Episode of the meet kevin show in today's episode. We get to talk to the creator of the channel ai attic, which i'm really excited about uh, because i love talking ai, because i really this is the future of what we're trying to do in our world figure out how artificial intelligence is going to make driving. Uh and just life easier and, of course, investing easier. But the question is: how do we value these things and is this technology anywhere even close to ready, and so i thought? Well, you know what what better person to potentially reach out to and they're going to be some things that, obviously we can't talk about, but a person who is just fired and i'm sorry about this from tesla uh you've got to go to their channel ai attic And check out a video of them showing their tesla model, three hitting a plastic bollard while on fsd full self driving activated uh.

We talked about this a few days ago and they were kind enough to come on the channel. So here we go. Welcome aboard go check them out and uh yeah introduce yourself, hey guys, i'm ai addict. I thank you guys so much for supporting me for those of you guys who have so far.

I know there's some of you guys on both sides of the aisle and i'm hoping here. I can answer some of your questions to uh help. You understand why my channel exists, awesome yeah, so so i i got ta know when when we do analysis on car companies, obviously the big thing for us is we're looking at units produced times, average selling price and there we go right and we take off the Margin, a lot of folks are trying to figure out hey what is the value of autonomy in the future, and it's like hey we're going to be we're going to have robo taxis in 2025., we're going to have them in 2030 they're! No! It's going to be 2040.. If you had a guess when do you think we'll actually see robo taxis, yeah, that's interesting, because elon always tried to sell or has said that tesla will be able to be a robo taxi and help the owner make money on the side in the future.

In my opinion, i i mean, i would probably have to say level four by 2025, in my opinion, is when i think we'll see major things. However, we're seeing crews san francisco right now doing some road taxi stuff, i'm not sure what level they're operating at, but i mean with that right now occurring in 2022. Who knows what could come in 2023? 2024.? Okay, so for for those who aren't familiar right now, we've got a lot of this sort of, like, i believe, level, two and a half. We would call it kind of full self driving where there's a driver in the seat you got to take over.

At any point, uh or or maybe fsd might almost be a version of three four would would almost be. Would you even have a driver in the seat on four? I know five would be fully autonomous, probably fully autonomous four. You can have probably someone in the vehicle doesn't really have to take over on the steering wheel, but is but it's there if it has to and then uh level three you know you definitely still need a person in the vehicle got it got it. Okay on the wheel - and so you think level, 20 level.

Four that is by 2024 is, is actually a realistic expectation that that mainstream, we should be like wow yeah cars driving themselves. This is normal, obviously just my opinion, yes, that that would be my opinion with what i know and from what i see publicly through a lot of these. Other corporations go out there, such as like pony ai crews and other ones out there i mean some of them aren't doing so well, and some of them are doing really good um. I mean you have your waymos out there as well, so everyone has their own approach, so we have no idea when exactly we'll hit there, but i see some of these companies probably getting close wow.

That's that's incredible! So what you know, what is it with google and and waymo? It seems like google, they just buy a bunch of companies, but then they kind of get stuck uh and it seems like sometimes they don't really progress as far as maybe waymo, let's say, as an example would have. If it were just still waymo you know is, is google slowing these things down? You know what's happening, why is waymo taking so long to get away? I mean, i think, they're doing full level five, but only in certain mapped square areas of arizona. Well, i mean, i do know uh google, when they first launched waymo publication long far ago. They said that they did get to level three autonomy.

I believe it was and they gave it to company employees just to take these vehicles out at night or on weekends, and they saw in the internal cameras. Most of them were on their laptop or falling asleep or on the phone, and then they made it their mission. They're not gon na make a vehicle out there unless it's level, four or above so, i believe. That's probably the reason why they're doing what they do, but as for them buying companies acquiring things like that.

I can't speak to google, but i know other corporations and c-suite executives. I've spoken to at big billion dollar companies here in silicon valley that i can't really speak to or say in the publicly but they've said a lot of them as c blank o's would buy or acquire companies with a vision for them, but then eventually get caught With the bureaucracy and politics internally, where they can't actually get their vision because other people want it, the sales people need one thing: the accountants need another. You know everyone has to blend the vision together, so you can't get to what their ultimate vision was, and so eventually most of these people usually just leave the big multi-billion dollar companies and start their own startup, where they can start fresh and actually have hands-on ability To control where it goes in the future, ah, that's really interesting. I can only mean google's getting caught by those same bureaucracies, possibly but sure yeah.

