00:00:00
When you look at the stack, you're like,
00:00:02
damn, Tesla's got this. They are the
00:00:05
Google of this era. I like to sort of
00:00:09
break down the physical AI stack
00:00:12
includes not just like, oh yeah,
00:00:13
computation and I've got to have
00:00:15
physical AI models, all the things you
00:00:17
sort of think of. What about land
00:00:19
development? That should be in that
00:00:21
stack. What about chemistry? That needs
00:00:23
to be in the stack. Manufacturing needs
00:00:25
to be a stack. When you look at the
00:00:26
stack, you're like, damn, Tesla's got
00:00:29
this.
00:00:30
They are the Google of this era. What I
00:00:33
mean by that is in the 2000s, if you
00:00:35
were doing a startup in the 2000s, the
00:00:36
first question you would get is uh why
00:00:39
isn't Google going to kill you? Or why
00:00:40
isn't Google just going to do it?
00:00:42
>> Why they're going to know that they
00:00:43
killed you?
00:00:44
>> And before that, Microsoft
00:00:45
>> and before that was Microsoft in the
00:00:46
late '90s. Uber had a time 2010.
00:00:49
>> But if Uber puts that in the app,
00:00:50
>> come on. But I think in the physical AI
00:00:52
space that's sort of a Tesla
