Imagine this: You’re in your Tesla, going from your home to the sunny beaches by the Mediterranean Sea. You feel sleepy, so you take a nap. The car drives all by itself – through big highways, twisty mountain roads, and busy towns. It stops at lights, changes lanes, and parks when you get there. Wow! … Read more
Elon targets billions of robots – but, understandably, doesn’t provide super clear guidance on the growth story (that I’m aware of). Everybody agrees on the importance of Optimus for TSLA investment case. We can ball-park the profit per TSLA bot in the long-term ($5k – $50k lifetime value for TSLA) How many TSLA bots will … Read more
Tesla’s Q3 update moved Optimus from R&D buzz to early manufacturing reality: first-generation Optimus production lines are being installed in anticipation of volume production. That’s Tesla’s clearest signal yet that humanoids are headed for the factory floor rather than just flashy demos. Key takeaways: Verbatim from Elon (Q3’25 call) Bottom line: Q3’25 didn’t give deployment … Read more
Article Summary (Key Points) Tesla’s Optimus humanoid robot represents a bold expansion beyond electric vehicles, aiming to transform labor-intensive industries with automation. This analysis evaluates the Optimus segment’s potential contribution to Tesla’s market capitalization over the next five years. We consider direct sales to businesses and consumers, estimate production costs and pricing via first principles, … Read more
🔥 Valuing $NVIDIA as a Real Estate Company That Sells Housing to AI Agents ($100k/Share in 2034) No financial advice!
First of all, check out my video that guides you through my May 2024 valuation of the Tesla stock. It’ll be still relevant 2-3 years from now: 👇 Overview Tesla Profit From Car Sales Profit From Full Self-Driving (FSD) Tesla’s ambitious Full Self-Driving (FSD) technology holds immense potential. With an estimated 24.6 million Tesla cars … Read more
Tesla is doubling down on its focus on becoming the global leader for large-scale AI applications such as self-driving cars and humanoid robots: “While many are pulling back on their investments, we are investing in future growth– including our AI infrastructure, production capacity, our Supercharger and servicenetworks and new products infrastructure – with $2.8B of … Read more
The Tesla Bot (Optimus) and Figure AI Bot (Figure 01) are humanoid robots designed to perform tasks in human environments. Optimus, standing at 5’8″ and weighing 73 kg, can carry up to 20 kg and move at 5 mph, while Figure 01, at 5’6″ and 60 kg, can handle a 20 kg payload and move … Read more
Python’s efficiency and flexibility have established it as a premier language in the areas of artificial intelligence (AI), machine learning (ML), and data sciences—domains integral to the technological advancements of the automotive industry. Tesla, at the forefront of electric vehicles and autonomous technology, harnesses Python’s strengths in developing its cutting-edge technologies. Introduction to Tesla and … Read more
“The future is already here, it’s just unevenly distributed.” — William Gibson Tesla’s humanoid bot, “Optimus“, is not a mere vision anymore. Real bots are built, doing real work. I’ve written two articles attempting to value its impact on the TSLA stock price in the long term: But to conduct a realistic valuation, we first … Read more
💡 Disclaimer: I own TSLA and this is not investment advice. Most people, when thinking about Tesla, primarily consider its car models like the Model 3, Model S, and the recently launched Cybertruck. Enthusiasts often discuss its role in promoting safe driving, the potential of its robotaxi fleet network, and the expected profits these innovations … Read more
Wow, Tesla Full Self-Driving (FSD), the most incredible real-world software system humanity has ever seen, doesn’t rely on explicit code. It’s an end-to-end neural network solution. The new paradigm is: there is no explicit coding; the code is … neural net weights trained on massive data! 🤯 In a recent live stream, Elon Musk and … Read more