RT Mark Kretschmann (@mark_k)Upcoming AI releases and features by @xAIwith estimated dates* Grokipedia (10/2025)* Grok 4.2 (11/2025)* Grok Imagine - longer videos (11/2025)* Image editing model (12/2025)* Grok X algorithm (12/2025)* Grok 5 (01/2026) https://t.co/u0pP055WO2 ...

Core Insights - Tesla's CEO Elon Musk emphasized a critical transformation point for the company, aiming to evolve from an automotive firm to an AI-powered technology and energy powerhouse by 2025 [1] - Despite record vehicle sales and a growing energy-storage business, the company's current financial performance shows mixed results, with significant declines in profitability and margins [2][4] Financial Performance - Tesla reported third-quarter revenue of approximately $28.1 billion, reflecting a year-on-year increase of about 12% [4] - Vehicle deliveries increased by 7.4% year-over-year, totaling 497,009 vehicles [4] - Operating income fell by 40% to around $1.6 billion, leading to an operating margin of only 5.8% [4] - Adjusted earnings per share decreased by 31% to $0.50, missing consensus estimates [4] - Gross margin dropped to 18%, down from 19.8% the previous year, attributed to price cuts to maintain demand amid rising competition [4] Future Outlook - Musk highlighted advancements in AI, including the "Grok 5" model and plans for cars that "feel like living creatures" under new AI systems [5] - Tesla aims to begin production of its humanoid robot, Optimus, next year, with a target of producing up to one million units annually once scaling begins [5] - The company anticipates a significant increase in capital expenditures in 2026 to support AI chip design, Optimus production, and full self-driving infrastructure [5] - Tesla ended the quarter with a cash balance of $41.6 billion and free cash flow of $3.9 billion [5]

Core Insights - Elon Musk predicts a 10% probability of achieving Artificial General Intelligence (AGI) with the development of the Grok 5 large language model by xAI, with this probability on a continuous upward trend [1][3] Group 1: Definition and Capabilities of AGI - Musk defines AGI as an intelligent system capable of completing all tasks that humans can achieve through computer assistance, emphasizing that its capabilities will not exceed the collective level of human and computer collaboration [3] - Current mainstream AI models focus on specific task optimization, while AGI requires cross-domain knowledge transfer, autonomous learning, and creative thinking, which are core human abilities [3] Group 2: Grok Series Models and Technological Advancements - The Grok series models, particularly Grok-1 and Grok-1.5V, have shown significant advancements, with Grok-1 achieving performance close to LLaMA 2 using only half the training resources, and Grok-1.5V capable of generating Python code from visual information [3] - Grok 5 is viewed as a critical milestone for xAI, with a new architecture design that may reduce reliance on massive data sets and lower training costs through a more efficient self-learning system [3][4] Group 3: Competitive Edge and Resource Utilization - Musk humorously claims that Grok 5 has surpassed the performance of Canadian deep learning expert Andrej Karpathy in the AI engineering field, who previously advocated for the "model size equals performance" paradigm [4] - xAI has achieved breakthroughs in resource utilization by optimizing its training stack, which is based on a custom framework utilizing Kubernetes, Rust, and JAX [4]

IT之家注意到，在上周的一则 X 平台帖子中，马斯克指出："我目前估计 Grok 5 实现 AGI 的概率为 10%，并且还在上升。"在另一条帖子中，他还补充 称："Grok 5 将是通用人工智能，或至少达到与之无法区分的水平。"尽管 Grok 5 尚未正式发布，但马斯克的这些言论无疑已大幅提升了外界期待。 通用人工智能（AGI）指的是在思维、推理及其他认知任务方面，能够达到甚至显著超越人类智能水平的 AI 系统。一旦实现 AGI，从机器人技术到制造业 等众多行业均有望迎来显著变革与飞跃。 根据国际关系与可持续发展研究中心（CIRSD）的一份报告，AGI 最终可能为"人工超级智能"（ASI）铺平道路。这种 ASI 不仅将超越 AGI，其智能水平甚 至可能超过全人类智慧的总和。 IT之家 10 月 21 日消息，埃隆・马斯克近日分享了他对 Grok 5 能力迄今最为乐观的预测。他在 X 平台（原 Twitter）上发帖表示，他目前认为 xAI 公司即将 推出的这款大型语言模型更新版本，有 10% 的可能性实现通用人工智能（AGI），且这一概率仍在上升。 就在上个月，马斯克曾估计，xAI 有可能通过 Grok 5 ...

