Herbert Ong (@herbertong)

This is why autonomy matters. Most people think self-driving is about convenience. In reality, it’s about resilience. Humans can panic, lose consciousness, or make mistakes in critical moments. Software doesn’t. A future where vehicles can safely get you to help during a medical emergency could save countless lives. $TSLA

EXCLUSIVE interview with one of the smartest and earliest investor in robotics! Andrew Kang, CEO of @RoboStrategy, says one of the smartest thing Elon Musk ever did was deciding for Tesla to enter the humanoid robot market in 2021. He entered exactly at the right time, when AI and hardware were finally ready. Andrew was one of the earliest major backers of the humanoid robot movement with a $19 million investment in Figure AI before it 15x. Tesla will no doubt be a massive winner. But markets this large will create many winners. He and Scott Walter share who will make the cut. @Rewkang @GoingBallistic5

🚀 Ron Baron now has roughly $25 billion invested in SpaceX, making it the largest position across his funds. After speaking with Elon Musk, Baron says Musk believes @SpaceX is still "just getting started." The long-term vision is enormous: Starlink, reusable rockets, AI infrastructure, compute, chips, and a global communications network that few competitors can match. @RonBaronAnalyst believes SpaceX is years ahead in several key industries and expects the investment to generate hundreds of billions of dollars over time. The most interesting part? SpaceX generated about $19 billion in revenue last year, yet some projections see a path toward $1 trillion in annual revenue by 2030! That's the kind of scale investors are trying to wrap their heads around. 👀 $SPCX

🚨 Elon Musk may be building something much bigger than most investors realize! According to the analysis, Tesla and SpaceX now have 7 major factory projects underway with more than $200 billion in combined CapEx planned or in progress. These projects span AI chips, AI training clusters, satellite production, Starship manufacturing, Optimus robots, and Megapack energy storage. The bigger idea isn't just making products. It's building the infrastructure that powers AI, energy, transportation, robotics, and communications at scale. If even part of this vision succeeds, Tesla and SpaceX could end up reshaping multiple industries at the same time. $TSLA $SPCX

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit. Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX 00:00 Welcome to JPMorgan 02:45 Why SpaceX Goes Public 03:28 Starlink V3 and Space Energy 07:46 Moon to Mars Roadmap 10:18 Starship Reusability Breakthrough 12:06 Next Gen Starlink Plans 13:54 AI Data Centers in Orbit 15:07 Terafab and US Chip Supply 16:35 AI Strategy and Grok 18:38 Culture and Building the Bench

🚨 Is SpaceX's new IPO filing showing us Elon Musk's bigger plan? The filing includes a $1.25B per month AI compute deal, room for future stock-based acquisitions, and a structure that keeps Elon in control for years to come. It also arrives as new index rules could lead to large funds buying $SPCX shares shortly after the IPO. The big question: is this just an IPO filing, or a roadmap for where Elon wants to take SpaceX next? 🚀 And could Tesla play a role in that future? $TSLA

🚨 SpaceX has released its full IPO roadshow presentation, led by CFO Bret Johnson, the only CFO in the company's history and a 15-year veteran of SpaceX. 👀 The presentation explains how SpaceX evolved from a rocket company into a business spanning Starship, Starlink, Starshield, AI infrastructure, direct-to-device connectivity, and future orbital computing. One of the biggest takeaways: @SpaceX is no longer selling investors on launches alone. It's making the case that it can become a major player in communications, defense, AI, and space infrastructure. If you're following the IPO, this presentation is worth watching. 🚀 $SPCX --------------- 00:00 Meet SpaceX CFO 00:45 Historic Space Milestones 01:47 Reusability Lowers Costs 03:11 Elon’s Engineering Algorithm 04:14 Starlink V3 Capacity Leap 07:49 AI Business Launch 10:22 Monetization and Truth Seeking 11:45 Growth Strategy and TAM 13:16 Financial Performance and CapEx 15:45 Why SpaceX Will Win

🚨 What if the most valuable asset in AI isn't the model... but the compute behind it? 👀 @JOBhakdi discusses why ARK Invest believes SpaceXAI’s compute deal with Anthropic could generate more than $50B in cash flow, even as Elon Musk pushes back on those projections. The bigger story may be compute itself. AI demand keeps growing, but there still isn't enough compute to go around. The companies that own the data centers, chips, and infrastructure could become some of the biggest winners in AI. 🚀 What do you think will be more valuable: the AI models or the compute behind them? $SPCX

🚨 If Tesla becomes a $10T+ company someday, there’s a good chance the story won’t just be about Elon Musk 👀 One name investors should know: Ashok Elluswamy. @aelluswamy He leads Tesla’s AI efforts behind Robotaxi, FSD, and Optimus, three projects that could reshape the company’s future. The biggest advantage Tesla may have isn't just its cars. It may be the people building the AI behind them. $TSLA

🚨 Business Insider: Tesla reportedly plans to launch Robotaxis in San Francisco this weekend Tesla said its timeline for the launch had been moved up and the service could launch as soon as Friday. Some Tesla owners will be sent an invite to use the service, the memo said, and users will pay for Robotaxi rides. The geofenced area where Robotaxi service will operate covers a large swath of the Bay Area, including Marin, much of the East Bay, San Francisco, and stretching south to San Jose, according to the memo. The program will launch with safety drivers in the driver's seat who will be able to control the car using the steering wheel and brakes, it said. $TSLA Link: