not generalizable to the variation in the real world.
56:01For instance, this would only work for a box in a very particular location. So what we've also done is run these reference trajectories through a trajectory optimization program, which solves for where the hand should be, how the robot should balance when it needs to adapt the motion
56:20to the real world. So for instance, if the box is in this location, then our optimizer will create this trajectory instead. Next, Mulan's going to talk about what's next for the optimist, Tesla and Ly. Thanks, Eric. Right, so hopefully by now you guys got a good idea of what we've been up to over the past few months.
56:50We started doing something that's usable, but it's far from being useful. They're still a long and exciting road ahead of us. I think the first thing within the next few weeks is to get up to us at least apart with BumbleC, the other bug prototype you saw earlier, and probably beyond.
57:07We are also going to start focusing on the real use case at one of our factories, and really going to try to nail this down. And I run out all the elements needed to deploy this product in the real world. I was mentioning earlier, indoor navigation, graceful for management, or even servicing.
57:27All components needed to scale this product up. But I don't know about you, but after seeing what we've shown tonight, I'm pretty sure we can get this down within an extra month or years. and make this project a real-life and change the entire economy. So I would like to thank the entire optimist team for their whole work over the past few months.
57:47I think it's pretty amazing. All of this was done in barely six or eight months. Thank you very much.
58:07Hey, everyone. Hi, I'm Ashok. I lead the autopilot team alongside Milan. God, it's coming so hard to top that optimist section. He'll try nonetheless. Anyway, every Tesla that has been built over the last several years, we think as the hardware to make the car drive itself. We have been working on the software to add higher and higher levels of autonomy.
58:37This time around last year, we had roughly 2000 cars driving our FSD beta software. Since then, we have significantly improved the software's robustness and capability that We have now shipped it to 160,000 customers as of today.
59:00This has not come for free. It came from the sweat and blood of the engineering team over the last one year. For example, between 75,000 neural network models just last one year. That's roughly a model every eight minutes coming out of the team. And then we evaluate them on our large clusters.
59:19And then we shipped 281 of those models that actually improve the performance of the car. And this pace of innovation is happening throughout the stack. The planning software, the infrastructure, the tools, even hiring, everything is progressing to the next level. The FSD beta software is quite capable of driving the car.
59:42You should be able to navigate from parking lot to parking lot, handling CVC driving, stopping for traffic lights and stop signs, negotiating with objects at intersections, making turns, and so on. All of this comes from the camera streams that go through neural networks that run on the car itself.
1:00:02It's not coming back to the server or anything. It runs on the car and produces all the outputs to form the world model or on the car. And the planning software drives the car based on that. Today, we'll go into a lot of the components that make up the system. The occupancy network acts as the base geometry layer
1:00:21of the system. This is a multi-camera video neural network that from the images predicts the full physical occupancy of the world around the robot. So anything that's physically present, trees, walls, buildings, cars, walls, what have you, it predicts, if it's physically present, it predicts them, along with their future motion.
1:00:46On top of this base level of geometry, we have more semantic layers. In order to navigate the roadways, we need the lanes, of course. But then the roadways have lots of different lanes, and they connect in all kinds of ways. So it's actually a really difficult problem for typical computer vision techniques to predict the set of lens and the connectivity.
1:01:06So we reached all the way into language technologies and then pull the state of the art from other domains and not just computer vision to make this task possible. For vehicles, we need their full kinematic state to control for them. All of this directly comes from neural networks.
1:01:24Video streams, raw video streams, come into the networks, goes through a lot of processing, and then outputs the full kinematic state, the positions, velocities, acceleration, jerk, all of that. Directly comes out on networks with minimal post-processing. That's really fascinating to me because how is this even possible?
1:01:41What world do we live in that this magic is possible, that these networks predicts fourth derivatives of these positions, and people thought we couldn't even detect these objects. My opinion is that it did not come for free. It required tons of data. So we had to bit sophisticated auto labeling systems that churn through raw sensor data, run a ton of off-line compute on the servers.
1:02:05It can take a few hours, run expensive neural networks, distill the information into labels that train our in-car neural networks. On top of this, we also use our simulation system to synthetically create images. And since it's a simulation, we trivially have all the labels. All of this goes through a well-oiled data engine pipeline, where we first train a baseline model with some data, ship it to the car, see what the failures are.
1:02:36And once we know the failures, we mind the fleet for the KXS where it fails, provide the correct labels, and add the data to the training set. This process systematically fixes the issues. And we do this for every task that runs in the car. Yeah, and to train these new, massive neural networks, This year we expanded our training infrastructure by roughly 40 to 50 percent, so that sits
1:03:00us at about 14,000 GPUs today across multiple training clusters in the United States. We also worked on our AI compiler, which now supports new operations needed by those neural networks, and mapped them to the best of our underlying hardware resources. And our inference engine today is capable of distributing the execution of a single neural
1:03:22network across two independent system on chips. Essentially, two independent computers interconnected within the same full self-driving computer. And to make this possible, we had to keep a tight control on the end to end latency of this new system. So we deployed more advanced scheduling code across the full FOSI platform.
1:03:43All of these neural networks running in the car, together produce the vector space, which is again the model of the world around the robot or the car. Then the planning system operates on top of this, coming up with trajectories that avoid collisions or smooth, make progress towards the destination, using a combination of model-based optimization, plus neural network that helps optimize it to be really fast.
1:04:07Today, we are really excited to present progress on all of these areas. We have the engineering leads standing by to come in and explain these various blocks, and these power not just the car, but the same components also around the Optimus robot that Milan showed earlier. With that, I welcome Puddle to start talking the planning section. Hi, I'm Pearl Jain. Let's use this intersection scenario to dive straight into
1:04:39how we do the planning and decision making in autopilot. So we are approaching this intersection from a side street and we have to yield to all the crossing vehicles. Right with us, we are about to enter the intersection. The pedestrian on the other side of the intersection decides to
1:04:55cross the road without a crosswalk. Now we need to yield to this pedestrian, yield to the vehicles from the right and also understand the relation between the pedestrian and the vehicle on the other side of the intersection. So a lot of these intra-object dependencies that we need to resolve in a quick glance.
1:05:15And humans are really good at this. We look at a scene, understand all the possible interactions, evaluate the most promising ones and generally end up choosing a reasonable one. So let's look at a few of these interactions that autopilot system evaluated. We could have gone in front of this pedestrian with a very aggressive launch and lateral
1:05:36profile. Now obviously we are being a jerk to the pedestrian and we would spook the pedestrian and his cute foot. We could have moved forward slowly, shot for a gap between the pedestrian and the vehicle from the right. Again, we are being a jerk to the vehicle coming from the right, but you should not outright reject this interaction in case this is only safe interaction available.
1:05:57Lastly, the interaction we ended up choosing. Stay slow initially, find the reasonable gap, and then finish the maneuver after all the agents pass. Now, evaluation of all of these interactions is not trivial, especially when you care about modeling the higher-order derivatives for other agents.
1:06:18For example, what is the longitudinal jerk required by the vehicle coming from the ride when you assert in front of it? relying purely on collision checks with marginal predictions will only get you so far because you will miss out on a lot of valid interactions. This basically boils down to solving the multi-agent joint trajectory planning problem over the trajectories of ego and all the other agents.
1:06:42Now, how much ever you optimize, there's going to be a limit to how fast you can run this optimization problem. It will be close to order of 10 milliseconds, even after a lot of incremental approximation. Now, for a typical crowded, un-predictable lift, say you have more than 20 objects, each object having multiple different future modes, the
1:07:02number of relevant interaction combinations will blow up. The planner needs to make a decision every 50 milliseconds. So how do we solve this in real time? We rely on a framework what we call as interaction search, which is basically a paralyzed research over a bunch of manoeuvre trajectories. The state space here corresponds to the kinematic state of
1:07:26ego, the kinematic state of other agents, the nominal future multi-modal predictions, and all the static entities in the scene. The action space is where things get interesting. We use a set of maneuver trajectory candidates to branch over a bunch of interaction decisions and also incremental goals for a longer horizon maneuver. Let's walk through this research
1:07:51very quickly to get a sense of how it works. We start with a set of vision measurements, namely lanes, occupancy, moving objects. These get represented as sparse abstractions, as well as latent features. We use this to create a set of goal candidates. Lanes, again, from the Lanes network, are unstructured regions which correspond to a probability mask derived from human demonstrations.
1:08:17Once we have a bunch of these goal candidates, we create three trajectories using a combination of classical optimization approaches, as well as our network planner, again, trained on data from the customer fleet. Now, once we get a bunch of these three trajectories, we use them to start branching on the interactions.
1:08:35We find the most critical interaction. In our case, this would be the interaction with respect to the pedestrian, whether we are stored in front of it or yield to it. Obviously, the option on the left is a high penalty option. It likely won't get prioritized. So we branch further onto the option on the right.
1:08:51And that's where we bring in more and more complex interactions. building this optimization problem incrementally with more and more constraints. And the research keeps flowing, branching on more interactions, branching on more goals. Now, a lot of pricks here lie in evaluation of each of this node of the research.
1:09:11Inside each node, initially we started with creating trajectories using classical optimization approaches, where the constraints like I described would be added incrementally. And this would take close to one to five milliseconds per action. Now, even though this is a fairly good number, when you want to evaluate more than 100%
1:09:29fractions, this does not scale. So, we ended up building lightweight, queryable networks that we can run in the loop of the planner. These networks are trained on human demonstrations from the fleet, as well as offline solvers with relaxed time limits. With this, we were able to bring the runtime down to close to 100 microseconds per action.
1:09:58Now doing this alone is not enough because you still have this massive research that you need to go through and you need to efficiently prune the search space. So you need to do a discerning on each of these trajectories. Few of these are fairly standard. You do a bunch of collision checks, you do a bunch of comfort analysis, what is the jerk and acts are required for a given maneuver.
1:10:19The customer fleet data plays an important role here again. We run two sets of again lightweight queryable networks, both really augmenting each other. One of them trained from interventions from the FSD beta fleet, which gives us score on how likely is a given maneuver to result in interventions over the next few seconds.
1:10:38And second, which is purely on human demonstrations, human driven data, giving a score on how close is your given selected action to a human driven trajectory. The scoring helps us tune the search space, keep branching further on the interactions, and focus the compute on the most promising outcomes.
1:10:59The cool part about this architecture is that it allows us to create a cool blend between data driven approaches where you don't have to rely on a lot of hand engineered costs, but also grounded in reality with physics based checks. Now, a lot of what I described was with respect to the agents we could observe in the scene.
1:11:19But the same framework extends to objects behind occlusions. We use the video feed from eight cameras to generate the 3D occupancy of the world. The blue mask here corresponds to the visibility region, we call it. It basically gets blocked at the first occlusion you see in the scene.
1:11:39We consume this visibility mask to generate what we call as ghost objects, which you can see on the top left. Now, if you model the spawn regions and the state transitions of this ghost objects correctly, if you tune your control response as a function of the existence likelihood, you can extract some really nice human-like behaviors.
1:11:59Now I'll pass it on to Phil to describe more on how we generate this occupancy networks. Thank you. Hey guys, my name is Phil. I will share the details of the occupancy network we built over the past year. This network is our solution to model the physical work in 3D around our cars.
1:12:23And it is currently not shown in our customer facing visualization. What you will see here is the road network output from our internal dev tool. The acoustic network takes video streams of all our 8 cameras as input, produces a single unified volumetric occupancy in battery space directly.
1:12:46For every 3D location around our car, it predicts the probability of that location being occupied a lot. Since it has video contacts, it is capable of predicting obstacles that are included instantaneously. For each location, it also produces a stat of semantics, such as a curve, car, pedestrian, and road debris,
1:13:10as color coded here. Occupancy flow is also predicted for motion. Since the model is a generalized network, it does not tell static and dynamic objects explicitly. It is able to produce and model the random motion, such as a swerving trainer here. This network is currently running all Tesla's with FSD computers.
1:13:38And it is incredibly efficient, runs about every 10 milliseconds with our neural accelerator. So how does this work? Let's take a look at architecture. First, we rectify each camera images with the camera calibration. And the images we're showing here, what give you the network is actually not a typical AB RGB image.
