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Brian Wang | NextBigFuture: Deep Tech Insights on AI, Drones, Space, Energy & Investments | Proven prediction track record (Metaculus rank 8 + Grok citations

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Actual usage of SpaceXAI Grok 4.5. First person reports that there are programmers successfully replacing Opus and Sonnet in all of his systems today with Grok 4.5. Grok 4.5 worked great. Spending can drop 50-80%. $200-500 instead of $1000. Grok 4.5 is faster than Opus 4.8. Maybe 2 to 3 times faster. OpenAI GPT 5.6 is coming tomorrow and will be faster but more expensive than Grok 4.5. Grok 4.5 can own the low end of developer usage (pretty, efficient value and good enough). This could send Cursor-SpaceXAI enterprise revenue up from $4 Billion ARR to $8-15 billion ARR in 1-2 months. SpaceXAI Elon Musk

Actual usage of SpaceXAI Grok 4.5. First person reports that there are programmers successfully replacing Opus and Sonnet in all of his systems today with Grok 4.5. Grok 4.5 worked great. Spending can drop 50-80%. $200-500 instead of $1000. Grok 4.5 is faster than Opus 4.8. Maybe 2 to 3 times faster. OpenAI GPT 5.6 is coming tomorrow and will be faster but more expensive than Grok 4.5. Grok 4.5 can own the low end of developer usage (pretty, efficient value and good enough). This could send Cursor-SpaceXAI enterprise revenue up from $4 Billion ARR to $8-15 billion ARR in 1-2 months. SpaceXAI Elon Musk

50,072 Aufrufe • vor 1 Monat

Finally, the Tesla Model Q is revealed. I checked video evidence from Met God in the Wilderness drone footage. I used AI to analyze it. It is a compact Model Y and probably costs $35000 in the USA before incentives and $25,000 in China. $TSLA See the evidence and the analysis. Randy Kirk AleXandra Merz 🇺🇲 Herbert Ong FutureAzA Warren Redlich - Chasing Dreams 🇺🇸 Sawyer Merritt

Finally, the Tesla Model Q is revealed. I checked video evidence from Met God in the Wilderness drone footage. I used AI to analyze it. It is a compact Model Y and probably costs $35000 in the USA before incentives and $25,000 in China. $TSLA See the evidence and the analysis. Randy Kirk AleXandra Merz 🇺🇲 Herbert Ong FutureAzA Warren Redlich - Chasing Dreams 🇺🇸 Sawyer Merritt

357,742 Aufrufe • vor 1 Jahr

$TSLA can go over $500 this week. I predict a big announcement during the Trump trip to China. Elon Musk would not go to China unless there was a major deal to be announced. I expect is either full Tesla FSD approval in China which would double the FSD TAM (Total addressible market) or some factory expansion announcements. Randy Kirk

$TSLA can go over $500 this week. I predict a big announcement during the Trump trip to China. Elon Musk would not go to China unless there was a major deal to be announced. I expect is either full Tesla FSD approval in China which would double the FSD TAM (Total addressible market) or some factory expansion announcements. Randy Kirk

65,232 Aufrufe • vor 3 Monaten

SpaceX Starship had a miracle happen. The landing of Starship was so soft that the fires did not cause an explosion. Starship survived intact. Revealing the exact condition of the heat shield and exactly where the heat shield and underlayer had damage.

SpaceX Starship had a miracle happen. The landing of Starship was so soft that the fires did not cause an explosion. Starship survived intact. Revealing the exact condition of the heat shield and exactly where the heat shield and underlayer had damage.

12,351 Aufrufe • vor 16 Tagen

Tesla now has 72 robotaxi in Austin. This is twice as much as 2 weeks ago and 22 were added in the last 3 days. There are 232 cars in Austin and the Bay Area. Only 137 different license plates for Waymos have been seen in Austin. Tesla can pass Waymo in number of cars in Austin. Tesla has registered 1655 cars in the Bay Area. Tesla can add those cars and they have over 700 registered drivers if they wanted to to deploy cars with safety drivers. Tesla has over 50,000 miles of driving needed for safety submission in California. 1500+ in SF Bay Area and 500+ is possible for Tesla robotaxi in February or March. Elon Musk Jo Bhakdi

