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Why I am avoiding $TSLA: $TSLA bull thesis was based on two assumptions: $TSLA would be exclusive provider of robo-taxi and autonomous robots for at least several years. We see that this is not going to happen. The structure in both industries are evolving similar to computers: A dominant...

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Oguz Erkan

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310,333 görüntüleme • 1 yıl önce •via X (Twitter)

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Bill Ackman profil fotoğrafı
Bill Ackman1 yıl önce

All of these arguments are supportive of @Uber. You should buy some.

Dan Ryder - primedefi.com profil fotoğrafı
Dan Ryder - primedefi.com1 yıl önce

DeFi’s momentum is just getting started. BTC staking is poised to become a $12B industry by 2025. Ethereum L2s are proving their profitability with skyrocketing gains. AI-powered tools are redefining the way trades are executed. The future belongs to those who stay ahead of the curve. What’s your top pick for the next big leap in DeFi?

Cole Grinde profil fotoğrafı
Cole Grinde1 yıl önce

What other company can literally flip a switch and turn their existing car into a robotaxi? $TSLA and no one else.

Jeff Lutz 🔋 profil fotoğrafı
Jeff Lutz 🔋1 yıl önce

Dont be silly. no one making a decent model thought they would have 100% market share.

Hunter H. Hedge profil fotoğrafı
Hunter H. Hedge1 yıl önce

you don’t need to be a bull. That’s fine. But citing GM getting into autonomy using NVDA is not really that big a deal. You thought nobody else would compete, ever? Cmon. For all the whining about FSD taking longer than expected, wait till GM gives it a go. They still have issues making a normal EV.

lawson crusade profil fotoğrafı
lawson crusade1 yıl önce

incredibly questionable decision based upon the fact that boston dynamics creates the same “dumb” robot for the last 30 years, and you think GM(🤣) will partner with nvda to solve that problem in no time? laughable🤣 tesla is several years ahead of all, based on 1st principles 🤣

Josh profil fotoğrafı
Josh1 yıl önce

It’s gonna happen. 12.6.4 FSD is amazing, you can see autonomy coming. GM can pair with NVDA all it wants but it doesn’t mean anything with the data and miles and GM doesn’t have it. They can even make money in the electric side and won’t for a long time, hence the pull back in production. Tesla will be THE game in autonomy. You need autonomy that can adapt to the environment, Tesla is it.

Josman11 profil fotoğrafı
Josman111 yıl önce

It was never part of $TSLA 's plan to be the exclusive provider of robotaxi and humanoid robots. There is a huge TAM and only with a small part of it $TSLA could grow to Trillions

Gainzgar ⚡️ profil fotoğrafı
Gainzgar ⚡️1 yıl önce

This was a weak take. You should learn more about Tesla. Vertical integration allows them to do this at scale and with massive profits.

MiaMarket26💎 profil fotoğrafı
MiaMarket26💎1 yıl önce

My man you are completely lost on Tesla

jason safriet profil fotoğrafı
jason safriet1 yıl önce

Yeah... not a thoughtful reason. ill stick with Elon and his 7mm cars already on the road. The fsd that has 10's bb's of miles of data... the Robots which are already being produced..

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ELON: I HELD OFF DOING A HUMANOID ROBOT FOR A WHILE TO AVOID HASTENING THE AI APOCALYPSE. “Tesla is arguably the world's biggest robot maker, because we have basically semi-autonomous cars that will ultimately be fully autonomous. And we are building a humanoid robot that will be, basically, like the car but with legs. And I held off on doing that for a while, because I certainly don't want to hasten the AI apocalypse. But, clearly, if you look at Boston Dynamics, these humanoid robots are going to happen. They're either going to happen with or without Tesla. At Tesla, I've got a lot more ability to ensure robotics and AI safety, and I'll try my best to do that.” Source: Code Conference, September 2021
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ELON: I HELD OFF DOING A HUMANOID ROBOT FOR A WHILE TO AVOID HASTENING THE AI APOCALYPSE. “Tesla is arguably the world's biggest robot maker, because we have basically semi-autonomous cars that will ultimately be fully autonomous. And we are building a humanoid robot that will be, basically, like the car but with legs. And I held off on doing that for a while, because I certainly don't want to hasten the AI apocalypse. But, clearly, if you look at Boston Dynamics, these humanoid robots are going to happen. They're either going to happen with or without Tesla. At Tesla, I've got a lot more ability to ensure robotics and AI safety, and I'll try my best to do that.” Source: Code Conference, September 2021

