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From: Elon Musk <[MASK]>
To: Greg Brockman <[MASK]>
CC: Sam Altman <[MASK]>
Date: Sun, Nov 22, 2015 at 7:48 PM
Subject: follow up from call
Blog sounds good, assuming adjustments for neutrality vs being YC-centric.
I'd favor positioning the blog to appeal a bit more to the general public -- there is a lot of value to having the public root for us to succeed -- and then having a longer, more detailed and inside-baseball version for recruiting, with a link to it at the end of the general public version.
We need to go with a much bigger number than $100M to avoid sounding hopeless relative to what Google or Facebook are spending. I think we should say that we are starting with a $1B funding commitment. This is real. I will cover whatever anyone else doesn't provide.
Template seems fine, apart from shifting to a vesting cash bonus as default, which can optionally be turned into YC or potentially SpaceX (need to understand how much this will be) stock.
From: Elon Musk <[MASK]>
To: Ilya Sutskever <[MASK]>, Greg Brockman <[MASK]>
Date: Thu, Feb 1, 2018 at 3:52 AM
Subject: Fwd: Top AI institutions today
[MASK] is exactly right. We may wish it otherwise, but, in my and [MASK]’s opinion, Tesla is the only path that could even hope to hold a candle to Google. Even then, the probability of being a counterweight to Google is small. It just isn't zero.
Begin forwarded message:
From: [MASK] <[MASK]>
To: Elon Musk <[MASK]>
Date: January 31, 2018 at 11:54:30 PM PST
Subject: Re: Top AI institutions today
Working at the cutting edge of AI is unfortunately expensive. For example, [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] In addition to DeepMind, Google also has Google Brain, Research, and Cloud. And TensorFlow, TPUs, and they own about a third of all research (in fact, they hold their own AI conferences).
I also strongly suspect that compute horsepower will be necessary (and possibly even sufficient) to reach AGI. If historical trends are any indication, progress in AI is primarily driven by systems - compute, data, infrastructure. The core algorithms we use today have remained largely unchanged from the ~90s. Not only that, but any algorithmic advances published in a paper somewhere can be almost immediately re-implemented and incorporated. Conversely, algorithmic advances alone are inert without the scale to also make them scary.
It seems to me that OpenAI today is burning cash and that the funding model cannot reach the scale to seriously compete with Google (an 800B company). If you can't seriously compete but continue to do research in open, you might in fact be making things worse and helping them out “for free”, because any advances are fairly easy for them to copy and immediately incorporate, at scale.
A for-profit pivot might create a more sustainable revenue stream over time and would, with the current team, likely bring in a lot of investment. However, building out a product from scratch would steal focus from AI research, it would take a long time and it's unclear if a company could “catch up” to Google scale, and the investors might exert too much pressure in the wrong directions. The most promising option I can think of, as I mentioned earlier, would be for OpenAI to attach to Tesla as its cash cow. I believe attachments to other large suspects (e.g., Apple? Amazon?) would fail due to an incompatible company DNA. Using a rocket analogy, Tesla already built the “first stage” of the rocket with the whole supply chain of Model 3 and its onboard computer and a persistent internet connection. The “second stage” would be a full self-driving solution based on large-scale neural network training, which OpenAI expertise could significantly help accelerate. With a functioning full self-driving solution in ~2-3 years we could sell a lot of cars/trucks. If we do this really well, the transportation industry is large enough that we could increase Tesla's market cap to high O(~100K), and use that revenue to fund the AI work at the appropriate scale.
I cannot see anything else that has the potential to reach sustainable Google-scale capital within a decade.
[MASK]
From: Elon Musk <[MASK]>
To: Ilya Sutskever <[MASK]>, Greg Brockman <[MASK]>
CC: Sam Altman <[MASK]>, [MASK] <[MASK]>
Date: Wed, Dec 26, 2018 at 12:07 PM
Subject: I feel I should reiterate
My probability assessment of OpenAI being relevant to DeepMind/Google without a dramatic change in execution and resources is 0%. Not 1%. I wish it were otherwise.
Even raising several hundred million won't be enough. This needs billions per year immediately or forget it.
Unfortunately, humanity's future is in the hands of [MASK].
[MASK]
And they are doing a lot more than this.
[MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK] [MASK]
I really hope I'm wrong.
Elon
From: Elon Musk <[MASK]>
To: Sam Altman <[MASK]>, Ilya Sutskever <[MASK]>, Greg Brockman <[MASK]>
Date: Sat, Jan 2, 2016 at 8:18 AM
Subject: Fwd: congrats on the falcon 9
Begin forwarded message:
From: [MASK] <[MASK]>
To: Elon Musk <[MASK]>
Date: January 2, 2016 at 10:12:32 AM CST
Subject: congrats on the falcon 9
Hi Elon
Happy new year to you, [MASK]!
Congratulations on landing the Falcon 9, what an amazing achievement. Time to build out the fleet now!
I've seen you (and Sam and other OpenAI people) doing a lot of interviews recently extolling the virtues of open sourcing AI, but I presume you realise that this is not some sort of panacea that will somehow magically solve the safety problem? There are many good arguments as to why the approach you are taking is actually very dangerous and in fact may increase the risk to the world. Some of the more obvious points are well articulated in this blog post, that I'm sure you've seen, but there are also other important considerations:
http://slatestarcodex.com/2015/12/17/should-ai-be-open/
I’d be interested to hear your counter-arguments to these points.
Best
[MASK]
From: Ilya Sutskever <[MASK]>
To: Elon Musk <[MASK]>, Sam Altman <[MASK]>, Greg Brockman <[MASK]>
Date: Sat, Jan 2, 2016 at 9:06 AM
Subject: Fwd: congrats on the falcon 9
The article is concerned with a hard takeoff scenario: if a hard takeoff occurs, and a safe AI is harder to build than an unsafe one, then by open-sourcing everything, we make it easy for someone unscrupulous with access to an overwhelming amount of hardware to build an unsafe AI, which will experience a hard takeoff.
As we get closer to building AI, it will make sense to start being less open. The Open in OpenAI means that everyone should benefit from the fruits of AI after it's built, but it's totally OK to not share the science (even though sharing everything is definitely the right strategy in the short and possibly medium term for recruitment purposes).
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