Lex FridmanThe following is a conversation with Elon Musk. He's the CEO of Tesla, SpaceX, Neuralink, and a co-founder of several other companies. This conversation is part of the Artificial Intelligence Podcast. This series includes leading researchers in academia and industry, including CEOs and CTOs of automotive, robotics, AI and technology companies.
Lex FridmanThis conversation happened after the release of the paper from our group at MIT on driver functional vigilance during use of Tesla's Autopilot. The Tesla team reached out to me offering a podcast conversation with Mr. Musk. I accepted with full control of questions I could ask and the choice of what is released publicly. I ended up editing out nothing of substance.
Lex FridmanI've never spoken with Elon before this conversation, publicly or privately. Neither he nor his companies have any influence on my opinion, nor on the rigor and integrity of the scientific method that I practice in my position at MIT. Tesla has never financially supported my research and I've never owned a Tesla vehicle, and I've never owned Tesla stock.
Lex FridmanThis podcast is not a scientific paper, it is a conversation. I respect Elon as I do all other leaders and engineers I've spoken with. We agree on some things and disagree on others. My goal, as always with these conversations, is to understand the way the guest sees the world.
Lex FridmanOne particular point of disagreement in this conversation was the extent to which camera-based driver monitoring will improve outcomes and for how long it will remain relevant for AI-assisted driving. As someone who works on and is fascinated by human-centered artificial intelligence, I believe that, if implemented and integrated effectively, camera-based driver monitoring is likely to be of benefit in both the short term and the long term. In contrast, Elon and Tesla's focus is on the improvement of Autopilot such that its statistical safety benefits override any concern for human behavior and psychology.
Lex FridmanElon and I may not agree on everything, but I deeply respect the engineering and innovation behind the efforts that he leads. My goal here is to catalyze a rigorous, nuanced and objective discussion in industry and academia on AI-assisted driving, one that ultimately makes for a safer and better world. And now, here's my conversation with Elon Musk.
Lex FridmanWhat was the vision, the dream, of Autopilot in the beginning? The big picture system level when it was first conceived and started being installed in 2014, the hardware in the cars? What was the vision, the dream?
Elon MuskI wouldn't characterize it as a vision or dream, it's simply that there are obviously two massive revolutions in the automobile industry. One is the transition to electrification, and then the other is autonomy. And it became obvious to me that, in the future, any car that does not have autonomy would be about as useful as a horse. Which is not to say that there's no use, it's just rare, and somewhat idiosyncratic, if somebody has a horse at this point.
Elon MuskIt's just obvious that cars will drive themselves completely, it's just a question of time. And if we did not participate in the autonomy revolution, then our cars would not be useful to people, relative to cars that are autonomous. I mean, an autonomous car is arguably worth five to 10 times more than a car which is not autonomous.
Lex FridmanIn the long term.
Elon MuskDepends what you mean by long term but, let's say at least for the next five years, perhaps 10 years.
Lex FridmanSo there are a lot of very interesting design choices with Autopilot early on. First is showing on the instrument cluster, or in the Model 3 and the center stack display, what the combined sensor suite sees. What was the thinking behind that choice? Was there a debate, what was the process?
Elon MuskThe whole point of the display is to provide a health check on the vehicle's perception of reality. So the vehicle's taking in information from a bunch of sensors, primarily cameras, but also radar and ultrasonics, GPS and so forth. And then, that information is then rendered into vector space with a bunch of objects, with properties like lane lines and traffic lights and other cars. And then, in vector space, that is re-rendered onto a display so you can confirm whether the car knows what's going on or not, by looking out the window.
Lex FridmanRight, I think that's an extremely powerful thing for people to get an understanding, sort of become one with the system and understanding what the system is capable of. Now, have you considered showing more? So if we look at the computer vision, like road segmentation, lane detection, vehicle detection, object detection, underlying the system, there is at the edges, some uncertainty. Have you considered revealing the parts that the uncertainty in the system, the sort of--
Elon MuskProbabilities associated with say, image recognition or something like that?
Lex FridmanYeah, so right now, it shows the vehicles in the vicinity, a very clean crisp image, and people do confirm that there's a car in front of me and the system sees there's a car in front of me, but to help people build an intuition of what computer vision is, by showing some of the uncertainty.
