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Stocks A to Z / Stocks T / Tesla (TSLA)
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Author: Captkerosene   😊 😞
Number: of 99 
Subject: Bot Brains
Date: 01/09/2025 1:08 AM
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Elon said in an interview today 500K bots produced in 2027. He's behind (maybe a year?) on bots now but as we get closer to the goal the picture gets clearer. Seem to be getting good visibility on the bot's brain with FSD 13. This is looking like a monster of a product.
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Author: Captkerosene   😊 😞
Number: of 99 
Subject: Re: Bot Brains
Date: 05/14/2025 12:21 PM
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Bot displays substantial progress:

https://www.youtube.com/shorts/DicNKZyCnJc

Trained in a simulator (zero-shot) and immediately learns the skill.

Combined with AGI from xAI and a hand that can thread a needle, the TAM looks monstrous.

I calculate Tesla's cost to produce and operate the Bot at about $1/hr.

- Deliver a pizza from a Robotaxi - check
- Take the dog for a walk - check
- Make breakfast - check
- Clean the garage - check
- Mow the grass - check
- Assemble widgets at the factory - check
- Clean toilets - robot uprising begins

TSLA $347


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