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Herbert Ong· 2025-08-09 13:46
Tesla Stock & Leadership - Elon Musk's 2018 options are unfrozen, impacting stock awards [1] - Immediate voting rights are discussed [1] Robotaxi & FSD - Tesla is expanding Robotaxi initiatives [1] - FSD (Full Self-Driving) and Robotaxi updates are provided [1] - A push for increased FSD awareness is underway [1] - Robotaxis are a topic in the media [1] Strategic Shifts - The Dojo team has been disbanded [1] - Tesla is undergoing strategic shifts [1] - A $29 Billion Robotaxi boom is anticipated [1]
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Herbert Ong· 2025-08-09 01:46
Product Updates - xAI 升级了 Grok 4 的 PDF 处理能力 [1] - Grok 现在可以无缝处理数百页甚至更多的大型 PDF 文件 [1] - Grok 通过更强的识别能力,更好地理解 PDF 内容 [1]
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Herbert Ong· 2025-08-09 01:35
Strategic Shift - Tesla reportedly changed its course, halting the DOJO project and disbanding the team, shifting focus to TSMC's upcoming AI5 chips and potentially Samsung's AI6 chips [1] - The $16+ billion special agreement with Samsung, turning the chip fabrication facility near Giga Texas into a Tesla-dedicated facility with direct oversight by Elon Musk, gains significance [1] Giga Texas Implications - Questions arise regarding the impact of this decision on the massive infrastructure upgrades and the Cortex 2 facility at Giga Texas [1] - Uncertainty surrounds the repurposing of the new Cortex 2 facility and the ongoing work on Cortex 1.0 in the S factory extension [1] Future Outlook - New permits for continued work have been filed with the City of Austin, indicating potential continuation of some projects [1] - The industry is curious about potential changes, work stoppages, or other developments resulting from this decision [1]
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Herbert Ong· 2025-08-08 16:57
Financial Performance - Tesla's potential monster week could involve a $29 billion increase [1] Technological Advancements - The company is potentially experiencing a Robotaxi boom [1]
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Herbert Ong· 2025-08-08 16:24
RT IdealWealthGrower (@IdealGrower)🎉 EPISODE 500 IS HERE and it’s a BIG one!We’re celebrating this milestone with none other than Alexandra Merz (@TeslaBoomerMama), investor, commentator, and powerhouse voice with 193K+ followers on X and a fan-favorite guest on major YouTube shows.In this must-watch conversation, we cover:✅Market moves + macro insight.✅The Tesla effect on investing.✅What smart investors are paying attention to next.Watch the full (video!) episode here:👉 https://t.co/4md5sfKyYLLet’s just sa ...
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Herbert Ong· 2025-08-08 15:12
🚨 Tesla Robotaxi LLC is now listed as a transportation network company licensee with the Texas Department of Licensing and RegulationTesla has been granted a rideshare license in Texas, paving the way for the electric-vehicle maker to operate its robotaxi service under new regulations governing autonomous vehicles in the state.The license recently became necessary under a new state law that takes effect Sept. 1 that regulates rideshare operations using autonomous vehicles the same as those services using hu ...
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Herbert Ong· 2025-08-08 14:32
🚨 OpenAI CEO Sam Altman on GPT-5:"It's faster, more intuitive, and more useful in a bunch of ways.One of the biggest things, though, is that it's an integrated single experience.We have built a system that can answer easy questions quickly, and it can think for a long time to answer hard questions." ...
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Herbert Ong· 2025-08-08 14:21
🚨 Elon Musk: "The Austin robotaxi FSD build is ~6 months more advanced than what is available in cars in America and there are some additional breakthroughs in Tesla AI that will make the car feel eerily human."👀 $TSLAElon Musk (@elonmusk):@CernBasher This will substantially reduce the need for driver attention, but some complex intersections, heavy weather or unusual events will still require attention.Note, the Austin robotaxi FSD build is ~6 months more advanced than what is available in cars in America ...
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Herbert Ong· 2025-08-08 00:13
🚨 Bloomberg: Tesla Disbands Dojo Supercomputer Team in Blow to AI EffortTesla Inc. is disbanding its Dojo supercomputer team and its leader, Peter Bannon, will depart the company upending the automaker’s effort to develop in-house chips for driverless technology.Tesla plans to increase its reliance on external technology partners, including Nvidia Corp. and Advanced Micro Devices Inc. for compute, and Samsung Electronics Co. for chip manufacturing. $TSLALink: https://t.co/TSEMVlZd7P ...
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Herbert Ong· 2025-08-07 15:34
🚨 Tesla reportedly taps Samsung for D3 chip production and Intel for advanced packaging in Dojo 3Tesla is restructuring its Dojo supercomputer supply chain, moving away from exclusive reliance on TSMC. Instead, it has selected Samsung and Intel as new partners for its third-generation Dojo system.Samsung Foundry will be responsible for fabricating the AI chips, likely using its upcoming U.S.-based 2nm manufacturing facility. Intel, through its advanced packaging business, will handle back-end integration us ...