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🚨 NVIDIA Had CUDA. Is Tesla Building Its Own Inflection Point? NVIDIA spent years investing in CUDA before AI turned it into a massive advantage. Tesla has now traded sideways for about five years while spending heavily on FSD, Robotaxi, AI, energy, and Optimus. The comparison isn’t perfect, but... show more

Herbert Ong

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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

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 Ong

79,637 Aufrufe • vor 1 Monat

If you're interested in Tesla Robotaxi, Tesla AI or Tesla FSD, then you ought to know about jimmah . He's probably the one person who's done the deepest public dives on Tesla FSD and Tesla AI over the years. In fact, over the past 4 years I've published 40+ videos (!) with James Douma on Tesla AI/FSD (they are all on a playlist on my YouTube channel). I first discovered James Douma a long time ago (maybe almost 8-10 years ago?) on a web forum called . Back then it was one of the only places for early Tesla owners and TSLA investors to discuss issues deeply. While I posted about investing topics, James posted about Tesla Autopilot and its hardware but in a way that was more thorough than anybody else. When I started posting YouTube videos years later, I invited him on my channel to hear his thoughts on Tesla Autopilot/FSD. It was a riveting discussion and I was surprised at how much I could learn from him. I invited him again for another interview on my channel, and once again I was floored by how much I was learning. So over the years, James has been a great resource for me (and many others) to keep pulse on what Tesla is doing with FSD and AI (and even robotics). He doesn't have his own YouTube channel. He doesn't have any paid services or subscriptions. He probably has mixed feelings about so many people knowing about him. But I appreciate his willingness over the years to be available and help the Tesla community by offering his insights and knowledge. Yesterday I spent most of the day with James taking Robotaxi rides and discussion all things Robotaxi: - current state of Robotaxi - quality of Robotaxi rides - possible scaling plans - challenges - comparison to Waymo and others - Tesla AI 5 - and much more Attached is a 2+ hour edited video of our Robotaxi rides and discussion. We also had an hour+ discussion on Optimus humanoid robots that I'll upload as a separate video tomorrow.

If you're interested in Tesla Robotaxi, Tesla AI or Tesla FSD, then you ought to know about jimmah . He's probably the one person who's done the deepest public dives on Tesla FSD and Tesla AI over the years. In fact, over the past 4 years I've published 40+ videos (!) with James Douma on Tesla AI/FSD (they are all on a playlist on my YouTube channel). I first discovered James Douma a long time ago (maybe almost 8-10 years ago?) on a web forum called . Back then it was one of the only places for early Tesla owners and TSLA investors to discuss issues deeply. While I posted about investing topics, James posted about Tesla Autopilot and its hardware but in a way that was more thorough than anybody else. When I started posting YouTube videos years later, I invited him on my channel to hear his thoughts on Tesla Autopilot/FSD. It was a riveting discussion and I was surprised at how much I could learn from him. I invited him again for another interview on my channel, and once again I was floored by how much I was learning. So over the years, James has been a great resource for me (and many others) to keep pulse on what Tesla is doing with FSD and AI (and even robotics). He doesn't have his own YouTube channel. He doesn't have any paid services or subscriptions. He probably has mixed feelings about so many people knowing about him. But I appreciate his willingness over the years to be available and help the Tesla community by offering his insights and knowledge. Yesterday I spent most of the day with James taking Robotaxi rides and discussion all things Robotaxi: - current state of Robotaxi - quality of Robotaxi rides - possible scaling plans - challenges - comparison to Waymo and others - Tesla AI 5 - and much more Attached is a 2+ hour edited video of our Robotaxi rides and discussion. We also had an hour+ discussion on Optimus humanoid robots that I'll upload as a separate video tomorrow.

