AI Stocks Report with Warren Redlich 对 $TSLA 的判断变化

2026-09-01看涨
Tesla Cybercab - Robotaxi Only Or Sell?
Cybercab的推出是一项重大改进;预计财务影响将在2027年第一季度显现。

Cyber Cab将在两三天内推出。现在距离9月3日还有2天,在泰国是2天,但在你那里可能是3天。他们已经在六个城市每周7天、每天从早上6点到晚上10点运营机器人出租车。这是一个相当大的进步。

Cyber Cab is launching in two or three days. It's 2 days from now. September 3rd is 2 days from now in Thailand, but maybe it's 3 days from you where you are. Um, they are already running robo taxis from 6:00 a.m. to 10:00 p.m. 7 days a week in six cities. This is a pretty substantial improvement.

我不确定他们在每周行驶里程增加两位数百分比方面处于什么位置,但你知道,我们会看到,我认为是A Shoke报道的,人们以为是10%。我已经做过一个视频了。我认为可能更接近每周增长20%。

2026-08-30看涨
Grok Bot Singularity? And Chamath Is Wrong
长期看好TSLA;独特的现实世界AI护城河以及到2027年中可能扩展的机器人出租车业务,支持看涨至1000美元。

对我来说,Tesla是现实世界AI。它是不同的,Tesla的现实世界AI没有竞争对手。我认为有很多人认为大型语言模型将在现实世界AI中取得成功。而我认为人们并没有真正理解现实世界AI有多难。

To me Tesla is real world AI. It's different and Tesla real world AI has no competition. I think there's a lot of people who think that the large language models are going to like be successful in real world AI. And I think people don't really grasp how hard real world AI is.

想想这个。当你问任何一个AI一个问题时,它通常至少需要一秒钟来回应。而如果,你知道,Tesla的汽车在毫秒内回应。它接收大量数据,七个摄像头,也许还有其他传感器,并且它在不断做决策,在15、20、30毫秒内不断做决策。而没有一个LLM能做到这一点。

Think about this. When you ask any of your AI is a question, it usually takes at least a second to respond. And if you, you know, Tesla's car is responding in milliseconds. It's getting a huge volume of data coming in, seven cameras, maybe some other sensors, and it's making decisions like constantly making decisions in 15, 20, 30 milliseconds. And none of the LLMs can do that.

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2026-08-23看跌
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