They step back. Okay. Just for anyone who might be confused.There's no check written out right now for $1,000,000,000,000. There's a major bar to clear. Just walk us through the targets that the board is now set for to see how Elon Musk was teased about 2018.I mean, those targets, everyone's like, there's no way Tesla would hit them and they exceeded them. So, look, I think it just comes back to when it looks at robotics and you look at autonomous. I mean, this is the most important chapter, I think, in the ...

Going live for FOMO HOUR in 20 minutes!We're talking markets, ZEC, google integration prediction markets and moreThen our convo with @ethermage on the evolution of Virtuals, the latest with AI Agents onchain, robotics & more+ YeetJoin us live at 10 am ET!FOMO HOUR (@fomohour):We have @ethermage from @virtuals_io on the show tomorrow!Join him, @farokh, @Tyler_Did_It & @rektmando at 10am ET to talk:• AI, robotics• Market report• Daily news+ @yeet giveaway & moreUse referral link & follow the rules in the repl ...

Elon just got 75% investor support, a huge win for his plan to build an “army of robots.” 🔥Deepwater's Gene Munster explains how this vote boosts confidence in Musk’s AI and robotics goals, his trillion-dollar pay plan, and Tesla’s next big chapter. $TSLA https://t.co/uI9TG1rjxE ...

Agentic Commerce & AI - Agentic Commerce 有望在 2026 年爆发，预计将被数十亿的代理使用 [1] - 代理信誉层至关重要，Ethos Network、Ch40sChain、Moca Network 等协议可能提供代理信誉数据存储库，从而增强经济互动 [1] - 关注新兴的 AI 优先链，这些链将 Agentic 活动作为优先事项，例如 GoKiteAI、NEARProtocol、Fetch_ai、0G_labs ICP 及其合作伙伴 [1] - AI 支持的收益，如 gaib_ai、USDai_Official、AethirCloud，鉴于对计算和 GPU 的巨大需求 [1] - KaitoAI 和 cookiedotfun 正在探索资本加权的思想份额、增强的分析和代理群，以破译时间线中的信号 [2] Robotics & Undervaluation - 过去 6 个月机器人技术改进速度惊人，预计将呈指数级增长，目前可以预购价格低于 2 万美元的机器人 [1] - 机器人领域总市值低于 4 亿美元，被严重低估 [1] Decentralized Finance (DeFi) & Traditional Finance (TradFi) - 资产管理和收益优化代理，如 gizatechxyz、almanak、yieldseekerxyz、ZyfAI_，使自动赚取 2 倍 TradFi 收益变得更容易，且没有费用和麻烦 [1] - 稳定币和 NeoBanks 正在迫使 TradFi 采用或被抛弃，关注 Tether 和 Circle 市值增长，表明更多美元进入链上，为 Agentic 基础设施的开发做好准备 [1] - 预测市场有机会颠覆传统博彩市场，为零售提供突破性用例，Vooi_io 等聚合器支持通过单一 UI 耕作多个 Perp DEX [1] - RWA（Real World Assets）的代币化是不可避免的，区块链优于当前系统 [1] Privacy & Regulation - 隐私币解决了区块链活动过于透明的问题，ZEC 价格上涨是该领域的良好营销案例 [1] - EchoDotxyz 的收购已为 ICO SZN 第二轮做好准备，一旦《Clarity Act》通过，将与 Base token 一起，以及代币持有者的股权权利如何出现 [1] Data & Tokenization - 即使是 InfoFi 仍然很原始，平台正在收集有价值的数据 [2] - 监控 DAT 的进展和 mNAV，作为机构兴趣短期上限的指标，同时监控谁在推出 DAT 作为锁定团队代币的流动性事件或出于真正的原因 [1]

All right. Well, looking at the action in Tesla this morning, shares are up just like 1%. Kind of a muted reaction.A lot of us thought this was a big deal. Does this a sign that Tesla shareholders never really thought he was leaving the fact that we're not seeing a bigger jump in the stock. >> Yes, I think that um for Tesla shareholders, this was very much the case.So, they wanted to tie him to the company. I don't think anybody seriously believed that he was going to leave. However, the pay package and tyi ...

Agentic Commerce & AI - Agentic Commerce 将在 2026 年迎来爆发，预计数十亿 Agent 将参与其中，行业关注 Coinbase 和以太坊基金会等领先者，以及 Nethermind 等如何提供支持 [1] - Agent 信誉层是 Agentic Commerce 达到临界规模的关键，Ethos Network、Ch40sChain 和 Moca Network 等协议可能提供 Agent 信誉数据存储库，信誉最高的 Agent 可能会获得大部分经济活动 [1] - 机器人技术在过去 6 个月内改进速度惊人，预计将呈指数级增长，目前可以预订价格低于 2 万美元的机器人，Auki、peaq、Roba_Labs 等公司正在开拓，但总市值低于 4 亿美金，行业认为被低估 [1] - AI 驱动的收益产品，如 gaib_ai、USDai_Official 和 AethirCloud，鉴于对计算和 GPU 的巨大需求，具有增长潜力 [1] - 新兴的 AI First 公链，如 GoKiteAI、NEARProtocol、Fetch_ai、0G_labs 和 ICP，优先考虑 Agent 活动，并积极寻找合作伙伴以引入真实活动到其生态系统中 [1] DeFi & TradFi Integration - 资产管理和收益优化 Agent，如 gizatechxyz、almanak、yieldseekerxyz 和 ZyfAI_，使自动赚取 2 倍于传统金融的收益变得更容易，且无需高额费用和麻烦 [1] - 稳定币和 NeoBanks 正在迫使传统金融采用或被淘汰，Tria Legion 的销售，加密货币卡的活跃以及 Plasma 的愿景，甚至 Revolut、VISA 和 Mastercard 对加密货币和 Agent 的关注都表明了这一点 [1] - Tether 和 Circle 市值增长表明有更多美元进入链上，为 Agentic 基础设施的开发做好了准备，预计未来 Agent 的经济活动将超过人类，监测其与 M2 流动性一致性非常有用 [1] Privacy & Tokenization - 隐私币解决了区块链活动过于透明的问题，ZEC 价格上涨是该领域很好的营销案例，行业认为未来会出现更好的隐私币 [1] - RWA（包括股票）的代币化是不可避免的，尽管 ASX 和 LSE 等公司之前的尝试失败了，但区块链比当前系统更好 [1] Data & Prediction Markets - 信息金融仍然处于初级阶段，平台正在收集有价值的数据，KaitoAI 和 cookiedotfun 正在探索资本加权的思想份额、增强的分析和 Agent 群，以从时间线中解读信号 [2] - 预测市场有机会颠覆传统博彩市场，为零售提供突破性用例，Vooi 等聚合器使您能够通过单个 UI 耕种多个 Perp DEX，并得到 Yzilabs 的支持，后者曾提供 10 亿美元的赠款来孵化更多 BNB 上的 AI First 项目 [1]