Core Viewpoint - The interaction between Elon Musk and Andrej Karpathy highlights a potential collaboration rather than competition in the AI programming space, with Karpathy preferring to work with AI systems like Grok 5 instead of competing against them [1][8][25]. Group 1: Interaction Dynamics - Musk invited Karpathy to a programming challenge with Grok 5, reminiscent of historical matches like "Kasparov vs. Deep Blue," but Karpathy declined, citing a lack of competitive advantage [1][8]. - Following the invitation, Musk retweeted Karpathy's praise for Tesla's autonomous driving, indicating ongoing interest in Karpathy's insights [2][12]. - The online community expressed eagerness to see a face-off between Karpathy and Grok 5, speculating on the implications of such a match for AI development [11][12]. Group 2: Background on Karpathy - Karpathy was a founding member of OpenAI and served as the director of AI and Autopilot vision at Tesla, significantly contributing to the development of Tesla's autonomous driving capabilities [19][20]. - After leaving Tesla in July 2022, Karpathy shifted focus to AI research and education, founding his own company, Eureka Labs, while maintaining a positive relationship with Musk [20][25]. - Despite his departure from Tesla, Karpathy has expressed a willingness to return, and Musk has shown openness to this possibility, suggesting a strong professional rapport [20][25].

Core Viewpoints - Karpathy believes that achieving AGI will take approximately 10 years, and current optimistic predictions are often driven by funding needs. He uses the metaphor "summoning a ghost rather than building an animal" to emphasize that AI generates outputs by mimicking internet data, which is different from biological evolution of intelligence [3]. - He highlights the inefficiencies of reinforcement learning (RL), noting issues such as high variance and noise, which he compares to drawing supervisory signals through a straw. He also points out that automated credit allocation and LLM judges can be exploited, limiting their development [3]. - Karpathy identifies cognitive deficiencies in LLMs, stating they lack continuous learning, multimodal capabilities, and emotional drive, relying instead on context windows rather than long-term memory. He warns of the risk of "model collapse," leading to decreased diversity in generated data [3]. - He argues that AGI will not trigger an economic explosion but will instead integrate smoothly into a 2% GDP growth curve, continuing the automation wave. The process of technological diffusion and social adaptation will be gradual, with no evidence of "discrete jumps" [3]. Education and Adaptation - Karpathy has established the Eureka educational institution, aimed at redesigning the education system to help individuals enhance their cognitive abilities in the AI era, preventing marginalization by technological advancements. Its core mission is to create efficient "ramps to knowledge," enabling learners to maximize their "Eurekas per second" [10]. - He emphasizes the need for time and educational support for AI development rather than relying on short-term technological breakthroughs. He does not foresee AI replacing human labor in the short term but rather focuses on cultivating human capabilities to coexist with AI through education, such as promoting multilingualism and broad knowledge [10][11]. - Karpathy's core viewpoint is not one of skepticism towards AI but rather an emphasis on the gradual development of AI and the proactive adaptation of humanity. He believes that AI will not rapidly disrupt the world but will require long-term optimization, with humans needing to enhance their skills to thrive alongside AI [11].

