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Leo KoGuan, prominent technology investor and advocate, has shared his perspective on the evolving role of artificial intelligence within industry leaders. According to KoGuan, ''Tesla is embodied physical AI'' and ''NVDA is an enabler foundational layer of AI,'' emphasizing the companies' distinct contributions to the broader AI ecosystem. He describes AI as information capable of independent reasoning and action, suggesting an advancing integration of intelligence in machines. Further, KoGuan drew comparisons between artificial general intelligence (AGI) and human avatars, adding philosophical context to the technological discussion. These comments reflect ongoing industry dialogue regarding the future impact and foundational roles of key technology firms.