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Search Herbert's videos, ideas, companies, predictions, and investment commentary.
Weekly summary
Top news from the last 7 days
Tesla
Optimus
- Tesla cuts next AI chip memory in half to support Optimus production.
- Tesla posts Austin role to develop and launch highly automated Optimus assembly lines.
- Tesla posts Optimus fleet coordinator role covering operations across multiple sites.
Tesla Stock / Analysts
- Elon says Optimus and Cybercab will comprise the vast majority of Tesla's value.
- Barclays thinks a Tesla-SpaceX merger could be announced within weeks.
Other Tesla
- Tesla SpaceX merger is absent from the ballot; proxy lists three items.
SpaceX
Starship / Starlink
- SpaceX files to launch up to 456 Starships annually from Starbase, under review.
SpaceX Stock / AI
- 444-acre Texas plot confirmed for SpaceX Colossus 3 data center construction.
- SpaceX base case burns $14 billion to $22 billion quarterly in 2027, exhausting cash by year-end.
- SpaceX probably exceeds $100 trillion within 10 years absent major world war, Elon says.
- Texas site has about 400 megawatts of power turbines, likely exceeding 500 megawatts now.
- SpaceX valuation model's high case reaches $1,337 per share, while its low case falls below zero.
GrokBot / Terafab / AI
- Elon says SpaceX may exceed 10 gigawatts of compute capacity.
- Elon expects 220,000 Nvidia GPUs online in October, with more in November and December.
- Musk says Terrafab output value will rank among the top 20 country GDPs.
- Goldberg's base case projects 296 gigawatts of orbital computing capacity by 2040.
- Orbital hardware cost per watt can shift modeled SpaceX value by $563 per share.
Other SpaceX
- Elon pledges one SpaceX share to every American child next year, worth $10.5 billion.
Other
Markets / Macro
- CoreWeave bonds hit junk-level spreads as data-center debt weakens.
- 58% of new cars registered in China are electric so far in 2026.
More stories
Tesla
Robotaxi / Cybercab
- Tesla robotaxi service now runs until midnight in Austin, Dallas, and Tampa.
FSD / Vehicles
- Slovakia approves Tesla supervised FSD, becoming the ninth approving country.
Optimus
- Tesla files patent application for robot fingertip, palm, and other touch sensors.
Tesla Stock / Analysts
- Tesla earnings report scheduled for Wednesday.
Other Tesla
- Tesla sets its annual shareholder meeting for December 3.
- Tesla files patent for locating vehicles with Starlink satellites.
SpaceX
Starship / Starlink
- 925% Starlink revenue growth in five years forecast in an estimate shared by John Erlickman.
SpaceX Stock / AI
- Cern Basher estimates six Texas data centers could generate $130 billion to $180 billion annually.
- Ron Baron predicts a $20 trillion to $50 trillion SpaceX valuation.
- Morgan Stanley's Adam Jonas says distributed inference cloud has SpaceX's greatest ignored growth potential.
- Elon Musk reportedly forecasts SpaceX revenue exceeding trillions of dollars within less than 10 years.
- Second matching foundation under construction beside first Texas mini hard building.
- SpaceX purchased Jacksonville power company APR for about $1 billion earlier this year.
- Reportedly $40 billion SpaceX credit line remains unsigned and is excluded from the valuation model.
GrokBot / Terafab / AI
- Musk endorses Terrafab as a step toward harnessing the power of a star.
- CERN identifies a new data center development in Brownsville.
Herbert's own videos186
Herbert's own recordings, transcribed and indexed.
PredictionElon Unleashes Bullish SpaceX Announcements: $100 Trillion Coming?
Elon Musk forecasts that SpaceX could exceed a $100 trillion valuation in under 10 years, excluding a major world war. The discussion highlights Terrafab, orbital compute, Starlink expansion, and proposed Starship launch growth, while identifying financing and execution risks.
For TSLA & SPCX investors
- 01SpaceX's $100 trillion valuation is a forecast, not an achieved result.
- 02Starbase's proposed 456 annual Starship flights remain under review.
- 03Orbital compute faces financing, launch-cost, execution, and deployment risks.
