Chamath: Tesla and Google are best positioned to win AI because they are building the full-stack

The game here is who wins the AI prize five years from now. Shimoth, who's your number one and number two. Tesla's one and Google's two.And the reason is because they are the closest to having that vertically integrated stack that I spoke about. I think that Tesla has the best vision models. Now with XAI, they'll have one of the best LLMs and reasoning models and they'll be able to eventually stick that on Dojo.And then all of that will be in all of the physical AI that you will interact with in your daily ...