1:13:59As you can see from the first image on top, we're giving the 12-speed raw photo count image to the network. Since it has four bits more information, it has 16 times better dynamic range as well as reduced latency since we don't have the wrong ISP in the loop anymore. We use a set of regulates and biofpends as a backbone to extract image space features.
1:14:25Next we construct a set of 3D position query along with image space features as keys and values fit into an attention module. The output of the attention module is high-dimensional spatial features. These spatial features are online, temporarily, using vehicle odometry to derive motion.
1:14:48Next, these spatial temporal features go through a set of deconlution to produce the final occupancy and occupancy flow output. They're formed as fixed-sized box of gray, which might not be precise enough for planning on control. In order to get a higher resolution, we also produce per-voxel feature maps, which will fade into MLP with 3D spatial point queries
1:15:13to get position and semantics at any arbitrary location. After knowing the model better, let's take a look at another example. Here we have an articulated bus parked on the right side row, highlighted as an L-shaped box here. As we approach, the bus starts to move. The front of the cart turns blue first, indicating the model predicts.
1:15:37The front of the bus has a long zero occupancy flow. And as the bus keeps moving, the entire bus turns blue. And you can also see that the network predicts the precise curvature of the bus. Well, this is a very complicated problem for traditional object detection network. As you have to see whether I'm going to use one cuboid or perhaps a cube to fit the curvature.
1:16:03But for our occupancy network, since all we care about is the occupancy in the visible space and we will be able to model the curvature precisely. Besides the voxel gray, the occupancy network also produces a dry-boat surface. The dry-boat surface has both 3D geometry and semantics.
1:16:21They are very useful for control, especially on hilly and curvy roads. The surface and the voxel gray are not predicted independently. Instead, the voxel gray actually aligns with the surface implicitly. Here we are at a here quest where you can see the 3D geometry of the surface being predicted
1:16:45nicely. Planner can use this information to decide perhaps when you slow down wall for the here And as you can also see, the box of gray aligns with the surface consistently. Besides the box of and the surface, we're also very excited about the recent breakthrough in neural radians field or LERF.
1:17:07We're looking into both incorporated some of the LISD LERF features into occupancy network training as well as using our network output as an input state for LERF. As a matter of fact, Ashok is very excited about this. This has been his personal weekend project for a while. These nerves, because I think academia is building a lot of these foundation models for language using tons of large data sets for language.
1:17:38But I think for vision, nerves are going to provide the foundation models for computer vision, because they are grounded in geometry. And geometry gives us a nice way to supervise the networks and free sets of the requirement to define an ontology. And the supervision is essentially because you just have to differentiably render these images.
1:17:57So I think in the future, this occupancy network idea where images come in and then the network produces a consistent volume representation of the scene that can then be differentiably rendered into any image that was observed. I personally think is a future of computer vision. And we do some initial work on it right now.
1:18:18But I think in the future, both the Tesla and in the academia, we will see that this combination of one-shot prediction of volumetric occupancy will be the future. That's my personal bet. Thanks, Ashok. So here's an example early result of a 3D reconstruction from our fleet data.
1:18:39Instead of focusing on getting perfect RGB reprojection in image space, our primary goal here is to accurately represent the world in a 3D space for driving. And we want to do this for all our fleet data over the world in all weather and lighting conditions. And obviously, this is a very challenging problem, and we're looking for you guys to help.
1:19:00Finally, the occupancy network is trained with large, ultra-labeled data set without any human in the loop. And with that, I'll pass to PIM to talk about what it takes to train this network. Thanks, Phil. All right, hey, everyone. Let's talk about some training infrastructure. So we've seen a couple of videos, No, four or five, I think, and care more, and worry more about a lot more clips on that.
1:19:32So we've been looking at the occupancy networks just from Phil. Just Phil's videos, it takes 1.4 billion frames to train that network, what you just saw. And if you have 100,000 GPU, it would take one hour, but if you have one GPU, it would take 100,000 hours. So that is not a humane time period you can wait for your training job to run, right?
1:19:56We want to ship faster than that. So that means you're going to need to go parallel. So you need a more compute for that. That means you're going to need a supercomputer. So this is why we've built in-house three supercomputers comprising of 14,000 GPUs, where we use 10,000 GPUs for
1:20:13training and run 4,000 GPUs for all labeling. All these videos are stored in 30 petabytes of a distributed managed video cache. You shouldn't think of our data sets as fixed, let's say, as you think of your image net or something, you know, with like a million frames. You should think of it as a very fluid thing.
1:20:34So we've got half a million of these videos flowing in and out of these clusters every single day. And we track 400,000 of these kind of Python video instantiations every second. So that's a lot of calls. We are going to need to capture that in order to govern the retention policies of this distributed
1:20:56video cache. So underlying all of this is a huge amount of info, all of which we build and manage in-house. So you cannot just buy, you know, 14,000 GPUs and then 30 petabytes of flash NVMe and just put it together and let's go train. It actually takes a lot of work and I'm going to go into a little bit of that.
1:21:17What you actually typically want to do is you want to take your accelerator so that it could be the GPU or Dojo, which we'll talk about later. Because that's the most expensive component, that's where you want to put your bottleneck. And so that means that every single part of your system is going to need to outperform
1:21:36this accelerator. And so that is really complicated. That means that your storage is going to need to have the size and the bandwidth to deliver all the data down into the nodes. These nodes need to have the right amount of CPU and memory capabilities to feed into your machine learning framework.
1:21:53This machine learning framework then needs to hand it off to your GPU and then you can start training. But then you need to do so across hundreds or thousands of GPU in a reliable way, in lock step and in a way that's also fast. So you're also going to need an interconnect. Extremely complicated.
1:22:10We'll talk more about dojo in a second. So first, I want to take you through some optimizations that we've done on our cluster. So we're getting in a lot of videos. And video is very much unlike, let's say, training on images or text, which I think is very well established. Video is quite literally a dimension more complicated.
1:22:32And so that's why we needed to go end to end from the storage layer down to de-accelerate and optimize every single piece of that. Because we train on the photon count videos that come directly from our fleet. We train on those directly. We do not post process those at all. The way it's just done is we seek exactly to the frames we select for our batch.
1:22:53We load those in, including the frames that they depend on. So these are your i-frames or your key frames. We package those up, move them into shared memory, move them into a double bar from the GPU, and then use a hardware decoder that's only accelerated to actually decode the video.
1:23:09So we do that on the GPU natively. And this is all in a very nice PyTorch extension. Doing so unlocks more than 30% training speed increase for the occupancy networks and freed up basically the whole CPU to do any other thing. You cannot just do training with just videos. Of course, you need some kind of a ground truth.
1:23:31And that is actually an interesting problem as well. The objective for storing a ground truth is that you want to make sure you get to your ground truth that you need in the minimal amount of file system operations and load in the minimal size of what you need in order to optimize for aggregate cross cluster throughput.
1:23:49Because you should see a compute cluster as one big device which has internally fixed constraints and thresholds. So for this, we rolled out a format that is native to us that's called small. We use this for our ground truth, our feature cache, and any inference outputs. So a lot of tensors that are in there.
1:24:08And so just the cartoon here, let's say, these are your table that you want to store, then that's how that would look out if you're all down on disk. So what you do is you take anything you'd want to index on. So for example, video timestamps, you put those all in the header so that in your initial header, you know exactly where to go on disk.
1:24:26Then if you have any tensors, you're going to try to transpose the dimensions to put a different dimension last as the contiguous dimension, and then also try different types of compression. Then you check out which one was most optimal, and then store that one. This is actually a huge step if you do feature caching.
1:24:44Unintelligible output from the machine learning network rotated around the dimensions a little bit, you can get up to 20% increase in efficiency of storage. Then when you store that, we also ordered columns by size so that all your small columns and small values are together so that when you seek for a single value, you're likely to overlap with the read on more values, which we'll use later, so that you don't need to do another file system operation.
1:25:12So I could go on and on. I just went on, touched on two projects that we have internally. But this is actually part of a huge continuous effort to optimize the compute that we have in house. So accumulating and aggregating through all these optimizations, we now train our occupancy
1:25:28networks twice as fast just because it's twice as efficient. And now if we add in a bunch more compute and go parallel, we can now train this in hours instead of days. And with that, I'd like to hand it off to the biggest user of compute, John. Hi, everybody. My name is John Emmons.
1:25:52I lead the Autopilot Vision Team. I'm going to cover two topics with you today. The first is how we predict lanes. And the second is how we predict the future behavior of other agents on the road. In the early days of Autopilot, we modeled the lane detection problem as an image space instant segmentation task.
1:26:11Our network was super simple, though. In fact, it was only capable of printing lanes from a few different kinds of geometries. Specifically, it would segment the eagle lane, it could segment adjacent lanes, and then it had some special casing for forks and merges. This simplistic modeling of the problem worked for highly structured roads like highways.
1:26:31But today, we're trying to build a system that's capable of much more complex maneuvers. Specifically, we want to make left and right turns intersections where the road topology can be quite a bit more complex and diverse. When we try to apply the simplistic modeling of the problem here, it just totally breaks down.
1:26:47Taking a step back for a moment, what we're trying to do here is to predict the sparse set of lane instances in their connectivity. And what we want to do is to have a neural network that basically predicts this graph, where the nodes are the lane segments and the edges encode the connectivity between these lanes.
1:27:05So what we have is our lane detection neural network. made up of three components. In the first component, we have a set of convolutional layers, attention layers, and other neural network layers that encode the video streams from our eight cameras on the vehicle and produce a rich visual representation. We then enhance this visual representation with
1:27:25a coarse road level mapped data, which we encode with a set of additional neural network layers that we call the Lane Guidance Module. This map is not an HD map, but it provides lot of useful hints about the topology of lanes inside of intersections, the lane counts on various roads, and a set of other attributes that help us. The first two components here
1:27:48produce a dense tensor that sort of encodes the world. But what we really want to do is to convert this dense tensor into a spark set of lanes in their con activities. We approach this problem like an image captioning task where the input is this dense tensor and the output text is predicted into a special language that we developed at Tesla for encoding lanes
1:28:07in their con activities. In this language of lanes, the words and tokens are the lane positions in 3D space, in the ordering of the tokens, and predicted modifiers in the tokens, encode the connective relationships between these lanes. By modeling the task as a language problem, we can capitalize on recent autoregressive architectures and techniques from the language community for handling the multiplicity of the problem.
1:28:30We're not just solving the computer vision problem at Autopilot, we're also applying the state of the art and language modeling and machine learning more generally. I'm now going to dive into a little bit more detail this language component. What I have depicted on the screen here is a satellite image which sort of represents the local area around the vehicle.
1:28:49The set of nose images is what we refer to as the lane graph, and it's ultimately what we want to come out of this neural network. We start with a blank slate. We're going to want to make our first prediction here at the screen dot. The screen dot's position is encoded as an index into a course grid which discretizes the 3D world.
1:29:09Now we don't predict this index directly, because it would be too computationally expensive to do so. There's just too many grid points, and predicting a categorical distribution over this as both implications at training time and test time. So instead what we do is we discretize the world coarsely first.
1:29:23We predict the heat map over the possible locations, and then we latch in the most probable location. Condition on this, we then refine the prediction and get the precise point. Now we know where the position of this token is, but we don't know its type. In this case, though, it's the beginning of a new lane.
1:29:41So we pricked it as a start token. And because it's a start token, there's no additional attributes in our language. We then take the predictions from this first forward pass, and we encode them using a learned conditional embedding, which produces a set of tensors that we combine together, which is
1:29:58actually the first word in our language of lanes. We add this to the first position in our sentence here. continue this process by printing the next lane point in a similar fashion. Now this lane point is not the beginning of a new lane. It's actually a continuation of the previous lane.
1:30:15So it's a continuation token type. Now it's not enough just to know that this lane is connected to the previously predicted lane. We want to encode its precise geometry, which we do by regressing a set of flying coefficients. We then take this lane, we encode it again, and and add it as the next word in the sentence.
