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robert angels

T3 · host / generalist

PhD in AI, working in field since 1988 (pre-internet). Advises global enterprises on AI implementation. Former Mercedes-Benz research collaborator on intelligent braking systems. Skeptical of reasoning claims, bullish on multimodality/multilinguality.

2 calls·2 names·50% bull·last heard last year·In Good Company with Nicolai Tangen
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$TSLATesla

Capgemini AI chief dismisses Musk's self-driving promises: first cited 2015, still not delivered

Tesla's repeated FSD deadlines have missed by a decade; Mercedes' L3 certification highlights Tesla's scaling-only approach failing against world-model architectures.

In Good Company with Nicolai Tangen2025-06episode →
2ndmedium conviction
$MBGAFMercedes-Benz Group

Capgemini AI chief praises Mercedes L3 autonomy: world models beat brute-force scaling

Mercedes achieved SAE Level 3 certification by prioritizing better data, world models, and multi-spectral sensors over raw data scaling, proving a smarter engineering approach wins in autonomy.

In Good Company with Nicolai Tangen2025-06episode →

most discussed · click a bar to filter

  • $TSLA
  • $MBGAF

recurring themes

  • AI Capabilities & Limitations1
  • AI Economics & Business Models1
2 total
$TSLA
···
Tesla
MEDrobert angels·In Good Company with Nicolai Tangen·last year·Tech Night | Norges Bank Investment Management
Capgemini AI chief dismisses Musk's self-driving promises: first cited 2015, still not delivered
Tesla's repeated FSD deadlines have missed by a decade; Mercedes' L3 certification highlights Tesla's scaling-only approach failing against world-model architectures.
"How long is it that Elen was promised self-driving cars? I think the first citation was 2015. I've stopped talking about Elon Musk. No, no, no. I know. No, but I mean I just I I g…"
34:17
$MBGAF
···
Mercedes-Benz Group
MEDrobert angels·In Good Company with Nicolai Tangen·last year·Tech Night | Norges Bank Investment Management
Capgemini AI chief praises Mercedes L3 autonomy: world models beat brute-force scaling
Mercedes achieved SAE Level 3 certification by prioritizing better data, world models, and multi-spectral sensors over raw data scaling, proving a smarter engineering approach wins in autonomy.
"the cars that are now licensed for SIE level three self-driving in Texas and California, it's it's not an American car. It's Mercedes-Benz. And why? Because they just didn't do th…"
34:43
8
AI Capabilities & Limitationsmixed
Robert: Multimodality and multilinguality work; abstraction, reasoning, and world models still fail
Current LLMs excel at fusing text/image/audio and handling mixed languages, but lack true logical reasoning, contextual awareness, and persistent world models — autonomous agents remain scaffolded by human-designed workflows.
8
AI Economics & Business Modelstailwind
Robert: Data engineering is the only moat when foundation models commoditize
Since everyone accesses the same foundation models, competitive advantage shifts entirely to proprietary data injection, quality, and infrastructure — data engineering becomes the sole differentiator.