Elon MuskWell, in my car I always look at this with the debug view. And there's two debug views. One is augmented vision, which I'm sure you've seen, where it's basically we draw boxes and labels around objects that are recognized. And then there's we what call the visualizer, which is basically vector space representation, summing up the input from all sensors. That does not show any pictures, which basically shows the car's view of the world in vector space. But I think this is very difficult for normal people to understand, they're would not know what thing they're looking at.
Lex FridmanSo it's almost an HMI challenge through the current things that are being displayed is optimized for the general public understanding of what the system's capable of.
Elon MuskIf you have no idea how computer vision works or anything, you can still look at the screen and see if the car knows what's going on. And then if you're a development engineer, or if you have the development build like I do, then you can see all the debug information. But this would just be like total gibberish to most people.
Lex FridmanWhat's your view on how to best distribute effort? So there's three, I would say, technical aspects of Autopilot that are really important. So it's the underlying algorithms, like the neural network architecture, there's the data that it's trained on, and then there's the hardware development and maybe others. So, look, algorithm, data, hardware. You only have so much money, only have so much time. What do you think is the most important thing to allocate resources to? Or do you see it as pretty evenly distributed between those three?
Elon MuskWe automatically get vast amounts of data because all of our cars have eight external facing cameras, and radar, and usually 12 ultrasonic sensors, GPS obviously, and IMU. And we've got about 400,000 cars on the road that have that level of data. Actually, I think you keep quite close track of it actually.
Lex FridmanYes.
Elon MuskYeah, so we're approaching half a million cars on the road that have the full sensor suite. I'm not sure how many other cars on the road have this sensor suite, but I'd be surprised if it's more than 5,000, which means that we have 99% of all the data.
Lex FridmanSo there's this huge inflow of data.
Elon MuskAbsolutely, a massive inflow of data. And then it's taken us about three years, but now we've finally developed our full self-driving computer, which can process an order of magnitude as much as the NVIDIA system that we currently have in the cars, and to use it, you unplug the NVIDIA computer and plug the Tesla computer in and that's it. In fact, we still are exploring the boundaries of its capabilities. We're able to run the cameras at full frame-rate, full resolution, not even crop the images, and it's still got headroom even on one of the systems.
Elon MuskThe full self-driving computer is really two computers, two systems on a chip, that are fully redundant. So you could put a boat through basically any part of that system and it still works.
Lex FridmanThe redundancy, are they perfect copies of each other or--
Elon MuskYeah.
Lex FridmanOh, so it's purely for redundancy as opposed to an arguing machine kind of architecture where they're both making decisions, this is purely for redundancy.
Elon MuskThink of it more like it's a twin-engine commercial aircraft. The system will operate best if both systems are operating, but it's capable of operating safely on one. So, as it is right now, we can just run, we haven't even hit the edge of performance so there's no need to actually distribute functionality across both SOCs. We can actually just run a full duplicate on each one.
Lex FridmanSo you haven't really explored or hit the limit of the system.
Elon MuskNo not yet, the limit, no.
Lex FridmanSo the magic of deep learning is that it gets better with data. You said there's a huge inflow of data, but the thing about driving,
Elon MuskYeah.
Lex Fridmanthe really valuable data to learn from is the edge cases. I've heard you talk somewhere about Autopilot disengagements being an important moment of time to use. Is there other edge cases or perhaps can you speak to those edge cases, what aspects of them might be valuable, or if you have other ideas, how to discover more and more and more edge cases in driving?
Elon MuskWell there's a lot of things that are learnt. There are certainly edge cases where, say somebody's on Autopilot and they take over, and then that's a trigger that goes out to our system and says, okay, did they take over for convenience, or did they take over because the Autopilot wasn't working properly? There's also, let's say we're trying to figure out, what is the optimal spline for traversing an intersection. Then the ones where there are no interventions are the right ones. So you then you say, okay, when it looks like this, do the following. And then you get the optimal spline for navigating a complex intersection.
Lex FridmanSo there's kind of the common case, So you're trying to capture a huge amount of samples of a particular intersection when things went right, and then there's the edge case where, as you said, not for convenience, but something didn't go exactly right.
Elon MuskSo if somebody started manual control from Autopilot. And really, the way to look at this is view all input as error. If the user had to do input, there's something, all input is error.
Lex FridmanThat's a powerful line to think of it that way 'cause it may very well be error, but if you wanna exit the highway, or if it's a navigation decision that Autopilot's not currently designed to do, then the driver takes over, how do you know the difference?