That makes a lot of sense is. Is that uh? You know why maybe the you know if ford just announced that they're going to separate out their electric division. I wonder if they're also trying to like micro down their their any kind of autonomy, division that they might be working on. What's your take on these legacy automakers, do they even have a chance like gm? You know you mentioned cruz ford um.

I can comment. I had an interview with gm last week, actually to be a eight house validations or something on their eight ass team and the second question in an interview when they found out, i didn't, have an actual engineering degree. They told me straight up on the phone. Sorry we're gon na hang up.

We don't hire anyone that doesn't have a degree and i'm like well. But, however, you see some of these companies are using luminar and that kid made that without a degree, because what was he like, 16 18 or something maybe high school, yeah yeah, it's like so that silicon valley clearly has a different culture than michigan, and these other Legacies because they, you know might still like gm over here, has a hard policy that might be a little outdated compared to what we might see here in the valley that allows fast innovation um. I think they might be on to something it might be in the right direction. I mean ford has: was it blue cruise um i've not been able to test it myself, but uh from what i've seen it might be on the right direction, but i don't.

I can't comment yeah. We got a comment here. Uh. Do you have anything to say to this one? All right? I just put it up on screen there yeah it's not elon musk.

No, we won't go there. That's funny, um! That's priceless! It's somebody that is wow astonishing, uh, hey, i still love the man uh. Would you have to say that a lot of respect for tesla they have a great mission statement. I still have my car still referred to.

People don't not buy their products because of what happened to me. I think this is a good example of a discussion or starting point to create discussion on how to maybe have better practices going forward and how to maybe make things better and improve them to get to where we all want to be, which is full self-driving. I'm still passionate about that software and these bugs unfortunately exist, but i'm here to help find them. That's awesome, that's good! What do you think about a company like lucid, you know, lucid, they say: hey we're going to build the car.

We're going to put all these lidar sensors in and all these cameras, but we don't have a software suite. You know somebody's going to be able to plug into this - maybe apple, maybe nvidia or you know whatever other company. What's your take on this? Is it that easy? You know qualcomm's another one apparently they're all working on autonomous, yet you never see oh yeah, here's the qualcomm uh, although nvidia, i think, had some partnerships with neo. For example, i mean uh, i think plug and play is a very interesting approach.

Um i did have discussions with apple for some work with them where they were doing a plug and play. I believe i don't really know the exact specifics. I didn't take the role but uh. In my opinion.

I think it could look a little goofy, because what sensors am i going to have to put in my car and make it plug and play unless i can integrate them into the bumpers and things like that kind of like how tesla has the camera system? That's very sleek and refined, so i believe that there are companies out there, such as like phantom ai. They do a great job at this integration that you just talked about about plug and play, or they're at least trying to develop that but uh. I don't really know much about what what some of these other firms are doing. That's a possibility how how advanced, really is is a.i.

These days i mean we have like a little ai, for example, uh, that that we train a little neural net for identifying real estate deals, for example, but some of the things the ai thinks is is good. I look at it like i see you know you could see where the computers are still getting confused is what i'm trying to say right, yeah. What's what's your take on this? Is this? Are computers ever going to get to this like full, artificial reality or or in 10 years from now? Are we going to look and go yeah? It is a computer and it is stupid. You know i mean i will say is that when i first got an ai machine learning, it was at the very beginning when ibm was debuting watson and i was working with a company called miss systems creating jarvis, which was part of an indoor location, engineering, uh Location device using bluetooth, low energy, wifi, machine learning everything, so i was on the very forefront front of some of that stuff and at the time yeah it was advanced, but it was really hard to find.

Like the word, we like to use a valley of happiness where the ai knows what's going on and ignores everything outside of that that queue basically or that valley and we've come a very long way in those five six years that i've i've seen this technology. However, real ai is very hard to solve there is it takes a lot of computation power, computing power, i mean, and i mean i don't know if we're there. Yet you see elon's tweets, you know who knows, but uh we've come a very long way and i could see it a possibility in the near future. Definitely by the end of the decade.