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ELON: HUMANOID ROBOTS WILL OUTNUMBER OTHER ROBOTS BY FAR “Something that's going to be very important in the future is combining deep AI in the data center or supercluster with robotics, like the Optimus humanoid robot. Optimus is awesome. There's going to be so many humanoid robots and robots of all sizes and shapes. But my prediction is that there will be more humanoid robots by far than all other robots combined by maybe an order of magnitude, like a big difference.” Source: Interview at Y Combinator, June 2025
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ELON: HUMANOID ROBOTS WILL OUTNUMBER OTHER ROBOTS BY FAR “Something that's going to be very important in the future is combining deep AI in the data center or supercluster with robotics, like the Optimus humanoid robot. Optimus is awesome. There's going to be so many humanoid robots and robots of all sizes and shapes. But my prediction is that there will be more humanoid robots by far than all other robots combined by maybe an order of magnitude, like a big difference.” Source: Interview at Y Combinator, June 2025

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Cathie Wood says if she could only pick one stock to invest in, she would choose $TSLA. “It is a convergence of our three major platforms, Robots, Energy Storage, AI. It’s not stopping with Robotaxis, there’s a story beyond that with Humanoid Robots, and our $2600 PT (2030) has nothing to do with humanoid robots — we just thought it would be an investment period.”
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Cathie Wood says if she could only pick one stock to invest in, she would choose $TSLA. “It is a convergence of our three major platforms, Robots, Energy Storage, AI. It’s not stopping with Robotaxis, there’s a story beyond that with Humanoid Robots, and our $2600 PT (2030) has nothing to do with humanoid robots — we just thought it would be an investment period.”

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Elon Musk: Optimus is awesome! “Something that's going to be very important in the future is combining deep AI in the data center or supercluster with robotics, like the Optimus humanoid robot. Optimus is awesome! There's going to be so many humanoid robots and robots of all sizes and shapes. But my prediction is that there will be more humanoid robots by far than all other robots combined by maybe an order of magnitude, like a big difference.” Interview at Y Combinator, June 16, 2025
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Elon Musk: Optimus is awesome! “Something that's going to be very important in the future is combining deep AI in the data center or supercluster with robotics, like the Optimus humanoid robot. Optimus is awesome! There's going to be so many humanoid robots and robots of all sizes and shapes. But my prediction is that there will be more humanoid robots by far than all other robots combined by maybe an order of magnitude, like a big difference.” Interview at Y Combinator, June 16, 2025

ELON CLIPS

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Brain-controlled exoskeletons to train humanoid robots! 🧠 Fourier just presented human tele-operators using brain control interfaces and exoskeletal arms to train humanoid robots on home tasks. The brain control interface is the interesting part. Instead of using a controller or joystick to teleoperate, the operator's movements and intentions are captured more naturally through the exoskeleton and BCI. This means the demonstrations are more fluid, more human-like, and better suited for training robots to perform delicate home tasks. Multiple tele-operators are simultaneously generating training data across multiple robots. This is how you build the dataset needed for eventual full autonomy, without waiting years for it to arrive. This might be the bridge between "robots that work in controlled environments" and "robots that work in homes." Not full autonomy right away, but trusted human intelligence operating through a robot body, getting better with every task completed. ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
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Brain-controlled exoskeletons to train humanoid robots! 🧠 Fourier just presented human tele-operators using brain control interfaces and exoskeletal arms to train humanoid robots on home tasks. The brain control interface is the interesting part. Instead of using a controller or joystick to teleoperate, the operator's movements and intentions are captured more naturally through the exoskeleton and BCI. This means the demonstrations are more fluid, more human-like, and better suited for training robots to perform delicate home tasks. Multiple tele-operators are simultaneously generating training data across multiple robots. This is how you build the dataset needed for eventual full autonomy, without waiting years for it to arrive. This might be the bridge between "robots that work in controlled environments" and "robots that work in homes." Not full autonomy right away, but trusted human intelligence operating through a robot body, getting better with every task completed. ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

