Herbert Ong
@herbertong • 101,752 subscribers
Follow me for daily interviews of Tesla experts, $TSLA Milestones and Humanoid Bots
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🚀 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 Ong8,767,801 просмотров • 1 месяц назад
🚨 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 Ong474,214 просмотров • 2 месяцев назад
🚨 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 просмотров • 1 месяц назад
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 Ong176,132 просмотров • 1 месяц назад
🚨 If you’re a Tesla investor, this is one interview you don’t want to skip. The full video posted below. Jeff Lutz Jeff Lutz 🔋 and I sat down with Tesla VP of Engineering Lars Moravy, and it was packed with insights! A few of the biggest takeaways: • Cybercab is expected to scale far beyond what most people realize. • The Cybercab line is already about 90% automated. • Tesla is using AI across engineering, manufacturing, quality control, and even “full self-hearing” to detect squeaks before customers ever receive the car. • Optimus production lines are coming together faster than many expected. • And Lars teased new scaling news coming on July 7. These are just a few of the nuggets from the conversation. A giant thank you to the Tesla team and Lars! $TSLA Lars Elon Musk
Herbert Ong99,705 просмотров • 23 дней назад
One of the most interesting parts of our interview with Tesla VP Lars Moravy wasn't just about Optimus, it was why Tesla thinks it can win! Tesla VP Lars said Tesla's biggest advantages are manufacturing at scale, designing high-performance actuators, and using real-world AI trained on millions of hours of data. He also shared why Tesla started with a humanoid design. People naturally trust something that looks familiar, making it easier to introduce robots into everyday life before exploring other designs. It's a reminder that building a great robot isn't just about AI. It's also about engineering, manufacturing, and getting people to accept it. $TSLA Jeff Lutz 🔋
Herbert Ong95,309 просмотров • 23 дней назад
🚨 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 Ong199,523 просмотров • 1 месяц назад
" 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 Ong1,979,633 просмотров • 1 год назад
🚨 Tesla Roadster Demo Now Expected in August According to reports, Tesla has pushed the next-generation Roadster demonstration to August as work continues on its SpaceX-inspired thruster system. The demo is expected to showcase the "A71" cold gas thrusters, designed to boost performance and potentially allow the Roadster to briefly lift off the ground. Tesla is reportedly planning both a standard version and a special SpaceX package. $TSLA Source:
Herbert Ong145,360 просмотров • 1 месяц назад
What if the biggest story for Tesla and SpaceX isn't Robotaxi anymore? Brian Wang nextbigfuture argues it could be AI! Tesla is growing FSD, Cybercab, Optimus, and its energy business, while SpaceX is quickly building an AI compute business with reported deals involving Anthropic, Google, and Reflection AI. If AI revenue grows faster than Robotaxi revenue, it could change how investors value both companies, and even affect how a future Tesla-SpaceX deal might be viewed! The question may no longer be who wins the Robotaxi race. It may be who builds the biggest AI business. 🔥 $TSLA $SPCX
Herbert Ong79,637 просмотров • 27 дней назад
🚨 If Tesla becomes a $10T+ company someday, there’s a good chance the story won’t just be about Elon Musk 👀 One name investors should know: Ashok Elluswamy. Ashok Elluswamy He leads Tesla’s AI efforts behind Robotaxi, FSD, and Optimus, three projects that could reshape the company’s future. The biggest advantage Tesla may have isn't just its cars. It may be the people building the AI behind them. $TSLA
Herbert Ong119,169 просмотров • 1 месяц назад
What does Elon Musk mean when he says the car is sentient? Take a look at this clip that just happened to me an hour ago! Tesla Full Self Driving v14.2.2.3 seems to know exactly what is happening. Not your usual construction situation. It's got to not only be reading the hand held stop sign and the hand gestures but a couple of times, started to move then quickly realized its not yet time. Well done Ashok Elluswamy and team!
Herbert Ong384,089 просмотров • 6 месяцев назад
Tesla's Q2 may have been more important than many people realize! Cern Basher says it wasn't just about beating delivery expectations with 480,126 vehicles. Tesla also deployed 13.5 GWh of energy storage, saw strong growth in China, and continued its recovery in Europe. The biggest takeaway? For the first time in a long time, several parts of Tesla's business appear to be improving at once, vehicles, Energy, FSD, Robotaxi, and Optimus. One strong quarter doesn't guarantee the future. But if this momentum continues, it could mark the beginning of Tesla's next growth cycle. $TSLA
Herbert Ong41,303 просмотров • 20 дней назад
🚨 Tesla's next few months could be one of its busiest yet! Q2 deliveries are expected in early July, with Wall Street looking for around 400,000 vehicles and Goldman Sachs forecasting 420,000. But the bigger story goes beyond deliveries. Energy continues to become a bigger profit driver. Tesla FSD is expanding into more countries. Robotaxi is growing across Texas. And Optimus is moving closer to production, with a V3 reveal expected later this summer. People often focus on just one part of Tesla. The reality is there are five major businesses all moving forward at the same time. That's why the next few months could be so important for $TSLA.
Herbert Ong57,567 просмотров • 29 дней назад
What if most of your wealth is tied up in $TSLA, $SPCX, or another stock you don't want to sell? That's a problem many successful investors eventually face. Their net worth keeps growing, but their cash flow doesn't. Cern Basher breaks down several strategies that investors use to potentially generate income while continuing to hold their shares, including options, securities lending, margin loans, and lines of credit. But there's a catch! Every strategy comes with tradeoffs. More income often means more risk, less upside, or added complexity. The goal isn't just generating cash flow. The goal is generating cash flow without giving up the long-term upside that made the investment valuable in the first place.
Herbert Ong58,327 просмотров • 1 месяц назад
🚨 NEWS: More than 150 Tesla Cybercabs were spotted driving or parked around Giga Texas today as production and testing activity continues to ramp. A newly built Cybercab was seen leaving the factory and driving the full ~1.5-mile route to the Superchargers near the EOL facility, a path reportedly used before final processing and shipment. Joe Tegtmeyer 🚀 🤠🛸😎 also reported Cybercabs testing near the factory, operating on the test track, traveling along frontage roads, and gathering in large groups within the outbound lot. Cybercabs were also seen accumulating in the overflow area south of the EOL facility, adding to signs that production volumes continue to grow. $TSLA
Herbert Ong51,403 просмотров • 1 месяц назад
🚨Elon Just Announced Something Way Bigger Than Tesla (Terafab Announcement Supercut) 00:00 Big Announcement Tease 00:41 Vision for Galactic Future 05:11 Terawatt Project Partners 08:40 Terafab Decision and Location 10:12 Inside the Advanced Fab 13:32 Why AI Compute Goes to Space 15:27 Beyond Terafab Moon Mass Driver 17:11 Abundance and Sci Fi Future $TSLA SpaceX Tesla
Herbert Ong182,952 просмотров • 4 месяцев назад
🚨 Tesla’s Robotaxi story keeps picking up speed! The first production Cybercab with no steering wheel or pedals is now testing in Austin, and Tesla has increased its registered Texas Robotaxi fleet to 102 Model Ys. FSD v14 Lite is also rolling out to early HW3 users, with strong early feedback despite AI3 having much less compute than AI4. On top of that, Lars Moravy has teased some “cool news” coming from Giga Texas. The rollout may not be happening as fast as many hoped, but the signs of scaling keep adding up. $TSLA ————————- Cyberbulls E198 The Bulls 🐂 Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher
Herbert Ong31,222 просмотров • 19 дней назад