logo
episode-header-image
Oct 2024
36m 46s

Tesla's Road Ahead: The Bitter Lesson in...

Andreessen Horowitz
About this episode

What does Rich Sutton’s "Bitter Lesson" reveal about the decisions Tesla is making in its pursuit of autonomy?

In this episode, we dive into Tesla’s recent "We, Robot" event, where they unveiled bold plans for the unsupervised full-self-driving Cybercab, Robovan, and Optimus—their humanoid robot, which Elon Musk predicts could become “the biggest product ever.”

Joined by a16z partners Anjney Midha and Erin Price-Wright, we explore how these announcements reflect the evolving intersection of hardware and software. We’ll unpack the layers of the autonomy stack, the sources of data powering it, and the challenges involved in making these technologies a reality.

Anjney, with his experience in computer vision and multiplayer tech at Ubiquity6, and Erin, an AI expert focused on the physical world, share their unique perspectives on how these advancements could extend far beyond the consumer market.

For more insights, check out Erin’s articles linked below. 

 

Resources: 

Find Anj on Twitter: https://x.com/anjneymidha

Find Erin on Twitter: https://x.com/espricewright

Read Erin’s article ‘A Software-Driven Autonomy Stack Is Taking Shape’: https://a16z.com/a-software-driven-autonomy-stack-is-taking-shape/

AI for the Physical World: https://a16z.com/ai-for-the-physical-world/

 

Stay Updated: 

Let us know what you think: https://ratethispodcast.com/a16z

Find a16z on Twitter: https://twitter.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

Follow our host: https://twitter.com/stephsmithio

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Up next
Yesterday
Ben Horowitz on How a16z Was Built
Erik Torenberg sits down with Ben Horowitz, Cofounder of a16z, for a candid conversation on venture capital, leadership, and the future of innovation. Recorded live at a16z’s Menlo Park offices in 2023, Ben shares practical wisdom and hard-earned lessons on navigating market cycl ... Show More
43m 34s
Aug 22
AI and Accelerationism with Marc Andreessen
Marc Andreessen, cofounder Andreessen Horowitz, joins the Hermitix podcast for a conversation on AI, accelerationism, energy, and the future.From the thermodynamic roots of effective accelerationism (E/acc) to the cultural cycles of optimism and fear around new technologies, Marc ... Show More
1h 9m
Aug 21
Can AI Fix Housing and Healthcare Affordability?
Housing and healthcare make up nearly half of household spending, yet both sectors are riddled with inefficiency and rising costs.In this episode, Erik Torenberg is joined by a16z Growth partner Alex Immerman and Minna Song and Tony Stoyanov, cofounders of EliseAI, to discuss why ... Show More
39m 22s
Recommended Episodes
Mar 2024
Reacts: Figure AI Robots Funded, Musk/OpenAI Lawsuit & AI’s Manhattan Project
The insiders are back and just in time - tech news this week has been MASSIVE! Together they discuss: Figure AI Funding: Discover how Figure AI secured a staggering $675M investment to advance humanoid robot technology from the biggest names in AI (Google, NVIDIA and more!) , des ... Show More
37m 57s
Feb 2023
Marc Andreessen - AI, Crypto, 1000 Elon Musks, Regrets, Vulnerabilities, & Managerial Revolution
My podcast with the brilliant Marc Andreessen is out!We discuss:* how AI will revolutionize software* whether NFTs are useless, & whether he should be funding flying cars instead* a16z's biggest vulnerabilities* the future of fusion, education, Twitter, venture, managerialism, & ... Show More
1h 19m
Feb 2025
Satya Nadella – Microsoft’s AGI Plan & Quantum Breakthrough
Satya Nadella on: Why he doesn’t believe in AGI but does believe in 10% economic growth; Microsoft’s new topological qubit breakthrough and gaming world models;Whether Office commoditizes LLMs or the other way around. Watch on Youtube; listen on Apple Podcasts or Spotify.-------- ... Show More
1h 16m
Dec 2024
AI is a money pit — here’s why investors don’t mind
AI investment is massive, but AI profits are not — and yet investors seem confident massive AI fundraising will one day translate into sizable AI profits. To break it down, Verge Deputy Editor Alex Heath guest hosts this episode of Decoder featuring Menlo Ventures partner Tim Tul ... Show More
33m 59s
Sep 2024
The Road to Autonomous Intelligence with Andrej Karpathy
Andrej Karpathy joins Sarah and Elad in this week of No Priors. Andrej, who was a founding team member of OpenAI and former Senior Director of AI at Tesla, needs no introduction. In this episode, Andrej discusses the evolution of self-driving cars, comparing Tesla and Waymo’s app ... Show More
44m 16s
May 6
Meet the CEO Bill Gates backs to beat Tesla: Alex Kendall, Wayve.AI
In this episode of Secret Leaders, we sit down with Alex Kendall, co-founder & CEO of Wayve AI — the $1B+ British startup taking on Tesla in the race to build a driverless future. From raising $1.05 billion from Microsoft, SoftBank, and NVIDIA, to reimagining cities with AI-power ... Show More
1h 14m
Nov 2024
Pourquoi Elon Musk s’est séparé d’Open AI en 2015 ?
Quand Elon Musk, Sam Altman et leurs partenaires lançaient OpenAI en 2015, leur objectif semblait limpide : créer une intelligence artificielle générale (AGI) bénéfique pour l’humanité. Mais derrière cette ambition idéaliste se cachaient des tensions, des ambitions personnelles e ... Show More
1m 57s
Oct 2024
Why climate tech startups get this one thing wrong
This might be our wonkiest topic yet: Techno-economic analysis, or TEA. Before a startup proves its technology is commercially viable, it models how a technology would work. These TEAs include things like assumptions about inputs, prices, and market landscape. They help investors ... Show More
49m 38s
Jan 2025
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framew ... Show More
53m 30s
Apr 2025
2027 Intelligence Explosion: Month-by-Month Model — Scott Alexander & Daniel Kokotajlo
Scott and Daniel break down every month from now until the 2027 intelligence explosion.Scott Alexander is author of the highly influential blogs Slate Star Codex and Astral Codex Ten. Daniel Kokotajlo resigned from OpenAI in 2024, rejecting a non-disparagement clause and risking ... Show More
3h 4m