That makes a lot of sense now in terms of uh like investing, is, is investing into these ai companies that you mentioned, whether it's uh you know cruz through gm or these other companies. Is this a big priority for you right now or are you looking at you know what, for now, for your personal investments, you're gon na invest in something maybe more established like let's just go with apple or google, that has some exposure to ai, but more, like Here's something people can buy right now. That's really good, because ai's, just you know still out there, yeah no worries um, i would say like you're, asking my personal profile and things like that. Yeah yeah, so i would say like outside of like what what people that affirm in that managing profiles and what family members might gift me, etc.

My like personal robin hood, would i buy in the best trade on a daily 100 percent ev technology and in green renewable climate change, technology, wow, really, okay, so uh, which i will admit, has hurt me a little bit during the uh covid in the ukraine. A bit but we're still in there never sold yeah. I mean the last few few months have been a little rough uh just in general since about december, but uh would you choose uh something more like a charging company like a charge, point, let's say or blink, or are you into like the solar inverter companies like Solar edge end phase or more just cars, i'm more than battery technology. I would say: okay, um byd, you know back in.

I believe it was children. 7 2008. They were in the forefront front of these lfp batteries. I believe that's what the acronym is, and now you see, companies like tesla and others um converting the cars to lfp batteries to basically iron phosphate right iron file.

I believe that's what the composition is and then byd was on the forefront. Inventing this, i believe, back in the 2008 2007 era and now everyone's going to it, so they had a big advantage and warren buffett. You know made a big investment in that battery technology back then too. So, for me it's like byd, but then, when it comes to ev, when it comes to battery technology, i'd say everything else: cars.

You know lucid rivian, tesla. Whatever i can get my hands on. You know neo everything like that. It doesn't matter if it's chinese american, as long as i see a value in it, i want to invest in it and if i see it, okay so and how long did you work in in uh? If you could say what what did you do? Uh at your job and how long were you there, yeah um i'll, just kind of graze the surface a little bit there, yeah yeah keep it.

You know. Obviously you you just left tesla, so keep it very limited in terms of what you're allowed to say. I don't want to get you in trouble. Certainly uh joined august 10th 2020 as a data annotation specialist.

My role was to take images and label them and annotate them for and import them into. The neural network for the full self-driving stack, whether it be freeway or city streets, can learn from that annotations to drive itself and improve the software stack. I did that for many months. I also was a driver collecting this data.

That would be the images and then, after doing that, for a very long time, i came back in january of 2022 as an eight ass test operator. Didn't last, very long, though, because you know i was fired in february 11th 2022.. An 8 hour stalker was someone who would go through and test all the like level, two to safety programs, whether it be software or hardware, to make sure they were safe for the customer before they got pushed that makes sense, and then now the computers, the things You're labeling are these videos or they pictures that you have to label um both both yeah, i mean a video, has key frames, and so you can have images in a pit in a video. That's all i'll say.

Oh, oh, i see okay. So, for example like if i'm in, like final cut and i'm just trying to make it relevant to youtube, for example, it's like uh, you know i want this little image to go across the screen and i keyframe it across the screen. You would almost kind of do that in reverse, like yeah, that that is a stop sign as it kind of moves by so to speak, no comment: okay, gotcha, gotcha! Okay, no worries, no worries, that's really interesting. Okay! So yeah no comment: okay, that's fair! So um.

What about uh, so all i mean all in on ev. Are you trying to diversify it all from eevee, or is this just where like this is what what you you live and breathe? You love it. I just think we're in a revolution right now that i mean a lot of people, see it and my some of these stocks might be over inflated, not going to say which ones or whatnot, because i have lost a lot of value in some of them. That were um, however, i do see it as being like the old three like ford gm um like dodge chrysler all those people, i feel the new ones are going to be the valley like rivie and lucid tesla, and all these new uh new age companies, and So right now i feel like where apple stock was maybe in the 80s, and you never know where that could go.

Oh wow, that's incredible! So so you think these the ev companies right now, even though they're going through all this crazy volatility, it's almost like everybody making fun of steve steve jobs coming out with the mac in what 84 or whatever right yeah. That's how you feel evs are um. I would say so a little bit i mean, there's comparisons, not exact, obviously sure yeah. That i mean that's that's wild because really uh.

