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X @Herbert Ong
Herbert Ong· 2026-03-12 02:24
🚨 Elon Musk on the AI Singularity, $TSLA Optimus 3 Timeline, and a 10x Economy | 2026 Abundance Summit @Abundance36000:00 2026 Abundance Summit00:37 SpaceX-xAI Merger01:19 Recursive AI Takeoff03:36 Energy Scale Future08:53 Tesla Optimus 3 Timeline11:48 Universal High Income15:45 Singularity Institutions17:13 Back Pain and Rejuvenationvia @PeterDiamandisPeter H. Diamandis, MD (@PeterDiamandis):I want to welcome our surprise guest to the@abundance360 summit, the one and only @elonmusk!https://t.co/RGsVV57dhP ...
X @Tesla Owners Silicon Valley
RT OMG_RIVIAN (@omg_tesla)My friend spotted 2 cybercab rolling in San Jose on Stevens creek @teslaownersSV https://t.co/ybF7hibNgm ...
X @Tesla Owners Silicon Valley
AI + robots → total abundance. Money becomes irrelevant. Only wattage & tonnage matter. ⚡🤖ELON MUSK: "AI & robots are going to make so much stuff & provide too many services that they'll actually run out of things to do for the humans.Money will stop being relevant at some point in the future. AI down the road will really not use human currency. It will just care about power & mass, wattage and tonnage." ...
Tesla vs. Rivian: Which Growth Stock Is a Better Buy?
The Motley Fool· 2026-03-12 01:23
Core Insights - Electric vehicle stocks, particularly Tesla and Rivian, are facing challenges due to high interest rates and cautious consumer behavior, impacting sales significantly [1][2] - Despite these challenges, both companies maintain premium valuations, with Rivian's market cap at approximately $20 billion and Tesla's at around $1.5 trillion [2] Rivian - Rivian achieved its first full year of positive gross profit in 2025, generating $120 million in gross profit in Q4, resulting in a 9% gross margin [4] - However, Rivian's Q4 total revenue fell to $1.29 billion, down from $1.73 billion year-over-year, with automotive revenue dropping 45% [5][7] - The company experienced a surge in Q3 sales due to a pull-forward in demand ahead of an expiring tax credit, leading to a 78% year-over-year revenue increase in that quarter [8] - Rivian's management guided for 2026 deliveries to be between 62,000 and 67,000, indicating a potential 53% year-over-year growth [9] Tesla - Tesla's automotive business also faced difficulties, with Q4 deliveries declining 16% year-over-year to 418,227 vehicles, and total deliveries for the year falling approximately 9% to 1.63 million [10] - Despite automotive struggles, Tesla benefits from a diversified ecosystem, including a record 14.2 gigawatt-hours of energy storage deployed in Q4, a 29% year-over-year increase [12] - Tesla's software segment is growing significantly, with 1.1 million active Full Self-Driving subscriptions, a 38% year-over-year increase [13] - The company generated $6.2 billion in free cash flow in 2025, ending the year with over $44 billion in cash and investments [15] Investment Considerations - Both Tesla and Rivian are viewed as having stretched valuations, with Tesla's market cap at $1.5 trillion and net income of $3.8 billion, indicating high expectations for future growth [16] - Tesla's established business model and diversified revenue streams make it a more attractive investment compared to Rivian, which is still heavily reliant on automotive sales and has substantial net losses [18][19]
X @Tesla Owners Silicon Valley
Elon Musk shares how AI-powered humanoid robots could deliver world-class medical care to every person on Earth — and finally solve chronic pain:“If you have humanoid robots with very high dexterity and intelligence, everyone on Earth will have access to better medical care. I had to have neck surgery three times because the first two were botched. My back still hurts a little bit. I’m like, ‘Can AI please solve back pain?’ That would be a huge win… and I think it will.”From his Abundance Summit interview t ...
X @Herbert Ong
Herbert Ong· 2026-03-12 00:45
🚨 Elon Musk on Tesla Optimus at the 2026 Abundance Summit:"We will start production on Optimus 3 this summer, but very slow at first, and then probably reach high-volume production around summer next year.And then we’ll have Optimus 4, a design clean, next year. I try to release a new robot design every year, an improved robot design every year." $TSLAvia @Abundance360 ...
汽车早报|比亚迪加入国际汽车工作组(IATF) 特斯拉上海超级工厂2月交付同比增长91%
Xin Lang Cai Jing· 2026-03-12 00:38
中汽协:2月新能源汽车销量76.5万辆,同比下降14.2% 中汽协数据显示,2月,新能源汽车产销分别完成69.4万辆和76.5万辆,同比分别下降21.8%和14.2%, 新能源汽车新车销量达到汽车新车总销量的42.4%。 比亚迪加入国际汽车工作组(IATF) 3月11日消息,比亚迪股份有限公司正式加入国际汽车工作组(IATF)。比亚迪集团成为IATF AISBL新 成员。 特斯拉上海超级工厂2月交付5.86万台,同比增长91% 据上海证券报,3月11日,特斯拉中国介绍,最新统计数据显示,特斯拉上海超级工厂2026年2月交付量 为5.86万台,相较2025年同期实现了91%的显著增长。其中,Model Y为2月份国内乘用车批发销量冠 军。 3月11日,据广汽埃安消息,旗下紧凑型SUV埃安i60上市至今累计销量已突破28000台。该车提供纯电 与增程两种动力选择,其中增程版在10万价位搭载29度大电池,实现210km纯电续航,同时搭载广汽 GSD驾驶辅助系统。 小米汽车公布停车位确定方法专利 天眼查知识产权信息显示,3月10日,小米汽车科技有限公司申请的"停车位确定方法、装置、车辆、介 质以及程序产品"专利公布。 ...
X @Herbert Ong
Herbert Ong· 2026-03-12 00:06
At least 16 more Tesla Cybercabs were lined up this morning for transport off site.These appear to be the testing versions with the familiar wrap, the same ones already spotted across the country, including Washington DC yesterday. $TSLAhttps://t.co/SjJkwPiXJ4 ...
X @Tesla Owners Silicon Valley
President Trump on Elon Musk today:“I like electric cars. I think they're great! and I like Elon Musk” https://t.co/27eGgxgdz3 ...
3月12日美股成交额前20:英伟达推出开源模型Nemotron 3 Super
Xin Lang Cai Jing· 2026-03-11 20:57
周三美股成交额第1名英伟达收高0.66%,成交259.35亿美元。英伟达周三推出Nemotron 3 Super,这是 一款拥有1200亿参数(120b-parameter)的开源模型。 该模型针对Blackwell架构进行了深度优化,据称其在处理智能体AI系统时的吞吐量最高可达前代 Nemotron Super模型的五倍,准确率提升两倍。 英伟达推出这一模型的目的在于解决由于"长思考(Long Thinking)"和"上下文爆炸(Context Explosion)"导致的成本高昂问题,这些问题此前一直制约着自主智能体(Autonomous Agent)的工作 流速度。 第2名特斯拉收高2.15%,成交253.57亿美元。特斯拉表示,2月份其在中国生产的电动汽车销量大幅增 长,部分原因是去年同期基数较低。 Nemotron 3 Supe开源模型目前已支持谷歌云Google Cloud和甲骨文,对亚马逊AWS和微软Azure的支持 也将于近期上线。 由于农历新年假期的变化会影响生产计划和客户需求,因此年初的两个月通常是中国汽车行业相当忙碌 的时期。 特斯拉的上海工厂是其全球供应链的关键部分,为国内和国际市场生 ...