Cern Basher
@CernBasher
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Co-Founder & Chief Investment Officer at Brilliant Advice My posts here are not financial advice
Austin, TX
Joined March 2011
For those that may have missed my earlier posts on humanoid bots, here's a compendium of some relevant posts... a 23 part thread... 1) A deflation machine 2) An economic reboot 3) Humanoid bot motto 4) Bot napkin math at massive scale 5) Bot market vs EV market 6) Humanoid bots
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And let's not forget what's happening here... https://t.co/MneRn4U62L
Elon Musk - Taking us from One System to Another Here's another way to look at what Elon is contributing to the world... So it's just as wrong to call Tesla a real-world AI company as it was to call it a car company. Open your eyes - it's about so much more than that! Elon is
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The X Holding Company - The Anti-Alphabet Elon appears to be marshalling his resources to compete with Google head-to-head: 1) AI on earth - xAI vs Deepmind 2) AI in space (Alphabet doesn't have a rocket company, but they will benefit from SpaceX lowering launch costs) 3)
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What did 10 Tech Titans get for $3.67 Trillion in Capital Spending? The 10 Titans shown in the chart below have spent a combined $3.67 trillion on CapEx and R&D over the last ten years (well, almost ten years, 39 quarters). Amazon accounted for nearly $1 trillion, Google spend
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AJ makes some strong points here. I might quibble about his characterization of "catastrophic outflow" vs "epic dilution" but his overall point about getting shareholder buy-in is important. Of course, it's not all about manipulating shareholders to get what Elon wants - it's
Here’s the brilliance of the staged SpaceX/xAI—and soon Tesla—merger. Elon’s refusal to shut down Tesla + SpaceX/xAI merger speculation strongly suggests this is already in motion. Doing it all at once—T + S + xAI—would have been enormously complex, and I’m sure every advisor
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I don’t know, but I don’t think Elon’s thinking big enough here…
@BrianRoemmele * in the galaxy
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@CernBasher Wouldn't it be ironic if the 2018 post to take Tesla private at $420 happened for reals? 😂 "Am considering taking Tesla private at $420. Funding secured."
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And here's how it stands as of today with "two of three Elon's companies" pairing off...
What might Elon's voting control be if SpaceX & xAI join forces with Tesla? It could be about 30% if SpaceX is valued at $1 trillion and xAI is valued at $300 billion forming a $2.7 trillion company. Or if SpaceX is valued at $1.4 trillion and xAI is valued at $500 billion it
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Will the largest company on Earth be the one that allows us to break the confines of our planet?
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SpaceX + xAI IPO > $1.8 trillion? I place a very high likelihood that SpaceX (especially now with the addition of xAI) will go public at the highest valuation ever seen for an IPO. Not just $1.5 trillion, but something closer to $1.8 trillion. Saudi Arabia’s state-sponsored
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The future economy may look very different, and Tesla is right at the center of it! @CernBasher explains how Tesla’s AI and Optimus robots could boost productivity across many industries! If Tesla scales millions of robots, the impact on the economy, and Tesla’s revenue, could
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TSLA Stock - 3 Fun Facts 1) Over the last 12 months $8.38 trillion worth of TSLA shares changed hands. 2) That's about 5 times the current market value of Tesla - this means that the average holding period was just over two months - and you-all call yourself investors! With a
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Attn Uber investors - here's a way to burn your capital even faster... More seriously: This is good for Tesla as Waymo is paving the way for autonomous vehicles in more and more cities.
Alphabet is significantly ramping up their robotaxi ambitions! Waymo gets another $16 billion more in capital.
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Tesla Insurance - My Personal Experience In Florida it would have cost us about $700 per month to insure two Cybertrucks. After moving to Texas we had the opportunity to obtain insurance directly through Tesla. The first month's cost was $550.78 - a 21% savings. But Tesla also
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Tesla + SpaceX + xAI -- Why not? Much ink has been spilled in the last 24 hours about all the benefits of merging SpaceX & xAI with Tesla. I get it -- I'm into the long-term vision -- in Sept 2024 I wrote: "Musk Inc --> A Disruption Machine" https://t.co/fIlUSvs7j3 I wrote
Musk Inc --> A Disruption Machine Elon's companies - Tesla, SpaceX, X, xAI, Neuralink and The Boring Company - are likely going to disrupt more than 100 companies in the S&P 500 Index that account for more than 50% of the index's market capitalization. The companies that are
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Note: Those were Elon's ownership percentages. His voting control could be higher if he somehow retains some form of super voting shares from SpaceX.
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What might Elon's voting control be if SpaceX & xAI join forces with Tesla? It could be about 30% if SpaceX is valued at $1 trillion and xAI is valued at $300 billion forming a $2.7 trillion company. Or if SpaceX is valued at $1.4 trillion and xAI is valued at $500 billion it
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Correction: And let's not forget about Robotaxi - another $750 billion in revenue could be generated by a fleet of about 10 million (not 1 million) Robotaxis (each only charging a $1 base fare and $1 per mile).
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Thank you to @JoeTegtmeyer for his amazing work documenting Tesla's on-going expansion at Giga Texas. This little plot of land on the banks of the Colorado River could produce more revenue than the GDP of Taiwan.
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