1:30:35We continue predicting these continuation lanes until we get to the end of the prediction grid. We then move on to a different lane segment. So you can see that cyan dot there. Now, it's not topologically connected to that pink point. It's actually forking off of that green point there.
1:30:52So it's got a fork type. And fork tokens actually point back to previous tokens from which the fork originates. So you can see here the fourth point predictor is actually the index 0. So it's actually referencing the back of tokens that is already created, like you would in language.
1:31:10We continue this process over and over again. And so we've enumerated all of the tokens in the link graph. And then the network predicts the end of center token. Yeah, I just wanted to note that the reason we do this is not just because we want to build something complicated. It almost feels like a Turing complete machine here with neural networks though.
1:31:27Is that we tried simple approaches, for example, trying to just segment the lanes along the road or something like that. But then the problem is when this uncertainty, say you cannot see the road clearly, and there could be two lanes or three lanes, and you can't tell a simple segmentation-based approach would just draw both of them.
1:31:44It's kind of a 2.5 lane situation. And the post-processing algorithm would hilariously fail when the predictions are such. Yeah, the problems don't end there. I mean, you need to predict these connective lanes inside of intersections, which is just not possible with the approach that Ashok's mentioning, which is why we had to upgrade to this sort of thing.
1:32:01Like overlaps like this, segmentation would just go haywire. But even if you try very hard to put them on separate layers, it's just a really hard problem. But language just offers a really nice framework for getting a sample from a posterior, as opposed to trying to do all of this in post processing.
1:32:19But this doesn't actually stop for just autopilot. This can be used for optimists. Yeah, I guess they wouldn't be called lanes. But you could imagine, sort of in this stage here, that you might have paths that encode the possible places that people could walk. Yeah, basically, if you're in a factory or in a home setting, you can just ask the robot, OK, let's me.
1:32:40Please shout to the kitchen or please shout to some location in the factory. And then we put a set of pathways that would go through the aisles, take the robot, and say, OK, this is how you get to the kitchen. It just really gives us a nice framework to model these different paths that simplify the navigation problem for the downstream planner.
1:33:00All right, so ultimately what we get from this lane detection network is a set of lanes in their con activities, which comes directly from the network. There's no additional step here for specifying these dense predictions into sparse ones. This is just a direct unfiltered output of the network.
1:33:18So I talked a little bit about lanes. I'm going to briefly touch on how we model and predict the future paths and other semantics on objects. So I'm just going to go really quickly through two examples. The video on the right here, we've got a car that's actually running a red light and turning in front of us.
1:33:34What we do to handle situations like this is we predict a set of short time horizon future trajectories on all objects. We can use these to anticipate the danger situation here and apply whatever breaking and steering actions required to avoid a collision. In the video on the right, there's two vehicles in front of us.
1:33:51The one on the left lane is parked. Apparently it's being unloaded, unloaded. I don't know why the driver decided to park there. But the important thing is that our neural network predicted that it was stopped, which is the red color there. The vehicle and the other lane, as you notice, also is stationary.
1:34:06But that one's obviously just waiting for that red light to turn green. So even though both objects are stationary and have zero velocity, it's the semantics that is really important here, so that we don't get stuck behind that awkwardly parked car. Predicting all of these agent attributes presents some practical problems when trying to build a real-time system.
1:34:24We need to maximize the frame rate of our object section stack, so that Autopilot can quickly react to the changing environment. Every millisecond really matters here. To minimize the inference latency, our neural network is split into two phases. In the first phase, we identified the locations in 3D space where agents exist.
1:34:42In the second stage, we then pull out tensors at those 3D locations, append it with additional data that's on the vehicle, and then we do the rest of the processing. This classification step allows the neural number to focus compute on the areas that matter most, which gives us superior performance for a fraction of the latency cost.
1:35:01So putting it all together, the Autopilot Vision Stack predicts more than just the geometry and kinematics of the world. It also predicts a rich set of semantics, which enables safe and human-like driving. I'm now going to hand things off to Shree, who will tell us how we run all these cool neural networks on our FSD computer.
1:35:15Thank you. Hi, everyone. I'm Shree. Today I'm going to give glimpse of what it takes to run these FSD networks in the car, and how do we optimize for the inference latency. Today I am going to focus just on FSC Lane's network that John just talked about. So when we started this track, we wanted to know if we can run this FSC Lane's network
1:35:46natively on the trip engine, which is our enough neural network accelerator that we built in the FSC computer. When we built this hardware, we kept it simple and we made sure it can do one thing ridiculously fast, dense dot products. But this architecture is auto regressive and iterative where it crunches through multiple
1:36:08attention blocks in the inner loop producing sparse points directly at every step. So, the challenge here was how can we do this sparse point prediction and sparse computation on a dense dot product engine. Let us see how we did this on the trip. So, the network predicts the heat map of most probable spatial locations of the point.
1:36:32Now we do a argmax and a one-hot operation which gives the one-hot encoding of the index of the spatial location. Now we need to select the embedding associated with this index from an embedding table that is learned during training. To do this on trip we actually built a lookup table in S-Tram and we engineered the dimensions
1:36:56of this embedding such that we could achieve all of this thing with just matrix multiplication. Not just that, we also wanted to store this embedding into a token cache so that we do not recompute this for every iteration rather reuse it for future point prediction. Again, we put some tricks here where we did all these operations just on the dot product engine. It
1:37:19is actually cool that our team found creative ways to map all these operations on the trip engine in ways that were not even imagined when this hardware was designed. But that is not the only thing we had to do to make this work. We actually implemented a whole lot of operations and features to make this model compilable
1:37:41to improve the intate accuracy as well as to optimize performance. All of these things helped us run this 75 million parameter model just under 10 millisecond of latency consuming just 8 watts of power. But this is not the only architecture running in the car. There are so many other architectures, modules and networks we need to run in the car.
1:38:05To give a sense of scale there are about billion parameters of all the networks combined producing around 1000 neural network signals. So, we need to make sure we optimize them jointly and such that we maximize the computer utilization throughput and minimize the latency. So, we built a compiler just for neural networks that shares the structure to traditional
1:38:31compilers. As you can see, it takes the massive graph of neural nets with 150 k nodes and 375 k connection takes this thing, partitions them into independent sub graphs and compels each of the sub graphs natively for the inference devices. Then we have a neural network linker which shares the structure to traditional linker where we perform this link time optimization
1:38:57there we solve an offline optimization problem with compute memory and memory bandwidth constraints so that it comes with an optimized schedule that gets executed in the car. On the run time we designed a hybrid scheduling system which basically does heterogeneous scheduling on one SOC and distributed scheduling across both the SOCs to run these networks in a model
1:39:22parallel fashion. To get 100 tops of compute utilization, we need to optimize across all the layers of software right from tuning the network architecture, the compiler, all the way to implementing a low latency, high bandwidth, RDM link across both the SOCs and in fact going even
1:39:41deeper to understanding and optimizing the cache coherent and non coherent data path of the accelerator in the SOC. This is a lot of optimization at every level in order to make sure we get the highest frame rate and as every millisecond counts here. And this is just the visualization of the neural networks that are running in the car.
1:40:05This is our digital brain essentially. As you can see these operators are nothing but just the matrix multiplication convolution to name a few real operations running in the car. To train this network with a billion parameters, you need a lot of labeled data. So Aegon is going to talk about how do we achieve this with the auto labeling pipeline.
1:40:36Thank you, sir. Hi, everyone. I'm Yae-gun Zhang, and I'm leaving geometric vision at autopilot. So yeah, let's talk about auto labeling. So we have several kinds of all labeling frameworks to support various types of networks. But today, I'd like to focus on the awesome lanes net here.
1:40:59So to successfully train and generalize this network to everywhere, we think we went tens of millions of trips from probably one million intersection or even more. So then how to do that? So it is certainly achievable to source sufficient amount of trips, because we already have, as Tim explained earlier, we already have like 500,000 trips per day cash rate.
1:41:28However, comparing all those data into a training form is a very challenging technical problem. To solve this challenge, we've tried various ways of manual and auto labeling. So from the first column to the second, from the second to the third, each advance provided us nearly 100 decks implement in throughput.
1:41:50But still, we run an even better auto labeling machine that can provide us good quality, diversity, and scalability. To meet all these requirements, despite the huge amount of engineering effort required here, we've developed a new auto labeling machine powered by multi-tribby construction.
1:42:15So these can replace 5 million hours of manual labeling with just 12 hours of cluster for labeling 10,000 trips. So how we solved? There are three big steps. The first step is high precision trajectory and structural recovery by multi-camera, visual, inertial, or geometry. So here, all the features, including ground surface, are inferred from videos by neural networks, then tracked and reconstructed in the vector space.
1:42:44So the typical drift rate of this trajectory in car is like 1.3 centimeter per meter and 0.45 milli-redium per meter, which is pretty decent considering its compact compute requirement. Then the recovery surface and road details are also used as a strong guidance for the later manual verification stuff.
1:43:05This is also enabled in every FSD vehicle, so we get pre-processed trajectories and structures along with the trip data. The second step is multi-trib reconstruction, which is the big and core piece of this machine. So the video shows how the previously shown trip is reconstructed and aligned with other
1:43:27trips, basically other trips from different people, not the same vehicle. So this is done by multiple intern steps like course alignment, pairwise matching, join optimization, then further surface refinement. In the end, the human analyst comes in and finalizes the label. So each heavy steps are already fully parallelized on the cluster.
1:43:51So the entire process usually takes just a couple of hours. The last step is actually auto labeling the new trips. So here, we use the same multi-trib alignment engine, but only between pre-built reconstruction and each new trip. So it's much, much simpler than fully reconstructing all the clips altogether.
1:44:15That's why it only takes 30 minutes per trip to auto label instead of several hours of manual labeling. And this is also the key of scalability of this machine. This machine easily scales as long as we have available compute and treat data. So about 50 trips were newly auto labeled from this scene, and some of them are shown here.
1:44:43So 53 from Deepramp vehicles. So this is how we capture and transform the space time slices of the world into the network's supervision. Yeah, one thing I'd like to note is that Jagan just talked about how we auto-label our lanes. But we have auto-labors for almost every task that we do including our planner.
1:45:04And many of these are fully automatic. There's no humans involved. For example, for objects, all the kinematics, the shapes, their futures, everything just comes from auto labeling. And the same is true for occupancy too. And we have really just built a machine not on this. Yeah, so if you can go back one slide.
1:45:21One more. It says, parallelized on cluster. So that sounds pretty straightforward, but really wasn't. Maybe it's fun to share how something like this comes about. So a while ago, we didn't have any auto labeling at all. And then someone makes a script. It starts to work. It starts working better until you reach a volume that's pretty high and we clearly need a solution.
1:45:45And so there were two other engineers in our team who were like, that's an interesting thing. What we needed to do was build a whole graph of essentially Python functions that we need to run one after the other. First you pull the clip, then you do some fleeting, then you do some network inference, then another network inference, and so you finally get this.
1:46:04But so you need to do this at a large scale. So I tell them, we probably need to shoot for 100,000 clips per day or like 100,000 items, that seems good. And so the engineers said, well, we can do a bit of post-press and a bit of elbow grease. We can do it. Meanwhile, we are a bit later, and we're doing 20 million of these functions every single day.
1:46:28Again, we pull in around half a million clips. And on those, we run and done the functions each of these in a streaming fashion. And so that's kind of the back end info that's also needed to not just run training, but also auto labeling. It really is like a factory that produces labels, and it's like production lines, yield, quality, inventory.
1:46:46Like, all of the same concepts applied to this label factory that applies for the factory for our cars. That's right. OK. Thanks, Tim and Ashok. So, yeah. So concluding this section, I'd like to share a few more challenging and interesting examples for network, for sure, and even for humans, probably.
1:47:08So from the top, there's examples for lack of lights, case, or fogging night, or roundabout, and have your occlusions by parked cars, and even rainy night with the raindrops on camera lenses. These are challenging, but once their original scenes are fully reconstructed by other clips, all of them can be auto-labeled so that our cars can drive even better through these challenging scenarios.
