Tesla's moat is "wide and deep" for scaling embodied AI globally
Added 2025-11-13 04:56:43 +0000 UTCWill cover this and more on Cyberbulls tomorrow at 2pm PT
Nobody else is even thinking about this.... and Tesla has been for the last decade.
Tesla's sentient "Baby AGI" isn't a chatty oracleβit's an agent that embodies intelligence. Perceiving 3D worlds, predicting physics (e.g., a tyres skid on wet asphalt), navigating/manipulating objects, and reasoning through interaction (trial-and-error learning in real time).
Tesla's FSD is already thereβyour car "understands" intent, momentum, and seasons without maps.
Optimus will extend it to humanoid tasks, creating a feedback loop: robotaxis fund more data/compute, accelerating toward full AGI. This isn't hypeβit's the flywheel turning physical mastery into economic dominance. And their lead is stunning.
HT to Sanjay for the deep dive into Spatial AGI
Comments
Snagged couple more shares this morning π
PolishGirl
2025-11-13 15:06:37 +0000 UTCSo James, if Tesla pulls back some more, what is your entry point? And how will you determine whether to buy LEAPS or shares?
exCinera
2025-11-13 15:00:58 +0000 UTC
