Josh Kale

Yeah.

What about NVIDIA?

Where would you classify NVIDIA?

Because I suppose if we're putting data, like if Google has like an almost monopoly on data in the intelligence category.

Yeah.

I suppose you could also put NVIDIA there because it has like a somewhat monopoly on chip production and you need chips to have intelligence.

Like in order to get intelligence, you need energy, you need data, you need chips, and you need the model itself, right?

So maybe NVIDIA belongs in the intelligence category?

Yeah, so I think if we're saying whichever company wins this race to get over this capitalistic event horizon, they are going to be building their own chips.

It's most likely.

I suppose the difference that you just described, the difference between Google's hardware and Apple's hardware is it's bit-oriented hardware.

It's internet-oriented hardware, where Tesla is atom-oriented hardware.

I think that's kind of the emphasis you're making.

And not only that- The cyber cab Tesla network, it's going to displace Uber, Lyft, all ride sharing maybe because Tesla just produces its own cars.

And now transportation is essentially at the cost of Tesla.

which is free because they have batteries and energy and stuff.

Is that kind of what you're talking about?

So we talked about why Google has the advantage over Anthropic or OpenAI is because they have capital.

They can scale like Google can stumble and recover.

But if OpenAI stumbles, like if it invests a billion dollars into building a social network that no one uses, that's almost like catastrophic for them because they just invested so much into that.