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![theallinpod Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1234260054368342016.png) The All-In Podcast [@theallinpod](/creator/twitter/theallinpod) on x 515.9K followers
Created: 2025-06-24 17:45:18 UTC

Chamath: Tesla and Google are best positioned to win AI because they are building the full-stack

Jason:

"The game here is who wins the AI prize five years from now?"

"Chamath, who's your number one and number two?"

Chamath:

" Tesla's one and Google's two."

"And the reason is because they are the closest to having that vertically integrated stack that I spoke about."

TESLA 1⃣

"I think that Tesla has the best vision models."

"Now with xAI, they'll have one of the best LLMs and reasoning models."

"And they'll be able to eventually stick that on Dojo."

"And then all of that will be in all of the physical AI that you will interact with in your daily life."

"Whether it's a robot, or whether it's a car, or whether it's a Robotaxi. So that's number one."

GOOGLE 2⃣

"And then number two, for many of the same reasons, I think Google."

"Because you'll have the Gemini family of models, which just absolutely kick ass."

"Like Veo 3, which we haven't really spoke about, is gonna destroy Hollywood in the next year, like Hollywood is done, I think."

"But they're landing model after model."

"They have the TPU, and the next generation TPU I think is exceptional."

"They're baking quantum."

"And then they have an entire funnel of billions of people that they can direct experiences to."

"So Tesla one, Google two."

![](https://pbs.twimg.com/amplify_video_thumb/1937562834704945152/img/w6i4yeCI-Du-O8W3.jpg)

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