YouSaid · the spoken record

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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“And so if you adjust for the fact that the battery content is half, then actually it's like equivalent to like $400,000. Over a five-year period compared to 4,000. It's 100x, the profitability of selling car. That's the kind of unlock that Tesla's on the cusp of with Robotexi.”
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're lucky. Okay. And further, you might buy a new car. Let's just say, you know, to make this easy every five years. So Tesla's making $4,000 once every five years if they sell cars per person. Yeah. Move to robo taxi situation. Okay. The cars that they're going to use for that have a battery capacity of about half of a model Y. So the cars will be cheap to make. Okay. And let's say the vehicle over a five-year period produces $200,000 in profit, not per year, but just over the five-year period. Okay. So you're looking at a massive increase, right? $4,000 once every five years to $200,000 You're moving from selling cars to consumers, and consumers are picky and taste change to making cyber caps. A very utilitarian basic machine that can give you a”
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 short answer, I think, is Robotaxi. But in reality, they're going to make incredible progress on everything you just mentioned. But let me just talk about the Robotexi situation as it stands today. Today, Tesla makes and sells vehicles and sells them to people and makes a little bit of profit. Let's say Tesla makes a car that they sell for $40,000. They might make a $4,000 net profit on that car. And some of that might include government subsidies and tax credits and that kind of stuff that benefit the Tesla. It's like a 10% margin.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“This is whether we like it or not, there's an element of sort of warfare and battle to all these technologies. And Elon has talked about that if we lose superiority, for example, in drones, then we become very vulnerable to drone attacks. And the same thing with energy production. If we let the Chinese run away with growing their energy production and we don't, then suddenly we're not going to be competitive against the Chinese really into anything”
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, if you just think about it from this traditional adversarial situation, where let's say it's us against China, for example. Okay. If we don't pursue the technologies, whether it's Bitcoin, whether it's what Elon is doing across those companies with Tesla, SpaceX, the Chinese will. So, do you want Chinese to have a better AI than us? Do you want the Chinese to have better rockets than us? Do you want the Chinese to have a better form of digital security and digital money than us? The answer is no. We have to make sure we're competitive with everybody else. And so we can't really afford to stick our head in the sand and on any of this stuff.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Matter anymore whether you're calling from the New York, California. Who cares? It's just one flat fee per month. And that may well be the case too with things that we pay a lot for today, like food. If food becomes abundant and cheap, you just pay a monthly flat fee to the grocery store and you walk in and take whatever you want. I mean, he's ideas.”
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 the one example that's a really good one is if you look back at telephone market, the communications market, we used to pay by the minute for long-distance calls. Now it gets to the point where it's too cheap to meter. You just pay a flat fee.”
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 want at massive abundance if we can drive down the cost of all those things we just talked about energy, labor, transportation. Everything should become abundant.”
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 even so, let's go down that darker road where we say, okay, AI is more capable than humans on every level, whether it's labor or even jobs that don't require labor, a job like mine, for example, is a financial advisor. Let's say the AI is just so much smarter and more efficient than I am and can do everything that I can do and puts me out of business. Well, on one level, the world is actually better off if we can do things more cheaply and more efficiently. It just becomes a question of how do I survive? And then that becomes a question of then how do we distribute the benefits of these technologies to humanity at large. When I hear Elon talk about it, he says, we're actually headed for a world of not universal basic income, but universal high income. Now, he hasn't really shared much detail on sort of how he sees that transitioning. I understand it from a certainly from a supply perspective. We should be able to produce anything and everything.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Found jobs in other areas. So that's the first thing to recognize that it's murky, it's unclear when we look forward. We can't predict where the new jobs were. Who would have said that when the infinite was built, that you and I would be doing something like this? Right, there'd be people that spend time on YouTube and do shows and talk about things. No one would have guessed it. So, in the world of AI, I think there'll be some surprises along that front as well.”
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, imagine sitting in a house some time ago when everybody used to work in farms. And you come along and you say I've seen a tractor, right? And it's going to take our jobs. What are we going to do? Wouldn't have had the answer. You wouldn't have been able to tell that person it was worried about losing their firm job and tractors taking it over and plowing the field away more efficiently than humans ever could and oxen ever could. The answer is not clear in terms of what humans are going to do and where the new jobs will come from. Right, so that's one thing. Throughout human history, every time there's been a massive Think about all the women that wore switchboard operators with the telephone, and then we invent an automatic switchboard. Three quarters of a million people were put out of work pretty 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
“Imagine if you had unlimited energy, what you could do. You could power up all the data centers in the world. You could power up the Bitcoin network without any worry about using too much energy with those arguments have kind of gone out the window, thankfully, right? But you could do other things that are really important. You can desalinate as much water as you wanted to. You would have no water shortage or scarcity anywhere in the world anymore. You could grow forests in the deserts if you wanted to. With unlimited energy. The food would also be more abundant. So we are on the cusp of, again, moving from one system to another in Elon through his various companies is pushing the forefront in many, many areas.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“From a big picture standpoint, all these technologies is driving us to a situation where the cost of energy is going to come down and trend toward zero. The cost of transportation is going to come down and trend towards zero. AI is going to cause the cost of intelligence to come down and trend towards zero, right? And then a humanoid robots we haven't talked about yet, but humanoid robots, it's going to drive down the cost of labor. Trend towards zero over time. The combination of all that takes us from a world that is very limited and constrained by energy, intelligence, labor, right, to a world then that has an abundance of all those things. If we think about energy, just focus on energy, because energy is so critical to everything.”
