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Tesla - An Operating System for Humanity on Earth
SpaceX - An Operating System for Humanity in Space
Link to the YouTube video below...
Cern Basher@CernBasher
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Cern Basher
18.6K posts
Cern Basher
@CernBasher
Co-Founder & Chief Investment Officer at Brilliant Advice My posts here are not financial advice. Tesla referral link: https://t.co/R8qwa106W4
Austin, TX Katılım Mart 2011
686 Takip Edilen51.7K Takipçiler
@sissykittycupc1 Longer than a human can go without checking their phone or going to the bathroom.
Oil? This isn't a gasoline powered robot!
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@CernBasher Wonder how long it lasts with out power/ oil / fixing ect.
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The human won: 12,924 vs 12,734 packages over a ten hour shift.
Aime said that he was just another 30 mins away from needing to quit - his back and forearms are sore.
The human goes home to sleep and the Bot (Bob) continues to work.
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@CernBasher @DNathan70056 ...And will require fewer vacation days, less healthcare, need no union, no HR department, no onboarding process.... 🤔
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@CernBasher human got paid $18 per hours, AI used $7000 worth of Claude tokens.
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The amazing Cerb Basher with another amazing presentation.
Randy Kirk@RandyWKirk1
There is so much going on in this video. Don't pass it by. @CernBasher never fails to deliver.
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@DNathan70056 Like any "race" it depends on where the start and finish lines are.
In this "10-hr demo race" the human won.
Over any longer time period (that includes overnights), clearly the robots will win.
It's also clear that the robot will get faster and more precise over time.
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@CernBasher So, the guy was able to sort a few more boxes and got to go home sore while the robot continues toiling away without complaint. And we're calling this a human victory?
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The "problem" with these companies buying Bitcoin is that they don't think they need to. They are all making so much money (and many of them are returning capital to shareholders) that they don't think they need Bitcoin. To them it's introducing unneeded volatility to their balance sheet.
But one day, they will all wake up and they will realize they missed an incredible opportunity.
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To be fair, the capital that Strategy raises is still peanuts compared with the earnings power or the balance sheet of leading companies or governments.
The point is not that Strategy has the most capital. The point is that Strategy has the biggest balls to actually execute on it.
Berkshire Hathaway, or Alphabet, or Saudi Aramco could easily purchase hundreds of thousands of Bitcoin if they really wanted to...
Here's a list of the TTM earnings by the top 10 companies.
And now think about governments that have the ability to print unlimited amounts of money...
They could easily crush Strategy if they really wanted to.
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Below is the trend of Strategy's Bitcoin accumulation, and to be honest, it looks pretty scary.
If I were other big players, this would trigger severe FOMO and concern...
Now imagine some deep pocketed players who see below's chart will enter the arena.
Possibilities:
- US Government
- Other governments (Russia, North Korea, China, ...)
- Mag7 type companies
- Billionaires like Michael Dell
- Companies like Coinbase
- Family offices
- ...
The next 24-36 months could be fun. 🍿
Cern Basher@CernBasher
@RoaringRagnar The trend...
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@RoaringRagnar Could it be 2 and 3?
Sell BTC, and then sell MSTR stock to repurchase the BTC.
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How will Strategy repurchase their convert?
It has to be (2) or (3), as I don't think they want to get below $2.25B in USD Reserves.
If it was (1), then they would have increased the USD Reserve with last week's proceeds instead of buying Bitcoin.
I'm betting on (2) to capture the tax losses.
The repurchase is expected to settle on or about May 19, 2026, subject to customary closing conditions.
Zynx@ZynxBTC
For those wondering where the $1.5 billion for the 2029 convertible note repurchase will come from, I suspect one of three sources. 1) The USD reserve, which currently holds $2.25 billion. 2) The sale of Bitcoin, as Saylor mentioned to inoculate the market against the ponzi narrative. 3) The $MSTR ATM.
