Tesla

“Basically everything transfers and I don't think people appreciate it. Cars are robots and Tesla, I don't think is a car company. I think this is misleading. This is a robotics company, robotics at scale company, because I would say at scale is also like a who…”

“I think, personally, Tesla is ahead of Waymo, and I know it doesn't look like that, but I'm still very bullish on Tesla and its self-driving program. I think that Tesla has a software problem, and I think Waymo has a hardware problem, is the way I put it, and …”

“And I do suspect that The end-to-end systems for Tesla in, like, say, 10 years, it is just a neural net. I mean, the videos stream into a neural net and commands come out.”

“Tesla actually does use a lot of expensive sensors. They just do it at training time. So there are a bunch of cars that drive around with LIDARs. They do a bunch of stuff that like doesn't scale and they have extra sensors, et cetera, and they do mapping and a…”

“In terms of the transfer from cars to humanoids, it was not, not that much work at all. And in fact, like the early versions of Optimus the robot it thought it was a car, like, because it had the exact same computer. It had the exact same cameras. It was reall…”

“I think B to C should be the right Start point, because I don't think we can have a robot, like, crush grandma, is how I put it, sort of. I think it's like too much legal liability. It's just like, I don't think that's the right approach... So I think the best…”

“It's all about AI. Full stop. Like we talked about, you know, a few big breakthroughs that allowed us to get to where we are today. You know, content, transformers, big Ness now, you know, most recently kind of combining the Waymo AI with the congenital knowle…”

“I think Elon leaving Tesla is pretty underpriced. Or like stepping down and having someone run it. Like it says, you know, I mean, now that this year is close to done, but two percent chance, like one in 50, I don't know... I think the odds are more closer to …”

“To be fair, Elon nailed it from a business model perspective. He's been making billions of dollars of profit while developing self-driving cars, whereas everyone else has been burning billions of dollars to try to get to basically the same point.”

“Like, I think even, even someone like Tesla may start off with like a one-to-one ratio of remote operators to vehicles.”

“The Waymo stuff is super impressive, but it is worth putting an asterisk. The business model hasn't been figured out yet. The Tesla business model has been figured out.”

“So I think general availability on a FSD like system over the next five years is going to be common, just like navigation systems.”

“The autonomy stuff, you know, we go to China regularly and we test drive these vehicles. Super impressive. And better than Tesla to be like very, very clear.”

“I think we're probably Waymo's biggest employer outside of Waymo, and Cruise and Tesla, all, all of these organizations.”

“It feels to me like Optimus or some form of like Tesla robot will be one of the winners, most likely, right? High probability... The most likely global winners in robotics will be some subset of China plus Tesla plus something else, right?”

“I do think that on the topic of robots, the biggest trend perhaps, or one of the biggest trends of 20, 26, 100% will be that self-driving will really begin to matter. And that'll be both in terms of your own car. It'll be in terms of Waymo and Tesla cabs.”

“NVIDIA's self-driving car stack, by the way, number one rated safety in the world today. Number one. We just got that rating today. last week, and number two is Tesla”

“Which is why Boston Dynamics didn't make as much progress as Optimist did in the AI. You know, the things that started later on robotics just worked better because they were more AI infused.”

“We're going to go, you know, not as heavy as let's say a Waymo on perception, but heavier than let's say Tesla to build a really robust data platform on a vehicle by vehicle basis.”

“With the exception of Tesla and Rivian, every car on the road has what is called a domain-based architecture.”

“There are tokenized stocks that are out there, and the most active tokenized stock today is not Tesla. It's not the S&P index. It's actually Circle.”

“Nuclear has never had its Ford moment or its Tesla moment, if you want to put it that way.”