Gavin Baker
@GavinSBaker · Nov 15, 2025
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
Elon Musk
@elonmusk
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.
01:44 PM · November 16, 2025 · 398.2K views
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