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Herbert Ong· 2025-07-28 11:38
🚨 Samsung to Make Tesla AI Chips in Multiyear Texas DealSamsung Electronics Co. will produce AI semiconductors for Tesla Inc. in a new $16.5 billion pact that marks a win for its underperforming foundry division.They secured the 22.8 trillion won chipmaking agreement, which will run through the end of 2033. The plan is for an upcoming plant in Taylor, Texas, to produce Tesla’s next-generation AI6 chip, Tesla chief Elon Musk said on X, confirming a Bloomberg News report.$TSLALink: https://t.co/tlu0U3k2ii ...
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Herbert Ong· 2025-07-28 05:11
Product Focus - Dispatch is presented as a solution for efficiently managing fleets of Tesla vehicles, particularly for users beyond individual owners [1] - The product caters to users who are "serious about sharing" their fleet, suggesting a business or organizational context [1] Target Audience - The tweet distinguishes between casual Tesla owners using iOS widgets and users with larger fleets requiring a more robust solution like Dispatch [1]
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Herbert Ong· 2025-07-28 04:05
RT Gali (@Gfilche)@herbertong eating in n out was a highlight https://t.co/MfRoCcbFS7 ...
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Herbert Ong· 2025-07-28 02:10
This comment by Tesla's VP of Autonomy Ashok Elluswamy is possibly THE most significant insight about Tesla's robotaxi future.Tesla's cars with FSD are intelligent.In addition to being able to drive at super human levels for safety, Tesla's end-to-end neural network and vision capabilities enable the cars to learn its environment and the context.In this scenario, the car can see and understand that a toll booth is there and a transaction needs to occur before being able to drive off. Think about this.Ashok ...
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Herbert Ong· 2025-07-27 18:19
RT Jeff Lutz 🔋 (@thejefflutz)Agreed - well said. When you're building something never done before, there is no predecessor to lean on in product decisions, engineering, or supply chain, the probability of schedule variation is essentially those three areas ^3.... , you're inventing it all real time. I would expect more surprises too but agree there is a fairly strong track record of excellence in product, eng, & supply chain at Tesla to figure this out w/Elon's leadership & team.I also believe >90% of bot p ...
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Herbert Ong· 2025-07-27 05:18
RT Amy (@_SFTahoe)Epic X Takeover! With @Gfilche @TeslaBoomerMama @herbertong @R6Alex @FutureAZA @_MountainsSea https://t.co/GNSzXLEX9s ...
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Herbert Ong· 2025-07-27 01:53
RT $TSLA 💎 Bōlz Deep Ben (@benruel58)Cyber Bulls! @herbertong @TeslaBoomerMama @MatchasmMatt @thejefflutz @R6Alex https://t.co/xe3QylgLUv ...
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Herbert Ong· 2025-07-27 01:52
Optimus Robot Potential Revenue - Tesla 假设以每个 3 万美元的价格,每年生产 10 亿个 Optimus 机器人,潜在收入可达 30 万亿美元 [1] Production and Pricing - Elon Musk 估计 Tesla 大规模生产 Optimus 机器人后,单价可能为 3 万美元 [1] Market Speculation - 市场关注 Tesla Optimus 机器人可能带来的巨大收入潜力 [1]
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Herbert Ong· 2025-07-27 00:24
https://t.co/87AwYvHerj ...
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Herbert Ong· 2025-07-26 23:14
RT Stanley (@grumpytesla_)On now @herbertong , @TeslaBoomerMama , @thejefflutz , @R6Alex ! And the Queen w/ her crown! https://t.co/meQlc1aHKv ...