Herbert Ong
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Herbert Ong· 2026-02-02 13:52
🚨 "If we halve Elon Musk’s million Optimus per year capacity to 500,000 and assume a $50,000 average selling price, that’s $25 billion," William Blair analyst Jed Dorsheimer wrote in a note."It’s clear to us why the company is making this trade. Optimus V3 will make its debut this year, with production starting in 2027," he added. $TSLA ...
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Herbert Ong· 2026-02-02 13:37
Unitree’s humanoid robot G1 walked autonomously in −47.4°C extreme cold, logging 130,000 steps on the snowfields of AltayThis is the kind of durability real-world robots will need at scale.https://t.co/8fwUddrNDU ...
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Herbert Ong· 2026-02-02 12:33
🚨 BLOOMBERG: $TSLA CEO Elon Musk is in advanced talks to merge SpaceX and xAIThe deal would combine SpaceX’s ~$800B valuation with xAI’s ~$200B, bringing rockets, Starlink satellites, and AI under one roof.The goal: enable Musk’s vision of space-based AI compute, including massive data centers powered by satellites. SpaceX has even sought approval to launch up to 1 million satellites for this plan.Talks are ongoing and could be announced soon, but nothing is final yet. ...
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Herbert Ong· 2026-02-02 05:16
RT AleXandra Merz 🇺🇲 (@TeslaBoomerMama)Fair warning to all those who could not vote in prior proxy votes:If this merger happens, we will need every single vote, as not voting will count as "no".So please move to a bank/broker where you can vote or directly register your shares. ...
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Herbert Ong· 2026-02-02 04:16
RT AleXandra Merz 🇺🇲 (@TeslaBoomerMama)3⃣Third article on the hypothetical mega-merger, this time on the way this may be set up and how we would vote on it.Enjoy ...
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Herbert Ong· 2026-02-02 00:55
Elon just confirmed that @Tesla has solved dry electrode manufacturing.When Elon calls something “incredibly difficult,” that’s a big deal.This is one of those quiet breakthroughs that can change battery cost, scale, and margins. $TSLA https://t.co/H55GAZiH5IElon Musk (@elonmusk):@tslaming @Tesla @gigafactories @TeslaZoa Making the dry electrode process work at scale, which is a major breakthrough in lithium battery production technology, was incredibly difficult.Congratulations to the @Tesla engineering, p ...
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Herbert Ong· 2026-02-02 00:15
The future economy may look very different, and Tesla is right at the center of it!@CernBasher explains how Tesla’s AI and Optimus robots could boost productivity across many industries!If Tesla scales millions of robots, the impact on the economy, and Tesla’s revenue, could be massive. 🔥$TSLA ...