Part 8/11:
Practical Products and Market Dominance: Does Infrastructure Matter Less?
In some AI applications, practical deployment and real-world utility may overshadow raw infrastructure size. Tesla's FSD exemplifies this—its widespread user adoption and tangible utility could secure a dominant market position despite not having the largest training infrastructure.
However, it's also clear that for large-scale applications like humanoid robotics or autonomous taxis, enormous data centers—possibly owned and operated by Musk’s XAI—are crucial. These physical AI projects will require significant AI infrastructure to process real-time data and deploy AI models effectively.