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00:00On today's episode, the AI war is heating up, the robotaxi is leaked again, FSD arrives in China, and the Cybertruck's full potential is revealed.
00:10Starting with OpenAI, where a long-anticipated new artificial intelligence model has just been released into the world.
00:17It's been simply named O1, but this same AI has been the subject of rumors and speculation for months now, being referred to by industry insiders as Project Strawberry.
00:30In plain language, O1 is a reasoning model.
00:34It functions in a similar way to ChatGPT, but with an added layer of complexity that allows O1 to create a chain of thought as it works through the process of arriving at an answer.
00:44This is different from OpenAI's traditional GPT model, which is designed to take the shortest path between input and output, placing the highest weight on providing an answer that will satisfy the user, not necessarily generating the correct answer.
00:59And this is how we end up in a situation where ChatGPT will quickly and confidently provide information that is 100% hallucinated.
01:08To put that in a more human perspective, think about the times in your life when you have to make split-second decisions, when playing sports or video games, in the midst of a heated argument, under interrogation, or just drunk in the middle of the night.
01:21You are making rapid decisions that are typically based entirely on instinct, which sometimes can be right, but oftentimes can also be the wrong decision.
01:31Now, if you have the time to stop and consider your options to weigh the pros and cons of each potential action and response, then you'd probably end up making a smarter choice.
01:42We have to keep in mind that traditional generative AI models are always operating in that mindset of the split-second decision.
01:49They are trying to provide the answer that will be the most satisfactory for the user, while consuming the lowest amount of energy in the process.
01:57So, we kind of have to think of regular language models, like that drunk guy at the bar who's just blurting stuff out because he wants you to think he's cool.
02:05Is he right? Is he wrong? Is he just making stuff up? Who knows?
02:09For example, if you ask an AI to suggest the fastest way to obtain a large amount of money, it might tell you to rob a bank, which is not wrong, but it's definitely not smart.
02:19So, now we upgrade to a 1, the reasoning model. You could ask it the exact same question, but instead of immediately spitting out the most satisfying answer, it's going to work through a reasoning process.
02:31So, it might come to the same initial conclusion. Bank robbing is a fast way to obtain large amounts of money, but it's then going to consider things such as the legality of bank robbing, not legal.
02:42And then it might consider the potential outcomes. Getting money is one, but also getting arrested or even getting killed are possibilities as well.
02:51And then it might consider the probabilities of success. If most bank robbers end up getting caught, injured, or killed, then according to reason, robbing banks is not actually a very good way to obtain fast cash.
03:02And then the model might move on to some other potential money-making schemes, like buying lottery tickets or cryptocurrency. Still, maybe not great plans, but you probably won't end up dead or in jail. You get what I'm saying, right?
03:14So, the downside to a reasoning model like a 1 is that it takes time to provide an answer, sometimes like 30 seconds or even a couple of minutes, for really complex requests.
03:24It also takes up more energy on the processing side of things. The supercomputer clusters at the OpenAI data center have to work harder, which ultimately means that it costs more money to use a reasoning model.
03:38A 1 is only available to users who pay for the ChatGBT Plus and Team subscription tiers.
03:44This product undoubtedly gives OpenAI an advantage in the increasingly high-stakes AI race. We've seen legacy tech giants like Apple, Google, and Amazon all arriving at the party with their own generative AI models.
03:57Plus, we've got the added chaos factor of Elon Musk and his incredibly well-funded and well-equipped ex-AI startup.
04:04It was only a month ago that Elon was the one making headlines with his new Grok 2 language model, which has quickly risen to the top as a primary competitor to ChatGBT.
04:12Now, we have OpenAI, a company that was founded by Musk, firing back with a new product of their own that would appear to go high above anything that Grok is able to produce.
04:23This kind of back-and-forth release schedule is something we should probably get used to.
04:28We know from Elon that Grok is designed for minimal censorship and maximal truth-telling, which is now in direct competition against an upgraded ChatGBT that's been optimized for overthinking.
04:39Now, the real deciding factor is going to be which application will the people be more likely to use and trust.
04:47Alright, let's talk about this photo that's been going around.
04:50It was allegedly taken at the Warner Brothers studio in Burbank, California, and claims to show the upcoming Tesla Robotaxi vehicle.
04:57And that could be true. There definitely is a vehicle of some kind underneath all of the yellow camouflage.
05:03We can see a Tesla Model Y sitting behind the supposed Robotaxi, which helps us get a decent sense of scale for this thing.
05:10It's not only shorter, but more narrow than the typical Tesla platform.
