“Tesla is the Google of the Physical AI Era”

When you look at the stack, you're like, damn, Tesla's got this. They are the Google of this era. I like to sort of break down the physical AI stack includes not just like, oh yeah, computation and I've got to have physical AI models, all the things you sort of think of.What about land development. That should be in that stack. What about chemistry.That needs to be in the stack. Manufacturing needs to be a stack. When you look at the stack, you're like, damn, Tesla's got this.They are the Google of this era ...