1:47:34So now, let me pass the mic through David to learn more about how it's creating the new world on top of these labels. Thank you. Thank you, Yagan. My name is David, and I'm going to talk about simulation. So simulation plays a critical role in providing data that is difficult to source and or hard
1:47:57to label. However, 3D scenes are notoriously slow to produce. Take for example the simulated scene playing behind me. A complex intersection from Market Street in San Francisco, it would take two weeks for artists to complete. And for us, that is painfully slow. However, I'm going to talk about using Yagan's automated ground truth labels, along with some brand new tooling that allows us to procedurally generate this scene, and many like it, in just five minutes.
1:48:27That's an amazing 1,000 times faster than before. So let's dive in to how a scene like this is created. We start by piping the automated ground truth labels into our simulated world creator tooling inside the software Houdini. Starting with road boundary labels, we can generate a solid road mesh and re-topologize it with the lane graph labels.
1:48:50This helps inform important road details like crossroad slope and detailed material blending. Next, we can use the line data and sweep geometry across its surface and project it to the road, creating lane paint decals. Next, using median edges, we can spawned island geometry and populate it with randomized foliage.
1:49:13This drastically changes the visibility of the scene. Now, the outside world can be generated through a series of randomized heuristics. Modular building generators create visual obstructions while randomly placed objects like hydrants can change the color of the curbs while trees can drop leaves below it, obscuring lines or edges.
1:49:33Next, we can bring in map data to inform positions of things like traffic lights or stop signs. We can trace along its normal to collect important information like number of lanes and even get accurate street names on the signs themselves. Next, using Langraph, we can determine lane connectivity and spawn directional road markings on the road and there are accompanying road signs.
1:49:57And finally, with Langraph itself, we can determine lane adjacency and other useful metrics to spawn randomized traffic permutations inside our simulator. And again, this is all automatic, No artists in the loop and happens within minutes. And now this sets us up to do some pretty cool things.
1:50:16Since everything is based on data and heuristics, we can start to fuzz parameters to create visual variations of the single ground truth. It can be a subtle as object placement and random material swapping to more drastic changes, like entirely new biomes or locations of environment, like urban, suburban, or rural.
1:50:35This allows us to create infinite, targeted permutations for specific ground truth that we need more ground truth for. And all this happens within a click of a button. And we can even take this one step further by altering our ground truth itself. Say John wants his network to pay more attention the directional road markings to better detect an upcoming captive left-turn lane.
1:50:59We can start to procedurally alter our lane graph inside the simulator to help to create entirely new flows through this intersection, to help focus the networks' attention to the road markings to create more accurate predictions. And this is a great example of how this tooling allows us to create new data that can never
1:51:17be collected from the real world. And the true power of this tool is in its architecture and how we can run all tasks in parallel to infinitely scale. So you solve the tile creator tool in action, converting the ground truth labels into their counterparts. Next, we can use our tile extractor tool to divide this data into geo-hash tiles about
1:51:40150 meters square in size. We then save out that data into separate geometry and instance files. This gives us a clean source of data that's easy to load and allows us to be rendering engine agnostic for the future. Then using a tile loader tool, we can summon any number of those cache tiles using a geo-hash
1:52:01ID. Currently, we're doing about these 5x5 tiles or 3x3, usually centered around fleet hotspots or interesting land-graft locations. And the tile loader also converts these tile sets into U-assets for consumption by the Unreal Engine and gives you a finished project from what you saw in the first slide.
1:52:23And this really sets us up for size and scale. And as you can see on the map behind us, we can easily generate most of San Francisco city streets. And this didn't take years or even months of work, but rather two weeks by one person. We can continue to manage and grow all this data using our PDG network inside of the tooling.
1:52:44This allows us to throw compute at it and regenerate all these tile sets overnight. This ensures all environments are of consistent quality and features, which is super important for training since new ontologies and signals are constantly released. And now to come full circle, because we generated all these tile sets from ground truth data that contain all the weird intricacies from the real world.
1:53:11And we can combine that with the procedural, visual, and traffic variety to create limitless, targeted data for the network to learn from. And that concludes the Sim section. I'll pass it to Kate to talk about how we can use all this data to improve Autopilot. Thank you. Thanks, David.
1:53:37Hi, everyone. My name is Kate Park. And I'm here to talk about the data engine, which is the processed by which we improve our neural networks via data. We're going to show you how we deterministically solve interventions via data and walk you through the life of this particular clip.
1:53:54In this scenario, Autopilot is approaching a turn and incorrectly predicts that crossing vehicle has stopped for traffic and thus a vehicle that we would slow down for. In reality, there's nobody in the car. It's just awkwardly parked. We built this tooling to identify the mispredictions, correct the label, and categorize this clip into an evaluation set.
1:54:17This particular clip happens to be one of 126 that we've diagnosed as challenging parked cars at turns. Because of this infra, we can curate this evaluation set without any engineering resources custom to this particular challenge case. To actually solve that challenge case requires mining thousands of examples like it.
1:54:39And it's something Tesla can trivially do. We simply use our data sourcing info, request data, and use the tooling shown previously to correct the labels. By surgically targeting the mispredictions of the current model, we're only adding the most valuable examples to our training set.
1:54:58We surgically fix 13,900 clips. And because those were examples where the current model struggles, we don't even need to change the model architecture. A simple way update with this new, valuable data is enough to solve the challenge case. So you see we no longer predict that crossing vehicle as stopped as shown in orange, but parked as shown in red.
1:55:21In academia, we often see that people keep data constant, but at Tesla it's very much the opposite. We see time and time and again that data is one of the best, if not the most deterministic lever to solving these interventions. We just showed you the data engine loop for one challenge case, namely these parked cars at turns.
1:55:42But there are many challenge cases, even for one signal of vehicle movement. We apply this data engine loop to every single challenge case we've diagnosed, whether it's buses, curvy roads, stopped vehicles, parking lots. And we don't just add data once. We do this again and again to perfect the semantic.
1:56:01In fact, this year, we updated our vehicle movement signal five times, and with every way update trained on the new data, we push our vehicle movement accuracy up and up. This data engine framework applies to all our signals, whether they're 3D multi-cam video, whether the data is human labeled, auto labeled, or simulated, whether it's an offline model or an online model.
1:56:26And Tesla's able to do this at scale because of the fleet advantage, the info that our end team has built, and the labeling resources that feed our networks. To train on all this data, we need a massive amount of compute. So I'll hand it off to Pete and Ganesh to talk about the Dojo Supercomputing Platform.
1:56:45Thank you. Thank you, Katie. Thanks, everybody. Thanks for hanging in there. We're almost there. My name is Pete Bannon. I run the custom silicon and low voltage teams at Tesla. And my name is Ganesh Wrenke. I run the Dojo program. Thank you. I'm frequently asked, why is a car company building a supercomputer for training?
1:57:21And this question fundamentally misunderstands the nature of Tesla. At its heart, Tesla is a hardcore technology company. All across the company, people are working hard in science and engineering to advance the fundamental understanding and methods that we have available to build cars, energy solutions, robots,
1:57:45than anything else, so can we can do to improve the human condition around the world. It's a super exciting thing to be a part of, and it's a privilege to run a very small piece of it in the semiconductor group. Tonight we're gonna talk a little bit about Dojo and give you an update on what we've been able to do over the last year, but before we do that, I wanted to give a little bit of background on the initial design that we started a few years ago.
1:58:10When we got started, the goal was to provide a substantial improvement to the training latency for our autopilot team. Some of the largest neural networks they train today run for over a month, which inhibits their ability to rapidly explore alternatives and evaluate them. So a 30x speed up would be really nice if we could provide it at a cost competitive and energy competitive way.
1:58:35To do that, we wanted to build a chip with a lot of arithmetic units that we could utilize at a very high efficiency. And we spent a lot of time studying whether we could do that using DRAM, various packaging ideas, all of which failed. And in the end, even though it felt like an unnatural act, we decided to reject DRAM as the primary storage medium for this system, and instead focus on SRAM embedded in the chip.
1:59:03SRAM provides, unfortunately, a modest amount of capacity, but extremely high bandwidth and very low latency. And that enables us to achieve high utilization with the with medic units. Those choices, that particular choice led to a whole bunch of other choices. For example, if you want to have virtual memory and you need page tables, they take a lot of space. We didn't have space, so no virtual memory. We also don't have interrupts. The accelerator
1:59:31is a bare-bones, raw piece of hardware that's presented to a compiler and the compiler is responsible for scheduling everything that happens in a deterministic way. So there's no need or even desire for interrupts in the system. We also chose to pursue model parallelism as a training methodology, which is not the
1:59:51typical situation. Most machines today use data parallelism, which consumes additional memory capacity, which we obviously don't have. So all of those choices led us to build a machine that is pretty radically different from what's available today. We also had a whole bunch of other goals.
2:00:12One of the most important ones was no limits. So we wanted to build a compute fabric that would scale in an unbounded way, for the most part. I mean, obviously, there's physical limits now and then. But pretty much if your model was too big for the computer, you just had to go buy a bigger computer.
2:00:29That's what we were looking for. Today, the way machines are packaged. There's a pretty fixed ratio of, for example, GPUs, CPUs, and DRAM capacity and network capacity. And we really wanted to disaggregate all that so that as models evolved, we could vary the ratios of those various elements and make the system more flexible to meet the needs of the autopilot team.
2:00:54Yeah, and it's so true, Pete, like no limits philosophy was our guiding star all the way. All of our choices were centered around that. And to the point that we didn't want traditional data center infrastructure to limit our capacity to execute these programs at speed. So that's why we integrated vertically our data center.
2:01:25The entire data center, by doing a vertical integration of the data center, we could extract new levels of efficiency. we could optimize power delivery, cooling, and as well as system management across the whole data center stack, rather than doing box by box and integrating that those boxes into data centers.
2:01:49And to do this, we also wanted to integrate early to figure out limits of scale for our software workloads. So we integrated Dojo environment into our autopilot software very early. And we learned a lot of lessons. And today, Bill Chang will go over our hardware update, as well as some of the challenges that we faced along the way.
2:02:15And Rajeev Kurian will give you a glimpse of our compiler technology, as well as go over some of our cool results. Great. Thank you. Thanks, Pete. Thanks, Ganesh. I'll start tonight with a high-level vision of our system. That will help set the stage for the challenges and the problems we're solving.
2:02:44And then also how software will then leverage this for performance. Now, our vision for Dojo is to build a single unified accelerant, a very large one. Software would see a seamless compute plane with globally addressable, very fast memory, all connected together with uniform, high bandwidth, and low latency.
2:03:09Now to realize this, we need to use density to achieve performance. Now we leverage technology to get this density in order to break levels of hierarchy all the way from the chip to the scale-out systems. Now, Silicon technology has done this for decades. ships had followed Moore's law for density integration
2:03:33to get performance scaling. Now, a key step in realizing that vision was our training tile. Not only can we integrate 25 dies at extremely high bandwidth, but we can scale that to any number of additional tiles by just connecting them together. Now, last year, we showcased our first functional training tile.
2:03:58And at that time, we already had workloads running on it. And since then, the team here has been working hard and diligently to deploy this at scale. Now, we've made amazing progress and had a lot of milestones along the way. And of course, we've had a lot of unexpected challenges.
2:04:19But this is where our fail-fast philosophy has allowed us to push our boundaries. Now, pushing density for performance presents all new challenges. One area is power delivery. Here, we need to deliver the power to our compute die, and this directly impacts our top line compute performance.
2:04:43But we need to do this at unprecedented density. We need to be able to mash our die pitch with a power density of almost 1 amp per millimeter squared. And because of the extreme integration, this needs to be a multi-tiered vertical power solution. And because there's a complex heterogeneous material stack up, we have to carefully manage the material transition, especially CTE.
2:05:12Now why does the coefficient of thermal expansion matter in this case? CTE is a fundamental material property. And if it's not carefully managed, that stack up would literally rip itself apart. So we started this effort by working with vendors to develop this power solution. but we realized that we actually had to develop this in-house.
2:05:38Now to balance schedule and risk, we built quick iterations to support both our system bring up and software development, and also to find the optimal design and stack up that would meet our final production goals. And in the end, we were able to reduce CTE over 50% and meet our performance by 3x over our initial version.
