Gurley says Tesla replaced coded self-driving with neural network using driver videos as input and controls as output.
“What we learned this week is that they've completely tossed all of that out and gone with a neural network model where they're uploading videos from their best drivers.”
Gurley notes Zippu raised $1.4 billion and appeared on OpenRouter leaderboards, illustrating rapid Chinese AI emergence.
“I go on PitchBook and I look it up and they've already raised $1,400,000,000. So shouldn't have been a secret, but I didn't know about it, you know.”
Gurley predicts new US entrants will co-evolve with Chinese models without national identity like Linux.
“I think you're gonna see new entrants pop up that try to co evolve with the Chinese models. You know, is Linux American? Is Linux Chinese?”