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 the boring company has really made some great strides in that. So that would be very interesting. Just think about if we can put a lot of the vehicle traffic underground. Just imagine how beautiful and quiet cities would be. If you could do that, right? That's coming. I don't know what the time frame on that is. It might be 10, 15 years from now in terms of when we really start to see an acceleration in 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
“There's a big project in Vegas that's ongoing, that Nashville. I think some other areas as well that are in the works. We're still in the early phase of this because the tunnel boring machine really needs to become faster. These things move at literally a snail's pace. Actually, slower than snail face. So they need to make some further innovation to make sure that, first of all, you can take humans out of the tunnel, very dangerous for a few minutes to be in the tunnel when these things are working. But you want this machine that can continuously bore the tunnel and build out the tunnel behind it that's going through.”
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 Tesla Energy bringing us from this fossil fuel world to renewables. And that's very important. There's so many different things. If you think about the boring company, today we have a two-dimensional urban transportation network. Roads on land. Eventually, it's going to be 3D”
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. The amazing thing about Tesla is if there isn't a company out there that provides the equipment, they just build it themselves, right? And then people try to copy them. So we're going from this world of manual manufacturing and manual can include robots. It's sort of this hyper automated manufacturing system. And we've seen that with SpaceX when the Starlink terminal in Bastrop, Texas. I forget what I think it's 10 million terminals a year or something, or maybe it's more. But it's basically highly automated. The raw materials go into one side of the factory and the starlink terminal comes out the other side. We're going to see that same kind of manufacturing for the humanoid robots. And we're going to see probably dozens of factories around the world start to build these things at some point. But just broadly, SpaceX, for example, is going to take us from a single planet economy to eventually a multi-planet economy, we're in early, early, early stages of that, right?”
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, very much so. And maybe let's maybe broaden out the question a little bit here. I have talked about at length about this notion that Elon kind of single-handedly is taking us from one system, this old system that we have, to a new system. And there's many different levels, right? So it starts at kind of if you think about the production line, one of the Tesla's innovations is building the machine that builds the machine, right? They're able to sort of redesign the production line, they build the machine so they can make these vehicles more efficiently. And they've got this. Efficiency in their manufacturing system that really know the company can really achieve. The”
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's a good question, Preston. My guess is that this evolved over time. I think they were probably seeing that they couldn't really keep pace with where Nvidia was. Members of the team started leaving. So I think it just became difficult. And I think maybe Elon saw perhaps another pathway to, again, through the inference side. And if you build this amazing inference chip, then you can scale that up. To become a training supercomputer as well I don't know exactly whether he would have actually said to Jensen, you know, we will do this if you do that. I don't know if that was necessary. I think Jensen knows what Elon was capable of and wouldn't you love to have Elon Musk as you're one of your largest customers”
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 order to do that, again, you're going to need very powerful inference chips to be able to do that kind of thing. Certainly, if you're going to compete against Microsoft on price, it's going to have to be very cheap.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Very much though. If you think about you've got a car driving itself. You cannot have that car communicate with some central data center somewhere for instructions on the next turn It has to be a millisecond instant, right? So you need that compute on the vehicle. Same thing with humanoid robots. Same thing with really anything else that's going to be running AI inference that's doing something in the real world. You might have a connection to the data center, fine, but not to operate that vehicle or that robot. So it all comes down to energy efficiency. Think about two of the topic that Elon has been talking about lately, this competition to Microsoft, this idea of what he's calling macro hard, the exact opposite of Microsoft. So instead of having pre-developed software, you basically have AI run the software on the fly.”
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, make a long story short, I'm actually kind of excited about the direction that they've pivoted to with Dojo. I think we're going to see a new dojo system based on Tesla's own inference chips.”
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 they're now for at least AI5 moving with Samsung to develop this new version of this inference chip. So Elon recognizes that it's one thing to build the model. It's another thing then to run it efficiently on a vehicle or in a robot. And ultimately, you're going to need billions, billions of inference chips. And also, it turns out that maybe you can take enough inference chips and stack them together and build your own AI supercomputer with that. So I think Dojo has kind of shifted from what they were working on to now focusing on the inference side. And Tesla knows exactly what they want from the inference chip because they're building the software that's going to run on the chip. NVIDIA doesn't know what Tesla's needs are in that regard.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“NVIDIA's 75% gross margins. But I think the reality is that, one, it shows how amazing NVIDIA is and their development timeline, right? So these big training systems, Elon clearly is able to get the allocation that he needs. Jensen seems very impressed with Elon and his capabilities in standing up these data centers very quickly. That's a really nice customer for NVIDIA. But I also think that more importantly, it's probably this, that Tesla has always made its own AI inference chips that are essentially in the car, the hardware three, now AI4. Soon to be AI5, and then eventually AI 6. These are very powerful chips that Tesla has designed that TSMC historically has made for Tesla”
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, at first blush, it feels like a concern because they're taking something they've been working on for years and we all got excited about this idea of this dojo supercomputer that would be this amazing training computer that would reduce the reliance on NVIDIA's systems. That all sounds good, right? Not to have to pay.”
2025-10-01 · We Study Billionaires · TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT