Every AI company is shipping agents now, and the models leapfrog each other every few months. @thejefflutz thinks the race changes when agents leave the screen. Your morning routine stops being emails and starts being laundry and dishes. That's the hard part to copy. Meta and Apple have users, and OpenAI and Anthropic have great models. Physical AI also needs compute, factories and a supply chain, and you can't download those. Software leads last months and hardware leads last years. That's where Tesla and SpaceX sit. $TSLA $SPCX