Part 5/10:
Elon Musk underscores a fundamental shift: AI development is now a major energy problem. Increasing AI’s capabilities demands more computational power—hence more energy. As AI models become exponentially larger and more powerful, they will necessitate massive, sustainable energy sources.
Musk highlights that the useful compute per watt and total watts are the two key metrics for scaling intelligence. He noted that improving energy efficiency in AI—more thoughts per watt—will be critical. Musk lamented that Tesla's interest in XAI (Tesla AI) should be stronger; integrating AI development with Tesla’s energy infrastructure could mitigate upcoming risks and optimize sustainability.