Herbert Ong
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Herbert Ong· 2025-09-03 14:04
Strategy & Vision - Tesla's Master Plan 4 focuses on scaling Full Self-Driving (FSD) and Optimus, which are considered 80% of Tesla's value [1] - The plan includes clues about Cyber SUV teasers, a focus on solar energy, and mini Megapacks [1] Products & Technology - Scaling FSD and Optimus is the primary path forward [1]
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Herbert Ong· 2025-09-03 05:26
RT Christopher Tsai (@tsaicapital)I am also concerned that Musk's ~13% voting control could leave him vulnerable to activist investors who could oust him as CEO or hinder his long-term vision in AI and robotics—risks amplified by recent political backlash and stock volatility. To address this and protect Tesla’s future, I urge Tesla's board to propose a governance reform at the upcoming AGM to increase his voting power to 25%. With the proxy statement yet to be filed, the board has sufficient time to incorp ...
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Herbert Ong· 2025-09-03 03:10
Market Prediction & Betting - The discussion revolves around a bet concerning whether a certain metric related to Tesla will exceed 500,000 [1] - The bet involves the purchase of beer, with the addition of wings if the metric surpasses 500,000 [1] - One participant expresses doubt that the metric will exceed 500,000, but is still willing to make the bet as an excuse for socializing [1]
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Herbert Ong· 2025-09-03 00:56
RT Matthew Donegan-Ryan (@MatthewDR)Hey @robotaxi,It’s time to expand to the world’s most expensive rideshare market: Seattle!A 30-minute ride here costs $60! More than in New York, LA, Zurich, London, Tokyo, etc! ...
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Herbert Ong· 2025-09-02 20:48
🚨 Edmunds: The new Tesla Model Y is the best car we’ve driven in 2025“We're capping things off with the vehicle that would win an imaginary "Most Improved Car" award from us: the Tesla Model Y. Like the X3, we added the Model Y to our One-Year Road Test fleet earlier this year, and we quickly realized that it solved many of the issues the last-generation Model Y suffered from.The ride quality has gone from insufferable to perhaps the best among its competitors. And those interior build-quality issues? They' ...
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Herbert Ong· 2025-09-02 18:01
Elon’s milestones for Master Plan Part IV coming soonJoin us today at the Cyber Bulls space!Follow @cyberbulls1@TeslaBoomerMama@thejefflutz@R6Alexhttps://t.co/VisJpbWAzP ...
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Herbert Ong· 2025-09-02 15:50
Elon will add specifics to the Master Plan Part 4My assumption is the key milestones might be part of his compensation plan which they’ll reveal as part of the proxy drop later this month. But maybe I’m wrongElon Musk (@elonmusk):@heydave7 Fair enough. Will add more specifics. ...