2:06:03Now needless to say, finding this optimal material stack up while maximizing performance at density is extremely difficult. Now, we did have unexpected challenges along the way. Here's an example where we pushed the boundaries of integration that led to component failures. This started when we scaled up to larger and longer workloads and then intermittently, a single site on a tile would fail.
2:06:35Now they started out as recoverable failures, but as we pushed some much higher and higher power, these would become permanent failures. Now to understand this failure, you have to understand why and how we build our power modules. Solving density at every level is the cornerstone of actually achieving our system performance.
2:07:00Now because our X, Y plane is used for high bandwidth communication, Everything else must be stacked vertically. This means all other components other than our die must be integrated into our power modules. Now that includes our clock and our power supplies, and also our system controllers.
2:07:21Now in this case, the fairies were due to losing clock output from our oscillators. And after an extensive debug, we found that the root cause was due to vibrations on the module from piezoelectric effects are nearby capacitors. Now, singing caps are not a new phenomenon, and in fact, very common in power design.
2:07:45But normally, clock chips are placed in a very quiet area of the board, and often not affected by power circuits. But because we needed to achieve this level of integration, these oscillators need to be placed in very close proximity. Now, due to our switching frequency And then the vibration resonance created, it caused out-of-plane vibration on our MEMS oscillator that caused it to crack.
2:08:13Now, the solution to this problem is a multi-prong approach. We can reduce the vibration by using soft terminal caps. We can update our MEMS part with a lower Q factor for the out-of-plane direction. And we can also update our switching frequency to push the resonance further away from these sensitive bands.
2:08:40Now, addition to the density at the system level, we've been making a lot of progress at the infrastructure level. We knew that we had to read, examine every aspect of the data center infrastructure in order to support our unprecedented power and cooling density. We brought in a fully custom design CDU to support Dojo's dense cooling requirements.
2:09:06And the amazing part is we're able to do this at a fraction of the cost versus buying off the shelf and modifying it. And since our Dojo Cabinet integrates enough power and cooling to match an entire row of standard IT racks, we need to carefully design our Cabinet and infrastructure together.
2:09:26And we've already gone through several iterations of this Cabinet to optimize this. And earlier this year, we started load testing our power and cooling infrastructure. and we were able to push it over two megawatts before we tripped our substation and got a call from the city. Now last year, we introduced only a couple of components of our system.
2:09:50The custom D1 die and the training tile, but we teased the exit pod as our end goal. We'll walk through the remaining parts of our system that are required to build out this exit pod. Now the system tray is a key part of realizing our vision of a single accelerator. It enables us to seamlessly connect tiles together, not only within the cabinet, but
2:10:15between cabinets. We can connect these tiles at very tight spacing across the entire accelerator, and this is how we achieve our uniform communication. This is a laminated bus bar that allows us to integrate very high power, mechanical and thermal support, and an extremely dense integration.
2:10:37It's 75 millimeters in height and supports six tiles at 135 kilograms. This is the equivalent of three to four fully loaded high performance racks. Next, we need to feed data to the training tiles. This is where we've developed the Dojo interface processor. It provides our system with high bandwidth DRAM to stage our training data.
2:11:05And it provides full memory bandwidth to our training tiles using TTP, our custom protocol that we can use to communicate across our entire accelerator. It also has high speed ethernet that helps us extend this custom protocol over standard ethernet. And we provide native hardware support for this with little to no software overhead.
2:11:27And lastly, we can connect to it through a standard Gen4 PCIE interface. Now we pair 20 of these cards per tray, and that gives us 640 gigabytes of high bandwidth DRAM. And this provides our disaggregated memory layer for our training tiles. These cards are a high bandwidth ingest path, both through PCIe and ethernet.
2:11:55They also provide a high-rate XZ connectivity path that allows shortcuts across our large dojo accelerator. Now we actually integrate the host directly underneath our system tray. These hosts provide our ingest processing and connect to our interface processors through PCIe. These hosts can provide hardware video decoder support
2:12:21for video-based training. And our user applications land on these hosts. So we can provide them with a standard x86 Linux environment. Now we can put two of these assemblies into one cabinet and pair it with redundant power supplies that do direct conversion of three phase 480 volt AC power
2:12:46to 52 volt DC power. Now by focusing on density at every level, we can realize the vision of a single accelerator. Now starting with the uniform nodes on our custom D1 die, we can connect them together in our fully integrated training tile, and then finally seamlessly connecting them
2:13:12across cabinet boundaries to form our dojo accelerator. And altogether, we can house two full accelerators in our exit pod for a combined one exit flop of ML Compute. Now, all can altogether this amount of technology and integration has only ever been done a couple of times in the history of Compute.
2:13:35Next, we'll see how software can leverage this to accelerate their performance. Thanks, Bill. My name is Rajiv, and I'm going to talk some numbers. So our software stack begins with the PyTorch extension that speaks to our commitment to one's standard PyTorch models out of the box.
2:14:01We're going to talk more about our JIT compiler and the Injast pipeline that feeds the hardware with data. Abstractly, performance is tops times utilization times accelerator occupancy. We've seen how the hardware provides peak performance. It's the job of the compiler to extract utilization from the hardware while code is running on it.
2:14:22And it's the job of the ingest pipeline to make sure that data can be fed at a throughput high enough for the hardware to not ever start. So let's talk about why communication bound models are difficult to scale. But before that, let's look at why resonant 50-like models are easier to scale.
2:14:38You start off with a single accelerator, run the forward and backward passes, followed by the optimizer. Then to scale this up, we run multiple copies of this on multiple accelerators. And while the gradients produced by the backward pass do need to be reduced and this introduces some communication, this can be done pipeline with the backward pass.
2:15:00This setup scales fairly well, almost lenient. For models with much larger activations, we run into a problem as soon as we want to run the forward pass. The batch size that fits in a single accelerator is often smaller than the batch norm surface. So to get around this, researchers typically want this set up on multiple accelerators in sync batch norm mode.
2:15:21This introduces latency bound communication to the critical path of the forward pass, and we already have a communication bottleneck. And while there are ways to get around this, they usually involve tedious manual work best suited for a compiler. And ultimately, there's no skirting around the fact that if your state does not fit in a single accelerator, you can be communication about.
2:15:45And even with significant efforts from our ML engineers, we see such models don't scale linearly. The Dojo system was built to make such models work at high utilization. The high density integration was built to not only accelerate the compute bond portions of a model, but also the latency bound portions like a batch norm or the bandwidth bound portions like a gradient all reduced or a parameter all gathered.
2:16:11A slice of the dojo mesh can be carved out to run any model. The only thing users need to do is to make the slice large enough to fit a bashroom surface for their particular model. After that, the partition presents itself as one large accelerator, freeing the users from having to worry about the internal details of execution, and as the job of the compiler
2:16:36to maintain this abstraction. membrane synchronization primitives in uniform low latency, makes it easy to accelerate all forms of parallelism across integration boundaries. Tensors are usually stored sharded in SRAM and replicated just in time for a Layers execution. We depend on the high dojo bandwidth to
2:16:55hide this replication time. Tensor replication and other data transfers are overlap with compute and the compiler can also recompute Layers when it's profitable to do so. We expect most models to work out of the box. As an example, we took the recently released stable diffusion model and got it running on Dojo in minutes.
2:17:16Out of the box, the compiler was able to map it in a model parallel manner on 25 Dojo dies. Here are some pictures of a Cybertruck on Mars generated by a stable diffusion running on Dojo. It looks like it still has some ways to go before matching the Tesla Design Studio team. So we've talked about how communication bottlenecks can hamper scalability.
2:17:46Perhaps an asset test of a compiler and the underlying hardware is executing a cross-di-bashram layer. Like mentioned before, this can be a serial bottleneck. The communication phase of a bashram begins with nodes computing their local mean and standard deviations. Then coordinating to reduce these values, then broadcasting these values back, and then they resume their work in parallel.
2:18:09So what would an ideal bashram look like on 25 dojo dots? Let's say the previous list activations are already split across dyes. We would expect the 350 nodes on each diode to coordinate and produce dilocle mean and standard deviation values. Ideally, these would get further reduced with the final value ending somewhere towards the middle of the tile.
2:18:33We would then hope to see a broadcast of this value radiating from the center. Let's see how the compiler actually executes a real bash-room operation across 25 dyes. The communication trees were extracted from the compiler, and the timing is from a real hardware one. We're about to see 8,750 nodes on 25 dies coordinating
2:18:53to reduce and then broadcast the bash drum mean and standard deviation values. Dialocal reduction followed by global reduction towards the middle of the tie. Then the reduce value broadcast radiating from the middle accelerated by the hardware's broadcast facility. This operation takes only five microseconds on 25 dojo dice.
2:19:20The same operation takes 150 microseconds on 24 GPUs. This is an orders of magnitude improvement over GPUs. And while we talked about an already this operation in the context of a batch norm, it's important to reiterate that the same advantages apply to all other communication primitives.
2:19:38And these primitives are essential for large scale training. So how about full model performance? So while we think that the ResNet 50 is not a good representation of real world Tesla workloads, it is a standard benchmark, so let's start there. We are already able to match the A100 die for die.
2:19:57However, perhaps a hint of Dojo's capabilities is that we're able to hit this number with just a batch of eight per die. But Dojo was really built to tackle larger complex models. So when we set out to tackle real world workloads, we looked at the usage patterns of our current GPU cluster.
2:20:15And two models stood out, the auto labeling networks, a class of offline models that are used to generate ground truth, and the occupancy networks that you heard about. The auto labeling networks are large models that have high arithmetic intensity, while the occupancy networks can be in just balance.
2:20:31We chose these models because together they account for a large chunk of our current GPU cluster usage, and they would challenge the system in different ways. So how do we do on these two networks? The results we're about to see were measured on multi-die systems for both the GPU and dojo, but normalized to per-die numbers.
2:20:52On our auto labeling network, we're already able to surpass the performance of an A100 with our current hardware running on our older generation VRMs. On our production hardware with our newer VRMs, that translates to doubling the throughput of an A100. And our model showed that with some key compiler optimizations, we could get to more than 3x the performance of an A100.
2:21:15We see even bigger leaps on the occupancy network. Almost 3x with our production hardware with room for more.
2:21:33So what does that mean for Tesla? With a current level of compiler performance, we could replace the ML compute of 1, 2, 3, 4, 5, in six GPU boxes with just a single dojo tile.
2:21:55And this dojo tile costs less than one of these GPU boxes. Woo! What it really means is that networks that took more than a month to train now take less than a week. Alas, when we measured things, it did not turn out so well. At the PyTorch level, we did not see our expected performance out of the gate.
2:22:21And this timeline chart shows our problem. The teeny, tiny little green bars, that's the compile code running on the accelerator. The row is mostly white space where the hardware is just waiting for data. With our dense ML compute, Dojo hosts effectively have 10x more ML compute than the GPU hosts.
2:22:42The data loaders running on this one host simply can keep up with all that ML hardware. So to solve our data loader scalability issues, we knew we had to get over the limit of this single host. The Tesla transport protocol moves data seamlessly across host, tiles, and ingest processors.
2:23:00So we extended the Tesla transport protocol to work over ethernet. We then built the Dojo network interface card, the DINIC, to leverage TTP over ethernet. This allows any host with a DINIC card to be able to DM it to and from other TTP endpoints. So we started with the Dojo mesh.
2:23:19Then we added a tier of data loading host equipped with the DINIC card. We connected these hosts to the mesh via an Ethernet switch. Now, every host in this data loading tier is capable of reaching all TTPN points in the Dojo mesh via hardware accelerated DMA. After these optimizations went in, our occupancy went from 4% to 97%.
2:23:46So the data loading sections have reduced. The data loading sections have reduced drastically, and the ML hardware is kept busy. We actually expect this number to go to 100% pretty soon. After these changes went in, we saw the full expected speed up from the PyTorch layer, and we were back in business.
2:24:10So we started with hardware design that breaks through traditional integration boundaries in service of our vision of a single giant accelerator. We've seen how the compiler and Injust layers build on top of that hardware. So after proving our performance on these complex real world networks, we knew what our first large-scale deployment would target.