Elon MuskYeah, that's gonna change with Navigate on Autopilot, which we've just released, and without stalk confirm. Assuming control in order to do a lane change, or exit a freeway, or doing a highway interchange, the vast majority of that will go away with the release that just went out.
Lex FridmanYeah, so that, I don't think people quite understand how big of a step that is.
Elon MuskYeah, they don't. If you drive the car then you do.
Lex FridmanSo you still have to keep your hands on the steering wheel currently when it does the automatic lane change. There's these big leaps through he development of Autopilot, through its history and, what stands out to you as the big leaps? I would say this one, Navigate on Autopilot without having to confirm is a huge leap.
Elon MuskIt is a huge leap.
Lex FridmanWhat are the--
Elon MuskIt also automatically overtakes slow cars. So it's both navigation and seeking the fastest lane. So it'll overtake slow cars and exit the freeway and take highway interchanges, and then we have traffic light recognition, which introduced initially as a warning. I mean, on the development version that I'm driving, the car fully stops and goes at traffic lights.
Lex FridmanSo those are the steps, right? You've just mentioned some things that are an inkling of a step towards full autonomy. What would you say are the biggest technological roadblocks to full self-driving?
Elon MuskActually, the full self-driving computer that we just, the Tesla, what we call, FSD computer that's now in production, so if you order any Model S or X, or any Model 3 that has the full self-driving package, you'll get the FSD computer. That's important to have enough base computation. Then refining the neural net and the control software. All of that can just be provided as an over-the-air update.
Elon MuskThe thing that's really profound, and what I'll be emphasizing at the investor day that we're having focused on autonomy, is that the car is currently being produced, with the hard word is capable of full self-driving.
Lex FridmanBut capable is an interesting word because--
Elon MuskThe hardware is.
Lex FridmanYeah, the hardware.
Elon MuskAnd as we refine the software, the capabilities will increase dramatically, and then the reliability will increase dramatically, and then it will receive regulatory approval. So essentially, buying a car today is an investment in the future. I think the most profound thing is that if you buy a Tesla today, I believe you're buying an appreciating asset, not a depreciating asset.
Lex FridmanSo that's a really important statement there because if hardware is capable enough, that's the hard thing to upgrade usually.
Elon MuskYes, exactly.
Lex FridmanThen the rest is a software problem--
Elon MuskYes, software has no marginal cost really.
Lex FridmanBut, what's your intuition on the software side? How hard are the remaining steps to get it to where the experience, not just the safety, but the full experience is something that people would enjoy?
Elon MuskI think people it enjoy it very much so on highways. It's a total game changer for quality of life, for using Tesla Autopilot on the highways. So it's really just extending that functionality to city streets, adding in the traffic light recognition, navigating complex intersections, and then being able to navigate complicated parking lots so the car can exit a parking space and come and find you, even if it's in a complete maze of a parking lot. And, then it can just drop you off and find a parking spot, by itself.
Lex FridmanYeah, in terms of enjoyabilty, and something that people would actually find a lotta use from, the parking lot, it's rich of annoyance when you have to do it manually, so there's a lot of benefit to be gained from automation there. So, let me start injecting the human into this discussion a little bit. So let's talk about full autonomy, if you look at the current level four vehicles being tested on row like Waymo and so on, they're only technically autonomous, they're really level two systems with just a different design philosophy, because there's always a safety driver in almost all cases, and they're monitoring the system.
Elon MuskRight.
Lex FridmanDo you see Tesla's full self-driving as still, for a time to come, requiring supervision of the human being. So its capabilities are powerful enough to drive but nevertheless requires a human to still be supervising, just like a safety driver is in other fully autonomous vehicles?
Elon MuskI think it will require detecting hands on wheel for at least six months or something like that from here. Really it's a question of, from a regulatory standpoint, how much safer than a person does Autopilot need to be, for it to be okay to not monitor the car. And this is a debate that one can have, and then, but you need a large amount of data, so that you can prove, with high confidence, statistically speaking, that the car is dramatically safer than a person. And that adding in the person monitoring does not materially affect the safety. So it might need to be 200 or 300% safer than a person.
Lex FridmanAnd how do you prove that?
Elon MuskIncidents per mile.
Lex FridmanYeah.
Lex FridmanSo crashes and fatalities--
Elon MuskYeah, fatalities would be a factor, but there are just not enough fatalities to be statistically significant, at scale. But there are enough crashes, there are far more crashes then there are fatalities. So you can assess what is the probability of a crash. Then there's another step which is probability of injury. And probability of permanent injury, the probability of death. And all of those need to be much better than a person, by at least, perhaps, 200%.
