Cern Basher

For those that may have missed my earlier posts on humanoid bots, here's a compendium of some relevant posts... a 23 part thread... 1) A deflation machine 2) An economic reboot 3) Humanoid bot motto 4) Bot napkin math at massive scale 5) Bot market vs EV market 6) Humanoid bots in warfare 7) A Zero-trillion dollar market 8) Bot deployments - fast or flow - does it matter? 9) Thoughts on humanoid bot deployment 10) How big could the market become? 11) Scott Walter defines useful work 12) Humanoid bots will address major labor issues 13) The advantages of humanoid bots 14) What could capable humanoid robots do for Wal-Mart? 15) Tesla bot thought experiment 16) Tax the bots!? 17) What could Tesla's Optimus bot be worth to Tesla working in their own operations? 18) A call option on the survival a business. 19) If you could buy a machine that could save you $615,000 over ten years, what would you pay today? 20) Bots for as little as $40 per day 21) Why should we bother making a humanoid robot? 22) A paradigm shift in computing platforms 23) Robots as a Service 24) Links to a few videos discussing bots...

@rocker_261 @pbeisel Go for a long walk or a drive!

@pbeisel @CernBasher Looking forward to listening to this one soon. Thanks, guys! 👍🫡

Fun to go deep with @CernBasher on all things Tesla. Digital Optimus, Optimus, SpaceX/Tesla convergence, the list goes on and on. Take a listen (and tell us how we can improve this pod). It was an absolute pleasure to speak with Cern, someone who can think way beyond the box.

@thejefflutz @WilliamShatner Who goes to Yosemite to "do their thing" and leave after 5 mins? It's one of the world's most beautiful places - recharge yourself and your car at the same time!

@WilliamShatner Tenaya Lodge at Yosemite have Tesla Superchargers. You don’t eat? Could have had lunch and came out to a charged car. Tesla Model S has > 410mi of range btw…

And for the #teslarites who don’t understand 500 miles. Time is money. How long does it take to pump a tank of gas? 4-5 mins versus 30. Early last week I went up to the Yosemite area (about 300 miles.) I got up there, did my thing and got gas (5 mins) and drove back. With a Tesla. It would be drive up (maybe on one charge) charge up 20-30 mins, do my thing. Drive back, stop along the way to recharge (again probably another 20 mins…) That’s too long. 500 would be one recharge so it’s 10 mins gas versus 29-30 mins which I would consider.🤷🏼

@Ricoridesaz @RandyWKirk1 @pbeisel Is bad good or is bad bad? Asking for a friend.

@RandyWKirk1 @CernBasher @pbeisel @CernBasher is a bad dude.

Digital Optimus I dig into this with @pbeisel - a 2-hour discussion...

@SteveBowen426 @pbeisel We just get warmed up after 90 mins!

@pbeisel @CernBasher Maybe do them more often but keep them shorter... over 2 hours is a long time to try to watch!!! I just click past most videos more than 15 or 20 minutes long...

@pbeisel We might have to keep doing this!

@CernBasher @pbeisel Everything you wanted to know about Robotaxi, but didn't know who to ask. If you had $5000/month in extra income, would you spend it, save it, invest it, or give it away.

@Jiggiexx @pbeisel Please elaborate

@CernBasher @pbeisel at some point you should adjust your really rediculous scaling assumptions its so absurd what you assume longer term

@TwoConTango No

@CernBasher Will they stop at 1M

When will Strategy reach 1 million Bitcoin? They only need to acquire 238,932 more. At the current Bitcoin price of $71,000 that's about $17 billion of new purchases. So far this year Strategy has raised $7.4 billion and purchased 88,571 Bitcoin. Assuming no acceleration in purchases they would only need another 2.7 quarters to acquire enough - so some time in Q4, 2026. With further acceleration in STRC capital raises, some time in Q3, 2026. @Z06Z07

@immanuelg @pbeisel Sorry, it’s kinda short.

@CernBasher @pbeisel 2 hours?? 🤯

@Palmviewcapital I think we all may be underestimating the acceleration in STRC's ability to draw in capital.

@CernBasher I’m going to be more conservative than this and say Q1 2027

@TeslaCalendar What’s the issue? Tesla owns it.

@CernBasher I can't believe you believe in Bitcoin Cern, unbelievable.

@HMichaelDunham The higher the price of Bitcoin, the faster Strategy can raise capital (which might allow them to acquire the same or more Bitcoin)

@CernBasher Does the potential rise in Bitcoin price affect this, or are we to assume that the higher the price is, the more people will invest in MSTR, STRC, etc.?

As STRC grows, so does its liquidity. It now has daily liquidity of $200 million.

Teramathmatics

Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.

@wakawaka6828 Competition (or potential competition) is good for Tesla.

@CernBasher, does Nvidia's Jensen Huang's recent comments about them releasing FSD and AI robots does this worry you or is this just propaganda? Where are you on this?

Build Your @Tesla Cybercab @robotaxi Empire! Cern @ Brighter with Hebert youtube.com/clip/UgkxFQCHm… via @YouTube @CernBasher @herbertong 👏