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Cern Basher
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Cern Basher
@CernBasher
Co-Founder & Chief Investment Officer at Brilliant Advice
My posts here are not financial advice. Tesla referral link: tesla.com/referral/cern3…
Q1 2025 Tesla All-Hands Meeting Highlights from Elon's comments: - have produced over 7 million vehicles globally. - will surpass 10 million next year. - at times there are rocky times, a little bit of stormy weather. - but the future is bright. - Tesla remains the company of
- Yeah, unsupervised FSD will never happen - too difficult. Wait … 😲
- Elon & Jensen today...amazing On the topic of AI in space - is it possible? Elon: "Yes. If civilization continues, which it probably will, then AI in space is inevitable. You always have to preface that - we shouldn't take civilization for granted - we need to take care toHere is the full interview today with Elon Musk and Jensen Huang at the 2025 U.S.-Saudi Investment Forum.
00:00 - In case you didn't notice, Tesla's Services & Other business is now lifetime profitable (on a gross margin basis). With a record quarterly gross margin of 10.5%.
- Tesla - Wall Street is Dumb Tesla reported their production and delivery numbers today -- deliveries missed the magic 500,000 number by just 4,430 vehicles. If the average Tesla vehicle earns $7,000 in gross profit then Tesla's gross profit will be about $31 million less than
- Tesla Voice Commands Guide I knew that I could talk to my Tesla -- telling it to "open glovebox" and "navigate to..." But I didn't know there were this many commands! Shiva Sapkota created this handy voice commands guide.
- Elon Musk's companies make progress...
We, Progress Tesla - We, Robot xAI - We, Compute X Corp - We, Connect SpaceX - We, Explore Neuralink - We, Think The Boring Company - We, Move Kristian's post below highlights how the "synergistic flywheel of the sum of Elon’s companies grows over the next couple of decades, - Just paid $20.64/mile for a Uber in Austin (a 0.56 mile trip downtown - before tip). Disruption incoming…
- Tesla's Robotaxi Service Area Expansion Let's not lose the significance of what's been done here... Steven Mark Ryan proposed an unconventional, humorous shape for the expansion of the Robotaxi geo-fenced area in Austin. Just 17 days later, Tesla implemented an expansion that
- Uber is toast. Economics always wins.$2.62 vs $12.94
- If SpaceX can produce 5.4 million Starlink terminals per year... ...then Tesla should be able to produce 1 million+ Optimus a year. And if Tesla can build 500,000 vehicles annually at a factory, then why couldn't they build 5 to 10 million Optimus at a bot factory? They canTo meet the growing global demand for high-speed internet, @Starlink is expanding its factory in Bastrop, Texas
00:00 - Tesla Robotaxi in Austin - New Pricing It looks like Tesla's new pricing model in Austin is a base fare of about $0.75 and a per mile cost of about $1.50 - $1.60 --> bringing the average cost per mile traveled to about $1.95. If so - and once their they scale up the number of
$TSLA Tesla has started applying "Short ridges now costless with dynamic pricing" from its 25.7.10 version of the robotaxi app. I just made a table to provide you with a number of data on this. The departure point is my accommodation, and the destination consists of a total of