PredictionMerger Missing From Tesla’s Ballot... and Elon’s $10B Gift
Tesla's December 3 shareholder meeting agenda covers board seats, compensation, and the auditor, with no merger vote included. Elon pledged to give one SpaceX share to every child in America next year, while Tesla's robotaxi fleet and international FSD approvals continued expanding.
For TSLA & SPCX investors
- 01Tesla's December 3 shareholder meeting agenda excludes a merger vote.
- 02Elon's proposed SpaceX share distribution could reach roughly 72 million American children.
- 03Robotaxi expansion and FSD approvals remain important Tesla autonomy catalysts.
ExplainerTESLA Q3 Earnings LIVE
Main points appear after the transcript review.
ExplainerSpaceX LIVESTREAM
Main points appear after the transcript review.
PredictionTesla Supplier: Optimus V3 Is Basically Done
Tesla hiring, supplier filings, factory construction and chip decisions indicate that Optimus production preparations are advancing, while V3 remains unrevealed. The hand remains the central technical and manufacturing bottleneck, and Tesla has not provided a 2026 production target.
For TSLA & SPCX investors
- 01Optimus V3 hardware is reportedly frozen, but Tesla has not confirmed production volumes.
- 02The hand remains the key manufacturing and reliability bottleneck.
- 03Tesla has provided no 2026 Optimus production target.
PredictionIs SpaceX Stock Worth Double? 20,000 Simulations Answer
Larry Goldberg's SpaceX valuation model assigns a $322-per-share base case but identifies substantial downside risk, including a potential zero value. The valuation depends heavily on orbital computing becoming economically viable, while funding needs and credit-market conditions remain major risks.
For TSLA & SPCX investors
- 01Orbital compute economics are SpaceX's central valuation catalyst.
- 02Funding requirements and credit-market access create significant downside risk.
- 03Goldberg expects satellite data before mid-next year to clarify costs and throughput.
PredictionSpaceX’s $180 Billion Patch of Texas Dirt
SpaceX is developing data-center infrastructure on a 444-acre tract near Brownsville, Texas, with at least two similar buildings and substantial on-site power equipment. Cern Basher estimates the site could eventually support six mini-hards generating $130 billion to $180 billion annually, but those figures depend on theoretical utilization, chip mix, pricing, and construction speed.
For TSLA & SPCX investors
- 01Texas adds a second major SpaceX data-center location beyond Memphis.
- 02Revenue estimates are forecasts, not realized results.
- 03Power availability and chip deployment remain key execution risks.
PredictionEvery Tesla OR SpaceX Investor Needs To Watch This
Tesla unveiled three Roadster versions featuring SpaceX thrusters, with production targeted for 2028 and final pricing still unannounced. Cybercab registrations reached 349 in Texas, while a Barclays forecast suggested a potential Tesla-SpaceX merger announcement before December.
For TSLA & SPCX investors
- 01Roadster production is targeted for 2028, but Tesla has not announced final pricing.
- 02Cybercab registrations increased sharply, while reported paid-ride incidents involved no injuries.
- 03A potential Tesla-SpaceX merger remains an analyst forecast, not an announced transaction.
PredictionJUST RECORDED: Elon SHOCKS Everyone With Flying Car
Tesla and SpaceX demonstrated a flying Roadster prototype using rocket-derived systems and suction fans. Production was targeted for 2028, while the presenters highlighted extreme performance and acknowledged safety and legal limitations.
For TSLA & SPCX investors
- 01The flying Roadster demo is a Tesla-SpaceX technology showcase.
- 02Production is targeted for 2028, creating a long-dated execution milestone.
- 03Safety and legal constraints remain explicit concerns.
ExplainerTesla Roadster Event Reaction
The Tesla Roadster demonstration showed the vehicle hovering, flipping, and landing under computer control. The discussion highlighted multiple configurations, SpaceX-derived cold-gas thrusters, a limited thruster version, and potential technology benefits for other Tesla vehicles.
For TSLA & SPCX investors
- 01The demonstration created substantial attention for Tesla and SpaceX.
- 02Thruster operation is limited to brief bursts rather than sustained flight.
- 03The Roadster may serve as a technology platform for future Tesla vehicles.
