https://t.co/qMSxphnGU9 The breadth of topics and how masterfully Nikesh navigates is just fabulous. #1 Physical AI is a depth problem, not breadth. No consumer use case = no crowdsourced training data. The model that flies planes ≠ drives cars ≠ runs factories. Waymo proves

https://t.co/qMSxphnGU9 The breadth of topics and how masterfully Nikesh navigates is just fabulous.

#1 Physical AI is a depth problem, not breadth.
No consumer use case = no crowdsourced training data. The model that flies planes ≠ drives cars ≠ runs factories.
Waymo proves

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 26, 2026

https://t.co/qMSxphnGU9 The breadth of topics and how masterfully Nikesh navigates is just fabulous. #1 Physical AI is a depth problem, not breadth. No consumer use case = no crowdsourced training data. The model that flies planes ≠ drives cars ≠ runs factories. Waymo proves

Nails the FDE craze the industry is going through now https://t.co/qKHl7YoqNh

#2 Consumers tolerate false positives. Enterprises tolerate zero. That one gap explains the whole market. Frontier models chase consumer breadth (brand + post-training data). Real agentic enterprise value needs depth, context, memory — that’s where the moat forms.