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Jensen Huang: Elon is an extraordinary engineer. Every single one of his projects is revolutionary. “I love working with him. We've built some amazing computers together. We're going to build many more computers together. The work that he's doing with Grok, his self-driving car, his Optimus, these are all, every single one of them, world-class, every single one of them revolutionary. Every single one of them are going to be gigantic opportunities and we're delighted, I'm delighted to be working with him on that. I think the Optimus opportunity is just right around the corner. It's very likely that humanoid robots are going to be robots that we can deploy into the world relatively easily. And this is the first robot that really has a chance to achieve the high volume and technology scale necessary to advance technology. I think this is likely to be the next multi-trillion dollar industry and I'm very excited for him.” Jensen Huang on Bloomberg, May 29, 2025
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$TSLA $1000. 2026 is 6 months away, and the entire investing world is going to GET IT later this year. They'll GET IT because they'll be able to see it with the naked eye. So $TSLA will be at $1000 as vehicles sell out and Robots are everywhere. Here's the play by play for Q3 and Q4 of 2025

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ELON: TESLA IS THE WORLD’S BIGGEST ROBOT MAKER AND AI SAFETY LEADER "Tesla is arguably the world's biggest robot maker, because we have basically semi-autonomous cars that will ultimately be fully autonomous. And we are building a humanoid robot that will be basically like the car, but with legs. I kind of held open doing that for a while because I certainly don't want to hasten the AI apocalypse. But clearly, when you look at Boston Dynamics and these humanoid robots, they're going to happen with or without Tesla. So with Tesla, I've got a lot more ability to ensure robotics safety and AI, and I'll try my best to do that." Source: ELON CLIPS
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ELON: TESLA IS THE WORLD’S BIGGEST ROBOT MAKER AND AI SAFETY LEADER "Tesla is arguably the world's biggest robot maker, because we have basically semi-autonomous cars that will ultimately be fully autonomous. And we are building a humanoid robot that will be basically like the car, but with legs. I kind of held open doing that for a while because I certainly don't want to hasten the AI apocalypse. But clearly, when you look at Boston Dynamics and these humanoid robots, they're going to happen with or without Tesla. So with Tesla, I've got a lot more ability to ensure robotics safety and AI, and I'll try my best to do that." Source: ELON CLIPS

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Jensen on Elon Musk “Elon, as you know, is just an extraordinary engineer. And I love working with him. We’ve built some amazing computers together. We’re going to build many more computers together, and the work that he’s doing in Grok, his self-driving car, his Optimus—these are all world-class. Every single one of them. Revolutionary. Every single one of them are going to be gigantic opportunities. And we’re delighted. I’m delighted to be working with him on that. So I think the Optimus opportunity is just right around the corner. It’s very likely that humanoid robots are going to be robots that we can deploy into the world relatively easily. This is the first robot that really has a chance to achieve the high volume and technology scale necessary to advance technology. And so I think this is likely to be the next multi-trillion-dollar industry. I’m very excited for him”
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Jensen on Elon Musk “Elon, as you know, is just an extraordinary engineer. And I love working with him. We’ve built some amazing computers together. We’re going to build many more computers together, and the work that he’s doing in Grok, his self-driving car, his Optimus—these are all world-class. Every single one of them. Revolutionary. Every single one of them are going to be gigantic opportunities. And we’re delighted. I’m delighted to be working with him on that. So I think the Optimus opportunity is just right around the corner. It’s very likely that humanoid robots are going to be robots that we can deploy into the world relatively easily. This is the first robot that really has a chance to achieve the high volume and technology scale necessary to advance technology. And so I think this is likely to be the next multi-trillion-dollar industry. I’m very excited for him”