PredictionElon's Hidden Message Nobody Caught
Tesla is scheduled to reveal the Roadster Thursday at 7:55 p.m. CST, nearly nine years after its first prototype. Robotaxi service improvements, European regulatory changes, and strong September Model Y sales in China were also highlighted.
For TSLA & SPCX investors
- 01The Roadster reveal is a near-term visibility catalyst framed as a halo-car event.
- 02Robotaxi expansion includes longer operating hours, more vehicles, and shorter waits.
- 03China Model Y volume was boosted by promotions and Tesla subsidies.
PredictionElon Just Admitted SpaceX Can't Do It Alone?
AI infrastructure faces constraints in memory, power, cooling, networking, construction, and financing. Elon Musk is pursuing vertically integrated solutions through Tesla and SpaceX, including Terrafab, batteries, compute, and expanded launch capacity, but timelines and execution remain uncertain.
For TSLA & SPCX investors
- 01Tesla faces near-term memory costs before Terrafab could provide relief.
- 02Terrafab's $17 billion first phase and five-to-ten-year estimate make execution a major risk.
- 03Expanded Starship launch capacity remains subject to FAA review, not approval.
PredictionIf SpaceX Gets There, Where Does That Leave Tesla?
Elon Musk outlined a possible path for SpaceX to reach a valuation above $1,000 trillion, while emphasizing that this is not a confidence statement. The discussion also covered speculative Tesla-SpaceX merger talk, projected space-compute milestones, and Tesla's autonomy and Optimus opportunities.
For TSLA & SPCX investors
- 01SpaceX's quadrillion-dollar valuation is a possibility, not an achieved result.
- 02A Tesla-SpaceX merger remains speculative and lacks a current deal.
- 03Joe Bacti forecasts major space-compute milestones between 2027 and 2030.
PredictionElon Just Explained Why SpaceX Bought Cursor
Elon Musk said SpaceX acquired Cursor for coding training data, talented personnel, and enterprise sales capabilities. Digital Optimus reportedly plays about halfway through Diablo by viewing the screen, while Grokbot gained Shopify, shopping, email, and Cybercab capabilities.
For TSLA & SPCX investors
- 01Cursor adds coding data, talent, product development, and enterprise sales to SpaceX's AI capabilities.
- 02Digital Optimus's Diablo progress is a reported milestone, not evidence of commercial deployment.
- 03Grokbot's integrations could expand SpaceX's software monetization, but competition remains intense.
PredictionElon Just Said "Never Seen Anything Like It"
SpaceX's four largest compute deals total $41.2 billion annually, and CFO Brett Jens Johnson said the company is on track for $100 billion in annual revenue by year-end. Elon Musk said Tesla and SpaceX will build chipmaking machines, while phones arriving in 2027 and 2028 will support Starlink Mobile's faster spectrum.
For TSLA & SPCX investors
- 01Compute contracts are SpaceX's clearest near-term revenue catalyst.
- 02Terrafab adds execution risk alongside potential manufacturing differentiation.
- 03Starlink's spectrum strategy targets native phone support in 2027 and 2028.
PredictionElon Just Drops News About Cybercab and Optimus
Tesla reported rapid Cybercab expansion in Austin, with more than 300 Cybercabs serving the city after an eightfold increase in 30 days. The rollout remains deliberately cautious because a serious safety incident could trigger broad regulatory scrutiny, while Optimus development continues to face supply-chain and engineering challenges.
For TSLA & SPCX investors
- 01Cybercab expansion remains constrained by safety, regulatory, and operational readiness.
- 02Tesla had 739 Texas robotaxis versus Waymo's 1,185.
- 03Optimus supply-chain dependence delayed the program two to three months.
PredictionElon Predicted Everything 23 Years Ago
SpaceX described Stargaze, a Starlink-based orbital tracking system monitoring more than 17,000 objects with over 30,000 star trackers. Starlink V3 and Starship are expected to substantially increase satellite capacity, while Elon Musk expects launches to become hourly within two to three years.
For TSLA & SPCX investors
- 01Stargaze expands Starlink’s role into orbital safety and tracking infrastructure.
- 02Starlink V3 and Starship are expected to multiply satellite deployment capacity.
- 03Elon expects SpaceX launches to become hourly within two to three years.
