Cern Basher @CernBasher
Playing with ideas. Co-Founder & Chief Investment Officer at Brilliant Advice - My posts here are Not Financial Advice brilliantadvice.net Sarasota, FL Joined March 2011-
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Bot Market vs EV Market "Most of the bot companies will bankrupt in the end just like hundreds of the EV startups." - think many people In my view, the bot market is quite a bit different than the EV market. I think there's room for many companies and some of them could be very…
Whole Mars Catalog (S.. @WholeMarsBlog
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13K Followers 127 Following Biking, Running, Hiking, Climbing - Always adventuring. Cybertruck Lead Engineer Reliability, Test, and Analysis for all Tesla vehicles.@CernBasher @herbertong They’d have to turnover that inventory every 10-11 days on average to be “at capacity”. just a fun fact.
Chinese company Astribot unveiled their bimanual robot, showcasing impressive dexterity in household tasks. It's not really a humanoid robot, but it has the potential to evolve into one.
@CernBasher @HansCNelson This is what happens when you have a big Uber position.
This is indeed troubling for Tesla. Let me add one point: there is no good way to track all of the accidents that were avoided by Tesla FSD. This leads to a massive negative bias toward its shortcomings rather than a balanced view of the good and bad. @Tesla might I suggest you…
I am thinking about giving free financial analysis and company valuation classes plus cover various other corporate finance topics if this works/easy to us👇
Conferences on 𝕏 are coming soon! You'll be able to host meetings just like on Zoom, Google Meet, or Microsoft Teams.
How is @Jason so wrong on the roll out of @Tesla Robotaxi's? 10 years to be 5% of rides? 😂 Between their low COGs & general approach, Tesla can turn Robotaxis on in every major market that allows it at roughly the same time. Waymo cannot. There is no one else.
E176 is LIVE on @X lots to cover on this one! (0:00) bestie intros: reservation tips! (5:20) $META goes scorched earth in AI, why the stock was down despite beating on earnings (22:20) $TSLA's roadmap: ranking the company's highest-upside bets outside of cars for the next 10…
@heyitsyashu Stop putting parasite @garyblack00 (who sold his TSLA and bought RIVN/UBER displaying extremely poor judhemenoofor a "Ws expert") back on pedestal where he can start pissing on us again @alojoh @TeslaBoomerMama @CernBasher @TeslaLarry @herbertong @thejefflutz
Tesla Trends - What Do People Do In A World Where Robots Can Perform Many, Or Even Most, Tasks? With the latest Optimus video demonstrating the rapid advancement of its capabilities, folding shirts, and all the large language models and other applications of AI, many people are…
@CernBasher @Astribot_Inc Excellent!! The humanoid bit space keeps getting better and better!
the FBI calls crypto money so they can arrest you for money laundering the IRS calls it property so they can tax you on capital gains the SEC calls it a security so they can sue every exchange the CFTC calls it a commodity so you can’t use it as a currency
@VacekvVita @heyBarsee @GoingBallistic5 We just added it now @CernBasher
@CernBasher Optimus will replace all forms of human labor, if wanted ! 🤯 (think about that)
@CernBasher Production at scale, design, functionality and brand will set the companies apart.
Robotaxi and Transportation in 2040? US households spent $1.6 Trillion on transportation in 2023. And this cost can be cut in half as shown below, which means each family in the US could save $6K to $8K per year. Inspired by @CernBasher 's video youtube.com/watch?v=vM-FFN…
@herbertong @thejefflutz Listen to today's All In Podcast. Chamath drops some gold in the podcast about TSLA
@CernBasher Did you ever create a model for a scenario of autonomous Tesla Semis? Really seems like an interesting topic that seems under discussed.
@CernBasher I fully agree. Many bots and companies will succeed. The technologies are converging and robots are unavoidable. I am actually wondering if bots aren't as difficult to make as some companies claim - so many of them are making great moves.