Alphabet may have pulled ahead of OpenAI in the battle for artificial-intelligence supremacy. Jordi Visser, a senior managing director for 22V Research, said in a report last week that the rise of so-called Vision Language Models, which can process and learn from images and video as well as text, should be great news for Tesla thanks to its focus on robotics. “The next phase of AI isn’t about more datacenters, it’s about power infrastructure, flexible demand, and physical-world automation,” Visser wrote.