“Tesla is the Google of the Physical AI Era”
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Episode Description
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Brief Summary
Tesla is compared to Google in the AI space, emphasizing its dominance and the importance of a comprehensive AI stack.
Key points
- Tesla: The Google of Our Time. Tesla is compared to Google, dominating the physical AI stack.
Episode quotes
Transcript
When you look at the stack, you're like, damn, Tesla's got this. They are the Google of this era. I like to sort of break down the physical AI stack includes not just like, oh yeah, computation and I've got to have physical AI models, all the things you sort of think of. What about land development? That should be in that stack. What about chemistry? That needs to be in the stack. Manufacturing needs to be a stack. When you look at the stack, you're like, damn, Tesla's got this. They are the Google of this era. What I mean by that is in the 2000s, if you were doing a startup in the 2000s, the first question you would get is uh why
isn't Google going to kill you? Or why isn't Google just going to do it? >> Why they're going to know that they killed you? >> And before that, Microsoft >> and before that was Microsoft in the late '90s. Uber had a time 2010. >> But if Uber puts that in the app, >> come on. But I think in the physical AI space that's sort of a Tesla