Tesla now has 72 robotaxi in Austin. This is twice as much as 2 weeks ago and 22 were added in the last 3 days. There are 232 cars in Austin and the Bay Area. Only 137 different license plates for Waymos have been seen in Austin. Tesla can pass Waymo in number of cars in Austin. Tesla has registered 1655 cars in the Bay Area. Tesla can add those cars and they have over 700 registered drivers if they wanted to to deploy cars with safety drivers. Tesla has over 50,000 miles of driving needed for safety submission in California. 1500+ in SF Bay Area and 500+ is possible for Tesla robotaxi in February or March. Elon Musk Jo Bhakdi

81,975 Aufrufe • vor 6 Monaten

TESLA ROBOTAXI TIMELINE REVEALED Elon Musk has said that Tesla will have over 1000 robotaxi in the SF bay area and over 500 robotaxi Austin by the end of 2025 and they will 6-8 more cities with small fleets with about 100-200 cars. Those new cities will have safety monitors or drivers for 3 months. This means we could scale to 10 cities with 500-3000 cars each in Q2. 2026. So 10000-20000 robotaxi in Q2 2026. Warren Redlich - Chasing Dreams 🇺🇸 Herbert Ong Randy Kirk Jo Bhakdi Sawyer Merritt Farzad Dave Lee Emmet Peppers

TESLA ROBOTAXI TIMELINE REVEALED Elon Musk has said that Tesla will have over 1000 robotaxi in the SF bay area and over 500 robotaxi Austin by the end of 2025 and they will 6-8 more cities with small fleets with about 100-200 cars. Those new cities will have safety monitors or drivers for 3 months. This means we could scale to 10 cities with 500-3000 cars each in Q2. 2026. So 10000-20000 robotaxi in Q2 2026. Warren Redlich - Chasing Dreams 🇺🇸 Herbert Ong Randy Kirk Jo Bhakdi Sawyer Merritt Farzad Dave Lee Emmet Peppers

94,988 Aufrufe • vor 9 Monaten

In 3 DAYS EVERYTHING CHANGES FOR SPACEX A new SpaceX vehicle will be demonstrated on Tuesday June 23 2026. SpaceX Elon Musk Aaron Burnett Vlad Saigau ARK Invest It changes everything. SpaceX will be able to deliver anywhere on Earth. They will be able to take anything up and down from space and put it anywhere on Earth. This opens up multiple huge revenue streams. Deliver even without catch towers or drones ships. ANYWHERE. In future, variants will deliver people ANYWHERE.

In 3 DAYS EVERYTHING CHANGES FOR SPACEX A new SpaceX vehicle will be demonstrated on Tuesday June 23 2026. SpaceX Elon Musk Aaron Burnett Vlad Saigau ARK Invest It changes everything. SpaceX will be able to deliver anywhere on Earth. They will be able to take anything up and down from space and put it anywhere on Earth. This opens up multiple huge revenue streams. Deliver even without catch towers or drones ships. ANYWHERE. In future, variants will deliver people ANYWHERE.

21,551 Aufrufe • vor 1 Monat

All that matters today for SpaceX and Tesla is the life and death battle to win AI. Every strategic move is URGENT. There is no time to wait years for robotaxi. Tesla and SpaceX must merge ASAP. There is more money and more gains from AI than anything else. The prize is thousands of trillions of dollar. What is at stake ? EVERYTHING $SPCX $TSLA Elon Musk

All that matters today for SpaceX and Tesla is the life and death battle to win AI. Every strategic move is URGENT. There is no time to wait years for robotaxi. Tesla and SpaceX must merge ASAP. There is more money and more gains from AI than anything else. The prize is thousands of trillions of dollar. What is at stake ? EVERYTHING $SPCX $TSLA Elon Musk

17,905 Aufrufe • vor 1 Monat

SpaceX can buy the 5G celltower equipment for pennies on the dollar that they can re-activate and negotiate new leases for the celltowers so they can provide cellphone service to 80% of the population of the USA starting late in 2026 or early in 2027. In 2027, they can upgrade it and fill in the gaps with some other minor purchases or buildout to be fully competitive with ATT, Verizon and TMobile. $SPCX $ECHO The gear is being auctioned next month. If Spacex buys the gear and renegotiates new lease contracts this would also improve the finances of the Celltower companies and greatly reduce any ongoing losses and liability for Echostar. Elon Musk Chicken Genius

SpaceX can buy the 5G celltower equipment for pennies on the dollar that they can re-activate and negotiate new leases for the celltowers so they can provide cellphone service to 80% of the population of the USA starting late in 2026 or early in 2027. In 2027, they can upgrade it and fill in the gaps with some other minor purchases or buildout to be fully competitive with ATT, Verizon and TMobile. $SPCX $ECHO The gear is being auctioned next month. If Spacex buys the gear and renegotiates new lease contracts this would also improve the finances of the Celltower companies and greatly reduce any ongoing losses and liability for Echostar. Elon Musk Chicken Genius

