X @Herbert Ong

🚨 Tesla’s robot factory vs Big Tech spending@CernBasher highlights Tesla is turning its Model S/X line into a robot factory (~1M units) and planning a 10M-unit factory in Texas.He also says Tesla gets about $6–$9 in revenue for every $1 invested, while Big Tech keeps spending more on AI.Big idea: Tesla is spending now to grow humanoid bots and Robotaxis later. $TSLA ...