Tesla's moat is "wide and deep" for scaling embodied AI globally (Patreon)

Will 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 oracle—it'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 there—your 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 hype—it's the flywheel turning physical mastery into economic dominance. And their lead is stunning.

HT to Sanjay for the deep dive into Spatial AGI