Elon Musk is rumored to be starting a new AI startup to compete with OpenAI after he left the organization, which he co-founded, supposedly because of a conflict of interest with Tesla’s own artificial intelligence effort.
Now it sounds like he is funding a startup that could compete with Tesla, based on his latest comments.
OpenAI, an AI company now famous for its ChatGPT chatbot based on large language models, was originally co-founded by Tesla CEO Elon Musk as a non-profit.
In 2018, Musk left OpenAI’s board and cited a potential conflict with Tesla’s own AI effort as the reason for severing ties with the company at the time. The main issue seems to be a competition for AI talent between OpenAI and Tesla – though Musk has since said that he also disagreed with OpenAI’s direction on AI safety and moving from a non-profit organization to a for-profit.
Since then, Tesla has doubled down its efforts to build AI products – primarily to power its self-driving program but also through its Tesla Bot humanoid robot.
Musk actually went so far as to claim that Tesla has the strongest AI team in the world, saying he believes the company would “play a role in developing artificial general intelligence (AGI).”
That’s why it’s confusing that we now learn that Musk is starting a new AI company.
Elon Musk is developing plans to launch a new artificial intelligence start-up to compete with ChatGPT-maker OpenAI, as the billionaire seeks to join Silicon Valley’s race to build generative AI systems.
According to the report, Musk has already poached engineers and researchers from other organizations and bought thousands of Nvidia GPUs to start the company.
He is also reportedly seeking investors and talking to his usual backers behind Tesla and SpaceX:
Musk is also in discussions with a number of investors in SpaceX and Tesla about putting money into his new venture, according to a person with direct knowledge of the talks. “A bunch of people are investing in it . . . it’s real and they are excited about it,” the person said.
The structure of the new AI company is not clear, but it appears to be a standalone company not directly affiliated with Musk’s other ventures.
The Tesla, SpaceX, and Twitter CEO also recently moved the social media platform under his ‘X’ holding company, which some speculate could expand to other ventures soon.
Electrek’s Take
I think this is something Tesla investors, especially those who started to account for Tesla’s own AI effort in their valuation models, should keep a close eye on.
If the main reason Musk left OpenAI is that it had a conflict of interest with Tesla’s AI efforts, what changed to make this new AI company not be a conflict?
Based on Musk’s comments on Tesla’s AI team and AI programs lately, I think it would make sense for this company to be under Tesla, but it doesn’t look like it at this point.
Well, Musk is hard to follow. What else is new?
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Rather than straining the grid, the batteries in EVs can actually help to stabilize the energy grid under heavy loads. PG&E gets that, and to encourage participation in its growing V2G programs, the utility is offering GM Energy customers in its territory up to $4,500 toward qualifying home battery systems.
Billed as a glimpse into the future of energy resilience, efficiency, and sustainability, Pacific Gas & Electric (PG&E) launched a pilot program with GM Energy in March, and the pilot’s success has led to more serious conversations around the topics of home batteries, EVs, and other distributed energy resources (DERs) on the national level.
Now that it’s had time to digest the results of the initial pilot, it seems like the Oakland-based utility is doubling down, the utility is expanding the program, encouraging participation with up to $4,500 in incentives for GM Energy customers willing to plug in.
While giving customers the ability to use their GM EV as a back-up home generator is an incredible, practical benefit to customers, it is just the beginning of what we can do to help encourage mass EV adoption with this technology … with the right incentives and policies in place, programs like this one could accelerate the shift toward a more distributed energy model.
While you gear up to write your state legislators about what a great/terrible job they’re doing to encourage more EVs in your neck of the woods, you can check out this episode of EV Reality Check where my good friend (and frequent Quick Charge guest) Matt Teske interviews Harris Schaer, Senior Program Manager, Utilities & Aggregators at GM Energy, as they look at similar programs already live across the country, talk up some real-world performance data, and explore the ways utility partnerships are shaping the future of distributed energy.
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A new video surfacing from a Tesla demonstration in Miami this weekend shows the Optimus humanoid robot taking a nasty fall. But it’s not the fall itself that is raising eyebrows, it’s the specific hand movements the robot made on its way down, which strongly suggest it was mimicking a remote operator frantically removing a VR headset.
