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Nvidia's latest Alpamayo doesn't match this level of real-world perception. When Elon talks about Tesla FSD being sentient, he's pointing at something specific—it genuinely grasps human behavior, reads traffic signals, catches hesitation, interprets intent. Not just processing pixels, but understanding context.
That's the gap. And it's showing in the numbers. Korea's Tesla demand is shooting up—vertical. Market's voting with its wallet on what actually works.