Google's scale, custom hardware (TPUs), and data advantages give it a massive edge in AI compute and model deployment.

SpaceX has its own compute. Google has its own compute.

But the real everything I'm seeing the real strength there in building out data centers is uh SpaceX and Google.

because you have Google you have Amazon you have Meta you have Oracle you have Microsoft and you have SpaceX you have six basically hyperscalers

Google is maybe their biggest customer and Google has been making their own chips. They're on the eighth generation of their TPU and they still buy a lot of Nvidia chips.

You have Google which is the biggest hyperscaler with the biggest history of custom hardware TPUs etc. Frontier model massive customer base customer base and monster data flywheels.

They're getting all this data from search. are getting all this data from YouTube, um, Gmail, whatever. They have all these sources of data for them to train their AIS on.

There's an open question about whether they're really developing their model well. But look, I use Gemini. It's a good model. It's not the best model, but it's a good model. I use it for a lot of people. It's good enough.

And by the way, the Amazon AI, I used it Roffus or something. Terrible. Oh my god, it's awful. Um, but you know, the Nvidia AI, it's in I'll get a mail an email message in my Gmail and I'll click Gemini and I'll say, is this spam?

Is this is this fishing? And and it actually very good at answering that question. So, there's a lot of ways in which um there's a lot of ways in which Gemini is actually a very useful AI that's playing a big role.

And of course if you do Google search you get Gemini result.

Elon pretty much said Google Elon said Google will win on Earth. I think I'm not sure he believes that anymore because SpaceX has gotten very effective at building data centers. Um, and Grock is better than Gemini.

So I mentioned before Nvidia, Google, SpaceX, and Tesla. Those are the four companies I hold stock in.

Just just cuz I own stock in Tesla, SpaceX, Nvidia, and and Google. Doesn't mean I'm biased.

And I think that OpenAI and Anthropic have no chance of catching up in compute and no chance of capping up catching up in hardware and that Google, SpaceX, and um Nvidia have a massive advantage over everybody else except Tesla which is in like Tesla's in this different world with the real world AI.