Lex FridmanAnd you think there's the ability to have a healthy discourse with the regulatory bodies on this topic?
Elon MuskI mean, there's no question that regulators paid a disproportionate amount of attention to that which generates press, this is just an objective fact. And it also generates a lot of press. So, in the United States there's, I think, almost 40,000 automotive deaths per year. But if there are four in Tesla, they will probably receive a thousand times more press than anyone else.
Lex FridmanSo the psychology of that is actually fascinating, I don't think we'll have enough time to talk about that, but I have to talk to you about the human side of things. So, myself and our team at MIT recently released a paper on functional vigilance of drivers while using Autopilot. This is work we've been doing since Autopilot was first released publicly, over three years ago, collecting video of driver faces and driver body. So I saw that you tweeted a quote from the abstract, so I can at least guess that you've glanced at it.
Elon MuskYeah, I read it.
Lex FridmanCan I talk you through what we found?
Elon MuskSure.
Lex FridmanOkay, it appears that in the data that we've collected, that drivers are maintaining functional vigilance such that, we're looking at 18,000 disengagements from Autopilot, 18,900, and annotating were they able to take over control in a timely manner. So they were there, present, looking at the road to take over control, okay. So this goes against what many would predict from the body of literature on vigilance with automation. Now the question is, do you think these results hold across the broader population. So, ours is just a small subset. One of the criticism is that, there's a small minority of drivers that may be highly responsible, where their vigilance decrement would increase with Autopilot use.
Elon MuskI think this is all really gonna be swept, I mean, the system's improving so much, so fast, that this is gonna be a moot point very soon. Where vigilance is, if something's many times safer than a person, then adding a person does, the effect on safety is limited. And, in fact, it could be negative.
Lex FridmanThat's really interesting, so the fact that a human may, some percent of the population may exhibit a vigilance decrement, will not affect overall statistics, numbers on safety?
Elon MuskNo, in fact, I think it will become, very, very quickly, maybe even towards the end of this year, but I would say, I'd be shocked if it's not next year at the latest, that having a human intervene will decrease safety. Decrease, like imagine if you're in an elevator. Now it used to be that there were elevator operators. And you couldn't go on an elevator by yourself and work the lever to move between floors. And now nobody wants an elevator operator, because the automated elevator that stops at the floors is much safer than the elevator operator. And in fact it would be quite dangerous to have someone with a lever that can move the elevator between floors.
Lex FridmanSo, that's a really powerful statement, and a really interesting one, but I also have to ask from a user experience and from a safety perspective, one of the passions for me algorithmically is camera-based detection of just sensing the human, but detecting what the driver's looking at, cognitive load, body pose, on the computer vision side that's a fascinating problem. And there's many in industry who believe you have to have camera-based driver monitoring. Do you think there could be benefit gained from driver monitoring?
Elon MuskIf you have a system that's at or below a human level of reliability, then driver monitoring makes sense. But if your system is dramatically better, more reliable than a human, then driver monitoring does not help much. And, like I said, if you're in an elevator, do you really want someone with a big lever, some random person operating the elevator between floors? I wouldn't trust that. I would rather have the buttons.
Lex FridmanOkay, you're optimistic about the pace of improvement of the system, from what you've seen with the full self-driving car computer.
Elon MuskThe rate of improvement is exponential.
Lex FridmanSo, one of the other very interesting design choices early on that connects to this, is the operational design domain of Autopilot. So, where Autopilot is able to be turned on. So contrast another vehicle system that we were studying is the Cadillac Super Cruise system that's, in terms of ODD, very constrained to particular kinds of highways, well mapped, tested, but it's much narrower than the ODD of Tesla vehicles.
Elon MuskIt's like ADD (both laugh).
Lex FridmanYeah, that's good, that's a good line. What was the design decision in that different philosophy of thinking, where there's pros and cons. What we see with a wide ODD is Tesla drivers are able to explore more the limitations of the system, at least early on, and they understand, together with the instrument cluster display, they start to understand what are the capabilities, so that's a benefit. The con is you're letting drivers use it basically anywhere--
Elon MuskAnywhere that it can detect lanes with confidence.
Lex FridmanLanes, was there a philosophy, design decisions that were challenging, that were being made there? Or from the very beginning was that done on purpose, with intent?