2:24:28are high-rhythmic intensity auto labeling networks. Today, that occupies 4,000 GPUs over 72 GPU racks. With our dense computer and our high performance, we expect to provide the same throughput with just four Dojo cabinets. And these four Dojo cabinets will be part of our first exapod that we plan to build by quarter one of 2023.
2:25:00This will more than double Tesla's auto labeling capacity. The first exapod is part of a total of seven exapods that we plan to build in Palo Alto right here across the wall. We have a display cabinet from one of these exapods for everyone to look at. Six tiles, density packed on a tray, 54 petaflops of compute, 640 gigabytes of high bandwidth
2:25:34memory with power and host defeated. A lot of computing. We're building out new versions of all our cluster components and constantly improving our software to hit new limits of skill. We believe that we can get another 10X improvement with our next generation hardware. And to realize our ambitious goals, we need the best
2:26:01software and hardware engineers. So please come talk to us or visit tesla.com. Thank you.
2:26:26All right. So hopefully that was enough detail. And now we can move to questions. And guys,
2:26:39guys, like I think the team come out on stage. And we really wanted to show the depth and breadth of Tesla and artificial intelligence, compute hardware, robotics actuators, and try to really shift the perception of the company away from a lot of people think we're just a car company, or we make cool cars, whatever.
2:27:08But they don't have, most people have no idea that Tesla is arguably the leader in real world AI, hardware, and software. And that we're building what is arguably the most radical computer architecture since the query one supercomputer. And I think if you're interested in developing some of the most advanced technology in the world, that's going to really affect the world in a positive way, tells us the place to be.
2:27:44So yeah, let's fire away with some questions. I think there's a mic at the front and a mic at the back. Or on this side. Just throw a mic to people. Jump ball for the mic. Yeah, hi, thank you very much. I was impressed here. Yeah, I was impressed very much by Optimos, but I wonder why Ted on driven the hunt.
2:28:14Why did he choose a tendled driven approach for the hunt? Because tendons are not very durable. And why spring loaded? Yeah. Hello? Is this great? Cool. Awesome. Yes, that's a great question. When it comes to any type of actuation scheme, there's trade-offs between whether or not it's a tendent driven system or some type of linkage-based system.
2:28:38Just keep the mic close to your mouth. A little bit closer. You hear me? Cool. So, yeah, the main reason why we went for a tendon-based system is that, you know, first we actually investigated some synthetic tendons, but we found that metallic boating cables are, you know, a lot stronger.
2:28:56One of the advantages of these cables is that it's very good for part reduction. We do want to make a lot of these hands, so having a bunch of parts, a bunch of small linkages ends up being, you know, a problem when you're making a lot of something. One of the big reasons that tendons are better than linkages in a sense is that you can be
2:29:16anti-backlash. Anti-backlash essentially allows you to not have any gaps or stuttery motion in your fingers. Spring-loaded, mainly what spring-loaded allows us to do is it allows us to have active opening. Instead of having to have two actuators to drive the fingers closed and then open, we
2:29:38We have the ability to have the tendon drive them close, and then the springs passively extend. And this is something that's seen in our hands as well, right? We have the ability to actively flex, and then we also have the ability to extend. Yeah. I mean, our goal with Optimus is to have a robot that is maximally useful as quickly
2:29:57as possible. So there's a lot of ways to solve the various problems of a humanoid robot. And we're probably not barking up the right tree on all the technical solutions. And I should say that we're open to evolving the technical solutions that you see here over time. They're not locked in stone.
2:30:17But we have to pick something. And we want to pick something that's going to allow us to produce the robot as quickly as possible and have it, like I said, be useful as quickly as possible. We're trying to follow the goal of fastest path to a useful robot that can be made at volume.
2:30:36And we're going to test the robot internally at Tesla in our factory. And just see, like how useful is it? Because you have to have a, you're going to close the loop on reality to confirm that the robot is in fact useful. And yeah, so we're just going to use it to build things. And we're confident we can do that with the hand that we have currently designed.
2:31:01But for sure, there'll be hand version two, version three. And we may change the architecture quite significantly over time. The Optimus robot is really impressive. You did a great job. Bipedal robots are really difficult. But what I noticed might be missing from your plan is to acknowledge the utility of the human
2:31:29spirit. wondering if Optimus will ever get a personality and be able to laugh at our jokes while it folds our clothes. Yeah, absolutely. I think we want to have really fun versions of Optimus, so that Optimus can both do be utilitarian and do tasks, but can also be kind of like a friend and a buddy and hang out
2:31:57with you and I'm sure people will think of all sorts of creative uses for this robot. And you know, the thing, once you have the core intelligence and actuators figured out, then you can actually, you know, put all sorts of costumes, I guess, on the robot. I mean, you can make the robot look, you can skin the robot
2:32:26in many different ways. And I'm sure people will find very interesting ways to versions of Optimus. Thanks for the great presentation. I wanted to know if there was an equivalent to interventions in Optimus. It seems like labeling through moments where humans disagree with what's going on is important.
2:32:51And in a humanoid robot, that might be also a desirable source of information. That's what I was saying. Yeah, I think we will have ways to remote operate the robot and intervene when it does something bad, especially when we are training the robot and bringing it up. And hopefully, we designed it in a way that we can stop the robot from, if it's going to hit something, we can just hold it and then it will stop.
2:33:22don't like you know crush your hand or something and those are all intervention data yeah and we can learn a lot from our simulation systems to where we can check for collisions and super ways that those are bad actions yeah I mean so optimist we want over time to for it to be you know an android kind of android
2:33:41that you've seen in in sci-fi movies like Star Trek the next generation like data but obviously we could program the robot to be less robot-like and more friendly and it can obviously learn to emulate humans and feel very natural. So as AI in general improves, we can add that to the robot and it should be obviously able
2:34:07to do simple instructions or even intuit what it is that you want. So you could give it a high level instruction and then it can break that down into a series of actions and take those actions. Hi, yeah, it's exciting to think that with the optimus you will think that you can achieve
2:34:31orders of magnitude of improvement in economic output. That's really exciting. And when Tesla started, the mission was to accelerate the advent of renewable energy or sustainable transport. So with the optimus, do you still see that mission being the mission statement of Tesla, Or is it going to be updated with mission to accelerate the advent of infinite abundance
2:34:58or limitless economy? Yeah, it is not strictly speaking. Optimists is not strictly speaking directly in line with accelerating sustainable energy. To the degree that it is more efficient at getting things done than a person, it does, I guess, help with sustainable energy. But I think the mission effectively does somewhat broaden with the advent of Optimus to, you
2:35:32know, I don't know, make in the future awesome. So, you know, I think you look at Optimus and I know about you, but I'm excited to see what Optimus will become. And this is like, if you could tell like any given technology, do you want to see what it's like in a year, two years, three years, four years, five years, ten?
2:35:58I'd say for sure. You definitely want to see what's happening with Optimus. Whereas a bunch of other technologies are sort of plateaued. I've got name names here, but I... You know, so I think often this is going to be incredible in like five years, ten years like mind-blowing. And I'm really interested to see that happen and I hope you are too.
2:36:29Thank you. I have a quick question here. Justin, and I was wondering, like, are you planning to extend like conversational capabilities for the robot. And my second follow-up question to that is, what's the end goal? What's the end goal with Optimus? Yeah, Optimus would definitely have conversational capabilities.
2:36:52So you'd be able to talk to it and have a conversation, and it would feel quite natural. So from an end goal standpoint, I don't know, I think it's gonna keep evolving, And I'm not sure where it ends up, but some place interesting for sure. We always have to be careful about the, don't go down the Terminator path.
2:37:20That's a, I thought maybe we should start off with a video of the Terminator starting off with this skull crushing, but it might be people might not get too seriously. So we do want Optimus to be safe, so we are designing in safeguards where you can locally stop the robot. And with basically a localized control ROM
2:37:50that you can't update over the internet, which I think that's quite important, essential, frankly. So like a localized stop button or remote control, something like that that cannot be changed. But I mean, it's definitely gonna be interesting. It won't be boring. Okay, yeah. I see you today, you have very attractive product with Dojo and its applications.
2:38:28So I'm wondering what's the future for the Dojo platform? We would like provide like infrastructure and service, like AWS or you would like still achieve like the NVIDIA. So basically what's the future? because I say you use a 7 nanometer, so you develop a cost easily over 10 million dollars.
2:38:47How do you make the penis wise? Yeah, I mean, Dojo is a very big computer and actually will use a lot of power and needs a lot of cooling. So I think it's probably gonna make more sense to have Dojo operate in like Amazon Web Services manner than to try to sell it to someone else.
2:39:09So the most, that would be the most efficient way to operate Dojo is just have it be a service that you can use that's available online and that where you can train your models way faster and for less money. And as the world transitions to software 2.0. And that's on the Bingo card.
2:39:36Someone I know it has to know to drink five tequila's. So let's see. Software 2.0 will use a lot of neural net training. So it kind of makes sense that over time as there's more neural net stuff, people will people want to use the fastest, lowest cost neural net training system.
2:40:07So I think there's a lot of opportunity in that direction. Hi. My name is Ali Jahanyan. Thank you for this event. It's very inspirational. My question is, I'm wondering what is your vision for humanity robots that understand our emotions and art and can contribute to our creativity?
2:40:40Well, I think there's, you're already seeing robots that at least are able to generate very interesting art with like Dolly and Dolly II. And I think we'll start seeing AI that can actually generate even movies that have a, that have coherence. like interesting movies and tell jokes.
2:41:03So it's quite remarkable how fast AI is advancing at many companies besides Tesla. We're headed for a very interesting future. And yeah, so you guys want to comment on that? Yeah, I guess the optimal store work can come up with physical art, not just digital art. You can ask for some dance moves in text or voice, and then you can produce those in the future.
2:41:33So it's a lot of physical heart, not just digital art. Oh, yeah. Yeah, computers can absolutely make a physical art. Yeah. A hundred percent. Yeah, like dance, play, soccer, or whatever you. I mean, it needs to get more agile, but over time, for sure. Thanks so much for the presentation.
2:41:53For the Tesla autopilot slides, I noticed that the models that you were using were heavily motivated by language models. And I was wondering what the history of that was and how much of an improvement it gave. I thought that that was a really interesting curious choice to use language models for the lane transitioning.
2:42:11So there are sort of two aspects for why we transitioned to language modeling. So the first talk loud and close to it. OK. It's not time to go right here. OK, got it. Yeah, so the language models help us in two ways. The first way is that it lets us predict lanes that we couldn't have otherwise.
2:42:27As As Schok mentioned earlier, basically, when we predicted lanes in sort of a dense 3D fashion, you can only model certain kinds of lanes. But we want to get those crisscrossing connections inside of intersections. It's just not possible to do that without making it a graph prediction.
2:42:41If you try to do this with dense segmentation, it just doesn't work. Also, the lane prediction is a multimodal problem. Sometimes you just don't have sufficient visual information to know precisely how things look on the other side of the intersection. So you need a method that can generalize and produce coherent predictions.
2:42:59You don't want to be predicting two lanes and three lanes at the same time. You want to commit to one in a general model like these language models provides that. Hi. Hi. My name is Giovanni. Yeah, thanks for the presentation. It's really nice. I have a question for FSD team. So for the neural networks, how do you test,
2:43:27how do you do unit tests, software units tests on that? Do you have like a punch or I don't know, mid-thousands or yes, cases where the neural network that after you train it, you have to pass it before you release it to as a product, right? Yeah, what's your software unit testing strategies for this, basically?
2:43:50Yeah, glad you asked us like a series of tests that we have defined starting from unit test for software itself, but then for the neural network models, we have VAP sets defined where, you know, You can define, if you just have a large test set, that's not enough what we find. We need sophisticated VIP sets for different failure modes.
2:44:10And then we queue it them and grow them over the time of the product. So over the years, we have hundreds of thousands of examples where we have been failing in the past that we have curated. And so for any new model, we test against the entire history of these failures and then keep adding to this test set.
2:44:28On top of this, we have shadow modes where we ship these models in silent to the car, and we get data back on where they are failing or succeeding. And there's an extensive QA program. It's very hard to ship a regression. There's like nine levels of filters before it hits customers.