Tesla Owners Silicon Valley

34,239 görüntüleme • 5 ay önce

Don't sleep on humanoid robots. Humanoid robots are going to play a profound role in our lives, and it will likely be sooner than most expect. I discuss some pivotal questions with jimmah in my effort to gain insight and clarity: - How do you evaluate Tesla's (and other companies') progress with humanoid robots? - Who will be the winner? Or will there be multiple big winners? - How long will it take until we see millions of humanoid robots produced annually? - What's harder for humanoid robots - the hardware of software? - How can we track progress across humanoid robot companies? - What's the next big milestones or demonstrations Tesla can show? If you're going to spend an hour listening/watching anything online this week, I highly recommend this!
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Don't sleep on humanoid robots. Humanoid robots are going to play a profound role in our lives, and it will likely be sooner than most expect. I discuss some pivotal questions with jimmah in my effort to gain insight and clarity: - How do you evaluate Tesla's (and other companies') progress with humanoid robots? - Who will be the winner? Or will there be multiple big winners? - How long will it take until we see millions of humanoid robots produced annually? - What's harder for humanoid robots - the hardware of software? - How can we track progress across humanoid robot companies? - What's the next big milestones or demonstrations Tesla can show? If you're going to spend an hour listening/watching anything online this week, I highly recommend this!

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🚨 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
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🚨 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 görüntüleme • 1 yıl önce

My view is that $IREN is actually building an AI that will likely come to print datacenters at a rate and level of efficiency that will be hard to match, kind of like $TSLA for autonomous cars / autonomy in general. That's also $RKLB for rockets, $ASTS for D2D satellites...
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My view is that $IREN is actually building an AI that will likely come to print datacenters at a rate and level of efficiency that will be hard to match, kind of like $TSLA for autonomous cars / autonomy in general. That's also $RKLB for rockets, $ASTS for D2D satellites...

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LeTron James $tsla $tm Toyota is one of many automakers investing in robotics. Its teams are building robots that learn tasks from data, adapt to changing spaces, and assist with physical work in homes, labs, and factories instead of relying only on fixed pre-programmed motions
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LeTron James $tsla $tm Toyota is one of many automakers investing in robotics. Its teams are building robots that learn tasks from data, adapt to changing spaces, and assist with physical work in homes, labs, and factories instead of relying only on fixed pre-programmed motions

Special Situations 🌐 Research Newsletter (Jay)

27,829 görüntüleme • 2 ay önce

ELON MUSK: "Humanoid robotics will advance very quickly. We do have Tesla Optimus robots doing simple tasks in the factory, and later this year, they'll be doing more complex tasks. We would be selling humanoid robots to the public, when we are confident that there is very high reliability, very high safety, and the range of functionality is also very high. You can basically ask it to do anything you'd like."
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ELON MUSK: "Humanoid robotics will advance very quickly. We do have Tesla Optimus robots doing simple tasks in the factory, and later this year, they'll be doing more complex tasks. We would be selling humanoid robots to the public, when we are confident that there is very high reliability, very high safety, and the range of functionality is also very high. You can basically ask it to do anything you'd like."

DogeDesigner

33,815 görüntüleme • 5 ay önce

Boston Dynamics is advancing at rapid pace! Humanoid industrial robots are here, they will now replace humans. What Dario Amodei said about AI, that it will replace 10%-20% of all white-collar jobs in 1-5 years, is also true for blue-collar jobs. That should be clear to everyone. And here is the proof..
7:58

Boston Dynamics is advancing at rapid pace! Humanoid industrial robots are here, they will now replace humans. What Dario Amodei said about AI, that it will replace 10%-20% of all white-collar jobs in 1-5 years, is also true for blue-collar jobs. That should be clear to everyone. And here is the proof..

Chubby♨️

55,125 görüntüleme • 1 yıl önce