PredictionSomething Changed In September For Tesla
Gasoline-only vehicles accounted for less than half of global vehicle sales in the first half of the year, while EV sales grew in 90 countries. Tesla is expanding vehicle features, reporting stronger international sales, increasing Berlin output, and advancing supervised driving approval discussions in Germany.
For TSLA & SPCX investors
- 01EV adoption is broadening globally, with gasoline-only vehicles below half of first-half sales.
- 02German approval progress could expand Tesla’s supervised-driving market in Europe.
- 03Berlin output expansion and stronger sales support near-term delivery potential, but availability constraints remain a risk.
ExplainerTesla’s Next 2 Months Could Change Everything
Tesla's tracked milestone total reached 21 of 37 after Mega Pac 3 was marked complete. Near-term catalysts include the Roadster demo, Q3 earnings, Optimus production, Las Vegas robotaxi operations, and European FSD regulatory decisions.
For TSLA & SPCX investors
- 01Near-term catalysts include the Roadster demo, October earnings, Optimus production, and Las Vegas robotaxi operations.
- 02Key execution risks are repeated date changes, regulatory approvals, and uncertain Optimus reveal timing.
- 03Unsupervised miles and the Fremont Optimus factory table are highlighted as operating indicators.
PredictionSpaceX’s Lead is Becoming UNTOUCHABLE
SpaceX advanced Starlink Mobile through an agreement to acquire nationwide 800 MHz spectrum and FCC approval for 15,000 next-generation satellites. Regulatory streamlining could support more launches, while a reported $40 billion Nvidia-chip financing remains unconfirmed and India authorization remains unresolved.
For TSLA & SPCX investors
- 01Starlink Mobile gained low-band spectrum and FCC approval for a 15,000-satellite constellation.
- 02SpaceX’s reported $40 billion Nvidia-chip financing remains unconfirmed.
- 03India deployment remains blocked pending final government approval.
PredictionTesla and SpaceX Just Entered Full Buildout Mode
Tesla and SpaceX were presented as entering a broad buildout phase spanning European assisted-driving approval, Cyber Cab deployment, chip infrastructure and satellite connectivity. Key catalysts remain pending, including an EU vote, Terrafab details, possible SpaceX chip financing and launch milestones.
For TSLA & SPCX investors
- 01EU approval remains a December vote requiring 15 countries representing 65% of EU population.
- 02SpaceX's reported $40 billion chip financing remains unconfirmed, while credit-default swaps reached about 195 basis points.
- 03Cyber Cab deployment has scale, but Dallas and Houston vehicles were still parked rather than carrying passengers.
PredictionElon Just Made His Wildest SpaceX Claim Yet
Grokbot will route tasks to the best available backend model, while SpaceX and Tesla are pursuing greater control of AI compute, distribution, and manufacturing. Tesla's robotaxi fleet reached 589 vehicles, Germany is pushing for broader European approval, and Elon clarified that Tesla and SpaceX will build and run Terra Fab.
For TSLA & SPCX investors
- 01Robotaxi fleet expansion and European approval efforts could broaden Tesla's autonomy rollout.
- 02Model-agnostic routing prioritizes user adoption but increases reliance on rival AI models.
- 03Terra Fab and reported chip financing target compute supply, while execution remains a major risk.
PredictionEvery SpaceX Investor Needs To Watch This
SpaceX is presented as rapidly expanding AI data-center capacity, with Brian Wang arguing that five-month construction could give it a major speed advantage. Wang forecasts that SpaceX could reach a $500 billion annual run rate by 2027, but the projections depend on chip availability, memory supply, and continued buildout execution.
For TSLA & SPCX investors
- 01Five-month data-center construction is presented as SpaceX’s key competitive advantage.
- 02The $500 billion 2027 run-rate forecast depends on sustained monthly deployments.
- 03GPU and memory availability remain material execution risks.
PredictionElon Says He Just Won the Agentic Wars
Grokbot is gaining users, features, and benchmark wins, but it remains far behind OpenAI and Meta in distribution. SpaceX is reportedly prioritizing substantial internal compute for AI, though the allocation and expansion timeline remain uncertain.
For TSLA & SPCX investors
- 01Grokbot's user base is growing quickly, but distribution remains far below OpenAI and Meta.
- 02SpaceX's reported 60% internal compute allocation is unconfirmed and includes Tesla and XAI demand.
