Baron reiterated his unwavering belief in Musk’s companies. Ron Baron does not expect to sell my personal Tesla or SpaceX shares in my lifetime. 65% of his personal wealth is tied to Musk’s ventures (40% in Tesla, 25% in SpaceX, and the rest in related funds like xAI). Baron highlighted Baron Capital’s has made over …
Figure AI has announced they have a 264 Nvidia B200s in its new compute cluster. This is 1200 H100(equivalents). B200 is 4.55 times an H100 on FP8. Tesla has 120,000 H100 equivalents as of the Q3 earnings call. Tesla reported 120,000 H100 equivalents. XAI has about 2.5 million H100 equivalents with about 550,000 B200s installed …
Cern Basher is wealth manager of billions and he explains capitalization. At its core, capitalization is the process of transforming everyday human activities—often free, informal, or unmonetized—into structured, scalable businesses that generate recurring revenue, attract investment, and build massive shareholder value. It is not just about creating a product. It is about value capture of …
The Tesla Optimus X account has released video of the humanoid bot doing some basic tasks: taking out garbage, cooking food in a frying pan, sweeping up with a brush and more. Tesla and other humanoid bot companies starting with motion capture training. Elon said in an interview Tesla is moving onto Sim to Real. …
TSMC’s roadmap has been extended to 2028, with new technologies like N3C and A14 being introduced. TSMC presented the new roadmap at the 2025 Technical Symposium. TSMC is forecasting building 2.5 million chips for humanoid robots and about 2.5 million chips for robotaxi around 2030. TSMC projects that humanoid robots and robotaxi will reach reach …
Elon Musk was in Saudi Arabia where he predicted tens of billions of humanoid bots. Saudi Arabia and Elon Musk are verbally discussing having Tesla robotaxi and humanoid bots in Saudi Arabia. Saudi Arabia signed up for Starlink Service. There is also talk about Boring Company for Tunnels. Elon also posted that he is thinking …
There is report that Tesla has given suppliers guidance on Optimus production: 600 units per week by the end of 2025. Ten weeks at the rate of 600 Optimus bots per week would by 6000 units. Tesla has given suppliers guidance on Optimus production: 600 units per week by the end of 2025. Wow, what …
Sandy Munro is a car expert whose company has taken apart thousands of cars to analyze how to improve the manufacturing and design. Sandy was super-impressed by the Tesla robotaxi, robovan and teslabots. He thinks the robovan will dominate and grow the limousine market. The All-in-podcast guys think the robovan will open up new markets …
The Tesla October 10 Robotaxi day banner says WE, ROBOT. This seems to imply no driver robotaxi demos and Teslabot demos. Elon says this will be one for the history books. This will be one for the history books pic.twitter.com/qQ0HZyGMZE — Elon Musk (@elonmusk) September 26, 2024 Tesla has hypermapped the Warner Brother’s studio lot. …
Jim Fan, Senior Research Scientist at NVIDIA and Lead of AI Agents Initiative, gave a keynote at the GenAI Summit 2024 where he talked about the latest AI at Nvidia. He describes the new world of virtual agents, humanoid bots and ultra-fast simulation and training. There were three AI eras before the new AI era …
Optimus Teslabot is ready for field trials in multiple factories according a job posting. New Job Posting: To drive the deployment of robots for trial applications … execute pilot applications of humanoid robots in various manufacturing environments … cover multiple job sites and may require frequent travel. 🚨Optimus is ready for field trials in the …