Herbert Ong
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Herbert Ong· 2026-01-26 14:23
🚨 Wall Street is going big on robots!Morgan Stanley’s Adam Jonas predicts annual robot sales will reach 1.4 billion units by 2050, spanning self-driving cars, drones, humanoids, and home robots.He estimates the robot economy could grow into a $25 trillion market, with heavy adoption in healthcare, logistics, and agriculture.This shift is coming fast, and companies already combining AI, autonomy, and manufacturing at scale, like Tesla, are positioned to be core players in this new economy. $TSLA ...
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Herbert Ong· 2026-01-26 14:14
🚨 ARK's Cathie Wood Just Gave Tesla Robots A Date!@TeslaLarry breaks down ARK Invest’s Big Ideas 2026 report with a focus on robotics and self-driving!He talks about @Tesla_Optimus and ARK’s view that it could reach human-level tasks by 2028.Larry also explains why robots may be harder and riskier than robotaxis, looks at early factory use cases, and explores what this could mean for $TSLA stock in the years ahead.(00:00) Intro(01:03) TeslaOptimus Predictions(01:42) Robots vs. Robotaxis(07:08) Future of Hum ...
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Herbert Ong· 2026-01-25 22:00
Absolutely support this proposal by Alexandra! Well written and well researched.A balanced take for both political partiesAleXandra Merz 🇺🇲 (@TeslaBoomerMama):https://t.co/GBStw5wpMj ...
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Herbert Ong· 2026-01-25 17:43
Woah!!Elon just said “Tesla is worth more than the rest of the auto industry”.Because Teslas have self driving.And “that is before Optimus reaches scale production and increases Earth GDP by an order of magnitude”💯 agreeElon Musk (@elonmusk):@PeterDiamandis Also, due to autonomy, Tesla is worth more than the rest of the auto industry.That is before Optimus reaches scale production and increases Earth GDP by an order of magnitude. ...
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Herbert Ong· 2026-01-25 00:22
🚨 Elon just confirmed again: HW3 owners who paid in full for FSD will get unsupervised autonomy one way or another.That’s a huge commitment, and a strong signal Tesla plans to deliver, not walk it back. $TSLAElon Musk (@elonmusk):@wholemars Yeah ...
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Herbert Ong· 2026-01-24 15:19
🚨 Cathie Wood reaffirms her $2,600 $TSLA price target, saying robotaxis drive ~90% of Tesla’s valuationHer view is clear: Tesla is no longer just a car company. AI, robotaxis, energy, and humanoid robots are the real story.She sees @Tesla_Optimus alone becoming a $26 trillion opportunity by the end of the decade.@CathieDWood @ARKInvest ...
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Herbert Ong· 2026-01-24 12:09
🚨 Tesla plans to start training Optimus at its Austin factoryTesla plans to start collecting training data for its Optimus humanoid robot at Giga Texas.The goal is to train Optimus to work inside the Austin factory, with data collection targeting a February start. Tesla has already been doing this for over a year in Fremont, where workers record real factory tasks so Optimus can learn by copying human movements.CEO Elon Musk said during an interview at Davos on Thursday that Tesla has the humanoid robot doi ...