Chamath: Tesla and Google are best positioned to win AI because they are building the full-stack

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 and Google's two and the reason is because they are the closest to having that vertically integrated stack that I spoke about i think that Tesla has the best vision models now with XAI they'll have one of the best LLMs and reasoning models and they'll be able to eventually stick that on Dojo and then all of that will be in all of the physical AI that you will interact with in your daily life whether it's a robot or whether 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

Google because you'll have the Gemini family of models which just absolutely kickass like V3 which we haven't really spoke about is going to destroy Hollywood in the next year like Hollywood is done I think but they're landing model after model they have the TPU and the next generation TPU I think is exceptional they're baking quantum and then they have an entire funnel of billions of people that they can direct experiences to so Tesla 1 Google