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Cern Basher

lines on the record: 75
first: 2025-10-01
most recent: 2025-10-01
sittings or episodes: 1
sources: podcast

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“Yeah, just find me on X, my at CERN Basher, my first name and last name at CERN Basher. And that is my real name, by the way.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“But over time, as they scale up production to the cost of these things will come way down and it'll become another consumer product. Yes.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“And so a fat tree may be willing to pay a couple hundred thousand dollars a year for a robot. There are not many consumers that would be willing to pay that much.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“And so you don't have to fire anybody, it's just a natural attrition of these jobs. So I think these big companies will adopt these robots very quickly. But ultimately, there are a lot of people excited to have robots in the homes as caregivers for elderly, as cures for kids. My kids love robots. They would love to have one in the house that they could talk to and get the robot to pick up their toys and that kind of stuff, right? So I think there'll be a big demand from all different corners, but the economic win is factories that run three shifts. You can use these things 22, 23 hours a day.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Well, there are some other robot companies that are focused on the home first, and I think that's smart for them because they probably can't compete with Tesla on the factory side. Eventually, we're going to see them everywhere. Everywhere were human labor is needed, where there's a shortage, there's a shortage in manufacturing right now. Also, we have a lot of humans that do jobs that are dirty, dangerous, really boring. Humans don't really want these jobs Look at the turnover that Walmart has. It's like 40% a year. Stocking shelves and unloading trucks and moving stuff around. It's perfect work for robots.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“But that's equivalent to making another 100,000 cars. Or if they can make 20 robots for every car, that's like making 50,000 cars. They made that many cybertrucks in the first year. And that's a very complex product to make. They're designing optimists to be made very efficiently, very quickly, and maybe even by optimists itself. The robots building the bots, right? And that'll be very interesting if they can do that. But the one thing that they're going to have a challenge with, at least in the early years, is scaling up the supply chain for these things. You're building a new product from scratch. It could be a challenge. So in the early years, I think we should keep our expectation pretty low. But 10 years from now, they're going to be pumping out potentially 100 million of these things a year.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“And by the way, a robot, an optimist robot, weighs about 3% of a Tesla Model 3. So let's say, for example, that for every car they made, they can make 10 robots, right? So even though it's 3% of the weight, let's say it's 10% of their production capacity. For every car and robots. So if they make a million robots, that's like making 100,000 cars. That's not difficult for Tesla to make 100,000 vehicles. Just to put in context, like a million of something sounds like a lot.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Now, not to my own horn here, but I was saying this a year ago, and Elon said it recently. Now, again, Elon's way heavy. He's not listening to me, but this is a very important point because market for labor in the world is about 50% of world GDP. If we're going to turn a good portion of that into robotic labor, it will be capitalized and we're going to create market value out of thin air. This is why I think that Tesla has such an incredible opportunity, because if they can successfully make millions of robots for every million that they make is a trillion dollars in market value. Elon, by the way, has talked about making billions of robots. And when you think about to what he's doing with SpaceX and going to the moon and going to Mars and potentially mining asteroids and all the other things, I think of space as kind of like a new continent. And so you're not going to send people. You're going to send the bots.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Right, so what we're seeing for the first time in human history is potentially the capitalization of labor. And I have said that optimists will become the vast majority, maybe 80% of Tesla's market value at some point in the future, let's say by 2040, maybe even earlier.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“So think about what happens if you have a robot that makes $25,000 a year in profit and you use a PE multiple of $40, that's a million dollars in value. For every million robots that Tesla makes, that's a trillion dollars in new market cap, potentially.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“You just pay for the capability of the bot on a per hour basis, kind of like companies do today for workers on a per hour basis. Let me just touch on Preston, something that's really interesting that's happening here. If you think about companies that have all these workers, yes, their assets of the company, but they're not on the company's balance sheet anymore. There's no value of the employees as a workforce that shows up on the company's balance sheet, with the exception perhaps of a soccer or football club, right, where you pay for these players and you get to trade them and you get the money for the players. That doesn't work that way for employees with companies. But what happens is when you have a robot, you get to capitalize that labor for the first time.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Elon has always said it typically takes three versions before you get a commercial ready robot. To me, this is a bit like iPhone, right? You come out with the first iPhone and the next one's that much better. And then iPhone 3 and it just keeps getting better and better and better. So I think there'll be actually pretty good demand for these robots as soon as they can really begin making them. And then an interesting thing happens is they become more capable, they become more valuable. So the amount of money that they can actually earn per robot will go up initially could be as much as $150,000 a year per bot in terms of revenue. And I've always said that they should do a robot as a service. Because if you sell a robot, you might be giving up a lot of upside as that bot becomes more capable. Now, I suppose I could always charge for the updates, right? If they sell a bot that does $5 an hour work, fine, you pay a certain price for that. It does $5 an hour work. But if you want the $10 an hour work, you're going to have to pay for the software update. To me, an easier method is just to provide robots as a service.