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🚨 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...

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Herbert Ong

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42,919 views • 2 months ago •via X (Twitter)

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🚨 Tesla has expanded its unsupervised Robotaxi service area in Austin again. While the rollout may seem slow, CyberBull$ points out that scaling a Robotaxi network is about more than just adding cars. Tesla still needs to solve edge cases, improve pickups and parking, and build the operational support needed for a large fleet, including charging, cleaning, and maintenance. The good news? The service area is growing, hiring is increasing, and testing is expanding to more cities. It looks like Tesla is focused on getting it right before scaling fast. $TSLA -------------- Cyberbulls E194 The Bulls: Jeff Lutz Jeff Lutz 🔋 Alexandra Merz AleXandra Merz 🇺🇲 Cern Basher Cern Basher
12:30

🚨 Tesla has expanded its unsupervised Robotaxi service area in Austin again. While the rollout may seem slow, CyberBull$ points out that scaling a Robotaxi network is about more than just adding cars. Tesla still needs to solve edge cases, improve pickups and parking, and build the operational support needed for a large fleet, including charging, cleaning, and maintenance. The good news? The service area is growing, hiring is increasing, and testing is expanding to more cities. It looks like Tesla is focused on getting it right before scaling fast. $TSLA -------------- Cyberbulls E194 The Bulls: Jeff Lutz Jeff Lutz 🔋 Alexandra Merz AleXandra Merz 🇺🇲 Cern Basher Cern Basher

Herbert Ong

24,504 views • 3 months ago

Who is stupid enough to believe that Elon and Tesla are even in the robotaxi race? They're watching from the sidelines as the real robotaxi companies scale exponentially across the world. Tesla is the only company that just can’t figure out safe unsupervised autonomous driving.
4:17

Who is stupid enough to believe that Elon and Tesla are even in the robotaxi race? They're watching from the sidelines as the real robotaxi companies scale exponentially across the world. Tesla is the only company that just can’t figure out safe unsupervised autonomous driving.

Dan O'Dowd

107,014 views • 8 months ago

🚨 Is Wall Street Modeling Tesla Robotaxi Wrong? Cern Basher argues Robotaxi may need to be modeled with compounding growth, not a straight line. If paid miles keep growing at double-digit weekly rates, the bigger question could eventually shift from FSD demand to whether Tesla can build Cybercabs fast enough to support the fleet. $TSLA
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🚨 Is Wall Street Modeling Tesla Robotaxi Wrong? Cern Basher argues Robotaxi may need to be modeled with compounding growth, not a straight line. If paid miles keep growing at double-digit weekly rates, the bigger question could eventually shift from FSD demand to whether Tesla can build Cybercabs fast enough to support the fleet. $TSLA

Herbert Ong

25,560 views • 1 month ago

The signs keep adding up! 👀 Tesla owners are now driving 26.7 million miles per day with FSD, according to Morgan Stanley. At the same time, Tesla is hiring AI safety operators and Robotaxi fleet supervisors. Jeff Lutz 🔋 believes these moves point to a larger Robotaxi rollout ahead! $TSLA
11:56

The signs keep adding up! 👀 Tesla owners are now driving 26.7 million miles per day with FSD, according to Morgan Stanley. At the same time, Tesla is hiring AI safety operators and Robotaxi fleet supervisors. Jeff Lutz 🔋 believes these moves point to a larger Robotaxi rollout ahead! $TSLA

Herbert Ong

19,830 views • 3 months ago

🚨 $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. 👀
21:03

🚨 $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 views • 2 months ago

Is Tesla following the Amazon playbook? Amazon spent years sacrificing near-term profits while quietly building AWS, Prime, and a massive logistics advantage. Tesla may be making a similar bet with Robotaxi, FSD subscriptions, Energy, services, and Optimus. The interesting question isn't just whether autonomy works, it's whether Tesla can turn all of this into high-margin businesses the market isn't fully pricing yet. $TSLA $AMZN
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Is Tesla following the Amazon playbook? Amazon spent years sacrificing near-term profits while quietly building AWS, Prime, and a massive logistics advantage. Tesla may be making a similar bet with Robotaxi, FSD subscriptions, Energy, services, and Optimus. The interesting question isn't just whether autonomy works, it's whether Tesla can turn all of this into high-margin businesses the market isn't fully pricing yet. $TSLA $AMZN

Herbert Ong

16,286 views • 1 month ago

🚨 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
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🚨 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 views • 3 months ago

By 2035, Tesla will likely be the most valuable company on planet earth by a wide margin. The $TSLA Optimus bot, energy storage, Robotaxi including Cybercab and robovan, FSD, chip manufacturing, services and tens of millions in the vehicle fleet will bring the stock to new heights. I think Elon has a very good chance of reaching all the milestones on his CEO comp package. I also believe that long term shareholders of Tesla will be rewarded massively.
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By 2035, Tesla will likely be the most valuable company on planet earth by a wide margin. The $TSLA Optimus bot, energy storage, Robotaxi including Cybercab and robovan, FSD, chip manufacturing, services and tens of millions in the vehicle fleet will bring the stock to new heights. I think Elon has a very good chance of reaching all the milestones on his CEO comp package. I also believe that long term shareholders of Tesla will be rewarded massively.

