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🚨 The age of embodied AI, AI as a service and AI transportation is here. In this episode of @overthehorizon I speak with investor and entrepreneur Phil Trubey about two closely watched developments: Tesla’s Q4 earnings call and the latest demo from Figure Robotics showing its Helix 02 AI stack in action. We start with Tesla’s Q4 call and focus on what stood out most in management’s comments, including how Tesla discussed autonomy, the absence of firm robotaxi timelines, pressure on margins, and the company’s broader strategic posture. Phil explains why the call sounded cautious on the surface, yet still conveyed confidence in Tesla’s long-term direction, particularly around autonomy and AI. The conversation then turns to Figure Robotics and its recent demo of the Helix 02 humanoid system. Rather than focusing on spectacle, we discuss what the demo reveals about Figure’s AI stack, task execution, and system integration, and why these details matter when assessing real progress in humanoid robotics. #Tesla #TeslaQ4 #TeslaEarnings #FigureRobotics #Helix02 #HumanoidRobots #Autonomy #AI #Robotics #OverTheHorizon