Humanoid robots are all the hype right now. Billions in investments are pouring in, and Elon Musk claims it will be a trillion-dollar product for Tesla, justifying its insane valuation.
The idea has been that with the advent of AI, robots in human form could use the new generalized artificial intelligence to replace humans in an increasingly larger number of tasks.
However, there are still many serious concerns about the effort, both at the ethical and technological levels.
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Technologically, most humanoid robot demonstrations have relied on remote control by human operators – pointing to a remaining gap between the software and hardware.
That was more than a year ago, and despite claims that Tesla has made “AI demos” of Optimus since, it appears the company still relies on teleoperation to control them during demonstrations.
The Tesla Optimus Miami Incident
This weekend, Tesla held an event called ‘Autonomy Visualized’ at its store in Miami. The goal was to showcase Tesla’s “Autopilot technology and Optimus.”
However, there was nothing “autonomous” at Tesla’s “autonomy” event.
Many Tesla fans were seen posting videos of a Tesla Optimus robot handing out bottles of water at the event. It was also seen posing for pictures and dancing.
On Reddit, someone posted a different video of the demonstration:
As you can see, Tesla Optimus moved its hands too quickly, causing some water bottles to drop to the ground. It then loses its balance and begins to fall backward.
But the most interesting part is that just before falling backward, both of its hands immediately shoot up to its “face” in a distinct grasping motion, as if pulling an object off its head.
The robot, of course, is not wearing anything on its head.
The motion is instantly recognizable to anyone who has used VR or watched teleoperation setups. It appears the human operator, likely located backstage or in a remote facility, removed their headset in the middle of operating the robot for unknown reasons.
Optimus faithfully replicated the motion of removing a non-existent headset as it crashed to the floor.
Here’s a look at how Tesla trained Pptimus with VR headsets in its lab:
Electrek’s Take
This is embarrassing, but not just because the robot fell. Robots fall; that’s part of the R&D process. Boston Dynamics blooper reels are legendary, and they never really eroded the company’s credibility.
The problem here is the “Wizard of Oz” moment.
The specific motion of removing the “phantom headset” destroys the illusion of autonomy Tesla tries so hard to curate.
Even recently, Musk fought back against the notion that Tesla relies on teleoperation for its Optimus demonstration. He specified that a new demo of Optimus doing kung-fu was “AI, not tele-operated”:
Musk said again during Tesla’s last earnings call in October:
“Optimus was at the Tron premiere doing kung fu, just up in the open, with Jared Leto. Nobody was controlling it. It was just doing kung fu with Jared Leto at the Tron Premier. You can see the videos online. The funny thing is, a lot of people walked past it thinking it was just a person.”
Musk keeps telling shareholders that Optimus will be the biggest product in history and that millions of units will be working in factories soon. But if they are still relying on 1:1 teleoperation to hand out water bottles right now, it feels like we are still far away from a useful generalized Optimus robot.
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After images of an the new mid-sized electric crossover were leaked by the Chinese MIIT, Nissan pulled the wraps off its all-new NX8 – and it looks so good, I’m wondering if it couldn’t spearhead the brand’s American turnaround.
Like its sedan siblings, the all-electric version of Nissan NX8 crossover rolls on an 800V system architecture and features a CATL-sourced LFP battery pack with 5C ultra-fast charging technology (xC is how many you can charge in an hour, effectively, so 60 minutes divided by 5 = it can charge in as little as 12 minutes). That battery reportedly sends power to a single electric motor putting out either 215 kW (~290 hp) or 250 kW (~335 hp), depending on model.
EREV version of the NX8, meanwhile, features a similar setup to the N6, pairing a 1.5L ICE producing 109 kW (~145 hp) with a 195 kW (~260 hp) electric motor. Expect the NX8 EREV to get slightly less than the N6’s claimed 112 miles of electric-only range (Chinese cycle).
The NX8 is expected to reach its first customers in April 2026. Take a look at some of the firs official photos of the new Nissan crossover, below, then let us know how you think this would do in the US in the comments section at the bottom of the page.
If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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