Jay Powell

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?

I think it's a toy, a hobbyist kind of device that becomes like a bridge. And we see this often in technology where somebody creates, like even the original PCs, let's face it, they were kind of like toys and hobbyist devices, Arduinos, and the original drones were kind of hobbyist.

I think it's a toy, a hobbyist kind of device that becomes like a bridge. And we see this often in technology where somebody creates, like even the original PCs, let's face it, they were kind of like toys and hobbyist devices, Arduinos, and the original drones were kind of hobbyist.

So we're talking about maybe two or three different pieces here, Freebird. Which one do you think is super interesting than this $3,000 sort of GPU for your desktop that you attach to your computer? You get to play with things locally. Do you think that's promising? Where would that go, if you have to guess?

So we're talking about maybe two or three different pieces here, Freebird. Which one do you think is super interesting than this $3,000 sort of GPU for your desktop that you attach to your computer? You get to play with things locally. Do you think that's promising? Where would that go, if you have to guess?

Explain to the audience, Freeberg, why having the computer at the edge is beneficial for those folks who might not know.

Explain to the audience, Freeberg, why having the computer at the edge is beneficial for those folks who might not know.

You don't have it losing your phone connection and then not knowing what to do.

You don't have it losing your phone connection and then not knowing what to do.

Mac Mini 4, yeah.

Mac Mini 4, yeah.

I just can't run an operating system in the traditional sense. Sam, when we look at startups, I remember when you and I started investing, two of the driving forces was free storage, free bandwidth, and cloud computing. It drove a lot of ability to get a product to market very quickly, effectively, etc. What impact will AI have on all these startups that are being...

I just can't run an operating system in the traditional sense. Sam, when we look at startups, I remember when you and I started investing, two of the driving forces was free storage, free bandwidth, and cloud computing. It drove a lot of ability to get a product to market very quickly, effectively, etc. What impact will AI have on all these startups that are being...

So picking the winner is going to be hard to figure out.