2:44:44But then we have really good info to make this all efficient. I'm one of the QA testers. So I have QA the car like a. QA tester. Yeah. So I'm constantly in the car just being queuing whatever the latest alpha-bulb is that doesn't totally crash. It finds a lot of bugs. Yeah. Hi. Great event.
2:45:08I have a question about foundational models for autonomous driving. We have all seen that big models that really can, when you scale up with data and model parameter, right, from GPT-3 to Palm, it can actually now do reasoning. So you see that it's essential scaling up foundational models with data and size.
2:45:32And then at least you can get a teacher model, right? That potentially can solve all the problems. And then you distill to a student model. Is that how you see foundational models relevant for a time of training? That's quite similar to our auto labeling model. So we don't just have models that run in the car.
2:45:51We train models that are entirely offline. that are extremely large that can't run in real time on the car. So we just run those offline on the servers, producing really good labels that can then train the online networks. So that's one form of the installation of these teacher student models.
2:46:10In terms of foundation models, we are building some really, really large data sets that are multiple petabytes. And we are seeing that some of these tasks work really well when we have these large data sets, like the kinematics, like I mentioned, we go in all the kinematics out of all the objects and up to the fourth derivative.
2:46:27And people thought we couldn't do detection with cameras. And detection, depth, velocity, acceleration. And imagine how precise these have to be for these high-order derivatives to be accurate. And these all comes from these kind of large data sets and large models. So we're seeing the equivalent of foundation models in our own way for geometry and kinematics and things like those.
2:46:49You want to have anything, John? Yeah, I'll keep it brief. Basically, whenever we train on a larger data set, we see big group of log. OK. Basically, whenever we train on a larger data set, we see big improvements in our model performance. And basically, whenever we initialize our networks with some pre-training step from some other auxiliary task, we basically see improvements.
2:47:10The self-supervised or supervised with large data sets both help a lot. Hi. So at the beginning, Elon said that Tesla was potentially interested in building artificial general intelligence systems given the potentially transformative impact of technology like that, it seems prudent to invest in technical AGI safety expertise specifically.
2:47:34I know Tesla does a lot of technical narrow AI safety research. I was curious if Tesla was intending to try to build expertise in technical, artificial, general intelligence safety specifically. Well, I mean, if we're still looking like we're getting the making a significant contribution to artificial general intelligence, then we'll for sure invest in safety, I'm a big believer in AI safety.
2:48:01I think there should be an AI regulatory authority at the government level, just as there is a regulatory authority for anything that affects public safety. So we have regulatory authority for aircraft and cars and food and drugs because they affect public safety. And AI also affects public safety.
2:48:23So I think, and this is not really something that government understands yet, but I think there should be a referee that is ensuring, or trying to ensure public safety for AGI. And you think of like, well, what are the elements that are necessary to create AGI? Like the accessible data set is extremely important.
2:48:49important. And if you've got a large number of cars and humanoid robots processing petabytes of video data and audio data from the real world, just like humans, that might be the biggest data set. It probably is the biggest data set. Because in addition to that, you can obviously incrementally scan the internet.
2:49:17But what the internet can't quite do is have millions or hundreds of millions of cameras in the real world, and with, like I said, with audio and other senses as well. So I think we probably will have the most amount of data. And probably the most amount of training power, Therefore, probably we will make a contribution to AGI.
2:49:48Hey, I noticed the semi was back there, but we haven't talked about it too much. I was just wondering for the semi truck, what are the changes you're thinking about from a sensing perspective? I imagine there's very different requirements obviously than just a car, and if you don't think that's true, why is that true?
2:50:06I know I think basically you can drive a car, I mean, think about what drives any vehicle. It's a biological neural net with eyes, with cameras, essentially. So what is your primary sensors are two cameras on a slow gimbal, a very slow gimbal. That's your head. So if a biological neural net with two cameras on a slow gimbal
2:50:38can drive a semi-truck, then if you've got like eight cameras with continuous 360 degree vision operating at a higher frame rate and much higher reaction rate, then I think it is obvious that you should be able to drive a semi or any vehicle much better than human. Hi, my name is Akshay.
2:50:58Thank you for the event. Assuming, you know, optimus would be used for different use cases and would evolve at different pace for these use cases, would it be possible to sort of develop and deploy different software and hardware components independently and deploy them in the optimus so that the overall feature
2:51:22development is faster for optimus. I have some questions. We did not comprehend. Unfortunately, our neural net did not comprehend the question. So next question. Hi, I want to switch a gear to the other parrots. So when you guys plan to roll out the FSD beta to countries other than US and Canada, and also my next question is, what's the biggest bottleneck or the technological barrier you think in the current auto-parrotic stack, and how you envision to solve that, to make the auto-parrotic is considerably better than human in terms of performance matrix safety assurance
2:52:09and the human confidence. I think you also mentioned for the FSD B11, you are guys going to combine the highway and the city as a single stack and some architectural big improvement. Can you maybe explain a bit on that? Thank you. Well, that's a whole bunch of questions. Well, we're hopeful to be able to,
2:52:30I think from a technical standpoint, FSD beta should be possible to roll out FSD beta worldwide by the end of this year. But we, you know, for a lot of countries we need regulatory approval and so we are somewhat gated by the regulatory approval in other countries. But I think from a technical standpoint it will be ready to go to a worldwide beta by
2:53:01the end of this year. And there's quite a big improvement that we're expecting to release next month. will be especially good at assessing the velocity of fast-moving cross-traffic and a bunch of other things. So, anyone want to elaborate? Yeah, I guess so. There used to be a lot of
2:53:24differences between production autopilot and the pulse-out driving beta, but those differences have been getting smaller and smaller over time. I think just a few months ago, we now use the same vision-only object detection stack in both FSD and in the production autopilot on on all vehicles.
2:53:40There's still a few differences. The primary one being the way that we predict lanes right now. So we upgraded the modeling of lanes so that it could handle these more complex geometries, like I mentioned in the talk. In production on up high that we still use a simpler lane model, but we're extending our current FSD beta models to work in all sort of highway scenarios as well.
2:54:01Yeah, and the version of FSD beta that I drive actually does have the integrated stack. So it uses the FSD stack both in city streets and highway. And it works quite well for me. We need to validate it in all kinds of weather, like heavy rain, snow, dust. And just make sure it's working better than the production
2:54:25stack in across a wide range of environments. But it went pretty close to that. I mean, I think it's maybe, I'll definitely be before the end of the year and maybe November. Yeah, in our personal drives, the FSD Stack on Highway drives already way better than the production stack we have.
2:54:47And we do expect to also include the parking lot stack as a part of the FSD stack before the end of this year. So that will basically bring us to you, sit in the car in the parking lot, and drive till the end of the parking lot at a parking spot before the end of this year. And in terms of the fundamental metric to optimize against
2:55:07is how many miles per, between a necessary intervention? So just massively improving the how many miles the car can drive in full autonomy before an intervention is required. That is safety critical. So yeah, that's the fundamental metric that we're measuring every week. And we're making radical improvements on that.
2:55:37Hi. Thank you so much for the presentation. Very inspiring. My name is Daisy. I actually have a non-technical question for you. I'm curious if you're back to your 20s, what are some of the things you wish you knew back then? What are some advice you would give to your younger self?
2:56:07Well, I'm trying to figure out something useful to say. Yeah, joined Tesla would be one thing. I think just trying to try to expose yourself to as many smart people as possible.
2:56:28I don't read a lot of books. Now I did do that though. So I think there's some merit to just also not being necessarily too intense and enjoying
2:56:49the moment a bit more, I would say, to 2020 something me. Just to stop and smell the roses occasionally would probably be a good idea. like when we were developing the Falco 1 rocket and on the Kwajaleen Atoll and we had this beautiful little island that we were developing the rocket on and not once during that entire
2:57:16time that I even have a drink on the beach. I'm like, well, I should have had a drink on the beach. That would have been fine. Thank you very much. I think you have excited all of the robotics people with the optimus. This feels very much like 10 years ago in driving, but as driving has proved to be harder
2:57:38than it actually looked 10 years ago, what do we know now that we didn't 10 years ago that would make, for example, AGI on a humanoid come faster? Well, I mean, it seems to me that AGI is advancing very quickly. Hardly a week goes by without some significant announcement. And yeah, I mean, at this point, AI seems to be able to win at almost any rule-based game.
2:58:11It's able to create extremely impressive art, engage in conversations that are very sophisticated,
2:58:25write essays. And these just keep improving. And there's so much more talented people working on AI. And the hardware is getting better. I think AI is on a super, like, a strong exponential curve of improvement, independent of what we do at Tesla. And obviously, we'll benefit somewhat from that exponential curve of improvement with AI.
2:58:57Like Tesla just also happens to be very good at actuators, that motors gearboxes, controllers, power electronics, batteries, sensors. And really, I'd say that the biggest difference between the robot on four wheels and the robot with ons and legs is getting the actuators right. It's an actuators and sensors problem.
2:59:23And obviously, how you control those actuators and sensors. But actuators and sensors and how you control actuators. I don't know, we have to have the ingredients necessary to create a compelling robot, and we're doing it. Hi, Elon. You are actually bringing the humanity to the next level.
2:59:47Literally Tesla and you are bringing the humanity to the next level. So you said optimus prime. Optimus will be used in next Tesla factory. My question is, will a new Tesla factory will be fully run by Optimus program? And when can general public order a humanoid? Yeah, I think it'll start optimists with very simple tests in the factory, like maybe just loading apart, like you saw in the video, loading apart, carrying apart from one place to another,
3:00:25or loading apart into one of our more conventional robot cells that welds the body together. So we'll start just trying to, how do we make it useful at all? And then gradually expand the number of situations where it's useful. And I think that the number of situations where optimists is useful will grow exponentially,
3:00:53really, really fast. In terms of when people can order one, I don't know. I think it's not that far away. Well, I think you mean when can people receive one? So I don't know. I'd say probably within three years, not more than five years, within three to five years, you could probably receive an optimist.
3:01:23I feel the best way to make the progress for AGIs to involve as many smart people across the world as possible. And given the size and resource of Tesla compared to robot companies, and given the state of human order research at the moment, wouldn't make sense for the kind of Tesla to sort of open source form of the assimilation, hardware parts, I think Tesla can still be the dominant platformer, where it can be something like Android OS or like iOS stuff for the entire human
3:01:52or research. Would that be something that, rather than keeping the optimus to just test the researchers or the factory itself, can you open it and let the whole world explore human research? I think we have to be careful about optimus being potentially used in ways that are bad,
3:02:16because that is one of the possible things to do. So I think we would provide optimus where you can provide instructions to optimus, but where those instructions are governed by some laws of robotics that you cannot overcome. So not doing harm to others. It would, I think, probably quite a few safety-related things with the optimist.
3:02:51Yeah. All right, well, we'll just take maybe a few more questions and then thank you all for coming. questions one deep and one broad on the deep for optimists. What's the current and what's the ideal controller bandwidth? And then in the broader question, there's this big advertisement for the depth and breadth of the company.
3:03:15What is it uniquely about Tesla that enables that? Anyone want to tackle the bandwidth question? So the technical bandwidth of the? Close to your mouth and mouth. OK. For the bandwidth question, you have to understand or figure out what is the task that you wanted to do, and what is the frequency transform of that task, what is it that you want your limbs to do?
3:03:41And that's where you get your bandwidth from. It's not a number that you can specifically just say, you need to understand your use case. And that's where the bandwidth comes from. What is the broad question? I don't quite remember. The breadth and depth thing. I can answer the breadth and depth.
3:03:57We'll just be considering. I mean, seriously, on the ban the question, I think we probably will just end up increasing the bandwidth or, you know, it was translates to the effect of dexterity and reaction time of the robot. Like, you could say, it's not 1 hertz. And it's maybe you don't need to go all the way to 100 hertz.
3:04:27But I don't know, maybe 10, 25. I don't know. Over time, I think the bandwidth will increase quite a bit, or translated to dexterity and latency. You'd want to minimize that over time. Yeah. Minimize latency, maximize dexterity. In terms of breadth and depth, I guess we've got, we're a pretty big company at this point.