Dave Lee

104,758 Aufrufe • vor 1 Jahr

🚨 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

🚨 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 Ong

119,187 Aufrufe • vor 2 Monaten

Tesla Unsupervised Robotaxi in Austin 1. First time at night after 7:30 PM 2. Literally pulled over for cops 3. It lowered the cabin volume while it stopped for first cop and then continued waiting for second cop car 4. Slowly turned the music up back to original volume. Incredible!! Unsupervised FSD software is so perfect! Ignore my yelling out of excitement Tesla Robotaxi Eliot Gevers Tesla AI Tesla

Tesla Unsupervised Robotaxi in Austin 1. First time at night after 7:30 PM 2. Literally pulled over for cops 3. It lowered the cabin volume while it stopped for first cop and then continued waiting for second cop car 4. Slowly turned the music up back to original volume. Incredible!! Unsupervised FSD software is so perfect! Ignore my yelling out of excitement Tesla Robotaxi Eliot Gevers Tesla AI Tesla

📐_Cyber_Owl_🦉

26,394 Aufrufe • vor 3 Tagen

🚨 Tesla may be telling us exactly what's coming next through its hiring! Cern Basher points out that Tesla currently has 36 Robotaxi job openings and 172 Optimus-related positions across engineering, manufacturing, testing, supply chain, and operations. The interesting part? These aren't the hiring plans of a company running experiments. They're the hiring plans of a company preparing to scale. From Robotaxi fleet operations to Optimus manufacturing, Tesla appears to be building the teams needed to turn both projects into real businesses. The question is: are investors paying enough attention to these signals? $TSLA

🚨 Tesla may be telling us exactly what's coming next through its hiring! Cern Basher points out that Tesla currently has 36 Robotaxi job openings and 172 Optimus-related positions across engineering, manufacturing, testing, supply chain, and operations. The interesting part? These aren't the hiring plans of a company running experiments. They're the hiring plans of a company preparing to scale. From Robotaxi fleet operations to Optimus manufacturing, Tesla appears to be building the teams needed to turn both projects into real businesses. The question is: are investors paying enough attention to these signals? $TSLA

Herbert Ong

42,919 Aufrufe • vor 1 Monat

Tesla FSD 14.1.2 was maneuvering around a steam pole while going through the intersection, but the light turned red before it could complete the turn. The car then automatically shifted into reverse and backed up - without running the red light or obstructing traffic. W Jordan Camina Tesla AI ΛI DRIVR Shimanto

Tesla FSD 14.1.2 was maneuvering around a steam pole while going through the intersection, but the light turned red before it could complete the turn. The car then automatically shifted into reverse and backed up - without running the red light or obstructing traffic. W Jordan Camina Tesla AI ΛI DRIVR Shimanto

🅰️nanto Mohammad

57,495 Aufrufe • vor 9 Monaten

Why is it so hard to catch Tesla and SpaceX? Because they're not relying on just one big advantage! They have reusable rockets, Starlink, millions of connected cars collecting AI data, a global Supercharger network, a fast-growing energy business, Robotaxis, Optimus, and AI infrastructure. Each one makes the others stronger. That doesn't mean they're unbeatable. Waymo is ahead in commercial robotaxis, Starship still has big milestones to hit, and Tesla still faces strong competition in energy storage and AI. But that's what makes this story so interesting. It's not about whether Tesla and SpaceX have risks, they do. It's about whether their combined advantages grow faster than those risks. $TSLA $SPCX

Why is it so hard to catch Tesla and SpaceX? Because they're not relying on just one big advantage! They have reusable rockets, Starlink, millions of connected cars collecting AI data, a global Supercharger network, a fast-growing energy business, Robotaxis, Optimus, and AI infrastructure. Each one makes the others stronger. That doesn't mean they're unbeatable. Waymo is ahead in commercial robotaxis, Starship still has big milestones to hit, and Tesla still faces strong competition in energy storage and AI. But that's what makes this story so interesting. It's not about whether Tesla and SpaceX have risks, they do. It's about whether their combined advantages grow faster than those risks. $TSLA $SPCX

