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Norges Bank Investment Management - Elon Musk | LIVE Podcast | In Good Company | Norges Bank Investment Management

发布时间:2024-04-09 08:00:07   原节目
以下是内容的中文翻译: 伊隆·马斯克在一个内容广泛的播客中讨论了人工智能、电动汽车、太空探索以及他对 X (前身为 Twitter) 的愿景的现状。 在人工智能方面,马斯克看到了前所未有的进步,他估计人工智能将在两年内超越个体人类的智能,并在五年内超越人类的集体智能。他强调了人工智能硬件的快速增长,特别是专用计算能力,每六到九个月就增长一个数量级。他指出,目前的限制因素包括芯片供应(尤其是英伟达),过渡到电压变压器供应,最终是电力供应。人才正涌入人工智能领域,促成算法的突破,但数据仍然是一个挑战,因为即使所有已出版的书籍也只构成少量训练 tokens。马斯克提到了 X AI 的进展,目标是在五月份之前推出比 GPT-4 更好的模型,这需要大量的 GPU 算力(20,000 个 H100),随后的 Grock 3 需要 100,000 个 H100。他认为合成数据和真实世界的视频(特斯拉在这方面具有优势)是克服数据限制的关键。他认为,通用人工智能 (AGI),定义为比普通人更聪明,可以在两年内实现,而超越人类集体智能可能需要五年。关于监管,他提倡建立一个监管机构来监督人工智能安全,强调真实的人工智能训练的重要性,并警告不要使用带有政治正确性的 AI 程序,并以谷歌的 Gemini 为例。他承认中国人工智能的快速发展。 转向特斯拉和电动汽车,马斯克断言,包括飞机和船只在内的所有车辆都不可避免地会过渡到电动。他认识到中国汽车公司的竞争力。他预测,在火星上实现自给自足需要在 20 年内运送 100 万至 1000 万吨物资。他设想无人飞船在五年内登陆火星,首批人类在七到九年内登上火星。他强调,所有必要的技术都已存在,只需要建造。他认为使生命多行星化对于意识的长期生存至关重要。 马斯克概述了他对 X 的愿景,即成为互联网上最佳的真相来源,成为一个集文本、音频、视频、支付和通信于一体的“超级应用”。他强调 X 的事实核查系统,即社区笔记,具有优越性。他讨论了在巴西面临的挑战,巴西法官亚历山大要求暂停账户,这对该平台的目标构成威胁。 当被问及收购 Twitter(现在的 X)时是否预料到这些地缘政治挑战时,马斯克承认他知道这不会是“完全的玫瑰花园”。他将这种经历描述为乐趣和压力的混合体,其动力是“为地球人民服务”并充当“地球的群体意识”。 关于他作为地缘政治力量的角色,马斯克强调最大限度地提高积极未来的可能性,并最大限度地减少文明威胁。他认为文明是脆弱的,需要积极努力才能实现长期生存。 关于企业文化和管理人才,马斯克声称他不“管理聪明人”,而是“他们管理自己”。他将自己的角色定位为提供明确的目标并在过程中提供意见。他强调关注细节的重要性,称他的方法是“坚持关注细节”而不是“微观管理”。 马斯克将“极端硬核文化”定义为“极端努力工作”,并描述了在挑战时期几乎每时每刻都在工作,包括每周工作一百个小时的情况。他承认这种压力,但认为有时对于成功是必要的。他优先考虑决策的速度。他认为速度是一种竞争优势,并重视纠正错误的能力。 关于风险,他只在绝对必要时才承担公司层面的风险,并指出特斯拉的新车项目不可避免地是高风险的赌注。他也接受失败是创新的一部分。他认为失败和创新必须与奖励冒险和学习的激励结构联系起来。 当被问及研究和博士学位的价值时,马斯克认为大多数博士论文在客观上是无用的,因为许多论文的实际应用有限。 回顾他对游戏的热爱,特别是像《文明》和《波利托邦》这样的战略游戏,马斯克发现文明模拟的开发是商业和技术发展的一个有用的框架。

Elon Musk discusses the current state of AI, electric vehicles, space exploration, and his vision for X (formerly Twitter) in a wide-ranging podcast. Regarding AI, Musk sees unprecedented advancements, estimating AI surpassing individual human intelligence within two years and exceeding the collective intelligence of humanity in five. He highlights the rapid increase in AI hardware, particularly dedicated computing power, growing at an order of magnitude every six to nine months. He notes current constraints involve chip supply (particularly Nvidia), transitioning to voltage transformer availability, and ultimately electricity availability. Talent is flowing into AI, contributing to algorithmic breakthroughs, but data remains a challenge, as even all written books constitute a small number of training tokens. Musk mentions X AI's progress, targeting a model better than GPT-4 by May, requiring significant GPU power (20,000 H100s), and the subsequent Grock 3 requiring 100,000 H100s. He sees synthetic data and real-world video (where Tesla has an advantage) as key to overcoming data limitations. He believes AGI, defined as smarter than an average human, is achievable within two years, while exceeding human collective intelligence may take five. On regulation, he advocates for a regulatory authority to oversee AI safety, emphasizing the importance of truthful AI training and warning against AI programmed with political correctness, citing the Google Gemini example. He acknowledges China's rapid AI development. Shifting to Tesla and electric vehicles, Musk asserts the inevitability of all vehicles transitioning to electric, including aircraft and boats. He recognizes the competitiveness of Chinese car companies. He projects self-sufficiency on Mars requires delivering 1 to 10 million tons, achievable within 20 years. He envisions uncrewed ships landing on Mars within five years and the first people on Mars within seven to nine. He emphasizes that all the necessary technology exists, requiring only construction. He sees making life multi-planetary as vital for the long-term survival of consciousness. Musk outlines his vision for X to be the best source of truth on the internet, serving as an "everything app" for text, audio, video, payments, and communications. He emphasizes X's fact-checking system, community notes, as being superior. He discusses challenges faced in Brazil, where demands from Judge Alexander to suspend accounts posed threats to the platform's goal. Asked if he expected these geopolitical challenges when acquiring Twitter, now X, Musk admits he knew it wouldn't be "total bed of roses." He describes the experience as a blend of fun and stress, driven by a goal to "serve the people of Earth" and function as the "group consciousness of Earth." Regarding his role as a geopolitical force, Musk emphasizes maximizing the probability of a positive future and minimizing civilizational threats. He believes civilization is fragile and requires proactive efforts for long-term survival. Concerning corporate culture and managing talented individuals, Musk claims he doesn't “manage smart people,” instead, “They manage themselves.” He frames his role as providing a clear goal and providing input along the way. He emphasizes the importance of attention to detail, calling his approach “insisting on attention to detail” rather than “micromanagement.” Musk defines “ultra hardcore culture” as “ultra hard work” and describes periods of working nearly every waking hour, including hundred-hour weeks during challenging times. He acknowledges the strain but sees it as sometimes necessary for success. He prioritizes speed in decision-making. He considers speed a competitive advantage and values the ability to make course corrections. On the topic of risk, he only takes company-level risks when absolutely necessary, noting that new vehicle programs at Tesla are inevitably high-stakes bets. He also accepts failure as a part of innovation. He believes failure and innovation must be tied to an incentive structure that rewards risk-taking and learning. Asked about the value of research and PhDs, Musk contends that most PhD theses are objectively useless, considering the limited real-world application of many papers. Reflecting on his love for gaming, particularly strategy games like Civilization and Polytopia, Musk finds the development of civilization simulations to be a useful framework for business and technology development.