Chris Williamson

He's starting to build robo taxis that are fully autonomous, no steering wheel.

Thinking that the autonomy curve is there, and he talks about this being one of the biggest markets of all time, and that Optimus is even bigger.

He's also now, I think this is underrated because it's a

not a consumer product, but they are building an unbelievable amount of batteries, which is powering the kind of like solar to battery grid conversion, which is going to speed up energy that drives all the compute for the AI revolution.

And then there's a whole nother kind of, they are backwards vertically integrated.

They're producing, they've just built a new lithium refinery.

And so they're like, we are supply constrained in many cases.

And so they're like working backwards further and further into their supply chain.

Yeah.

He did say he thinks Tesla is going to have a factory on the moon, which like, I don't know.

I don't know if these companies all end up kind of smashed together eventually or what, but he did.

X is now owned by XAI, which is now owned by SpaceX.

So there's some sort of congealing, but I don't know if Tesla and SpaceX will merge at some point.

Yeah.

What about these humanoid robots?

I mean, I don't know.

It's either going to be one of the biggest markets of all time that totally like breaks the economy and ushers in this crazy era of abundance.

But I think it'll be slow adoption just because people are slow to adopt things that are in particular when they're like in the uncanny valley.

So commercial uses, I think there'll be like a ton of them in factories and stuff like that.

But also some of the robotics engineers come in and say like humanoid is...