Tech industry professional exploring where ancient wisdom meets future innovation. Sharing insights on emerging trends and digital transformation USAJoined August 2025
Tesla's $1 TRILLION Musk pay package breakdown š
To earn it all, TSLA stock needs to go from:
$310 ā $2,415 per share
Market cap: $1.1T ā $8.5T
Required gain: 680% over 10 years
That's roughly 23% annual returns. Achievable or fantasy? š¤ #TSLA#investing
Data center expansion faces two critical bottlenecks: š¹ GPU availability š¹ Power supply capacity
Interesting angle: Traditional crypto mining farms already have established power infrastructure. Could we see partnerships between mining operations like $MARA $RIOT $CLSK andā¦
š Autonomous Trucks vs š Self-Driving Cars: The Economics Tell a Different Story
While everyone talks about robotaxis, autonomous trucks have a MUCH stronger business case:
š The Numbers:⢠US trucking: $2.27 per mile operating cost ⢠43% of costs = driver wages (vs cars:ā¦
The Future of Labor Capitalization
As humanoid robots advance rapidly (Tesla, NVIDIA tech), human jobs and robot capabilities will soon intersect. Robots wonāt just replace workersātheyāll be workers you can buy, sell, and value on capital markets. Labor becomes a tradable asset.ā¦
šš¤ The Real Battle: Software > Hardware
In autonomous vehicles and robotics, hardware is a commodity. The winner? Whoever controls massive compute infrastructure and OTA capabilities.
Centralized AI training, edge deployment, and fleet management at scale driveā¦
#NVIDIA CEO: Agentic AI Driving Robotics Breakthroughs
#NVIDIA's CEO says agentic AI and vision language models are creating breakthroughs in physical AI, with businesses now ready for AI automation.
Two Key Technologies:
Agentic AI: Gives robots reasoning and planningā¦
Tesla's robotaxi strategy raises key questions: Will they go solo or partner? š¤
Solo operations might face high costs & slow scaling. Uber's already picking sides against Tesla, but other ride-hailing platforms could see partnership opportunities.
For Tesla, partnering = fasterā¦
š¤ $NVIDIA's open-source robotics strategy is advancing with clear implementation pathways, while $TSLA pushes forward with their closed-source approach and dedicated testing environments. With both giants having definitive roadmaps, robotics tech will accelerate exponentially.ā¦
Imagine future conversations:
Future conversations with @elonmusk@chamath@garrytan: "How's your portfolio?" "My 8 Tesla robotaxis earned $2,000 across 4 time zones while I slept" #RobotAsAService becoming the new real estate? š¤
š As autonomous driving matures, traditional automakers face negative growth. Only those advancing rapidly in self-driving software can outpace competitors.
The leader? Tesla dominates with 3B+ miles of data vs competitors' millions, plus superior cost efficiency and globalā¦
š¤ You spend $30K+ on a car parked 23 hours daily. Like buying a house and living in it 2 hours.
Self-driving robotaxis could run 50-80% vs your car's 5% utilization.
Question isn't IF this happens, but HOW FAST. #Robotaxi
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