The age of Transformers. Yes, those Transformers

Welcome to AI Collision 💥,

In today’s collision between AI and our world:

• Robots in disguise
• Housekeeping
• Bear arms

If that’s more than meets the eye, read on…

AI Collision 💥

I want to ask a question.

When is a car no longer a car?

Answer…

When it’s a robot.

I got to take a look upclose at an Optimus robot the other week at the Motor Show I wrote to you about on Monday.

The image is a little blurry because my son was i the photo but (thanks to AI) I removed him from this version.

But the thing itself was not terrifying, my son certainly looked pretty pumped to be stood next to it, and I think overall the idea of one in the home was comfortable.

Also it helps I’ve been saying to the kids we’re going to get a home robot, so it will kind of just be normal to them.

Anyway, the point here is that I’m at a car show, and there’s a robot getting a lot of attention.

Then you look at that video above and realise, a humanoid robot is just a car with arms and legs instead of wheels, and you can’t sit in it.

In other words, if you make cars, you can make robots if you’re smart enough.

That’s where I think Tesla leaps ahead in the coming years. They know that to scale and achieve the right economics behind it, to get Optimus out to the mass market, they need produciton efficiency.

Yes, that means the same batteries, the same AI brain as they have in a product like the CyberCab, but also, so what? Who cares? The AI training these robots get from Teslas and from other Optimus robots exponentially grows. The more there are the more they learn, the better they get.

And it means that in around five years or so, looking at Tesla as a car company would be a grave mistake. Comparing their car sales now to BYD or other Chinese makers, again, a mistake.

This is a company that will be the leading AI robot manufacturer of the world. No one else will beat them at robotics you can trust and are useful. AI and robotics, this is Tesla’s future.

And I think it makes them one of the best companies for the long term because of their move into a realm of technology that frankly no other major company in the world has the vision to move into.

P.S. a touch of housekeeping here now. As you’re well aware, Friday is Good Friday, Monday is Easter Monday. Most people will be off on holiday, leave, whatever, that includes me.

So there might be a token AI Collision sent on Friday (probably not Monday) with something interesting to read, watch or listen to. But nothing of major note.

The next time you’ll hear, read, anything form me at length will be next Wednesday.

AI gone wild 🤪

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Boomers & Busters 💰

AI and AI-related stocks moving and shaking up the markets this week. (All performance data below over the rolling week).

Boom 📈

• Palantir (NASDAQ:PLTR) up 23%
• Arm (NASDAQ:ARM) up 18%
• Dell Technologies (NYSE:DELL) up 15%

Bust 📉

• BigBear.ai (NYSE:BBAI) down 13%
• iRobot (NASDAQ:IRBT) down 10%
• Allegro Microsystems (NASDAQ:ALGM) down 5%

From the hive mind 🧠

• Long form read this, very good. But a great look at the difficulties of semiconductor manufacturing and the risk it now presents to national security.
• I mean, they’re not even trying to hide what they do now. Speak, they listen. Write, they watch. God know what else they see or hear us doing…
• Maybe, just maybe the cure to blindness is AI?

Artificial Polltelligence 🗳️

Weirdest AI image of the day

I believe it’s our constitutional right to arm bears

ChatGPT’s random quote of the day

Thanks for reading, and don’t forget to leave comments and questions below,

Sam Volkering

Editor-in-Chief

AI Collision