Tesla is a physical AI company + software AI company. It is the only company, today, that is tying both branches of AI together at scale. It will not be the only one in the end, but it is the only one now. See below: “Samsung Electronics will manufacture artificial-intelligence chips for Tesla in Texas under a $16.5 billion multiyear deal, a major win for its U.S. foundry business that sent shares of South Korea’s largest company sharply higher. Tesla Chief Executive Elon Musk confirmed the deal on X, saying Samsung’s new facilities in Texas will be dedicated to making the U.S. electric-vehicle company’s next-generation AI6 chip. “The strategic importance of this is hard to overstate,” he wrote.”