Part 5/11:
Kathy Wood, a prominent investor, highlighted Elon Musk's strategic plays, particularly emphasizing the convergence of robotics, energy storage, and AI. She discussed Tesla's Optimus humanoid robot project, which she suggests is valued significantly higher than robo taxis — possibly up to four or five times more. This convergence in robotics and AI technologies signals robust innovation that could impact valuation and growth in these sectors.
Additionally, Nvidia's recent delivery of a miniature AI supercomputer—capable of running models with 200 billion parameters—underscores the ongoing technological breakthroughs. Elon Musk's reception of these advances, including access to top-tier AI hardware, points to a future where AI computing becomes increasingly powerful and accessible.