
Herbert Ong
@herbertong • 104,063 subscribers
Follow me for daily interviews of Tesla experts, $TSLA Milestones and Humanoid Bots
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🚨 Tesla Robotaxi Is Going After a Much Bigger Market! Larry Goldberg thinks people are focusing too much on Tesla vs. Uber! His point is that Uber and taxis are just a small piece of the opportunity. The much bigger target is human-driven transportation itself. Uber helped crush the traditional taxi business. Larry thinks Robotaxi could eventually do the same to Uber by removing the biggest cost from the equation: the driver. But it goes even further than ride-hailing. If Robotaxis become cheap, reliable, and easy to get, some people may start questioning whether they need to own a car at all. Tesla isn’t just coming for your Uber ride. It’s coming for the miles you drive yourself. $TSLA $UBER
Herbert Ong16,956 views • 6 hours ago

🚀 Ron Baron now has roughly $25 billion invested in SpaceX, making it the largest position across his funds. After speaking with Elon Musk, Baron says Musk believes SpaceX is still "just getting started." The long-term vision is enormous: Starlink, reusable rockets, AI infrastructure, compute, chips, and a global communications network that few competitors can match. Ron Baron believes SpaceX is years ahead in several key industries and expects the investment to generate hundreds of billions of dollars over time. The most interesting part? SpaceX generated about $19 billion in revenue last year, yet some projections see a path toward $1 trillion in annual revenue by 2030! That's the kind of scale investors are trying to wrap their heads around. 👀 $SPCX
Herbert Ong8,771,983 views • 2 months ago

Tesla’s Robotaxi fleet could start growing pretty quickly from here! Cern Basher is modeling what happens if autonomous miles keep growing around 17% every week. Based on Ashok’s update of roughly 145K miles in one week, that could mean around 137 cars averaging 150 miles a day. But here’s where it gets interesting: as the miles keep compounding, Tesla has to keep adding cars faster just to keep up. At 100 miles per car per day, Cern’s model gets to roughly 2,000–3,000 Robotaxis by year-end! Eventually, the problem might flip from “Can Tesla scale Robotaxi?” to “Can Tesla build Cybercabs fast enough?” $TSLA
Herbert Ong24,031 views • 1 day ago

🚨 It feels like a bunch of Elon’s “coming soon” projects are suddenly becoming real at the same time! Tesla’s Robotaxi fleet is now estimated at 900+ cars, Cybercab has its big Sept. 3 event, and the Semi rollout follows on Sept. 24. Meanwhile, Tesla is building out Optimus production, expanding autonomy into more cities, and SpaceX is planning a massive $100B Starbase Louisiana project. Any one of these would be a big story on its own. Having them all ramp around the same time is what makes this interesting. The promises are turning into actual factories, vehicles and launch dates. Now comes the hard part: scaling them. $TSLA $SPCX
Herbert Ong159,484 views • 9 days ago

🚨 Cybercab might not be the cheapest car Tesla can build, but Cern Basher thinks that’s missing the point! Tesla seems to be designing it around one thing: how cheap can this thing be over its entire life? If a Cybercab can handle 500K+ miles of Robotaxi duty, spending a little more upfront on the battery, materials, and durability starts to make a lot more sense! It’s kind of like Starship, build it tougher, use it longer, and spread the cost across way more trips. $TSLA
Herbert Ong17,553 views • 1 day ago

Cern and I were about 13 minutes into our Cybercab ride when we had one of those “wait… there’s actually nobody driving” moments! No driver, no steering wheel, no pedals, not even a rear-view mirror. We were literally just passengers! We even changed our destination mid-ride through the Robotaxi app, and Cybercab just rerouted, turned around, and kept going like it was no big deal. I’ve experienced FSD before, but this feels totally different. When there’s no human behind the wheel at all, autonomy suddenly feels very real. $TSLA Cern Basher Robotaxi
Herbert Ong23,606 views • 1 day ago

Tesla Cybercab is starting to feel less like a car and more like a giant iPad on wheels! We checked out everything you can do when there’s literally no driver, YouTube, music, arcade games, climate controls, reclining seats, all through the big screen. And that’s what makes the possibilities interesting! Add Starlink + Grok Bot, and the ride could become a place to watch a movie, get some work done, or just relax while Cybercab drives you around. There’s even a cabin camera that could eventually help with cleaning and spotting things passengers leave behind. When there’s no driver at all, the whole cabin becomes space for the passenger. $TSLA Cern Basher
Herbert Ong26,463 views • 2 days ago