Core Viewpoint - The article discusses the interaction between Elon Musk and Andrej Karpathy, highlighting Karpathy's refusal to compete with Musk's AI model, Grok 5, and the implications of their relationship in the context of AI development and collaboration [2][12][39]. Group 1: Interaction Dynamics - Musk invited Karpathy to a programming duel with Grok 5, reminiscent of the famous chess match between Kasparov and Deep Blue [1][11]. - Karpathy declined the challenge, stating that competing would diminish his value, as he sees more merit in collaboration than competition [2][12]. - The online community expressed eagerness to see a showdown between Karpathy and Grok 5, speculating on the potential outcomes and implications for AI development [16][20]. Group 2: Historical Context - Karpathy was a key figure at Tesla, where he significantly expanded the AI and Autopilot team and contributed to the development of Tesla's autonomous driving capabilities [33]. - After leaving Tesla in July 2022, he briefly joined OpenAI before founding his own AI education company, Eureka Labs [34][39]. - Despite their professional separations, both Musk and Karpathy have maintained a positive relationship, with Musk frequently expressing admiration for Karpathy's skills and contributions [37][39]. Group 3: Future Speculations - There is speculation about whether Karpathy will return to work with Musk, especially given Musk's ongoing interest in Karpathy's expertise and the potential for collaboration in AI [28][30]. - The article suggests that the future of their relationship could involve either continued independent pursuits by Karpathy or a possible reunion with Musk's ventures [39].

RT DogeDesigner (@cb_doge)🚨 BREAKING: Elon Musk just challenged Andrej Karpathy to face Grok 5 in an AI coding match, like a modern Kasparov vs Deep Blue moment.Human v/s AGI is on! 🍿 https://t.co/d9frOdeox6 ...

Group 1 - Elon Musk predicts a 10% probability of Grok 5 achieving Artificial General Intelligence (AGI), with the likelihood increasing over time [2][5] - Musk defines AGI as the capability to perform all tasks that humans can accomplish with computers, but notes that it will not surpass the combined intelligence of all humans and computers [5][6] - Musk humorously claims that Grok 5 is stronger in AI engineering than Canadian expert Andrej Karpathy [6] Group 2 - OpenAI CEO Sam Altman expressed willingness to resolve conflicts with Musk and collaborate on advancing AGI development [6]

Group 1: European Active ETF Market - The European active ETF market is experiencing significant growth, with assets doubling to €62.4 billion by August 2025, reflecting a 12% increase from the end of 2024 [3][4][9] - Major players like Royal London and M&G Plc (MNG) are entering the market, indicating increased competition and a response to rising investor demand for transparent and liquid investment products, particularly in fixed income [3][4][9] - Europe is approximately five years behind the US in active ETF adoption, suggesting substantial potential for further growth in this sector [4] Group 2: US-China Trade Dispute - A new phase in the US-China trade conflict has emerged, with both nations implementing reciprocal port fees on shipping vessels, effective October 14, leading to significant disruptions in global cargo flows [5][6][9] - The Shanghai Containerized Freight Index (SCFI) increased by 12.9%, reaching a four-week high due to the new transpacific route fees, indicating rising shipping rates and potential impacts on consumer costs [6] - Estimates suggest that 13% of crude tankers and 11% of container ships in the global fleet could be affected by these new fees, with implications for energy and grain imports [6] Group 3: On Holding AG Lawsuit - On Holding AG (ONON) is facing a class-action lawsuit from customers alleging that its shoes emit a "loud, embarrassing" squeak, raising concerns about quality control and brand reputation [7][8][9] - The company's stock has seen a decline of -3.64% over the past week and -16.24% over the last year, indicating potential financial repercussions from the lawsuit [8] Group 4: Elon Musk's xAI Developments - Elon Musk has increased his confidence in xAI's Grok 5 achieving Artificial General Intelligence (AGI), estimating a 10% and rising probability, following strong performance from Grok 4 on the ARC-AGI benchmark [10][11][9] - xAI, established in March 2023, is rapidly growing and leveraging its Colossus supercomputer cluster, with plans to launch Grok 5 potentially before the end of 2025 [11]