Thread by @ashleevance

mini 🧵

Am not allowed to say who said this, but someone with a very, very deep knowledge of AI and modern factories says Tesla has massive edge on bridge between AI and physical world.

This person thinks the others building humanoid robots don't have a great first customer. Tesla can test on its own factories first before it sends the robots out to customers. The AI builders, meanwhile, don't have factories

Thinks people don't count Musk companies individually as among the Big Tech Empire but that collectively they have something the other Big Tech players can't match

"I think that will be extrmely important when the physical part of AI starts to kick in. Being able to bridge the AI into the physical world will be extremely massive.

"I think none of the other companies will be as able to follow."

Says people have a tendency to wave away the complexity of how difficult it is to build the complex factories and warehouses Telsa already has in place

"I am still fairly long Elon Empire companies."

I've written about Elon's universe of companies for a long time but had perhaps underestimated what this person was getting at. We have a ton of robotics AI start-ups now. I dunno. Will remain to be seen how much of an advantage having actual factories is

But this felt like an interesting data point to share from someone who has lived across both worlds at a very high level.

It is super unique that Musk Co can drag people from Tesla, for example, to stand up GPU datacenter for Grok in record time too

I guess a GE is a historical comparion as a conglomerate that stretched across major industries. Musk Co seems to benefit from keeping the companies separate and more nimble but having a common CEO who can put people wherever he wants, whenever

Is there a real historical equivalent here?