Cole Grinde

12,726 views • 9 months ago

🚀 Tesla just hit another major Tesla Robotaxi milestone! FutureAzA highlighted that a production Cybercab with no steering wheel or pedals has now been spotted driving on public roads in Austin during supervised testing. On top of that, the Cybercab has been added to the Texas Connected Autonomous Vehicles Registry, and Tesla continues expanding testing, safety training, and operations. Tesla also hired former Intel executive Gary Jiang to help lead its Terafab chip project in Austin. Taken together, these aren't just small updates. They look like more signs that Tesla is preparing to scale Robotaxi and AI infrastructure at the same time. $TSLA
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🚀 Tesla just hit another major Tesla Robotaxi milestone! FutureAzA highlighted that a production Cybercab with no steering wheel or pedals has now been spotted driving on public roads in Austin during supervised testing. On top of that, the Cybercab has been added to the Texas Connected Autonomous Vehicles Registry, and Tesla continues expanding testing, safety training, and operations. Tesla also hired former Intel executive Gary Jiang to help lead its Terafab chip project in Austin. Taken together, these aren't just small updates. They look like more signs that Tesla is preparing to scale Robotaxi and AI infrastructure at the same time. $TSLA

Herbert Ong

31,528 views • 2 months ago

Elon Musk: “The only company with all the ingredients for making intelligent humanoid robots at scale is Tesla” Elon believes Optimus will become the biggest product of all time — 10x bigger than the the biggest product ever made Pilot production of Optimus has already begun and Tesla will be building thousands of bots to put to work at Tesla factories later this year $TSLA
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Elon Musk: “The only company with all the ingredients for making intelligent humanoid robots at scale is Tesla” Elon believes Optimus will become the biggest product of all time — 10x bigger than the the biggest product ever made Pilot production of Optimus has already begun and Tesla will be building thousands of bots to put to work at Tesla factories later this year $TSLA

Dalton Brewer

314,213 views • 1 year ago

🚨 Tesla Robotaxi fleet jumps to 33 unsupervised! Jeff Lutz 🔋 says Tesla added 7 in one day, and Austin is now running unsupervised at night for the first time. Hiring is also expanding across more cities. Key point: the speed of growth matters more than the total number. $TSLA Note: this was recorded Monday morning, the fleet is already at 36 now.
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🚨 Tesla Robotaxi fleet jumps to 33 unsupervised! Jeff Lutz 🔋 says Tesla added 7 in one day, and Austin is now running unsupervised at night for the first time. Hiring is also expanding across more cities. Key point: the speed of growth matters more than the total number. $TSLA Note: this was recorded Monday morning, the fleet is already at 36 now.

Herbert Ong

32,473 views • 4 months ago

🚨 Tesla may wait before letting Cybercabs carry public passengers at scale Even though Cybercabs are now being built at Giga Texas, Tesla still seems focused on growing the unsupervised Model Y fleet first! The idea is likely to collect more real-world Cybercab data internally before a bigger public launch. Hiring activity now points to possible Robotaxi expansion across 33 U.S. cities. Question is: when do we finally see large-scale public Cybercab rides? 👀 $TSLA
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🚨 Tesla may wait before letting Cybercabs carry public passengers at scale Even though Cybercabs are now being built at Giga Texas, Tesla still seems focused on growing the unsupervised Model Y fleet first! The idea is likely to collect more real-world Cybercab data internally before a bigger public launch. Hiring activity now points to possible Robotaxi expansion across 33 U.S. cities. Question is: when do we finally see large-scale public Cybercab rides? 👀 $TSLA

Herbert Ong

69,834 views • 3 months ago

CHAMATH PREDICTS A 99.999% CHANCE TESLA AND SPACEX EFFECTIVELY BECOME ONE COMPANY. "DOLLARS TO DONUTS, THESE THINGS ARE GOING TO MERGE." "HE'S BUILDING THE ROBOTS, BUT THEY'RE USED INSIDE OF SPACEX." "HE'S BUILDING A TERAFAB, THEY'RE USED INSIDE OF TESLA." "HE'S BUILDING XAI, THEY'RE USED ACROSS BOTH." ELON'S EMPIRE COULD BE HEADING TOWARD ONE MASSIVE COMPANY.
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CHAMATH PREDICTS A 99.999% CHANCE TESLA AND SPACEX EFFECTIVELY BECOME ONE COMPANY. "DOLLARS TO DONUTS, THESE THINGS ARE GOING TO MERGE." "HE'S BUILDING THE ROBOTS, BUT THEY'RE USED INSIDE OF SPACEX." "HE'S BUILDING A TERAFAB, THEY'RE USED INSIDE OF TESLA." "HE'S BUILDING XAI, THEY'RE USED ACROSS BOTH." ELON'S EMPIRE COULD BE HEADING TOWARD ONE MASSIVE COMPANY.