- 03Grok 4.7 shows benchmark strength while broader model gaps remain.
PredictionNobody Owns SpaceX Yet… Why?
Adam Jonas of Morgan Stanley calls SpaceX undervalued relative to growth-adjusted AI peers, with a $300 target versus a cited $174 share price. The discussion highlights a projected compute expansion, upcoming cloud-deal revenue ramp, Starship-related forecasts, and expanding Starlink airline coverage. Several figures remain forecasts, estimates, or leaked information rather than confirmed results.
For TSLA & SPCX investors
- 01SpaceX valuation depends heavily on aggressive compute-growth assumptions.
- 02Q3 earnings timing remains unannounced, while cloud-deal revenue is expected afterward.
- 03Starlink airline adoption provides a nearer-term commercial expansion catalyst.
PredictionElon Just Revealed What SpaceX Really Is
Elon Musk framed SpaceX as a super intelligence company and endorsed renaming it SpaceX SI. Terafab has attracted discussions with TSMC alongside involvement from Intel, Nvidia, and ASML, with a stated one-terawatt annual compute target.
For TSLA & SPCX investors
- 01TSMC participation remains exploratory rather than a completed Terafab partnership.
- 02Terafab's stated target is one terawatt of annual compute production.
- 03Jeff Lutz expects competitive compute differences could emerge within six months.
PredictionGermany Wants Tesla FSD, Dan Ives Says 80% Merger Odds, Elon Hits $1T
The EU moved further Tesla FSD Supervised discussions to December, while Germany's transport minister was reported to support rapid Europe-wide deployment and possible unilateral action. Dan Ives identified 2027 as a potential Tesla milestone year, while Goldman and Oppenheimer emphasized autonomy and humanoid robots over near-term earnings.
For TSLA & SPCX investors
- 01EU FSD timing remains uncertain, with the next meeting expected in December.
- 02Dan Ives expects robo-taxi expansion and Optimus milestones to make 2027 a potential golden year.
- 03Goldman prioritizes robo-taxis, FSD, and humanoid robots over Q3 earnings for stock reaction.
PredictionElon Just Built Something Bigger Than The ISS
SpaceX reached several milestones, including Starship’s first revenue-generating Starlink deployment and a record day involving three launches, more than 300 satellites, and four astronauts. Google tested orbital AI computing with four chips, while Elon Musk outlined larger AI satellites and a plan for hourly launches within two to three years.
For TSLA & SPCX investors
- 01Starship’s commercial V3 deployment could materially expand Starlink capacity.
- 02Orbital AI compute depends on solving cooling, power, communications, and launch-cost challenges.
- 03Hourly launches in two to three years remain an Elon Musk forecast, not an accomplished milestone.
ExplainerTesla's Robotaxi Story Just Hit Another Gear
Tesla’s Texas robo-taxi fleet expanded to 589 vehicles, while service hours extended and additional Cybercabs appeared in Dallas and Nevada. The discussion highlighted stronger rain performance but ongoing challenges involving nighttime animal detection, fleet operations, and launch readiness.
For TSLA & SPCX investors
- 01Robo-taxi deployment is accelerating, but safety and service reliability remain key execution risks.
- 02Dallas and Nevada staging could precede additional launches, subject to permitting and operational readiness.
- 03Nighttime animal detection, rain performance, and fleet-management scaling remain material milestones.
PredictionEvery Tesla or SpaceX Investor Needs To Watch This
Kathy Wood forecasts a Tesla-SpaceX merger could be announced this year, while Larry Goldberg expects any near-term action to involve exploring a merger rather than approving final terms. China-related regulatory concerns and potential backlash from Elon Musk’s government role remain key risks, while SpaceX’s compute opportunity is presented as a major catalyst.
For TSLA & SPCX investors
- 01Tesla-SpaceX merger timing remains uncertain, with possible exploration before finalized terms.
- 02China operations and SpaceX’s defense role create regulatory and geopolitical merger risks.
- 03Musk’s government role may create more reputational fallout for Tesla than SpaceX.
PredictionElon's Doubters Keep Making the Same Mistake
Starlink's full phone service is targeted for the end of 2027, while carriers argue that direct-to-phone service cannot replace terrestrial networks. Tesla Semi and Starship have achieved major milestones, but several Elon Musk timelines were substantially delayed.
