Uber fouinder, Travis Kalanick: the dominant force in the coming physical AI age. That's Tesla ( inference silicon, real-world data, battery chemistry, and manufacturing )

In every tech era, there is one company that investors fear. In the past, startups died because Google or Uber could add a feature and erase a competitor’s value.

Today, Tesla holds that same intimidating position in the realm of robotics and physical automation.

"When you look at the PHysical AI stack, you’re like, "Damn, Tesla’s got this." They are the Google of this era."

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From 'All-In Podcast' YT channel (link in comment)