🚨 The Robotaxi race just got a lot more interesting! 👀 Nevada approved Tesla for up to 5,000 autonomous vehicles, a huge jump from its previous 10-car interim limit. Tesla says it’d be “extremely happy” to have around 2,500 running within a year. Over in Austin, Tesla says public Cybercab rides are “imminent.” And Waymo isn’t standing still either! Its latest self-driving hardware reportedly costs around $20K. Feels like the question is changing from “Who gets permission?” to “Who can actually scale fastest?” $TSLA
Herbert Ong91,721 views • 15 days ago

🚨 Cybercab probably isn’t going from a few cars to thousands overnight, and Jeff Lutz 🔋 thinks that’s totally fine! He sees the rollout looking more like a steady slope, with Tesla adding more cars as the software gets better and more reliable. We’ve already seen Robotaxi fleet jumps in the 30–50% range as the system improves. But the really interesting part is what happens once Cybercab becomes cheap, reliable, and easy to get. If one can show up at your house in minutes, Jeff thinks people could start using Robotaxi instead of public transit, or even decide they don’t need that second or third car anymore. $TSLA
Herbert Ong31,915 views • 6 days ago

🚨 Tesla FSD v14.3.3 may be one of the biggest feeling upgrades yet 👀 Jeff Lutz 🔋 says early testers are seeing: • Much less driver-monitoring nagging • Smoother, more human-like driving • Faster Smart Summon (up to 8 mph) • “Hey Grok” support • Better visualizations Some users are reportedly going over a minute with no nags at all! $TSLA
Herbert Ong476,712 views • 3 months ago

" I know Elon's attitude towards AI, and he's very optimistic about its future. And obviously he's working on some of the most important AI areas. xAI is working on foundation cognitive intelligence AI, Tesla's working on autonomous vehicles, and Optimus is for humanoid robotics. These three areas of AI are the three most important areas of AI. And so I think he's working on exactly the right things," says Nvidia CEO Jensen Huang on Elon Musk and AI Ed Ludlow Bloomberg Technology $TSLA $NVDA
Herbert Ong1,979,739 views • 1 year ago

🚨 Giga Texas is overflowing with Model Ys, Cybertrucks, and Cybercabs The outbound lots and sorting lanes are reportedly packed, with new vehicles stretching all the way near the Cybertunnel. Tesla also appears to be ramping production of the lower-cost AWD Cybertruck, with first deliveries expected as soon as June. Meanwhile, Cybercabs were spotted driving test loops and getting loaded onto transport trucks. $TSLA
Herbert Ong307,767 views • 3 months ago

Elon Musk just exercised 304 million $TSLA stock options, worth about $118 billion, and didn't sell a single share. CyberBull$ says the move boosts his voting power and brings his Tesla ownership close to 20%. Naturally, it's also fueling more Tesla-SpaceX merger speculation. Maybe it's nothing. Maybe it's preparation for something bigger down the road. Either way, when someone makes a $118 billion move and chooses not to cash out, it's probably worth paying attention to. $SPCX ----------------- Cyberbulls E196 🐂 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Larry Goldberg Larry Goldberg
Herbert Ong176,620 views • 2 months ago

Tesla Semi Is Finally Getting Its Big Rollout Moment 🚚 Tesla has a Semi rollout event set for Sept. 24, but the interesting part is the factory has already been building trucks since April. The Nevada plant is designed for 50,000 Semis a year, and Einride + WattEV alone have announced orders for 870 trucks. Now the real question is how fast Tesla can scale. Those huge 822 kWh battery packs need a lot of cells, and the Megacharger network still has plenty of growing to do. And eventually, there’s the bigger play: a Semi that doesn’t need a driver. Sept. 24 could tell us a lot about how close Tesla is to getting there. $TSLA
Herbert Ong27,021 views • 11 days ago

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit. Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX 00:00 Welcome to JPMorgan 02:45 Why SpaceX Goes Public 03:28 Starlink V3 and Space Energy 07:46 Moon to Mars Roadmap 10:18 Starship Reusability Breakthrough 12:06 Next Gen Starlink Plans 13:54 AI Data Centers in Orbit 15:07 Terafab and US Chip Supply 16:35 AI Strategy and Grok 18:38 Culture and Building the Bench
Herbert Ong199,976 views • 3 months ago

Tesla’s 2030 story could end up being way bigger than cars! ARK’s Tasha Keeney sees robotaxis as a $30T+ opportunity, and Tesla already has two big advantages: manufacturing scale and billions of miles of real-world driving data. Then you add Optimus and potentially AI compute in space through the Tesla–SpaceX Terafab plans. Robotaxis. Humanoid robots. Orbital AI. Three huge bets, all potentially starting to come together before the end of the decade. $TSLA $SPCX
Herbert Ong53,297 views • 24 days ago