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Will Summerlin
@WSummerlinAI
Managing Partner at Autopilot (@hqautopilot). Investor @xAI, @replit, @fluidstack, @skyryse, @AyarLabs, @RadiantNuclear, @Mach_Industries Prev: @ARKInvest
willsummerlin.com
Joined March 2021
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22.8K
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  • user avatar
    Will Summerlin
    @WSummerlinAI
    Feb 10, 2023
    Game theory on the Bing announcement… Microsoft is trying to lower Google’s search margins which will make it harder for Google to continue running Cloud and other competitive businesses at a loss. Google processes ~8.5 billion searches per day. The noise around Bing/AI
    921K
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    Will Summerlin
    @WSummerlinAI
    Jul 10, 2021
    The Vision vs. Lidar debate is reminiscent of the AC vs. DC battle of the late 1880s. Direct Current (DC) systems, as proposed by Thomas Edison, worked reasonably well but could not transfer power over long distances. (1/5)
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    Will Summerlin
    @WSummerlinAI
    Aug 20, 2021
    So much to unpack from Tesla AI day. Here are a few key takeaways:
  • user avatar
    Will Summerlin
    @WSummerlinAI
    Mar 26, 2021
    How much would it cost to train a neural network the size of a human brain? (thread)
  • user avatar
    Will Summerlin
    @WSummerlinAI
    Mar 26, 2021
    Replying to @WSummerlinAI
    But neural network training efficiency has been doubling every 16 months. If this trend continues, the cost of training will likely decline as follows: 2024: $325mm 2028: $40mm 2032: $5mm
  • user avatar
    Will Summerlin
    @WSummerlinAI
    Aug 3, 2021
    MIT CS PhD: “I want to solve cancer with AI!” FAANG: "Good for you. Here's $1.2mm/yr. Make people look at their screen for an additional 0.85 seconds."
  • user avatar
    Will Summerlin
    @WSummerlinAI
    Mar 30, 2021
    The evolution of competitive advantages: 1900s: Economies of Scale 2000s: Network Effects 2020s: Data Advantages 1/14
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    Will Summerlin
    @WSummerlinAI
    Jul 10, 2021
    Replying to @WSummerlinAI
    Telsa won the currents battle with AC. And I think Tesla will win the FSD battle with Vision. In both cases, scalability matters. (But ironically, Tesla superchargers are DC systems!) (5/5)
  • user avatar
    Will Summerlin
    @WSummerlinAI
    Mar 26, 2021
    Replying to @WSummerlinAI
    GPT-3 has 175B parameters (3.14E+23 flops) and it cost ~$4.6mm to train (2020). The human brain has at least 100T synapse (parameters). Assuming linear scaling of compute requirements, the cost to train a “human brain” in 2021 would be more than $2B.
  • user avatar
    Will Summerlin
    @WSummerlinAI
    Mar 25, 2021
    hello world
  • user avatar
    Will Summerlin
    @WSummerlinAI
    May 2, 2022
    AI is the next great platform shift. It will create an order of magnitude more value than mobile, cloud, etc. Companies that embrace it will likely see massive upside. Companies that don’t will be disrupted. Surprisingly few companies are investing accordingly.
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    Will Summerlin
    @WSummerlinAI
    Apr 1, 2021
    Training a neural network
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    Will Summerlin
    @WSummerlinAI
    Jul 13, 2025
    The idea of convincing people to become entrepreneurs is ridiculous. If you need to be convinced, you shouldn’t do it. Starting a company is totally irrational—you need to be obsessed and committed to a painful, decade-long grind. Most people are better off as employees.
    977K
  • user avatar
    Will Summerlin
    @WSummerlinAI
    Aug 20, 2021
    Replying to @WSummerlinAI
    My take: AI is likely advancing far faster than most people realize. And Tesla appears to be the leader when it comes to real-world AI. The visual perception stack and training pipeline are extensible to many use cases beyond FSD (Tesla Bot?), and the data advantages are real.