Herbert Ong

22,265 Aufrufe • vor 1 Monat

🚨 Tesla’s robot factory vs Big Tech spending Cern Basher highlights Tesla is turning its Model S/X line into a robot factory (~1M units) and planning a 10M-unit factory in Texas. He also says Tesla gets about $6–$9 in revenue for every $1 invested, while Big Tech keeps spending more on AI. Big idea: Tesla is spending now to grow humanoid bots and Robotaxis later. $TSLA

🚨 Tesla’s robot factory vs Big Tech spending Cern Basher highlights Tesla is turning its Model S/X line into a robot factory (~1M units) and planning a 10M-unit factory in Texas. He also says Tesla gets about $6–$9 in revenue for every $1 invested, while Big Tech keeps spending more on AI. Big idea: Tesla is spending now to grow humanoid bots and Robotaxis later. $TSLA

Herbert Ong

31,355 Aufrufe • vor 3 Monaten

It's been one year since Tesla launched Robotaxi! Jeff Lutz 🔋 pointed out that while the rollout hasn't been as fast as many hoped, the progress behind the scenes is pretty remarkable. Cybercabs are showing up in growing numbers at Giga Texas, some now carrying official "Cybercab" branding. Tesla is also testing passenger pickups and drop-offs in Austin, while a Tesla Semi with LIDAR equipment was spotted in public for the first time. On top of that, Lemonade expanded its FSD insurance discount program to a fourth state, and Tesla trademarked "Megapod" for what appears to be AI data center hardware. Taken separately, these are small updates. Put them together, and it feels like Tesla is quietly building an entire ecosystem around autonomy, AI, and transportation. 🚀 $TSLA

It's been one year since Tesla launched Robotaxi! Jeff Lutz 🔋 pointed out that while the rollout hasn't been as fast as many hoped, the progress behind the scenes is pretty remarkable. Cybercabs are showing up in growing numbers at Giga Texas, some now carrying official "Cybercab" branding. Tesla is also testing passenger pickups and drop-offs in Austin, while a Tesla Semi with LIDAR equipment was spotted in public for the first time. On top of that, Lemonade expanded its FSD insurance discount program to a fourth state, and Tesla trademarked "Megapod" for what appears to be AI data center hardware. Taken separately, these are small updates. Put them together, and it feels like Tesla is quietly building an entire ecosystem around autonomy, AI, and transportation. 🚀 $TSLA

Herbert Ong

18,765 Aufrufe • vor 1 Monat

🚨 $SPCX IPO has put a real market value on Elon Musk's ability to execute! Now investors are asking: could Tesla be next? Tesla has already checked off several major 2026 milestones, including expanding unsupervised Robotaxi service, ramping Cybercab production, and growing FSD miles to new highs! Still ahead are some of Tesla's biggest catalysts: more Robotaxi cities, Optimus updates, international FSD approvals, and possibly even a Tesla-SpaceX merger. The most interesting part? Many of these goals no longer feel like distant promises. They're starting to look like a roadmap that's actively being completed. The second half of 2026 could be very interesting for $TSLA investors. 👀

🚨 $SPCX IPO has put a real market value on Elon Musk's ability to execute! Now investors are asking: could Tesla be next? Tesla has already checked off several major 2026 milestones, including expanding unsupervised Robotaxi service, ramping Cybercab production, and growing FSD miles to new highs! Still ahead are some of Tesla's biggest catalysts: more Robotaxi cities, Optimus updates, international FSD approvals, and possibly even a Tesla-SpaceX merger. The most interesting part? Many of these goals no longer feel like distant promises. They're starting to look like a roadmap that's actively being completed. The second half of 2026 could be very interesting for $TSLA investors. 👀

