@altcap But he did also say “we could screw it up” 😉 This went viral because the testy nature of his response. As a CEO, he best practice keeping his emotions in check because once they go public he will need to respond to a whole room full of sell side analysts each and every quarter.
That's it for today's news in the world of AI.
I share what's happening in AI every day, follow me @rowancheung to stay up to speed.
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As I leave Saudi Arabia, a country like Canada blessed with energy abundance, I remain hopeful that one day (next year perhaps?) ALL levels of my Government will like KSA realize that “energy transition” is not an “either/or” situation. You can support and encourage oil/natural gas production while also investing meaningfully in decarbonization at the same time. In Saudi you can feel the energy in its people and see the benefits with your own eyes that such a proper balance can bring.
Excited to see @DOE posting content like this
45 years' worth of spent nuclear fuel from an entire power plant is shown in this photo, and it’s barely visible.
More people need to see this
Tomorrow, @Tesla will turn on a massive and very expensive 10,000 unit NVIDIA H100 GPU cluster to help it train FSD. But that got me wondering, what is the difference between these new H100 GPUs and the older A100 graphics processing units (GPUs) Tesla has been using for the last couple years? I briefly break it down below.
NVIDIA A100:
This GPU launched in 3 years ago in late-2020. It introduced a 20x performance improvement over the previous generation. The A100 is designed for high-performance computing and artificial intelligence (AI) workloads:
• 6,912 CUDA cores
• 432 tensor cores
• 40 GB or 80 GB of high-bandwidth memory (HBM2)
NVIDIA H100:
This ~$40k GPU launched in late 2022. Up to 30x faster than A100, and is up to 9x faster for AI training.
The H100 is designed for graphics-intensive workloads such as video training (FSD videos), and is easy to scale up:
• 18,432 CUDA cores
• 640 tensor cores
• 80 streaming multiprocessors (SMs)
• Higher energy usage than A100
With the H100, high performance computing is over 5x faster compared to A100.
These new H100 GPUs will enable Tesla to train FSD faster and better than ever, but NVIDIA can't keep up with GPU demand. As a result, Tesla is spending $1 billion+ to build its own supercomputer named Dojo. It uses the company's hyper optimized custom designed chip. Tesla is MUCH more than just a car company.
This supercomputer will also train Tesla's fleet of vehicles and process data from them. @elonmusk said last month: “Frankly...if they (NVIDIA) could deliver us enough GPUs, we might not need Dojo.”
Tesla is bringing online its NVIDIA H100 GPU cluster at the same time it's activating Dojo. This will dramatically increase Tesla's compute capabilities to a level that no other automaker could dream of right now. Take a look below at Tesla's internal forecast for the compute power of Dojo. Brace yourselves, everyone.
Tesla's FSD V12 end to end training is compute bottlenecked, but the company is taking active measures to ensure that it won't be in the future. According to Elon, Tesla will spend over $2B in 2023 alone on training compute, and will do so again in 2024.
Buckle up everyone, the acceleration of progress is about to get nutty!
BREAKING: Republican Donald Trump is hit with more devastating legal news as NBC News drops bombshell, reveals that “the Department of Homeland Security’s Inspector General has launched a CRIMINAL investigation into the circumstances surrounding the destruction of Secret Service text messages that may have been relevant to inquiries about the January 6 Capitol riot.”
But it gets even worse for Trump…
NBC continues, reporting that, “The results of the investigation could be referred to federal prosecutors”
The Department of Homeland Security’s Inspector General informed the Secret Service tonight that the investigation is now criminal — and that it should put a stop to all internal investigations on the missing text messages so that evidence can be preserved.

This is REALLY bad news for Trump. If the investigation finds that Trump ordered the Secret Service to delete their text messages from January 6, he is likely to face yet another criminal indictment.
Please RT and ❤️ if you support this new criminal investigation — and consider investing in Tribel, a “woke” new Twitter competitor that is currently doing a round of equity crowdfunding and just blew past $1.8 million raised from 4,600 of its users. If you want to own a small piece of what is quickly becoming the “next big thing” in social media, here is the link to do so, https://t.co/7S6ULL2pfG. You can invest as little as $100 — or as much as you’d like. Here’s the link to download the new Tribel app that Elon Musk is so afraid of: https://t.co/HnJzSKj4Hp
“He is a f&*king moron” - Rex Tillerson, Trump’s former Secretary of State
“He’s an idiot” - John Kelly, Trump's Chief of Staff
“He tries to divide us” - Gen. James Mattis, Trump’s Secretary of Defense
And these are just the people closest to him.
@Jkylebass how about the possibility that the “other three” objects were launched from our own home soil and sending info back to the PRC. They know our radar (lack of) capability.
@DM_Rubenstein enjoyed your CNBC interview in Davos and your calm demeanour when speaking about cooperation in Govt. Maybe Joe should be a politician 😉