Back to episode — Episode 3060 CWSA 01/02/26
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points. So one of the things I told you I like a lot is when people who are way smarter than me agree with me because it makes me feel smarter. So the CEO of Perplexity, that's one of the big AI apps, Aravind, he says the biggest threat to data centers is intelligence that runs locally on your device. So I think I've been telling you for a while that the big AI companies are building enormous mul…
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Anyway, speaking of AI, Sam Altman of ChatGPT and OpenAI apparently has a different vision than Elon Musk does about what's going to happen to your apps. So in his world, ChatGPT will have its own app store and maybe replace the Apple App Store. But so far they have not really been successful. So they have some apps, but they're not doing everything a phone could do. So they think their big competition is Apple and the iPhone, but they can't quite get apps to work. I don't know if they will.
Now the difference is that Elon says there won't be apps per se. There might just be one version of AI on your device which would look nothing like a smartphone except a screen and some basics. So we'll see. That's a pretty big deal because whoever ends up owning the app or replacement app environment is go
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ing to have a business that's worth a trillion dollars. According to someone on X named Ming, I love it when I take random people I don't know about on X and act like they have a special insight. Maybe he does. Yeah, maybe Ming knows everything. Or maybe Ming is making it up because I don't know who he is. But he says that the mass production audit for Tesla's Optimus version three, that would be…
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