Cern Basher

So when you put those side by side, the business Tesla runs today, the cars and the mega packs and the superchargers comes out somewhere around $100 to $150 a share, which means something like 60, 70% of the stock price is already a bet on autonomy and robots.

now robo taxi and optimus get treated very differently robo taxi is a big piece in almost every model so the stock is already paying for robo taxi to work that's why any delay there hits the stock card optimus is close to zero in most of the bank's models in arc's model which we'll get to optimus alone is worth about 2.3 trillion dollars by 2031 and that's more than tessa's entire market cap today which is about 1.6 trillion Now, my friend Cern Basher, who's on the show a lot, he's a CFA, he runs his own advisor firm, Brilliant Vice.

And when he was on the show last month, he made a point about this that I keep coming back to.

He said, if you give Optimus even about a 5% chance of hitting the big numbers, that by itself can get you to today's price.

that.

I've done multiple shows with Brian Wang and Cern Basher, and we identified in Texas every single plot of land where the MiniHards are going to be.

I predict that they'll be called MiniHarders, and they won't just have 220,000, you know, GB300, or sort of NVIDIA Rubens, by the way.

Vera Rubens, but they'll also have maybe even up to 400,000 or 440 because the size is bigger.

Yeah, I'm so looking forward to having this and I'm very fortunate that you're the one here today because you have tremendous experience, especially in capital efficiency and all these AI build-outs.

So let's start with my post that I sent out of a video that I did with Brian Wang and Cern Basher.

They identified all of the data centers that SpaceX has, including the one in Memphis where there's Mac Harder Macro micro hard macro harder.

And then there is a mini hard right here.

I won't go through this in detail here because I think Elon said that there is a mistake there.

Back card is 110,000 GPU 200s and 220,000 GPU 300s to clarify for that.

So this is, I think, the most accurate that is coming from Brian Wang and Cern Basher.

This is the path to three gigawatts of compete by year end.

The big one is how will SpaceX get to 20 gigawatts of compute next year? That if done, it means $500 billion to $1 trillion in annual recurring revenue.

Why are there so much compute that are still sitting there dark and not being used? Might these two mysteries be linked? We get the chance today to speak to both Brian Wang and Cern Basher.

The two have done deep research in the AI compute space.

Get this, 3 million extra GPUs could be sitting dark by the end of 2027.

Brian Wang is a futures thought leader and a popular science blogger with 1 million readers per month.

Check out his YouTube channel at Next Big Future and his blog nextbigfuture.com is ranked number one science news blog.

Cern Basher is a chartered financial analyst running his own investment advisory firm called Brilliant Advice, providing wealth management services.

Welcome, Brian.

We've got the rational bull, Jeff Lutz.

We've got the bot bull, CERN Basher.

And we've got the engineer bull, Phil Bicel.

Welcome, everyone.

You guys really put a lot of color in terms of what to expect, where we are today.

Appreciate everybody.

You got Cern Basher, Phil Bicel, and Jeff Lutz.

Thanks, everybody.