Episode 3060 CWSA 01/02/26
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How are stocks performing at the start of the year?
Let's check on our stocks. Not bad. Stocks are up a little bit. Tesla's up a little bit. All right, we're starting the year off right. Excellent. Let me make sure I can see your local comments. And then we'll have a show you've been waiting for. A show of shows. All right. That's working. Oh, come on. Typing through tears. Let's just enjoy our morning, okay? How about the simultaneous sip? Because I know why you're here.
That's working.
Whoops. Stop it. I interrupted myself. Okay, let's try that again. All you need is a copper mug, or a glass, a tank, or a chalice, or a stein, a canteen, a jug, or a flask, a vessel of any kind. Fill it with your favorite liquid. I like coffee. And join me now for the unparalleled pleasure of the dopamine of the day, the thing that makes everything better. It's called simultaneous sip. It happens now.
The simultaneity, it never disappoints. So one of the things I told you I like a lot is when people who are way smarter than me agree with me because it makes me feel smarter. So the CEO of Perplexity, that's one of the big AI apps, Arvind Srinivas, he says the biggest threat to data centers is intelligence that runs locally on your device. So I think I've been telling you for a while that the big AI companies are building enormous multi-billion dollar data centers. And as an investor, I would be concerned that things could change instantly. And one of the things that could change instantly is if somebody figured out how to do AI without the data center. Now, it seems impossible, but on the other hand, if you started with the data center training and then just added your own intelligence and your own stuff, how close could you get to a working AI that didn't need to be connected to a data center?
I think that's coming. Anyway, speaking of AI, Sam Altman of ChatGPT and OpenAI, apparently he's got a different vision than Elon Musk does about what's going to happen to your apps. So in his world, ChatGPT will have its own app store and maybe replace the Apple app store. But so far, They have not really been successful. So they have some apps, but they're not, you know, it's not doing everything a phone can do. So they think their big competition is Apple and the iPhone, but they can't quite get apps to work. I don't know if they will. Now, the difference is that Elon says there won't be apps per se. There might just be one version of AI on your your device which would look nothing like a smartphone except a screen and you know some basics so we'll see that's a pretty big deal because whoever whoever ends up owning the app or replacement app environment is going to have a business that's worth a trillion dollars
According to someone on X named Ming, I love it when I take random people I don't know about on X and act like they have a special insight. Maybe he does. Maybe Ming knows everything. Or maybe Ming is making it up because I don't know who he is. But he says that the mass production audit for Tesla's Optimus version 3, that would be the robot, has been completed. And here's the new part. Seven Chinese companies would be core suppliers. So for different parts of the robot, Tesla would employ seven Chinese companies. Now, a lot of it, I assume, would be made in the U.S., but they would be getting parts from China to assemble. Now, you remember I was telling you that the CEO of Anduril was saying that basically every electronic component that came from China had some kind of a listening device in it that might be as big as a grain of sand or a grain of rice.
Not sand, stupid. Rice. Totally different. So how much can you trust robot parts that came from China? Do you think that's safe? And what would Tesla's security be? Would they make sure that every component was free from some kind of spy device? I assume. So it's a weird time in history where we assumed that China would put malicious code or malicious hardware into every device at the same time. You probably can't make the robots without China. So is China Tesla's friend, or is it just another way China can get some control over the United States?
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