Summary of Elon Musk's exclusive interview (Baron Capital) - every detail you must know
Dear friends
Elon Musk's interview with Ron Baron (the manager of Baron Capital) is not just a business update; it's a complete roadmap for a technological-social transformation never before seen.
Musk laid out the complete ecosystem - which he is building through the large parent company - Tesla
In this post, we dive into 4 important points, because in the stock market, the small details make the big difference.
Save this post, because it is essential reading for anyone investing in the future.
1 The Optimus robot: Mind-blowing production scale: Musk predicts there will be tens of billions of humanoid robots on Earth (estimate: 30-40 billion), representing a ratio of 3-4 robots per person.
And listen to what Musk has to say about future functions..
The robots will serve as personal assistants (child education, dog walking, shopping, conversation), and for advanced industrial and medical uses.
But that's not all...
Musk dropped another bombshell
Optimus could be the perfect surgeon: Musk emphasizes the importance of Optimus's nimble hands, which will allow everyone to receive surgeries from the best surgeon. Optimus will be able to perform surgeries with superhuman precision that is difficult for humans.
And what about the production cost?
According to Musk, this is precisely what makes the vision a reality: with stable production reaching one million units per year, the expected cost will be relatively low: $20,000 to $30,000.
2 Neuralink: Expanding body capabilities and connection to Optimus robotics. Neuralink's brain chip has already achieved clinical success, but Musk takes it a step further: - Clinical progress: Over 10 patients have already undergone implants, and people with disabilities can communicate very quickly.
Pay close attention to the next thing Musk reveals - the brain's connection to Optimus robotics: Musk reveals the dramatic connection – signals from the motor cortex in the brain will be received by Neuralink and sent directly to robotic legs (Optimus), which will allow people who have lost limbs to run faster than humans.
Perhaps the most amazing thing is the price
This 'cyborg capability', previously estimated at $6 million, is now expected to be available at a reasonable price of about $60,000, according to Musk.
3 Grok 5 model and AGI: The AI race with a 10% chance of a historic achievement. Musk revealed the reasons for acquiring X (to restore freedom of speech against what he called "the radical left") and establishing xAI (after OpenAI deviated from its non-profit principles and became a closed for-profit company of Microsoft).
- When he spoke about the Grok 5 model, he provided critical details:
- The smartest AI: Grok 4 Heavy is currently the smartest AI, operating with many agents that compare results.
- Target date and performance: Grok 5 is in training, expected to be released in Q1 of next year, and will surpass all existing AIs.
And Musk also has a historic bet: Musk estimates that Grok 5 has about a 10% chance of being AGI (Artificial General Intelligence) – this is the first time he has acknowledged such a possibility.
- Size and multi-modality: A size of 6 trillion parameters (compared to 3 trillion in Grok 3/4) and multi-modal capability including understanding text, images, and most importantly: 'real-time video and audio' (an area others are still struggling with).
The secret weapon - data access: xAI is driven by leading talent, rapid distribution capability of AI hardware (GPU), and unique access to real-time data from X (Twitter).
Additionally, there is a "special source that cannot be publicly disclosed" used for training.
The future of AI: Musk plans to launch solar AI satellites with an annual output of 100GW to power the AI....
Does that remind you of something?
So yes, we already revealed it right here, not long ago...
4 The last point Musk discussed is Tesla's AI5 chip:
This is a game-changing chip in the hardware market. The AI5 chip is essential for inference in autonomous vehicles (FSD) and Optimus.
Although Tesla still uses Nvidia GPUs for AI training, for use in the final product - they have the AI5.
Why?
Mainly because of performance that changes the equation: The chip is at least 2-3 times more energy efficient than Nvidia in terms of performance per watt.
But not only that...
Also cost/benefit: The chip's production cost is expected to be about 10% of the cost of equivalent Nvidia chips. (This data alone could shake the inference hardware market).