Vollset is bullish on Tesla for its proprietary real-world training data
Einar Vollset · Episode 823 | Hot Take Tuesday: Is A.I. Killing B2B SaaS?, ChatGP... · Mar 10, 2026 · at 23:06
Einar Vollset discusses data constraints in AI training and why real-world physical data gives Tesla an edge.
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“You're just gonna run out of training data, which is actually why I'm slightly bullish, quite bullish, actually, on Tesla, despite their enormous thing, because like, one of the interesting things about Tesla is like, someone told me this, which stats probably not correct, but it's something along the lines of this. It's like every second, Tesla, the network of Tesla cars gets like a lifetime's worth of a driving experience every second or every millisecond or something crazy. But that's raw data, right? That's like raw, real training data. Which like, you're not generating that kind of like text textual data, but in and of itself.”
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