Detailed view for this entity.
“Ford has bet 5 billion on its next gen all electric vehicles that will feature a building technology that Tesla has commercialized in the US with its Cybert truck.”
“In short, Tesla, real world AI, no one else has a hope. This is a big deal.”
“we now have confirmation from Elon Musk that both Tesla and separately also SpaceX now have a mandate each to get to 100 GW per year of solar production.”
“I also want to make you guys aware that Tesla is set to report earnings tomorrow after the market closes.”
“if you're going to put 80% of those chips in space, you also need to power them. And in order to power them, you need a massive solar array...”
“So now if you think about Tesla and its opportunity set, if transportation is about 5% of GDP, that's robo taxi. It's going after that.”
“Elon has already mentioned we have 9 million Tesla vehicles in the world that maybe half of which might be capable of providing the the digital inference for this effort.”
“If Tesla has access to all of these car chips that are out there and car uh everything's out there, then that gives them more ability to respond quicker.”
“Tesla released the company compiled analyst estimates for Q1. This is a summary of that and I'm taking their information and then doing some analysis on it. So the first row where it says consensus in Q1, they're expecting 365,000 deliveries of all the vehicles in energy storage deployments of 14.4 uh gawatt hours.”
“I'm thinking that in 2026 next year Tesla is going to have 100,000 robo taxis on the road and this is the number that we're going to get.”
“100,000 robo taxis on the road and this is the number that we're going to get. 4.5 billion in revenue and almost 1.5 billion in profits.”
“The next year 250,000 robo taxis on the road 11 billion revenue.”
“In 2028, 500,000 robo taxis on the road.”
“but 2030, 1 million on the road, almost 46 billion in revenue”
“and nearly $200 billion in just revenue and nearly 73 billion in profits.”
“the bot Elon is talking about he'd be surprised if they're not making 100,000 bots a month by 2030. Essentially 1.2 million robots.”
“So, this is interesting. Tesla is set to launch a new vehicle, like a new car, a new robot on wheels, and it's getting the whole market excited.”
“I'm telling you that right now because Tesla did buy invest some money, I think it was 2 billion into XAI and then that went under SpaceX.”