X @Herbert Ong

RT Brett Winton (@wintonARK)Was talking to a sellside analyst at the cybercab event.He was all: “ Robotaxi, meh, but I really think the humanoid robot story is what’s promising here.”And I’m: “can you even math?!?”On a first order estimate I think Tesla will need to throw $100 to $200 billion into AI compute in order to solve humanoid robot commercialization.And it will be great money spent!And Robotaxi should kick off plenty of cashflow to fund it!And it will be so tempting to institutions to just take tha ...