Herbert Ong

17,602 Aufrufe • vor 1 Monat

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 🔋

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 Ong

95,309 Aufrufe • vor 1 Monat

Unreal! Watch Tesla FSD handle this tricky situation in the Netherlands. 🇳🇱 Another Tesla stops, puts on hazards, and starts reversing. My Tesla doesn’t just sit there—it recognizes the move, reverses to create space, then smoothly maneuvers around when the coast is clear. 🧠⚡️ The precision and "human-like" decision-making is next level. The Netherlands has been ready and driving since April 10th. Now, it’s time for the rest of Europe to experience this! Hey Europe, are you watching? 👀 Huge thank you to Elon Musk and the Tesla AI team for building the safest, most advanced tech on the road. The future is here. 🌍🚀 $TSLA #FSDBeta #Tesla #AI #AutonomousDriving #FSD Europe Tesla Europe, Middle East & Africa Elon Musk

Unreal! Watch Tesla FSD handle this tricky situation in the Netherlands. 🇳🇱 Another Tesla stops, puts on hazards, and starts reversing. My Tesla doesn’t just sit there—it recognizes the move, reverses to create space, then smoothly maneuvers around when the coast is clear. 🧠⚡️ The precision and "human-like" decision-making is next level. The Netherlands has been ready and driving since April 10th. Now, it’s time for the rest of Europe to experience this! Hey Europe, are you watching? 👀 Huge thank you to Elon Musk and the Tesla AI team for building the safest, most advanced tech on the road. The future is here. 🌍🚀 $TSLA #FSDBeta #Tesla #AI #AutonomousDriving #FSD Europe Tesla Europe, Middle East & Africa Elon Musk

NL F$D Inside

11,622 Aufrufe • vor 3 Monaten

the Tesla Tesla Robotaxi story is starting to get really real. Cybercab just entered production. Dallas & Houston just went live (unsupervised). 7 cities by end of June. In Q1, Tesla did ~1M paid Robotaxi miles, double Q4. That curve is just getting started. Yes, Elon's conference call comments had investors nervous about the pace of expansion. I get it. But zoom out. Brick by brick, Tesla is laying the foundation for one of the largest businesses ever built. More cities → more vehicles → more miles → more data → better FSD → repeat 🌱 The flywheel is just starting to spin. We might look back at this moment as the quiet before the exponential. What are your Robotaxi growth expectations now that the Cybercab has launched?? $TSLA ⚡️

the Tesla Tesla Robotaxi story is starting to get really real. Cybercab just entered production. Dallas & Houston just went live (unsupervised). 7 cities by end of June. In Q1, Tesla did ~1M paid Robotaxi miles, double Q4. That curve is just getting started. Yes, Elon's conference call comments had investors nervous about the pace of expansion. I get it. But zoom out. Brick by brick, Tesla is laying the foundation for one of the largest businesses ever built. More cities → more vehicles → more miles → more data → better FSD → repeat 🌱 The flywheel is just starting to spin. We might look back at this moment as the quiet before the exponential. What are your Robotaxi growth expectations now that the Cybercab has launched?? $TSLA ⚡️

Gali

39,308 Aufrufe • vor 3 Monaten

Well well well. On the LOOONG weekend where things keep happening. I was on the way home from grabbing some takeout before heading to work tomorrow, and look what I stumbled into testing on Chucks Unprotected Left Turn in Jacksonville FL. The Cybercab! It had a driver in the drivers seat and was most likely collecting data. But this is further indication that this Tesla Robotaxi thing is going to explode before we know it. Its coming. Get ready. Tesla AI

Well well well. On the LOOONG weekend where things keep happening. I was on the way home from grabbing some takeout before heading to work tomorrow, and look what I stumbled into testing on Chucks Unprotected Left Turn in Jacksonville FL. The Cybercab! It had a driver in the drivers seat and was most likely collecting data. But this is further indication that this Tesla Robotaxi thing is going to explode before we know it. Its coming. Get ready. Tesla AI

Chuck Cook

146,762 Aufrufe • vor 1 Monat

Tesla Chair Robyn Denholm on the proposal for Tesla to invest in xAI: "There is a misunderstanding of AI in the marketplace. AI is not one thing. It is a range of technologies. What Tesla is doin today with AI is quite different to what xAI does. xAI is working on fundamental areas of AI, but it's also working on LLM's. That's not Tesla is doing. With Optimus, we're taking real work application of AI and putting it into physical products to actually employer those products to do things."