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Humans have all kinds of problems, right? We take breaks, we get tired, we make mistakes. Some people don't show up for work. Some people cause problems at work. They show up drunk or drugged. All those issues that you won't have with humanoid robots. So the timeline is kind of one of those things is at what point does Elon want to bring a robot to market? How productive or how capable does it need to be? Now, we were expecting earlier this year that by the end of this year they would have made five to 10,000 robots and that they'll be deployed within Tesla's own factories and maybe their suppliers. They've stepped back from that because they've been redesigning the hand and so on. So the timeline's been pushed back a little bit. I think ultimately we're going to have a far more capable robot. And so perhaps we start seeing some production in earnest in 2026.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Because humans only work once eight hours a day or something like that. But over time, not only will it be as capable of a human, it'll probably become more capable. So the timeline's interesting because the robots that they have today actually are useful. They are already showing that they can do useful work. Even just picking up a box or something and moving it from point A to point B is useful work. There's a lot of people that do that all day in factories and warehouses and stuff, sorting packages, all that kind of stuff. The robots today can already do that. Now, maybe not as fast as a human, but again, they don't have to be as quick.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Maybe AI is up there too. I'm not sure. The humanoid robot thing is really interesting. In my view, for the first time in human history, we're developing something that can outcompete human labor eventually at all levels. We're going to be developing a system that can do absolutely everything better than a human can. It can be a craftsman at all times. There'll be no sloppy work. It'll be doing things perfection every single time. Not only that, it can work probably 22 to 23 hours a day. Right there, you can compete against humans, even if it was operating at one third the speed, one robot could outcompete a human over a 24-hour period.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“First of all, just to add on to what you said, I think Elon, when I asked about was it harder than making Starship? And he said, no, that's a harder problem. So to put it in context So it's the second hardest thing that Elon's working on, I suppose, right now.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“I think they'll be fine. I don't think it's putting the company at risk, but they may be missing out on future opportunities”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Going to be safe from Now, Tesla should reinvest in their business as much as possible. That's what's limiting them now. They're not buying back stock. They're reinvesting in their business. Now, they have a cash ward of about $37 billion, I think it is, you know, and a billion in Bitcoin. So I'd like to see them over time build up their Bitcoin position. Certainly companies like NVIDIA that are aggressively buying back stock, I think are making a big mistake. And I think we're seeing already that the amount of money that needs to go into AI infrastructure is so large and growing every quarter. We get the estimates are higher and higher and higher that for NVIDIA to give away their capital right now, I think is actually a big mistake on their part.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“That is going to be a very uncertain time in many ways. And I would want any company to go into that with as much capital as possible And not to mention that as we approach that world where we get disruption from humanoid labor or even AI in general, the value of fiat money is going to potentially be compromised that much more.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, it puzzles me a little bit when I think about Bitcoin and Tesla. I mean, certainly Tesla bought Bitcoin, I think it was in February of 2021. You know, that time, Bitcoin's market value was like a trillion dollars approaching a trillion. They sold some. And one of the Elon's comments about it was, well, tell me when the Bitcoin network has crossed 50% renewable energy sources. That was just kind of his beef, right? And since then, there's not really been much discussion from him about it. Now, I've been editing a little bit that Tesla should start buying more Bitcoin, not necessarily become a Bitcoin treasury company, although that could be interesting too, but that may be taking a little bit too far. But even just acquiring more Bitcoin, because my stance on this is that as we approach this world of AGI and ASI,”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“So that's one quick way to accelerate the energy generation infrastructure that we have already in place without building anymore. Now, of course, we have to build more, but an easy win would just be to add battery storage to everything. And so I think that Tesla, their energy business should see accelerated growth. It already has, but I think even further from here.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Well, the energy storage business. So Tesla makes these megapecs. They are the size as a box, basically the size that fits on a flatbed trailer. They're designed to be that big because batteries are big and heavy. You know, you want them to be as big as possible, but not so big that you have problems moving the system. These megapack systems basically allow us to store energy and use it whenever needed. So it's perfect, for example, if you have wind and solar that only generate certain times of the day. You can store the energy and use it later. That's great. Elon has said that if we applied enough battery storage, we could actually double the generating capacity of the United States without adding any more generation because we have a lot of sort of capacity in places that's excess that's only used in certain times of the year, certain times of the day, for example. But with battery storage systems, you could run those at capacity and store that energy all the time.