Cern Basher
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Nov 2, 2026
EXCLUSIVE: How SpaceX Will Save Microsoft, Google, Amazon
27:54
H
27:49HerbertHOST
Okay.

Cern BasherGUEST
Although again, like everything that Tesla and SpaceX makes, the product is ever evolving.
H
32:14HerbertHOST
Okay,
Tesla Cybercab Scaling So Fast, SHOCKS Everyone!
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6:57
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7:12
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6:05Jeff LutzGUEST
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

Cern BasherGUEST
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.

Cern BasherGUEST
But in that timeframe, depending on your mileage assumptions, so that's like March, April.

Cern BasherGUEST
At that point, software is winning over manufacturing, unless they can expand the production capacity of the line.

Cern BasherGUEST
$2,500 a week, are they going to be able to increase that production capacity between now and April? Perhaps.
35 MINS LATER
H
41:51HerbertHOST
What else do you guys want to talk about in terms of Tesla before we might consider moving to SpaceX?
Cern Basher: Live Off 12% Bitcoin Income, Keep Strategy's Upside
44:27
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44:57
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44:13Robin SeyrHOST
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?

Cern BasherGUEST
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.

Cern BasherGUEST
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.

Cern BasherGUEST
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.
23 MINS LATER