Workflow
Herbert Ong
icon
Search documents
X @Herbert Ong
Herbert Ong· 2025-11-03 15:23
Full episode here: https://t.co/DaniCGW77u ...
X @Herbert Ong
Herbert Ong· 2025-11-03 15:23
🚨 ARK's Cathie Wood says Tesla’s humanoid bot could be the biggest physical AI opportunity, and that’s why more analysts are raising their price targets!🚀@TeslaLarry explains how Wall Street is still trying to figure out how to value tech like Optimus. Once it scales, the numbers get huge! $TSLA 🔥 ...
X @Herbert Ong
Herbert Ong· 2025-11-03 14:30
RT James Stephenson (@ICannot_Enough)@MichaelAArouet I am placing you under arrest for this horrific chart crime and I have taken the liberty of correcting it below: https://t.co/Fj7MUr4Tuy ...
X @Herbert Ong
Herbert Ong· 2025-11-02 22:51
Watch it full here: https://t.co/czn7EYd3rB ...
X @Herbert Ong
Herbert Ong· 2025-11-02 22:51
Analysts keep raising $TSLA price targets, some calling for $500–$600 a share, but @CernBasher says that’s still way too low!His model puts fair value between $660 and $1,200 today… and over $2,000 if you factor in Optimus! 🤯Is Wall Street still missing the real @Tesla story? ...
X @Herbert Ong
Herbert Ong· 2025-11-02 20:39
Market Perception of Cybercab - There is significant discussion and diverse opinions regarding the Tesla Cybercab, particularly concerning the inclusion of a steering wheel and pedals [1][2] - A key question is whether there is sufficient demand for fully autonomous vehicles without manual driving capabilities to justify the Cybercab's design and market acceptance [2] - Many potential customers desire a lower-cost vehicle and view a Cybercab with a steering wheel as a viable option, considering the Model 3 too large and expensive [2] - A substantial number of individuals are ready to purchase a Cybercab if it includes manual driving capabilities [2] - Most people want the option to manually drive and use autonomy "on demand" [2] - Many perceive limitations in autonomy across various use cases, emphasizing the need for manual driving capabilities [2] Regulatory and Technological Concerns - There are concerns that regulatory and public approval for fully autonomous vehicles like the Cybercab without manual driving capabilities may take longer than Tesla anticipates, potentially limiting production and deployment [2] - Skepticism remains regarding the feasibility of unsupervised autonomy in the near future, with many believing it will take at least five more years [2] Tesla's Strategic Considerations - Tesla should consider customer feedback and correlate it with existing data, such as FSD take rates, to inform its strategy [2] - A "bridging" strategy may be a better approach until full autonomy is more widely accepted [2]
X @Herbert Ong
Herbert Ong· 2025-11-02 12:59
Elon Musk: “AI8 will be out of this world.” 🤯$TSLA 🚀 https://t.co/nSrfmVRatVElon Musk (@elonmusk):Just finished a long AI5 design review with the Tesla California and Texas chip engineers. It’s going to be great.And AI6 and AI7 will follow in fast succession.AI8 will be out of this world. ...
X @Herbert Ong
Herbert Ong· 2025-11-01 23:40
RT Jonas DM. (@dm_jns)Release Tesla Full Self Driving Supervised in Europe - Sign the Petition! https://t.co/SP6PP46SDl via @Change ...
X @Herbert Ong
Herbert Ong· 2025-11-01 14:20
Product & Technology - Tesla highlights Optimus development [1] - Global FSD (Full Self-Driving) rollout is discussed [1] - Cyber Cab on roads is mentioned [1] - Future of FSD & AI is explored [1] Strategy & Expansion - Tesla City expansion panel is featured [1] - Shareholder votes & influence are addressed [1] Future Outlook - Tesla's 2026 challenges are considered [1]
X @Herbert Ong
Herbert Ong· 2025-11-01 00:30
RT nextbigfuture (@nextbigfuture)Elon said 1000 cars in the Bay area by the end of the year and 500 cars in austin by the end of the year. So likely just bigger than @Waymo . Withh another 100-200 cars in other new cities. @tesla @robotaxi @herbertongThis was said on the most recent all in podcast.Combined with prior statements. only 3 months for new cities to have safety monitors. If they follow the first two cities they should have 1000 each by Q2 of 2026. 10,000+ Tesla robotaxi in Q2 2026.@RandyWKirk1 ...