Elon Musk

But in essence, this is our, so much love for you, Ilan and Jensen, but this in essence is a 92 alliance.

that shifted from energy to digital to the intelligence age, powered by pioneers such as Elon and Jensen, to serve humanity and create on a net new basis new economies, new jobs, and a better future for humanity, powered by the Kingdom of Saudi Arabia and the United States.

It is, and when you look at some of the benchmarks they showed in the paper around visual reasoning, I mean, everyone has been focused on multimodality.

This was the true kind of model where you could see multimodality in action in terms of, okay, we can do code.

The model can also do image generation and visual reasoning, which is what you see in Waymo.

I mean, when I think about why they're so successful with Waymo, yes, they have been doing it for the longest, but also some of it is AI that's coming from their models.

And I think that was reflected in the paper.

And look at how far they've come in the past two years from that botch model.

BART launched to now Gemini 3 model being a frontier model.

So really well executed.

And I think it was all on TPUs.

That's the other thing, right?

Right.

No NVIDIA GPUs used for training, which everyone still relies on NVIDIA for training.

So that's a big leap.

That's right.

And so, look, Google is still buying NVIDIA chips.

In fact, they are one of the top three customers for NVIDIA.

And so, when I look at, you know, how everyone is using their NVIDIA allocation, some of the workloads are training.

In fact, for meta, everything is being consumed inside, you know, meta with the family of apps for training and for