Elon MuskFrankly it's pretty crazy letting people drive a two-ton death machine manually. That's crazy, like, in the future will people be like, I can't believe anyone was just allowed to drive one of these two-ton death machines, and they just drive wherever they wanted. Just like elevators, you could just move that elevator with that lever wherever you wanted, can stop it halfway between floors if you want. It's pretty crazy, so, it's gonna seem like a mad thing in the future that people were driving cars.
Lex FridmanSo I have a bunch of questions about the human psychology, about behavior and so on--
Elon MuskThat's moot, it's totally moot.
Lex FridmanBecause you have faith in the AI system, not faith but, both on the hardware side and the deep learning approach of learning from data, will make it just far safer than humans.
Elon MuskYeah, exactly.
Lex FridmanRecently there were a few hackers, who tricked Autopilot to act in unexpected ways for the adversarial examples. So we all know that neural network systems are very sensitive to minor disturbances, these adversarial examples, on input. Do you think it's possible to defend against something like this, for the industry?
Elon MuskSure (both laugh), yeah.
Lex FridmanCan you elaborate on the confidence behind that answer?
Elon MuskA neural net is just basically a bunch of matrix math. But you have to be a very sophisticated, somebody who really understands neural nets and basically reverse-engineer how the matrix is being built, and then create a little thing that's just exactly causes the matrix math to be slightly off. But it's very easy to block that by having, what would basically negative recognition, it's like if the system sees something that looks like a matrix hack, exclude it. It's such a easy thing to do.
Lex FridmanSo learn both on the valid data and the invalid data, so basically learn on the adversarial examples to be able to exclude them.
Elon MuskYeah, you like basically wanna both know what is a car and what is definitely not a car. And you train for, this is a car, and this is definitely not a car. Those are two different things. People have no idea of neural nets really, They probably think neural nets involves, a fishing net or something (Lex laughs).
Lex FridmanSo, as you know, taking a step beyond just Tesla and Autopilot, current deep learning approaches still seem, in some ways, to be far from general intelligence systems. Do you think the current approaches will take us to general intelligence, or do totally new ideas need to be invented?
Elon MuskI think we're missing a few key ideas for artificial general intelligence. But it's gonna be upon us very quickly, and then we'll need to figure out what shall we do, if we even have that choice. It's amazing how people can't differentiate between, say, the narrow AI that allows a car to figure out what a lane line is, and navigate streets, versus general intelligence. Like these are just very different things. Like your toaster and your computer are both machines, but one's much more sophisticated than another.
Lex FridmanYou're confident with Tesla you can create the world's best toaster--
Elon MuskThe world's best toaster, yes. The world's best self-driving... yes, to me right now this seems game, set and match. I mean, I don't want us to be complacent or over-confident, but that's what it, that is just literally how it appears right now, I could be wrong, but it appears to be the case that Tesla is vastly ahead of everyone.
Lex FridmanDo you think we will ever create an AI system that we can love, and loves us back in a deep meaningful way, like in the movie Her?
Elon MuskI think AI will capable of convincing you to fall in love with it very well.
Lex FridmanAnd that's different than us humans?
Elon MuskYou know, we start getting into a metaphysical question of, do emotions and thoughts exist in a different realm than the physical? And maybe they do, maybe they don't, I don't know. But from a physics standpoint, I tend to think of things, you know, like physics was my main sort of training, and from a physics standpoint, essentially, if it loves you in a way that you can't tell whether it's real or not, it is real.
Lex FridmanThat's a physics view of love.
Elon MuskYeah (laughs), if you cannot prove that it does not, if there's no test that you can apply that would make it, allow you to tell the difference, then there is no difference.
Lex FridmanRight, and it's similar to seeing our world a simulation, they may not be a test to tell the difference between what the real world
Elon MuskYes.
Lex Fridmanand the simulation, and therefore, from a physics perspective, it might as well be the same thing.
Elon MuskYes, and there may be ways to test whether it's a simulation, there might be, I'm not saying there aren't. But you could certainly imagine that a simulation could correct, that once an entity in the simulation found a way to detect the simulation, it could either pause the simulation, start a new simulation, or do one of many other things that then corrects for that error.
Lex FridmanSo when, maybe you, or somebody else creates an AGI system, and you get to ask her one question, what would that question be?
Elon MuskWhat's outside the simulation?
Lex FridmanElon, thank you so much for talking today, it's a pleasure.
Elon MuskAll right, thank you.