The author proposes that OpenAI could potentially compete by aligning with Tesla. The reasoning is that Tesla has already built the infrastructure necessary for large-scale neural network training, which could be accelerated with OpenAI's expertise. The author suggests that a successful self-driving solution could significantly increase Tesla's market cap, providing the necessary funding for AI work. The author concludes by stating that this is the only viable option for reaching sustainable Google-scale capital within a decade.
Key takeaways:
- Tesla is the only company that could potentially compete with Google in the field of AI, but the chances are still small.
- Progress in AI is primarily driven by systems - compute, data, infrastructure, and not necessarily by new algorithms.
- OpenAI's current funding model is unsustainable and cannot compete with Google's scale. Any research done in the open could potentially benefit Google.
- The most promising option for OpenAI would be to attach to Tesla, using the revenue from Tesla's transportation industry to fund AI work at an appropriate scale.