Vivek Sen

41,331 views • 24 days ago

Most AI money is still going into models and data centers, but Jo Bhakdi thinks physical AI could be the next big story! Tesla has around 280 Optimus job openings vs. ~30 for Cybercab right now. He sees Robotaxi as the nearer-term catalyst, with Optimus potentially becoming a much bigger story over the next couple of years. At some point, the market will want to see real revenue. That’s when things could get interesting. $TSLA
4:08

Most AI money is still going into models and data centers, but Jo Bhakdi thinks physical AI could be the next big story! Tesla has around 280 Optimus job openings vs. ~30 for Cybercab right now. He sees Robotaxi as the nearer-term catalyst, with Optimus potentially becoming a much bigger story over the next couple of years. At some point, the market will want to see real revenue. That’s when things could get interesting. $TSLA

Herbert Ong

14,396 views • 27 days ago

I’ll say this one last time: these 8 companies could mint millionaires by 2030. My June picks: $TSLA ~ Tesla $NVDA ~ NVIDIA $ON ~ onsemi $TER ~ Teradyne $AVGO ~ Broadcom $QCOM ~ Qualcomm $AMD ~ Advanced Micro Devices $TSM ~ Taiwan Semiconductor Manufacturing Company A quick reminder for all $TSLA investors from Elon Musk’s AI discussion at FII8: ✅ Robotaxis could make Tesla a $5 trillion company ✅ Optimus robots could make Tesla a $25 trillion company Come back to this post at the end of 2030, and you’ll thank yourself for paying attention.
1:03

I’ll say this one last time: these 8 companies could mint millionaires by 2030. My June picks: $TSLA ~ Tesla $NVDA ~ NVIDIA $ON ~ onsemi $TER ~ Teradyne $AVGO ~ Broadcom $QCOM ~ Qualcomm $AMD ~ Advanced Micro Devices $TSM ~ Taiwan Semiconductor Manufacturing Company A quick reminder for all $TSLA investors from Elon Musk’s AI discussion at FII8: ✅ Robotaxis could make Tesla a $5 trillion company ✅ Optimus robots could make Tesla a $25 trillion company Come back to this post at the end of 2030, and you’ll thank yourself for paying attention.

Seth Klarman

78,015 views • 2 months ago

🚨 Tesla may be quietly building out massive Robotaxi infrastructure across the U.S. 👀 New permit filings reportedly show: • A huge autonomous fleet depot near Dallas • A dedicated Cybercab car wash/service site in Las Vegas • Private Robotaxi-only Supercharger depots planned in Arizona The idea: Tesla could be preparing for fleets of hundreds or even thousands of Robotaxis per city. Big thing to watch now? Production ramp and depot activity. 🚀 $TSLA
13:47

🚨 Tesla may be quietly building out massive Robotaxi infrastructure across the U.S. 👀 New permit filings reportedly show: • A huge autonomous fleet depot near Dallas • A dedicated Cybercab car wash/service site in Las Vegas • Private Robotaxi-only Supercharger depots planned in Arizona The idea: Tesla could be preparing for fleets of hundreds or even thousands of Robotaxis per city. Big thing to watch now? Production ramp and depot activity. 🚀 $TSLA

Herbert Ong

41,209 views • 3 months 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
21:40

🚨 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 Ong

155,627 views • 5 days ago

🚨 ELON MUSK ON OPTIMUS: “For robots to be truly useful, they must be intelligent. You should be able to ask them to do things naturally, and they must be affordable to build at massive scale. That combination is rare. Tesla is the only company with all the required ingredients: real-world AI, vision, autonomy, manufacturing, and cost efficiency. That’s what makes Optimus such a big deal. My prediction is that Optimus will be the biggest product of all time, by far. Nothing will even be close. I think it will be 10 times bigger than the next biggest product ever made.”
0:54

🚨 ELON MUSK ON OPTIMUS: “For robots to be truly useful, they must be intelligent. You should be able to ask them to do things naturally, and they must be affordable to build at massive scale. That combination is rare. Tesla is the only company with all the required ingredients: real-world AI, vision, autonomy, manufacturing, and cost efficiency. That’s what makes Optimus such a big deal. My prediction is that Optimus will be the biggest product of all time, by far. Nothing will even be close. I think it will be 10 times bigger than the next biggest product ever made.”

As Found

11,522 views • 7 days ago