12,130 Aufrufe • vor 27 Tagen

ROBOTRUCKING (Tesla semi + FSD 14) can be more profitable than robotaxi. Everyone is missing the potential profitability and stock impact of Tesla's Semi truck equipped with Full Self-Driving (FSD), transforming it into a robotruck. FSD is making solid progress in Austin and FSD 14 will be released in September with 10X the parameters. Test pilot production has started for Tesla Semi as the factory in Nevada is done. Farzad 🇺🇸 🇮🇷 Herbert Ong Dave Lee Warren Redlich - Chasing Dreams 🇺🇸 Randy Kirk stevenmarkryan Sawyer Merritt ARK Invest Elon Musk Robotrucks could generate 10x the profit of Tesla's Cybercab robo taxis, with each truck potentially yielding $650,000 in annual profit compared to $50,000–$70,000 per year for a robotaxi. This is driven by trucks' ability to operate 22 hours/day, covering 200,000–350,000 miles/year (4–7x more than taxis), while maintaining similar revenue per mile ($2–$2.60) and lower costs (32–34 cents/mile total ownership cost without drivers). Production is ramping up to 50,000 units/year, and FSD is progressing rapidly. Unlike robo taxis, which may face revenue drops competing with personal cars (down to 70 cents/mile), trucking is purely commercial with a stable $2 trillion global market. This will drive massive Tesla valuation growth: conservative estimates add $3,000–$6,000 to share price by 2030, while capturing the full market could reach $80 trillion (including robotaxis) in share value. Optimus robots could further boost efficiency and demand by 4x, enabling new logistics and economic growth.

ROBOTRUCKING (Tesla semi + FSD 14) can be more profitable than robotaxi. Everyone is missing the potential profitability and stock impact of Tesla's Semi truck equipped with Full Self-Driving (FSD), transforming it into a robotruck. FSD is making solid progress in Austin and FSD 14 will be released in September with 10X the parameters. Test pilot production has started for Tesla Semi as the factory in Nevada is done. Farzad 🇺🇸 🇮🇷 Herbert Ong Dave Lee Warren Redlich - Chasing Dreams 🇺🇸 Randy Kirk stevenmarkryan Sawyer Merritt ARK Invest Elon Musk Robotrucks could generate 10x the profit of Tesla's Cybercab robo taxis, with each truck potentially yielding $650,000 in annual profit compared to $50,000–$70,000 per year for a robotaxi. This is driven by trucks' ability to operate 22 hours/day, covering 200,000–350,000 miles/year (4–7x more than taxis), while maintaining similar revenue per mile ($2–$2.60) and lower costs (32–34 cents/mile total ownership cost without drivers). Production is ramping up to 50,000 units/year, and FSD is progressing rapidly. Unlike robo taxis, which may face revenue drops competing with personal cars (down to 70 cents/mile), trucking is purely commercial with a stable $2 trillion global market. This will drive massive Tesla valuation growth: conservative estimates add $3,000–$6,000 to share price by 2030, while capturing the full market could reach $80 trillion (including robotaxis) in share value. Optimus robots could further boost efficiency and demand by 4x, enabling new logistics and economic growth.

63,408 Aufrufe • vor 11 Monaten

TARGETING 490K-510K for TESLA Q3 DELIVERIES Awaiting Tesla Q3 delivery numbers on October 2nd (hoping for 500k+ vehicles and 13 GWh energy storage). A potential surge to $500–$520 this week on strong results, amplified by FSD rollout and options activity. Fibonacci analysis points to $600 by November, with $2T market cap as resistance. Sustained growth needs robotaxi/FSD progress or Model Y/3 sales ramps. The new 6-seater Model Y Long Range (YL) in China jumped from ~1k/week to 4k in week 4 which mean potentially 50K-70K Model YL units in Q4. This guarantees Q4 numbers will show solid global production. Randy Kirk Warren Redlich - Chasing Dreams 🇺🇸

TARGETING 490K-510K for TESLA Q3 DELIVERIES Awaiting Tesla Q3 delivery numbers on October 2nd (hoping for 500k+ vehicles and 13 GWh energy storage). A potential surge to $500–$520 this week on strong results, amplified by FSD rollout and options activity. Fibonacci analysis points to $600 by November, with $2T market cap as resistance. Sustained growth needs robotaxi/FSD progress or Model Y/3 sales ramps. The new 6-seater Model Y Long Range (YL) in China jumped from ~1k/week to 4k in week 4 which mean potentially 50K-70K Model YL units in Q4. This guarantees Q4 numbers will show solid global production. Randy Kirk Warren Redlich - Chasing Dreams 🇺🇸

