Brighter with Herbert

Jensen Huang resigned as Nvidia CEO a day after Elon said hiring him would be an honor. What it means for SpaceX, Tesla and Terafab.

Cyberbulls E215

The Bulls:
Herbert @herbertong
Alexandra @teslaboomermama
Jeff @thejefflutz
Cern @cernbasher

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0:00 Night before Jensen Huang resigned, Elon said hiring him would be an honor
4:37 Nvidia needs a CEO who is highly technical and highly charismatic
8:11 Tesla is in a good position despite near-term Nvidia dependency
10:18 Jensen Huang holds only about 3.5% and little voting rights
13:20 Nvidia-TSMC relationship built on handshakes between Jensen and Mr. Chang
16:49 Make Jensen chairman, or a shareholder vote after the investigation
22:28 This is economic warfare
24:37 Worse outcome for almost everybody except China
27:09 Tesla versus everybody else on Nvidia's platform
31:58 Jensen is not a builder of factories; Nvidia is fabless
35:12 Terafab is more of a certainty in light of this
37:36 Why it all happened in the 10 days after the midterm elections
40:42 Robotaxi now runs 24/7 in every city it's available in
43:08 No more tiny geofences; going big in every city
46:06 Ashok: time to launch a new city trends toward zero
50:00 No Cybercabs added to Texas registration since October 28th
51:11 Tesla hiring for Robotaxi roles in 42 US cities
53:35 Merger announcement expected in December or early January 2027
56:19 Don Harrison leaves the SpaceX board; Google is a 4% owner
1:01:20 SpaceX buying one of the major communication carriers
1:03:14 Merger closing and S&P 500 inclusion before Elon's January tax bill
1:06:01 It wouldn't have unfolded this way if Nvidia weren't in Delaware

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Let's get brighter!
Website: https://brighterfinance.com/
X: @herbertong

Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.

#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock

Merch:
$TSLA Black Hat: https://tinyurl.com/yc5fe3fz
$TSLA White Hat: https://tinyurl.com/bdd9v96m

Tesla robotaxi fleet in Texas just passed Waymo, 1,302 to 1,297, as Tesla hires robotaxi workers in 42 cities.Brian White is one of our only true Tesla journalists. Check out his YouTube channel FutureAza for exclusive interviews and on the ground factory tours. His channel is one I highly recommend you subscribe to. Brian White @FutureAZA (host of FutureAza on YouTube)https://www.youtube.com/@FutureAza🚨 Are you a serious $TSLA or $SPCX investor? Keep close track of all Musk business posts, Tesla and SpaceX catalysts and prediction odds, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.👉 https://www.brighterfinance.com━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ0:00 Tesla passes Waymo in Texas for the first time3:31 No new Cybercabs since answering NHTSA's self-certification questions4:29 Robotaxi roles in 44 US cities; night-shift supervisors signal a real service6:34 Las Vegas is next because of a December 16th permit deadline9:51 Finland approves FSD Supervised ahead of the December 3rd EU vote12:38 Cybercab form factors: a robo van or a cyber SUV16:33 Lars: unsupervised FSD will eventually go into every car18:46 "We wrote the software. We're the driver"21:40 Per-mile fee on your own car when Tesla takes the liabilityBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m

🚨 Are you a serious $TSLA or $SPCX investor? Keep close track of all Musk business posts, Tesla and SpaceX catalysts and prediction odds, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.👉 https://www.brighterfinance.com━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m

🩺 Ready to be seen? Check that appointment off your to-do list with Zocdoc! ✅👉 Book your appointment here: https://zocdoc.com/brighterwithherbert#sponsoredSpaceX board: Google's Don Harrison stepped down after 11 years, and Elon says there are simply too many conflicts of interest with Alphabet.🚨 Are you a serious $TSLA or $SPCX investor? Keep close track of all Musk business posts, Tesla and SpaceX catalysts and prediction odds, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.👉 https://www.brighterfinance.com━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m

Jo Bhakdi is an economist, investor and tech entrepreneur. He has a YouTube channel covering both Tesla and AGI. Check out his website and community at pioneerlands.org

Follow Jo on X:
@JOBhakdi
www.pioneerlands.org

🚨 Are you a serious $TSLA or $SPCX investor?

Keep close track of all Musk business posts, Tesla and SpaceX catalysts and prediction odds, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.

👉 https://www.brighterfinance.com



━━━━━━━━━━━━━━

📚 Want to learn how to trade options?

I’m not the options guy, but my friend Nick Gibbs is!

👉 https://crashcourse.iagmethod.com/herbert

━━━━━━━━━━━━━━

Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.
https://tesla.com/get-app/referral?code=herbert23392

━━━━━━━━━━━━━━

Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ

Become a Patreon: https://www.patreon.com/brighterwithherbert
Become a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join

Your support means alot! ❤️

My website: https://www.BrighterFinance.com
15+ modules of resources for the $TSLA and $SPCX Investor

Let's get brighter!
Website: https://brighterfinance.com/
X: @herbertong

Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.

