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the game here is who wins the AI prize five years from now shimoth who's your number one and number two tesla's one
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and Google's two and the reason is because they are the closest to having that vertically integrated stack that I
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spoke about i think that Tesla has the best vision models now with XAI they'll have one of the best LLMs and reasoning
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models and they'll be able to eventually stick that on Dojo and then all of that
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will be in all of the physical AI that you will interact with in your daily life whether it's a robot or whether
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it's a car or whether it's a robo taxi so that's number one and then number two for many of the same reasons I think
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Google because you'll have the Gemini family of models which just absolutely kickass like V3 which we haven't really
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spoke about is going to destroy Hollywood in the next year like Hollywood is done I think but they're
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landing model after model they have the TPU and the next generation TPU I think is exceptional they're baking quantum
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and then they have an entire funnel of billions of people that they can direct experiences to so Tesla 1 Google