nextbigfuture
@nextbigfuture • 19,774 subscribers
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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Tesla ordering parts for 15000 Optimus start September through December and scaling to 1000 per week by end of September 2026 and 2000-2500 per week rate by end of December 2026. 125,000 runrate for 2027. $TSLA Congratulations to the Tesla Team Tesla Optimus Tesla AI Elon Musk
nextbigfuture36,489 次观看 • 20 天前
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
nextbigfuture357,769 次观看 • 1 年前
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
nextbigfuture50,072 次观看 • 2 个月前
$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
nextbigfuture65,232 次观看 • 4 个月前
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
nextbigfuture81,989 次观看 • 8 个月前
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.
nextbigfuture21,551 次观看 • 3 个月前
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.
nextbigfuture63,408 次观看 • 1 年前
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
nextbigfuture17,905 次观看 • 3 个月前
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
nextbigfuture12,256 次观看 • 2 个月前
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