Alvin Foo(@alvinfoo):Travis Kalanick nailed the Tesla piece, inference silicon, real-world fleet data, batteries, and factories that actually ship. Add SpaceX and the stack gets wider, Starlink as the global comms layer, reusable launch as the space-side manufacturing and logistics arm. That’s not just the Google of physical AI. That’s Earth-to-orbit infrastructure most robotics companies will spend a decade just trying to rent.

Alvin Foo

@alvinfoo

Venture Partner | ex-Google | Decoding AI • Motivational stories on innovation & resilience • Tesla/SpaceX insights 🚀

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Alvin Foo@alvinfoo

2026.09.16 02:43

Travis Kalanick nailed the Tesla piece, inference silicon, real-world fleet data, batteries, and factories that actually ship. Add SpaceX and the stack gets wider, Starlink as the global comms layer, reusable launch as the space-side manufacturing and logistics arm. That’s not just the Google of physical AI. That’s Earth-to-orbit infrastructure most robotics companies will spend a decade just trying to rent.