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“I think that's fair to say. Again, we don't have our hands on the actual underlying data based on what Tesla shares with us. We believe that to be true, yes. And quite a significant way, too, by the way, based on the data that Tefla shares. Yeah.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“And then as soon as that car passed me, the truck slowed back down again to the speed. So that kind of behavior that humans we just can't see. We can't react to it. I didn't see that car until it passed me. Wow. So the stories like that and just other things where it sees kids that walk onto the street, the human driver never saw because they were blocked by a vein or something. It saw the kid approaching the van from the sidewalk recognize that there's a child behind there that might pop out therefore the car slowed down. There's things like that. It also, Preston, there's also examples of the car kind of behaving weird in certain situations.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Well, that's mixed. I mean, a lot of it is the personal stories that people post on X, right? And how the car behaves in certain conditions. You know, I had one experience, for example, I was on a highway in Tennessee and I was doing probably 75 miles an hour, whatever the speed limit was. And all of a sudden, I felt my, I drive a cybertruck. I felt my cybertruck accelerate. And before I could even realize what was going on, another car passed me probably going 140 miles an hour. But it was coming up right behind me in the right lane. And then suddenly turned into the left as it passed me. But the truck thought that that car might actually rear end me, so it correctly calculated that it should accelerate so that that impact would be less.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“I mean, the goal obviously is for the car to drive. Better and safer than a human. And I think in many respects it already does”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“We were short on examples at this point. It's just comments from him And he's seeing things months before we get to see it. So we're anxiously awaiting. What this new version of FSD is really like.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Elon's talked about how it's going to 10x the number of parameters that the model considers. And so it should make the system that much better. Again, to your point, the more information that you give AI, the better the outcome should be. And Elon has made sort of comments that the car seems sentient. So we're all anxiously awaiting the experience this for ourselves and see what it's like.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“That's fine. That you really have to be careful with this. At the same time, they're improving the underlying full self-driving model. We're all anxiously awaiting for version 14. And hopefully we'll see that soon.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, they're up birding right now kind of a pilot service in Austin. They're operating in pilot service in Silicon Valley area. Those are the two areas. We're seeing testing in a bunch of other places. Elon certainly has designs on rolling out Robotexi and multiple locations as quickly as possible. And the reality is I think they need to make sure that it's as safe as it can possibly be. The last thing they want to do is rush this. And if they are six months, a year later than everybody's expectations.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“I think too, like, for example, during rain, a lot of people say, well, these vehicles are not going to be able to operate when it's raining. And it's not true they can, but to a point. And they stop operating when they think it's unsafe. Most humans actually continue to drive, actually, even in those unsafe conditions. So it's actually going to make travel a lot more safer on all kinds of different levels, even if the vehicles don't operate during periods of time.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Well, that too. I mean, that case, the car would just have to slow down. I mean, just like if something came on the windscreen of your vehicle, you just try to slow down as safely and as quickly as you can, pull off to the side of the road. The same thing would have to happen with an autonomous vehicle if it's cameras or sensors were degraded in some way.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“But certainly you want to be careful about confusing it and saying one sensor is saying that's a wall, another sensor saying that's a plastic bag. And how do you resolve that?”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“In Treary, I've seen some examples where that makes sense to me, but again, I'm not an expert in the mechanics of this area. Certainly, the more parameters, the more inputs you give into the IA model, the better off it should be.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“The other risk to Preston that Elon's talked about is that what happens if you have the disagreement between the two censors?”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“They drive themselves off autonomously. Doing that today in the factory. They drive themselves to the lots to be picked up by the trucks. So Waymo really can't compete with Tesla on cost. And I don't know that they'll ever be able to.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Got a lot of companies that want to be part of this. If you look at Waymo, for example, in the US, the problem with Waymo is that they have a very expensive solution, a car with a lot of sensors and a lot of bells and whistles. Tesla is basically just using cameras and a computer. And Waymo has thousands and thousands of dollars of other equipment that you have to take existing cars, modify them and add them to the fleet. Tesla makes their own vehicles and they roll off the assembly line ready for service.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Well, that's a good question because there might be some competitors in China. And I think the Chinese might be a little hesitant to have Tesla control that market. So I would expect the Chinese to kind of ensure that they've got some homegrown talent there. And there's some companies that are showing some pretty impressive results there. But Tesla objectively is way ahead of most of those companies.