I think, when we think of uh a lot of the electric vehicle companies that we've been investing in, you know for even just the last five years or whatever here it feels like the stocks have kind of done. This exponential run up and then it's like. Ah, you know: we've already had the exponential run can't have any more, but it almost you know if you're talking about the 80s, it almost kind of me it makes me feel like if we zoomed out you know if we had the potential to do that over The next few decades we might just be at the beginning of that s curve is that kind of how you feel with evs um. We could be in the middle, like, i would say, we're in the like.

First third, i'd say of that. Maybe um and you have to remember, like companies like tesla they're, not just a car company they're a battery company, a software company, an ai company, a mining company um or manufacturing they do. They have hundreds, sorry, dozens and dozens of different types of uh. How do i say industries that they're really revolutionizing and you know taking a lot of profits from as well, not just the car market, and so some of these other companies relate as well, and so when people value as a car company, it's like you might value It too high as a car company, but it's not just a car company.

You have more underneath that you don't realize yeah. Why do you think nobody else seems to be trying to push as hard as tesla uh, like the other companies on just trying to get the entire supply chain stack? Essentially we're. I should say more vertically integrated right where they're producing their own batteries they're producing their own uh. You know ai software for self-driving.

You know a lot of them, like i said, lucid, hey. They started out doing batteries, but now they're looking for the plug and play on yeah on their a desk. What's your take on that? Is it just hard? I mean it always takes money to make money. Obviously, it takes probably hundreds of millions to billions of dollars to invest in these infrastructures, and you might not even see it pay off right away, and i would have to say, like companies like tesla are fortunate that they do have the i would have to test The cash flow to be able to take do this and then revolutionize all these processes, and i would say a lot of numbers legacy they're slow.

They just don't know what they're doing yeah it makes sense. Do you ever get it like tempted to get into? You know the fintechs or crypto or nfts, or any of that yeah. I was in cryptos a lot back in like 2010 to 2015, and then i just logged off and then back in 2020 or so a couple months into my tesla job. I logged back into bittrex and it said i had 148 million dollars in in bitcoin and i was like no away but then, after, like a three-day ordeal, it turns out, it was a algorithm error.

I only had like two thousand dollars and i swear i'm never going back to crypto after after that nightmare of i'm rich, i'm poor. Oh my gosh that yeah no kidding that's terrible! That's like that's like having a dream about winning the lottery bitcoins. They told me. I was like oh man, i can quit tesla then yeah like the next day.

I was like oh going back to tesla. Oh yeah, i mean that's like winning the lottery and then waking up yeah exactly exactly okay. So we see the reason i asked. That is because i think it's interesting you, you seem so confident in in ev that you're not really tempted by the other stuff, the fintechs, the other companies, the specs, the whatever it's just give me batteries.

Give me evs, i mean you didn't say a word about solar. Even when i asked you it's just dude, i just want evs. Am i right, i would say that's the thing about solar. Is that i'm fascinated by it and there might be a lot of good companies? I just bought my first house a year ago, um trying to get solar, i'm trying to get solar on it, but i've dealt with a lot of horrible companies with a lot of sleazy salesmen and a year later.

I still don't have it so i haven't had the experience to really understand like what the life is like to have it, so i haven't really invested in it, because i only like to invest in things that i personally own or have seen firsthand good. That's a really good principle: what um? What's your electricity bill um? I have five people that live in the house and it's probably like 270, a month 250 a month, okay, okay, yeah! Maybe maybe that that might make sense. You don't get yourself! 10. 15.

Where are you in norcal uh, yeah yeah we're on yeah? Oh nice, okay, but it's not bad because just down the street is a public free, tesla charger. So every day i just fill up my car for free. So, like oh, that's amazing. I spent sending a hundred dollars in gas, i'm my electricity and my car's at least free yeah.

Yeah, no kidding do you still have uh. What was it uh? I think the 17 and 18 models got free, self-driving or free uh free super charging. There was some deals like that that floated around um. Unfortunately, no i got into like i got the 2021 model and it didn't come with one year: free supercharging, but three months into my free supercharging tesla saw my youtube channel or something like that.

I'm just going to throw speculation, i don't know and uh removed it from my car, saying that i apparently uh used multiple promotions on the purchase of the vehicle, because i used employee perk with fsg. I see okay, stacked benefits or whatever yeah, okay, yeah. That's that's interesting, uh bummer. What about um? Oh gosh? What what what else i mean? What um i mean jeez.

