Jaden Shafer

So it's really, really wild, just the numbers that go into all of this.

And unfortunately, I think it really makes it so there's not a lot of competition in the market.

All right.

The third thing I want to talk about is opening eyes robotics pivot.

So we already talked about robots walking around the White House.

Recently, I gave an episode about opening eyes, shutting down Sora, their video model.

This is a bit of an update.

The new detail is that the compute that they're basically turning off for Sora.

So it was kind of very computationally intensive to run that video model.

So they're shutting that down and they're actually going to be giving that directly to robotics research.

You can see this figure robot obviously is a big deal.

a lot of, uh, Optimus robots coming out of Tesla and everything there.

This is a big deal.

And so opening, I think is really focusing on maybe if they don't own the robotics company, right?

Like Elon owns Tesla with the Optimus robots and he owns Grok.

So obviously he's going to put Grok into those.

If they can't have that kind of, uh,

distribution where they own the robot company, maybe they need to start thinking about, well, you know, if they don't currently own one, maybe they need to start thinking about how they can own one.

So they're not just, you know, making these kind of partnerships where they're working with figure other people to get in, but their AI could be swapped out.

So I think they're putting a lot of these resources into a much into a really interesting kind of field.