Another problem: Video, and other sensor data, is fundamentally different from text. Last week, I met with roboticists who explained that a central question for their field is whether the kind of scaling up that unlocked new capabilities in ChatGPT could transfer to robotic sensing, navigation, and reasoning. You can build a supercomputer to work on those problems.
A third kink in Morgan Stanley’s Dojo dominance thesis is the idea that advances in autonomous driving will transfer to other problems. Learning to drive requires extensive understanding of the physical world, but it doesn’t teach a machine anything about operating in the world beyond the relatively controlled world of the highway, with its rules and signage., codirector of the Center for Automotive Research at Stanford , what he thinks of Tesla’s approach.
Maybe all you need is even moar data and silicon. By the Morgan Stanley report’s estimation, we’ll soon have an idea whether this is the case. It predicts that the next version of FSD will be unveiled at a Tesla AI Day in early 2024, and will demonstrate that Tesla has made fundamental breakthroughs in autonomous driving thanks to Dojo.
Perhaps. But given Tesla’s track record of promising an imminent self-driving utopia, I wouldn’t bet, or invest, on it.