Herbert Ong
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Herbert Ong· 2025-08-26 13:44
Product Launch - Tesla is set to launch FSD (Supervised) in Australia on August 29 [1] - The rollout will likely be HW4-only initially [1] - This marks the first FSD rollout in a Right Hand Drive (RHD) country [1] Technology - The FSD (Supervised) system will be running on V13 [1] Stock Information - The report mentions Tesla's stock ticker: $TSLA [1]
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Herbert Ong· 2025-08-25 15:27
🚨 Elon Musk companies, X and xAI, sue Apple, OpenAI alleging anticompetitive schemeThe lawsuit alleges Apple and OpenAI have "colluded" to maintain monopolies in the smartphone and generative AI markets.It also accuses Apple of deprioritizing so-called "super apps" and generative AI chatbot competitors, such as xAI's Grok, in its App Store rankings."Unless the court enjoins Apple and OpenAI's unlawful conduct, defendants will continue to thwart competition, and their competitors, like plaintiffs, will conti ...
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Herbert Ong· 2025-08-25 13:35
RT NicholasGibbs (@NickGibbsIAG)For the record I invited @Jason to join @herbertong myself and @FutureAZA on the Wednesday livestream to discuss FSD and why this will be a winner take most market. Why there won’t be “many” winners and why Uber makes no sense for Tesla. ...
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Herbert Ong· 2025-08-25 13:32
Autonomous Driving - ARK Invest team is testing Tesla Robotaxi in Austin [1] - The team is sharing live reactions and comparing it to Waymo [1] - Discussion includes scaling, costs, and challenges of an all-autonomous future [1] Companies Mentioned - Tesla ($TSLA) is mentioned in relation to Robotaxi [1] - Waymo is a point of comparison for Tesla's Robotaxi [1]
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Herbert Ong· 2025-08-25 10:41
Safety Concerns - Tesla believes that lidar and radar sensors can decrease car safety due to sensor conflicts [1] - Tesla removed radars aiming to enhance safety, relying solely on cameras [1] Industry Perspective - Uber's CEO has expressed doubts regarding Tesla's vision-only strategy [1] Company Strategy - Tesla's strategy involves a vision-only approach, considering cameras sufficient for safety [1]
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Herbert Ong· 2025-08-24 15:27
Investment Philosophy & Education - The author shares investment knowledge to improve their own understanding through feedback [1] - The author aims to educate and empower individuals to make informed investment decisions, moving beyond reliance on simple metrics like P/E ratios [2][3] - The author emphasizes understanding business models and long-term value creation over short-term stock price predictions [3] - The author believes in democratizing investing by providing accessible education, contrasting with the perceived self-interest of Wall Street and financial advisors [4] Business Model & Motivation - The author operates an investment advisory business but prioritizes education over aggressive marketing [6] - The author's motivation is not solely profit-driven, as evidenced by a small subscription income of $2/month from 224 subscribers and minimal monetization on X [5][6]
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Herbert Ong· 2025-08-24 03:43
RT SayinMinds (@SayinMinds)Jeff is always interesting to listen to, and thats rare because many people eventually become repetitive….Jeff will discuss aspects of Tesla that he’s discussed previously, but he’ll bring you a view of those aspects from a completely new angle, and that view opens your eyes to something new….The Tesla Community is damn lucky to have Jeff investing his time and insights into Tesla and us…He’s a humble lad and he doesnt seek praise, but still, a Big shout out and thanks to Jeff Lut ...
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Herbert Ong· 2025-08-24 00:17
🚨 xAI’s Grok 2.5 is now open source.Grok 3 will follow in ~6 months. 🚀Elon Musk (@elonmusk):The @xAI Grok 2.5 model, which was our best model last year, is now open source.Grok 3 will be made open source in about 6 months.https://t.co/TXM0wyJKOh ...
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Herbert Ong· 2025-08-23 20:32
Full Self-Driving (FSD) Progress - Tesla's FSD is expected to improve significantly with V13 and V14 releases [1][2] - Ashok mentioned a 100x improvement with V12.5 from the beginning of the year and expects a 1000x improvement with V13 from the beginning of the year [1] - Early evaluations of V14 suggest a noticeable step up from V13, potentially leading to FSD being "10x better than human" [2] Performance Prediction - Elon and Ashok previously predicted FSD exceeding human driver performance by Q2/Q3 2025 [1] - The prediction was considered to be pretty close [1] Safety and Performance Comparison - Mature V14 is expected to outperform even diligent and careful human drivers in terms of safety [2] - Data is expected to solidify this performance difference in approximately 6 months [2]