Tesla Chair Robyn Denholm on the proposal for Tesla to invest in xAI: "There is a misunderstanding of AI in the marketplace. AI is not one thing. It is a range of technologies. What Tesla is doin today with AI is quite different to what xAI does. xAI is working on fundamental areas of AI, but it's also working on LLM's. That's not Tesla is doing. With Optimus, we're taking real work application of AI and putting it into physical products to actually employer those products to do things."

Sawyer Merritt

194,774 Aufrufe • vor 10 Monaten

What if the safest driver on the road isn’t a human, but Tesla’s AI? LikeFolio's Swan says Tesla FSD is already far safer than human drivers, in some cases multiple times safer! The problem? Tesla barely markets it. If people understood that pressing a button and letting AI drive is safer than driving yourself, it could be a game-changer by 2026–2027. $TSLA

What if the safest driver on the road isn’t a human, but Tesla’s AI? LikeFolio's Swan says Tesla FSD is already far safer than human drivers, in some cases multiple times safer! The problem? Tesla barely markets it. If people understood that pressing a button and letting AI drive is safer than driving yourself, it could be a game-changer by 2026–2027. $TSLA

Herbert Ong

38,966 Aufrufe • vor 7 Monaten

🇺🇸 TESLA IS ABOUT TO DO SOMETHING THAT WILL GO DOWN IN HISTORY. Nobody is talking about this, but $TSLA is forming an insanely clean Ascending Triangle. It is in the final stages before the massive breakout historically takes place. If this breaks out, there is no telling how high Tesla could go. Make sure you are here for it.

🇺🇸 TESLA IS ABOUT TO DO SOMETHING THAT WILL GO DOWN IN HISTORY. Nobody is talking about this, but $TSLA is forming an insanely clean Ascending Triangle. It is in the final stages before the massive breakout historically takes place. If this breaks out, there is no telling how high Tesla could go. Make sure you are here for it.

༺Cℝץ͢͢͢℘to༻

101,179 Aufrufe • vor 2 Monaten

🚨 Wedbush's Dan Ives on physical AI: “The two best physical AI plays in the market are $NVDA and $TSLA. I don’t believe any of that valuation is factored into the story today. We’re not even factoring Optimus into the $2 trillion. Because my view is that as they start to scale it and it starts to get deployed, it could be EVEN BIGGER than autonomy.” Tesla Dan Ives

🚨 Wedbush's Dan Ives on physical AI: “The two best physical AI plays in the market are $NVDA and $TSLA. I don’t believe any of that valuation is factored into the story today. We’re not even factoring Optimus into the $2 trillion. Because my view is that as they start to scale it and it starts to get deployed, it could be EVEN BIGGER than autonomy.” Tesla Dan Ives

Herbert Ong

81,301 Aufrufe • vor 1 Jahr

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS $SPCX WILL BECOME THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE. In 2016, Tesla acquired SolarCity. Over the next five years, $TSLA pumped 3,320%. $10,000 → $332,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after acquiring xAI. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world This could become one of the BIGGEST events in modern stock market history. And the setup is much larger than SolarCity. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS $SPCX WILL BECOME THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE. In 2016, Tesla acquired SolarCity. Over the next five years, $TSLA pumped 3,320%. $10,000 → $332,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after acquiring xAI. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world This could become one of the BIGGEST events in modern stock market history. And the setup is much larger than SolarCity. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.

Wimar.X

228,363 Aufrufe • vor 14 Tagen