This episode explores the global competition in physical AI between China and the United States, focusing on humanoid robots and drones. Based on Elon Musk's insights from Tesla's 2025 Q1 earnings call and recent market analysis, we examine where each country stands, their relative strengths, and what this means for the future of technology and national security.

Reference: Tesla 2025 Q1 Earnings Call Webcast; https://ir.tesla.com/#quarterly-disclosure

This episode examines Tesla's financial strategy, focusing on how decreasing gross margins paired with increasing cash flow from operations creates a competitive advantage. We explore how this counterintuitive approach strengthens Tesla's market position by making it harder for competitors to replicate their business model.

Reference: https://x.com/alc2022/status/1915425011243909248?s=46

This episode explores Meta's efforts to create a funding consortium for its open-source Llama model, revealing the financial strain that even tech giants are facing due to rising AI development costs. Based on reporting from The Information, the podcast examines Meta's proposal, the challenges it faces, and the broader implications for AI economics.

Huang, K., & Woo, E. (2025, April 17). Meta Asked Amazon, Microsoft to Help Fund Llama. The Information. https://www.theinformation.com/articles/meta-asked-amazon-microsoft-help-fund-llama