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Herbert Ong· 2025-11-18 16:21
🚨 Zoox to begin Robotaxi service in San Francisco, challenging Google's Waymo, Tesla's RobotaxiZoox will offer free rides through its Explorer program as it tests its fully driverless vehicles in SoMa, Mission, and the Design District.Unlike Waymo or Tesla, Zoox built its robotaxi from the ground up with no steering wheel or pedals, and it can drive in either direction thanks to its unique design.Zoox has been testing in SF since 2017, and this launch marks its first major step toward scaling in the city. $ ...
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Herbert Ong· 2025-11-18 16:05
Full video: https://t.co/3WsdxXC21G ...
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Herbert Ong· 2025-11-18 16:05
🚨 Elon warned Bill Gates that if he hasn’t closed his 8-year $TSLA short, he should do it soon!Gates also sold 65% of his Microsoft stock for $8.8B, which raises a lot of questions!@thejefflutz breaks down criticism on Tesla and explains why Tesla’s tech, profits, and long-term advantages are still strong, even as other automakers pull back from EVs 👇 ...
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Herbert Ong· 2025-11-18 12:23
LFG $TSLA 🚀Elon Musk (@elonmusk):@Gfilche Major valuation change when there is unsupervised self-driving at scale and an even larger valuation change when Optimus reaches volume production ...
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Herbert Ong· 2025-11-17 23:07
Production Progress - Tesla Giga Texas 发现了数百个新的 Cybercab 铸件,表明生产和支持线正在取得实际进展 [1] - 工厂内部的生产线看起来进展迅速 [1] - 大量 Cybercab 铸件的出现可能预示着 Cybercab 的生产即将开始 [1]
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Herbert Ong· 2025-11-17 15:34
RT Larry Goldberg (@TeslaLarry)Digging with Herbert into the details of Elon Musk's impact on the US (and World's) economy. Why Billionaires and Trillionaires (when they are Elon Musk!) can really matter. https://t.co/2mPXTHZsge ...
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Herbert Ong· 2025-11-17 14:21
🚨 $TSLA Stock Rises as TD Cowen Repeats Buy RatingTD Cowen kept its Buy rating on Tesla and a $509 price target after visiting Giga Texas and testing FSD v14. They said the rides felt smooth and impressive, which made them more confident in Tesla’s self-driving plans.The firm also said Cybercab is making strong progress. They now estimate it could cost about $0.30 per mile to operate, which is lower than they expected before.TD Cowen believes the planned April 2026 production start shows Tesla is confident ...
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Herbert Ong· 2025-11-17 13:37
🚨 Stifel just raised its $TSLA price target from $483 to $508, citing strong progress in FSD and Robotaxi as key driversThey highlight improving Q3 results, expanding Robotaxi plans for up to 10 cities by 2025, and major updates coming in FSD v14.Stifel also notes that new lower-priced Model 3 and Model Y trims should help soften the impact of the EV tax credit ending, while Optimus remains a major long-term opportunity. ...
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Herbert Ong· 2025-11-17 13:27
🚨 Tesla Robotaxi Coming to Japan?The company just posted new “Vehicle Operator, Autopilot” jobs in Kanagawa with the same description as the U.S. roles.This could mean Tesla is getting ready to expand its self-driving program into Japan.$TSLA https://t.co/GrU9wLBoKTMing (@tslaming):$TSLA 🇯🇵 BREAKING 🚨 Robotaxi operations might be launching in Japan "in 2 weeks" 🔥Tesla's job postings reveal that they are hiring for the position of "Vehicle Operator, Autopilot" in Kanagawa Prefecture, Japan with almost the sa ...
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Herbert Ong· 2025-11-16 22:08
AI Development & Strategy - Tesla's AI team has been focusing on vehicle autonomy, solving it pixel by pixel [2] - Embodied AI, specifically a humanoid robot named Optimus, is seen as the next interface of AI, enabling physical interaction [4] - Optimus is positioned to integrate reasoning from chatbots and physical competence, leveraging Tesla's autonomy stack and real-world data [6] Market & Technological Shift - The industry anticipates a shift towards embodied AI, similar to the shift from text-based computers to graphical interfaces [3] - Optimus is expected to be a significant shift in how people interact with AI, moving from screens to physical assistants [5] - The industry views Optimus as a potential "killer app" of AI [1][6]