3:04:55So we've got a lot of different areas of expertise that we necessarily have to develop in order to make electric cars, and then in order to make autonomous electric cars. We've just, I mean Tesla is like a whole series of startups basically. And so far they've almost all been quite successful.
3:05:17So we must be doing something right. And I consider one of my core responsibilities around the company is to have an environment where great engineers can flourish. And I think in a lot of companies, I don't know, maybe most companies, if somebody's a really talented driven engineer, they're unable to actually,
3:05:42their talents are suppressed, at a lot of companies. And it's, you know, and some of the companies that the engineering talent is suppressed in a way that is maybe not obviously bad, but where it's just so comfortable and you paid so much money, and the output you actually have to produce is so low,
3:06:04that it's like a honey trap. So there's a few honey trap places in Silicon Valley. They don't necessarily don't seem like bad places for engineers, but you have to say a good engineer went in, and what did they get out? And the output of that engineering talent It seems very low, even though there
3:06:27seem to be enjoying themselves. That's why I call it the fuel honey trap companies in Silicon Valley. Tesla is not a honey trap. We're demanding, and it's like, you're going to get a lot of shit done, and it's going to be really cool. And it's not going to be easy. But if you are a super talented engineer,
3:06:49your talents will be used, I think, to a greater degree than anywhere else. You know, SpaceX also that way. Hi, I have two questions. So, both to the autopilot team. So, the thing is like, I have been following your progress for the past few years. So, today you have made changes on,
3:07:14like, the lane detection. You said that, like, previously you were doing instance And semantic segmentation now you guys are built transform models for building the lanes. So what are some other common challenges which you guys are facing right now, which you are solving in future as a curious engineer so that we as a researcher can work on those, start working on those.
3:07:34And the second question is, I'm really curious about the data engine. You guys have told a case like where the car is stopped. So how are you finding cases which is very much similar to that from the data which you have? So a little bit more on the data engine would be great. So that's it.
3:07:50OK. I'll start. I'll answer the first question using occupancy network as an example. So what you saw in the presentation did not exist a year ago. So we only spent one year of one time where we shipped more than 12 occupancy network. And you have a one foundation model, actually, to represent the entire physical world around everywhere.
3:08:14And you all were at the condition. It's actually really, really challenging. So only over a year ago, we're kind of like driving a 2D where if there's a wall and then if there's a curb, we kind of represent with the same static edge, which is obviously not ideal. There's a big difference between a curb and a wall.
3:08:32When you drive, you make different choices. So after we realized that we have to go to 3D, we have to basically rethink the entire problem and think about how we address that. So this will be one example of challenges. we have a conquer in the past year. Yeah, to answer the question about how we actually source examples of the tricky stopped cars, there's a few ways to go about this.
3:08:58But two examples are one, we can trigger for disagreements within our signals. So let's say that parked bit flickers between parked and driving. We'll trigger that back. And the second is we can leverage more of the shadow mode logic. So if the customer ignores the car but we think we should stop for it, we'll get that data back too.
3:09:16So these are just different like various trigger logic that allows us to get those data campaigns back. Hi. Sorry, go ahead. Thank you for the amazing presentation. Thanks so much. So there are a lot of companies that are focusing on the AGI problem. And one of the reasons why it's such a hard problem is because the problem itself is so hard to define.
3:09:40Several companies have several different definitions. They focus on different things. So what is Tesla, how is Tesla defining the AGI problem? And what are you focusing on specifically? Well, we're not actually specifically focused on AGI. I'm simply saying that AGI seems likely to be an emergent property of what we're doing,
3:10:04because we're creating the old these autonomous cars and autonomous humanoids that are actually within a truly gigantic data stream that's coming in and being processed, it's by far the most amount of real world data. And, Ade, you can't get by just searching the internet, because you have to be out there in the world.
3:10:26And interacting with people and interacting with the roads and just, Earth is a big place. And reality is messy and complicated. So I think it's sort of like likely to just, it just seems likely to be an emergent property of if you've got tens or hundreds of millions autonomous vehicles and maybe even a comparable number of humanoids, maybe more than that on
3:10:50the humanoid front. Well that's just the most amount of data. And if that video is being processed, it just seems likely that the cars will definitely get way better than human drivers and the humanoid robots will become increasingly indistinguishable from humans, perhaps. And so then, like I said, you have this emergent property of AGI.
3:11:27And arguably, humans collectively are sort of a super intelligence as well, especially as we improve the data rate between humans. I mean, the thing like, that seemed way back in the early days, the internet was like the The internet was like humanity acquiring a nervous system,
3:11:44where now all of a sudden, any one element of humanity could know all of the knowledge of humans by connecting to the internet, almost all the knowledge, certainly a huge part of it, whereas previously, we would exchange information by osmosis. By, like, in order to transfer data, so you would have to write a letter.
3:12:05Someone would have to carry the letter by person to another person and then a whole bunch of things in between and then it was like, yeah, I mean insanely slow when you think about it and even if you were in the Library of Congress you still didn't have access to all the world's information and you certainly could insert it and obviously very few people are in the Library of Congress. So I mean one of the
3:12:32I mean, one of the great sort of equality elements, like the internet has been the most, the biggest equalizer in history in terms of access to information and knowledge. And any student of history, I think, would agree with this because, you know, you go back a thousand years, there were very few books, like, and books would be incredibly expensive,
3:12:58But only a few people knew how to read, and even a small number of people even had a book. Now, look at it, you can access any book instantly, you can learn anything basically for free. It's pretty incredible. So I was asked recently what period of history would I prefer to be at the most?
3:13:26And my answer was right now. This is the most interesting time in history, and I read a lot of history. So let's do our best to keep that going. To go back to one of the other questions I would ask, the thing that's happened over time with respect to Tesla autopilot is that the neural nets have gradually absorbed more and more
3:13:55software. And in the limit, of course, you could simply take the videos as seen by the car and compare those to the steering inputs from the steering wheel and pedals, which are very simple inputs. And in principle, you could train with nothing in between, because that's what humans are doing with a biological neural net. You could train based on video and what
3:14:22trains the video is the moving of the steering wheel in the pedals with no other software in between. We're not there yet, but it's gradually going in that direction. All right, but we have a last question. I think we got a question at the front here. Hello, they're right there. I will do two questions. Fine.
3:14:48Hi, thanks for such a great presentation. Will the question last? OK, cool. With FSD being used by so many people, do you think how do you evaluate the company's risk tolerance in terms of performance statistics? And do you think there needs to be more transparency or regulation from third parties as to what's good enough and defining thresholds for performance
3:15:14across some many miles? Sure. The number one design requirement at Tesla is safety. So, and that goes across the board. So in terms of the mechanical safety of the car, we have the lowest probability of injury of any cars ever tested by the government for just a passive mechanical safety,
3:15:39essentially crash structure and airbags and whatnot. We have the highest rating for active safety as well. I think it's going to get to the point where active safety is so ridiculously good. It's just absurdly better than a human. And then with respect to autopilot, we do publish this,
3:16:06broadly speaking, the statistics on miles driven with cars that have no autonomy Tesla cars with no autonomy with kind of hardware one, hardware two, hardware three, and then the ones that are in FSD beta. And we see steady improvements all along the way. And sometimes there's this dichotomy of, you know, should you wait until the car is like
3:16:34on earth three times safer than a person before deploying any technology. But I think that's actually morally wrong. The point of which you believe that adding autonomy reduces injury and death. I think you have a moral obligation to deploy it. Even though you're going to get sued and blamed by a lot of people, because the people whose
3:16:59lives you saved don't know that their lives are saved. And the people who occasionally die or get injured, they definitely know, or their state does, that it was, you know, whatever there was a problem with autopilot. That's why you have to look at the numbers into total miles driven, how many accidents occurred, how many
3:17:20accidents were serious, how many fatalities, and you know, we've got well over three million cars on the road, so that's a lot of miles driven every day. It's not going to be perfect, What what matters it is that is that it is very clearly safer than not to playing it Yeah, so I think last question. I think yes, so thanks. Well the last question here
3:17:55Okay, hi, so I Do not work on hardware, so maybe the hardware team and you guys can enlighten me why is it required that there be symmetry in the design of optimus? Because humans, we have handedness, right? We use some set of muscles more than others, or a time there is where in terror, right? So maybe you'll start to see some joint failures or some actuator
3:18:25failures more, or a time, I understand that this is extremely pre-stage. Also, we as humans We as humans have based so much fantasy and fiction or superhuman capabilities. Like all of us don't want to walk right over there. We want to extend our arms and we have all these, you know, a lot of fantasy, fantastical designs.
3:18:49So considering everything else that is going on in terms of batteries and intensity of compute, maybe you can leverage all those aspects to coming up with something, well, I don't know, more interesting in terms of the robot that you're building. And I'm hoping you're able to explore those directions.
3:19:13Yeah, I think it would be cool to have, like, make Inspector Gadget real. That would be pretty sweet. So yeah, I mean, right now we just want to make basic humanoid work well. And our goal is fastest path to a useful humanoid robot. I think this will ground us in reality, literally,
3:19:34and ensure that we are doing something useful. Like, one of the hardest things to do is to be useful, to actually, and then to have high utility out of the curve. Like, how many people did you help? And how much help did you provide to each person on average? And then how many people did you help?
3:19:58The total utility. like trying to actually ship useful product that people like to a large number of people is so insanely hard. It boggles the mind. You notice why I can say like, man, there's a hell of a difference between a company that is ship product and one has not ship product.
3:20:15It's a game. This is night and day. And then even once you ship product, can you make the cost, the value of the output worth more than the cost of the input, which is again, insanely difficult, especially with hardware. So but I think over time, I think it's cool to do creative things and have like eight
3:20:34arms and whatever and have different versions and maybe there'll be some hardware like companies that are able to add things to an optimist like maybe we add a power port or something like that or attach them, you can add attachments to your optimist like you can add them to your phone.
3:20:56There could be a lot of cool things that could be done over time and there could be maybe an ecosystem of small companies that or free companies that make add-ons for optimists. So with that, I'd like to thank the team for their hard work. You guys are awesome. And thank Thank you all for coming and for everyone online. Thanks for tuning in.
3:21:25And I think this will be one of those great videos where you can like if you you can fast-forward to the bits that you find most interesting But we try to give you a tremendous amount of detail Literally so you can look at the video at your leisure and you can focus on the parts that you find interesting and skip the other parts
3:21:44So thank you all it's and we'll do this I try to do this every year and we might do a part a monthly podcast even So, but I think it would be great to sort of bring you along for the ride and show you what cool things are happening. And yeah, thank you. All right, thanks.
所以如果我疯了,你们可以解雇我。
So if I go crazy, you can fire me.
经济会变得近乎无限。
An economy becomes quasi-infinite.
重要的是,我不能想干什么就干什么。
Like it's very important that I can't just do what I want.
我认为Optimus可能让经济产出提升两个数量级。极限到底在哪里,目前还不清楚。
Optimists, I think, has maybe a two order of magnitude, potential improvement in economic output. It's not clear what the limit actually even is.
我认为通往地狱的道路主要是由坏意图铺成的,但偶尔也会夹杂一点好意图。
I think the road to hell is mostly paid with bad intentions but every now and again there's a good intention in there.
如果你仔细想想,我们只是从轮式机器人转向腿式机器人。
If you think about it, we're just moving from a robot on wheels to a robot on legs.
仅Phil展示的那些视频,训练你们刚才看到的那个网络就需要14亿帧。如果有10万块GPU,训练只需一小时;如果只有一块GPU,则要10万小时。
Just Phil's videos, it takes 1.4 billion frames to train that network, what you just saw. And if you have 100,000 GPU, it would take one hour, but if you have one GPU, it would take 100,000 hours.
这就是为什么我们自建了三台超级计算机,共包含14000块GPU,其中10000块用于训练,4000块用于标注。
So this is why we've built in-house three supercomputers comprising of 14,000 GPUs, where we use 10,000 GPUs for training and run 4,000 GPUs for all labeling.
视频确实在维度上更复杂一层。
Video is quite literally a dimension more complicated.
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- 视频原始视频文件
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