Mandeep Singh

Yeah, and you make a great point.

The digital assistant use case within a Tesla makes perfect sense.

I mean, why would they not deploy Grok inside a Tesla as a digital assistant?

And you already have, you know, 10 million cars on the road where you could potentially deploy that.

So from that perspective, the feedback loop can be very fast in terms of, you know, them deploying the product, the feedback in terms of how well it's doing and constantly improving that.

But you need that consumer adoption because that's what all these LLMs, you're competing against Google Gemini.

Yeah, and that's where Grok so far has been kind of, I feel like they haven't really caught up in terms of implementing the right guardrails.

And people feel skeptical about implementing them on the enterprise side.

So there is work to be done on that front.

2026 will be the peak capex for a lot of these companies.

especially in terms of growth rates.

You're not going to see 50, 60% growth in CapEx going forward from these numbers.

Any time, you know, a semiconductor company right now guides to a sequential decline, even though they are being conservative, I mean, you will see this kind of stock reaction.

Right now, what we are seeing is, you know, the power of these large-angle models in coming up with a new interface, a chatbot or some sort of a simple interface where you can throw in data, you can automate, you know, steps of your workflow.

But generalizing that everything, you know, will be fully automated is a stretch.

Right now, what we are seeing is the power of these large-angle models in coming up with a new interface, a chatbot or some sort of a simple interface where you can throw in data, you can automate steps of your workflow, but generalizing that everything will be fully automated is a stretch.

Right now, what we are seeing is, you know, the power of these large language models in coming up with a new interface, a chatbot or some sort of a simple interface where you can throw in data, you can automate, you know, steps of your workflow.

But generalizing that everything, you know, will be fully automated is a stretch.

XAI has to raise more money.

And so from that perspective, they already lost $11 billion.