Herbert Ong
Search documents
X @Herbert Ong
Herbert Ong· 2025-07-01 14:09
Autonomous Driving - Tesla's vehicle autonomously drove for 30 minutes from Giga Texas without a driver [1] - Ford's Jim Farley believes Waymo's approach to autonomous driving is more strategic [1] Company Strategy - Tesla's gradual rollout of autonomous driving is a deliberate strategy [1] Stock Information - The report mentions Tesla's stock ticker $TSLA [1]
X @Herbert Ong
Herbert Ong· 2025-07-01 13:28
🚨 NEWS: Tesla China chief Tom Zhu has been tapped to oversee global manufacturing“With Afshar out, Musk and Zhu are essentially divvying up his responsibilities and Zhu, based in China, will oversee $TSLA manufacturing operations globally.”Source: https://t.co/WvaSWXxBdW https://t.co/x2uquEweFZ ...
X @Herbert Ong
Herbert Ong· 2025-07-01 13:06
Market Opportunity - Tesla could tap into a $250 billion Robotaxi goldmine [1] - The Robotaxi market may reach $1.4 trillion by 2040 [1] - Tesla may grab 1/3 (33.33%) of the $1.4 trillion Robotaxi market by 2040 [1] Company Valuation - Blair values Robotaxi alone at $300 per share for Tesla [1] Competitive Landscape - Tesla may leave Uber behind in the Robotaxi market [1] Potential Challenges - Bumps ahead for Tesla's Robotaxi rollout [1]
X @Herbert Ong
Herbert Ong· 2025-07-01 02:26
🚨 "Over time we will have robots that will do delivery and transportation," says Amazon CEO Andy JassyJassy just gave a big update, covering AI, drone delivery, AWS, rural logistics, Alexa Plus & Project Kuiper!$AMZN comeback is real, and they’re betting big on the future! 🔥 ...
X @Herbert Ong
Herbert Ong· 2025-06-30 20:54
Product Speculation - Tesla's 2024 Impact Report may hint at a new 4-door hatchback model, potentially named "Model Q" [1] - The speculated "Model Q" is based on observations of a 4-door hatchback spotted in the report [1]
X @Herbert Ong
Herbert Ong· 2025-06-30 20:48
Robotics & Automation - Tesla's Optimus robot aims to automate boring, repetitive, or unsafe tasks at work and home [1] - The goal is to free up human time for more impactful work [1]
X @Herbert Ong
Herbert Ong· 2025-06-30 13:34
Autonomous Driving Technology - Tesla aims to achieve a 3:1 ratio of robotaxis to human supervisors [2] - The company anticipates this could be possible within 1-2 months, contingent on safety [2] - Tesla's AI is continuously improving with each mile driven [1][2] Timeline & Safety - Tesla plans to release the robotaxi feature when it is deemed safe [1] - The release is projected to occur within approximately one to two months [1]
X @Herbert Ong
Herbert Ong· 2025-06-30 13:30
Investment Opportunities - Wedbush 认为英伟达 (NVDA) 和特斯拉 (TSLA) 是市场上最佳的两个物理人工智能投资标的 [1] - 特斯拉的 Optimus 尚未被纳入其 2 万亿估值中 [1] - Optimus 的规模可能比 Autonomy (自动驾驶) 更大 [1] Company Focus - Wedbush 的 Dan Ives 关注物理人工智能领域 [1]
X @Herbert Ong
Herbert Ong· 2025-06-30 13:18
Robotics Industry Advancement - Humanoid robots played a full soccer match in Beijing, showcasing AI capabilities [1] - Noetix's robot achieved 2nd place in the Beijing Marathon [1] Company Performance & Goals - Noetix sold 2,500 robots after the marathon performance [1] - Noetix aims to produce over 10,000 robots annually [1]