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the game here is who wins the AI prize
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five years from now shimoth who's your
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number one and number two tesla's one
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and Google's two and the reason is
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because they are the closest to having
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that vertically integrated stack that I
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spoke about i think that Tesla has the
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best vision models now with XAI they'll
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have one of the best LLMs and reasoning
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models and they'll be able to eventually
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stick that on Dojo and then all of that
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will be in all of the physical AI that
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you will interact with in your daily
00:00:32
life whether it's a robot or whether
00:00:34
it's a car or whether it's a robo taxi
00:00:36
so that's number one and then number two
00:00:38
for many of the same reasons I think
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Google because you'll have the Gemini
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family of models which just absolutely
00:00:44
kickass like V3 which we haven't really
00:00:46
spoke about is going to destroy
00:00:47
Hollywood in the next year like
00:00:49
Hollywood is done I think but they're
00:00:51
landing model after model they have the
00:00:53
TPU and the next generation TPU I think
00:00:55
is exceptional they're baking quantum
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and then they have an entire funnel of
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billions of people that they can direct
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experiences to so Tesla 1 Google