For TSLA & SPCX investors
- 01Starlink Mobile's full phone service is targeted for the end of 2027.
- 02Tesla Semi reached volume production seven years later than originally promised.
- 03Starship reached orbit carrying 26 Starlink satellites.
PredictionNobody Expected What Tesla Just Reported
Tesla reported 486,532 Q3 deliveries, exceeding expectations, while low inventory and production constraints remain important factors for Q4. SpaceX's projected compute buildout could materially affect economic output, but its GDP impact remains a forecast based on assumptions.
For TSLA & SPCX investors
- 01Q4 delivery performance depends partly on resolving production and battery-pack constraints.
- 02Energy storage deployment is growing despite quarterly lumpiness.
- 03SpaceX compute projections imply major upside, but remain forecasts rather than achieved results.
PredictionElon: Cybercab Hits Florida and Nevada Next
Tesla delivered 486,532 vehicles in Q3, beating consensus by about 24,500 while reducing inventory, but energy storage missed estimates. Starship reached orbit for the first time and deployed 26 satellites, while Tesla's robotaxi expansion and European regulatory approval remain dependent on future milestones.
For TSLA & SPCX investors
- 01Tesla's delivery beat reduced near-term demand concerns, but energy storage missed consensus.
- 02Starship's first orbital success supports future launch and space-compute ambitions, while cadence remains unproven.
- 03European approval depends heavily on Tesla's response to speed-related regulatory objections.
PredictionElon Just Got $30 Billion For Something Huge
Tesla secured a $30 billion financing package without drawing on it, while the SEC cleared a voluntary retail shareholder voting program. Elon Musk projected Cyber Cab operations in Florida and Nevada soon, followed by California around the middle of next year. SpaceX's Starship reached orbit while carrying commercial-paying Starlinks.
For TSLA & SPCX investors
- 01Tesla has substantial undrawn borrowing capacity, but future capital needs remain uncertain.
- 02Retail voting implementation depends on broker participation and may not be ready for the next shareholder meeting.
- 03Starship's orbital milestone and paying Starlink payloads strengthen SpaceX's launch and connectivity trajectory.
ExplainerTesla Accidentally Revealed Its Biggest Plan Yet
Main points appear after the transcript review.
ExplainerSpaceX Just Did What Experts Called Impossible
Main points appear after the transcript review.
ExplainerElon Just Told China TV Something Huge
Main points appear after the transcript review.
ExplainerWFT Did Wall Street Just Say About Tesla?
Main points appear after the transcript review.
ExplainerTesla Stock Is Falling. Nobody Can Explain Why
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ExplainerStarship Reached Orbit, Cybercab Doubled, California 2025 All This Weekend
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ExplainerCan Tesla Really Hit $1,500 by 2027?
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ExplainerWTF Is SpaceX Putting In Orbit?
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ExplainerElon Has To Build This Next
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ExplainerTesla Just Built The Product Experts Called Impossible
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ExplainerTesla Robotaxi Ramps Up Big Time!
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ExplainerWhy Tesla And SpaceX Are Suddenly Moving VERY Fast Again
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ExplainerElon’s Last 4 Days Were Absolutely Loaded!
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ExplainerTesla Just Changed What Robotaxi Can Do
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ExplainerWTF Did Jensen And Elon Just Say?
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ExplainerWall Street Just Found Tesla’s NEXT Big Market
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ExplainerWait… Tesla Just Added HOW Many Robotaxis?
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Explainer3 Huge Trends Are Converging Around Tesla!
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ExplainerWait… Tesla Doubled Cybercab Production?
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ExplainerWTF did Cathie Wood and Gwynne Shotwell Just say about SpaceX?
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ExplainerFSD v15 Is Tesla's Most Important Catalyst Right Now
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ExplainerTesla May Have Just Solved Robotaxi Economics
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ExplainerTesla’s Next 3 Weeks Could Change Everything
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ExplainerWhy Elon Says Tesla Is Suddenly On Fire
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PredictionTesla Semi Could Be Bigger Than Wall Street Thinks!