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“And as you keep sort of driving that down a little bit, all those players are going to be, they're not going to be economic anymore. You're going to drive them out of business. And the whole industry is going to shift towards electric trucking and autonomous trucking pretty fast.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah. I mean, a 10% reduction in trucking costs would be huge. I mean, it would drive massive change at a 50% isn't absolutely enormous. The thing that's different about the trucking market is you've got it's all commercial operators, right? It's not like we personally own our own vehicles and we can operate them pretty cheaply. Right, an Uber and Lyft right now are way more expensive to use than just driving our own personal vehicles. You don't really have that in the trucking market. It's all commercially operated. The industry's earning an average, say, $2 to $230 a mile. And as long as you can come under that, you're going to gather market share.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“The robotruck gets rid of that. And then, of course, the diesel cost also is huge. If they're electric trucks, you have massive savings on the fuel costs. And then, of course, the maintenance, the maintenance on these trucks is pretty high because These engines wear out. Electric trucks won't have as much maintenance as fewer moving parts. There's just less stuff to maintain.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“To be good for all consumers. So every American will benefit from Tesla being able to reduce the cost of trucking. The trucking industry right now has a real problem and the costs to operate. Most trucking companies are not very profitable. The cost of fuel, the cost of the driver, cost of the driver, I think, works out to something like $1 a mile.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, Tesla is building a factory in Nevada that has a capacity of 50,000 semi-trucks a year. That factory will likely be finished maybe the end of this year, early next year. They'll start ramping up production. So let's say by 2027 they're producing 50,000 semis a year. You know, there's quite a few trucks in the United States. It's going to take a while to replace the fleet with electric trucks. At the same time, they will also be like the Robotexi. They will be autonomous trucks at some point. And just like how that's going to revolutionize the cost of transportation, it's going to revolutionize the cost of trucking. We can really get massive savings on the cost of trucking. And of course, trucking costs cause inflation and everything we buy, right? If trucking is expensive and moving goods around the country is expensive makes everything we buy that much more expensive. So this is going to be a massive deflationary force throughout the economy that's going to”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Right now, Grok is not connected directly to the operation of the car. So you can talk to Grok, and it's like talking to this laptop or a computer or your phone, but it's not controlling the car. Eventually, I think there'll be a link between the two, and you'll be able to have an interesting conversation with Grock about, hey, why did you cut that other car off back there? Didn't you see it? Or, you know, can you drive a little slower? I'm not comfortable with the way you're driving right now or whatever it is. You'll be able to have this conversation with the vehicle. In addition to just being able to query it with information about restaurants and different things, that's going to be a neat moment, I think, when that happens.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“And along the way, it can connect as a tour guide. Say, oh, by the way, this building was built in 1938, and it was once the second tallest building in the world, or whatever you're interested in, it becomes a platform for all these different kinds of services.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Say you travel to a city, you fly to Chicago and you say, take me to the best pizza place in the city. And then Grock is talking to you and saying, well, do you like this? Do you like that? You can have a conversation. And then the car then just takes you there.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Because the cost of the car is so cheap to operate instead of getting paid by the customer, you can just get paid by the advertisers. Restaurants might pay Tesla to advertise in the car, right? Or restaurants may even pay Tesla to say, hey, we'd recommend going to XYZ Pizza Place. And it just takes them there. Like the kind of experiences you can have in Aurobatex are actually kind of unlimited.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“You can also use it as an advertising platform. So I've actually said that eventually you may be able to get free rides on this network if you're willing to subject yourself to advertising.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Personally. And the other thing, too, Breston, that happens is that this becomes a platform to layer other services on. So if you've got this ubiquitous network of vehicles driving around.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“And in terms of the market opportunity, it's not just about disrupting Uber and Rideshare companies. It's about disrupting all transportation. You're personally owned vehicle. There are people that own families that own two or three vehicles. Initially, you'll get rid of the third vehicle because you can take Robotexi and that makes sense. As the cost of Robotexi comes down, people are going to ditch the second vehicle. As the cost of RoboTaxi keeps coming down, they're going to ditch the first vehicle. They're just going to use RoboTaxi basically in every situation. Once they become ubiquitous and super cheap. And I've always said that economics wins here. If you can save $5,000 a year on your transportation costs, you are going to do it. People will discover that they can save money. People happily not on a car, pay insurance, deal with all the headaches of parking the car and paying for all the payments. This idea that we have to own our vehicles actually is kind of, it's going to be an antiquated idea very quickly.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT