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Cern Basher

Cern Basher

Nov 2, 2026

HerbertHOST
27:49
Okay.
27:50
Yeah.
27:51
So you can now think of mini heart as kind of like a product.
27:54
Although again, like everything that Tesla and SpaceX makes, the product is ever evolving.
27:58
And I'll share why in a minute.
28:00
There's a little bit of a closeup.
28:01
You can see a whole bunch of mega packs there on the right.
HerbertHOST
32:14
Okay,
6:05
um so anyway this gets into some of cern's charts and we can have this conversation what's nice is this isn't the cyber cab is built and it's sold and it's met its lifetime expected value at the at the point of sale it continues to generate sales over many years and value over many years so what you're absorbing against is actually something of much greater value to tesla than just a one and done hardware sale and maybe cern wants to comment on that
6:36
well it's interesting um if tesla grows at the 17 week over week rate actually they're growing faster than that now but let's just say it's 17 in a mere 20 weeks they will be needing to add more than 2,500 vehicles to the fleet a week.
6:54
Now, that depends on your assumptions for mileage and that kind of thing.
6:57
But in that timeframe, depending on your mileage assumptions, so that's like March, April.
7:03
At that point, software is winning over manufacturing, unless they can expand the production capacity of the line.
7:09
Right now, they say it's 125,000 vehicles a year.
7:12
$2,500 a week, are they going to be able to increase that production capacity between now and April? Perhaps.

35 MINS LATER

HerbertHOST
41:51
What else do you guys want to talk about in terms of Tesla before we might consider moving to SpaceX?
44:13
being seasoned for three to five years, how much more capital it actually can pull in terms of from the trade versus to what it can do now?
44:23
Yeah, I think that's a good question.
44:27
In my role as a financial advisor, in my professional role, there are many investors that will not invest in a credit instrument unless it has a credit rating of a certain level.
44:40
So right there, there's a gate.
44:42
If strategy is able to open that gate and get, let's say, an investment-grade credit rating on this preferred at some point, that opens up the opportunity to all kinds of different investors.
44:57
Even before that, there's sort of another gate where investors will say, okay, this is a new product, this is cool, but you know what? We don't invest in anything that's new because we know that new products have risks.
45:08
It's not seasoned in the market.

23 MINS LATER

67:44
this is

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