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Cern Basher@CernBasher
Is Bitcoin the best way to play AI? TL:DR: Bitcoin might quietly be the smartest AI investment on Earth… because it’s the one thing AI can’t cheat. AI is driving an explosion in computation demand - from GPUs to datacenters to energy infrastructure. Bitcoin is the only global system that turns raw computation into a scarce, tradeable digital asset controlled by no one. That means: AI consumes compute. Bitcoin prices compute. Energy producers and AI operators are now in the same ecosystem. So yes - in structural terms, Bitcoin sits at the monetary layer of the AI revolution. It’s the “proof-of-physics” counterpart to AI’s “proof-of-intelligence.” Why Bitcoin Could Become the “AI Safety Asset” AI’s marginal cost of intelligence is collapsing toward zero. When intelligence is free, trust and security become scarce. That’s where Bitcoin comes in. Bitcoin: Anchors trust and security in energy instead of code. It provides uncorrelated security that AI can’t spoof. And it acts as verifiable proof of real-world work - immune to AI forgery. In an age where AI can fake any digital thing - text, video, even identity - Bitcoin provides something AI can’t fake: proof of physical cost. That makes Bitcoin not just digital gold, but the base collateral layer for the AI-powered world. The Convergence: AI + Energy + Bitcoin Mining AI datacenters and Bitcoin miners already compete for the same things: - GPUs/ASICs - Energy - Cooling - Data center real estate But this competition may evolve into integration as bitcoin mining could balance AI datacenter energy load. And, nations could use Bitcoin mining as a strategic energy sink - turning surplus electricity into hard digital collateral. An Investment Thesis If you believe AI will keep growing fast, computers and energy will become more valuable, and people will want a digital system that proves what’s real, then Bitcoin becomes one of the best ways to invest in that future. If you think that AI will make compute more valuable than capital, that cybersecurity will require proof-of-work constraints (see my article on this topic below), and energy will become the new currency of trust...then Bitcoin is arguably the most asymmetric AI investment play on Earth. Because: - It’s the only network that directly monetizes compute. - It’s the only digital asset that grows stronger as AI gets smarter. - And it benefits from both sides of the AI equation - as AI demand for compute rises, Bitcoin’s economic importance rises with it. Bitcoin is likely the most underpriced “AI hedge” in existence. It’s not an "AI company" - you don't have to worry about whether Bitcoin will meet or beat analysts' earnings expectations. It’s the economic substrate that AI will eventually have to plug into - because when intelligence becomes infinite, proof of work becomes priceless. And in the end, the counterbalance to AI isn't regulation - it's physics. And Bitcoin is physics turned into code. Thanks to @TonyBusiness2 for the question to stimulate these thoughts!
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@CernBasher @saylor And to think, everyone is sleeping on Bitcoin at the moment while AI runs
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Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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@RoaringRagnar The semi-monthly dividend cadence should help steady the price and improve the capture rates.
It will be interesting to compare Strive's capture rates on SATA (once it goes daily) vs Strategy's on STRC (once it goes semi-monthly).
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@CernBasher That's pretty incredible.
With a bit of imagination you can spot a clear trend, and it's going up and to the right.
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Strategy purchased 24,869 BTC last week. 🔥
Key $STRC metrics (last week):
- Total volume: $3.4B
- Volume >=$100: $2.2B
- ATM capture: $1.95B
- Capture rate vs. total volume: 57%
- Capture rate vs. volume >=$100: 89%
These capture rates are pretty incredible 🤯
Remember that we're still in a Bitcoin bear market.
Imagine what these metrics will look like once Bitcoin makes new all-time highs.
@saylor @phongle @CernBasher
Ragnar@RoaringRagnar
I expect Strategy to have purchased 20,000+ BTC from $STRC this week, and possibly more from the common stock thanks to ADSO mNAV being >1.0x. The nuclear reactor is alive and well.
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@saylor Strategy now owns 4.02% of all the Bitcoin that will ever be mined.
And close to 5% if we take into account all the lost Bitcoin.
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Strategy now holds 4.02% of all the Bitcoin that will ever be created.
STRC issuance now dominates their capital raising activity.
Last week was the 2nd highest ATM week for STRC (raising only ~$500 million less than their IPO - which was the largest IPO in 2025).
Strategy was able to capture 57% of all the STRC volume last week. In other words, for 57% of all the buying activity it was Strategy on the other side selling STRC (and that only occurs at prices above $100).
Michael Saylor@saylor
Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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@saylor Strategy now own 4.02% of all the Bitcoin that will ever be created...
...or around 5% if you take into account all the lost Bitcoin.
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@CernBasher @Tesla Now do FSD in the same manner.
Human Vs Tesla FSD
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