Jay Powell

A lot of people on the panel were predicting this year would be the year of robotics, and they announced that they're going to have driver-assistant chips and maybe build worlds for people to simulate robots.

A lot of people on the panel were predicting this year would be the year of robotics, and they announced that they're going to have driver-assistant chips and maybe build worlds for people to simulate robots.

Which net-net, at the end of the day, I think Freiburg puts them on second, would put autonomy partners on second or third base in terms of creating technology by incorporating it into the chips and into their stack. So, Cyan, what do you think of these announcements and some of the other ones he made? I know you were excited to talk about this.

Which net-net, at the end of the day, I think Freiburg puts them on second, would put autonomy partners on second or third base in terms of creating technology by incorporating it into the chips and into their stack. So, Cyan, what do you think of these announcements and some of the other ones he made? I know you were excited to talk about this.

Then it's kind of... You think Tesla should buy Uber?

Then it's kind of... You think Tesla should buy Uber?

Well, that would be about 10% of Tesla's market cap at this point. If they paid a premium, it might be 15%. So it would be very similar to the WhatsApp.

Well, that would be about 10% of Tesla's market cap at this point. If they paid a premium, it might be 15%. So it would be very similar to the WhatsApp.

Yeah, it is true. Yeah.

Yeah, it is true. Yeah.

Yeah.

Yeah.

Well, it's a dying brand. And would the point be, I do think you're correct.

Well, it's a dying brand. And would the point be, I do think you're correct.

Well, and it's also not global. But looking at the Amazon and Waymo, Tesla, and Uber, I think Waymo plus Uber, Amazon plus Uber, or Tesla plus Uber defines who number one is, right? Because you'd have a global footprint. And for the five, 10 years, maybe 10 years it takes to roll out taxis globally, you could have people drive.

Well, and it's also not global. But looking at the Amazon and Waymo, Tesla, and Uber, I think Waymo plus Uber, Amazon plus Uber, or Tesla plus Uber defines who number one is, right? Because you'd have a global footprint. And for the five, 10 years, maybe 10 years it takes to roll out taxis globally, you could have people drive.

I mean, it's a really interesting thought process you have here, Sayan. Imagine if there was an intermediary step where They sold less Teslas this year slightly than last year. You could just keep producing lots of Model Ys and give them to the Uber drivers, keep reinforcement learning going while the taxis and regulations get set.

I mean, it's a really interesting thought process you have here, Sayan. Imagine if there was an intermediary step where They sold less Teslas this year slightly than last year. You could just keep producing lots of Model Ys and give them to the Uber drivers, keep reinforcement learning going while the taxis and regulations get set.

And then you would be able to put another, instead of selling 1.8 million Teslas, you could sell 3 million Teslas, 4 million Teslas to Uber drivers, get all that data and have the safety driver in while each region decides if they want robo-taxis, where, how, et cetera. Your thoughts, Chamath, on NVIDIA's dipping their toe into maybe taking the bottom 30% of the stack of self-driving?

And then you would be able to put another, instead of selling 1.8 million Teslas, you could sell 3 million Teslas, 4 million Teslas to Uber drivers, get all that data and have the safety driver in while each region decides if they want robo-taxis, where, how, et cetera. Your thoughts, Chamath, on NVIDIA's dipping their toe into maybe taking the bottom 30% of the stack of self-driving?