#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock

Merch:
$TSLA Black Hat: https://tinyurl.com/yc5fe3fz
$TSLA White Hat: https://tinyurl.com/bdd9v96m

Tesla robotaxi launches in San Antonio across about 275 square miles, as Austin's zone grows 62% to roughly 442 square miles.Jeff Lutz is an ex Supply Chain C-Level Exec at several Fortune 100 companies like Google, Lenovo and Motorola. Currently running his own consulting firm.Follow Jeff Lutz on X: @theJeffLutz🚨 Are you a serious $TSLA or $SPCX investor? Keep close track of all Musk business posts, Tesla and SpaceX catalysts and prediction odds, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.👉 https://www.brighterfinance.com━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ0:00 Tesla Robotaxi city #8 is San Antonio2:18 San Antonio opens at 275 square miles, biggest geofence yet5:43 1,282 Tesla Robotaxis in Texas, three behind Waymo7:22 Austin expands 62% to 442 square miles10:11 Operating hours 5 a.m. to 2 a.m.; Cybercabs testing 2 to 6 a.m.12:30 Cancel Cybertruck to go all in on Cybercab19:17 Saudi Arabia fast-tracking Robotaxi and Cybercab testing22:15 Cybertruck's cost is the opportunity, not unprofitability25:54 Morgan Stanley: Cybertruck scale-back signals Robotaxi confidence28:04 Lemonade gives 50% off insurance when using FSD29:56 Project Crystal Sun: $10 billion solar factory near HoustonBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m

SpaceX data centers: Chamath Palihapitiya argues a proposed Texas freeze could help companies that already own AI compute.Jeff Lutz is an ex Supply Chain C-Level Exec at several Fortune 100 companies like Google, Lenovo and Motorola. Currently running his own consulting firm.Follow Jeff Lutz on X: @theJeffLutz🚨 Are you a serious $TSLA or $SPCX investor? Keep close track of all Musk business posts, Tesla and SpaceX catalysts and prediction odds, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.👉 https://www.brighterfinance.com━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ0:00 Texas freeze on AI data centers could actually help SpaceX2:30 Chamath: 90-day out on the Anthropic compute deal is the kingmaking move5:42 Three doors, all ending with AI data centers being built8:00 AI as national security could open federal land12:13 They'll renegotiate with Anthropic, not yank the compute13:38 Elon: Memphis is booming because of the SpaceX data center17:12 Texas governor-elect tones it down; not a complete stop17:59 Elon: SpaceX and Tesla moved from California to Texas21:48 Cochise County property taxes could fall as much as 20%26:07 SpaceX holds compute, options, and space as the ultimate cardBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m

Tesla and SpaceX ownership: Cern Basher explores how AI, Cybercab and Optimus could shift income from human labor to machine ownership.Cern Basher is a chartered financial analyst running his own investment advisory firm called BrilliantAdvice providing wealth management services.Follow Cern on X:https://x.com/CernBasher🚨 Are you a serious $TSLA or $SPCX investor? Track Tesla & SpaceX catalysts and odds 👉 https://www.brighterfinance.comKeep close track of all Musk business posts, prediction forecasts for every upcoming catalyst, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ00:00 Why Ownership Matters02:13 Automation Fuels Politics09:05 Measuring Automation11:36 Tesla SpaceX Examples19:40 Abundance Versus Inequality26:24 Automation Hits Jobs32:25 Work Becomes Optional39:24 Rise Of The Titans41:46 Politics Versus AutomationBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m

SpaceX data centers: Elon calls the backlash temporary & estimates a $500B ARR━━━━━━━━━━━━━━🚨 Are you a serious $TSLA or $SPCX investor? Track Tesla & SpaceX catalysts and odds 👉 https://www.brighterfinance.comKeep close track of all Musk business posts, prediction forecasts for every upcoming catalyst, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ0:00 Data center backlash, Memphis and computers in space4:08 Elon: Memphis booming and twice the prevailing wage7:20 SpaceX revenue: $100B this December, $500B next December, $1T odds11:01 Building compute is extraordinarily hard12:50 Airstream at Memphis and building a gigawatt plant in a year14:16 Terawatt plant needs 30 times next year's global AI chip production16:43 20–30 million humanoid robots to match US output17:55 Star Mind space data centers and first launches20:21 Ship 42 catch attempt: catching both booster and StarshipBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m

Tesla robotaxi: Larry Goldberg’s 20,000 simulations model roughly 50,000 network cars by end-2027, with most customer-owned.Larry Goldberg is a serial entrepreneur and has been an active Venture Capital investor for the last decade. Check out lumasenti.com Follow Larry on X: @TeslaLarry🚨 Are you a serious $TSLA or $SPCX investor? Keep close track of all Musk business posts, Tesla and SpaceX catalysts and prediction odds, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.👉 https://www.brighterfinance.com━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ0:00 50,000 Robotaxis by end of 2027 in the median case2:05 Monte Carlo: 20,000 simulations of the Robotaxi model5:06 Majority could be customer-owned cars9:13 Start fleet of about 1,100 Tesla-owned cars10:01 Cybercab production rate caps the fleet12:31 Safety pause from a serious event15:16 S-curve: 17,500 cars in Q3 to 50,000 in Q4 202718:13 FY27 revenue $348 million to $2.5 billion; mid about $900 million24:10 Doubling each quarter; fleet growth is the lever26:41 Fare is the model weakness; Austin charges much more30:01 Fleet growth correlation of 0.85; P90 about 110,000 cars32:29 Biggest limit is putting cars into markets, not productionBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m