Vertical integration can unblock automation across supply chains

Transcript

Transcribed by machine (Whisper) from the episode’s audio, so a word may be off here and there.

1. 1:14:56

   oh i'm thinking about this and i'm like there's clearly a massive of need for open source and internals and spacex can win that he should just open source all his models and then he should do a deal with anthropic that he gets their models at cost basically and he should use that to build better physics hardware and just out compete everyone on chips and hardware like why does he need to build the craziest models if he has unlimited deployment capability of anthropics models on the frontier and why does he need to compete with them when he can have a tesla power wall with a gpu in every company in america you know like he should have that dual strategy instead for the frontier use it to build better machines get it at cost from from a um anthropic and on the other side own the open source ai because that's the stuff that

2. 1:15:50

   actually matters for society which is what he cares about you know and he can win well let's Let's move to the hardware side. Wait, wait, wait, wait. I want to make a couple of points. I think one warning, right? These are like, this is the target, not capacity, right? Because this is, we're kind of hoping that we can get there. We're ways away from getting there yet. You're saying on the chip manufacturing?

3. 1:16:13

   On the chip manufacturing, sorry. We're quite a ways away from the scale that he's talking about. But that's, the directionality is absolutely right. But there's something else here that's really important that I've kind of been running up against a lot with companies lately, which is, you know, I was at a earlier this year, I was at the MODX supply chain conference, and somebody built a complete end-to-end logistics thing where a truck would pull up, a robot would unload the truck, load it up, take it over, and then you'd have a stock-picking robot loading up totes, and then it would get dispatched, et cetera.

4. 1:16:44

   I was like, this is amazing. This kind of solves a huge chunk of supply chain. How's it going? And they're like, terrible, because each company has their loading, department, their sorting department, and they can't get it into the companies. And what Elon has done in recognizing this has gone, well, the hell with the supply chain. We need to own our own supply chain. So you get all the exponentials across the board.

5. 1:17:05

   And the vertical integration is going to become more and more critical for companies going forward. That's always been his game, right? And Dave and I were at Figure yesterday recording a pod that will be coming out, I think, after this pod. And that's Brett's game, too, vertically integrate everywhere. Oh, my God. Brett is such an Elon. holy crap yeah did you ask about the multiple hands did you ask about the multiple hands oh my god it goes so far beyond so far Salim, you've got to see what he's doing.