05:14It's definitely got four wheels, windows, and headlights.
05:17Although the rear wheels look like they're bigger than the front wheels.
05:21That's typically only ever seen on race cars, so probably either another visual deception or very interesting design choice.
05:28Aside from that, what we are looking at is clearly a lot more than your typical car camouflage that we've seen on prototype vehicles in the past.
05:36This looks like they've taped cardboard boxes to the exterior in an effort to make it look as weird as physically possible,
05:43then loosely wrapped the whole thing in yellow plastic.
05:46Either way, Tesla is definitely well-prepared for any spy cameras or leakers,
05:51and they are going to some pretty extreme lengths to keep October 10th a surprise for everyone.
05:56I guess we just have to wait and see.
05:58A new software update to Tesla vehicles in China has revealed that full self-driving will be dropping soon in the Asian market.
06:05The new button on the Chinese user interface apparently translates to fully automated driving capability,
06:10driver-supervised version, which is visible now but is still grayed out and not able to be selected.
06:16This is something that has been rumored for a few months now,
06:19since we learned that Tesla had partnered with the Chinese firm Baidu for access to high-resolution mapping data.
06:25Tesla has also negotiated permission with the Chinese government for data collection and processing.
06:31This would be in order to train new AI models that recognize Chinese road features.
06:36Tesla should have no shortage of training data.
06:38In 2023, Tesla sold almost as many cars in China as they did in the United States,
06:44so in theory, FSD should work just as well in the streets of Shanghai as it does in San Francisco.
06:50In a post on X earlier this month, Tesla laid out a roadmap for FSD milestones.
06:56This included FSD in China and FSD in Europe, released Q1 2025, pending regulatory approval.
07:03Elon Musk followed that up by including that markets with right-hand drive vehicles
07:07will be receiving the update a little later in Q1 or early Q2, again pending regulatory approval.
07:13We have a new contender for the highest peak charging capability of a Tesla Cybertruck.
07:19We've seen over the past year that the true potential of the Cybertruck's 4680 battery pack
07:23was pretty heavily nerfed at the beginning of the product rollout,
07:27which led to a lot of complaints that the truck charges slowly,
07:30but as time goes on we are starting to get the real numbers on how much juice this thing can handle.
07:35Our latest update comes from Bratislava, Slovakia,
07:39a place where they apparently have brand new 600kW EB chargers provided by a company called E-Join.
07:45That's more than double the output of a Tesla V3 supercharger,
07:49and even tops the company's new V4, which tops out at 350kW.
07:54Anyway, some Czech Cybertruck enthusiasts who are apparently passionate enough to import a Cybertruck
08:00all the way to Eastern Europe, they plugged in at the opening event for this new ultra-fast charging hub
08:05and recorded a maximum power draw by their Cybertruck of 404kW.
08:11From the chart we have, it looks like the Cybertruck battery was near zero when the charging session began
08:16and it went straight to the peak over 400 in a few seconds
08:20and then spiked back down to 360kW before settling into a nice gradual curve.
08:25It took about five minutes of charging to get down below 250kW,
08:31which got the battery pack to one-quarter charge.
08:33The entire session to reach 100% charge lasted one hour and two minutes.
08:38So, that is an important consideration.
08:41While the Cybertruck might fall a bit short on total range,
08:44it does have a very robust, future-proof charging capability
08:47that has really yet to be unlocked by the majority of users
08:51and that should be comforting for soon-to-be Cybertruck owners in Canada and Mexico,
08:55the next two countries where Cybertruck deliveries are set to begin.
08:59According to Tesla's official Mexican X account,
09:02Cybertruck deliveries began at Guadalajara on September 10th,
09:05while Cybertruck program manager Siddhant Awasti revealed on his own personal account
09:09that Cybertruck deliveries to Canada will begin late October.
09:13There definitely have been Cybertrucks in Canada and Mexico already,
09:17but these are the first official Tesla deliveries.
09:20The company has said in the past that there are potential plans
09:23to bring the Cybertruck to Europe and Asia,
09:25but that could be a difficult sell in the vehicle's current configuration.
09:29Even if Tesla could pass all the necessary regulations,
09:32the truck is just too big to really be drivable in a lot of those places.
09:37Elon Musk hinted that the company could introduce another smaller configuration
09:41because international interest seems reasonable enough to entertain a re-engineered version.
09:47Tesla has not confirmed that it will build this,
09:50but if it plans to launch Cybertruck in countries outside of North America,
09:54a smaller version could be the company's best bet.