Part 7/9:
The key tenet of the discussion was the duality of data types necessary for developing AGI: real-world data, particularly visual data collected through Tesla's fleet of vehicles, and language data from platforms like Twitter. Palihapitiya argued that without Tesla's rare combination of these two data types, other companies face nearly impossible challenges in matching Tesla's progress.
He reiterated that investors may sleep on Tesla at their peril, as the potential of humanoid robots emerges as a compelling growth avenue. Friedberg, another participant, described this market as “mind-blowingly ginormous,” reinforcing the idea that Tesla’s investment in AI will yield enormous dividends in the future.