What am i missing? What what should i be asking you about? Evs i mean there's so much china versus the united states who's going to win. I i mean china, i mean i don't want to get too much into them as i obviously we don't. What we might see over here is not obviously what might be going on over there. I don't know exactly, but because i we don't see those cars, but i hear that byd just came out the competitor to the model.

Three very interesting - and i heard it blatantly cuts the price on what the three is at um, fully optioned out. The byd is cheaper than the starting model - 3 right here and apparently it's a lot more luxurious and offers some self-driving technology as well. So china is making some amazing battery packs some amazing cars and doing some good self-driving technology, but obviously there's that those tariffs and those taxes coming to the shop to america. If we ever want to see them so will we ever see them? Who knows, but they are doing some stuff over there, so whatever we are doing here right now, i think is safe because i don't think their technology will come overseas anytime soon with the tariffs.

It makes sense. What about uh investing in in china? Are you trying to keep that as like a smaller portion, or are you equally weighting them to u.s um i'd, say like china, portions less than 10 percent? Okay? Okay, so mostly here got it got it. What about um so you're thinking level? Four 2024: when, when do you think i'm gon na be able to just like uber a level five and just never have to deal with somebody yapping at me in an uber again, because i'm tired of talking to people in ubers, i'm gon na spin? That question a little bit because we're gon na ignore level five and just pretend like there's no levels, maybe next week, because cruz apparently is doing those drives in san francisco, so crews, if you're watching i signed up for your thing, i'm apparently in a queue haven't, Got to my email in months. Send it to me i'd love to review your technology, um wow, but uh.

You know i've seen cruz apparently has done. Hundreds of successful drives with no one ever in the front seat of the vehicle or in the passenger front, and so who knows, i know they're not last time i read about it, they weren't allowed to charge for those rides, but they were allowed to give the Rides so there are some companies that are doing it now, but when it comes to what i have on my car just getting into your own personal vehicle, what you can buy from a company and doing it and going to safer or something without uber, i'd say: If we're lucky - maybe 2025 2024, but probably definitely by 20 30. by 2030 for sure grandparents are going to be on board as well huh yeah. I would hope, because they seem like really reluctant these days.

I see every every grandparent i talk to is like self-driving car. No, never not in my lifetime. You know yeah i mean i will say like it is at a level like i'll, give you a personal example. My mom trained three au pairs back in the 90s to drive when they were young and they both all three of them totaled the car with her in it, and so she refused to even get in the car with any of us kids.

Even to this day, she wouldn't get in the car with me really, and then i showed her fsd beta. She got in it and she actually said she was amazed and trusted and loved it, and so this is a. This is a person who won't even get a car with me or, like her husband, you know what i mean and so uh there are some people who are skeptical about things who are starting to uh, be open to it when they see it firsthand or or Experience being on the wheel, but i think it's very easy to hate it or or be against it when you just see it on the sidelines on the internet or driving by you, got it yeah. That makes sense what about uh? If you know there's a lot of talk about hydrogen, especially with nicola last year, everybody was all about hydrogen is this is just uh, you know nonsense, or is there any future in hydrogen? From from what you believe? Oh, this is an interesting topic.

I always talk a lot with my friends about this trying to theorize things for it um hydrogen. I think it was interesting for a while unless they can create like a little machine that can recycle the water instead of the water coming out of the gas pipe. If they can have it go back into the machine, recreate hydrogen and then re-go back in it. So you want to refill up like and so right now.

Let's say it takes 700 miles to fill on a hydrogen tank. But if you can recycle that water and maybe every two thousand miles you fill up because it's recycling, ninety percent every time or eighty percent every time sure, but until we can like make that safe and small enough to go inside a car um. I don't think hydrogen will be outweigh ev, basically in my opinion, but who knows technology can always advance and we could always see it coming in the future. More y'all ever talk about ev tolls uh in your group uh.

What was that? Oh yeah eveetos um? I only heard about it. A month ago when i was seeing like a reddit post about what what tesla's into and one of them said it was an e-vetols and i was like what the hell is that and i had to look them up god. No never talk about them, yeah we'll start with cars; first, no on hydrogen and flying cars and electric vehicle. You know vertical takeoff and landing we'll save that for the future.

