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🚨 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... show more

Herbert Ong

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31,355 views • 3 months ago •via X (Twitter)

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24,500 views • 2 months ago

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Herbert Ong

33,985 views • 1 year ago

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158,920 views • 8 months ago

I’m extremely bullish on the long-term potential of Tesla’s Optimus humanoid robot. • Over-the-air updates for Tesla Optimus will be game-changing, enabling the robot to learn countless new physical skills and abilities with each update. • Unlike non-physical AI, a humanoid robot can translate knowledge into practical, real-world actions, filling a huge gap in AI's usefulness. • The challenge lies in making the robot useful enough to justify its cost, but with the rapid advancements in AI, this seems increasingly achievable. • As the robot's capabilities skyrocket while its price remains stable, demand could grow exponentially.

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180,488 views • 2 years ago

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145,215 views • 8 months ago

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

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Herbert Ong

22,265 views • 1 month ago

🚨 Elon Musk Just Dropped BOMBSHELLS on Tesla Q2 Earnings Call 00:00 Q2 Highlights: Big Wins for $TSLA 00:37 Expanding Autonomous Ride-Hailing 04:44 Tesla Diner and Autopilot Updates 07:06 Optimus Robot Development 19:25 Q&A: Robotaxis and FSD 24:58 Shareholder Proposals and Voting 27:04 Dojo and AI Advancements 29:41 Analyst Questions Begin 29:56 Robotaxi Business KPIs 40:18 FSD Subscription Trends and Pricing Strategy 44:48 Lower-Cost Model and Affordability

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Herbert Ong

35,770 views • 1 year ago

I’m posting this every single day until November 6. I don’t care if it annoys anyone. Bc this is the MOST important moment in Tesla’s history. Every. Vote. Matters. Go out there and VOTE. Get Elon Musk paid and fully motivated to take Tesla into the next chapter. He’s the one only that can deliver this imo. This is what’s next if everything works out: • $TSLA market cap from $1T → $8.5T • 20M vehicles delivered • 10M active FSD subscriptions • 1M Optimus bots in the world • 1M Robotaxis on the road • All while reaching up to $400B in adjusted EBITDA Go vote. Let Elon cook. Go Tesla.

I’m posting this every single day until November 6. I don’t care if it annoys anyone. Bc this is the MOST important moment in Tesla’s history. Every. Vote. Matters. Go out there and VOTE. Get Elon Musk paid and fully motivated to take Tesla into the next chapter. He’s the one only that can deliver this imo. This is what’s next if everything works out: • $TSLA market cap from $1T → $8.5T • 20M vehicles delivered • 10M active FSD subscriptions • 1M Optimus bots in the world • 1M Robotaxis on the road • All while reaching up to $400B in adjusted EBITDA Go vote. Let Elon cook. Go Tesla.

Teslaconomics

226,820 views • 9 months ago

New views of the rapidly growing Tesla Optimus factory here at Giga Texas. This is the one 10m/year factory that is in addition to the Optimus factory coming online later this year at the Fremont factory. That one is the 1M/yr pilot line, in case you were wondering. This structure has grown to 13 column grid spaces N-S, meaning it is now nearing 600’ long (~190 m) so far & will continue to grow much longer as earth reclamation work continues on the far S of the site. A lot more steel has been delivered to the site and the 7 cranes at work are assembling this steel onto the structure almost as fast as it arrives. Last week on my Wednesday flight, it was just starting the 9th column grid length, so this should give you an idea how fast it is growing!

New views of the rapidly growing Tesla Optimus factory here at Giga Texas. This is the one 10m/year factory that is in addition to the Optimus factory coming online later this year at the Fremont factory. That one is the 1M/yr pilot line, in case you were wondering. This structure has grown to 13 column grid spaces N-S, meaning it is now nearing 600’ long (~190 m) so far & will continue to grow much longer as earth reclamation work continues on the far S of the site. A lot more steel has been delivered to the site and the 7 cranes at work are assembling this steel onto the structure almost as fast as it arrives. Last week on my Wednesday flight, it was just starting the 9th column grid length, so this should give you an idea how fast it is growing!

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101,877 views • 1 year ago