TESLA Q3 Earnings LIVE xitter.cf/i/broadcasts/1yxBePgZM…
Cern Basher retweeted
Tesla says they will be launching their robotaxi service soon in Las Vegas, Jacksonville, Phoenix and San Antonio.
Tesla just introduced a new Robotaxi and safety report website with lots of new info, including a live Robotaxi mile counter. Here’s everything new:
• People Injured by Tesla Robotaxis: 0
• Tesla Robotaxi Airbag Deployments: 0
• Pedestrians or Cyclists Hit: 0
Tesla Robotaxi miles by city:
• Austin, TX: 2,118,015
• Dallas, TX: 608,130
• Houston, TX: 225,964
• Miami, FL: 46,262
• Orlando, FL: 61,053
• Tampa, FL: 53,117
Other new Robotaxi info:
• Miles driven after dark: 862,000
• Miles in rain: 113,000
• Miles in rush hour: 575,000
tesla.com/robotaxi/safety
There is an infinite demand for intelligence.
There's also effectively an infinite demand for physical intelligence (labor) too.
We are all going to use a lot more of it (whether you realize it or not).
Here's one example...
Replying to @pbeisel @Investanswers
@CernBasher Cern always said there is an infinite demand for intelligence... and Elon can't get a hold of enough NVDIA, fast enough to get them online. The restraint is how much power he can access, until Starship scales.... I'm a perfect example. I though only researchers or geniuses would use 200 USD of Cursor and Grok Heavy. Who could afford that and get benefit from it??? After two months, I can't live without it.. I'm doing projects way beyond my mental capacity, only limited by my imagination and I'm the bottleneck for now..until the bots are more creative than me and understand the world better.. This ''singularity'' we are going into is exciting/crazy/uncertain/ect. for us that are in it..
And yet when Elon said that SpaceX might be able to reach $1T revenue in 2030 the stock price was higher then than it is now when he says that the $1T revenue might come two years earlier!
Sometimes the financial markets hand out free call options.
As crazy as this sounds, $1T in SpaceX revenue in 2028 is no longer impossible
SpaceX LIVESTREAM xitter.cf/i/broadcasts/1Nxarogaa…
Cern Basher retweeted
🚨 This could be a BIG one!
Join us LIVE as we break down SpaceX Q3 earnings, the latest numbers, key updates, and what it all could mean for $SPCX investors.
Tuesday, Oct 20
12:30 pm PT | 2:30 pm CT | 3:30 pm ET
LIVE on X & YouTube
We’ve got an incredible lineup of $SPCX experts joining us:
@esherifftv
@TeslaLarry
@CernBasher
@pbeisel
@nextbigfuture
@JoeTegtmeyer
and MORE!
Set your reminder. And join us LIVE!
You do NOT want to miss this one.
Cern Basher retweeted
2+2 this week.
Yea @CernBasher and I were blown away by Roadster.
A lot is happening in Texas these days with Tesla and SpaceX.
Fasten your 5-point seatbelt. It's quite a ride from here.
Two Guys, Two Weeks Video
Here is a summary of the topics @pbeisel and I talk about in the video:
The Mind-Blowing Tesla Roadster Demo: Phil and I share our sheer disbelief at the new Roadster demonstration, where the car literally held itself upside down and launched vertically. We both agree that this completely ends the traditional supercar race and redefines what is possible.
Active Safety and SpaceX Cross-Pollination: We break down why the Roadster is more than just a fast car. By combining SpaceX cold-gas thrusters and suction fans with Tesla's AI, the car gains unprecedented active safety features. The FSD computer can control the car's physics far faster than humanly possible, keeping you safe on rain, ice, or snow.
Deep Dive into the Roadster's Hardware & Specs: We look closely at some specific engineering details, including the hidden charge port, structural wheel spokes, the carbon-overwrapped pressure vessel (COPV), and intense top-and-bottom battery cooling. We also marvel at how Tesla is using Optimus robot leg actuators to control the vehicle's rear spoiler and throttle valves.
F1 Track Simulations and Massive G-Forces: We look at the staggering 1,341 horsepower generated by the new dual-motor drive unit. We also review a recent track simulation showing that with just a fraction of its suction downforce, the Roadster could crush Max Verstappen's best Formula 1 lap time at the Austin COTA track.
Porsche's Unfortunate Timing: We have a good laugh at Porsche, who unfortunately published a "love letter to the driver" promoting their new hypercar on the exact same day Tesla made the entire automotive industry's traditional metrics obsolete.
SpaceX's "Colossus 3" Intelligence Factory: We discuss the map and drone views of a 444-acre SpaceX site in Brownsville, Texas. Based on the 400 to 500 megawatts of mobile turbine power generation being installed on-site, I conclude that SpaceX is building a massive new data and compute center.
The Mind-Boggling Compute Revenue Potential: We run the math on this new SpaceX "token factory." If fully populated with Nvidia racks, we estimate this single Texas site could generate anywhere from $132 billion to $183 billion in annual revenue, which would completely dwarf Tesla's current manufacturing revenue.