Herbert and Brian White examine the Tesla Semi rollout, its European variant and the charging network needed to support fleets. They connect the potential economics of autonomous trucking to higher utilization, while treating software pricing, production ramp and autonomy timing as uncertain.
ExplainerTesla Stock Won’t Stay Flat Much Longer! Here’s Why!
Herbert and Joe discuss AI safety debates alongside their bullish outlook for Tesla and SpaceX. They argue that existing AI capabilities could support substantial business growth even if frontier development slows, while making Tesla's near-term stock thesis conditional on Cybercab deployment scaling.
ExplainerNo One Knows What Elon Just Said About AGI
Herbert reviews Musk's Grok roadmap and distinguishes promised improvements from independently measured performance. He remains optimistic about future models but emphasizes release delays, unresolved multimodal weaknesses and the uncertainty of claims about AGI.
ExplainerNEW INTERVIEW: Elon Won't Rule Out A Merger
Herbert and Joe discuss Musk’s All-In remarks about collaboration between Tesla and SpaceX, semiconductor supply, and the Roadster. They view a merger as plausible but disagree about how much the remarks reveal about timing, while Joe presents Terrafab as a potential shared infrastructure project.
PredictionElon's Forgotten Roadster Just Got A Date
Herbert and his guest discuss the announced Roadster unveiling and what it might demonstrate about Tesla and SpaceX engineering. They frame it as a potential halo product while questioning the practical utility, launch readiness, and legality of its more ambitious features.
PredictionThe Market Is Repricing Tesla’s Advantage
Herbert and Jeff Lutz examine insurance pricing, market expansion, and competitor responses to Tesla and SpaceX. Lutz argues that manufacturing economics and deployed technology matter more than ambitious announcements, while acknowledging technical constraints on satellite mobile service.
PredictionTesla Is Suddenly Moving EVEN Faster
Herbert and Jeff Lutz review a cluster of Tesla product milestones, robotaxi expansion, and SpaceX compute developments. Lutz argues that operating scale and funding capacity reinforce the portfolio, while the discussion separates Roadster expectations and future AI capacity from delivered results.
PredictionSpaceX’s Lead is Becoming UNTOUCHABLE
Herbert and Larry Goldberg discuss SpaceX’s autonomous flight systems, iterative engine design, and ambitions for larger launch and compute capacity. They connect manufacturing expertise with energy supply and defend Musk’s equity wealth as a reflection of productive businesses.
PredictionTesla's Next Product Is a Subscription, Not a Car
Herbert develops a speculative case for a Tesla subscription that combines robotaxi rides with temporary access to different vehicles. He links the idea to existing services and fleet software while stressing that Tesla has not announced the proposed bundle.
PredictionARK Says This Changes Everything For Cybercab
Herbert and Larry Goldberg examine ARK’s Cybercab analysis, with Goldberg emphasizing peak-demand capacity and differences between fleet ownership and operation. They also discuss manufacturing simplification, uncertainty around low ride-price projections, and continuing competition among frontier AI models.
ExplainerNo One Realizes What Cybercab Actually Is
Herbert and Cern Basher evaluate Cybercab as a producer of passenger miles whose economics depend on durability and operating costs. They use conditional fleet models to explore lower transport costs and discuss how widespread autonomy could change parking, household routines, and access to mobility.
PredictionTesla’s Robotaxi Ramp Just Hit 1 MILLION
Herbert reviews Tesla’s reported unsupervised-mileage milestone alongside Cybercab commercialization and the week’s regulatory and operating developments. He argues that the growth trajectory deserves attention while separating observed ride prices, registrations, production targets, and unconfirmed robot reports.
PredictionTesla Just Opened The Floodgates In Austin!
The panel reflects on its Cybercab launch rides and engineering conversations, arguing that passenger comfort and lifetime operating costs matter more than a conventional launch presentation. It also discusses fleet-owner interest, regulatory uncertainty and a possible Tesla–SpaceX merger, with the merger timetable presented as Alexandra’s speculation.
PredictionTesla Can’t Build Model Ys Fast Enough! Here's Why
Herbert and Brian discuss collision-evasion software alongside Model Y demand, Berlin production and China exports. Their bullish interpretation is qualified by uncertainty about feature availability, differences in sales accounting and the unresolved timing of Chinese FSD approval.
