“AI scaling laws. You can put in exponentially more money to get linear returns.”
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More from George Hotz
PredictionNot checkable as stated
Hotz: AI application wrappers like Cursor and Windsurf will fail
“And then on top you have, like, completely worthless things like cursor and windsurf you know, these character AI, all these people who think, oh, we're the app, we're gonna get the ARR. No, that worked in the web, it won't work for AI”
George HotzJun 21, 2025▶ 1:57:33Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
AssertionNot checkable as stated
Hotz: Waymo robotaxis require approximately 1.2 remote human operators per car
“There's probably about, I would say there's 1.2 operators per car. But it's not, they don't have a steering wheel and pedals. It is an autonomous system that they're probably doing some higher level inputs on.”
George HotzJun 21, 2025▶ 2:06:15Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
Opinion
Hotz: AI is a far better military technology than nuclear weapons
“So, like, as a military technology, nukes are not that good. AI is way better.”
George HotzJun 21, 2025▶ 1:52:02Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
PredictionNot checkable as stated
Hotz: Robotaxis will be a scooter-style capital race to the bottom
“Self-driving cars look like scooters. The only thing that it's going to take to roll out big fleets of self-driving cars is capital, right? It's just strictly a capital market... So self-driving cars are going to be this awesome race to the bottom, right? It's…”
George HotzJun 21, 2025▶ 2:09:14Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
Insight
Hotz: Robotic arm hardware is good enough, robotics is strictly software
“The arms are already good enough. It's the off the shelf arms are fine. It's all software. Again, it's always all software. Autonomous vehicles are all software. Robotics is all software”
George HotzJun 21, 2025▶ 2:12:29Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
PredictionNot checkable as stated
Hotz: Shift to diffusion AI models will erode centralized cloud moats
“With AI, I think there's going to be a much less of a moat. Especially when you look at the move from autoregression to diffusion. So autoregression can run in large batch sizes. When you run ChatGPT, you're running with a whole bunch of other people on that s…”
George HotzJun 21, 2025▶ 2:19:17Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
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