34,496 Aufrufe • vor 10 Monaten

MISUNDERSTANDING TESLA CEO PLAN- $20 TRILLION NOT $8.5 TRILLION Most important goals in the 2025 Tesla CEO compensation plan for Elon Musk is the $400 Billion EBITDA target. Hitting that target and holding it for 36 months will make Tesla worth $20 trillion. Nvidia is worth $4-$4.5 trillion with Adjusted EBITDA of $83 billion. A five times larger EBITDA (correlated to true profit potential) will enable a $20 trillion valuation. Adjusted EBITDA is a better measure of long term profit. Removes one time charges to get true earning of core businesses. Elon Musk Tesla Royden D'Souza Tesla Robotaxi

MISUNDERSTANDING TESLA CEO PLAN- $20 TRILLION NOT $8.5 TRILLION Most important goals in the 2025 Tesla CEO compensation plan for Elon Musk is the $400 Billion EBITDA target. Hitting that target and holding it for 36 months will make Tesla worth $20 trillion. Nvidia is worth $4-$4.5 trillion with Adjusted EBITDA of $83 billion. A five times larger EBITDA (correlated to true profit potential) will enable a $20 trillion valuation. Adjusted EBITDA is a better measure of long term profit. Removes one time charges to get true earning of core businesses. Elon Musk Tesla Royden D'Souza Tesla Robotaxi

35,635 Aufrufe • vor 11 Monaten

Is Elon Musk insane? Will a bet of over $200 billion go up in flames ? There are people who are saying that his plans will never work. Who is right ? Elon Musk Randy Kirk Warren Redlich - Chasing Dreams 🇺🇸 Herbert Ong

Is Elon Musk insane? Will a bet of over $200 billion go up in flames ? There are people who are saying that his plans will never work. Who is right ? Elon Musk Randy Kirk Warren Redlich - Chasing Dreams 🇺🇸 Herbert Ong

16,327 Aufrufe • vor 7 Monaten

Dojo 2, Dojo 3 Chips and AI5 Chips Are Critical for Tesla and Battle for Future of AI. Tesla and XAI are buying about one million AI GPUs this year. This would be about 20% of the entire Nvidia production of B200/B300 chips that will be made in 2025. If XAI were to buy a mix of half Dojo 2/3 chips in 2025 and 2026 this could make them bigger than AMD. AMD is making about 400,000 AI GPU chips. Tesla will switch to AI5 chips for driving its cars but those chips will also act as inference chips with about 500 Teraflops of compute. Tesla could make 3-4 million AI5 chips in 2026. This would make Tesla the largest maker and user of AI inference chips in the world. Tesla could become the number 2 maker of AI training chips just by supplying a lot of those chips to XAI and Tesla internal use. Tesla is and will be the number one maker and user of AI inference chips. Sawyer Merritt Elon Musk Randy Kirk Herbert Ong Warren Redlich - Chasing Dreams 🇺🇸 Ale𝕏andra Merz 🇺🇲 Ray Emmet Peppers Bradford Ferguson

Dojo 2, Dojo 3 Chips and AI5 Chips Are Critical for Tesla and Battle for Future of AI. Tesla and XAI are buying about one million AI GPUs this year. This would be about 20% of the entire Nvidia production of B200/B300 chips that will be made in 2025. If XAI were to buy a mix of half Dojo 2/3 chips in 2025 and 2026 this could make them bigger than AMD. AMD is making about 400,000 AI GPU chips. Tesla will switch to AI5 chips for driving its cars but those chips will also act as inference chips with about 500 Teraflops of compute. Tesla could make 3-4 million AI5 chips in 2026. This would make Tesla the largest maker and user of AI inference chips in the world. Tesla could become the number 2 maker of AI training chips just by supplying a lot of those chips to XAI and Tesla internal use. Tesla is and will be the number one maker and user of AI inference chips. Sawyer Merritt Elon Musk Randy Kirk Herbert Ong Warren Redlich - Chasing Dreams 🇺🇸 Ale𝕏andra Merz 🇺🇲 Ray Emmet Peppers Bradford Ferguson

23,809 Aufrufe • vor 1 Jahr

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