Herbert Ong RSS

Herbert Ong, investment, Jeff Lutz, Tesla -

Elon Musk believes that Tesla's long-term value has the potential to surpass the combined value of Apple and Amazon, driven by the company's disruptive influence over energy costs and freight, as well as its focus on innovation and long-term planning Questions to inspire discussion What is Elon Musk's prediction for Tesla's long-term value? —Elon Musk predicts that Tesla's long-term value has the potential to surpass the combined value of Apple and Amazon. How has Tesla's stock performance been in the past year? —Tesla's stock performance has been volatile, but it has gained 10.7% by the end of the year, making...

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Herbert Ong, investment, Larry Goldberg, Tesla -

Tesla's FSD V12 wide release has started, with plans to reach higher capability by next year, including the ability to drive through fog and potentially achieve true robot taxi capabilities Questions to inspire discussion What is Tesla's FSD V12? —Tesla's Full Self-Driving version 12 is a new end-to-end neural network that allows the system to teach itself and learn on its own, with plans to reach higher levels of capability by next year. How is Tesla deploying FSD V12? —Tesla has started the wide release of FSD V12, with 15,000 personally owned employee vehicles receiving the update in wave one,...

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Herbert Ong, Tesla -

Tesla's future potential in AI, Dojo, licensing, and the Tesla bot is driving excitement among investors and analysts, with the year 2024 expected to be a breakthrough year for the company, potentially reaching a $1 trillion valuation Questions to inspire discussion What are the key developments for Tesla in 2023? —In 2023, Tesla had significant developments including FSD version 11, MEAP pack Factory in Shanghai, lithium Refinery groundbreaking, Legacy oems capitulating, FSC version 12 demo, Tesla bot demos, cyber truck delivery event, and Giga Shanghai expansion. What is expected for Tesla in 2024? —Tesla is expected to have a breakout...

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Brian White, Herbert Ong, investment, Tesla -

Tesla is rumored to be revamping the Model Y with potential upgrades and changes, but the credibility of leaked details is questioned and the lack of road testing makes the rumored changes seem unlikely to happen in the near future Questions to inspire discussion What potential upgrades is Tesla rumored to be making to the Model Y? —Tesla is reportedly working on revamping the Model Y with more obvious exterior and interior changes, potentially starting mass production by mid-2024. Is the leaked information about the Model Y update credible? —The credibility of the vague sources for leaked Tesla Model Y...

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Alexander Potter, Herbert Ong, investment, Tesla -

Tesla's Q4 delivery numbers are expected to exceed expectations, potentially reaching 57,000 vehicles, and the company's annualized production rate may exceed 2 million vehicles per year, leading to improved margins and a stronger bottom line Questions to inspire discussion  What are Tesla's Q4 delivery expectations? —Tesla's Q4 delivery numbers are expected to exceed expectations, potentially reaching 57,000 vehicles. What is Tesla's annualized production rate? —Tesla's annualized production rate may exceed 2 million vehicles per year. What are retail analysts expecting for Tesla's Q4 margins? —Retail analysts are expecting Q4 margins to be lower, but some are saying it might be...

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