Isn’t that alphabet soup just a licensee for what xAI develops?
Steve
I can NOT directly invest in any robot company… Except via TSLA.
I’m taking the investment path that’s available.
ralph has also observed what happens when you bet against Elon.
LOLOL
Would that not be by design, so the “JC” can keep all the loot for himself?
Steve
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Nah.
All the humanoid robot companies are private, pre-IPO.
Except TSLA, with Optimus.
I “could” invest in AV via Waymo GOOG.
But I happen to think both Google n Tesla n a couple others will all achieve F AV about the same time.
Once one does it, it’ll rapidly be commoditized.
I think the AV FSD first mover advantage is TSLA’s to lose. And the window of opportunity is closing.
When TSLA achieves FSD , that will move TSLA valuation needle further than will the others.
I own some NVDA. I think NVDA’s AV-platform is a viable challenge to TSLA FSD.
All those “edge cases” being worried about… NVDA “simulator” data will “imagine” those, and the AV AI will succeed. I’m not convinced that Tesla’s billions of miles of “real world” videos are truly necessary.
Uber. It is, IMO, destined for “also ran” status.
JMO of course.
I sure can be wrong!
ralph
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