TESLA

Pinkspider

12-04 21:04

To compete with Tesla on humanoid robots, you have to list the companies that have a (even remote) chance to

1. Keep up with R&D, aka have similar budgets (>$1B per year)

2. Have similar marketing and sales power (1 tweet = 220M followers)

3. Have direct line to US, Chinese and European heads of state and can influence national security policy

4. Have leverage over vast global supply chains

5. Have access and control over a leading frontier AI model

6. Can pull the world's best engineering and AI talent easily

7. Are sufficiently advanced in humanoids as of today

8. Have a proven track record in rapidly inventing and implementing earth-scale economies and business models

That narrows the actual competitors down quite a bit.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":507214541398376,"tweetId":"507214541398376","gmtCreate":1764853471454,"gmtModify":1764853531579,"author":{"id":3563842318594455,"idStr":"3563842318594455","authorId":3563842318594455,"authorIdStr":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/2643891549304031c32c05b207f0f2b6","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.19","exceedPercentage":"93.70%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":874,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"TESLA","html":"<html><head></head><body>To compete with Tesla on humanoid robots, you have to list the companies that have a (even remote) chance to\n1. Keep up with R&amp;D, aka have similar budgets (&gt;$1B per year)\n2. Have similar marketing and sales power (1 tweet = 220M followers)\n3. Have direct line to US, Chinese and European heads of state and can influence national security policy\n4. Have leverage over vast global supply chains\n5. Have access and control over a leading frontier AI model\n6. Can pull the world's best engineering and AI talent easily\n7. Are sufficiently advanced in humanoids as of today\n8. Have a proven track record in rapidly inventing and implementing earth-scale economies and business models\n\nThat narrows the actual competitors down quite a bit.</body></html>","htmlText":"<html><head></head><body>To compete with Tesla on humanoid robots, you have to list the companies that have a (even remote) chance to\n1. Keep up with R&amp;D, aka have similar budgets (&gt;$1B per year)\n2. Have similar marketing and sales power (1 tweet = 220M followers)\n3. Have direct line to US, Chinese and European heads of state and can influence national security policy\n4. Have leverage over vast global supply chains\n5. Have access and control over a leading frontier AI model\n6. Can pull the world's best engineering and AI talent easily\n7. Are sufficiently advanced in humanoids as of today\n8. Have a proven track record in rapidly inventing and implementing earth-scale economies and business models\n\nThat narrows the actual competitors down quite a bit.</body></html>","text":"To compete with Tesla on humanoid robots, you have to list the companies that have a (even remote) chance to 1. Keep up with R&D, aka have similar budgets (>$1B per year) 2. Have similar marketing and sales power (1 tweet = 220M followers) 3. Have direct line to US, Chinese and European heads of state and can influence national security policy 4. Have leverage over vast global supply chains 5. Have access and control over a leading frontier AI model 6. Can pull the world's best engineering and AI talent easily 7. Are sufficiently advanced in humanoids as of today 8. Have a proven track record in rapidly inventing and implementing earth-scale economies and business models That narrows the actual competitors down quite a bit.","highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/507214541398376","repostId":0,"isVote":1,"tweetType":1,"viewCount":153,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA","TSLL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":608,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/507214541398376"}