We Study Billionaires - The Investor’s Podcast Network TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast)
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Dec 3, 2025 
Seb Bunney, an author and tech commentator, dives into the fascinating world of AI, focusing on topics like Tesla's FSD 14.2 advancements and the ethical dilemmas surrounding autonomous decision-making. He discusses the potential of biologically-inspired artificial neurons and how brain-computer interfaces might revolutionize AI and prosthetics. The conversation touches on the energy demands of AI, the rise of AI-generated content, and the societal risks associated with tech-enhanced capabilities, highlighting the need for manual trades as a buffer against AI disruption.
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End-to-End Models Replace If-Then Rules
- End-to-end neural networks replace rule-based if-then logic in Tesla's stack.
- That makes their decisions hard to audit but enables human-like adaptability in messy scenarios.
Neural Nets Driving Real-World Decisions
- Tesla FSD 14.2 shows neural nets making life-critical, real-time driving decisions in the physical world.
- The update reduced human interventions from ~150 miles to ~800 miles, signaling rapid capability gains.
Camera-First Strategy Scales Faster
- Tesla's camera-only approach trades sensor diversity for massive data scale and lower unit cost.
- That scale could deliver superior long-run performance versus LiDAR-heavy competitors like Waymo.