Okay, i would love to see that i mean if we can figure out how to get those drone blades not to chop me off when i fall off of it, i'm all for it. Yeah yeah no kidding. Oh, my gosh uh. Okay.

That makes sense what about chip manufacturers any favorites? Do you stay away from the chip manufacturers as well? I mean everybody's all up about uh, oh taiwan, semiconductors amd, nvidia, they're, cheaper or not buying. You know well um, so i used to work for intel in their neural network server lab, and you know their chips are outdated compared to what other people like amd are doing when it comes to their server chips. I believe at the time, obviously not now, but the time i was working there, uh intel was stuck at a 10 nanometer or they were like 14 meter. Well, the competitive competition was at a six nanometer and it was just like they.

You know they. They kind of failed, they were losing all their contracts, they lost the apple gig. Everything like that. So, for me, i think the best chip maker out there right now could possibly be tesla when they come out with some of these new chips, because i've been hearing theorizing or sorry why i've been seeing.

The public has been that tesla's, making some chips that can do 1.2 extra flops of dojo, and things like that. If, when paired together, when they actually do put that online, i think it will revolutionize how chips are made for ai instead of for gpus and stuff. Such as how nvidia are doing in intel and amd, but uh nvidia, still makes good chips. I have no intel uh.

Sorry. I know i think uh. A lot of companies are using nvidia chips and they're self-driving cars as well, and just for their typical uh ecu's. But i mean i don't know: we'll have to wait to see what jojo brings yeah.

What's an ecu um electric computer unit um. Is that, like that's like a battery management kind of style software yeah, it's um? The best way to describe it is every car has basically had one since, like the 90s or so um, it's the car's brain. It tells it what to do. How they're like shoot, the spark, the fuel and the engine management system.

Basically, uh, okay, okay gotcha got it okay and so they're, essentially everyone's working on making the better version of that to then hopefully integrate into fleets of vehicles and tesla's, making their own as usual, because yeah, they always make their own okay and they always do better Than everyone else somehow - and it's just astonishing, so that's incredible see if they can continue to do it. Do you still have that faith, even though you're not there i mean like, would you go all in on on tesla still or would you pick a different company if you had to pick just one, i mean the stocks looking pretty cheap to me right now, compared To when uh i've certainly bought it higher, that's all i'll, say: ah, okay, gotcha, okay, deal wow uh. Well, i i promised i'd, keep you for about 30 min we're about there. Anything you want to add.

You've got a youtube channel. What's the future of your channel? What's the future of you, where are you gon na go now yeah, certainly so um a few a few tangents here? Obviously we still want to bring fsd data content to the reviews to the user. So that way, they understand where the technology is um, hopefully their next video will be version 11. If that ever comes out or if that comes out soon, i should say um.

We also are transitioning into evie car review, so lucid if you're out there or if you're, a car branch who wants your car featured on our channel. You can see our other videos. Just recently did one with volkswagen. Um, love to you know, show some brands out there give honest reviews for in feedback um.

In addition, we have a project that i guess this will be the first time i mention it um, but we've been planning it since january. We're trying to do our own conversion, build um for some commercial vehicles here in california, and so we're hoping that if we like highly honestly get these prototypes through our youtube channel, then we could actually make it a production vehicle. Would that kind of be like a highly on um? What's a highly on? Oh, so that's a company, they do um, they take semi trucks like new semi trucks and then they throw uh, essentially hybrid motors into them. Yeah we're basically gon na do that, but all ev motors, wow yeah very cool plan, and so, if you're, let's see - and you have any background in that go to our channel ai act, official gmail send us your resumes because uh i mean.

Obviously, this is just a hobby on the side for youtube as a prototype, but it could turn into maybe something better. That's amazing! Okay, great! So i've got your channel linked down below anything else. You want to mention. You got a twitter anything else.

Somebody should follow. Uh yeah twitter, ai act one. Unfortunately, someone got there first and then uh just thank you guys so much for all the support and for you know, listening and reading the articles and feel free to check out my channel um. All my reviews are honest um.

Just i, what i see is what you see and uh feel free to check it out. Thank you guys so much amazing. Thank you. So much for being here stand by for one moment.

Folks, if you found this video interesting share it like it subscribe and thank you so much for watching we'll see you next one bye.