Tesla Optimus and the Von Neumann Vision: Self-Replicating Robots Are the Endgame | Taha Abbasi

Taha Abbasi unpacks Elon Musk's latest and most provocative statement about Tesla Optimus: that the humanoid robot could eventually become a self-replicating machine — a von Neumann probe for the factory floor. In a series of posts on X this week, Musk doubled down on the idea that Optimus represents not just a product, but …

Tesla to 100 Trillion Dollars: Inside the Most Ambitious Bull Case in Market History | Taha Abbasi

Taha Abbasi explores the increasingly serious conversation about Tesla reaching a $100 trillion market capitalization — a number so large it would make Tesla worth more than the entire current US stock market combined. When this figure was floated by bullish investors this week, Elon Musk's response was not to dismiss it but to suggest …

Tesla Optimus and the Von Neumann Vision: Self-Replicating Robots Are the Endgame | Taha Abbasi

Taha Abbasi unpacks Elon Musk's latest and most provocative statement about Tesla Optimus: that the humanoid robot could eventually become a self-replicating machine — a von Neumann probe for the factory floor. In a series of posts on X this week, Musk doubled down on the idea that Optimus represents not just a product, but …

Just Some Car Company: Why Tesla’s Ecosystem Makes Every Automaker Look Obsolete | Taha Abbasi

Taha Abbasi breaks down every component of Tesla's ecosystem — EVs, Solar, Powerwall, Megapack, AI, Optimus, Superchargers, and Robotaxis — and why no automaker can replicate it.

Ron Baron Predicts Tesla $10,000 Per Share: Why Optimus Is the Key | Taha Abbasi

Billionaire investor Ron Baron just made one of the boldest predictions in Wall Street history: Tesla stock will hit $10,000 per share within the next decade. With Tesla currently trading around $412, that represents a 24x return from today’s levels. What’s driving such an audacious forecast from one of the most successful long-term investors in …

Why Fully AI/Robotics Corporations Will Dominate: The ‘Computer’ Analogy | Taha Abbasi

“Computer” used to be a job title. Before the silicon revolution, entire rooms of human beings sat at desks performing mathematical calculations by hand. They were called “computers” — and they were essential to everything from ballistic trajectories to astronomical tables. Then machines replaced them. Every single one of them. Taha Abbasi has been watching …

Tesla’s Optimus Data Collection Push Signals the Real AI Race Has Begun | Taha Abbasi

Tesla is quietly building something that could matter more than the robot itself—a massive data collection operation to train Optimus. A recent job posting for “Data Collection Operator” reveals how seriously the company is scaling its humanoid robot training infrastructure. For those tracking the AI race, this is a significant signal. As reported by @tesla_archive: …

Tesla Cortex 2 Data Center Gets 150+ Megapacks for Optimus AI Training | Taha Abbasi

Tesla's Cortex 2 data center at Giga Texas now has 150+ Megapacks installed for Optimus AI training. Taha Abbasi analyzes Tesla's unprecedented vertical integration.

Tesla Discontinues Model S and Model X: End of an Era | Taha Abbasi

Taha Abbasi reflects on Teslas announcement to discontinue the Model S and Model X, marking the end of an era for the vehicles that defined the modern electric car industry and proved EVs could be desirable, fast, and practical. An Honorable Discharge During the Q4 2025 earnings call, Elon Musk made an announcement that sent …

Tesla Ends Model S and Model X Production: What It Means for the Future of EVs and Robotics | Taha Abbasi

Taha Abbasi here with an analysis of one of the most significant strategic decisions to come out of Tesla’s Q4 2025 earnings call: the discontinuation of the Model S and Model X. But this isn’t just about ending production—it’s about understanding why Tesla’s boldest bets have historically paid off. The End of an Era—And a …