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Google’s DeepMind unit develops AI that predicts 3D layouts from partial images

[Credit: Google DeepMind]

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Google’s DeepMind unit, the same division that created AlphaGo, an AI that outplayed the best Go player in the world, has created a neural network capable of rendering an accurate 3D environment from just a few still images, filling in the gaps with an AI form of perceptual intuition.

According to Google’s official DeepMind blog, the goal of its recent AI project is to make neural networks easier and simpler to train. Today’s most advanced AI-powered visual recognition systems are trained through the use of large datasets comprised of images that are human-annotated. This makes training a very tedious, lengthy, and expensive process, as every aspect of every object in each scene in the dataset has to be labeled by a person.

The DeepMind team’s new AI, dubbed the Generative Query Network (GQN) is designed to remove this dependency on human-annotated data, as the GQN is designed to infer a space’s three-dimensional layout and features despite being provided with only partial images of a space.

Similar to babies and animals, DeepMind’s GQN learns by making observations of the world around it. By doing so, DeepMind’s new AI learns about plausible scenes and their geometrical properties even without human labeling. The GQN is comprised of two parts — a representation network that produces a vector describing a scene and a generation network that “imagines” the scene from a previously unobserved viewpoint. So far, the results of DeepMind’s training for the AI have been encouraging, with the GQN being able to create representations of objects and rooms based on just a single image.

As noted by the DeepMind team, however, the training methods that have been used for the development of the GQN are still limited compared to traditional computer vision techniques. The AI creators, however, remain optimistic that as new sources of data become available and as improvements in hardware get introduced, the applications for the GQN framework could move over to higher-resolution images of real-world scenes. Ultimately, the DeepMind team believes that the GQN could be a useful system in technologies such as augmented reality and self-driving vehicles by giving them a form of perceptual intuition – extremely desirable for companies focused on autonomy, like Tesla.

Google DeepMind’s GQN AI in action. [Credit: Google DeepMind]

In a talk at Train AI 2018 last May, Tesla’s head of AI Andrej Karpathy discussed the challenges involved in training the company’s Autopilot system. Tesla trains Autopilot by feeding the system with massive data sets from the company’s fleet of vehicles. This data is collected through means such as Shadow Mode, which allows the company to gather statistical data to show false positives and false negatives of Autopilot software.

During his talk, Karpathy discussed how features such as blinker detection become challenging for Tesla’s neural network to learn, considering that vehicles on the road have their turn signals off most of the time and blinkers have a high variability from one car brand to another. Karpathy also discussed how Tesla has transitioned a huge portion of its AI team to labeling roles, doing the human annotation that Google DeepMind explicitly wants to avoid with the GQN. 

Musk also mentioned that its upcoming all-electric supercar — the next-generation Tesla Roadster — would feature an “Augmented Mode” that would enhance drivers’ capability to operate the high-performance vehicle. With Tesla’s flagship supercar seemingly set on embracing AR technology, the emergence of new techniques for training AI such as Google DeepMind’s GQN would be a perfect fit for the next generation of vehicles about to enter the automotive market.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla CEO Elon Musk says flying cars are coming

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Credit: Grok Imagine

Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.

Musk said on X, in response to a post that read, “We were promised flying cars and all we got is infinite superintelligence for everyone,” “You will get flying cars.”

The post rang back to when Musk teased flying and hovering capabilities for the Tesla Roadster, the company’s supercar that has been delayed more times than anyone cares to count. It was set for an unveiling earlier this year, but it was then pushed back to August. There is still no sign of it coming.

However, that does not mean it won’t. But one of the biggest features of the Roadster that was teased was a SpaceX package that featured cold gas thrusters on the rear end that would help with white-knuckle acceleration. Another set would face the ground and would help the Roadster gain small bits of altitude, potentially helpful to jump over obstacles.

Elon Musk hints at Tesla Roadster’s “hovering” abilities in SpaceX package

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But it is not a straightforward thing for Musk. As a serial entrepreneur, he tends to spend his time on major disruptors; currently, his largest projects are artificial intelligence and compute power, as well as SpaceX’s launches that will eventually make life multiplanetary.

In the past, he has been critical of flying cars and has been in favor of tunnels, one of the big reasons he started the Boring Company. In 2017 at a TED talk, he said:

“There is a challenge with flying cars in that they’ll be quite noisy. The wind force generated will be very high. Let’s just say that if something’s flying over your head, if there are a whole bunch of flying cars all over the place, that is not an anxiety-reducing situation…You’re thinking, ‘Did they service their hubcap? Or is it going to come off and guillotine me as they’re flying past?’”

However, he’s never been against them. He has also said he’s in favor of both tunnels and flying cars.

Most recently, Musk said that anyone who wants a flying car should be able to get one. This was stated last October on the Joe Rogan Experience:

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“My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars… I think if Peter wants a flying car, we should be able to buy one.”

Whether the Roadster will be Tesla’s flying car or potentially another one remains in the mind of Musk. Of course, the Roadster will have to make its way to production lines before we find out.

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Elon Musk

SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff

Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.

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Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.

The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.

Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.

Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry

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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.

The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.

Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.

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Investor's Corner

Tesla has one big financial question to answer for investors: Morgan Stanley

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Credit: Tesla

In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.

Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.

Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.

The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”

Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”

Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”

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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.

Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.

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