Elon Musk

Rank 23 of 47

Score 14

@GavinSBaker @RealJimChanos Exactly.

The reason Tesla hasn’t yet spent more on AI training is that it wasn’t yet the Limiting Factor for FSD.

It will be that for Optimus, so we’re building Cortex 2 for training.

11/16/2025, 1:44:38 PM

In reply to:

Gavin Baker

@GavinSBaker

Yesterday, @RealJimChanos posited that Tesla’s relatively low capex meant that they were not a serious competitor in real world AI and Robotics.

This is *exactly* the wrong way to look at it and the implications of this fact are actually positive for Tesla IMO.

Tesla’s

The statement is part of a discussion on Tesla's investment in AI and robotics, addressing public perceptions and strategic decisions. It provides a counterpoint to criticism about Tesla's spending, suggesting strategic reasons for their investment levels.

Principle 1:
I will strive to do no harm with my words and actions.
The statement does not cause harm and is part of a constructive discussion about business strategy. [+1]
Principle 3:
I will use my words and actions to promote understanding, empathy, and compassion.
It promotes understanding by explaining Tesla's strategic decisions regarding AI investment. [+1]
Principle 4:
I will engage in constructive criticism and dialogue with those in disagreement and will not engage in personal attacks or ad hominem arguments.
Engages in constructive dialogue by addressing a critique with a reasoned response. [+1]