Nathaniel Whittemore

Musk told investors on the call, This year for Tesla is the first major steps as we increase vehicle autonomy and begin to produce Optimus robots at scale.

We're making very, very big investments.

So this is going to be a very big capex here.

That is deliberate because we're making big investments for an epic future.

Back in July of last year, 0xmo on Twitter wrote, Tesla will acquire XAI.

There's no way around it.

Grok will be the brain for Optimus, so you can't have the brain and the body made by different teams.

It doesn't get you the best product, and it's not Elon style.

I give it around 12 months.

Reflecting on the recent news, the same account wrote, Tesla is investing in XAI and collaborating even closer.

It's happening.

Now that is going to do it for our headlines, but for the rest of today, we are going to stay on public market themes.

Moving now to ask, are markets still worried about an AI bubble?

All right, friends, quick break to talk about a question I hear constantly.

How do you actually move from AI experimentation to production without getting buried in infrastructure decisions?

That's where Rackspace AI Launchpad comes in.

It's a fully managed service designed to help enterprises build, test, and scale AI workloads through a guided phased approach.

With AI Launchpad, Rackspace manages the infrastructure, GPUs, and core tooling so teams can focus on validating use cases instead of building environments from scratch.

You start with a proof of concept, move into a real pilot, and then scale into production on managed, enterprise-grade GPU infrastructure.

Whether you're testing inference at the edge, fine-tuning foundation models, or standing up a production pipeline, the goal is the same.