[mrcwinn]

Elon is controversial, and I know the popular mood is to dunk on this IPO, but in the end he gets a lot right. I think it's very likely the Tesla deal happens, and I further thing that regardless what Google and Anthropic do long-term — SpaceX/Tesla will likely have an awful lot of Optimus robots, and those robots will need an awful lot of compute. I'd be very surprised if Elon lets some frontier lab be the intelligence layer of his robotics stack when he has all the raw materials himself. And in fact, rather than introduce model COGS, he will have had the frontier labs paid for all the CapEx he'll need to run robotic inference using his own models.

Pretty smart if that's what happens.