Robotics Industry Landscape in China - 英伟达 CEO 黄仁勋表示，中国将赢得人工智能竞赛，其中包括机器人技术 [1] - 中国涌现出一批传统机器人公司，如小鹏汽车 (@XPengMotors)、宇树科技 (@UnitreeRobotics)、优必选 (@UBTECHRobotics)、深蓝机器人 (@DeepRobotics_CN)、星河动力 (@engineairobot)、傅利叶智能 (@FourierRobots)、智远机器人 (@AgiBot_zhiyuan) 和博星机器人 (@boosterobotics) 等 [1] Web3 and Robotics Convergence - Web3 与传统机器人技术之间存在重叠，商业关系将双向发展 [2] - 行业预计区块链机器人公司和传统机器人公司最终将融合 [2] - 传统金融 (TradFi) 和去中心化金融 (DeFi) 最终将统一为“金融” [2] Institutional Adoption of Blockchain - 花旗集团与 Coinbase 合作 [2] - 贝莱德 (Blackrock) 在以太坊 (ETH) 上进行 BUIDL [2] - VISA 和万事达卡 (Mastercard) 正在探索稳定币和代理解决方案 [2] Fintech Innovation - Neo Banks 获得关注，例如 @useTria 超额认购 36 倍，并集成了人工智能，@plasma 推出 XPL 代币，@RevolutApp 提供美元和稳定币之间的 1:1 兑换 [2] Future Trends - 2026 年机器人技术将发生范式转变，包括链上机器人产品之间的交叉 [3]

Core Insights - The demand for AI hardware is expected to drive significant infrastructure spending, with estimates ranging from $3 trillion to $4 trillion by 2030 [2][14] - The iShares Semiconductor ETF focuses on companies that are poised to benefit from this AI infrastructure spending, holding a concentrated portfolio of 30 semiconductor stocks [3][4] - Nvidia, AMD, and Broadcom are the top three holdings in the ETF, collectively accounting for 25% of its value and have shown substantial returns since the AI boom began in early 2023 [4][5] Industry Trends - AI models require increasingly more computing power, with the latest models using up to 1,000 times more tokens than previous generations, leading to higher demand for data center capacity [1] - Nvidia leads the AI data center GPU market, with its latest chips offering up to 50 times the performance of earlier models, indicating strong revenue growth potential [7] - AMD has secured a significant deal with OpenAI, potentially worth $90 billion by 2030, which will enhance its position in the AI hardware market [8] ETF Performance - The iShares Semiconductor ETF has delivered a compound annual return of 11.9% since its inception, with an accelerated return of 27.2% over the past decade due to increased demand for advanced chips [11][12] - Consistent investments in the ETF could yield substantial returns, with projections showing that investing $500 monthly could grow to $1 million in under 30 years, even at a conservative return rate [12][16] - The ETF's top three holdings have achieved a median return of 529% since the start of the AI boom, significantly outperforming the S&P 500 index [4][12] Company Insights - Broadcom provides essential networking equipment that enhances data processing speeds, crucial for AI workloads [9] - Micron Technology supplies high-bandwidth memory solutions used in GPUs from Nvidia and AMD, indicating its importance in the AI hardware ecosystem [10] - Qualcomm is entering the AI data center market, expanding competition among major players like Nvidia and AMD [10]

Core Insights - Tesla is considering the establishment of its own semiconductor fabrication plant to address the increasing demand for chips essential for its artificial intelligence and robotics initiatives [1] Company Summary - The move to build a semiconductor fabrication plant indicates Tesla's strategic focus on enhancing its supply chain capabilities and reducing dependency on external chip suppliers [1] - This initiative aligns with the broader trend in the automotive industry, where companies are increasingly investing in semiconductor production to support advanced technologies [1] Industry Summary - The semiconductor industry is experiencing heightened demand due to the growing integration of AI and robotics in various sectors, particularly in automotive [1] - Companies in the automotive sector are recognizing the importance of securing chip supply to maintain competitiveness and innovation in their product offerings [1]

RT X Freeze (@XFreeze)Elon Musk: What we're about to embark upon is not merely a new chapter of the future of Tesla, but a whole new book and Optimus is a fundamental part of thatThe scale of Optimus, like I said, that's really going to be something elseI think it's going to be the biggest product of all time, by farLike bigger than cell phones, bigger than anything. I guess the way to think about it is that every human on Earth is going to want to have their own personal R2-D2 C-3POI think there could be t ...