Doug

If they have, Tesla has the amount of data that can fill an ocean, and Waymo and everybody else has a swimming pool of data, right? The scale is that different. What Andre said is that there's actually a lot of translation from car vision processing over to robotics processing.

If they have, Tesla has the amount of data that can fill an ocean, and Waymo and everybody else has a swimming pool of data, right? The scale is that different. What Andre said is that there's actually a lot of translation from car vision processing over to robotics processing.

If they have, Tesla has the amount of data that can fill an ocean, and Waymo and everybody else has a swimming pool of data, right? The scale is that different. What Andre said is that there's actually a lot of translation from car vision processing over to robotics processing.

That it's actually very similar of how you manage self-driving and process all that visual information to having a physical robot that's moving through your house. I don't know enough about robotics to know if that's true. It's probably oversimplifying things.

That it's actually very similar of how you manage self-driving and process all that visual information to having a physical robot that's moving through your house. I don't know enough about robotics to know if that's true. It's probably oversimplifying things.

That it's actually very similar of how you manage self-driving and process all that visual information to having a physical robot that's moving through your house. I don't know enough about robotics to know if that's true. It's probably oversimplifying things.

But in theory, that gives them this massive advantage, again, over the Boston Dynamics, who make this funny prototype that they show once a year. These guys actually have an insane amount of data to work off of.

But in theory, that gives them this massive advantage, again, over the Boston Dynamics, who make this funny prototype that they show once a year. These guys actually have an insane amount of data to work off of.

But in theory, that gives them this massive advantage, again, over the Boston Dynamics, who make this funny prototype that they show once a year. These guys actually have an insane amount of data to work off of.

Editor, cut this from the episode. I don't believe that the robot thing will work. This seems way too optimistic. Optimistic, if you will.

Editor, cut this from the episode. I don't believe that the robot thing will work. This seems way too optimistic. Optimistic, if you will.

Editor, cut this from the episode. I don't believe that the robot thing will work. This seems way too optimistic. Optimistic, if you will.

Get over here! Okay, and then last thing, and then we can conclude the whole argument, is battery storage. So it's easy to think of Tesla just as a car company, but they do a ton of work with batteries. So their growth, actually, I have an article here. The growth that they've had with batteries is insane.

Get over here! Okay, and then last thing, and then we can conclude the whole argument, is battery storage. So it's easy to think of Tesla just as a car company, but they do a ton of work with batteries. So their growth, actually, I have an article here. The growth that they've had with batteries is insane.

Get over here! Okay, and then last thing, and then we can conclude the whole argument, is battery storage. So it's easy to think of Tesla just as a car company, but they do a ton of work with batteries. So their growth, actually, I have an article here. The growth that they've had with batteries is insane.

You can see this. They've had 2024 figures represent a 214% leap in storage deployment. So Tesla is leading the market globally in selling batteries and power packs and storage solutions. And this is only going to grow a little bit like the guy who sold pans to the gold miners in the gold rush.

You can see this. They've had 2024 figures represent a 214% leap in storage deployment. So Tesla is leading the market globally in selling batteries and power packs and storage solutions. And this is only going to grow a little bit like the guy who sold pans to the gold miners in the gold rush.

You can see this. They've had 2024 figures represent a 214% leap in storage deployment. So Tesla is leading the market globally in selling batteries and power packs and storage solutions. And this is only going to grow a little bit like the guy who sold pans to the gold miners in the gold rush.

Like all the other EVs don't have this kind of power management system and technology and deployment, right? So in theory, just in the same way that Tesla's superchargers are the de facto chargers across the nation, right? They can also be-

Like all the other EVs don't have this kind of power management system and technology and deployment, right? So in theory, just in the same way that Tesla's superchargers are the de facto chargers across the nation, right? They can also be-