I don't think there's anyone more passionate about $NVDA than Jensen.
Removing him for something he did that's OUTSIDE of his work is a BIG mistake.
No one can lead Nvidia like Jensen. No one.
@TeslaLarry Yes I know that which is why I made this post saying that even if they decided to do so, it's not a doomsday scenario.
It's crazy to me that some accounts take it out of proportion and get to a silly conclusion. That's how FUD gets created.
So it's looking like Anthropic will not renew the contract with $SPCX for their compute next year.
Many posts saying that this will be a big loss for SpaceX but compute is scarce right now and only 50% will used to be rented out meaning the other half is being generated through Grok bot which is equivalent to $50 billion per GW in revenue already.
The other half WILL be rented out as compute is in low supply for now and will be for some time. No Anthropic? No problem, there's a massive line-up waiting to just rent compute from SpaceX.
Enough with the doomsday scenario that SpaceX's high revenue/profits is over. It's not.
It's only getting started.
The latest $TSLA news is π₯:
1. Finland approved FSD making them the 11th EU country to do so! Sweden & Norway should follow suit sooner than later now.
2. Tesla overtakes Waymo in Texas Robotaxi registrations for the first time. 1,302 vs 1,297
3. Tesla to deliver 50 Semis to Chicago in November for the first time!
4. Elon says the Cybertruck production will extend through end of summer 2027 instead of mid year as order backlog piles up.
5. Giga-Berlin plant manager says any second factory or major expansion of the factory will not result in producing Model Y's hinting that other vehicles will be produced there. Most likely the Semi, and/or maybe, the Cybercab.
6. Tesla Shop launches new merch Christmas! Go check them out: https://t.co/cEHv88XDJE
What amount Cyebrcabs will it matter to explode $TSLA stock? Is it 5,000? 10,000? 20,000?
I brought on @CernBasher to answer this question in depth and the answer is not what you think!
Also, some individuals are claiming that 1-2 million Robotaxis is already priced into $TSLA. Cern and I disagree as he shows his work why that isn't the case.
We discussed many other important points that we believe every Tesla investor should know. And yes, we spoke about the implications of a merger with $SPCX as well.
This was an awesome & informative podcast and is available for YouTube Members and X subscribers only until Wednesday morning!
GET YOUR POPCORN(s) READY!
https://t.co/17eH3CSRnl
I have been sold on FSD. I am not interested in buying a vehicle without it.
But now what happens when I need a new vehicle? There is nothing I can buy!
I donβt want to downgrade to a model Y or 3.
This is my main frustration with the cancellation of the Model X and Cybertruck. They left us with no luxury options.
The cat is out the bag!
Elon assigned committees in both $TSLA & $SPCX to discuss on how to merge them together but what are they discussing? What agreement are they trying to agree on? How long will this take? Will they ever get into an agreement?
These are important questions ask and although hard to answer at the moment, @TeslaBoomerMama breaks it down perfect.
As a Tesla investor, I am fully convinced that no other automakers will have the guts to license $TSLA's FSD nor do I believe Tesla will license it if the model isn't highly volumized.
Hence I am removing FSD licensing out of my Tesla valuation.