Our Austin Trip and The "Elon Ecosystem" Expansion: Phil and I recount our recent trip to the X Takeover event in Austin. We discuss the inescapable feeling that Austin is the new Silicon Valley, completely driven by the massive scale of construction at Giga Texas (including the Optimus factory) and SpaceX's Bastrop facilities.
First-Hand Autonomous Cybercab Experience: Phil shares his experience riding the autonomous Cybercab at night. We discuss its flawless, confident driving, the cool purple interior lighting, and why consumers will instantly choose it over competitors like Waymo due to its comfort and design.
The X Takeover Event, Nicki Minaj, and Elon Musk: We reflect on the diverse crowd at the X Takeover event, sharing our thoughts on a surprisingly insightful interview with Nicki Minaj about Optimus and freedom of speech, as well as an uplifting phone-in interview from a very happy Elon Musk.
Feeding Bison from the Cybertruck & Future Mergers: To wrap things up, we share a hilarious personal story of hand-feeding bison and camels directly out of my Cybertruck's window. Finally, we speculate on the upcoming back-to-back earnings calls, noting that a formal merger between SpaceX and Tesla feels completely inevitable at this point.
Two Guys, Two Weeks Video
Here is a summary of the topics @pbeisel and I talk about in the video:
The Mind-Blowing Tesla Roadster Demo: Phil and I share our sheer disbelief at the new Roadster demonstration, where the car literally held itself upside down and launched vertically. We both agree that this completely ends the traditional supercar race and redefines what is possible.
Active Safety and SpaceX Cross-Pollination: We break down why the Roadster is more than just a fast car. By combining SpaceX cold-gas thrusters and suction fans with Tesla's AI, the car gains unprecedented active safety features. The FSD computer can control the car's physics far faster than humanly possible, keeping you safe on rain, ice, or snow.
Deep Dive into the Roadster's Hardware & Specs: We look closely at some specific engineering details, including the hidden charge port, structural wheel spokes, the carbon-overwrapped pressure vessel (COPV), and intense top-and-bottom battery cooling. We also marvel at how Tesla is using Optimus robot leg actuators to control the vehicle's rear spoiler and throttle valves.
F1 Track Simulations and Massive G-Forces: We look at the staggering 1,341 horsepower generated by the new dual-motor drive unit. We also review a recent track simulation showing that with just a fraction of its suction downforce, the Roadster could crush Max Verstappen's best Formula 1 lap time at the Austin COTA track.
Porsche's Unfortunate Timing: We have a good laugh at Porsche, who unfortunately published a "love letter to the driver" promoting their new hypercar on the exact same day Tesla made the entire automotive industry's traditional metrics obsolete.
SpaceX's "Colossus 3" Intelligence Factory: We discuss the map and drone views of a 444-acre SpaceX site in Brownsville, Texas. Based on the 400 to 500 megawatts of mobile turbine power generation being installed on-site, I conclude that SpaceX is building a massive new data and compute center.
The Mind-Boggling Compute Revenue Potential: We run the math on this new SpaceX "token factory." If fully populated with Nvidia racks, we estimate this single Texas site could generate anywhere from $132 billion to $183 billion in annual revenue, which would completely dwarf Tesla's current manufacturing revenue.
Our Austin Trip and The "Elon Ecosystem" Expansion: Phil and I recount our recent trip to the X Takeover event in Austin. We discuss the inescapable feeling that Austin is the new Silicon Valley, completely driven by the massive scale of construction at Giga Texas (including the Optimus factory) and SpaceX's Bastrop facilities.
First-Hand Autonomous Cybercab Experience: Phil shares his experience riding the autonomous Cybercab at night. We discuss its flawless, confident driving, the cool purple interior lighting, and why consumers will instantly choose it over competitors like Waymo due to its comfort and design.
The X Takeover Event, Nicki Minaj, and Elon Musk: We reflect on the diverse crowd at the X Takeover event, sharing our thoughts on a surprisingly insightful interview with Nicki Minaj about Optimus and freedom of speech, as well as an uplifting phone-in interview from a very happy Elon Musk.
Feeding Bison from the Cybertruck & Future Mergers: To wrap things up, we share a hilarious personal story of hand-feeding bison and camels directly out of my Cybertruck's window. Finally, we speculate on the upcoming back-to-back earnings calls, noting that a formal merger between SpaceX and Tesla feels completely inevitable at this point.
For those who prefer to watch on YouTube
youtube.com/watch?v=hc_Bws1d…
And be sure to check out Phil's NetP app (it's constantly improving): netp-app.com
Cern Basher retweeted
This new interview is a great deep dive on SpaceX's next big AI build.
Herbert Ong sits down with Cern Basher to talk about Colossus 3.
It sits on 444 acres near Brownsville, Texas.
By Cern's math, that patch of Texas dirt could bring in up to $180 billion a year.
They go through aerial views of the site as the first building takes shape.
They cover the gas turbines, Megapacks and GE Vernova power units, and how there could be room for up to 20 data centers on the land.
They also get into a $40 billion loan for Nvidia chips and how fast each building can go up.
And of course the question everyone is asking: is a Tesla and SpaceX merger close?
Watch it here: youtu.be/DN65KcPJjpk
@herbertong @CernBasher @SpaceX @elonmusk























